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 ?
Nonfiling penalties: Exempt organizations required to e-file (based on the above rules), but that do not, are deemed not to have filed a return, even if a paper return is submitted; see Temp.
The neoclassical school of economics argues that an aging population should depress the return on capital.
Additionally, Molly Delafield, senior manager of InSource Income Tax at Thomson Tax & Accounting, encourages corporations to look at their 2004 returns and evaluate every piece of information in that return.
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If these requirements are met, interest will be suspended--not charged--from 18 months from the later of the date the original return was filed or the due date for the original return, without extension, until 15 days after the amended return is filed.
Section 6062 of the Code currently requires that the income tax return of a corporation be signed by the president, vice-president, treasurer, assistant treasurer, chief accounting officer, or any other officer of the corporation authorized by the corporation to sign the return.
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