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

References

1. Stash, Team (Apr 4, 2018). "What is Investment Performance?". www.stash.com. Retrieved 2025-07-13.
2. Overbaugh, Eileen; Esser, Brittany (2021). "The Challenges of Managing a Customized Fund Structure: What Fund Managers Should Know about Single-Asset and Single-Investor Funds" (PDF). lowenstein.com. Retrieved July 13, 2025.
3. Chen, James; Scott, Gordon (August 17, 2020). "Multi-Asset Class: Definition, Fund Types, Benefits". Investopedia. Retrieved 2025-07-13.

Further reading

Bruce J. Feibel. Investment Performance Measurement. New York: Wiley, 2003. ISBN   0-471-26849-6