—
Close
-13.5%
From ATH
1.03
MVR
9.7%
Weighted CAGR
12.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -20.27 | 37.51 | 4.70 | 5.67 |
| 3 Years | 23.15 | 58.43 | 37.00 | 38.74 |
| 5 Years | -3.08 | 40.63 | 20.14 | 16.89 |
| 7 Years | -7.63 | 21.53 | 6.01 | 6.34 |
| 10 Years | -6.51 | 15.59 | 4.62 | 5.20 |
| 12 Years | 0.12 | 12.90 | 6.22 | 6.56 |
| 15 Years | 6.42 | 12.90 | 8.35 | 8.76 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.67%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 3.61 | 1.68 | 2.69 | 3.72 |
| 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 |
| Oct 2024 | Oct 2025 | 1.20 | -8.63 | -3.59 | 8.05 |
| Sept 2024 | Sept 2025 | -10.00 | -11.37 | -10.55 | 5.64 |
| Aug 2024 | Aug 2025 | -14.35 | -16.22 | -15.21 | 4.26 |