The first rate of return we are concerned about is the cumulative rate of return. The calculation formula is simple: cumulative yield = cumulative income/principal * 100%.

The formula is very simple, I believe everyone can understand it, but when it comes to specific situations, many people are confused. Let's look at the specific situation.

Cumulative income represents how much money you have earned in total. Let me give you the simplest example first.

Case 1

As shown below, I invested 2000 yuan to buy a fund 0002 16. With the increase of funds, the amount of positions rose to 2053.39 yuan, so:

Cumulative income = position amount-principal = 2053.39-2000 = 53.39

Cumulative yield = 53.39/2000 = 2.67%