—
Close
-15.1%
From ATH
1.86
MVR
15.6%
Weighted CAGR
13.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -17.94 | 17.39 | -2.71 | -2.73 |
| 3 Years | 9.53 | 25.82 | 17.38 | 17.51 |
| 5 Years | 7.63 | 24.21 | 14.47 | 14.44 |
| 7 Years | 9.98 | 19.15 | 14.16 | 14.69 |
| 10 Years | 12.07 | 23.40 | 16.54 | 16.51 |
| 12 Years | 10.53 | 21.05 | 16.38 | 16.44 |
| 15 Years | 11.13 | 21.45 | 15.54 | 15.89 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -2.73%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 0.43 | -0.93 | -0.23 | 2.71 |
| Jun 2025 | Jun 2026 | -4.78 | -2.52 | -3.59 | 4.04 |
| May 2025 | May 2026 | -0.44 | -1.54 | -0.94 | 3.84 |
| Apr 2025 | Apr 2026 | 0.87 | -1.05 | 0.24 | 9.41 |
| Mar 2025 | Mar 2026 | 1.58 | 6.33 | 4.20 | 8.67 |
| Feb 2025 | Feb 2026 | 8.44 | 5.04 | 6.97 | 8.43 |
| Jan 2025 | Jan 2026 | 2.58 | -0.82 | 1.02 | 6.40 |
| Dec 2024 | Dec 2025 | -1.35 | -4.21 | -2.76 | 3.09 |
| Nov 2024 | Nov 2025 | -0.86 | -5.29 | -3.03 | 4.23 |
| Oct 2024 | Oct 2025 | -8.18 | -12.25 | -10.09 | 5.99 |
| Sept 2024 | Sept 2025 | -12.76 | -14.32 | -13.48 | 3.74 |
| Aug 2024 | Aug 2025 | -10.38 | -11.88 | -11.09 | 3.37 |