Ten Year Return
Asset symbol is not found or was delisted
Indicator Description
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Ten Year Return In A Nutshell
The ten year return should be used for mutual funds and equities you plan on holding for a very long time and will also purchase more during the life of your investing goals. For example, you may want to look at the ten year return of a mutual fund to understand if you will make money over the long haul. Of course past performance does not guarantee future profits, but it will give you a decent indication.
Just as the title states, this will cover the ten year return. The ten year return is for the extremely long term investor, giving you a look at the returns that would likely include a full business cycle and many of the seasonality’s of the equity you are researching. However, do not get caught up in the finer details as many, if not all, markets will fall at some point.
Closer Look at Ten Year Return
Here are a few of the good items with a ten year return analysis. First, the ten years will give you a real look at how the company does during a business cycle. Ten years should be long enough to cover a business cycle, allowing you to see how the equity performs during certain market conditions. Secondly, you can jump into slightly more detail and see which seasons affect the stock. An example being the retail market and how they usually break into the black during the holiday season or quarter. Lastly, you can get a true sense of how the equity will perform. Over a ten year period, you will likely see many outside market affects and how the equity reacted.
A few negatives to keep in mind are that first; it is not for the short term investor as over a ten year span, a short term investor is not likely to see many of those affects. Yes, it will paint a better picture, but as a short term investor, you would be more interested in the day to day news of performance of the stock and company. Secondly, it could have a negative impact on your research because not many people hold an equity for ten plus years. To hold something that long, you have to have faith that the company or performance will sustain. Obviously an S&P tracking mutual funds will always perform, but speaking in terms of a company or ETF, it may not do well for ten plus years.
Find the right time frame that fits your investing and trading style and find a way to utilize that. Not all times frame are going to give you what you need, but it certainly won’t hurt to try. If you have questions, reach out to an investing community and they can help to push you in the right direction and even give you real time feedback.
Other Suggestions
| ART | Artio Global Investors | CompanyDelisted |
| ARTW | Arts Way Manufacturing Co | Company |
| ARTQX | Artisan Mid Cap | Mutual Fund |
| ARTY | iShares Future AI | ETF |
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Investing Ideas
You can quickly originate your optimal portfoio using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Thematic Opportunities
Explore Investment Opportunities
Other Complementary Tools
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |