Difference between Trailing Returns & Cumulative Returns

POSTED BY Arudra ON May 5, 2011 11:23 am COMMENTS (2)


Can someone help me understand, may be with an example, the difference between Trailing Returns and Cumulative Returns wrt mutual funds. Which one should we look at or consider when investing in a mutual fund.


2 replies on this article “Difference between Trailing Returns & Cumulative Returns”

  1. Arudra Kumar says:

    @ Kush,

    Thank you for the reply.


  2. Trailing return is the return of a fund or company over a given time period. For example, you could get the trailing twelve month value, which would show the return of the company over the previous twelve months.


    Cumulative Return is the aggregate amount that an investment has gained or lost over time, independent of the period of time involved. May be Since inception..

    one should prefer goin through a stringent reserach before investing your hard earned money…so keep track of every aspect you can unserstand…:)

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