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

Base rate
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Holding Period Return
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Capital
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Investment Return
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Equity ETF
Read More
Yield curve
Read More
Income statement
Read More
Account balance
Read More
Alpha
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