- The change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period. Bloomberg Financial Dictionary————The annual return on an investment expressed as a percentage of the total amount invested. Financial Services Glossary
* * *▪ I. return re‧turn 1 [rɪˈtɜːn ǁ -ɜːrn] verb1. [transitive] FINANCE if an investment returns a particular amount of money, that is the amount of profit it makes:
• This high-performing fund has returned 20.8% a year on average over the past decade.2. [transitive] COMMERCE to take a product back to the shop you bought it from to get your money back, or to get other goods in exchange for it:
• Any product purchased from Milo may be returned for a full refund.3. [intransitive] to go back to a previous activity or state:return to
• The mine returned to production in November.
• The striking teachers have now returned to work.4. [transitive] if you return a telephone call, you telephone someone because they have telephoned you:
• The minister didn't return a call asking for comments on the crisis.5. return a cheque BANKING FINANCE if a bank returns a cheque, it refuses to pay it because there is not enough money in the account to do so; = BOUNCE:
• If we have to return a cheque, a charge of £15 will be made.6. return a verdict LAW if a jury in a law case returns its verdict, it says whether it thinks someone is guilty or not[m0] ▪ II. return return 2 noun1. [countable, uncountable] FINANCE ACCOUNTING the amount of profit made from an investment:
• British government bonds have produced a total return of 8.52% so far this month.
• a slump affecting the returns from investmentacˌcounting ˌrate of reˈturn abbreviation ARR accounting rates of return PLURALFORM [countable, uncountable]ACCOUNTING FINANCE the amount of profit made from an investment, measured as a percentage of the value of the assets used in the investmentˌgross reˈturn [countable, uncountable] ACCOUNTING FINANCE TAXthe amount an investment produces before tax is taken off:
• Interest is taxable, so the bond's 7% gross return would be worth 5.6% or 4.2%, depending on the tax rate.inˌternal ˌrate of reˈturn internal rates of return PLURALFORM abbreviation IRR [countable, uncountable] ACCOUNTING FINANCEa measure of the value of an investment, expressed as a percentage and calculated by comparing the profit in a year with the amount that was originally invested:
• The average internal rate of return for the industry is 6.6%.ˌnet reˈturn [countable, uncountable] ACCOUNTING FINANCE TAXthe amount received from a company's activities, an investment etc, after costs have been taken away:
• The higher the total expenses of the fund, the lower the net return to investors.ˌrate of reˈturn rates of return PLURALFORM [countable] ACCOUNTING FINANCEthe amount of profit that a particular investment will make, expressed as a percentage:
• a guaranteed rate of return of 7%2. [singular, uncountable] when someone or something goes back to a previous activity or state:
• Favorable government rates have aided the company's return to profitability.
• the return of petroleum prices to the highest levels since mid-February3. [countable] TAX an official form that is filled in and sent to the tax authorities so they can calculate how much tax is owed:
• Over 12.2 million taxpayers filed federal returns electronically this year.
• allegations that the company had falsified its corporate tax returnˌannual reˈturn [countable]LAW an official statement signed by the directors and secretary of a limited company in Britain, containing details of the company's shares and assets, which must be sent once a year to the Registrar of Companies:
• Every company is required to file an annual return.4. [uncountable] COMPUTING the button that is pressed on a computer keyboard when you have finished typing an instruction; = ENTER:
• Enter the filename and press Return.5. also ˈproduct reˌturn [countable] COMMERCE the act of taking or sending back a product you have bought, in order to get your money back or to get other goods in exchange:
• We accept any return for any reason and will refund or replace the product.
• Our customer service department deals with product returns.[m0] ▪ III. return return 3 adjectivereturn ticket/fare etc a ticket etc that allows you to travel to a place and back again; = round-trip ticket/fare AmE:
• The package includes the return air fare from the UK and accommodation.
* * *Ⅰ.return UK US /rɪˈtɜːn/ verb► [T] ACCOUNTING, FINANCE if a business or an investment returns an amount of money, it produces a profit: »
Last year all 60 branches of the business returned a profit.»
The account is low-risk but returns just 0.5% interest.► [T] COMMERCE to take or send a product back to the company that sold it to you. You usually do this if you want them to replace the product or to give you back your money: »
Customers who return goods must present a receipt to get cash or credit.► [T] to give back money that will not be used or that should not have been paid: »
If the sale does not go through, the agent is obliged by law to return the deposit.»
The department will return any overpayment or set it against your next tax bill.► [T] to phone someone who has called you earlier: »
I left several messages on his answer-phone, but he never returned my call.»
He did not return the multiple messages left on his cell phone.► [I] to go back to an earlier situation or to start doing something again: return to sth »
The refinery may not return to full production until later in the summer.»
Most women return to work at the end of their maternity leave.return to growth/profit »
The business is expected to return to growth next year.● return a cheque — Cf. return a cheque● return a verdict — Cf. return a verdictⅡ.return UK US /rɪˈtɜːn/ noun► [C or U] ACCOUNTING, FINANCE the amount of profit made by an investment or a business activity: »
The program guarantees lenders a return of 10% interest.»
A fixed-rate investment will give you below-average returns.return on sth »
We need to monitor our return on advertising.make/see a return (on sth) »
They need to charge prices of over $20 a barrel in order to make a return.»
If the market improves, we can make a return of $10,000 on our investment.»
a positive/negative returna good/high return »
I want an investment which offers a good return.»
a low/modest return»
produce/offer/yield a return► [C or U] COMMERCE a product that is returned to a company because the buyer is not satisfied with it, or the act of returning products to a company: »
An error in the manufacturing process led to hundreds of returns from dissatisfied customers.»
Check that there is a return policy in case there is a problem with the goods that you buy.► [C] (also tax return) TAX an official document with details of your income that you send to the government tax department each year so that income tax can be calculated: »
It is possible to file your return online.»
When you have submitted your return, the Revenue promises you instant acknowledgement of its receipt.»
complete/do your return► [C or U] a situation in which someone or something goes back to an earlier position or activity: »
a return to profit/growth/stability»
The last year has seen a return to normal in the banking sector.► [U] (also return key) IT the key on a computer keyboard that you press to give an instruction, or to start a new line in a document: »
Type in your name and then press return.► (UK also return ticket) TRANSPORT a ticket for a journey to a place and back again: return to somewhere »
I need a return to Kings Cross Station.● by return (of post) — Cf. by return of post→ See also ACCOUNTING RATE OF RETURN(Cf. ↑accounting rate of return), ANNUAL RETURN(Cf. ↑annual return), GROSS RETURN(Cf. ↑gross return), INTERNAL RATE OF RETURN(Cf. ↑internal rate of return), LAW OF DIMINISHING RETURNS(Cf. ↑law of diminishing returns), NET RETURN(Cf. ↑net return), PRODUCT RETURN(Cf. ↑product return), RATE OF RETURN(Cf. ↑rate of return), SALE OR RETURN(Cf. ↑sale or return)Ⅲ.return UK US /rɪˈtɜːn/ adjective► UK TRANSPORT relating to a journey to a particular place and back again: »
a return journey/ticket/fare
Financial and business terms. 2012.