Return


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Related to Return: Return on Investment

Return

The change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.

Rate of Return

In securities, the amount of revenue an investment generates over a given period of time as a percentage of the amount of capital invested. The rate of return shows the amount of time it will take to recover one's investment. For example, if one invests $1,000 and receives $150 in the first year of the investment, the rate of return is 15%, and the investor will recover his/her initial $1,000 in six years and eight months. Different investors have different required rates of return at different levels of risk.

return

See yield.

Return.

Your return is the profit or loss you have on your investments, including income and change in value.

Return can be expressed as a percentage and is calculated by adding the income and the change in value and then dividing by the initial principal or investment amount. You can find the annualized return by dividing the percentage return by the number of years you have held the investment.

For example, if you bought a stock that paid no dividends at $25 a share and sold it for $30 a share, your return would be $5. If you bought on January 3, and sold it the following January 4, that would be a 20% annual percentage return, or the $5 return divided by your $25 investment.

But if you held the stock for five years before selling for $30 a share, your annualized return would be 4%, because the 20% gain is divided by five years rather than one year.

Percentage return and annual percentage return allow you to compare the return provided by different investments or investments you have held for different periods of time.

References in periodicals archive ?
Even with these software checks, the Service occasionally rejects returns that the software treats as qualified.
From an investment perspective, one way to do that is to raise the return on capital.
Cummings notes an additional change to the information-gathering and compilation process: gathering the necessary signature information prior to submitting the return to IRS.
Now called Application for Automatic 6-Month Extension of Time to File Certain Business Income Tax, Information, and Other Returns, the form will apply to a larger number of returns than did its predecessor.
When a tax return is mailed to the IRS, there are at least eight people that will handle that return," says Maria Jaramillo, a tax specialist with the small business, self-employed taxpayer communication division of the IRS.
In TEI's view, the senior tax official is the person in the best position to assess--and state affirmatively--that the return fulfills the company's legal obligations.
The second is by opening the competition for the return spots.
Donnelley helps minimize return shipping costs; Newgistics also can tag and "audit" returned merchandise for accurate forwarding to the right location (back to inventory, to a liquidator, to be destroyed, etc.
The asset manager is expected to generate returns greater than or equal to the expected return on liabilities plus a specified spread.
The premix consumption should be higher when bone-dry return sand is involved because the return sand clay would make little contribution to the overall "glue" strength during the limited mulling cycle.
Probably the most distinctive aspect of our kickoff return was a triple reverse action off the posting QB.
When the innocent spouse signed the return, he or she did not know and had no reason to know that there was a substantial underpayment of tax.