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 by historic rolling return performance during your selected time period and displayed in a "periodic table" below. Some call this a "jellybean chart" or "investment quilt".

You can interact with this chart by selecting the securities you would like to view and change the rolling return period from 1-20 years. You can display annualized (CAGR) or absolute return based on your selected rolling return time period. You can also compare performance with dividends reinvested or not.