Ten Year Return
Asset symbol is not found or was delisted
Indicator Description
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Ten Year Return In A Nutshell
The ten year return should be used for mutual funds and equities you plan on holding for a very long time and will also purchase more during the life of your investing goals. For example, you may want to look at the ten year return of a mutual fund to understand if you will make money over the long haul. Of course past performance does not guarantee future profits, but it will give you a decent indication.
Just as the title states, this will cover the ten year return. The ten year return is for the extremely long term investor, giving you a look at the returns that would likely include a full business cycle and many of the seasonality’s of the equity you are researching. However, do not get caught up in the finer details as many, if not all, markets will fall at some point.
Closer Look at Ten Year Return
Here are a few of the good items with a ten year return analysis. First, the ten years will give you a real look at how the company does during a business cycle. Ten years should be long enough to cover a business cycle, allowing you to see how the equity performs during certain market conditions. Secondly, you can jump into slightly more detail and see which seasons affect the stock. An example being the retail market and how they usually break into the black during the holiday season or quarter. Lastly, you can get a true sense of how the equity will perform. Over a ten year period, you will likely see many outside market affects and how the equity reacted.
A few negatives to keep in mind are that first; it is not for the short term investor as over a ten year span, a short term investor is not likely to see many of those affects. Yes, it will paint a better picture, but as a short term investor, you would be more interested in the day to day news of performance of the stock and company. Secondly, it could have a negative impact on your research because not many people hold an equity for ten plus years. To hold something that long, you have to have faith that the company or performance will sustain. Obviously an S&P tracking mutual funds will always perform, but speaking in terms of a company or ETF, it may not do well for ten plus years.
Find the right time frame that fits your investing and trading style and find a way to utilize that. Not all times frame are going to give you what you need, but it certainly won’t hurt to try. If you have questions, reach out to an investing community and they can help to push you in the right direction and even give you real time feedback.
Other Suggestions
I | Intelsat SA | Company |
IE | Ivanhoe Electric | 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.
LTC | Litecoin | |
STETH | Staked Ether | |
LINK | Chainlink | |
XLM | Stellar | |
CRO | Cronos |
Investing Ideas
You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Thematic Opportunities
Explore Investment Opportunities
Other Complementary Tools
Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
Bonds Directory Find actively traded corporate debentures issued by US companies | |
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 | |
Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |