Total return includes both capital gains and dividends, providing a comprehensive view of stock performance. Expressing total return as a percentage or dollar value helps compare various investments ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Return on investment (ROI) measures the amount of ...

Learn how weighted average cost of capital (WACC) helps gauge investment quality, evaluate company value, and guide smarter financial decisions.

(2) Average Annual Total Return on NAV is the annual compound return for the five-year period. It reflects the change in the Fund’s NAV and reinvestment of all distributions. (3) Annualized Current ...

Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...

Virtus Total Return Fund Inc. is a diversified closed-end fund whose investment objective is capital appreciation, with income as a secondary objective. Virtus Investment Advisers, LLC, a registered ...

Investors love dividend stocks, especially those with high yields, because they provide a substantial income stream and offer significant total return potential. Total return includes interest, ...

Fixed income saw a bull run in Q3 2025 and PGIM Global Total Return Fund outperformed its benchmark. Click here to discover ...

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Total Return Fund Inc. (NYSE: ZTR) previously announced the following monthly distribution on November 20, 2024: Under the terms of its Managed Distribution ...

Average Annual Total Return on NAV is the annual compound return for the five-year period. It reflects the change in the Fund’s NAV and reinvestment of all distributions. Fiscal YTD Cumulative Total ...