Articles tagged “Cagr”
3 articles.
- Portfolio XIRR and CAGR on Zerodha Console
How Zerodha Console computes portfolio XIRR, why it can show a dash, why it covers current holdings only, and how XIRR relates to CAGR for equity investors.
- Scheme performance vs benchmark report for mutual funds
The scheme performance vs benchmark report compares a mutual fund scheme's point-to-point and CAGR returns against its primary and additional total return index …
- Rolling returns vs trailing returns in mutual funds
Trailing returns measure a fund's performance from a fixed past date to today. Rolling returns measure performance over many overlapping periods of the same …