More than a percentage.
A transparent framework for understanding investment performance.
Illustrative calculations only. StockEdge has no verified recommendation track record. These fictional examples include gains and losses.
| Illustrative position | Buy price | Sell price | Dividends | Total return |
|---|---|---|---|---|
| Example A | $10.00 | $12.00 | $0.20 | 22.00% |
| Example B | $25.00 | $21.00 | $0.50 | -14.00% |
| Example C | $8.00 | $8.40 | $0.00 | 5.00% |
| Example D | $40.00 | $36.00 | $1.20 | -7.00% |
How the example is calculated
Total return = (sell price − buy price + dividends) ÷ buy price × 100. This excludes transaction costs, taxes, currency changes and timing effects.
The whole picture
Published performance should include the full history, losing positions, a consistent price convention, time periods and relevant disclosures. Past performance does not indicate future results.