## Returns

Alpha refers to the % outperformance by funds over and above the performance of their benchmark. It is a measure of outperformance and thus higher alpha re...
Mon, 24 Jan, 2022 at 1:00 PM
Absolute return 3M represents the absolute growth in the funds NAV over a horizon of 3 months. As the name suggests, it is an absolute figure and is not ann...
Mon, 24 Jan, 2022 at 1:00 PM
Absolute return 6M represents the absolute growth in the funds NAV over a horizon of 6 months. As the name suggests, it is an absolute figure and is not ann...
Mon, 24 Jan, 2022 at 1:00 PM
Absolute return 1Y represents the absolute growth in the funds NAV over a horizon of 12 months. For a return metric spanning over 12 months, the absolute fi...
Mon, 24 Jan, 2022 at 1:00 PM
Rolling returns, also known as "rolling period returns" or "rolling time periods," are annualised average returns for a period, ending w...
Mon, 24 Jan, 2022 at 1:00 PM
Compounded annual growth rate 3Y is an annualized return metric over a horizon of 3 years. Formula = {(Ending NAV / Beginning NAV)^(1/3)} - 1 CAGR i...
Mon, 24 Jan, 2022 at 1:00 PM
Compounded annual growth rate 5Y is an annualized return metric over a horizon of 5 years. Formula = {(Ending NAV / Beginning NAV)^(1/5)} - 1 CAGR i...
Mon, 24 Jan, 2022 at 1:00 PM
Compounded annual growth rate 10Y is an annualised return metric over a horizon of 10 years. Formula = {(Ending NAV / Beginning NAV)^(1/10)} - 1 CAG...
Mon, 24 Jan, 2022 at 1:00 PM