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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.


See yield.


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 ?
E-filing is not available for amended returns, final returns or Form 990-T, Exempt Organization Business Income Tax Return.
This is simply the flip side of the law of diminishing returns.
Corporations that plan to use a tax professional to prepare their electronic income tax returns should ensure the professionals are IRS-authorized e-file providers.
Generally, the temporary regulations are effective for certain returns due after 2005, so CPAs need to be familiar with them this filing season.
That attitude will go a long way now that California's recently passed budget made e-filing mandatory for all practitioners who file 100 or more individual state tax returns per year and use tax preparation software.
Because the provision misapprehends the CEO's role in the preparation of company tax returns and could adversely affect tax administration, TEI recommends that it be abandoned.
The RH now returns the football (up the left side).
If you are a nonfiler, go directly your nearest tax professional and file tax returns with the Internal Revenue Service voluntarily.
To reduce credit risk in the ACH system, in December 1987 the Board approved a requirement, effective July 18, 1988, that debit returns of $2,500 or more be deposited at the Reserve Banks for processing by the nighttime deposit deadlines.
The award highlights the outstanding risk-adjusted returns delivered by the TCW Total Return Bond Fund (NASDAQ:TGLMX) since its inception in 1993.
tax returns, especially when they are uncertain about whether they are supposed to file and/or whether they have been reluctant to file late returns.
When we prepare returns, we also do most tax projections--a key part of the tax-planning process--for the present and following year.