Quant charts explained: Period Returns

Period Returns provide returns of products, benchmarks or a portfolio over a specified period.

What does the chart show?

The chart displays the total returns for selected products, benchmarks or a portfolio over a range of specified periods.

The standard periods typically used are 3 months, 6 months, 1 year, 3 and 5 years. For periods longer than a year, total returns are annualised.

When to use the chart

The chart can be used to compare the total returns of products, benchmarks or a portfolio over the specified periods

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