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While rolling returns refer to the annualised average returns for a time period, trailing returns indicate annualised returns from one point to another. While examining a fund’s historical returns, rolling returns are seen as a better indicator
More than 16 Years of Growth Equity Investing, One Differentiated Approach Loomis, Sayles Company: 77.6 136 1 BILLION IN ASSETS UNDER MANAGEMENT
What Happened in April? April was a challenging month for equities as stocks declined. US growth stocks were amongst the worst performers (-13.6%), followed by US large-caps (-8.8%) and US small-caps (-7.8%). Bonds also struggled as investment grade corporates were down 6.7%, 7-10 year US Treasuries fell 4.2%, and high yield credits declined 4.2%. CommoditiesRead More