Total return is a comprehensive measure of an investment’s performance, accounting for both income and capital gains. This video shows how to calculate total return and interpret what it tells you about portfolio growth over time.

You’ll learn:

• The formula for total return and when to use it

• How dividends, interest, and price appreciation factor in

• Common exam-style questions and how to solve them step-by-step

📘 Related Exams: SIE, Series 6, Series 7, Series 9, Series 65, Series 66
🧠 Skill Level: Beginner-to-intermediate
📈 Topics Covered: Return calculations, investment performance, total return formula