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.
  
Refresh
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

Investor Education Investors Sentiment

The influence of Investor Education investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Investor. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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.

Current Sentiment - FILTER

Investor Education Investor Sentiment

Most of Macroaxis users are currently bullish on FILTER. What is your judgment towards investing in FILTER? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
Skip

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Investor Education using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

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 Investing Opportunities. Note that the Investor Education information on this page should be used as a complementary analysis to other Investor Education statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamental Analysis module to view fundamental data based on most recent published financial statements.

Other Tools for Investor Private

When running Investor Education price analysis, check to measure Investor Education market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Investor Education is operating at the current time. Most of Investor Education value examination focuses on studying past and present price action to predict the probability of Investor Education future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Investor Education price. Additionally, you may evaluate how the addition of Investor Education to your portfolios can decrease your overall portfolio volatility.
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Go