Historical Perspective Calculators

Ideal for: Investor mindset · Market education · Volatility coaching · Long-term planning

Help Clients See the Big Picture

Markets move—but perspective matters more. FreshPlan’s historical perspective calculators help you bring context to client conversations about investing, risk, and return. These tools turn past performance data into powerful teaching moments, giving clients confidence to stay the course—even when markets feel uncertain.

Use them to shift the conversation from fear and timing to discipline and long-term outcomes

Key Historical Perspective Calculators

Each calculator is Snackable, Stackable, and Adaptable—perfect for annual reviews, market dips, or new investor education.

Staying Invested
Illustrate the cost of missing the best days in the market—and how staying invested can significantly outperform trying to time it.

Diversify and Protect
Show how diversification reduces volatility and helps protect wealth, using real historical returns across asset classes.

Time to Recover
Visualize how long it has historically taken for markets to recover after downturns, helping clients build patience during volatility.

Rate of Return Odds
Show the probability of achieving positive returns over different time horizons, using Canadian or global equity benchmarks.

Stocks, Bonds and Cash
Compare historical returns of key asset classes over time, reinforcing the benefits (and limits) of each.

Stocks and Holding Periods
Illustrate how the volatility of stock returns decreases with longer holding periods—an essential concept for building investor discipline.

Market Volatility infographic

Client-Ready Visuals and Infographics

Clients learn visually—and these concepts are too important for charts alone. Use our graphics to:

  • Explain volatility and recovery
  • Show real market outcomes
  • Reinforce diversification
  • Anchor long-term strategy

Bring Logic to Emotional Moments

FreshPlan’s historical perspective tools are perfect for:

  • Coaching nervous investors
  • Market downturn conversations
  • Rebalancing and diversification reviews
  • Investment strategy alignment
  • Financial literacy education

They’re visual, data-driven, and designed to calm fear while building long-term conviction.

Why Advisors Choose FreshPlan for Market Perspective

  • Builds trust with facts, not forecasts
  • Supports confident, long-term investing
  • Simplifies complex market concepts
  • Helps reframe volatility as opportunity

Calculator Features

  • Quick Plan Templates
    Use pre-set examples to show market drops, recoveries, or asset class comparisons.

  • Modular Planning
    Select the calculators that match your client’s concerns—no need to build a full portfolio plan.

  • Scenario Modeling
    Adjust timeframes or asset mixes to reflect different historical periods or client preferences.

  • Client-Ready Reports
    Turn data into clear visuals and summaries to share during or after meetings.

  • Secure Sharing
    Let clients explore the tools themselves to build confidence and self-awareness.

  • Visual Dashboards
    Show patterns and probabilities at a glance—helping clients stay grounded when emotions run high.