There are two ways to get the returns in percentage of mutual funds performance in the current market. Trailing returns Rolling returns Trailing Returns The above-said returns measure the performance of a mutual fund for the past specific periods, such as a one-year, three-year, five-year, or inception-to-date basis. In other words, trailing returns is the calculation of … [Read more...]
Annualized Rate of Return
An Annualized return is the amount of money that has earned for the investor per annum. An annualized return gives a clearer picture when comparing various mutual funds that have traded over different periods of time. However, this is applicable only if investors re-invest their gains every year. In other words, An Annualized return is period returns re-scaled to a period of 12 … [Read more...]