Quant charts explained: Historical Income Growth

The Historical Income Growth Chart shows the rolling total return, rolling growth return and rolling income return of a product, portfolio or benchmark.

What does the chart show?
This chart is similar to Rolling Returns, with the addition of rolling growth return and rolling income return. The sum of growth and income return is the total return, and this chart can be used to analyse change of total, growth and income return over time.

How to interpret the chart
Income orientated products will have higher income return split while growth orientated products will have higher growth return split.

When to use the chart

The chart can be used by investors with income return objective to assess suitability of a product based. Can also be used to analyse the trend of total return, growth return and income return change.

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