Total Return


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 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.


Investment dictionary. . 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 — 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 — 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… …   Financial and business terms

  • 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 — суммарный доход на инвестиции, учитывающий реинвестированный распределенный доход …   Глоссарий финансовых и биржевых терминов

  • 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 Swap — A swap agreement in which one party makes payments based on a set rate, either fixed or variable, while the other party makes payments based on the return of an underlying asset, which includes both the income it generates and any capital gains.… …   Investment dictionary


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