FTB-C000151 / Financial concept

Gross Total Return Index

A gross total return index reinvests eligible distributions before specified withholding-tax deductions.

Also known asgross return indexGTR index

Definitions

In plain terms

It measures price performance plus modeled gross distributions according to the index rules.

Technical

The methodology defines eligible dividends, ex-date reinvestment, corporate actions, FX, corrections, fees if any, and the meaning of gross for each market.

Scope

It is a modeled index series and not every investor's realized pre-tax return.

Examples

  • A governed index record identifies gross total return index with its applicable methodology version, effective time, source, and units.

Common misconceptions

  • Gross Total Return Index does not have one universal implementation without the named index methodology, data cutoff, and governance context.

Concept relationships

Where this concept is used

Evidence and governance

  1. S&P Dow Jones Indices Index Mathematics Methodology S&P Dow Jones Indices · first party methodology

    Supports: preferred label, short definition, technical definition

    Limits: Authoritative for the provider's indices; conventions are not universal defaults for every index or security-level return series.

  2. Fintech Builder Glossary Definition Contract The Fintech Builder · internal governed contract

    Supports: variant distinction

    Limits: Defines governed platform behavior rather than claiming these policies are universally prescribed by external McClellan methodology.

Reviewed by
fintech-builder-owner-approved
Last reviewed
2026-07-27
Next review
2027-07-27
Record status
published