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Disclaimer: Ironclad Research provides educational content only. Nothing on this platform is financial advice, a recommendation, or an offer to buy or sell any security. Always do your own research and consider professional advice before making financial decisions.

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  3. Total Return
GlossaryETFs & Index Funds

Total Return

An investment's full return including both price change and income (dividends or interest) reinvested.

Appears in these guides

  • Bond ETFs: Income, Duration and Market PricesETFs & Index Funds
  • Common StockStocks & Shares
  • DividendsStocks & Shares
  • Measuring Portfolio PerformancePortfolio Construction
  • Sector ETFs: Classification, Concentration and OverlapETFs & Index Funds
  • What Is A Stock?Stocks & Shares

Related terms

Accumulating FundActive ManagementBenchmarkDistributing FundETFExpense RatioIndexIndex FundMutual FundNAV

Related lessons

intermediateETFs & Index Funds

SPY: The S&P 500, the Fund and the Traded Share

Use SPY as a US-listed ETF case study to separate benchmark rules, fund ownership and exchange prices, with worked examples of weighting, costs and total return.

Ironclad Research provides educational content only. Nothing on this platform is financial advice, a recommendation, or an offer to buy or sell any security. Always do your own research and consider professional advice before making financial decisions.