total return

Popular Terms
Total income earned by an investment over a specific period (usually one year) and often expressed as a percentage of the invested amount (income x 100 ÷ investment). It includes price appreciation of the investment (capital gains) and interest or dividend. For (1) common stock (ordinary shares) it equals future capital appreciation based on current price-to-earnings ratio, (2) corporate bonds held to maturity it equals yield to maturity, (3) options trading, it is the sum of dividends, capital gains, and premium income, (4) mutual funds (unit trusts) it is based on (a) changes in price of the shares (units) or net asset value, (b) accumulation or reinvestment of dividends, and (c) the compounding factor over the period of investment.


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