—
Close
-13.4%
From ATH
2.78
MVR
9.7%
Weighted CAGR
11.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.39 | 37.20 | 13.45 | 13.71 |
| 3 Years | 5.58 | 31.37 | 17.76 | 18.09 |
| 5 Years | 5.35 | 32.92 | 15.09 | 15.81 |
| 7 Years | -1.94 | 19.16 | 12.04 | 11.36 |
| 10 Years | -3.82 | 17.13 | 8.54 | 7.96 |
| 12 Years | -2.34 | 14.12 | 7.25 | 7.52 |
| 15 Years | 2.77 | 12.80 | 7.88 | 7.93 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 13.71%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -1.57 | -2.73 | -2.08 | 4.42 |
| Sept 2025 | Sept 2026 | 7.94 | 7.34 | 7.74 | 5.42 |
| Aug 2025 | Aug 2026 | 13.00 | 12.73 | 12.91 | 3.43 |
| Jul 2025 | Jul 2026 | 11.01 | 10.02 | 10.55 | 3.18 |
| 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 |