What is the 3-year rolling return of quant ESG Integration Strategy Fund?

Across 730 overlapping 3-year holding periods between 6 November 2020 and 16 October 2026, the Direct plan of quant ESG Integration Strategy Fund returned an average of 23.48% a year, with a median of 21.11%. The best 3-year stretch returned 38.13% a year and the worst returned 12.43%.

Has quant ESG Integration Strategy Fund ever lost money over 3 years?

No. Every one of the 730 3-year holding periods in this fund's history ended in profit. The weakest returned 12.43% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of quant ESG Integration Strategy 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, 3-year rolling returns averaged 23.48% a year on the Direct plan against 21.50% on the Regular plan, a difference of 1.97% a year.

What is the 1-year rolling return of quant ESG Integration Strategy Fund?

Across 1,221 overlapping 1-year holding periods between 6 November 2020 and 16 October 2026, the Direct plan of quant ESG Integration Strategy Fund returned an average of 23.35% a year, with a median of 19.09%. The best 1-year stretch returned 91.52% a year and the worst returned -16.53%.

What is the 5-year rolling return of quant ESG Integration Strategy Fund?

quant ESG Integration Strategy Fund has 237 windows at the 5-year holding period, because its NAV record begins on 6 November 2020. 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.

quant Mutual Fund

quant ESG Integration Strategy Fund — rolling returns

ESG & Ethical · NAV data as of 16 October 2026

1,464 daily NAV records since 6 November 2020

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 — 730 separate three-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

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 6 November 2020 to 16 October 2026

Average rolling return

21.70%

Windows computed

237

Median return

21.21%

Standard deviation

2.96%

Best 5-year window

29.10%a year

Invested 17 Nov 2020 · exited 17 Nov 2025

Worst 5-year window

16.65%a year

Invested 8 Oct 2021 · exited 8 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (237 of 237)
Above 8%: 100.0% (237 of 237)
Above 12%: 100.0% (237 of 237)
Above 15%: 100.0% (237 of 237)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 49 of 237 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 quant ESG Integration Strategy Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	23.35%	23.48%	21.70%	—	—
Median	19.09%	21.11%	21.21%	—	—
Minimum	-16.53%	12.43%	16.65%	—	—
Maximum	91.52%	38.13%	29.10%	—	—
Std deviation	21.83%	7.30%	2.96%	—	—
Consistency
Above 0%	86.40%	100.00%	100.00%	—	—
Above 8%	74.61%	100.00%	100.00%	—	—
Above 12%	69.86%	100.00%	100.00%	—	—
Above 15%	64.21%	96.99%	100.00%	—	—
Coverage
Windows computed	1,221	730	237	—	—

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 1.89% a year more than Regular.

5-year rolling returns for quant ESG Integration Strategy Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	21.70%	19.80%
Best window	29.10%from 17 Nov 2020	27.11%from 17 Nov 2020
Worst window	16.65%from 8 Oct 2021	14.80%from 8 Oct 2021
Windows computed	237	237

Common questions about quant ESG Integration Strategy Fund

What is the 3-year rolling return of quant ESG Integration Strategy Fund?: Across 730 overlapping 3-year holding periods between 6 November 2020 and 16 October 2026, the Direct plan of quant ESG Integration Strategy Fund returned an average of 23.48% a year, with a median of 21.11%. The best 3-year stretch returned 38.13% a year and the worst returned 12.43%.
Has quant ESG Integration Strategy Fund ever lost money over 3 years?: No. Every one of the 730 3-year holding periods in this fund's history ended in profit. The weakest returned 12.43% a year, for someone who invested on 7 April 2022. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of quant ESG Integration Strategy 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, 3-year rolling returns averaged 23.48% a year on the Direct plan against 21.50% on the Regular plan, a difference of 1.97% a year.
What is the 1-year rolling return of quant ESG Integration Strategy Fund?: Across 1,221 overlapping 1-year holding periods between 6 November 2020 and 16 October 2026, the Direct plan of quant ESG Integration Strategy Fund returned an average of 23.35% a year, with a median of 19.09%. The best 1-year stretch returned 91.52% a year and the worst returned -16.53%.
What is the 5-year rolling return of quant ESG Integration Strategy Fund?: quant ESG Integration Strategy Fund has 237 windows at the 5-year holding period, because its NAV record begins on 6 November 2020. 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

Other ESG & Ethical funds

5-year rolling return (Direct)

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.