How do you calculate annualised return?

All of our tracked strategies include an annualised return figure.

We calculate the return over the period since inception and then perform a calculation to figure out the annualised figure. i.e. 100 x ((1 + R)^(1/N) - 1) gives you your annualized return for the period, where N is the number of years since inception and R is the return since inception.

Please note that the annualised return is a historic (backward looking) figure. It does not reflect expected returns and past performance is not an indication of future returns!

A subscription to Stockopedia will be one of the best investments you'll ever make...

Here's what you'll get:
A decade of research into what works in stock markets
Millions of pounds of platform investment
Countless hours of research time saved
Access to hundreds of educational articles and ebooks
Over 30 talented professionals working flat out for you
A team of the very best bloggers acting as mentors
Saving you thousands in advisory fees every year
Stockopedia is the perfect solution for the time-poor individual investor looking for results
Starting at less than £23 per month

After your free trial, plans start at less than £23 per month. With a one month money back guarantee, there's no risk.

© Stockopedia 2022, Refinitiv, Share Data Services.
This site cannot substitute for professional investment advice or independent factual verification. To use it, you must accept our Terms of Use, Privacy and Disclaimer policies.