Rolling Returns Calculator

Mirae Asset Mutual Fund

Mirae Asset Focused Fund — rolling returns

Focused · NAV data as of

1,831 daily NAV records since 15 May 2019

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 604 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 15 May 2019 to 16 October 2026

Average rolling return

15.67%

Windows computed

604

Median return

17.70%

Standard deviation

5.51%

Best 5-year window

27.31%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

4.64%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (604 of 604)
Above 8%
86.9% (525 of 604)
Above 12%
69.5% (420 of 604)
Above 15%
64.4% (389 of 604)

Each point is one 5-year holding period, plotted against the date it began. Showing 122 of 604 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Mirae Asset Focused Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average17.05%14.90%15.67%14.18%—
Median11.71%13.06%17.70%14.02%—
Minimum-15.18%5.50%4.64%12.75%—
Maximum114.88%35.00%27.31%15.61%—
Std deviation22.22%5.91%5.51%0.74%—
Consistency
Above 0%78.53%100.00%100.00%100.00%—
Above 8%59.51%90.43%86.92%100.00%—
Above 12%49.43%63.72%69.54%100.00%—
Above 15%43.32%40.38%64.40%21.30%—
Coverage
Windows computed1,5881,097604108—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.48% a year more than Regular.

5-year rolling returns for Mirae Asset Focused Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average15.67%14.19%
Best window27.31%from 23 Mar 202025.64%from 23 Mar 2020
Worst window4.64%from 14 Oct 20213.39%from 14 Oct 2021
Windows computed604604

Common questions about Mirae Asset Focused Fund

What is the 5-year rolling return of Mirae Asset Focused Fund?
Across 604 overlapping 5-year holding periods between 15 May 2019 and 16 October 2026, the Direct plan of Mirae Asset Focused Fund returned an average of 15.67% a year, with a median of 17.70%. The best 5-year stretch returned 27.31% a year and the worst returned 4.64%.
Has Mirae Asset Focused Fund ever lost money over 5 years?
No. Every one of the 604 5-year holding periods in this fund's history ended in profit. The weakest returned 4.64% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mirae Asset Focused Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 15.67% a year on the Direct plan against 14.19% on the Regular plan, a difference of 1.48% a year.
What is the 1-year rolling return of Mirae Asset Focused Fund?
Across 1,588 overlapping 1-year holding periods between 15 May 2019 and 16 October 2026, the Direct plan of Mirae Asset Focused Fund returned an average of 17.05% a year, with a median of 11.71%. The best 1-year stretch returned 114.88% a year and the worst returned -15.18%.
What is the 3-year rolling return of Mirae Asset Focused Fund?
Across 1,097 overlapping 3-year holding periods between 15 May 2019 and 16 October 2026, the Direct plan of Mirae Asset Focused Fund returned an average of 14.90% a year, with a median of 13.06%. The best 3-year stretch returned 35.00% a year and the worst returned 5.50%.
What is the 7-year rolling return of Mirae Asset Focused Fund?
Mirae Asset Focused Fund has 108 windows at the 7-year holding period, because its NAV record begins on 15 May 2019. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.