Calculating asset class returns
Hi guys, I've attached a simple Excel file. Within it, there are two pages, one which contains calculations for asset class weights, total returns and portfolio returns and the other contains the data I made up. My question is simply, how does one appropriately calculate the total return of each asset class? Cheers
| Attachment | Size |
|---|---|
| Question for WS Oasis.xls 24 KB | 24 KB |
weighted average, multiply each asset class's weight by its respective return & sum.
That would calculate the portfolio's return correct? I'm after the total return of each asset class (ie. Real Estate, Infrastructure, etc.)
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