Understanding Trailing Measures in Finance

Trailing measures reveal past trends in data, including sales and trading techniques. Understand how these measures support ...
Yahoo Finance

Trailing returns or rolling returns: Which one to choose?

There are numerous ways in which an investor selects a mutual fund scheme, however; one parameter that is always considered is, returns. It plays a pivotal role in selecting a fund. Therefore, it is ...
AOL

What Are Trailing Returns and How Do They Work?

Mutual funds can offer a streamlined way to build an investment portfolio. Rather than purchasing individual stocks or bonds, you can buy mutual fund shares to gain exposure to multiple investments in ...

Total Return Forecasts: Major Asset Classes - January 5, 2026

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

Why Long-Term Portfolio Returns May Look Different in the Next Decade

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...
Morningstar

How Well Have Large-Blend Funds Performed? It Depends.

How well have large-blend mutual funds performed during the past 10 years? That question is not as easy to answer as it might seem. At face value, the average trailing 10-year return for all mutual ...