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.
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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.
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