What is 'Cumulative Return'
The aggregate amount that an investment has gained or lost over time, independent of the period of time involved. Presented as a percentage, the cumulative return is the raw mathematical return of the following calculation:
BREAKING DOWN 'Cumulative Return'
Investors are more likely to see a compound return than a cumulative return, as the compound return figure will be annualized. This helps investors to compare different investment choices.
A common way to present the "effect" of a mutual fund's performance over time is to show the cumulative return with a visual such as a mountain graph.
Investors should check to confirm whether interest and/or dividends are included in the cumulative return; such payouts may be assumed to be reinvested or simply counted as raw dollars when calculating the cumulative return. Any marketing material for a mutual fund or similar investment should state any assumptions clearly when presenting such performance data.

Cumulative Dividend
A sum that publicly traded companies must remit to preferred ... 
Cumulative Interest
The sum of all interest payments made on a loan over a certain ... 
Compound Return
The rate of return, usually expressed as a percentage, that represents ... 
Accumulated Dividend
A dividend on a share of cumulative preferred stock that has ... 
Cumulative Exposure
Exposure to a hazard over an extended period of time. 
Average Return
The simple mathematical average of a series of returns generated ...

Investing
What is Cumulative Preferred Stock?
Cumulative preferred stock is a type of stock that stipulates any skipped or omitted dividends must be paid to its holders before common shareholders can receive dividends. 
Professionals
Introduction
FINRA/NASAA Series 66: Section 2 Measuring Portfolio Returns. This section discusses different return measures: return on investment, holding period, annualized, risk free and total returns. 
Professionals
Rates of Return
FINRA/NASAA Series 66 Section 1  Rates of Return. In this section internal rate of return (IRR), real return, expected return and riskadjusted return. 
Fundamental Analysis
How To Calculate Your Investment Return
How much are your investments actually returning? Find out why the method of calculation matters. 
Professionals
Measuring Portfolio Returns
NASAA Series 65: Section 16 Measuring Portfolio Returns. In this section different types of risk measures discussed and some sample questions. 
Fundamental Analysis
Explaining Expected Return
The expected return is a tool used to determine whether or not an investment has a positive or negative average net outcome. 
Fundamental Analysis
The Most Accurate Way To Gauge Returns: The Compound Annual Growth Rate
The compound annual growth rate, or CAGR for short, represents one of the most accurate ways to calculate and determine returns for individual assets, investment portfolios and anything that ... 
Professionals
Voting
As a common stockholder, you have the right to vote on the major issues facing the corporation. You are a part owner of the company and, as a result, you have a right to say how the company is ... 
Professionals
Rates of Return  Internal Rate of Return
FINRA/NASAA Series 65  Rates of Return  Internal Rate of Return. In this section Internal rate of return, real return, riskadjusted return, beta and total return. 
Mutual Funds & ETFs
Analyzing Mutual Funds For Maximum Return
Using a few simple metrics will help you pick the right fund for your portfolio.

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How do I calculate my portfolio's investment returns and performance?
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