Annualized Return
Annualized return restates multi-period investment performance as an equivalent yearly rate for easier comparison.
Total return, expected return, annualized return, and mean return terms used in investment performance analysis.
Total, Expected, and Annualized Returns 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.
| Term | Use it for |
|---|---|
| Annualized Return | A measurement term for comparing investment income, growth, or total performance. |
| Expected Return | A measurement term for comparing investment income, growth, or total performance. |
| Mean Return | A measurement term for comparing investment income, growth, or total performance. |
| Total Return | A measurement term for comparing investment income, growth, or total performance. |
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.
This page is educational and does not recommend a specific investment strategy, security, tax treatment, or account choice.
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Annualized return restates multi-period investment performance as an equivalent yearly rate for easier comparison.
Expected return is the probability-weighted average return used to compare investments, portfolios, and risk-return tradeoffs.
Mean return summarizes average investment outcomes and is used in portfolio analysis, scenario weighting, and capital budgeting.
Total return measures investment performance from price change plus income, distributions, and other cash flows over the holding period.