Total Return Index (TRI)
Measures the performance of a particular index under the assumption of reinvestment of all dividends and distributions over a period of time.
CATEGORIES ...
Definition
Total return
A method for measuring the performance of an investment that takes into account all aspects of return, including dividends, interest, and share price appreciation or depreciation over a period of time.
Ask a Question ...
Total return
Definition:
In performance measurement, the actual rate of return realized over some evaluation period.
The total return index is a tool that is used to calculate the overall performance of a selected group of stocks.
Total Return
This stock analysis calculation is actually simple; it contains a reminder that it is necessary to include dividends (where appropriate) when figuring the return of a stock.
Total Return Swap
A type of credit derivative in which one counterparty receives the total return (interest payments and any capital gains or losses) from a specified reference asset and the other counterparty receives a specified fixed or ...
Total return performance The "total return" performance of high-yield bonds includes price changes and reinvested interest income.
Total return swap
A total return swap (also known as Total Rate of Return Swap) is a contract between two counterparties whereby they swap periodic payments for the period of the contract.
Total Return (Mutual Funds)
The combined return of a fund, including distributed and undistributed income and capital gains after taking into account all fees and expenses.
Total Revenue
Total sales and other revenue for a specific period.
Total Return
The total return for a mutual fund is the calculated return on an investment that includes the reinvestment of all distributions.
Up Next: Researching Mutual Funds ...
Total Return Concept
A covered call writing strategy in which one views the potential profit of the strategy as the sum of capital gains, dividends, and option premium income, rather than viewing each one of the three separately.
Total Return - Annual return on an investment. This is measured by the sum of an appreciation plus all dividends, interest and reinvested gains.
Treasury Bill - A short-term debt security of the U.S. Government, known as a "T-Bill." ...
Total Return Swap
Total Return Swap In this situation, one investment party pays a set rate to another party in exchange for an asset being returned to the first party.
Total Return
The total amount any investment returns, including any capital gains or losses and any dividends or interest.
Total return: On a mutual fund, the increase in value of an investment in the fund over a given period, assuming reinvestment of distributions.
Total Return: The return on an investment including all current income (interest and dividends), plus any change (gain or loss) in the value of the asset.
total return: The annual return on an investment, including appreciation and dividends or interest. For bonds, total return is yield to maturity. For stocks, future appreciation is projected using the current price/earnings ratio.
Total Return Indices (TRI)
The Total Return Indices reflect returns due to both price changes and dividend income. In computing the TRI, it is assumed that dividends earned from a share are re-invested in the market.
Total Return - The entire profit or loss earned on an investment. It consists of both the appreciation or depreciation in the value of the investment and any dividend or interest income received from the investment.
Total Return: Stocks: The annual increase or decrease in the investment including appreciation, dividends, and interest. the value of a security. Bonds: Held to maturity, it is the Yield to Maturity (see Yield to Maturity).
Total return: Annual gains or losses on an investment, reflecting dividends, interest, and price fluctuation.
Traders: People who negotiate prices and execute buy and sell orders, either on behalf of an investor or for their own account.
Total Return Index Value (TRIV)
Similar to the stock price index value (SPIV), except that the TRIV is based on the aggregate, float quoted market value of the index constituents (SPIV) plus their paid dividends/distributions.
% Total Return, 7/11
1-yr. 3-yr. 5-yr.
Group 1s for Safety 19.4 26.7 48.2
Value Line Arithmetic Index 21.2 42.7 48.6 ...
[edit] Total returns
This section addresses only total returns without the impact of U.S. federal individual income and capital gains taxes.
TOTAL RETURN
Total return is your annual gain or loss on an equity or debt investment.
Total return:
A measure of a fund's performance which takes into account the change in price plus dividends or interest you receive.
Total return The total profit earned from an investment. Includes the sum of the income plus capital appreciation over a given time period, stated as a percentage of its value at the beginning of the period.
...
Total return
In performance measurement, the actual rate of return realized over some evaluation period.
- Total return swap
Some less common, but intriguing, examples are:
Economic derivatives which pay off according to the state of the economy as measured by national statistical agencies
Weather derivatives ...
?Expected Total Return = ?Interest Yield + ?Inflation + ?Future Exchange Rate
Higher real yields and rising exchange rates attract speculative capital flow.
Benchmark = Total Return of Benchmark Index
Treasury = Return on Three-month Treasury Bill
Investing terms and definitions starting with
Numbers A B C D E F G H I J K L M N O P Q R S T U V W Q Y Z ...
Cumulative total return
The performance of an investment over a stated period of time.
