Check Rolling Returns!
It helps to see the performance more clearly by averaging out ups and downs caused by economic events!
Here’s a simple example:
Imagine you’re checking the performance of a mutual fund for 5 years.
Instead of just looking at the total return for the last 5 years, you check multiple 5 year time periods within the last 15 years.
These 5 year time periods can be taken monthly, weekly or even daily!!
This will give you a better insight into the funds performance
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