Total rate of return

• A measure of a portfolio's performance over time. It is the internal rate of return that equates the beginning value of the portfolio with the ending value, and includes interest earnings and realized and unrealized gains and losses on the portfolio.

• The compounded annual return on an investment, including price appreciation and dividends or interest.

• In performance measurement, the actual rate of return realized over some evaluation period. In fixed income analysis, the potential return that considers all three sources of return (coupon interest, interest on interest, and any capital gain/loss) over some investment horizon.

• Refers to the change in asset value plus income. For a stock it would refer to the change in the adjusted stock price plus and dividends and other distributions, if any. For a bond it would reflect the change in bond price plus any interest received or accrued. It more completely measures the overall perform of an investment.


Follow this link for all the terms related to ratereturn.

 Embedded terms in definition
Capital gain
Evaluation period
Interest on interest
Internal rate of return
Investment horizon
Performance measurement
Price appreciation
Rate of return
 Related Terms
Add on rate
Adjustable rate mortgage
Adjustable rate or floating rate preferred share arps
Adjustable rate preferred stock
After tax real rate of return
All current rate method
All equity rate
Amortizing interest rate swap
Annual percentage rate
Annualized holding period return
Annuity rate
Arithmetic average mean rate of return
Arithmetic mean return
Auction rate preferred stock
Average accounting return
Average rate of return
Average tax rate
Back discount rate
Bank rate
Base interest rate
Base rate
Benchmark interest rate
Break even payment rate
Break even tax rate
Broker loan rate
Call money rate
Capitalization rate
Ccpc rate reduction
Compound annual growth rate
Coupon rate
Crediting rate
Cross over rate
Crossover rate
Cumulative abnormal return
Current rate method
Degree of total leverage
Discount rate
Dividend rate
Dollar return
Dollar weighted rate of return
Effective annual interest rate
Effective interest rate international context
Effective rate
Effective true annual rate
Equilibrium rate of interest
Ex post return
Exante return
Excess return on the market portfolio
Exchange rate
Exchange rate mechanism
Exchange rate risk
Exchange rate risk capital budgeting
Expected excess return
Expected future return
Expected return
Expected return beta relationship
Expected return on investment
Expected value of a return
Federal funds rate
Fixed exchange rate
Fixed rate loan
Fixed rate payer
Floating exchange rate
Floating rate
Floating rate bonds
Floating rate contract
Floating rate loan
Floating rate note
Floating rate payer
Floating rate preferred
Floating rate preferreds
Floor rate
Foreign exchange rate
Forward exchange rate
Forward interest rate
Forward rate
Forward rate agreement
Geometric mean return
Growth rate
Historical exchange rate
Holding period return
Horizon return
Hurdle rate
Implied repo rate
Implied return
Incremental internal rate of return
Interest rate
Interest rate agreement
Interest rate buydowns
Interest rate cap
Interest rate ceiling
Interest rate exposure
Interest rate floor
Interest rate on debt
Interest rate parity theorem
Interest rate risk
Interest rate risk management
Interest rate swap
Internal growth rate
Internal rate of return
Internal rate of return approach
Internal rate of return irr
Inverse floating rate note
Lease rate
Leveraged required return
London interbank offered rate libor
Marginal tax rate
Market capitalization rate
Market return
Market risk return function
Money rate of return
Mortgage rate
Multiple rates of return
Nominal annual rate
Nominal exchange rate
Nominal interest rate
Nominal interest rate international context
Nominal rate of interest
Outright rate
Overnight rate
Pass through coupon rate
Pass through rate
Pibor paris interbank offer rate
Plowback rate
Portfolio internal rate of return
Portfolio turnover rate
Potential total return
Prime rate
Promised return
Rate anticipation swaps
Rate lock
Rate of interest
Rate of return
Rate of return ratios
Rate risk
Rate sensitive assets
Rate sensitive liabilities
Real interest rate
Real rate of interest
Real rate of return
Real return bonds
Realized return
Reference rate
Reinvestment rate
Required return
Required total financing
Retention rate
Return on assets
Return on equity
Return on investment
Return on total assets
Return to maturity expectations
Risk adjusted discount rate
Risk adjusted return
Risk free rate
Risk return tradeoff
Riskless rate
Safety net return
Settlement rate
Split rate tax system
Spot exchange rate
Spot interest rate
Spot rate
Spot rate curve
Stated annual interest rate
Stopping curve refunding rate
Subperiod return
Sustainable growth rate
Swap interest rate
Swap rate
T period holding period return
Theoretical spot rate curve
Time weighted rate of return
Total asset turnover
Total assets
Total assets = total liabilities + shareholders' equity
Total capital
Total cost of inventory
Total debt
Total debt to equity ratio
Total debt to total assets
Total dollar return
Total financing required
Total leverage
Total quality management
Total revenue
Total risk
Unemployment rate
Unisex annuity rate
Unleveraged required return
Variable rate cds
Variable rate loan

<< Total quality management Total revenue >>

Helping Disabled or Elderly Relatives With Money Management, Even From Far Away: Millions of people serve as financial caregivers for ill or elderly spouses, parents, children or other loved ones. They perform services that include paying bills, handling deposits and investments, filing insurance claims and preparing taxes. Because this role can be costly and physically and emotionally exhausting, especially for a caregiver who lives far away or has the usual time-demands, FDIC Consumer News offers some suggestions. More...

The difficulty lies not so much in developing new ideas as in escaping from old ones. - John Maynard Keynes


Copyright 2009-2019 GVC. All rights reserved.