Rolling Returns Solver
Analyze fund performance across multiple overlapping periods to eliminate start-date bias and visualize consistency.
Quick Summary: Rolling Returns Solver
Rolling returns measure the average annualized return of an investment over multiple overlapping windows (e.g., every possible 3-year period). This is the best way to evaluate a fund manager's consistency, as it eliminates the 'luck' of a specific start date and shows how the fund performed across bull, bear, and sideways market cycles.
How to use the Rolling Returns Solver
- 1
Choose Rolling Window
Select the analysis period, such as 3-year, 5-year, or 10-year rolling CAGRs.
- 2
Input Performance Data
Enter the historical NAV or year-by-year returns for the fund or benchmark.
- 3
Review Return Distribution
Analyze the maximum, minimum, and median returns experienced across all windows.
- 4
Evaluate Consistency
Check the percentage of times the fund delivered returns above your target threshold.
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Regulatory Disclaimer
Last verified May 2026
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.