Can the Lumpsum Calculator provide historical performance data for mutual funds?

The Lumpsum Calculator is designed to calculate the future value of a lump sum investment based on assumed returns and time horizon. It does not have access to or display historical returns of specific mutual funds.

To view the past performance of a mutual fund, you would need to refer to the factsheets and performance reports published by the Asset Management Company for that fund. These documents provide details on the fund's historical returns over different time periods, like 1 year, 3 years, 5 years, etc.

Some things to keep in mind when evaluating historical mutual fund performance:

• Past performance does not guarantee future returns.
• Performance of less than 1 year is not indicative of long-term returns.
• Compare performance to the fund's benchmark and category average.
• Analyse performance across market cycles - rising, falling and volatile.
• Assess returns generated against the fund's investment objectives.
• Focus on long-term performance of 5 years or more.