One Year Return
Asset symbol is not found or was delisted
Indicator Description
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
One Year Return In A Nutshell
From a technical analysis stand point, you can look at the return of the chart and see where price currently is to the previous ears one year return. If the stock usually returns for example five percent, and right now it is currently on track to return two percent, that could indicate that the stock has higher to climb. It is important to use fundamental and technical analysis together as they will help to round your opinion. One year returns will give you a great place to start and can kick start your researching process.
As simple as it sounds, a one year return is nothing more than the annualized return of a equity over a one year period. When using a one year return, there are many ways to implement it in your investing strategy. If you have multiple equities that cover the specific time period, using the one year return can help you to narrow your search. Mutual funds would be a popular area to use a one year return, because you can take the one year returns, less the expense ratios, and that will give you a good idea of how each fund will return. Certainly some funds are more volatile, but this is simply a place to start.
Closer Look at One Year Return
Some things to keep in mind that a one year return may not be indicative of the future returns, as one year may not be enough time to capture all of the potential cyclical data points that can influence return. If you are looking long term, it would be a better idea to look at a three year or five year return, as that can pick up more influential data points. Again, be sure to ensure the returns are in line and not an outlier compared to similar products.
Other Suggestions
H | Hyatt Hotels | Company |
HBANM | Huntington Bancshares Incorporated | Company |
HIE | Millerhoward High Income | Fund |
HF | Tidal Trust II | ETF |
HGX | PHLX Housing | Index |
HT | HT | Cryptocurrency |
H3698DDR2 | CS 6373 15 JUL 26 | Corporate Bond |
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.
ABBV | AbbVie Inc | |
HBI | Hanesbrands | |
MIDU | Direxion Daily Mid | |
V | Visa Class A | |
ORCL | Oracle |
Generate Optimal Portfolios
Other Complementary Tools
Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
Money Managers Screen money managers from public funds and ETFs managed around the world | |
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |