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.

Wall Street Words: An A to Z Guide to Investment Terms for Today's Investor by David L. Scott. Copyright © 2003 by Houghton Mifflin Company. Published by Houghton Mifflin Company. All rights reserved. All rights reserved.

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 ?

The Nuveen Long/Short Commodity Total Return Fund also operates as a commodity pool and its investment objective is to generate attractive total returns.

Two Nuveen Commodity funds announce distributions for October 2016

The largest company to make the top 25 total returns list was Equity Residential (42.9 percent return).

REITs' return outperforms S&P

For the first time in over a year, offices were not the top performing sector on the monthly index, with the strongest total returns coming from the retail sector, with growth of 0.8%, delivering total returns of 1.3%.

Values up by 0.7% in March

The Index showed All Property total returns falling to -3.8%, fractionally deeper than the monthly returns recorded last December, which were -3.7%, serving to emphasise that the UK commercial real estate market has now fully entered a "double dip" phase.

Property market is in 'double dip' phase; commercial property

According to London-based property research firm Investment Property Databank (IPD), annualised total returns, measuring rental returns and capital growth, hit at least eight-year highs in all sectors.

Strong performance in industrial sector

Once increases in property values were taken into account, landlords made total returns of more than 30% on their investment.

Buy-to-let landlords coining it both ways

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 4.23 percent to 5.18 percent and the Fed tightened by 50 bp), and no negative yearly total returns.

The Bonds That Tie Investment Goals Together

"A Taxing Problem" (JofA, May00, page 51) discussed the need for investors and their accountants to consider the impact taxes have on their total returns earned in mutual funds.

Letters

(Mutual funds reporting total returns assume reinvested dividends and capital gains and losses the fund may have realized during the year.) Furthermore, you personally may have bought and sold shares in the investment during the year.

Evaluating your investment strategy

If you had invested in any of these emerging markets back then, you might have realized total returns of up to 50%

Where in the world? Making sense of emerging markets

Commodity index total returns are achieved through:

Commodities gain on strengthening demand

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