—
Close
-5.5%
From ATH
6.15
MVR
14.0%
Weighted CAGR
13.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -12.85 | 25.63 | 9.89 | 8.44 |
| 3 Years | 3.94 | 26.71 | 12.13 | 12.84 |
| 5 Years | 6.69 | 25.94 | 12.61 | 13.69 |
| 7 Years | 6.62 | 22.52 | 13.99 | 14.01 |
| 10 Years | 7.29 | 24.68 | 14.31 | 14.38 |
| 12 Years | 7.26 | 23.24 | 14.34 | 14.44 |
| 15 Years | 9.39 | 19.94 | 13.68 | 14.07 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 8.44%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -0.85 | -0.53 | -0.67 | 2.58 |
| Jun 2025 | Jun 2026 | -6.13 | -1.17 | -3.54 | 6.02 |
| May 2025 | May 2026 | -2.13 | -0.50 | -1.24 | 4.65 |
| Apr 2025 | Apr 2026 | -0.73 | 0.24 | 0.21 | 11.05 |
| Mar 2025 | Mar 2026 | 2.60 | 9.54 | 6.52 | 12.00 |
| Feb 2025 | Feb 2026 | 15.67 | 20.11 | 17.99 | 6.16 |
| Jan 2025 | Jan 2026 | 19.59 | 16.61 | 18.21 | 6.09 |
| Dec 2024 | Dec 2025 | 15.84 | 12.57 | 14.26 | 4.62 |
| Nov 2024 | Nov 2025 | 16.57 | 15.08 | 15.90 | 4.72 |
| Oct 2024 | Oct 2025 | 12.41 | 12.86 | 12.75 | 5.93 |
| Sept 2024 | Sept 2025 | 8.70 | 6.04 | 7.46 | 5.37 |
| Aug 2024 | Aug 2025 | 13.52 | 13.16 | 13.41 | 4.75 |