Investopedia / Michela Buttignol Total return, when measuring performance, is the actual rate of return of an investment or a pool of investments over a given evaluation period. Total return ...

An annualized total return is the geometric average amount of money an investment earns each year over a given period. The annualized return formula is calculated as a geometric average to show ...

To determine an investment's overall total return, follow these steps: This formula assumes annual compounding, which keeps the calculation as uncomplicated as possible. Other methods, such as ...

Take the resulting figure and multiply by 100 to make it a percentage figure. Here’s the basic total return formula: Total return = [(Current Value – Cost Basis + Distributions) / Cost Basis ...

Yield + Dividend Growth = Total Return. A simple formula, that’s been surprisingly accurate. It has some pitfalls too. I looked at 78 Canadian Dividend Growth Stocks and compared the actual 10 ...

To truly calculate the total return of an investment ... Calculating a capital gains loss follows the exact same formula. Subtract the original price of a stock from the current price of a ...

Total return, unlike nominal return, takes into account both taxes and fees paid for an investment and any cash flows received via the investment. It is calculated by subtracting the purchase ...

not the total return index, using the following formula, which combines the dividends and index price change. Finally, to apply this adjustment to the total return index series, which accounts for ...