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Securities > Total Return
The following information is about Total Return.
Total Return Defined
On a mutual fund, the increase in value of an investment in the fund over a given period, assuming reinvestment of distributions. Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income. The total return is the appreciation in investment value an investor who reinvested all distributions would have achieved over the period described. Does not take into account taxes the investor would have had to pay on dividends and does not consider the sales load for the initial purchase of the fund shares.
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Off-site Total Return Links, User Submitted
The following links have been collected through user bookmark submission in the Total Return category. Please note, because these resources are off-site we cannot guarantee the accuracy or quality of any information.
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Mon Mar 5
- Want in on a Hedge Fund but you're not filthy rich?: The norm for hedge fund investing is that you have to have a minimum annual income exceeding $200,000/year and have at least $1million net worth. Not all of us can make that claim. Well, there are alternatives for regular people like you and I which actua
Sat Dec 30
- The U.S. Current Account Deficit: Collateral for a Total Return Swap: Article from Deutsche Bank that attempts to explain the U.S. current account deficit
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Thu May 18
- Tavakoli Structured Finance - Collateralized Debt Obligations, Credit Derivatives, Securitization: total return swaps, credit derivatives
Fri Nov 25
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