WebFind out how tsx:CIGI has performed compared to similar stocks. 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, …

NAV Total Return - Morningstar, Inc.

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 … WebFeb 8, 2024 · Rolling Returns vs. Trailing Returns. When comparing investments, you may also see trailing returns mentioned but they aren’t the same as rolling returns. Trailing returns represent returns generated over a given time period, e.g. one year, five years, 10 years, etc. For that reason, they’re often called point-to-point returns. hillcrest country club jobs

Fund Category Performance: Total Returns - Morningstar

WebPerformance > Trailing Return +/- Category > YTD Return +/- Category This data point indicates a fund’s degree of outperformance or underperformance relative to its peers … http://www.web.morningstar.com/InvGlossary/annual_returns.aspx 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. hillcrest cottages santa rosa beach