—
Close
-1.6%
From ATH
3.08
MVR
12.9%
Weighted CAGR
12.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.30 | 21.17 | 5.21 | 5.09 |
| 3 Years | 5.34 | 31.48 | 14.72 | 15.97 |
| 5 Years | 9.77 | 33.07 | 18.25 | 18.00 |
| 7 Years | 3.09 | 19.57 | 14.95 | 14.49 |
| 10 Years | 1.95 | 18.54 | 13.80 | 11.99 |
| 12 Years | 1.71 | 18.69 | 12.09 | 11.71 |
| 15 Years | 6.99 | 18.96 | 11.45 | 11.77 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.09%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 10.94 | 10.13 | 10.56 | 2.91 |
| Jul 2025 | Jul 2026 | 5.15 | 5.28 | 5.30 | 4.80 |
| 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 |