—
Close
-18.3%
From ATH
1.23
MVR
6.3%
Weighted CAGR
5.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -15.12 | 9.90 | -4.75 | -4.13 |
| 3 Years | -0.84 | 18.56 | 6.42 | 6.75 |
| 5 Years | 1.36 | 20.14 | 9.29 | 9.32 |
| 7 Years | -1.62 | 11.40 | 7.39 | 7.14 |
| 10 Years | -1.37 | 11.11 | 6.31 | 5.90 |
| 12 Years | -0.71 | 11.14 | 6.10 | 6.02 |
| 15 Years | 3.10 | 10.63 | 5.92 | 6.19 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -4.13%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | -7.25 | -7.48 | -7.35 | 2.02 |
| Jul 2025 | Jul 2026 | -9.53 | -10.32 | -9.90 | 2.42 |
| Jun 2025 | Jun 2026 | -11.74 | -11.39 | -11.53 | 2.97 |
| May 2025 | May 2026 | -8.62 | -8.48 | -8.51 | 3.14 |
| Apr 2025 | Apr 2026 | -4.10 | -5.23 | -4.50 | 6.47 |
| Mar 2025 | Mar 2026 | -5.87 | -1.36 | -3.44 | 7.29 |
| Feb 2025 | Feb 2026 | 5.08 | 2.33 | 3.79 | 5.05 |
| Jan 2025 | Jan 2026 | 2.78 | 2.01 | 2.48 | 4.80 |
| Dec 2024 | Dec 2025 | 2.47 | -0.74 | 0.89 | 3.09 |
| Nov 2024 | Nov 2025 | 2.61 | -0.15 | 1.26 | 3.34 |
| Oct 2024 | Oct 2025 | -3.44 | -5.99 | -4.64 | 4.60 |
| Sept 2024 | Sept 2025 | -7.33 | -8.90 | -8.07 | 3.30 |