Total Return

The Total Return is the change in price over a specific period of time that includes dividends and distributions paid but less the expense ratio.

For example, if a person bought Stock A 1 year ago for $10 and it is currently selling at $15, but the stock also paid a $1 dividend over that time period, it's period total return is ($15+$1)/$10 - 1 = 60%.


Period Ending Price + Dividends and Distributions paid over time period / Period Starting Price - 1

Related Terms Annualized Total Returns