Rose purchased units of the Trimark Fund 1 year ago at $24.10 per unit. Today they are valued at $25.50. On the intervening December 31, there was a distribution of $0.83 per unit. ("Distribution" is the term used by most mutual funds for income paid to unit holders.) Calculate Rose's income yield, capital gain yield, and rate of total return for the year.

Capital Gain Yield

The increase in the price of an investment, calculated as the percentage difference between the current price and the purchase price.

Rate Of Total Return

A measure of the overall return on an investment, including both capital gains and income, expressed as a percentage of the initial investment.

Income Yield

The return on an investment expressed as a percentage of the investment’s cost.