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Mutual Fund Back Testing

SIP + lump-sum · multi-fund · rebalancing
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Portfolio

Type ≥3 letters of a fund name and pick from the list to pull live NAV. Funds without a picked scheme use simulated data (grey dot).
Invested
Final value
XIRR
Max drawdown

Portfolio value vs. invested

Configure a portfolio and run a backtest.
Past performance does not indicate future results. Backtests use historical NAV and are subject to survivorship bias — funds that merged or closed are absent from the data, which can overstate category outcomes. Figures exclude exit loads and taxes unless stated. For analysis and discussion, not investment advice.
GC Wealth
GC Wealth
Wealth Organisation & Family Office Advisory
Portfolio Backtest Report
Portfolio value vs. invested
Drawdown
Asset allocation
By asset class
By sub-category
Commentary
GC Wealth