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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

Maturity date

The date on which a gilt is redeemed and the gilt holder receives the repayment of the nominal amount and final dividend or coupon payment.

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Capital

Learn what financial capital means

Wall Street

A street in New York that became a figure of speech for the financial markets of the US.

Quantitative easing

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

Beta

Learn what Beta stands for in finance.

Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.

Over-The-Counter (OTC)

A security that is sold outside of an exchange.

NASDAQ

A US stock exchange specialising in the shares of technology companies.

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