Total return. Total return is your annual gain or loss on an equity or debt investment. It includes dividends or interest, plus any change in the market value of the investment. When total return is expressed as a percentage, it's figured by dividing the increase or decrease in value, plu...
Learn everything about a total return swap (TRS). Find out its definition, how it works, key requirements, examples, and the benefits & risks associated.https://www.financestrategists.com/wealth-management/accounting-ratios/leverage/
On the basis of this study we conclude that, with a small or zero spread in the total return swap market, investors can s tabilize the return of their portfolios. The ex ante hedging effectiveness, that is, the ratio of the standard deviation of the portfolio returns with and without the...
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower ...
Adding Coca-Cola’s current dividend yield of 2.7% to the 5.4% returns we’ve calculated so far gives us an expected total return of 8.1% a year. Adding current yield does not factor in dividend growth. Coca-Cola is one of only 50 Dividend Kings; stocks with over 50 consecutive years ...
Advisors Wary Of PIMCO's Total Return ETF. The article reports on the reluctance of advisors to accept the Enhanced Short Maturity Strategy ETF (MINT) of Pacific Investment Management Co. (PIMCO). T... Scott,Cathy - 《Fund Action》 被引量: 0发表: 2012年 PIMCO's Total Return Bond ETF ...
analysis along with combination of bottom-up and top-down approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Barclays U.S. Aggregate Index. PIMCO Funds - PIMCO Total Return Fund III was formed in May 1, 1991 and is domiciled in the United ...
Roy, Elizabeth
the contract period without actually owning the asset or basically without any major investment. Moreover, for any rise in the value of the asset, the same party will get the benefit. So, the return to the receiver would be interest income (if any) plus any rise in the asset’s value....
By this definition, the yield would mainly be cash thrown off by the investment with no invasion of principal. In some cases, this may not be true. As an example, someclosed-end funds (CEF)will actually use the return of the investor’s principal to keep their distributions at the desire...