Mutual Funds calculator
Rolling Returns Calculator
Use this free Rolling Returns Calculator to work out rolling return from start NAV, end NAV, and rolling period years, with instant result cards and the exact formula shown below.
Results
Calculation summary
FormulaView calculation method
Rolling return
((End NAV / Start NAV) ^ (1 / Period years) - 1) x 100GuideHow to use this calculator
Step 1
Enter the mutual fund values from your broker, fund statement, exchange, or research source.Step 2
Click Calculate result to update the output cards, then review the formula section for how the result is derived.Tip
For more planning tools, return to the related calculator links or the main calculator category page.Continue from here
What this calculator helps with
The Rolling Returns Calculator estimates rolling return from start NAV, end NAV, and rolling period years. It is a focused mutual fund calculator you can use free with no signup, repeating the calculation with your own numbers whenever your inputs change.
How to read the results
After you press Calculate result, the summary cards show rolling return, NAV gain, point return, and period years. Read rolling return as the headline figure and use the supporting values for context, then change one input at a time to see how sensitive the result is.
Before relying on the numbers
This mutual fund calculator applies the formula ((End NAV / Start NAV) ^ (1 / Period years) - 1) x 100. Enter start NAV, end NAV, and rolling period years using consistent units and the same currency, include any applicable fees or taxes, and confirm important decisions against your broker, fund statement, exchange data, or a qualified professional.
FAQ
Frequently asked questions
What is the Rolling Returns Calculator used for?
The Rolling Returns Calculator is a free mutual funds calculator that works out rolling return from start nav, end nav, and rolling period years. Enter your own figures to get an instant result with the formula shown on the page.
What formula does the Rolling Returns Calculator use?
It calculates Rolling return = ((End NAV / Start NAV) ^ (1 / Period years) - 1) x 100. The tool reports rolling return, nav gain, point return, and period years.
Where do I get the numbers for the Rolling Returns Calculator?
Take start nav, end nav, and rolling period years from your fund statement or scheme factsheet. The Rolling Returns Calculator never fetches live market data, so the output depends only on the values you type in.
Are the Rolling Returns Calculator results financial advice?
No. The Rolling Returns Calculator is an educational tool. Treat rolling return as an estimate, re-check your inputs, and confirm important investment decisions with a qualified professional.
Can I use the Rolling Returns Calculator with any currency or market?
Yes. Keep start nav, end nav, and rolling period years in the same currency and consistent units, and the Rolling Returns Calculator applies the same calculation to any market.