PortfolioMetrics
Performance Metrics
Detailed Returns

3Y Return (ann.)

Definition

The three years annualized return represents the compound annual growth rate (CAGR) of an investment over the past three years.

Formula

3Y=(Ending ValueBeginning Value)131\text{3Y} = \left(\frac{{\text{{Ending Value}}}}{{\text{{Beginning Value}}}}\right)^{\frac{1}{3}} - 1

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