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-4.7%
From ATH
2.90
MVR
11.7%
Weighted CAGR
11.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.53 | 20.91 | 2.67 | 3.34 |
| 3 Years | 7.68 | 24.47 | 15.13 | 15.15 |
| 5 Years | 8.22 | 27.63 | 14.29 | 14.58 |
| 7 Years | 3.76 | 16.01 | 12.45 | 12.27 |
| 10 Years | 3.56 | 16.94 | 11.79 | 11.17 |
| 12 Years | 3.31 | 16.54 | 11.18 | 11.13 |
| 15 Years | 6.56 | 16.42 | 11.02 | 11.06 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.34%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 3.33 | 2.07 | 2.72 | 2.48 |
| Jul 2025 | Jul 2026 | -0.63 | -1.12 | -0.84 | 3.02 |
| Jun 2025 | Jun 2026 | -2.68 | -2.11 | -2.34 | 3.88 |
| May 2025 | May 2026 | 2.05 | 0.81 | 1.50 | 4.61 |
| Apr 2025 | Apr 2026 | 3.81 | 3.19 | 3.89 | 10.48 |
| Mar 2025 | Mar 2026 | 3.84 | 6.32 | 5.37 | 9.13 |
| Feb 2025 | Feb 2026 | 12.84 | 10.33 | 11.76 | 7.40 |
| Jan 2025 | Jan 2026 | 9.53 | 7.25 | 8.53 | 6.52 |
| Dec 2024 | Dec 2025 | 6.96 | 4.13 | 5.59 | 3.89 |
| Nov 2024 | Nov 2025 | 8.17 | 5.63 | 6.96 | 4.21 |
| Oct 2024 | Oct 2025 | 1.82 | -0.93 | 0.56 | 5.82 |
| Sept 2024 | Sept 2025 | -3.04 | -4.19 | -3.56 | 4.02 |