Financial Education

Total Return

Price appreciation + dividends/coupons

Export Options:
Fundamental

Total Return

Price appreciation + dividends/coupons

Definition

Total return measures complete investment performance including both capital appreciation and income. Formula: (Ending Value + Distributions - Beginning Value) / Beginning Value.

Related Topics

#performance measurement #capital gains #income #comprehensive return

Quick Actions

Category: Fundamental

Fundamental analysis examines a company's financial health, management quality, and market position to determine intrinsic value.

View all Fundamental terms →