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Post by Ace on Dec 31, 2018 13:49:36 GMT
Can anyone explain the difference between the Welendus terms "Return per annum" and "Annualised return", as stated on their Investment Summary page for each investment? nsiam perhaps? |
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macq
Member of DD Central
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Post by macq on Dec 31, 2018 16:43:12 GMT
Can anyone explain the difference between the Welendus terms "Return per annum" and "Annualised return", as stated on their Investment Summary page for each investment? nsiam perhaps? if using funds it would mean the returns after more then One year which would be different each year averaged out over a timescale i.e 3 years or 5 years etc so maybe that's what their getting at?
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Post by Ace on Dec 31, 2018 22:35:32 GMT
Can anyone explain the difference between the Welendus terms "Return per annum" and "Annualised return", as stated on their Investment Summary page for each investment? nsiam perhaps? if using funds it would mean the returns after more then One year which would be different each year averaged out over a timescale i.e 3 years or 5 years etc so maybe that's what their getting at? My account is only 6 months old and the two values differ, so don't think that can explain it.
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Post by paulh on Jan 1, 2019 10:11:24 GMT
Looking at the figures for investments in my account (running for less than two months) I can calculate the "return per annum" number.
That's just ...
total interest / ( total capital * years)
(you can get the value for years from the CSV spreadsheet download).
I don't know about the annualised percentage. On most of my investments it's slightly lower than "return per annum" but on two it's significantly higher. Both of these investments have loans which have been sold to the provision fund.
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Godanubis
Member of DD Central
Anubis is known as the god of death and is the oldest and most popular of ancient Egyptian deities.
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Post by Godanubis on Jan 2, 2019 3:46:49 GMT
Better just being a Mr Micawber like investor...
Money in = X .... Money out = X-Y result misery
Money in = X... Money out = X+Y result happiness
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Post by df on Jan 3, 2019 22:07:44 GMT
if using funds it would mean the returns after more then One year which would be different each year averaged out over a timescale i.e 3 years or 5 years etc so maybe that's what their getting at? My account is only 6 months old and the two values differ, so don't think that can explain it. My first investment (19th Dec 2017) displays 6.93% and 196.67% respectively. My historical return for this investment is 11.63% (7.77% without PF), which is not far from 'return-per-annum'. I'm not sure how many decades or centuries it can take to achieve 196% 
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