Definitions for **"Total Rate of Return"**

The "bottom-line" rate which reflects the combination of income and appreciation (or depreciation) as well as realized and unrealized capital gains.

The dividend plus any appreciation in a company's stock, divided by the purchase price of the stock.

the percentage change in the total value of an investment portfolio including interest income, dividends paid on equities, and the change in market value of the portfolio over a specified time period. The calculation will include both realized and unrealized capital changes, and it may be calculated and expressed as a return that is net of expenses and/or taxes. Often expressed as the annual compound rate.