The Short Answer

Rolling Returns: A Powerful Analytical Tool That Anyone Can Use

Karen Wallace, CFP®

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, CFP® does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.