Trailing total returns
Splet06. apr. 2024 · The fund has returned -9.06 percent over the past year, and 9.60 percent over the past three years. Hypothetical Growth of $10,000 Trailing Total Returns Monthly … Splet31. mar. 2024 · Trailing returns are calculations of the total amount of profit realized from a particular investment over a specific time period. Typically, a trailing return is evaluated …
Trailing total returns
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SpletDefinition of Trailing Total Return Price Gains Plus Dividends. A trailing return looks at how an investment -- such as a mutual fund -- performed on a... Published Returns. The mutual fund industry has moved to … Splet22. jul. 2024 · Rolling returns vs trailing returns. Trailing returns are calculated for a specific period – let’s say 5 years. As an example, say that the NAV of the ABC Fund today is $20 per share. Five years ago, at the beginning of the period, the NAV was $15 per share. The trailing return for the five-year period is calculated by adding the NAVs and ...
Splet12. apr. 2024 · Trailing total returns. Daily. Daily; Annual; 5 years 3 years 1 year 6 months 3 months 1 month; Purisima Global Total Return B ... +0.96% +0.69%: Fund quartile: 1st: … SpletCurrent and Historical Performance Performance for DoubleLine Total Return Bond Fund on Yahoo Finance. ... Trailing Returns (%) Vs. Benchmarks. Return ... Load Adjusted Returns. 1-Year-9.37%. 3 ...
SpletTrailing returns (%) vs. Benchmarks. Monthly total returns ES3.SI Category. YTD 1.97% 0.00%. 1-month 4.38% 0.00%. 3-month 1.66% 0.00%. 1-year 1.91% 0.00%. 3-year 12.52% … Splet13. apr. 2024 · The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. According to our Annual Survey of Assets, an estimated USD 15.6 trillion is indexed or benchmarked to the index, with indexed assets comprising approximately USD 7.1 trillion of this total (as of Dec. 31, 2024). The index includes 500 leading companies and covers …
SpletThe Fund seeks to provide a stable stream of real total returns over the long term with low absolute volatility and significant downside protection. ... Trailing Returns (GBP) 14/04/2024: YTD: 2. ...
Splet28. apr. 2024 · Total return is the actual rate of return of an investment or a pool of investments over a period. Total return includes interest, capital gains, dividends, and … grily akceSplet23. maj 2024 · Total return refers to interest, capital gains, dividends, and distributions realized over a given period of time. Investors focused on yield are generally interested in income and less concerned... gril weber go-anywhere plynovýSplet14. mar. 2024 · Trailing total returns. Daily. Daily; Annual; 5 years 3 years 1 year 6 months 3 months 1 month; Vanguard Dividend Growth Fund Investor Shares +11.19% ... 1355: 1392: 1421: 1436: As of Feb 28 2024. Trailing returns analysis. 3M. 3M; 6M; 1Y; 3Y; 5Y; The chart shows how frequently the fund's 3M return is positive or negative. Each bar is an ... gril weber go anywhereSplet19. sep. 2024 · One-Year Trailing Total Returns: 0.6% Expense Ratio: 0.70% Annual Dividend Yield: 0.05% Three-Month Average Daily Volume: 20,505 Assets Under Management: $195.2 million Inception Date: Mar. 10,... gril work for buildingSplet15. dec. 2024 · Relative Trailing Returns: Step 1: . Subtract the current price from the beginning price of the benchmark investment to get the change in value for... Step 2: . … fifth third bank corporate officesSpletFinally, the "Overview" section then shows a (10-year?) "total return" of 5.13% and a trailing 12-month yield of 0.52% and an expense ratio of 0.48%. These are VERY different from … grily 15 drawer cabinet reviewsSplet06. nov. 2024 · Trailing returns measure how well a mutual fund has performed over a specific time period. It’s not uncommon to see trailing returns measured on a one-year, … fifth third bank cotswold