Total return

In performance measurement, the actual rate of return realized over some evaluation period. In fixed income analysis, the potential return that considers all three sources of return (coupon interest, interest on interest, and any capital gain/loss) over some i nvestment horizon. The New York Times Financial Glossary

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   Total return is the dividend plus any capital gains or losses achieved by investing in a stock, expressed in annualized terms as a percentage of the amount invested.

Financial and business terms. 2012.

Look at other dictionaries:

  • Total return — суммарный доход на инвестиции, учитывающий реинвестированный распределенный доход. См. также: Доходность инвестиций Финансовый словарь Финам …   Финансовый словарь

  • total return — Gen Mgt the total percentage change in the value of an investment over a specified time period, including capital gains, dividends, and the investment’s appreciation or depreciation. EXAMPLE The total return formula reflects all the ways in which …   The ultimate business dictionary

  • total return — In performance measurement, the actual rate of return realized over some evaluation period. In fixed income analysis, the potential return that considers all three sources of return (coupon interest, interest on coupon interest, and any capital… …   Financial and business terms

  • 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. Total …   Investment dictionary

  • Total return — The total return on a portfolio of investments takes into account not only the capital appreciation on the portfolio, but also the income received on the portfolio. The income typically consists of interest, dividends, and securities lending fees …   Wikipedia

  • total return — The total income plus the capital growth obtained from an investment …   Big dictionary of business and management

  • total return — /ˌtəυt(ə)l rɪ tɜ:n/ noun the total capital growth and reinvested income on an investment at the end of any given period …   Dictionary of banking and finance

  • total return swap — (TRS) A total return swap or total rate of return swap is a bilateral contract where one party receives the total return on a reference asset in exchange for paying the other party a periodic cash flow, typically a floating rate such as a LIBOR… …   Law dictionary

  • Total return swap — Total return swap, or TRS (especially in Europe), or total rate of return swap, or TRORS, is a financial contract which transfers both the credit risk and market risk of an underlying asset. Contract definition Let us assume that one bank (bank… …   Wikipedia

  • Total return index — In equity market, the popular quoted indices, for example S P 500, are usually price level indices. See Stock market index. The total return index is the price level index plus the dividend reinvested. An example would be the German blue chip… …   Wikipedia

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