—
Close
-0.5%
From ATH
8.05
MVR
6.0%
Weighted CAGR
6.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | 6.29 | 8.69 | 7.50 | 7.41 |
| 3 Years | 4.81 | 7.96 | 6.81 | 6.67 |
| 5 Years | 4.15 | 6.66 | 5.03 | 5.14 |
| 7 Years | 4.55 | 6.89 | 5.42 | 5.45 |
| 10 Years | 5.46 | 6.69 | 5.72 | 5.88 |
| 12 Years | 5.84 | 6.21 | 6.06 | 6.05 |
| 15 Years | 6.20 | 6.45 | 6.35 | 6.34 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.41%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 7.17 | 7.34 | 7.26 | 0.45 |
| Jul 2025 | Jul 2026 | 7.19 | 7.37 | 7.28 | 0.53 |
| Jun 2025 | Jun 2026 | 6.88 | 7.01 | 6.95 | 0.54 |
| May 2025 | May 2026 | 7.02 | 7.01 | 7.01 | 0.44 |
| Apr 2025 | Apr 2026 | 7.32 | 7.11 | 7.21 | 0.55 |
| Mar 2025 | Mar 2026 | 7.58 | 7.29 | 7.44 | 0.55 |
| Feb 2025 | Feb 2026 | 7.49 | 7.52 | 7.51 | 0.40 |
| Jan 2025 | Jan 2026 | 7.57 | 7.55 | 7.56 | 0.73 |
| Dec 2024 | Dec 2025 | 7.50 | 7.53 | 7.52 | 0.54 |
| Nov 2024 | Nov 2025 | 7.68 | 7.58 | 7.63 | 0.47 |
| Oct 2024 | Oct 2025 | 8.10 | 7.82 | 7.96 | 0.61 |
| Sept 2024 | Sept 2025 | 7.53 | 7.62 | 7.58 | 0.38 |