Portfolio turnover

What portfolio turnover means, how to calculate it, and how high turnover raises trading costs and taxes and quietly reduces a strategy's real returns.

What it is

Turnover measures how much of a portfolio is replaced over a year.

Turnover = lesser of (total bought, total sold) / average portfolio value

A turnover of 100% means, on average, every holding was replaced once during the year.

Why it matters

  • Trading costs: spreads and slippage on every trade.
  • Taxes: selling winners in a taxable account realises gains, often at short-term rates. See Capital gains tax on investments.
  • Backtest gap: many backtests assume free, perfect trades. The higher the turnover, the bigger the gap between the backtest and real results.

Typical ranges

Portfolio Annual turnover
Total market index fund Under 5%
S&P 500 index fund About 2 to 5%
Active mutual fund 50 to 100%
Monthly-rebalanced rules strategy 100 to 400%
Daily-signal strategy Often above 1,000%

Keeping it down

Rebalance less often, use bands (only trade when a weight drifts by more than a set amount), and hold high-turnover strategies in tax-advantaged accounts.

See also

Pages that link here: Frontrunner strategies, Index funds, Momentum investing, Overfitting in investing, Systematic investing, What is backtesting?

Last updated September 30, 2026. Education only, not investment advice.