Rolling Returns: A Powerful Analytical Tool That Anyone Can Use
Rolling period returns can provide a fuller view of a fund's performance than you can get by looking at a single-period trailing return.
Q: Should I be looking at or calculating rolling returns? It sounds complicated, and I wonder if it's worth the extra work.
A: Rolling period returns can provide a more in-depth view into a fund's performance history than you can get by looking at a single-period trailing return. In a way it's like comparing a panoramic photo of a forest to a snapshot of a small group of trees.
Karen Wallace does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.