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

Limit order

Learn what a limit order is and how to use it to make the most of your portfolio.
Read more

Unicorn

A startup valued at over £1 billion. They are rare, hence the name.
Read more

Maturity value

What's the maturity value of a bond?
Read more

Quantitative easing

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

Global Investment Performance Standards (GIPS)

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

Net asset value

Mutual funds and investment trusts are priced on their net asset value (NAV).
Read more

Rate of Return

Profit on an investment, expressed as a percentage of the investment.
Read more

Hypothesis Testing

A mathematical test used to determine whether a claim is true or false.
Read more

Compound interest

Understand what compound interest means and how it's calculated
Read more
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