Total return


 

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Total return

The 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 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

Similar Matches

Real rate of return

Real rate of return

The percentage return on some investments that has been adjusted for inflation.


Rate of return

Rate of return

The percentage of an asset's value that the owner of the asset earns, usually per year.


Risk return trade off

Risk return trade off

The tendency for potential risk to vary directly with potential return, so that the more risk involved, the greater the potential return, and vice versa.


Required Rate of Return (RRR)

Required Rate of Return (RRR)

The minimum expected yield by investors require in order to select a particular investment.


Realized return

Realized return

The return that is actually earned over a given time period.


Further Suggestions

Fair rate of return
Multiple rates of return
Expected future return
Required return
Interim rate of return
Unleveraged required return
Maximum return criterion (MRC)
return on investment
Increasing returns to scale
Return on equity (ROE)
Money rate of return
Return on assets (ROA)
Expected return on investment
return on equity
Consolidated tax return
Subperiod return
"Static" Return
Pretax rate of return
Cumulative total return
Rate of return
Rate Of Return
Return on total assets
Annualized holding period return
Return if Exercised
Certainty Equivalent Return


 
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