total return

Also found in: Acronyms.

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.
References in periodicals archive ?
S&P Zimbabwe BMI (US Dollar) Net Total Return - 16/9/2011
An example of a performance benchmark is to generate a total return on the actual asset portfolio in excess of the return on the synthetic asset portfolio and to produce an adjusted Sharpe ratio greater than the prior year's Sharpe ratio.
Only if the bonds were marked to market through the income statement would these total returns have been realized.
The Zweig Total Return Fund is a closed-end fund with an investment objective to seek the highest total return, consisting of capital appreciation and current income, consistent with the preservation of capital.
Over the past 12 months, REITs have produced a greater annual total return than the S&P 500, yielding 30.
A career employee of Invesco since earning his MBA from the University of Colorado in 1970, Mitchell, who is 54, has managed Total Return since its inception Sept.
91% for the first nine months of 1996, this fund had the strongest showing, with a five-year annualized total return of 14.
In addition, the TCW Total Return Bond Fund is the only fixed income vehicle to receive the Standard & Poor's/BusinessWeek Award for Excellence in Fund Management for four consecutive years (2003, 2004, 2005 and 2006).
NEW YORK, July 1 /PRNewswire/ -- The Zweig Total Return Fund, Inc.
NEW YORK, June 1 /PRNewswire/ -- The Zweig Total Return Fund, Inc.
NEW YORK, May 2 /PRNewswire/ -- The Zweig Total Return Fund, Inc.

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