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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

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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.

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

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A type of financing that investors provide to startups, who sometimes announce getting said financing in TechCrunch, to big fanfare.

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