Performance Perspectives Blog

Annualization of returns: it’s more challenging than you may think

by | Feb 7, 2019

When it comes to the annualization of returns, most folks think that the rules are pretty straightforward and agreed by all. However, that truly is not the case. And, it is most notable when we’re dealing with a “point-to-point” cumulative return such as June 15, 2016 to January 8, 2019. How do we annualize this? Well, I take this up in this video, though I do not provide any solution: I will, by the end of the year. Something to look forward to! As always, please chime in w/your thoughts!

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