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Rolling Returns

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Financial Dictionary

Rolling Returns

The annualized average return for a period ending with the listed year. Rolling returns are useful for examining the behavior of returns for holding periods similar to those actually experienced by investors.

Also known as 'rolling period returns' or 'rolling time periods'.

Investopedia Commentary

For example, the five-year rolling return for 1995 covers Jan 1, 1991, through Dec 31, 1995. The five-year rolling return for 1996 is the average annual return for 1992 through 1996, etc.

Related Links

Charting Your Way To Better Returns
Don't Let Brokerage Fees Undermine Your Returns
Achieving Better Returns In Your Portfolio

See also: Abnormal Return, Expected Return, Return, Return on Investment - ROI, Risk-Adjusted Return

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