Understand before you act
Rolling-return Comparison, explained
Compare many historical investment windows instead of relying on a single start date. See the worst, median and best observed annualized returns.
How Index Screener uses it
1-, 3-, 5- and 10-year historical windows
For each month’s last observed close, find a start close on or before its calendar anniversary within seven days. CAGR = (end / start)^(365.2425 / elapsed days) − 1. Comparisons use identical available start and end dates.
What it helps you assess
Study how results varied across market conditions and holding periods.
What it cannot tell you
Monthly windows overlap and are not independent trials or future probabilities. The latest month may be incomplete. Long data gaps are excluded. Returns use the stored index series; price-index series exclude dividends. These are not fund or SIP returns.
Before an entry or exit
These are learning examples to build your own checklist. They are not tested trading rules or personalized recommendations.
Look for confirmation
Compare periods that fit the goal and look at losses as well as median returns. A stronger past result does not establish the best investment today.
Follow your risk plan
Review progress toward the goal and allocation. Historical return ranks alone are not a reason to rotate investments frequently.
Keep learning
Further reading
References explain the indicators. Site rules and the example checklists above are described by Index Screener.