Browse Investing

Returns, Yields, and Performance Measures

Return, yield, growth-rate, compounding, appreciation, and performance-measure terms used in investing.

Returns, Yields, and Performance Measures terms explain how investment results are measured, compared, annualized, compounded, distributed, or translated into yield language.

Use this branch when the question depends on the exact return formula, time period, reinvestment assumption, fee treatment, tax treatment, or income-versus-price return split.

What This Branch Covers

AreaUse it for
Bond Yield Comparisons and Spread PickupsReturn, yield, compounding, income, or performance-measurement terms.
Compounding, Effective Rates, and ReinvestmentReturn, yield, compounding, income, or performance-measurement terms.
Growth Rates and AppreciationReturn, yield, compounding, income, or performance-measurement terms.
Return Calculation and Performance MetricsReturn, yield, compounding, income, or performance-measurement terms.
Yield, Income, and Distribution MeasuresReturn, yield, compounding, income, or performance-measurement terms.

What to Check

Check the formula, measurement period, compounding convention, cash-flow timing, reinvestment assumption, fees, taxes, currency, and whether the result is historical, expected, quoted, or realized.

Common Mistakes

  • Comparing returns from different periods or compounding conventions.
  • Treating quoted yield or expected return as the same as realized performance.
  • Ignoring fees, taxes, currency, reinvestment, and cash-flow timing.
  • Mixing income return, price return, and total return without labeling each measure.

This page is educational and does not recommend a specific investment strategy, security, tax treatment, or account choice.

In this section

Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.

Yield Comparisons

Investment yield terms for yield basis, yield equivalence, yield gaps, and yield pickup decisions.

Compounding & Rates

Investment terms for compounding, effective rates, reinvestment assumptions, and doubling-time rules.

Growth & Appreciation

Investment performance terms for appreciation, capital appreciation, price appreciation, annual growth rates, AAGR, and CAGR.

Return Metrics

Investment return terms for expected, gross, net, simple, annualized, total, and risk-adjusted performance comparisons.

Yield & Income

Investment terms for income return, distribution yield, gross yield, net yield, SEC yield, simple yield, and yield on cost.

Revised on Sunday, June 21, 2026