Total Return


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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BREAKING DOWN '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.

  1. Return On Investment - ROI

    A performance measure used to evaluate the efficiency of an investment ...
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    The amount of net income returned as a percentage of shareholders ...
  4. Expected Return

    The amount one would anticipate receiving on an investment that ...
  5. Capital Gain

    1. An increase in the value of a capital asset (investment or ...
  6. Return

    The gain or loss of a security in a particular period. The return ...
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