Annualized Total Return Formula and Calculation

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

The Hidden Tradeoffs Between Dividend Income and Total Return

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...
KTLA

Diamond Hill Launches Securitized Total Return Strategy

COLUMBUS, Ohio, July 1, 2025 /PRNewswire/ -- Diamond Hill, a boutique investment management firm with a long-term, valuation-disciplined approach across multiple asset classes, today announced the ...
Wall Street Journal

T Rowe Price Multi-Strategy Total Return Fund;I

The Fund seeks strong long-term risk adjusted returns. It uses a highly flexible investment approach in an effort to provide attractive returns that are uncorrelated to moves in the broader equity and ...

ULTY: Doubtful That The Strategy Change Will Reduce NAV Erosion (Rating Downgrade)

YieldMax Ultra Option Income Strategy ETF is downgraded to hold following a major strategy overhaul aimed at reducing NAV ...

3 Things Investors Need to Know About the YieldMax MSTR Option Income Strategy ETF in 2026

If you dig into the backstory, ultra-high yield YieldMax MSTR Option Income Strategy ETF probably won't be as attractive as it seems at first.
Yahoo! Sports

PIMCO Total Return: ETF or Mutual Fund?

PIMCO Total Return ETF (BOND - News) is known as the exchange traded fund version of the famous Total Return (PTTRX) mutual fund — both are managed by bond guru Bill Gross. Although the ETF has only ...