—
Close
-33.1%
From ATH
0.71
MVR
9.3%
Weighted CAGR
10.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -26.60 | 10.20 | -13.39 | -11.53 |
| 3 Years | 12.36 | 55.97 | 37.33 | 36.37 |
| 5 Years | 1.81 | 45.51 | 21.79 | 20.96 |
| 7 Years | -2.92 | 24.08 | 12.34 | 12.41 |
| 10 Years | -7.80 | 21.83 | 6.32 | 5.91 |
| 12 Years | -10.04 | 19.74 | 3.30 | 5.51 |
| 15 Years | -3.78 | 14.62 | 6.46 | 5.16 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -11.53%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -10.47 | -14.40 | -12.35 | 4.99 |
| Jun 2025 | Jun 2026 | -16.62 | -13.35 | -14.84 | 5.96 |
| May 2025 | May 2026 | -1.87 | -9.97 | -5.58 | 10.31 |
| Apr 2025 | Apr 2026 | -7.03 | -2.28 | -4.25 | 10.51 |
| Mar 2025 | Mar 2026 | -9.51 | -8.81 | -8.77 | 9.78 |
| Feb 2025 | Feb 2026 | 4.51 | -9.01 | -2.00 | 11.21 |
| Jan 2025 | Jan 2026 | -11.59 | -15.08 | -12.83 | 11.01 |
| Dec 2024 | Dec 2025 | -17.52 | -18.58 | -17.95 | 4.85 |
| Nov 2024 | Nov 2025 | -8.22 | -11.23 | -9.61 | 5.71 |
| Oct 2024 | Oct 2025 | -4.38 | -16.19 | -10.21 | 7.95 |
| Sept 2024 | Sept 2025 | -18.19 | -18.39 | -18.22 | 3.85 |
| Aug 2024 | Aug 2025 | -20.26 | -23.39 | -21.75 | 4.21 |