Top Tweets for #TrailingReturns
Equity Mutual Funds Investing Overseas
#MutualFunds #EquityFunds #OverseasInvesting #TrailingReturns #AUM

This is what I have been advocating for over the past decade or so. Also, one full chapter is dedicated to Rolling Returns in my book #ThinkHatke.
Also, my unique #Ranking method of ranking schemes is based on #RollingReturns and not #TrailingReturns.
This should have been the way to present as an industry norm and not an exception

Today, I made a plea to media houses (and to fintech platforms) at the Moneycontrol MF Summit to stop showing 1 year discrete performance. It is the statistic that does single most disservice to investors. People pick funds basis short term point to point returns and we all know what happens after that.
My request is to show 5 year rolling returns. Min, max, average. This shows the average customer experience over a long term which is what is relevant for investors.
Please consider my plea as an ecosystem. It will aid better decision making for customers and better outcomes for all of us.
PS Explanation of rolling returns below: for our funds we provide this data on our website product pages.
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