Cumulative total return

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Cumulative total return

The actual performance of a fund over a particular period.

Cumulative Total Return

The return or yield on an investment or portfolio over a given period of time, expressed in non-annualized terms. Before making an investment, one generally calculates the expected return, which is an important aspect of an investment's risk analysis. The cumulative total return is what objectively happened to the investment. It is vitally important to note that the cumulative total return is not expressed in annualized terms.
References in periodicals archive ?
Cumulative total returns for the Trust Shares class from July 1, 1992 was 13.
Comparison of cumulative total returns of Mylan's Common Stock, the Standard & Poor's 500 Composite Index and the Dow Jones U.
Comparison of cumulative total returns of Herbalife's Common Stock, S& P 500 Composite Index and the Peer Index, 2004-2008
Comparison of 5 Year Cumulative Total Return, 2003-2008
Comparison of 5-year cumulative total return among Life Technologies, NASDAQ market Index and NASDAQ Pharmaceutical Index, 2003-2008
The standardized total returns are average annual returns or cumulative total returns (only if the performance period is one year or less) as of the most recent calendar quarter-end.
Since its inception on July 27, 1998, through year end 2002, Class A Shares of the Fund have outperformed the Wilshire Real Estate Securities Index, producing a cumulative total return of 34.
Cumulative total returns for Contrafund and Low-Priced Stock Fund do not include the effect of sales charges which would reduce returns.
Fidelity Contrafund, managed by Danoff since September 1990, has a cumulative total return of 113.
Fidelity Low-Priced Stock Fund, managed since December 1989 by Joel Tillinghast, has a cumulative total return of 106.
The chart assumes that $100 was invested on February 1, 1991 and looks at the cumulative total return through December 31, 1995, including reinvestment of dividends.
We believe that without our consent solicitation, the year-end cumulative total return for RJR Nabisco would probably not have approached $100.
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