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Rolling returns vs trailing returns

Let's understand the two popular mutual fund returns calculation methods and find out the difference between them

Trailing and Rolling Returns: Meaning, Calculation, Example

dhanak हिंदी में भी पढ़ें read-in-hindi

When we look to invest in a mutual fund, we tend to check its past performance. We have two particular return calculations, a trailing return and a rolling return. These help us understand the fund's performance and compare it against the benchmark and its peers. Let's understand both these metrics in detail.

This article was originally published on June 29, 2022, and last updated on October 27, 2022.


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