Cumulative total return

Cumulative total return

The actual performance of a fund over a particular period.
Copyright © 2012, Campbell R. Harvey. All Rights Reserved.

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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