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Rolling Return

Sorry, I know I have asked this before, and I think someone answered it but I forgot. Some website provides Rolling Returns for funds. I don't recall which. Unless I'm mistaken Chip/Charles were also looking into providing this metric on MFO.

Does anyone know where I can get Rolling Returns? I thought M* provided it but I can't find.

Comments

  • M* offers rolling returns. If you choose the Chart tab, you will see a pull down menu called Growth at the top left of the chart. From there you can switch to Rolling Returns .

  • Then choose the "rolling period." It defaults to something silly, like three months. You can set it to show a long series of five year periods and set the report to "max."

    You might want to play using FCNTX, which gives you lots of data to visualize.
  • Doh! Thanks guys.
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