What is total percentage return?

This represents gains and losses of an investment over a specified period of time, including realized and unrealized capital gains and losses plus income, expressed as a percentage. For example, an annual total percentage return of 5% for the past three years means that the investment effectively grew by 5% a year in each of the three years.

The total return displayed on your dashboard is calculated after all fees have been charged using the money-weighted method.

Can't find what you are looking for?

Contact Support