Cumulative total return
The actual performance of a fund over a particular period.
they made their total return on their overall invested equity go up? from before the purchase to after the purchase? what's the issue?
TRp = portfolio's total return
RF = risk-free rate
σp = portfolio's standard deviation
Standard Deviation (σ) ...
NAV Return The total return of an ETF, based on its NAV at the beginning and end of the holding period. This may be different from the ETF's market return.
Scenario analysis The use of horizon analysis to project bond total returns under different reinvestment rates and future market yields.
total return The return on an investment. This includes income from dividends and interest,... total return index An index that calculates the performance of a group of stocks. In this calculation,...
Warrant IndexingA passive instrument strategy consisting of the construction of a portfolio of stocks designed to track the total return performance of an index of stocks.
Examples: A Total Return Swap (q.v.) with underlying risky debt might qualify, although this has a heavy dose of interest rate risk.
By definition, approximately 68% of the time the total returns of any given fund are expected to differ from its mean total return by no more than plus or minus the standard deviation figure.
KRE KBW Regional Banking SPDR: "The investment seeks to replicate the total return performance, before expenses, of the KBW Regional Banking index."
IYF iShares Dow Jones U.S.
E-TRACS DJ-UBS Commodity Index Total Return ETF (DJCI)
ELEMENTS Rogers International Commodity Index ETN (RJI)
ELEMENTS S & P Commodity Trends Indicator ETN (LSC)
ETFS All Commodities ETF (AIGC-LSE)
ETFS All Commodities Sterling ETF (AGCP-LSE) ...
A passive investment strategy that tracks the total return of a securities index, such as the S&P 500. Robotic indexing offers some unique advantages over active portfolio management. Discipline and style consistency are first and foremost.
The S&P 500 total return was -37.00% in 2008, and that was one of the best performing equity indices in the world. Several equity markets lost more than half their value.
Levich and Thomas (1993) show that the total return from following a trading strategy will overstate the true excess return, if a risk premium is present, especially if currencies exhibit prolonged trends.
The Prudent Investor Act, which was adopted in 1990 by the American Law Institute's Third Restatement of the Law of Trusts ("Restatement of Trust 3d"), reflects a "modern portfolio theory" and "total return" approach to the exercise of fiduciary ...
A mutual fund that seeks high total return by investing in common stock, bonds, and other debt and money-market securities. The portfolio may hold 100 percent of its funds in any one of these asset classes in order to maximize returns.
But, unfortunately, indexing to the S&P 500 would not have helped you a great deal during the last 5 years; the total return for this itself somewhat undiversified index of U.S. large cap stocks has been a miserable -1.6%.
(see candlestick overview) JP Morgan\\'s definition is as follows: \\\\"The stock\\'s total return is expected to be below the average total return of the analyst\\'s industry (or industry team\\'s) coverage universe, ...
Why Total Return Is More Important Than Increases in Market Capitalization
When Should Gay Men Invest? - Are Bad Economic Times A Good Time To Invest?
Getting Paid to Invest in Stocks by Trading Sell to Open Put Options - How ...
Why Total Return Is More Important Than Increases in Market Capitalization
Types of Stocks - Investing
Add Some Giant Stocks to Your Portfolio - Mega - Cap Stocks
Size Matters in Investing - Company Size is Important in Investment Decisio...
By paying close attention to the price you pay for a stock, you minimize your speculative risk, which helps maximize your total return.
Global Bond Funds - aim to maximize total return while placing an emphasis on current income. Capital appreciation is usually a secondary objective. Such funds invest in a combination of U.S.
For ordinary shares it is a measure of the returns to shareholders that was actually paid out as dividends. The PE ratio and measures the total returns to shareholders, ...
The total returns from these companies can be most impressive. It is not uncommon for these companies to show an annual rate of return in excess of 15%, comprising income from dividend and capital growth.
BETA (MUTUAL FUNDS) The measure of a fund's risk in relation to the market. 0.7 means the fund's total return is likely to move up or down 70 % of the market change; 1.3 means total return is likely to move up or down 30 % more than the market.
Exclusive letter rating (A+ to E) which tracks the three-year total return performance record of every mutual fund. Funds with an A+ rating are in the top 5% in terms of performance. Funds with an A rating are in the top 10%, and so on.
A fund in which the objective is to outperform the market average by actively picking stocks that will provide superior total returns.
Annual expenses eat into total return, year after year. With high-cost funds, you pay more and pocket less. Moreover, studies show that low-expense funds are more likely to outperform their costlier counterparts over time.
 See also: Return, Market, Investment, Stock, Interest
  
|
RSS
