Measuring Investment Performance

Your annualized return is 9.42 percent. This is . derived by: (1+.31)(1/3) - 1 = 9.42%. If the price of the stock drops during the period you own it, and you have a loss instead of a profit, you do the calculation the same way but your return may be negative if income from the investment hasn’t offset the loss in value. ................
................

In order to avoid copyright disputes, this page is only a partial summary.