—
Close
-20.7%
From ATH
1.13
MVR
9.9%
Weighted CAGR
12.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.96 | 37.51 | 5.63 | 7.71 |
| 3 Years | 14.00 | 58.43 | 35.79 | 37.17 |
| 5 Years | -3.08 | 40.63 | 21.91 | 18.09 |
| 7 Years | -7.63 | 21.53 | 6.97 | 7.00 |
| 10 Years | -6.51 | 15.59 | 4.79 | 5.38 |
| 12 Years | 0.12 | 12.90 | 7.03 | 6.62 |
| 15 Years | 6.42 | 12.90 | 8.32 | 8.71 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.71%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -7.54 | -6.75 | -7.11 | 3.20 |
| Sept 2025 | Sept 2026 | 0.68 | -0.96 | -0.05 | 5.01 |
| Aug 2025 | Aug 2026 | 3.74 | 2.62 | 3.23 | 3.74 |
| Jul 2025 | Jul 2026 | 1.79 | 1.68 | 1.81 | 4.34 |
| Jun 2025 | Jun 2026 | 3.68 | 5.51 | 4.67 | 4.69 |
| May 2025 | May 2026 | 16.41 | 13.96 | 15.39 | 8.10 |
| Apr 2025 | Apr 2026 | 23.21 | 18.82 | 21.50 | 12.81 |
| Mar 2025 | Mar 2026 | 29.07 | 16.01 | 22.84 | 12.38 |
| Feb 2025 | Feb 2026 | 22.30 | 15.37 | 19.31 | 12.96 |
| Jan 2025 | Jan 2026 | 11.93 | 9.01 | 10.75 | 9.31 |
| Dec 2024 | Dec 2025 | 2.26 | -3.85 | -0.66 | 6.97 |
| Nov 2024 | Nov 2025 | 2.85 | -1.36 | 0.85 | 5.74 |