annual returns
Investment performance reports
Annual returns are the gains or losses on an investment over a one-year period, typically expressed as a percentage of the initial investment.
Financial reports compare annual returns across years and against benchmarks: The fund's annual returns averaged 8% over the past decade.
In tax contexts, annual returns are yearly filings submitted to government authorities.
- inflation rateSpeed of rising costs
- financial statementsFormal records of transactions
- capital gainsProfit from asset sales
- interest rateCost of borrowing money
- dividend yieldDistribution as price percentage
balance sheet · income statement · cash flow statement · market volatility · compound interest · year over year · rebalancing · index fund · asset allocation · value investing · dollar-cost averaging · unemployment rate · S&P 500 · tax filing · fiscal policy · trade balance · monetary policy
- organizationsorganization, organizations, company, companies, club
- performance metricsmetrics, metric, KPIs, benchmark, benchmarks
- private companiesstartup, Ltd, LLC, partnership, sole proprietorship
- Savings Productssavings bonds, savings accounts, certificates, treasury bonds, government bonds
- corporate lawincorporation, shareholders, corporate governance, limited liability, shares
annual returnstotal return
Investment's complete performance measure
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