Three Year Return

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return In A Nutshell

Focusing on the three year return, this data point will tell you how the company has done over a long period of time, taking into account almost every aspect of the business. The shorter the time frame, you may be missing events or data points that the longer terms can show, which is why if you are investing, you want to look at the longer returns.

When looking into new investments or reviewing your current holdings, the main item you are looking at is return. You ultimately want to know what the stock or product will return to you. In the short term or if you trade, return is not necessarily as important because you are capturing the day to day movements of the company. However, looking at the long term, you want to know how the equity has performed, and that is when you will want to look at the one year and three year return.

Closer Look at Three Year Return

Here are a few examples of why you should utilize the three year returns when researching your next investment. First, you want to know how the company does during business cycles. Of course three years may not encompass a full business cycle, but you may get insights as to where the company excels and where it pulls back. That is important because it can lead you a buying opportunity if the stock pulls back slightly. Secondly, the longer time frame will allow you to look at seasonality of the company. An example would be anyone in the retail sector, which typically moves into the black during the holiday season. This will give you comfort when the company may be slow during one quarter, because you know its busy season is in the other quarter.

 

If there is a down fall to looking at the longer time frame, it would be that you may be missing the here and now in the data. You may not see an upcoming project or an acquisition in the makings that can grow the company and ultimately the stock price. When looking at this you should also take into account how the company is going to be going forward, but the potential will not be fixed into the current three year return. You could go a step further and set a projected target price based on the current information, giving you a projected return for a year or two out.

 

If you get stuck, reach out to an investing community and they can help to clarify the information at hand, giving you better light on the situation. Research is key and always necessary to formulate the best opinion. If you are a long term investor, utilize the three year return as that will paint a picture of what the company has done and how it reacts in certain situations.

Other Suggestions

AST ASTCryptocurrency
ASTA Astra VedaCompany
ASTNX Allianzgi Global SustainabilityMutual Fund
AST Asterias BiotherapeuticsCompany

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Trending Themes

If you are a self-driven investor, you will appreciate our idea-generating investing themes. Our themes help you align your investments inspirations with your core values and are essential building blocks of your portfolios. A typical investing theme is an unweighted collection of up to 20 funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of equities with common characteristics such as industry and growth potential, volatility, or market segment.
Momentum Idea
Momentum
Invested few shares
Cash Cows Idea
Cash Cows
Invested a lot of shares
Impulse Idea
Impulse
Invested over 100 shares
Business Services Idea
Business Services
Invested few shares
Banking Idea
Banking
Invested over 40 shares
ESG Investing Idea
ESG Investing
Invested few shares
Artificial Intelligence Idea
Artificial Intelligence
Invested few shares
Tech Growth Idea
Tech Growth
Invested over 100 shares
FinTech Idea
FinTech
Invested over 70 shares
Millennials Best Idea
Millennials Best
Invested over 30 shares
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

Other Complementary Tools

Content Syndication
Quickly integrate customizable finance content to your own investment portal
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
CEOs Directory
Screen CEOs from public companies around the world