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

Rate of Return
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Annualised Rate of Return
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LSE
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W-8BEN Form
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Global Investment Performance Standards (GIPS)
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Net Asset Value (NAV)
Read More
Value Investing
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Real Estate Investment Trust (REIT)
Read More
Quantitative easing
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