Use annual return to compare investments over different time frames. Calculate annual return: Adjust purchase price for splits, then annualize simple return. Dividends can be included by using ...

Returning to the formula for annualized volatility ... However, the implied annual return is precisely the same at 10% for both funds. All told, volatility and annualized volatility are simply ...

Return on investment (ROI ... referred to as the holding period. The formula for calculating annualized ROI is as follows: Assume an investment that generated an ROI of 50% over five years.