Rolling Returns in Mutual Funds: Why They Matter More Than Just CAGR
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Rolling Returns in Mutual Funds: Why They Matter More Than Just CAGR

When you invest in mutual funds, you’re constantly looking at their returns. You might see terms like “1-year return,” “5-year return,” or “CAGR.” While these numbers give you a snapshot, they can sometimes be misleading, especially if you’re trying to understand how consistently a fund performs through different market conditions. This is where Rolling Returns…

Are Mutual Funds Safe Investments? Understanding the Risks

Are Mutual Funds Safe Investments? Understanding the Risks

Are Mutual Funds Safe Investments? Understanding the Risks   Introduction Mutual funds have long been regarded as a popular investment choice, especially for those seeking a hands-off approach to growing their wealth. With their promise of diversification, professional management, and access to a wide array of securities, they appeal to both novice and seasoned investors…