Investment Returns

Why Past Performance Does Not Guarantee Future Returns

Past performance shows how an investment behaved during previous periods, but it cannot guarantee future results.…

Investment returns can vary considerably from one year to the next. Learn what can cause returns…

A positive investment return means an investment has gained value over the period being measured, while…

Nominal return shows how much an investment has gained or lost before inflation is considered. Real…

What Does Annualised Return Actually Mean? An annualised return expresses investment performance over more than one…

Total return measures the overall gain or loss from an investment by combining changes in its…

Investment returns are calculated by comparing the gain or loss with the investment’s starting value. Learn…

An investment return shows how much an investment has gained or lost over a particular period.…

Average investment returns can help summarise how investments have performed over time, but they do not…

Capital growth and investment income are two different ways an investment can potentially generate a return.…