Average Annual Return - AAR

  

Categories: Bonds, Metrics, Investing

A way to look at how well an investment has performed over a period of several years. As the name suggests, you just take the annual returns for a given period of time and figure out the average.

For instance, in the last half dozen years, the NASDAQ has returned +3% then -12%, then +22%, then +9%, then +15%, then -2%. The AVERAGE of these annual returns is about +5.8%. That's it. No calculus needed. Just a little addition and then a little division. You know, an average.

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Finance: What is an Expected Return?8 Views

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Finance, a la shmoop. what is expected return? Okay we've been experimenting for

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months on libertarians with cancer in a gwangju prison. Our drug is gonna do one [ man swallows pill]

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of three things. A. it may make the prisoners glow in the dark. Not all that

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useful as a drug discovery but it would allow investors to sell the company to [man's face glows]

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cirque de soleil who would be thrilled to cut down on bodypaint expenses. All

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right well if event A happens investors will get at least a 20% return on our [circus performers shown]

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money odds of the the glow must go on happening ? 35% . okay moving on. Event B, our

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drug may well just kill them - yeah that's a bunch of libertarians in a gwangju

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prison. Who's gonna notice, right? in which case investors lose all of their money [money on fire]

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and the glow must go on just folds up tent, and goes away. The return there

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would be zero. Odds of this happening? Well, 60% yeah

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six out of ten. Probably gonna die. okay event C the drug cures cancer! If that [written explanation shown]

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happens while investors get a thousand percent return on their money .Save the

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world and in general improve their tinder match ratio by like a zillion.

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Odds of this happening, well just 5% but hey it's worth a shot right?

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So our adjusted probability chart looks like- this - see we got return and odds and [chart shown]

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expect the case 2035, 7 yeah there we go.

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So what is all this telling us ? Well that the overall expected return - yeah you

01:32

knew we'd get there eventually - is a 57% return on our investment. Great return!

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bottom line do it the chance of curing cancer would be well worth the risk. And [people dance]

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if not well at least there would be fewer bicycling accidents.

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