Measuring Investment Performance

Bond yields go up and down depending on the credit rating of the issuer, the interest rate environment and general market demand for bonds. ... For example, you had a $620 total return on a $2,000 investment over three years. So, your total return is 31 percent. Your annualized return is 9.42 percent. This is . derived by: (1+.31)(1/3) - 1 = 9.42%. ................
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