Saturday, January 1, 2011

Calendar Year Returns

Calendar year returns refer to the performance of a fund over calendar year periods. Typically funds will report calendar year returns along side a range of other performance periods such as 'since inception', 'YTD' (year to date), 'MTD' (month to date), 2-year returns, 3-year returns, etc.

Synonyms: Annual returns, Yearly returns

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