rate of return

/reɪt əv rɪˈtɜːrn/
noun phraseIntermediate
💰Finance
technical

The percentage gain or loss on an investment over a specific period, expressed as a percentage of the initial investment.

Bonds typically offer a lower rate of return compared to stocks.

This means bonds provide smaller profits relative to the initial investment than stocks do.

The rate of return on this real estate project is projected at 12% annually.

This indicates that the investment is expected to yield a 12% profit each year.

💡

The rate of return is a key metric for evaluating investment performance.

Collocations

annual rate of returnthe yearly profit percentage of an investmentexpected rate of returnthe anticipated profit percentage from an investmenthistorical rate of returnthe past profit percentage of an investment

Synonyms

Antonyms

Related Phrases

compound annual growth ratephrase
the mean annual growth rate of an investment over a specified period
internal rate of returnphrase
the discount rate that makes the net present value of all cash flows equal to zero

💡Pro Tip

Understanding Risk vs. Return

Higher rates of return often come with higher risk. Always consider the risk level when evaluating an investment's rate of return.

Gold Rule

Consistency in Measurement

Ensure that the rate of return is calculated over the same time period for fair comparisons between investments.

📖Word Origin

The term combines 'rate' (a measure of quantity) and 'return' (profit or gain), reflecting the financial concept of measuring investment performance.

📝Usage Notes

The rate of return is often used to compare different investment opportunities. It can be calculated as (current value - initial value) / initial value.

Word Breakdown

rate
a measure or proportion
root
+
of
belonging to or associated with
preposition
+
return
profit or gain from an investment
root
English Dictionary