Rolling Returns Calculator

Services & Exports fund rolling returns

Every Services & Exports fund on the site, with what each would have returned from every possible start date rather than from one convenient one. Open any fund for the full calculator, the Direct and Regular comparison, and the distribution of its results.

2 funds · NAV data as of

All 2 Services & Exports funds

The figure beside each is its 5-year rolling average on the Direct plan. Funds are listed alphabetically, not ranked — they started at different times and so cover different market conditions.

Other categories