Total Return

Genevieve Wood -

All the return an investment receives on a specific investment over a stated period, including realised or unrealised capital gain or loss, and dividends or interest; expressed as a percentage of the investment’s value at the beginning of the period. Total return is the true measure of investment results, as distinct from either income, yield or price appreciation alone, since total return measures the total change in value of an investment over a given period (aside from the investor’s own withdrawals or additions).

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