—
Close
-7.7%
From ATH
2.73
MVR
13.7%
Weighted CAGR
12.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.13 | 16.55 | 1.93 | 2.23 |
| 3 Years | 6.09 | 24.51 | 13.71 | 14.00 |
| 5 Years | 8.44 | 27.01 | 15.46 | 15.65 |
| 7 Years | 5.96 | 17.93 | 14.13 | 13.92 |
| 10 Years | 6.47 | 19.76 | 13.78 | 13.59 |
| 12 Years | 6.97 | 19.27 | 13.93 | 13.76 |
| 15 Years | 10.48 | 18.35 | 13.48 | 13.83 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 2.23%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -3.77 | -4.67 | -4.20 | 2.21 |
| Jun 2025 | Jun 2026 | -6.18 | -6.02 | -6.05 | 3.37 |
| May 2025 | May 2026 | -2.86 | -2.93 | -2.85 | 3.34 |
| Apr 2025 | Apr 2026 | 1.86 | 0.59 | 1.41 | 7.15 |
| Mar 2025 | Mar 2026 | 0.58 | 4.42 | 2.69 | 7.62 |
| Feb 2025 | Feb 2026 | 11.25 | 9.02 | 10.22 | 5.18 |
| Jan 2025 | Jan 2026 | 9.32 | 8.66 | 9.07 | 4.74 |
| Dec 2024 | Dec 2025 | 9.04 | 5.67 | 7.38 | 3.19 |
| Nov 2024 | Nov 2025 | 9.21 | 6.88 | 8.08 | 3.48 |
| Oct 2024 | Oct 2025 | 2.69 | 0.91 | 1.88 | 4.84 |
| Sept 2024 | Sept 2025 | -0.77 | -2.79 | -1.73 | 3.75 |
| Aug 2024 | Aug 2025 | 1.99 | -0.42 | 0.82 | 3.56 |