2007-02-02 06:45:41 · 3 answers · asked by peter_007_peter 1 in Business & Finance ➔ Investing
Since Inception is the average annual performance of the fund since the fund was founded.
Some funds are 1 year old while others are 75 years old. It is important to know what types of markets (rising or falling) that the fund has performed through to determine the importance of the "since inception" statistic.
2007-02-02 07:49:53 · answer #1 · answered by MR MONEY 3 · 0⤊ 0⤋
Assuming today is Feb 2, 2006
YTD is 1/1 through Feb 1, 2006.
1 Year is 2/1/2005 through 2/1/2006.
Since inception is from day fund started through 2/1/2006.
2007-02-02 15:32:21 · answer #2 · answered by digdowndeepnseattle 6 · 1⤊ 0⤋
year to date is the % its made so far this year, since inception is the average % annually since the fund was started
2007-02-02 14:56:09 · answer #3 · answered by swenjj 4 · 3⤊ 0⤋