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  2. Trading Glossary
  3. Total Return

Total Return

Total return combines price change with income and distributions over a period, adjusted for outflows, costs, and reinvestment assumptions as specified.

Defined termReviewed 16 July 2026

Related terms

PortfolioProfit and Loss (P&L)DividendTransaction FeeCapital GainCost Basis

Educational risk notice

This material is general education, not personal investment advice or a promise of results. Markets can move beyond planned levels, and losses can exceed expectations when leverage, liquidity, gaps, or operational failures are involved.

Read the full risk disclosure
Trading glossaryReviewed 16 July 2026

Definition

Total return combines price change with income and distributions over a period, adjusted for outflows, costs, and reinvestment assumptions as specified.

In market context

For a stock or fund, total return may include dividends as well as capital appreciation; for an account, the methodology must distinguish investment performance from deposits and withdrawals. Gross and net results differ when fees, taxes, or financing are included. Meaningful cross-account performance comparisons require consistent periods, currencies, cash-flow treatment, fee and tax scope, valuation methods, external-flow timing, and reinvestment assumptions over time.

Source

Use the primary source for fuller regulatory or market context.

Investor.gov Glossary

Educational risk notice

This material is general education, not personal investment advice or a promise of results. Markets can move beyond planned levels, and losses can exceed expectations when leverage, liquidity, gaps, or operational failures are involved.

Read the full risk disclosure

Related glossary terms

Selected from explicit term relationships and shared tags.

beginner3 min

Portfolio

A portfolio is the combined set of cash, holdings, positions, and other financial exposures considered together for allocation, performance, and risk.

portfolio · reportingRead guide
beginner3 min

Profit and Loss (P&L)

Profit and loss measures the financial result of positions or account activity over a stated scope, separating open valuation changes from completed results.

reporting · portfolioRead guide
beginner3 min

Dividend

A dividend is a distribution of cash, shares, or other property that a company or fund makes to eligible holders under declared terms.

stocks · incomeRead guide
beginner3 min

Transaction Fee

A transaction fee is a charge associated with submitting, executing, settling, transferring, or recording a financial or blockchain transaction for the user.

fees · executionRead guide