Investment Return

Explanation:Investment return is a percentage value of investment gains or losses generated by market changes in asset values.

When overall gain or loss is displayed:
Investment Return is a ratio of the difference between the asset balance and the cumulative contributions.

  • Investment return = (gain/loss ÷ cumulative contributions) × 100

When gain or loss is displayed for individual products:
Investment Return is a ratio of the difference between the asset balance and the asset purchase price.

  • Investment return = (gain/loss ÷ total cost) × 100
 
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