Total, Expected, and Annualized Returns

Total and expected return pages explain broad performance measures used to summarize outcomes and forecasts across periods.

This subsection groups return measures that describe overall investment performance.

In this section

• Annualized Return: The Equivalent Yearly Return of an Investment
  Comprehensive guide to understanding Annualized Return: definition, formulas, examples, and its significance in the financial world.
• Expected Return: The Probability-Weighted Average Outcome Investors Anticipate
  Learn expected return, how it is calculated, why it matters in portfolio theory, and why a high expected return does not automatically mean a better investment.
• Mean Return: Expected Value of Investment Returns
  A comprehensive analysis of the mean return, its calculation in security analysis and capital budgeting, alongside historical context, examples, and related concepts.
• Total Return: Definition, Calculation, and Examples
  Understand the concept of Total Return, including its definition, calculation methods, and practical examples. Explore how this performance measure reflects the actual rate of return of an investment over a given evaluation period.