Logo
Unionpedia
Communication
Get it on Google Play
New! Download Unionpedia on your Android™ device!
Free
Faster access than browser!
 

Rate of return

Index Rate of return

In finance, return is a profit on an investment. [1]

58 relations: Annual percentage yield, Average, Bank, Capital budgeting, Capital gain, Cash flow, Compound annual growth rate, Compound interest, Cost of capital, Deposit account, Difference of two squares, Dividend, Dividend tax, Dollar cost averaging, Economic value added, Effective interest rate, Exchange-traded fund, Expected return, Finance, Financial capital, Financial risk, Holding period return, Inequality of arithmetic and geometric means, Inflation, Interest, Interest rate, Internal rate of return, Internal Revenue Service, Investment, Life annuity, Modified Dietz method, Mutual fund, Net asset value, Net present value, Poker tools, Principles of Corporate Finance, Profit (accounting), Profitability index, Purchasing power, Rate of profit, Return of capital, Return on assets, Return on capital, Return on capital employed, Return on equity, Return on investment, Returns (economics), Risk-free interest rate, Separate account, Simple Dietz method, ..., Tax, Time value of money, Time-weighted return, U.S. Securities and Exchange Commission, Value investing, Variable universal life insurance, Volatility (finance), Yield (finance). Expand index (8 more) »

Annual percentage yield

Annual percentage yield (APY) is a normalized representation of an interest rate, based on a compounding period of one year.

New!!: Rate of return and Annual percentage yield · See more »

Average

In colloquial language, an average is a middle or typical number of a list of numbers.

New!!: Rate of return and Average · See more »

Bank

A bank is a financial institution that accepts deposits from the public and creates credit.

New!!: Rate of return and Bank · See more »

Capital budgeting

Capital budgeting, and investment appraisal, is the planning process used to determine whether an organization's long term investments such as new machinery, replacement of machinery, new plants, new products, and research development projects are worth the funding of cash through the firm's capitalization structure (debt, equity or retained earnings).

New!!: Rate of return and Capital budgeting · See more »

Capital gain

A capital gain refers to profit that results from a sale of a capital asset, such as stock, bond or real estate, where the sale price exceeds the purchase price.

New!!: Rate of return and Capital gain · See more »

Cash flow

A cash flow describes a real or virtual movement of money.

New!!: Rate of return and Cash flow · See more »

Compound annual growth rate

Compound annual growth rate (CAGR) is a business and investing specific term for the geometric progression ratio that provides a constant rate of return over the time period.

New!!: Rate of return and Compound annual growth rate · See more »

Compound interest

Compound interest is the addition of interest to the principal sum of a loan or deposit, or in other words, interest on interest.

New!!: Rate of return and Compound interest · See more »

Cost of capital

In economics and accounting, the cost of capital is the cost of a company's funds (both debt and equity), or, from an investor's point of view "the required rate of return on a portfolio company's existing securities".

New!!: Rate of return and Cost of capital · See more »

Deposit account

A deposit account is a savings account, current account or any other type of bank account that allows money to be deposited and withdrawn by the account holder.

New!!: Rate of return and Deposit account · See more »

Difference of two squares

In mathematics, the difference of two squares is a squared (multiplied by itself) number subtracted from another squared number.

New!!: Rate of return and Difference of two squares · See more »

Dividend

A dividend is a payment made by a corporation to its shareholders, usually as a distribution of profits.

New!!: Rate of return and Dividend · See more »

Dividend tax

A dividend tax is the tax imposed by a tax authority on dividends received by shareholders (stockholders) of a company.

New!!: Rate of return and Dividend tax · See more »

Dollar cost averaging

Dollar cost averaging (DCA) is an investment strategy with the goal of reducing the impact of volatility on large purchases of financial assets such as equities.

New!!: Rate of return and Dollar cost averaging · See more »

Economic value added

In corporate finance, economic value added (EVA) is an estimate of a firm's economic profit, or the value created in excess of the required return of the company's shareholders.

New!!: Rate of return and Economic value added · See more »

Effective interest rate

The effective interest rate (EIR), effective annual interest rate, annual equivalent rate (AER) or simply effective rate is the interest rate on a loan or financial product restated from the nominal interest rate as an interest rate with annual compound interest payable in arrears.

New!!: Rate of return and Effective interest rate · See more »

Exchange-traded fund

An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks.

