—
Close
-6.4%
From ATH
2.55
MVR
9.6%
Weighted CAGR
11.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -13.23 | 37.20 | 11.47 | 11.06 |
| 3 Years | 5.58 | 31.37 | 19.05 | 19.10 |
| 5 Years | 5.35 | 32.92 | 15.16 | 15.91 |
| 7 Years | -1.94 | 18.44 | 11.62 | 10.90 |
| 10 Years | -3.82 | 17.13 | 8.25 | 7.83 |
| 12 Years | -2.34 | 14.12 | 7.04 | 7.44 |
| 15 Years | 2.77 | 12.80 | 7.75 | 7.86 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 11.06%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 11.36 | 10.02 | 10.72 | 3.06 |
| Jun 2025 | Jun 2026 | 14.92 | 15.14 | 15.14 | 5.73 |
| May 2025 | May 2026 | 22.08 | 19.43 | 20.88 | 6.51 |
| Apr 2025 | Apr 2026 | 18.12 | 20.22 | 19.76 | 13.80 |
| Mar 2025 | Mar 2026 | 20.34 | 15.24 | 18.15 | 11.09 |
| Feb 2025 | Feb 2026 | 22.85 | 23.61 | 23.43 | 8.07 |
| Jan 2025 | Jan 2026 | 21.48 | 18.34 | 20.09 | 7.96 |
| Dec 2024 | Dec 2025 | 11.12 | 8.07 | 9.76 | 7.23 |
| Nov 2024 | Nov 2025 | 11.58 | 4.50 | 8.18 | 7.51 |
| Oct 2024 | Oct 2025 | 3.18 | -3.36 | 0.10 | 8.10 |
| Sept 2024 | Sept 2025 | -6.03 | -7.46 | -6.63 | 5.52 |
| Aug 2024 | Aug 2025 | -5.14 | -8.69 | -6.85 | 4.60 |