Rolling returns measure average annualized returns over a specific time period and they can be helpful for gauging an investment’s … Continue reading → The post How to Calculate Rolling ...

Knowing how to convert your daily returns to annual returns can help you better compare investments to one another, regardless of their periodicity.

Advisers must ensure they are using the geometric rather than the arithmetic mean when calculating investment returns.

An annual return, or annualized return, is a percentage value that tells you how much an investment as increased in value on average per year over a period of time.

Calculate annual return: Adjust purchase price for splits, then annualize simple return. Dividends can be included by using dividend-adjusted prices in return calculations.