—
Close
-4.9%
From ATH
7.35
MVR
13.0%
Weighted CAGR
12.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.95 | 28.47 | 8.29 | 8.73 |
| 3 Years | 4.88 | 31.42 | 12.84 | 13.41 |
| 5 Years | 5.62 | 26.76 | 11.42 | 12.49 |
| 7 Years | 3.53 | 20.98 | 12.09 | 12.12 |
| 10 Years | 5.10 | 24.85 | 13.29 | 13.35 |
| 12 Years | 5.52 | 22.13 | 13.23 | 13.40 |
| 15 Years | 9.03 | 19.53 | 12.80 | 13.13 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 8.73%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 1.80 | 1.68 | 1.77 | 3.01 |
| Jun 2025 | Jun 2026 | -3.85 | 1.89 | -0.87 | 6.33 |
| May 2025 | May 2026 | -1.31 | 0.82 | -0.17 | 4.52 |
| Apr 2025 | Apr 2026 | 1.62 | 2.42 | 2.49 | 11.38 |
| Mar 2025 | Mar 2026 | 5.04 | 15.58 | 10.75 | 12.96 |
| Feb 2025 | Feb 2026 | 20.18 | 21.96 | 21.18 | 5.91 |
| Jan 2025 | Jan 2026 | 21.48 | 16.96 | 19.31 | 5.94 |
| Dec 2024 | Dec 2025 | 16.03 | 11.55 | 13.83 | 4.42 |
| Nov 2024 | Nov 2025 | 14.80 | 13.53 | 14.25 | 4.92 |
| Oct 2024 | Oct 2025 | 8.74 | 10.04 | 9.50 | 5.81 |
| Sept 2024 | Sept 2025 | 6.34 | 2.51 | 4.51 | 5.34 |
| Aug 2024 | Aug 2025 | 7.96 | 8.25 | 8.16 | 3.99 |