total return

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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 ?
During the 40 calendar quarters the table covers, there was only one instance of negative quarterly total returns for one-year to three-year year Treasuries (Q1-1994, as the two-year Treasury rose in yield from 4.
53 percent, while mortgage REITs and hybrid REITs had total returns of 42-39 percent and 20-08 percent, respectively.
To give readers a window to the funds' true performance, we show total returns for one-, three- and five-year periods.
High oil prices and considerable industry turmoil did not deter the airline and automotive sectors, which outperformed most other industries in terms of total returns in the first quarter.
Total Return - Superior total returns compared overall to 312 multi-cap value funds
The Fund has achieved a positive total return in every calendar year since its inception over ten years ago, Through June 30, 2004, the average annual total returns for the one, five and ten-year periods were 3.
94% during 2003, and for the three, five and ten-year periods ended December 31, 2003, its average annual total returns were 3.
REITs delivered their highest total returns in over 12 years in 2003, outperforming the S&P 500 for the third year in a row.
As of June 30, 2003, the average annual total returns for the one year, three years, five years and since the Select Value Fund's inception (10/11/96) of the Fund were -1.
As of March 31, 2003, the average annual total returns for the one year, three years, five years and since the Select Value Fund's inception (10/11/96) of the Fund were -26.
The Touchstone Tax-Free Money Market Fund's one-, five- and ten-year average annual total returns are 1.
For the one-year, five-year and 10-year periods ended 3/31/02, the fund's average annual total returns were 13.