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Islamic Global Sunk Fund Licensed by the Kuwaiti CMA (LUIS/F/DI/2019/0087)29 August 2022 Fund Objective & Strategy The Fund seeks to generate positive returns on the long term with a balanced risk
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How to fill out cumulative ytd return
How to fill out cumulative ytd return
01
Gather all the data on investment gains or losses for the year
02
Calculate the total of all gains and losses for the year
03
Divide the total gains by the total investment amount at the beginning of the year
04
Multiply the result by 100 to get the percentage return
05
Record the cumulative YTD return for reporting purposes
Who needs cumulative ytd return?
01
Investors who want to track the performance of their investments over a specific period of time
02
Portfolio managers who need to report the performance of their funds to investors
03
Financial analysts who are evaluating the performance of a particular investment or portfolio
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What is cumulative ytd return?
Cumulative year-to-date return is the total percentage change in the value of an investment or portfolio since the beginning of the current year.
Who is required to file cumulative ytd return?
Investors, fund managers, and financial institutions are required to file cumulative year-to-date returns.
How to fill out cumulative ytd return?
Cumulative year-to-date returns can be filled out by calculating the total percentage change in the value of the investment or portfolio and reporting it on the appropriate forms.
What is the purpose of cumulative ytd return?
The purpose of cumulative year-to-date return is to track the performance of an investment or portfolio over a specific period of time.
What information must be reported on cumulative ytd return?
Cumulative year-to-date return must include the total percentage change in the value of the investment or portfolio since the beginning of the current year.
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