India Today



They indicate the performanc­e of an instrument, and are usually used to assess the performanc­e of mutual funds over 1year, 3year, 5year, yeartodate since inception. It helps compare the performanc­e of two instrument­s over similar duration. So, if the current NAVs (net asset values) of fund A and fund B are Rs 20 and Rs 18 and were Rs 15 and Rs 12 five years ago, the 5year trailing return is 33.33 per cent for fund A and 50 per cent for fund B. Trailing returns give informatio­n beyond what a fund’s NAV indicates.

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