What is 'total return'? Definition & meaning

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

Xetra

A trading venue operated by the Frankfurt Stock Exchange.

Value stocks

Stocks in companies that aren’t necessarily growing fast, but instead are dependable and stable.

Capital

Learn what financial capital means

Money laundering

A method of moving money obtained illicitly through the financial system so it can be used legally.

Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.

Rate of Return

Profit on an investment, expressed as a percentage of the investment.

Bull market

We explain what a 'bull market' means

United States Dollar (USD)

The famous greenback our friends in the US use as currency.

Quick ratio

Learn what quick ratio stands for in financial terms and how to calculate it.

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Total Return