Finance English
Analysis

トータルリターンとは?

トータルリターン The overall return on an investment, including capital gains, interest, and dividends, measured over a specified period and expressed as a percentage of the initial investment.

Source: CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework

How is “トータルリターン” Used in Practice?

トータルリターンは、価格上昇とインカムの両方を反映し、投資成果を総合的に示す指標となる。

Certification Exam Relevance

CFAACCAFRM

Who Needs to Know This Term?

  • Financial Analysts
  • Bankers
  • Traders

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Frequently Asked Questions

トータルリターンとは?

The overall return on an investment, including capital gains, interest, and dividends, measured over a specified period and expressed as a percentage of the initial investment.

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