Mutual fund's yearly returns

General
1

Hello all
Hope you all are doing good in life.

Just one basic question, the yearly MF returns are calculated on the basis of calendar year or financial year?

Thanks in advance

2

For one’s portfolio-> Calculate 1 year from date of first investment
For general returns-> 1 year from todays date

3 Likes
3

Thanks.

But Im asking, the MF returns like 1year, 3years, 5years are CAGRs, but the year taken to calculate those are the calendar year or financial year.

Actually i bit confused :sweat:

4

because of John Bogle I’ll will never think about mutual fund

5

I think the returns are calculated from the funds’ inception.

Also, there are a lot of websites that provide data for different periods like trailing returns, rolling returns and calendar returns.

6

@ShubhS9
Hello sir,

Let, say if we are looking at 1 year annualized return of a MF today (9/8/2021), it means it shows the 1 year’s annualized return of that fund.
So, is that 1 year which is taken in the calculations for calculating the annualized returns is (9/8/2021-9/8/2022) or the calendar year (1/1/2021-31/12/2022) or the financial year (1/4/2021-31/3/2022)?

Your replies can make wonders :pray::pray::pray::pray: