Question 1

Why are rolling returns better than point-to-point returns?

Accepted Answer

Rolling returns assess the performance of a fund across various coinciding periods rather than considering a single start and end date. This helps in removing the time bias, captures ups and downs of the market and offers a more trustworthy and reliable consistency measure as compared to point-to-point returns.

Question 2

How can rolling returns help in mutual fund selection?

Accepted Answer

With the help of rolling returns, users can understand how a mutual fund has performed through the various market periods. This allows for comparing multiple funds based on their stability, downside risk and their long-term reliability. With such an evaluation, one can easily select a mutual fund that offers sustainable performance instead of short-term gains.

Question 3

Can I calculate 1-year, 3-year, and 5-year rolling returns?

Accepted Answer

Yes, rolling returns allow calculations for any time horizon. From 1-year, 3-year, to 5-year, and even for longer periods, calculations are possible for a better evaluation of schemes.

Question 4

Do rolling returns consider market volatility?

Accepted Answer

Yes, rolling returns take into account the market volatility as they measure the performance of a fund across escalating, dropping and sideways markets. This analysis over multiple time frames displays the way in which the fund behaves during various conditions, showcasing consistency and downside protection.

Question 5

Is rolling return analysis suitable for long-term investors?

Accepted Answer

The rolling return analysis is particularly helpful for long-term investors, given that it assesses the performance across multiple market cycles and extended periods. This allows to recognise funds with steady growth prospects, making it perfect for long-term investments.

Question 6

How accurate is the Rolling Returns Calculator?

Accepted Answer

The accuracy of the rolling returns calculator is very high when based on reliable past NAV data. It takes into account standardised CAGR calculations across coinciding periods that ensure accurate results that investors and advisors can rely on for a clear comparison of mutual fund performance.

		RETURN STATS. (%)				RETURN DISTRIBUTION (% OF TIMES)
Scheme Name	Launch Date	Average	Median	Maximum	Minimum	Negative	(-10)-0%	0-8%	8-10%	10-15%	15-20%	> 20%	Consistency
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	2022-10-03	0	0	0	0	0	0	0	0	0	0	0	-
NIFTY 50	-	0	0	0	0	0	0	0	0	0	0	0	-

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