What is 'Total Return'? | Freetrade Dictionary

This is the measurement of a fund’s performance in a specific period.

Total return encompasses dividends, capital gains, interest, and distributions realised. It should also deduct any fees and costs associated with holding the fund.

It is expressed as a percentage of the initial investment.

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More terms

Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

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A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.

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Total Return