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
I | Intelsat SA | Company |
ID | PARTS ID | Company |
IMPPP | Imperial Petroleum Preferred | Company |
IAE | Voya Asia Pacific | Fund |
IG | Principal Exchange Traded Funds | ETF |
IRX | 13-week Treasury Bill | Index |
ID | SPACE | Cryptocurrency |
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
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 |