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Glossary

Return

Return is the income from an investment in relation to the capital invested, usually expressed as a percentage over a given period. It can be made up of ongoing income such as interest or dividends and of changes in value. A return can be positive or negative. A return achieved always refers to the past and is not a reliable indicator of future performance.

At a glance

01

Return relates the income of an investment to the capital invested.

02

It can consist of ongoing income and changes in value and can be positive or negative.

03

A return achieved relates to the past and is not a reliable indicator of the future.

Frequently asked questions

As a rule, higher return opportunities go hand in hand with higher risks, that is, with larger possible fluctuations or losses. A higher possible return is therefore not an assurance but an opportunity linked to corresponding risk. Which balance is appropriate depends on the investment horizon and risk capacity.
No. A return achieved describes how an investment performed in the past. Future performance can deviate significantly from this; past returns are not a reliable indicator of the future.