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Funds & Bonds

Compound return

Return earned on principal plus prior-period gains.

Plain languagePractical exampleConnected reading
01

What is it?

Return earned on principal plus prior-period gains.

02

Why does it matter?

It helps compare maturities and reinvestment choices on a common basis.

03

How should it be read?

State period count, reinvestment rate, tax and fee assumptions.

04

Common mistake

Treating a simple annual rate as identical to a compounded outcome.

IN PRACTICE

A simple example

A 2% monthly return reinvested for 12 months compounds to about 26.8% gross.

RELATED CONCEPTS

Follow the connection

Real interest rateNet asset valueDiscount rate
USE THE CONCEPT

Move from knowledge to data

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