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Glossary entry · Money in motion

Return

Definition

The gain or loss on an investment over a period, usually expressed as an annual percentage. "Nominal return" ignores inflation; "real return" subtracts it. The number to actually care about is the real, after-fee return.

Example

A fund up 8% in a year with 3% inflation has a nominal return of 8% but a real return of ≈5%.