Portfolio Toolbox
market indicator

Rolling Returns

Diversification is used to reduce risk because there is no way to predict which security will outperform the market over long time periods. This interactive tool visualizes historic rolling return periods from 1-20 years for asset classes, sectors, individual stocks, mutual funds or ETFs. These returns are ranked and displayed in a "periodic table" below. Some call this a "jellybean chart" or "investment quilt".