Rolling return is the annualized average return for the selected period beginning at a given start date and advancing one day sequentially till the last available date. This method provides a more accurate and in-depth picture of a portfolio's performance as return is calculated every day for the period under observation rather than being dependant on any specific time frame.
Return Statistics (%) | Return Distribution (% of times) | |||||||
---|---|---|---|---|---|---|---|---|
Fund Name | Average | Maximum | Minimum | Less than 0% | 0 - 10% | 10 - 20% | 20 - 30% | More than 30% |