https://blogs.nvtrends.com/tags/portfolio-tracking/Recent content in Portfolio Tracking on NV TrendsHugoen-usThu, 10 Sep 2026 05:39:48 +0000https://blogs.nvtrends.com/posts/2026/track-mutual-fund-performance/Wed, 18 Feb 2026 14:45:00 +0000https://blogs.nvtrends.com/posts/2026/track-mutual-fund-performance/<p>To track your mutual fund performance effectively, evaluate your fund&rsquo;s annualized returns—CAGR for lumpsum or XIRR for Systematic Investment Plans (SIPs)—against its designated Total Return Index (TRI) benchmark and category peers over rolling 3- to 5-year periods using consolidated account statements (CAS) or dedicated portfolio analytics platforms.</p>