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Definition of 'Total Return'
When measuring performance, the actual rate of return of an investment or a pool of investments over a given evaluation period. Total return includes interest, capital gains, dividends and distributions realized over a given period of time.
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Investopedia explains 'Total Return'
Total return accounts for two categories of return: income and capital appreciation. Income includes interest paid by fixed-income investments, distributions or dividends. Capital appreciation represents the change in the market price of an asset.
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Find out how to forecast long-term returns on the three major asset classes.
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Being familiar with composite presentations will give you insight into the true quality of the investment manager's performance.
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Smart investors don't give away more money than necessary in commissions and fees. Find out how to save.
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Survivorship bias erases substandard performers, distorting overall mutual fund returns.
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This investment can help diversify your portfolio and bring you bond-like returns.
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