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total return

   Also found in: Acronyms 0.01 sec.
Total return
In performance measurement, the actual rate of return realized over some evaluation period. In fixed income analysis, the potential return that considers all three sources of return (coupon interest, interest on coupon interest, and any capital gain/loss) over some investment horizon.

Total Return
The complete amount one receives on an investment, expressed either as the rate of return or as a dollar figure. One calculates the total return simply by adding coupons or dividends to capital gains.

total return
The sum of dividend or interest income and any capital gain. Total return is generally considered a better measure of an investment's return than dividends or interest alone.

Total return. Total return is your annual gain or loss on an equity or debt investment.

It includes dividends or interest, plus any change in the market value of the investment. When total return is expressed as a percentage, it's figured by dividing the increase or decrease in value, plus dividends or interest, by the original purchase price.

On bonds you hold to maturity, however, your total return is the same as your yield to maturity (YTM).

Calculating total return is more complex if your earnings have been reinvested, as they often are in a mutual fund, to buy more shares. But fund companies do that calculation on a regular basis.


total return
The sum of periodic income and property appreciation.
Total Return

What Does Total Return Mean?

The actual rate of return of an investment or a pool of investments over a particular evaluation period. Total return includes interest, capital gains, dividends, and distributions realized and reinvested over a particular period.

Investopedia explains Total Return

Total return consists of both income and capital appreciation. Income includes interest paid by fixed-income investments, distributions, and dividends. Capital appreciation represents a positive change in the market price of an asset.

Related Terms:
Absolute Return
Capital Gain
Dividend
Expected Return
Interest



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has added a closing value based on total return to each of its 15 stock indexes tracking publicly traded insurers.
Despite the strong annualised total return performances, by the same measure, the performance of commercial property on a quarterly basis slumped across all three main property types between quarters, according to IPD.
Myers chose four stocks, which over the 52-week period from May 26, 2005 to May 26, 2006, produced a total return of 9.
 
 
 
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