Historical Returns

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Dictionary Says

Definition of 'Historical Returns'

The past performance of a security or index. Analysts review historical return data when trying to predict future returns, or to estimate how a security might react to a particular situation, such as a drop in consumer demand. Historical returns can also be useful when estimating where future points of data may fall in terms of standard deviations.  
Investopedia Says

Investopedia explains 'Historical Returns'

Looking at historical data can provide some insight into how a security or market has reacted to a variety of different variables, from regular economic cycles to sudden world events. Investors looking to interpret historical returns should keep one caveat in mind: you can't assume that the future will be like the past. The older the historical return data is, the more likely it is to be less useful when predicting future returns.

Search results for

'Historical Returns'

  • Projected Returns: Honing The Craft

    http://www.investopedia.com/articles/05/020805.asp
    ... All too often, investors simply extrapolate historical returns into the future. ... Firstly,
    dividends played a much larger part in historical returns back then. ...

  • Stocks Are No.1

    http://www.investopedia.com/articles/stocks/08/stocks-historical-returns-number-one.asp
    ... to returns generated by stocks. That's no surprise according to a 2008 paper by
    Wachovia's Economics Group entitled "Commodity Prices in Historical Perspective ...

  • How To Avoid Falling Prey To The Next Madoff Scam

    http://www.investopedia.com/articles/fundamental-analysis/09/investing-due-diligence.asp
    ... Historical Returns Your portfolio's historical returns, preferably in the format
    accepted by the Global Investment Performance Standards (GIPS), should be ...

  • Spice Up Your Portfolio With International Bonds

    http://www.investopedia.com/articles/bonds/08/global-bond.asp?partner=aol-d
    ... The main benefits of investing in international bonds include portfolio
    diversification, higher historical returns and currency benefits. ...

  • Stock Market Risk: Wagging The Tails

    http://www.investopedia.com/articles/financial-theory/09/bell-curve-wag-tails.asp
    ... Asset class returns are usually identified by their long-term projections, which
    are based on a combination of historical returns and future expectations. ...

  • Spice Up Your Portfolio With International Bonds

    http://www.investopedia.com/articles/bonds/08/global-bond.asp
    ... The main benefits of investing in international bonds include portfolio
    diversification, higher historical returns and currency benefits. ...

  • 5 Types Of REITs And How To Invest In Them

    http://www.investopedia.com/articles/mortgages-real-estate/10/real-estate-investment-trust-reit.asp
    ... Here we look at a few of the main ones and their historical returns. By the end
    of this article you should have a better idea when and what to buy. ...

  • Big Stocks With Big Dividends

    http://stocks.investopedia.com/stock-analysis/2010/Big-Stocks-With-Big-Dividends-JNJ-KFT-BRK.A-BRK.B-VZ-HD-PG-CVX0824.aspx
    Dividends have accounted for half of the S&P 500's historical returns,
    and may make up more than that over the next few years. So ...

  • Using Historical Volatility To Gauge Future Risk

    http://www.investopedia.com/articles/06/historicalvolatility.asp
    ... Historical volatility is standard deviation, as in "the stock's annualized standard
    deviation was 12%". We compute this by taking a sample of returns, such as ...

  • Special Dividends Pave Way To Better Stock Returns

    http://stocks.investopedia.com/stock-analysis/2010/Special-Dividends-Pave-Way-To-Better-Stock-Returns-WNI-BKE-QSII-IDC-VLGEA-ELS0409.aspx
    ... The results will allow for some historical returns after the dividend payments have
    been made. As it turns out, 1,100 results match the two-word search. ...

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