PortfolioMetrics
Performance Metrics
Detailed Returns

5Y Return (ann.)

Definition

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

Formula

5Y=(Ending ValueBeginning Value)151\text{5Y} = \left(\frac{{\text{{Ending Value}}}}{{\text{{Beginning Value}}}}\right)^{\frac{1}{5}} - 1

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