Rolling Returns Calculator

Mirae Asset Mutual Fund

Mirae Asset Healthcare Fund — rolling returns

Pharma & Healthcare · NAV data as of

2,041 daily NAV records since 3 July 2018

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 — 814 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 3 July 2018 to 16 October 2026

Average rolling return

22.98%

Windows computed

814

Median return

23.15%

Standard deviation

5.43%

Best 5-year window

34.26%a year

Invested 9 Oct 2019 · exited 9 Oct 2024

Worst 5-year window

14.67%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (814 of 814)
Above 8%
100.0% (814 of 814)
Above 12%
100.0% (814 of 814)
Above 15%
99.0% (806 of 814)

Each point is one 5-year holding period, plotted against the date it began. Showing 164 of 814 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 Healthcare Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average24.82%23.72%22.98%23.48%—
Median18.99%23.04%23.15%22.82%—
Minimum-11.12%14.26%14.67%21.11%—
Maximum93.05%35.78%34.26%26.47%—
Std deviation24.38%5.50%5.43%1.58%—
Consistency
Above 0%81.98%100.00%100.00%100.00%—
Above 8%69.69%100.00%100.00%100.00%—
Above 12%65.57%100.00%100.00%100.00%—
Above 15%60.73%98.39%99.02%100.00%—
Coverage
Windows computed1,7981,307814318—

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 1.87% a year more than Regular.

5-year rolling returns for Mirae Asset Healthcare Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average22.98%21.11%
Best window34.26%from 9 Oct 201932.20%from 9 Oct 2019
Worst window14.67%from 14 Oct 202112.99%from 14 Oct 2021
Windows computed814814

Common questions about Mirae Asset Healthcare Fund

What is the 5-year rolling return of Mirae Asset Healthcare Fund?
Across 814 overlapping 5-year holding periods between 3 July 2018 and 16 October 2026, the Direct plan of Mirae Asset Healthcare Fund returned an average of 22.98% a year, with a median of 23.15%. The best 5-year stretch returned 34.26% a year and the worst returned 14.67%.
Has Mirae Asset Healthcare Fund ever lost money over 5 years?
No. Every one of the 814 5-year holding periods in this fund's history ended in profit. The weakest returned 14.67% 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 Healthcare 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 22.98% a year on the Direct plan against 21.11% on the Regular plan, a difference of 1.87% a year.
What is the 1-year rolling return of Mirae Asset Healthcare Fund?
Across 1,798 overlapping 1-year holding periods between 3 July 2018 and 16 October 2026, the Direct plan of Mirae Asset Healthcare Fund returned an average of 24.82% a year, with a median of 18.99%. The best 1-year stretch returned 93.05% a year and the worst returned -11.12%.
What is the 3-year rolling return of Mirae Asset Healthcare Fund?
Across 1,307 overlapping 3-year holding periods between 3 July 2018 and 16 October 2026, the Direct plan of Mirae Asset Healthcare Fund returned an average of 23.72% a year, with a median of 23.04%. The best 3-year stretch returned 35.78% a year and the worst returned 14.26%.
What is the 7-year rolling return of Mirae Asset Healthcare Fund?
Across 318 overlapping 7-year holding periods between 3 July 2018 and 16 October 2026, the Direct plan of Mirae Asset Healthcare Fund returned an average of 23.48% a year, with a median of 22.82%. The best 7-year stretch returned 26.47% a year and the worst returned 21.11%.

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.