Rolling Returns

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Rolling Returns

Annualized returns for a given number of years. For example, if one holds a stock for 15 years, one refers to its returns in annualized terms as rolling returns.
References in periodicals archive ?
Although, I haven't seen that yet because we're rolling return on investment into more products, more lines and more expansion.
Heartland was recently named by American Banker Magazine as the 86th Best Community Bank in the Nation as measured by three-year rolling Return on Equity.
And since the realized 1-year average rolling return of Coconut Fixed Income Fund was 11.
1-year rolling returns shall be computed by taking the year-over-year percentage change in the Net Asset Value Per Share (NAVPS) of a mutual fund or portfolio during the last day of each month beginning January 2010 until December 31, 2010, the study's evaluation date, for a total of 12 monthly rolling returns.
For example, if the rolling returns of a mutual fund are being investigated over a 1-year evaluation horizon, then the risk-free rate that will be applied to calculate the portfolio's excess returns will be the fixing yield on a Philippine T-Bill exactly a year prior to the returns computation date.
1% return in January and a 12-month rolling return of 14.
Specifically, on a rolling return basis from January 1990 through March 2000, the average mutual fund's mean three-year return was 10.
For example, three-year rolling returns from December 1975 through June 2017 show that more than 60% of actively managed blend funds beat their index counterparts when average annual market returns were 5.
3) Emphasize 5-year rolling returns instead of the DOL mandated (and often misleading) 1-, 5- and 10-year snapshot- in-time performance figures.
One positive, though, is that it has been able to consistently beat its benchmark, the BSE 100 index, in terms of three-year rolling returns since April 2012.
Total return for the last three, five, seven and 10 years; -- 1992-2002 total-return performance compared with the S&P 500, the Lehman Bond Index, or the iMoneyNet Money Market Average; -- Size, objective, and management philosophy; -- Latest annual and monthly performance for 2002; -- Rolling returns for three and five years on all funds; -- Descriptions of fund managers and their track records.
Also, NASDAQ symbols and 12-month rolling returns for the Scudder Funds were added to the Personal Page.