New!!: Rate of return and Exchange-traded fund · See more »

Expected return

The expected return (or expected gain) on a financial investment is the expected value of its return (of the profit on the investment).

New!!: Rate of return and Expected return · See more »

Finance

Finance is a field that is concerned with the allocation (investment) of assets and liabilities (known as elements of the balance statement) over space and time, often under conditions of risk or uncertainty.

New!!: Rate of return and Finance · See more »

Financial capital

Financial capital is any economic resource measured in terms of money used by entrepreneurs and businesses to buy what they need to make their products or to provide their services to the sector of the economy upon which their operation is based, i.e. retail, corporate, investment banking, etc.

New!!: Rate of return and Financial capital · See more »

Financial risk

Financial risk is any of various types of risk associated with financing, including financial transactions that include company loans in risk of default.

New!!: Rate of return and Financial risk · See more »

Holding period return

In finance, holding period return (HPR) is the return on an asset or portfolio over the whole period during which it was held.

New!!: Rate of return and Holding period return · See more »

Inequality of arithmetic and geometric means

In mathematics, the inequality of arithmetic and geometric means, or more briefly the AM–GM inequality, states that the arithmetic mean of a list of non-negative real numbers is greater than or equal to the geometric mean of the same list; and further, that the two means are equal if and only if every number in the list is the same.

New!!: Rate of return and Inequality of arithmetic and geometric means · See more »

Inflation

In economics, inflation is a sustained increase in price level of goods and services in an economy over a period of time.

New!!: Rate of return and Inflation · See more »

Interest

Interest is payment from a borrower or deposit-taking financial institution to a lender or depositor of an amount above repayment of the principal sum (i.e., the amount borrowed), at a particular rate.

New!!: Rate of return and Interest · See more »

Interest rate

An interest rate is the amount of interest due per period, as a proportion of the amount lent, deposited or borrowed (called the principal sum).

New!!: Rate of return and Interest rate · See more »

Internal rate of return

The internal rate of return (IRR) is a method of calculating rate of return.

New!!: Rate of return and Internal rate of return · See more »

Internal Revenue Service

The Internal Revenue Service (IRS) is the revenue service of the United States federal government.

New!!: Rate of return and Internal Revenue Service · See more »

Investment

In general, to invest is to allocate money (or sometimes another resource, such as time) in the expectation of some benefit in the future – for example, investment in durable goods, in real estate by the service industry, in factories for manufacturing, in product development, and in research and development.

New!!: Rate of return and Investment · See more »

Life annuity

A life annuity is an annuity, or series of payments at fixed intervals, paid while the purchaser (or annuitant) is alive.

New!!: Rate of return and Life annuity · See more »

Modified Dietz method

The modified Dietz method is a measure of the ex post (i.e. historical) performance of an investment portfolio in the presence of external flows.

New!!: Rate of return and Modified Dietz method · See more »

Mutual fund

A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities.

New!!: Rate of return and Mutual fund · See more »

Net asset value

Net asset value (NAV) is the value of an entity's assets minus the value of its liabilities, often in relation to open-end or mutual funds, since shares of such funds registered with the U.S. Securities and Exchange Commission are redeemed at their net asset value.

New!!: Rate of return and Net asset value · See more »

Net present value

In finance, the net present value (NPV) or net present worth (NPW) is a measurement of profit calculated by subtracting the present values (PV) of cash outflows (including initial cost) from the present values of cash inflows over a period of time.

New!!: Rate of return and Net present value · See more »

Poker tools

Poker tools are a variety of software or web-based applications that allow the statistical analysis of poker players, games or tournaments.

New!!: Rate of return and Poker tools · See more »

Principles of Corporate Finance

Principles of Corporate Finance is a reference work on the corporate finance theory edited by Richard Brealey, Stewart Myers, and Franklin Allen.

New!!: Rate of return and Principles of Corporate Finance · See more »

Profit (accounting)

Profit, in accounting, is an income distributed to the owner in a profitable market production process (business).

New!!: Rate of return and Profit (accounting) · See more »

Profitability index

Profitability index (PI), also known as profit investment ratio (PIR) and value investment ratio (VIR), is the ratio of payoff to investment of a proposed project.

New!!: Rate of return and Profitability index · See more »

Purchasing power

Purchasing power (sometimes retroactively called adjusted for inflation) is the number and quality or value of goods and services that can be purchased with a unit of currency.

