—
Close
-10.3%
From ATH
2.17
MVR
11.7%
Weighted CAGR
10.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -11.62 | 19.08 | -0.14 | 0.27 |
| 3 Years | 2.24 | 26.28 | 13.54 | 13.18 |
| 5 Years | 3.73 | 22.83 | 9.13 | 10.47 |
| 7 Years | 3.70 | 13.14 | 8.59 | 8.59 |
| 10 Years | 6.17 | 21.56 | 11.16 | 11.45 |
| 12 Years | 7.57 | 19.11 | 12.59 | 12.56 |
| 15 Years | 10.47 | 18.33 | 12.71 | 13.39 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 0.27%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 3.44 | -0.25 | 1.66 | 4.74 |
| Jul 2025 | Jul 2026 | -6.58 | -0.03 | -3.22 | 6.05 |
| Jun 2025 | Jun 2026 | -5.58 | -5.45 | -5.48 | 3.14 |
| May 2025 | May 2026 | -2.46 | -2.79 | -2.55 | 4.42 |
| Apr 2025 | Apr 2026 | 6.24 | 0.32 | 3.60 | 10.00 |
| Mar 2025 | Mar 2026 | -0.93 | 3.21 | 1.27 | 6.34 |
| Feb 2025 | Feb 2026 | 7.47 | 4.34 | 6.26 | 10.26 |
| Jan 2025 | Jan 2026 | 2.67 | 5.26 | 4.09 | 6.10 |
| Dec 2024 | Dec 2025 | 4.71 | 3.00 | 3.89 | 3.15 |
| Nov 2024 | Nov 2025 | 3.11 | 2.78 | 3.02 | 4.44 |
| Oct 2024 | Oct 2025 | -0.82 | -3.72 | -2.10 | 6.75 |
| Sept 2024 | Sept 2025 | -8.18 | -6.41 | -7.25 | 3.69 |