Our FAQs have moved!

As of August 7, 2024, Baker Library's FAQs have moved to https://www.library.hbs.edu/services/help-center.  Please visit Baker's Help Center to find our research FAQs and send us your questions.  Thank you!

Answered By: Austin Haley
Last Updated: May 08, 2024     Views: 20639

Q.
Total returns: stocks, bonds, & indexes

Where do I find data on total returns for stocks, bonds, and indexes?


A.

Global Financial Data : has total return indices for bills, bonds and stocks, as well as individual index returns.

  • Login anonymously.
  • Click on GFDatabase.
  • In the Series Type drop-down menu, select Total Return Indices for bills, bonds or stocks.
  • In the Country drop-down menu, select World or a specific country or region.
  • Click on Search.

Bloomberg  

  • Type TRA (Total Return Analysis)- this is a function that allows you to calculate returns.
  • To calculate TSR (Total Shareholder Return) in the excel add-in use the following formula:

 =BDH("IBM US EQUITY","day_to_day_tot_return_gross_dvds","23/03/2010","23/03/2015"

Ibbotson SBBI ... Classic Yearbook : Market Results for Stocks, Bonds, Bills, and Inflation
Available in print
Baker Business   Stacks -- Serials   4213000 (2008-2015)