WebMorningstar calculates investor returns in-house on a monthly basis using total net assets and returns for different time periods. Cash Flows In order to calculate investor returns, … WebMorningstar calculates beta by comparing a fund's excess return over Treasury bills to the market's excess return over Treasury bills, so a beta of 1.10 shows that the fund has performed 10% better than its benchmark index in up markets and 10% worse in down markets, assuming all other factors remain constant.

TTM: What Trailing 12-Month Returns Mean For You - Forbes

WebTrailing Return. Performance figures that cover a rolling period whether annually, monthly, weekly, or daily. For example, on March 14th 2004, the one year trailing return would … WebMar 25, 2024 · At year-end 2024, the Dow Jones US Select Dividend Index had posted a trailing annualized three-year return of 11.0%. We attribute this total return to 1) a starting yield of 3.0%; 2) growth in dividends of 7.1%; and a small positive amount for change in valuation as the yield fell from 3.03% to 3.00% at the end of the period. east palestine ohio to toledo

Fund Category Performance: Total Returns - Morningstar

WebFind out how nasdaq:CIGI has performed compared to similar stocks. WebTotal return is an in-house calculation. Formulas for total return are listed in the "For the Pros" category. For the Pros. Morningstar determines year-to-date, one-, three-, and 12-month, three-, five-, 10-, and 15-year total returns by calculating the increase in the NAV over that time period including the reinvestment of distributions. WebApr 10, 2024 · Finally, trailing returns can compare investments or portfolios. This can help you determine which one might better fit your needs. How to Calculate Trailing Returns on an Investment Portfolio. There are two ways to calculate a trailing return: Absolute Trailing Returns: To calculate an absolute trailing return, you need the following information: east palestine ohio to philadelphia