Cumulative total return

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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REIT stocks have posted a cumulative total return of 134 percent since the beginning of 2000, well ahead of other major market benchmarks.
This bearish environment has hurt the performance of long-term government bond funds, which had a negative cumulative total return of 6.
To chart the requisite annual changes in cumulative total return, the company should calculate the fluctuations in the dollar value of a hypothetical investment made at the beginning of the five-year period, or "measurement point," in a class of its registered common stock and in each of the two comparative indices.
The Fund's Year-to-date Cumulative Total Return for fiscal year 2015 (January 1, 2015 through November 30, 2015) is set forth below.
74% cumulative total return for the year through September 30.
Comparison of 5 Year Cumulative Total Return, 2003-2008
Separately, AmeriGas Partners announced that for the three-year period ended December 31, 2006, the cumulative total return on Partnership units was 45.
The Fund's Year-to-date Cumulative Total Return for fiscal year 2015 (December 1, 2014 through November 30, 2015) is set forth below.
This data includes cumulative total return, average return (daily, monthly or annual) and standard deviation.
3] Cumulative Total Return is the percentage change in the Fund's NAV from December 31, 2014 to November 30, 2015, assuming reinvestment of distributions paid.
In the case of the Fund, the award is based on cumulative total return over the ten-year period ending December 31, 2005.
Certificates are awarded once a year, as of December 31st, for performance over one, five, ten, and fifteen year time periods for open-end equity funds and are based on cumulative total return.
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