cumulative return
nounUK /ˈkjuːmjʊlətɪv rɪˈtɜːn/
US /ˈkjuːmjələtɪv rɪˈtɝːn/
The total money you make from an investment over time, adding up all the gains and losses.
The fund's cumulative return over five years was 40%, meaning a $1,000 investment grew to $1,400.
OTHER MEANINGS
2. The combined percentage change in an asset's value from its starting point to a given date, including reinvested dividends.
Analysts compared the cumulative returns of both stocks since 2015.
3. In finance reporting, the sum of periodic returns over a specified holding period.
The report lists monthly returns and the cumulative return for the year.
4. A measure used to evaluate how much an investment has grown in total rather than in any single period.
Despite a bad quarter, the cumulative return remained positive.