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  • 2 Post By seirin

Total returns v. trailing total returns on FT

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  1. #1

    Join Date
    Oct 2018
    Posts
    487

    Total returns v. trailing total returns on FT

    Good afternoon. Can anybody explain (how you would explain a 3 year old) why when I compare two different funds/etfs on the Financial Times the total returns and trailing total returns are different. Aren't they supposed to be the same? I checked the definitions online, but apparently I am not smart enough.

    Fund A: Total return +30% over the last 5 years, trailing total return 7.58% over the last 5 years
    ETF B: Total return +10% over the last 5 years, trailing total return 6.30% over the last 5 years

    Total mind blow!

    Thank you!


  2. #2

    Join Date
    Aug 2020
    Posts
    542

    It would probably be helpful to list the fund and the ETF

    shri and calmathetic9 like this.

  3. #3

    Join Date
    Sep 2019
    Posts
    4,912

    Just a guess, but could past 5 years be the complete calendar years, while trailing 5 years be the date 5 years ago till today (i.e. 14th April 2016)? That would use a similar principle to trailing twelve months earnings.

    Last edited by AsianXpat0; 13-04-2021 at 01:13 PM. Reason: Mind stick in 2020

  4. #4

    Join Date
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    Quote Originally Posted by seirin:
    It would probably be helpful to list the fund and the ETF
    Even better .. a screenshot of what you're looking at.