Returns: simple, log & total return
This lesson is part of the course
In this lesson
You measure how much the Summit Global Equity Fund really earned in 2026, with and without dividends.
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Lessons in this course
- Returns: simple, log & total return Locked
- CAGR & annualising returns Locked
- Risk: volatility & maximum drawdown Locked
- Portfolio weights & return (SUMPRODUCT) Locked
- Diversification & correlation Locked
- Risk-adjusted return: Sharpe & Sortino Locked
- Beta & CAPM Locked
- Stock valuation: P/E & dividend discount Locked