Cumulative return represents total return including reinvestment of dividends during the period.
The cumulative return or the growth of a dollar over the time period specified. Note the cumulative return picture obtained often depends on the beginning date for calculation. The choice of the initial time point can often lead to different conclusions.
The actual total return of an investment for a specified period. A cumulative return does not indicate how much the value of the investment may have fluctuated during the period. For example, a fund could have a 10-year positive cumulative return despite experiencing three negative years during that time.
Measures the price change over the period of time indicated, ending at the current date (or the date the price was last updated). This measure includes any dividends paid and reinvested during the period measured. Cumulative return can also be referred to as total return. It is the most useful measure of performance among different asset classes, such as stocks, bonds, cash, and so forth.
The price change over the time period shown, plus any dividend, interest, or capital gains paid and reinvested over the period shown for any given security. Note that for stocks, the periods are complete calendar years, but for mutual funds, periods are rolling up to the current month.
This is the total return of an investment over a specific period of time, with gains, distributions and dividends reinvested. It is calculated by compounding the gains or losses from each successive trade during the entire time period.
The investment return over a period of years, each annual return accruing over the term.
The total compound return an investment earned over a specific period.