Three Year Return
Asset symbol is not found or was delisted
Indicator Description
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
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
| INT | World Fuel Services | Company |
| INTR | Inter Co Class | Company |
| INTAX | Columbia Strategic Municipal | Mutual Fund |
| INTF | iShares Edge MSCI | ETF |
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 Invested over 70 shares | |
 | Manufacturing Invested over 40 shares | |
 | Power Assets Invested over 200 shares | |
 | Banking Invested over 30 shares | |
 | Investor Favorites Invested few shares | |
Other Complementary Tools
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| 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 | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| 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 | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Global Correlations Find global opportunities by holding instruments from different markets |