Investment performance

Investment performance is the return on an investment portfolio,^[1] which can contain a single asset or multiple assets.

Types

Single asset

A single-asset investor will only hold one kind of stock, unlike multiple asset investors. The single-investor fund structure often is investor run. Single-investor funds often are requested, or even required, by investors seeking a kind of structure.^[2]

Multiple asset

Multi-asset class investments increase the diversification of an overall portfolio by having multiple investments throughout different classes, reducing risks like volatility. A multi-asset class investor might hold stocks, bonds, cash, and real property.^[3]

See also

• Absolute investment performance
• Absolute return
• Financial risk management § Investment management
• Holding period return
• Modified Dietz Method
• Internal Rate of Return
• Rate of return
• Relative return
• Risk-adjusted return on capital
• Simple Dietz Method