Three Year Return

The Three 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 Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 

Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

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.

All Fundamental Indicators

Be your own money manager

Our tools can tell you how much better you can do entering a position in Investor Education without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Commodity Channel Index Now

   

Commodity Channel Index

Use Commodity Channel Index to analyze current equity momentum
All  Next Launch Module

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 Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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 Anywhere
Track or share privately all of your investments from the convenience of any device
Go
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
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go