THE WEALTH COMPANY LIQUID FUND — Rolling Returns & Performance Analysis
THE WEALTH COMPANY LIQUID FUND (Direct Plan) is a Liquid Fund from THE WEALTH Mutual Fund — a fund that invests in very short-term instruments for parking cash. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 153883).
Most sites show THE WEALTH COMPANY LIQUID FUND's return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests THE WEALTH COMPANY LIQUID FUND across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge a liquid fund.
THE WEALTH COMPANY LIQUID FUND rolling returns explained
Each point on the chart is THE WEALTH COMPANY LIQUID FUND's annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of THE WEALTH COMPANY LIQUID FUND?
Rolling returns for THE WEALTH COMPANY LIQUID FUND measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is THE WEALTH COMPANY LIQUID FUND a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean THE WEALTH COMPANY LIQUID FUND delivered more reliably regardless of when you invested.
What is the 5-year return of THE WEALTH COMPANY LIQUID FUND?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns THE WEALTH COMPANY LIQUID FUND has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is THE WEALTH COMPANY LIQUID FUND's performance calculated?
Returns are computed from THE WEALTH COMPANY LIQUID FUND's official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.