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

Gilt

What is a gilt?
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Earnings per share

We look at what earnings per share mean and how to calculate it
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Beta

Learn what Beta stands for in finance.
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After-hours trading

Trading outside of a stock exchange's opening hours.
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Stock Market

A place where shares of publicly listed companies are traded.
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Exchange-Traded Fund (ETF)

A collection of investments, pooled into a single fund that can be bought and sold on a stock exchange.
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Alpha

The percentage by which an investor outperforms a relevant benchmark.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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