—
Close
-5.1%
From ATH
2.03
MVR
20.3%
Weighted CAGR
17.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -16.15 | 15.88 | -1.13 | -0.11 |
| 3 Years | 1.14 | 33.99 | 9.94 | 12.09 |
| 5 Years | 6.74 | 35.21 | 23.32 | 23.07 |
| 7 Years | 14.68 | 30.83 | 22.54 | 22.89 |
| 10 Years | 13.26 | 29.09 | 20.84 | 21.23 |
| 12 Years | 11.40 | 29.41 | 21.64 | 20.75 |
| 15 Years | 15.71 | 26.72 | 19.73 | 20.14 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -0.11%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -5.54 | -4.10 | -4.79 | 3.10 |
| Jun 2025 | Jun 2026 | -5.78 | -5.58 | -5.61 | 4.19 |
| May 2025 | May 2026 | -1.66 | -1.88 | -1.71 | 3.97 |
| Apr 2025 | Apr 2026 | -6.04 | -3.42 | -4.35 | 10.02 |
| Mar 2025 | Mar 2026 | -1.50 | -1.48 | -1.21 | 8.58 |
| Feb 2025 | Feb 2026 | 6.04 | 3.95 | 5.25 | 8.52 |
| Jan 2025 | Jan 2026 | 3.29 | 5.44 | 4.54 | 7.15 |
| Dec 2024 | Dec 2025 | 2.60 | 0.49 | 1.65 | 5.57 |
| Nov 2024 | Nov 2025 | 5.20 | -0.11 | 2.63 | 5.71 |
| Oct 2024 | Oct 2025 | 3.18 | -4.94 | -0.83 | 5.90 |
| Sept 2024 | Sept 2025 | -3.03 | -1.23 | -2.08 | 3.98 |
| Aug 2024 | Aug 2025 | 4.78 | 5.48 | 5.21 | 4.57 |