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What is total percentage return?

This represents gains and losses of an investment over a specified period of time, including realized and unrealized capital gains and losses plus income, expressed as a percentage.

For example, an annual total percentage return of 5% for the past three years means that the investment effectively grew by 5% a year in each of the three years.

Total returns presented on your dashboard are calculated after WealthBar management fee charges have been deducted.

We use a money weighted method to calculate rates of return.

These returns are your personal rates of return. Your returns are affected by changes in the value of the securities you have invested in, dividends and interest that they paid, and also deposits and withdrawals to and from your account.

Contact us if you want more information about our calculations or to discuss your rate of return and investment objectives.

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