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Total Return

Total Return

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

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

Fixed Income

An investment that provides a fixed rate of return, often over a specific set of time.

Money weighted rate of return

Learn what Money Weighted Rate of Return or MWRR stands for in finance.

Oligopoly

A situation in which a market or industry is controlled by a small group of companies.

Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.

Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.

Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.

Quantitative easing

Find out what quantitative easing is and how central banks use this monetary measure to encourage economic growth.

ESG investing

ESG is a hot topic right now for investors. Understand what ESG investing is all about and how you can use it to diversify your portfolio.

Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.

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