Both mutual funds have an annualized rate of return of 5.5%. However, in this case, it's important to look beyond the annualized rate of return to how each fund performs.

The annual return is the compound average rate of return for an investment per year over a period. It can be useful when you want to gauge performance over time.

Annual Rate of Return % = [(End of year price – Beginning of year price) / Beginning of year price] x 100. For example, if an investment is worth $70 at the end of the year and was purchased for ...

In this article, we'll go through: 1. What a cumulative return is and how to calculate it. 2. What the annualized return is, why it comes in handy, and how to calculate it. What is a cumulative ...

An annualized return—also called an “annualized rate of return” or “compound annual growth rate” (CAGR)—measures the average rate of return per year for investments held for periods ...

Roundhill Investments came out on Thursday and announced the launch of its latest exchange traded fund which seeks to offer ...

Annual Rate of Return Definition Annualized returns express periodic returns as an equivalent one-year value. This figure enables comparison between other investments' annual returns, because the ...

CAGR, or compound annual growth rate, allows investors to calculate and compare the rate of return of investments. Learn how its calculated and used by investors.

Collecting that bid as the premium represents a 1% return against the $45 commitment, or a 1.5% annualized rate of return (at Stock Options Channel we call this the YieldBoost).