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Total return |
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Total returnThe gain or loss on an investment which is made up of two components:Income: dividends or interestCapital growth: increase in the share price or bond priceThe investment trust and unit trust industry devises creates funds which aim either for income, or for growth, or for a balance of the two. As a private investor who is considering investing money in these funds, it is very important to find out beforehand what the stated objectives of the fund are, and how successful it has been in the past in meeting them.Total returnIn 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 Similar MatchesReturn on salesReturn on salesA measurement of operational efficiency equaling net pre-tax profits divided by net sales expressed as a percentage. Cumulative total returnCumulative total returnThe actual performance of a fund over a particular period. Separate tax returnsSeparate tax returnsTax returns of married persons who choose to file their returns individually, usually because this approach produces lower overall tax payments. Annual returnAnnual returnThe total annual return on an investment which includes dividend payments and capital gains/losses. Not included are transaction costs and taxes.An obligatory return, submitted annually to the Registrar of Companies, detailing information about a company's operations including business description, details of directors and company secretary, and share capital etc. Incremental internal rate of returnIncremental internal rate of returnInternal rate of return (I.R.R.) on the incremental investment from choosing a larger instead of a smaller project. Further SuggestionsArithmetic average (mean) rate of returnAnnual rate of return Dividend Discount Return Return Required Rate of Return (RRR) Return on investment (ROI) return on investment tax return Simple rate of return Return of capital Subperiod return Return on equity (ROE) Risk return trade off Rate of return ratios Real return Rate of return Decreasing returns to scale Return Joint tax return return on total assets Expected return beta relationship Return if Exercised Leveraged required return Diminishing returns Cash on cash return |
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