Further, the company said that performance fees are payable when the total return for its shareholders is over a benchmark index and cumulative total returns
are more than any prior under performance.
From 2004 to 2009 Kroger shares outperformed both the Standard & Poor's 500-stock index and its peer group (other leading mass market retail chains) in cumulative total returns
, according to the company's most recent 10-K filing with the U.
14% based on NAV (net asset value), significantly outperforming the two benchmark broad commodity indexes, which had a cumulative total returns
ranging between -15.
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
ranked ICON International Equity Fund, Class Z #1 of 61, #6 of 52, #1 of 43, and #16 of 22 International Small/Mid-Cap Core funds, based on cumulative total returns for the 1-, 3-, 5-, and 10-year periods ended 12/31/07.
ranked ICON International Equity Fund, Class I #2 of 61 and #7 of 52 International Small/Mid-Cap Core funds, based on cumulative total returns for the 1- and 3-year periods ended 12/31/07.
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.
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.