Answered By: Bobray Bordelon
Last Updated: Jun 30, 2023     Views: 59

Total return = the capital appreciation (depreciation) and dividends/interest.  The formula becomes more complex if the dividends are reinvested in the security being analyzed as then the timing of dividend payments and intermediate prices become relevant.  

The formula : 

Return =(Ending value of asset +  Ending value of the issued and invested dividends/interest) / Beginning value. 

To annualize = Return^(1/years)


Related Topics

Contact Us

Chat with a Librarian

Text a Librarian

Text (609) 277-3245 to get live help on your mobile phone (available the same hours as the Chat service)

Email a Librarian

You can email your research questions to or you can request an individual appointment with a subject specialist.

Call a Librarian

Call (609) 258-5964 to speak to a reference librarian during most open hours of the Libraries.