One 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 One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

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

I Intelsat SACompany
ID PARTS IDCompany
IMPPP Imperial Petroleum PreferredCompany
IAE Voya Asia PacificFund
IG Principal Exchange Traded FundsETF
IRX 13-week Treasury BillIndex
ID SPACECryptocurrency

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.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Other Complementary Tools

Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Global Correlations
Find global opportunities by holding instruments from different markets
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Portfolio Suggestion
Get suggestions outside of your existing asset allocation including your own model portfolios
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
FinTech Suite
Use AI to screen and filter profitable investment opportunities
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities