Why Rolling Returns are a Better Measure than Trailing Returns?

What are Rolling Returns? Rolling Returns of Mutual Funds explained By Yadnya
   • What are Rolling Returns? Rolling Ret...  

In this video, we delve into the concept of rolling returns and explain why they are crucial for evaluating investment performance. Whether you're new to investing or a seasoned professional, understanding rolling returns can provide a more accurate and consistent measure of how your investments are performing over time.

We'll discuss how rolling returns differ from traditional annual returns and why they offer a more comprehensive view of your portfolio's growth. Learn how rolling returns can help you make better investment decisions, smooth out fluctuations, and identify trends that might otherwise go unnoticed.

Join us as we break down this essential investing concept and provide practical examples to help you apply rolling returns analysis in your own investment journey

00:00 Start
00:34 T20 Cricket example
02:35 What is the problem with Point to Point Returns?
04:47 What are rolling returns?
06:51 Difference between point-to-point and rolling return
08:33 Example – Trailing Returns
09:57 Example – Rolling Returns

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Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
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