With such strong rallies, 10-year rolling return charts have come back in fashion, at least in my inboxes. I’ve seen several of them in the past week or two, and two examples are shown in the next two ...
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Mutual fund returns explained: CAGR vs XIRR vs rolling returns — how each metric impacts investment outcome
When investors look at mutual fund performance, the biggest mistake is assuming that “one return number” tells the complete story. In reality, CAGR, XIRR, and rolling returns measure three completely ...
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