annual return

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Annual return is the gain or loss on an investment over a one-year period, expressed as a percentage of the initial value.

It allows comparison across different investments regardless of their size: The fund delivered an annual return of 8%.

In British usage, an annual return is also a required yearly filing that companies submit to regulatory authorities.

Opposites
time period

annual returntotal return

Investment's complete performance measure

quarterly results

measurement type

annual returnreal return

Gain after inflation deducted

net return

Family

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