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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 ?
My guess is that when the text was formatted for the screen display, spaces were added to force the carriage return to a specific position and it was these added spaces that produced the odd-looking lines.
Even if you use carriage returns between fields, you need the quotes.
Remove extra Carriage Returns and blank spaces from email and Web text.
Text can be created with just about any old word processor, but it works out best if you use Times or Times New Roman as your font and avoid any fancy tabs, bulleted lists, fully justified lines, and lots of carriage returns.
PostSearch provides other post-processing functions, such as Query-by-Form (QBF), renumbering record labels, inserting page breaks, and reformatting Dialog TaGed records to remove hard carriage returns within fields.
FIRST Great Western's family carriage returns to the tracks for the Christmas period.
Customers may also request library-specific tabs and carriage returns which are embedded within the barcode to provide maximum ease of data entry for each library's local system.
The contract covers the transport of hot and cold food, groceries and carriage returns.