PortRate of Return — What Is It?
The percentage change in the value of an investment over a given period.
Explanation
The simplest measure of performance, but it's easy to calculate incorrectly. Three common pitfalls: not accounting for contributions, omitting fees and taxes, and comparing periods of different lengths.
The rate of return is usually stated on an annualized basis to allow comparison with savings accounts, inflation, or an index. A +30% return over three years is less than 9% annually.
Example
A portfolio worth 50,000 PLN grew to 57,500 PLN without additional contributions. The rate of return is 15%.
Related Terms
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Portevo displays this and dozens of other metrics for specific companies, along with an earnings calendar and your portfolio.
Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.
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