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What is price return?

01 September 2024

Price return refers to the change in the price of an investment, not including dividends or other earnings. It is the simplest form of measuring an investment's performance, calculated by comparing the current price of the asset to its price at a previous time.

Price return is a straightforward metric that provides investors with a quick snapshot of how the value of an asset has changed over a period. It's particularly relevant for assets where dividends or other earnings are not a primary consideration, like non-dividend-paying stocks or commodities.

While price return is useful for a basic understanding of performance, it does not provide a complete picture of an investment's total returns. For a more comprehensive evaluation, total return – which includes dividends, interest and other earnings – should also be considered. Price return is best used in conjunction with other metrics to assess investment performance more holistically.

 

 

This Trustnet Learn article was written with assistance from artificial intelligence (AI). For more information, please visit our AI Statement.

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.