Message Font: Serif | Sans-Serif
No. of Recommendations: 0

What occasionally is called 'annual return' and usually called 'total return'; is the total growth of the investment inside the fund. It presumes re-investment of all dividends (and capital gains, if any). It is the aggregate of the re-invested dividends, capital gains, and share price appreciation.

The fund's 'yield' of course is a function of the dividends received in a year per share, and the share price. If the fund's yield exceeds its total return, then the fund's share price drops. Of course, the opposite is also true. Hope this helps.

Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.