Some things to keep in mind that a one year return may not be indicative of the future returns, as one year may not be enough time to capture all of the potential cyclical data points that can influence return. If you are looking long term, it would be a better idea to look at a three year or five year return, as that can pick up more influential data points. Again, be sure to ensure the returns are in line and not an outlier compared to similar products.
One-Year-Return
 | By Nathan Young | Macroaxis Story |
As simple as it sounds, a one year return is nothing more than the annualized return of a equity over a one year period. When using a one year return, there are many ways to implement it in your investing strategy. If you have multiple equities that cover the specific time period, using the one year return can help you to narrow your search. Mutual funds would be a popular area to use a one year return, because you can take the one year returns, less the expense ratios, and that will give you a good idea of how each fund will return. Certainly some funds are more volatile, but this is simply a place to start.
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Reviewed by Rifka Kats
From a technical analysis stand point, you can look at the return of the chart and see where price currently is to the previous ears one year return. If the stock usually returns for example five percent, and right now it is currently on track to return two percent, that could indicate that the stock has higher to climb. It is important to use fundamental and technical analysis together as they will help to round your opinion. One year returns will give you a great place to start and can kick start your researching process.
Instrument Allocation
The asset allocation of funds such as Columbia Dividend usually varies among a different mix of asset classes. Balanced mutual funds invest not only in bonds, which focus primarily on income, and stocks, which aim for investment growth, but also keep some reserve in cash or even exotic instruments. Below we show the current asset allocation of Columbia Dividend Income
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