No, “total return” is not just principal multiplied by yield. The yield only measures one source of return (dividends) while “total return” includes both dividends and price/NAV increases.I am familair with the difference between yield and return and thus my curiosity about “return”. So with an annual yield of about 1.5% the total approximate return on 10K invested on January 3, 2022 should be about $300 for $10,300.
For example, the S&P500 had about 1.5% yield in 2022, but it had a negative total return. And in 2023 it has had about 1.5% yield, but about 24% total return.
Statistics: Posted by Scorpion Stare — Mon Dec 18, 2023 11:47 pm — Replies 5 — Views 531