STRUCTURED LEARNING FOR YOUR NEXT STEP

Return explained.

The gain or loss on an investment over a stated period. Clarify whether a figure includes distributions, contributions, costs, taxes, and the effect of inflation before comparing it.

Planning

Return

The gain or loss on an investment over a stated period. Clarify whether a figure includes distributions, contributions, costs, taxes, and the effect of inflation before comparing it.

Example: A price gain and a cash distribution both contribute to total return.

Watch for: Comparing figures calculated over different periods or on different bases.

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