total return

(redirected from Total Returns)

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 ?
65 percent decline in December as regional equity markets were impacted by global oil price volatility, while 2014 total returns for Europe and Asia/Pacific were 9.
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.
She says 1993 was one of her better years because her portfolio delivered more than 30% in total returns.
The annualized total returns of the Select Value Fund for the one-year, three-year, five-year and since inception periods were 11.
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.
Both strong investment opportunities and a complementary need for capital exist in an emerging asset class that has delivered over 17% annualized total returns over the last decade.
This objective rank is based on the average total returns for the past 10 years.
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.