Total return for calendar year

Total return for calendar year

The profit or loss realized by an investment at the end of a specified calendar year, stated as the percentage gained or lost per dollar invested on January 1.

Total Return for Calendar Year

The complete amount one receives on an investment in a year, 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 for the period between January and December.
References in periodicals archive ?
Existing YieldQuest funds include the YieldQuest Core Equity Fund (YQCEX); the YieldQuest Total Return Bond Fund (YQTRX), which was ranked in the top decile among 1074 funds in the intermediate term bond category for calendar year 2006 by Morningstar, based on total return, and; the YieldQuest Tax-Exempt Bond Fund (YQTEX), also ranked in the top decile among 260 funds in the muni national intermediate bond category in 12-month total return for calendar year 2006 by Morningstar.
calculated top performance of the companies based on five variables, including revenue, year-over-year revenue change, annual percent change in profit margin, return on equity and total return for calendar year 2004.