Average Annual Return

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Average Annual Return

The sum of the return rates of an investment over a given number of years divided by that number of years. For example, if one wishes to compute the average annual return over five years and the returns in each year were 2%, 5%, 7%, 9% and 4%, the AAR would be 5.4% per year (27% / 5 years). The average annual return is useful when gauging an investment's current annual return with respect to its historical return. In the above example, one may conclude that because the annual return in the most recent year (4%) is below the AAR, the investment may not be advisable.
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The GAMCO Global Growth's (AAA) average annual returns for the one, three, five and ten year periods ending December 31, 2005 were 13.
Total returns and average annual returns reflect changes in share price and reinvestment of dividends and are net of expenses.
Third Avenue Real Estate Value Fund's one-year, three-year, five-year, and since inception (9/17/98) average annual returns for the period ending September 30, 2003 are 25.
By now, we welcome thousands of new investors worldwide each month", says Baha, who credits the companies longstanding track record for the strong demand: The Quadriga AG has achieved average annual returns of approximately 30%, net of fees, since January 1997; the Quadriga GCT has achieved average annual returns of approximately 50%, net of fees, since January 2000.
In 1996 Concord was named by the Wall Street Journal as the highest-performing company for the 10-year period 1986 to 1996 based on average annual returns of 60.
08% are the Domini Social Equity Fund's average annual returns for the 1-year, 5-year and 10-year periods ended 6/30/02.
Instead of "buy and hold," and calculating average annual returns, Hull Capital Management argues that portfolios can and should be profitable every year, even in a down market.
The Prudent Speculator, The Chartist, No-Load Fund X, and Dow Theory Forecasts showed average annual returns of 18.
Morningstar ratings are calculated from the Fund's three-year average annual returns in excess of 90-day Treasury bill returns with appropriate adjustments, and a risk factor that reflects fund performance below 90-day T-bill returns.
Federated International Small Company Fund delivered one year, three year, and since inception (February 28, 1996) average annual returns of 113.
The average annual returns for Class A shares, also as of June 30, 1999, reflecting the impact of the maximum front-end sales charge of 5.
These ratings may change monthly and are calculated from the fund's 1-, 3-, 5- and 10-year (when available) average annual returns in excess of 90-day Treasury bill returns, with an appropriate adjustment for fees and expenses and with a risk factor reflecting the fund's performance below 90-day T-bill returns.

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