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Total Return

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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Value Investing

The art of buying shares which trade below their value, according to the analysis of the value investor.
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Profit and Loss Statement (P&L)

A statement that summarises firm's expenses, costs, and revenues incurred during a time period. AKA income statement.
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Time-Weighted Rate of Return (TWRR)

A return calculated over the time period invested, that excludes extraneous elements, such as deposits to and withdrawals from the investment accounted.
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Over-The-Counter (OTC)

A security that is sold outside of an exchange.
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Zero-Sum Game

A situation in which one person's gain is another's loss.
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Ponzi Scheme

A form of fraud designed to lure new investors, and pays the earlier backers by using the new investors' money.
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Total Return

This is the measurement of a fund’s performance in a specific period.
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Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.
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