—
Close
-1.4%
From ATH
2.49
MVR
12.3%
Weighted CAGR
13.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -6.79 | 25.76 | 5.46 | 6.42 |
| 3 Years | 9.30 | 39.47 | 20.57 | 22.05 |
| 5 Years | 4.72 | 37.03 | 16.76 | 18.14 |
| 7 Years | 2.92 | 19.99 | 12.32 | 12.61 |
| 10 Years | -0.77 | 19.45 | 11.87 | 10.78 |
| 12 Years | -0.49 | 19.42 | 10.46 | 10.89 |
| 15 Years | 4.48 | 17.74 | 10.68 | 10.79 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.42%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 4.56 | 3.93 | 4.29 | 3.58 |
| Jun 2025 | Jun 2026 | 1.89 | 3.60 | 2.91 | 6.65 |
| May 2025 | May 2026 | 7.81 | 3.44 | 5.76 | 6.63 |
| Apr 2025 | Apr 2026 | 4.05 | 5.67 | 5.16 | 9.21 |
| Mar 2025 | Mar 2026 | 5.24 | 6.90 | 6.37 | 9.22 |
| Feb 2025 | Feb 2026 | 16.91 | 16.26 | 16.75 | 7.23 |
| Jan 2025 | Jan 2026 | 10.57 | 10.01 | 10.61 | 9.65 |
| Dec 2024 | Dec 2025 | 8.53 | 9.00 | 8.87 | 5.48 |
| Nov 2024 | Nov 2025 | 17.19 | 10.60 | 13.97 | 6.08 |
| Oct 2024 | Oct 2025 | 9.90 | 0.80 | 5.49 | 8.09 |
| Sept 2024 | Sept 2025 | -2.95 | -0.06 | -1.48 | 3.31 |
| Aug 2024 | Aug 2025 | -1.23 | -2.28 | -1.69 | 4.24 |