According to Morningstar, the average stock mutual fund had a total return of 7%.
Total Return is one of ten bear market winners that have shown their stuff (see table below).
That was when McGeorge Bundy of the Ford Foundation famously decreed that endowments should invest for total return.
The total return of the fund since its 2001 inception remains 242.1%, the document says.
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The price target implies an expected total return of 20% over the six-month period.
Cousins Properties (offices, shopping centers) has returned a subpar 14%-per-year total return on average since 2000.
Dividends are included in the total return calculation and are assumed paid, but not reinvested.
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The Equus Total Return Fund ( EQS) literally is selling for 59 cents on the dollar.
In 2012, the average municipal bond fund had a total return yield plus price appreciation of 8%.
Rowe Price fund had a 43.86% total return, and Montgomery's fund is up 46.35%.
For most investors, total return is more meaningful than price it includes the reinvestment of dividends.
It's high time that the concept of total return came to the estate planning business.
Some colleges have taken a total return approach to endowment management for many years.
The market peaked in July, but nevertheless delivered a 37.21% total return for the year.
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Municipal bonds underperformed treasuries in July returning 1.3% compared to 2.11% total return for treasuries.
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Even dowdy industrial REITs, mainly warehouses, have fared well, with a 25% total return this year.
The SET stock index is up 19% (total return in Thai baht) over the past year.
Pimco was wrong, and its flagship Total Return Fund ended the year with a 4.2% return.
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The total return investment approach is universally accepted by academic literature and institutional best practices.
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Our analysis concludes that the non-recession scenario would produce a total return of 12.0%.
From 2000 to 2010 the average mutual fund posted an annual total return of 3.18%.
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The Elements Rogers International Agricultural Total Return ETN ( RJA) is a fairly pure agricultural play.
Individual investors continue to struggle with a lack of attractive choices for short-term total return.
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Even once the dividends are factored in, the total return for the ETF is higher.
Your total return on an investment is the sum of dividends and capital gains.
Gross doesn't advise investors about whether they should choose the no-loads over Pimco Total Return.
The best proved to be Hong Kong wireless company China Unicom, up 142% in total return.
Result: Orbis Global's portfolio usually looks nothing like its benchmark, the FTSE World Total Return index.
That year, many dividend funds provided at least 3% in income but their average total return was minus-35%.
The average 18-mo return for the Emerging Total Return Index (price index including dividends) is 22.4%.
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