—
Close
-29.4%
From ATH
1.16
MVR
12.8%
Weighted CAGR
9.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -21.90 | 3.96 | -9.45 | -8.85 |
| 3 Years | -4.08 | 21.98 | 14.43 | 11.78 |
| 5 Years | 3.31 | 18.99 | 11.77 | 11.57 |
| 7 Years | 5.45 | 16.61 | 10.52 | 10.59 |
| 10 Years | 7.47 | 21.28 | 13.29 | 13.82 |
| 12 Years | 7.60 | 18.53 | 14.48 | 13.96 |
| 15 Years | 10.41 | 18.09 | 14.46 | 14.46 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -8.85%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | -14.57 | -12.27 | -13.35 | 4.17 |
| Jul 2025 | Jul 2026 | -11.30 | -11.34 | -11.27 | 3.52 |
| Jun 2025 | Jun 2026 | -11.82 | -11.47 | -11.60 | 3.11 |
| May 2025 | May 2026 | -10.82 | -9.41 | -10.06 | 3.67 |
| Apr 2025 | Apr 2026 | -11.46 | -10.30 | -10.49 | 9.65 |
| Mar 2025 | Mar 2026 | -9.49 | -6.04 | -7.57 | 7.26 |
| Feb 2025 | Feb 2026 | -2.39 | -11.39 | -6.66 | 9.25 |
| Jan 2025 | Jan 2026 | -8.55 | -4.61 | -6.43 | 6.52 |
| Dec 2024 | Dec 2025 | -2.38 | -4.12 | -3.22 | 3.04 |
| Nov 2024 | Nov 2025 | -1.16 | -5.43 | -3.25 | 4.29 |
| Oct 2024 | Oct 2025 | -7.06 | -12.54 | -9.64 | 6.98 |
| Sept 2024 | Sept 2025 | -13.61 | -11.97 | -12.70 | 4.61 |