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Total Return assumes that dividends and interest are reinvested in the funds. A reasonably accurate equation for the percent Total Return in a year of any security is the sum of the percent gain (or loss, a negative percent) over the year in the security value, plus the annual dividend yield expressed as a percent (100 × annual dividends ...
Total shareholder return (TSR) (or simply total return) is a measure of the performance of different companies' stocks and shares over time. It combines share price appreciation and dividends paid to show the total return to the shareholder expressed as an annualized percentage.
A total return index (TRI) is different from a price return index. A price return index only considers price movements (capital gains or losses) of the securities that make up the index, while a total return index includes dividends, interest, rights offerings and other distributions realized over a given period of time.
In 2024, the energy sector produced a total return (including dividends) of 5.7% compared to 25% for the S&P 500. 2023 was even worse, with a -0.6% total return for the energy sector compared to a ...
S&P 500 Returns (as of July 31, 2024) Total Return. Year to date. 16.7 percent. One year. 22.15 percent. ... The primary benefits of reinvesting dividends include compounding returns, ease of ...
That might not sound that impressive, but it generated a total return of 732% after including its reinvested dividends. That rally would have turned a $10,000 investment into about $83,200.