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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

Annualised Rate of Return

The average annual return an investor sees over a set period of time.

Account balance

The amount of money a user has stored in a financial repository.

Clean price

The quoted price of a gilt, which excludes accrued interest

Accounting standards

The rules a company follows when preparing financial statements.

Global Investment Performance Standards (GIPS)

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

Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.

American Depository Receipts (ADRs)

Tradeable assets that let Americans invest in overseas stocks using US laws and dollars.

Junk Bond

A form of debt investment that carries higher risk because of the likelihood that the issuer will default.

Quick ratio

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

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