Total return

SeekingAlpha  Sep 23  Comment 
By Anthony Ruben: I introduced the "Conservative Total Return" or CTR portfolio last month. The general philosophy of this method has allowed me to cumulatively beat, since 1999, the S&P 500 by a wide margin. Following the introduction of the...
Wall Street Journal  Sep 15  Comment 
Pacific Investment Management Co. is trying to replace two independent trustees overseeing its massive Pimco Total Return fund at a time when the fund is seeing extensive outflows.
Yahoo  Sep 3  Comment 
Investors pulled cash from the Pimco Total Return Fund for a 16th straight month in August despite some improvement in performance for the world's largest bond fund. The fund, run by Bill Gross, had net outflows of $3.9 billion in August, which...
SeekingAlpha  Sep 2  Comment 
By Investing Doc: As a relatively freshly minted physician only a few years out of residency, I often think about the next stage of my professional life. Will I establish a private practice? Work as a hospitalist? (Or maybe, as is often the case...
SeekingAlpha  Aug 20  Comment 
By Anthony Ruben: As other authors have articulated investment suggestions, I thought it would be interesting to introduce the "Conservative Total Return" or CTR portfolio. The general philosophy of this method has allowed me to cumulatively beat,...
SeekingAlpha  Aug 11  Comment 
By MLPData: Proppant, also known as frac sand, is receiving broader attention due to the increase of the Northern White sand utilized in the fracking process, and the limited supply available to the market. An August 4 article by the Wall Street...


Total return

As investors use the term, total return is the change in value of an investment over a given period, assuming reinvestment of any dividends or capital gain distributions, expressed as a percentage of the initial investment. [1] The total return includes dividends, capital gains distributions, and the increase in the net asset value of the asset. [1]

Assets are usually purchased, or equivalently a deposit is made, in hopes of getting a future return, or interest from it. Assets are held to have some recurring, or capital appreciation. Assets are expected to give income, without any work on the asset per se. [2] Total return is all that is expected to return, assuming it is reinvested and expressed as a percent.


An investor purchases an asset for $100 on 1/1/90. The asset yields $10 of cash flows at the end of one year. After one year, the asset has a market value of $130. The investors total return is thus:

Total Return = ( (130 + 10) / 100 ) - 1 = .4, or 40%

Cash Flow

Seen from a cash flow perspective, an asset is something that puts money in your pocket, and a liability is something that takes money out of your pocket. [2] The word investment originates in the Latin "vestis," meaning garment, or vest, and refers to the act of putting assets into others pockets. [3]

14c total from entire, sum total, all, whole. [4] 14c "to come back, act of coming back;" 16c a yield, a profit returning. [5]


  1. Mutual Funds: An Introduction to the Core Concepts by Dr. Mark Mobius ISBN-10: 0470821434 pg 83
  2. Rich Dad Poor Dad Robert T. Kiyosaki ISBN-10: 0446677450 pg61
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