New!!: Rate of return and Purchasing power · See more »

Rate of profit

In economics and finance, the profit rate is the relative profitability of an investment project, of a capitalist enterprise, or of the capitalist economy as a whole.

New!!: Rate of return and Rate of profit · See more »

Return of capital

Return of capital (ROC) refers to principal payments back to "capital owners" (shareholders, partners, unitholders) that exceed the growth (net income/taxable income) of a business or investment.

New!!: Rate of return and Return of capital · See more »

Return on assets

The return on assets (ROA) shows the percentage of how profitable a company's assets are in generating revenue.

New!!: Rate of return and Return on assets · See more »

Return on capital

Return on capital (ROC), or return on invested capital (ROIC), is a ratio used in finance, valuation and accounting, as a measure of the profitability and value-creating potential of companies after taking into account the amount of initial capital invested.

New!!: Rate of return and Return on capital · See more »

Return on capital employed

Return on capital employed is an accounting ratio used in finance, valuation, and accounting.

New!!: Rate of return and Return on capital employed · See more »

Return on equity

In corporate finance, the return on equity (ROE) is a measure of the profitability of a business in relation to the book value of shareholder equity, also known as net assets or assets minus liabilities.

New!!: Rate of return and Return on equity · See more »

Return on investment

Return on investment (ROI) is the ratio between the net profit and cost of investment resulting from an investment of some resource.

New!!: Rate of return and Return on investment · See more »

Returns (economics)

Returns, in economics and political economy, are the distributions or payments awarded to the various suppliers of the factors of production.

New!!: Rate of return and Returns (economics) · See more »

Risk-free interest rate

The risk-free interest rate is the rate of return of a hypothetical investment with no risk of financial loss, over a given period of time.

New!!: Rate of return and Risk-free interest rate · See more »

Separate account

A separate account is a segregated accounting and reporting account held by an insurance company not in, but rather "separate" from its general account.

New!!: Rate of return and Separate account · See more »

Simple Dietz method

The simple Dietz method is a means of measuring historical investment portfolio performance, compensating for external flows into/out of the portfolio during the period.

New!!: Rate of return and Simple Dietz method · See more »

Tax

A tax (from the Latin taxo) is a mandatory financial charge or some other type of levy imposed upon a taxpayer (an individual or other legal entity) by a governmental organization in order to fund various public expenditures.

New!!: Rate of return and Tax · See more »

Time value of money

The time value of money is the greater benefit of receiving money now rather than later.

New!!: Rate of return and Time value of money · See more »

Time-weighted return

The time-weighted return (TWR) is a method of calculating investment return.

New!!: Rate of return and Time-weighted return · See more »

U.S. Securities and Exchange Commission

The U.S. Securities and Exchange Commission (SEC) is an independent agency of the United States federal government.

New!!: Rate of return and U.S. Securities and Exchange Commission · See more »

Value investing

Value investing is an investment paradigm which generally involves buying securities that appear underpriced by some form of fundamental analysis, though it has taken many forms since its inception.

New!!: Rate of return and Value investing · See more »

Variable universal life insurance

Variable universal life insurance (often shortened to VUL) is a type of life insurance that builds a cash value.

New!!: Rate of return and Variable universal life insurance · See more »

Volatility (finance)

In finance, volatility (symbol σ) is the degree of variation of a trading price series over time as measured by the standard deviation of logarithmic returns.

New!!: Rate of return and Volatility (finance) · See more »

Yield (finance)

In finance, the yield on a security is the amount of cash (in percentage terms) that returns to the owners of the security, in the form of interest or dividends received from it.

New!!: Rate of return and Yield (finance) · See more »

Redirects here:

Annual return, Annualized return, Arithmetic return, Average Annual Rate of Return, Average Annualized Rate of Return, Compound Rate of Return, FYRR, Investment Returns, Investment return, Log return, Logarithmic return, Overall Rate of Return, Overall rate of return, Percent return, Project ROI (Return on Investment), Rate of Return, Rate of return on investment, Rates of Return, Rates of return, Return (finance), Return On Investment, Returns on investment, Time weighted return, Time-Weighted Average Return.

References

[1] https://en.wikipedia.org/wiki/Rate_of_return

OutgoingIncoming
Hey! We are on Facebook now! »