Total Return
This is the total amount of money you have made (or lost) through Hatch. It takes into account every deposit, withdrawal, fee, dividend, US tax payment and all returns you've made from your shares (both realised and unrealised).
💡 Note: Hatch uses the current exchange rate to show your Total Return in NZD, which means it doesn't include any gains or losses you've made from currency fluctuations.
How we calculate your total return
Current portfolio value - (Total deposits + dividends + returns - fees - US tax - withdrawals) = Total Return
Return on Your Current Investments
These returns are based purely on share prices (i.e. they don’t include dividends and US tax). They show you how much the shares you currently own have increased or decreased in value compared to the average price you paid for those shares.
How we calculate return on your current investments
Current value - total cost (using the First In, First Out method for sales) = Return