cumulative total return การใช้

• Cumulative total return : 3, 019.22 percent, according to Dworsky.
• The cumulative total return in the last three days of the months January through July was negative 3.76 percent.
• The last three days'trading contributed cumulative total return of 2.35 percent in the January to July period and 2.21 percent in the August to November period.
• The analysts then looked at the performance of each new fund, comparing its monthly cumulative total return with the average for all the funds in the same category with earlier inception dates.
• Despite these defaults, the junk bond market managed to earn a cumulative total return of 3.02 percent, through Dec . 26, according to an index kept by Credit Suisse.
• That was no fluke : over the last 10 years, S & AMP; P funds have delivered a cumulative total return of 268 percent, compared with 247 percent for other equity funds.
• The detail compares Warnaco's price performance graph and cumulative total return of a $ 100 investment beginning Jan . 6, 1996, nosediving to $ 8 in Dec . 30, 2000.
• As for the monthly cycle of performance, the final three days were non-events in the months January to July when none of the four funds'cumulative total returns beat the market, Grant wrote.
• One of those, Vanguard Health Care, outperformed all other funds from the beginning of the 1990-91 recession through Sept . 20 of this year, with a cumulative total return of almost 774 percent.
• The Standard & amp; Poor's 500-stock index has produced a cumulative total return of 21 percent since Sept . 21, 2001, the day of the market's post-attack lows.
• Assuming that the stock's price does not change, the cumulative total return after 20 years would be 80.6 percent without taxes, compared with 47.1 percent if the dividend income had been taxed annually at a rate of 35 percent.
• Not so in the so-called growth fund group, where Lipper statistics show Fidelity Contrafund with a cumulative total return of 161.88 percent in the five-year period, followed closely by Twentieth Century Ultra Investors Fund, up 161.79 percent.
• With a few exceptions, there is one formula at Fidelity for calculating the fees in funds that use them : The company gets to add two-hundredths of a percentage point to its expense ratio for every percentage point by which a fund's three-year cumulative total return beats that of its benchmark.