Ten Year Return

The Ten Year Return Fundamental Analysis lookup allows you to check this and other indicators for any equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Please continue to Equity Screeners to view more equity screening tools.
  
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

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.

All Fundamental Indicators

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Investor Education in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Investor Education short interest history, or implied volatility extrapolated from Investor Education options trading.

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any Private could be tightly coupled with the direction of predictive economic indicators such as signals in estimate.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Other Consideration for investing

Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Equity Valuation
Check real value of public entities based on technical and fundamental data
Stock Tickers
Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Money Managers
Screen money managers from public funds and ETFs managed around the world
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.