—
Close
-1.8%
From ATH
9.61
MVR
14.6%
Weighted CAGR
14.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -6.05 | 36.91 | 13.71 | 15.00 |
| 3 Years | 7.67 | 30.40 | 17.79 | 18.06 |
| 5 Years | 3.62 | 28.46 | 13.46 | 13.21 |
| 7 Years | 7.70 | 22.23 | 13.27 | 13.83 |
| 10 Years | 7.60 | 23.62 | 15.00 | 15.05 |
| 12 Years | 6.09 | 21.91 | 15.14 | 14.90 |
| 15 Years | 7.63 | 19.84 | 14.34 | 14.26 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 15.00%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 8.02 | 4.79 | 6.47 | 4.84 |
| Jun 2025 | Jun 2026 | 0.67 | 3.10 | 2.04 | 6.74 |
| May 2025 | May 2026 | 15.58 | 10.80 | 13.36 | 7.71 |
| Apr 2025 | Apr 2026 | 10.35 | 11.27 | 11.56 | 15.03 |
| Mar 2025 | Mar 2026 | 12.61 | 16.42 | 15.00 | 12.33 |
| Feb 2025 | Feb 2026 | 22.49 | 24.14 | 23.57 | 9.23 |
| Jan 2025 | Jan 2026 | 26.95 | 23.43 | 25.43 | 9.29 |
| Dec 2024 | Dec 2025 | 24.21 | 20.68 | 22.55 | 6.35 |
| Nov 2024 | Nov 2025 | 25.41 | 23.75 | 24.68 | 5.78 |
| Oct 2024 | Oct 2025 | 14.46 | 12.96 | 13.91 | 7.80 |
| Sept 2024 | Sept 2025 | 5.20 | 7.54 | 6.46 | 5.25 |
| Aug 2024 | Aug 2025 | 16.98 | 12.62 | 15.01 | 8.38 |