Total Return
InvestingThe overall return on an investment including both capital appreciation and income (dividends/interest), expressed as a percentage.
Example
Example: Consider an investor building a $100,000 portfolio. Total Return — the overall return on an investment including both capital appreciation and income — directly affects investment strategy and long-term returns. Getting this concept right can mean tens of thousands of dollars in difference over a 20-year period. Model your portfolio with our investment calculator.