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.

More terms

Unicorn

A startup valued at over £1 billion. They are rare, hence the name.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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52-week high/low

The highest, or lowest, price a share has traded at in a passing year.
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Oligopoly

A situation in which a market or industry is controlled by a small group of companies.
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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Fundamentals

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

A debt instrument issued by the UK government with a maturity of less than one year.
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After-hours trading

Trading outside of a stock exchange's opening hours.
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Bull market

We explain what a 'bull market' means
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