Total Shareholder Return (TSR)
📈 Investing
intermediate

Quick Definition

Total Shareholder Return (TSR) is a metric used to assess the total returns generated for shareholders from a stock investment, including both capital gains and dividends.

Formula

TSR = ((Ending stock price - Beginning stock price + Dividends) / Beginning stock price) * 100

Examples

  • 1A company's stock price increases from $100 to $120 over a year and pays a dividend of $3. The TSR would be 23%.
  • 2An investor holds shares in a company that has seen no price appreciation but has consistently paid dividends yielding 4% annually, contributing solely to the TSR.
  • 3A mutual fund reports a TSR of 15% over the past year, reflecting both the appreciation in the value of the stocks within the fund and the dividends received.

Tags

TSRshareholder valuedividendsstock marketinvestment returns
Quick Info
Category:Investing
Difficulty:intermediate
Last Updated:6/20/2025