Managed Investment Calculator based on Real Trading Data.
Simulated and Hypothetical Returns. Your actual return will vary in your Managed Investment Account. Depending on the data range selected this may take up to 60 Seconds to calculate.
This calculator is Net of Management Fees, Performance Fees and Brokerage/Commission and has been derived from real trading data. Walker Capital have calculated the Management and Performance Fees from the trader’s live performance and subtracted these figures to produce the Net Returns. The returns are based on actual trading data from real money accounts that trade the same strategies offered by Walker Capital under the Walker Capital Model Portfolios MDA Service. Trading results provided for the period prior to the inception of the Walker Capital Model Portfolio MDA Service are provided for information purposes only. Actual investment performance will differ based on the fees applicable, the actual investment date and third-party service provider you hold your trading account with. This calculator's figures have been Audited to the 30/6/19 and definitions can be found here
* Compounded Annual Growth Rate Percentage - This calculator derives the annual compounding percentage from the actual closed trades data of how much growth the strategy makes per year by taking compouding into consideration and Net of fees. It than takes the Annual compounding percentage and converts it into a Monthly compounding percentage, which is used to project how much the strategy can grow over the selected time period
** Real Trading Data - This calculator allows the user to enter a Starting Deposit and select the date range that the strategy, which is used to replicate the growth that would have been realised in the portfolio Net of fees