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The Short Answer

Get Rolling When Assessing Fund Performance

Rolling-returns data provide a more comprehensive view of a fund's track record than other measures can.

Mentioned:

Question: I often hear Morningstar analysts refer to a fund's rolling average performance during various time periods. Where can I find this data on Morningstar.com?

Answer: The charting tool featured on individual fund pages on Morningstar.com allows users to see how a fund has performed during various time periods in terms of the growth of a $10,000 investment, price appreciation, or rolling returns. But before we explore the last of these measures, let's first explain what we mean by "rolling returns" and how they differ from more widely used return metrics.

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Adam Zoll does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.