—
Close
-12.1%
From ATH
4.27
MVR
14.2%
Weighted CAGR
13.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -12.48 | 28.73 | 3.70 | 6.31 |
| 3 Years | 7.66 | 26.34 | 15.16 | 15.33 |
| 5 Years | 6.16 | 28.04 | 12.77 | 13.74 |
| 7 Years | 6.62 | 21.92 | 13.89 | 13.83 |
| 10 Years | 6.91 | 24.40 | 14.48 | 14.51 |
| 12 Years | 7.09 | 22.75 | 14.47 | 14.54 |
| 15 Years | 9.13 | 20.40 | 13.98 | 14.29 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.31%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -6.65 | -8.85 | -7.69 | 4.06 |
| Sept 2025 | Sept 2026 | -4.23 | -1.74 | -2.90 | 5.06 |
| Aug 2025 | Aug 2026 | 2.85 | 1.78 | 2.38 | 4.00 |
| Jul 2025 | Jul 2026 | -1.11 | 0.37 | -0.32 | 3.64 |
| Jun 2025 | Jun 2026 | -4.92 | -0.83 | -2.76 | 5.92 |
| May 2025 | May 2026 | 0.57 | 1.25 | 1.01 | 5.21 |
| Apr 2025 | Apr 2026 | 2.12 | 2.86 | 2.97 | 11.48 |
| Mar 2025 | Mar 2026 | 5.30 | 11.07 | 8.64 | 11.96 |
| Feb 2025 | Feb 2026 | 18.50 | 21.50 | 20.12 | 6.41 |
| Jan 2025 | Jan 2026 | 21.75 | 19.31 | 20.66 | 6.56 |
| Dec 2024 | Dec 2025 | 18.29 | 14.35 | 16.38 | 4.98 |
| Nov 2024 | Nov 2025 | 17.76 | 16.48 | 17.20 | 5.07 |