Saturday, January 1, 2011

Annual Return

A fund's annual return is the performance of the fund, its category/category index through calendar year periods of time. The annual return may be calculated on a variety of bases e.g. with different compounding periods, gross returns before fees, taxes and expenses, or net returns, etc. It is important to be clear on what returns are being discussed and compared.

Synonyms: Annual performance, Yearly return

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