What is a Rolling Return?

Rolling returns measure a fund's annualised performance over consecutive, overlapping windows — for example, every 1-year period starting each month across 2015–2019. Unlike point-to-point returns, they reveal how consistently a scheme delivered returns across different market cycles, exposing periods of outperformance and underperformance that a single trailing return hides. Select up to 10 schemes, a rolling period (1–10 years) and a frequency, then click Show to chart the consistency of each scheme.