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

ByY S

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…

A simple and clean landscape-format illustration for the headline 'Understanding Mutual Fund Types of Returns_ How to Calculate Them Effectively
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Understanding Mutual Fund Returns: How to Calculate Them Effectively

ByY S

Investing in mutual funds is a great way to grow your wealth, whether you’re a seasoned investor or just starting out. However, understanding and calculating mutual fund returns can sometimes feel confusing. It doesn’t matter if you’ve invested through a lump sum or a Systematic Investment Plan (SIP)—knowing how much your investment has grown (or…