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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Beta

Learn what Beta stands for in finance.

Alpha

The percentage by which an investor outperforms a relevant benchmark.

Fundamentals

The data or information that is likely to impact a company's stock price.

Clean price

The quoted price of a gilt, which excludes accrued interest

Accounting standards

The rules a company follows when preparing financial statements.

Total Return

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

index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

Total Return

More terms

Beta

Alpha

Fundamentals

Clean price

Accounting standards

Total Return

index-linked gilts

Global Investment Performance Standards (GIPS)

Over-The-Counter (OTC)

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