—
Close
-5.0%
From ATH
2.71
MVR
12.8%
Weighted CAGR
12.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.30 | 21.17 | 3.55 | 3.71 |
| 3 Years | 5.34 | 31.48 | 15.27 | 16.38 |
| 5 Years | 9.78 | 33.07 | 18.30 | 18.11 |
| 7 Years | 3.09 | 19.57 | 14.90 | 14.40 |
| 10 Years | 1.95 | 18.54 | 13.70 | 11.94 |
| 12 Years | 1.71 | 18.69 | 12.04 | 11.70 |
| 15 Years | 6.99 | 18.96 | 11.43 | 11.75 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.71%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 5.15 | 2.52 | 3.88 | 3.77 |
| Jun 2025 | Jun 2026 | 0.28 | 1.63 | 1.02 | 4.33 |
| May 2025 | May 2026 | 5.49 | 5.06 | 5.37 | 5.27 |
| Apr 2025 | Apr 2026 | 4.03 | 8.79 | 6.82 | 11.16 |
| Mar 2025 | Mar 2026 | 1.77 | 7.10 | 4.68 | 8.85 |
| Feb 2025 | Feb 2026 | 13.26 | 10.49 | 12.05 | 7.39 |
| Jan 2025 | Jan 2026 | 8.71 | 8.90 | 8.93 | 5.94 |
| Dec 2024 | Dec 2025 | 8.01 | 3.82 | 5.96 | 4.13 |
| Nov 2024 | Nov 2025 | 9.01 | 4.06 | 6.57 | 4.15 |
| Oct 2024 | Oct 2025 | 2.00 | -3.09 | -0.42 | 6.46 |
| Sept 2024 | Sept 2025 | -5.44 | -6.27 | -5.80 | 3.73 |
| Aug 2024 | Aug 2025 | -3.47 | -5.76 | -4.56 | 3.83 |