Investing term

What is Total return?

The full return from an investment — price change plus any income (dividends, interest) it paid.

Total return is the complete return from an investment — the price change plus any income it paid, like dividends or interest. Looking only at price understates how much you actually earned, since reinvested dividends compound into a large share of long-run stock returns. Total return is the honest, full-picture measure of performance.

For example

A stock that rises 5% and pays a 3% dividend delivered an 8% total return — judging it on price alone would have missed over a third of the gain.

Total return is taught hands-on in Stage 4Stocks, Bonds, Cash & Alternatives.

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Related terms

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