Mastering Rolling Returns in Mutual Funds: Your Essential Guide for 2024

Summary

Rolling returns deliver a comprehensive analysis of investment performance by comparing net asset values over time. The method calculates historical returns, identifies performance ranges, and derives averages to guide investment strategies for mutual and equity funds.

Key Takeaways

Rolling returns offer a comprehensive view by comparing NAVs over time.
They provide a detailed time series analysis including range and average returns.
This method is crucial for assessing performance and risk in mutual and equity funds.
Longer rolling data periods yield more reliable investment insights.