Skip to content

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

  • Return relates the income of an investment to the capital invested.
  • It can consist of ongoing income and changes in value and can be positive or negative.
  • 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.