Calculated Risk & Return Tools

At Patton Fund Management, Inc. we believe that investment success revolves around comprehensive research. A portion of this research includes developing a complete understanding of the risk and return profile of any investor’s portfolio.

We have developed a sophisticated and powerful, yet easy to use, tool for investors to perform an analysis to gain an understanding of the risk and return profiles of nearly any portfolio allocation. We call this tool Portfolio Comparison Analysis (“PCA”).

PCA allows an investor to build two portfolio side-by-side so that the risk and return profiles may be easily compared. Each portfolio can include up to 12 asset classes. There are more than 50 asset classes to select from including U.S. equities, International equities, bonds, hedge funds, real estate, commodities, and more. The analysis may be performed for any period of time going as far back as July 1963. The results produced by PCA include a complete breakdown of both returns and several risk statistics for a variety of time periods.

This is one of the most powerful portfolio analytical tools available. For a tutorial illustrating how to use this tool, click here or access it at anytime via the link on the left of the PCA Input Page. To get started, click here to go to the PCA Input Page.