—
Close
-6.3%
From ATH
2.63
MVR
14.1%
Weighted CAGR
15.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -13.20 | 40.82 | 13.62 | 13.77 |
| 3 Years | 18.52 | 40.53 | 27.27 | 27.67 |
| 5 Years | -1.77 | 38.01 | 17.34 | 14.74 |
| 7 Years | -0.54 | 22.25 | 8.38 | 9.19 |
| 10 Years | 3.23 | 26.22 | 12.45 | 13.42 |
| 12 Years | 6.82 | 21.58 | 13.23 | 13.45 |
| 15 Years | 9.70 | 22.13 | 13.67 | 14.34 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 13.77%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 13.22 | 13.32 | 13.30 | 3.26 |
| Jun 2025 | Jun 2026 | 11.35 | 12.90 | 12.22 | 5.45 |
| May 2025 | May 2026 | 14.09 | 13.90 | 14.20 | 7.87 |
| Apr 2025 | Apr 2026 | 21.97 | 18.43 | 20.80 | 14.03 |
| Mar 2025 | Mar 2026 | 17.51 | 26.52 | 22.47 | 13.28 |
| Feb 2025 | Feb 2026 | 26.73 | 21.05 | 24.38 | 13.23 |
| Jan 2025 | Jan 2026 | 19.85 | 20.71 | 20.61 | 10.37 |
| Dec 2024 | Dec 2025 | 20.12 | 17.68 | 18.98 | 5.36 |
| Nov 2024 | Nov 2025 | 16.00 | 14.80 | 15.51 | 5.90 |
| Oct 2024 | Oct 2025 | 13.33 | 0.93 | 7.30 | 10.06 |
| Sept 2024 | Sept 2025 | -0.76 | 0.11 | -0.08 | 8.10 |
| Aug 2024 | Aug 2025 | -4.44 | -4.99 | -4.51 | 7.27 |