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Rolling Returns

A more robust view of consistency than a single point-to-point period.

Rolling returns calculate returns over repeated overlapping periods, such as every one-year or three-year window. They can show how frequently a strategy delivered certain outcomes rather than relying on one start and end date.

Use comparable periods, consistent data and an appropriate benchmark. Rolling returns still describe history; they do not predict the future.

Educational content only. It is not a personalised investment recommendation, tax advice or a guarantee of future returns. Verify current scheme documents, tax rules and regulations before consequential decisions.