Glossário

Annual Return

Annual Return in terms of trading terminology is the return on trading funds that a trader or Trading portfolio returns over a specific trading period, expressed as an Annual Percentage. The rate of Annual Return is expressed as a percentage of the total value of the fund or portfolio (the Initial Investment) and shows a Geometric Mean rather than an Arithmetic Mean.

A Geometric Mean is calculated from percentages derived at from values whereas an Arithmetic Mean uses the actual values themselves to calculate the final result. The Geometric Mean must be used for calculating Annual Return as it takes into account the affect of compounding where the initial investment will increase (or possibly decrease) year on year.

Annual Return is the standard or preferred method of calculating a return on investment for investments with liquidity and as it is calculated using the Geometric Method will always take into account any increases in the portfolio value to produce a more accurate figure than just a simple return.

The formula for calculating annual return can be expressed as below:

Annual return=((final value/initial value )1/years )−1

Where years = number of holding years for the investment in the trading fund

Annual return is extremely important to investors as it determines the average yearly return of an investment over the entire lifetime of the investment and also takes into account any losses that may occur over this period. It is also one of the easiest forms of return on investment calculations and is easily understandable. In its simplest form the annual return is the geometric average of the investment over A specific time period.

Key takeaways:
Annual return is a measurement of how an investment has performed (positively or negatively)
on average each year over a specific time period.
Annual return is calculated as a geometric average rather than an arithmetic average to take
into account compounding.
Annual return is one of the simplest methods of return assessment and is used worldwide by
investors and fund managers.
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Annual Return

Annual Return in terms of trading terminology is the return on trading funds that a trader or Trading portfolio returns over a specific trading period, expressed as an Annual Percentage. The rate of Annual Return is expressed as a percentage of the total value of the fund or portfolio (the Initial Investment) and shows a Geometric Mean rather than an Arithmetic Mean.

A Geometric Mean is calculated from percentages derived at from values whereas an Arithmetic Mean uses the actual values themselves to calculate the final result. The Geometric Mean must be used for calculating Annual Return as it takes into account the affect of compounding where the initial investment will increase (or possibly decrease) year on year.

Annual Return is the standard or preferred method of calculating a return on investment for investments with liquidity and as it is calculated using the Geometric Method will always take into account any increases in the portfolio value to produce a more accurate figure than just a simple return.

The formula for calculating annual return can be expressed as below:
• Annual return=((final value/initial value )1/years )−1
Where years = number of holding years for the investment in the trading fund

Annual return is extremely important to investors as it determines the average yearly return of an investment over the entire lifetime of the investment and also takes into account any losses that may occur over this period. It is also one of the easiest forms of return on investment calculations and is easily understandable. In its simplest form the annual return is the geometric average of the investment over A specific time period.
Annual return is a measurement of how an investment has performed (positively or negatively)
on average each year over a specific time period.
Annual return is calculated as a geometric average rather than an arithmetic average to take
into account compounding.
Annual return is one of the simplest methods of return assessment and is used worldwide by
investors and fund managers.

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O CFI Financial Group é um premiado provedor de mercados financeiros globais com mais de 23 anos de experiência e entidades regulamentadas em diversas jurisdições, focado em oferecer condições de execução e negociação impecáveis, incluindo spreads muito baixos, serviços profissionais, suporte dedicado e ferramentas poderosas.
CFI Financial Group tem subsidiárias regulamentadas em
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Importante - Isenção de responsabilidade:


Gostaríamos de lembrar que, apesar do empenho em disponibilizar aos clientes o que há de melhor, a CFI fornece apenas serviços de execução, portanto quaisquer informações, relatórios, opiniões, comentários ou outros materiais recebidos diretamente pela CFI, ou por seus colaboradores, de quaisquer ferramentas analíticas ou pesquisas de terceiros disponibilizadas ao Cliente pela Companhia, não devem ser consideradas como consultoria de investimento e não podem ser utilizadas para tomar decisões de investimento. O Cliente se compromete a realizar suas próprias pesquisas de fontes externas ao realizar qualquer investimento. O Cliente aceita e concorda que a CFI não se responsabiliza por qualquer perda ou prejuízo, incluindo, sem limitação, qualquer perda de lucro, que possa advir direta ou indiretamente do uso ou confiança em tais informações. O conteúdo de qualquer relatório fornecido não deve ser interpretado como uma promessa expressa ou implícita, nem como garantia ou implicação de que os clientes irão lucrar com as estratégias aqui existentes, ou como uma garantia de que as perdas relacionadas a elas podem ser ou serão limitadas.


Forex e CFDs são produtos com alavancagem que incorrem em alto nível de risco e um pequeno movimento adverso do mercado pode expor o cliente à perda de todo o capital investido. A grande maioria das contas dos clientes de varejo perde dinheiro ao negociar com CFDs. Você deve avaliar se compreende como funcionam os CFDs e se pode arcar com o alto risco de perder seu dinheiro. Existe a possibilidade de que você possa sofrer uma perda superior aos fundos depositados, mesmo que um stop loss seja utilizado e, portanto, você não deve especular com capital que não possa perder, estando ciente dos riscos envolvidos na negociação.A Credit Financier Invest (Mauritius) Ltd fornece informações gerais que não levam em conta seus objetivos, situação financeira ou necessidades. O conteúdo deste site não deve ser interpretado como um conselho pessoal. Por favor, certifique-se de compreender os riscos envolvidos e procure aconselhamento independente, se necessário.

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