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!

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