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 ?

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.

Macquarie Infrastructure announces USD5.0m performance fee payable to MIMUSA for Q2 2014

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.S.

Progress made despite recession

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