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

Capital

Learn what financial capital means
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Yield curve

A graphical representation of interest rates over time
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Synthetic ETFs

An ETF that that reproduces the return of an index through the use of swaps.
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Rate of Return

Profit on an investment, expressed as a percentage of the investment.
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Income statement

A summary of a company's income and expenses over a set period of time.
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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.
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Earnings per share

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

What is a gilt?
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