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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 MatchesAnnual 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. Average accounting returnAverage accounting returnThe average project earnings after taxes and depreciation divided by the average book value of the investment during its life. Safety net returnSafety net returnThe minimum available return that will trigger an immunization strategy in a contingent immunization strategy. Total dollar returnTotal dollar returnThe dollar return on a nondollar investment, which includes the sum of any dividen../../finance-glossary/interest income, capital gains or losses, and currency gains or losses on the investment. See also: Total return. Return on assets (ROA)Return on assets (ROA)Indicator of profitability. Determined by dividing net income for the past 12 months by total average assets. Result is shown as a percentage. ROA can be decomposed into return on sales (net income/sales) multiplied by asset utilization (sales/assets). Further SuggestionsRate Of ReturnPortfolio internal rate of return Risk adjusted return Economic rate of return return on total assets Risk adjusted return Annualized holding period return Return if Exercised Incremental internal rate of return Increasing And Diminishing Returns Return on total assets Individual tax return Horizon return Rate of return ratios Expected future return Fair rate of return Arithmetic average (mean) rate of return Cash on cash return Return Maximum return criterion (MRC) Diminishing returns Compound Annual Return Cumulative abnormal return (CAR) return on capital employed Systematic Return |
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