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  2. Metrics Details and Common Terms
  3. Basic Assumptions

Portfolio Trailing Returns

How we calculate Performance for a specific period

 

Annualized Performance

 

All trailing returns are calculated on an annualized basis (unless 1 year or less).

 

Portfolio Trailing Returns Calculation EN

 

Returns are calculated net of MER.

Related articles

  • Portfolio Correlation
  • Compound Trailing Returns
  • Setting Up Your Brand
  • Historical Performance
  • Portfolio Calendar Year Returns
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