—
Close
0.0%
From ATH
3.25
MVR
12.2%
Weighted CAGR
12.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -9.38 | 20.16 | 6.67 | 6.65 |
| 3 Years | 8.27 | 26.98 | 18.83 | 18.48 |
| 5 Years | 5.38 | 28.59 | 13.32 | 14.24 |
| 7 Years | 0.74 | 20.67 | 8.66 | 9.44 |
| 10 Years | 5.56 | 17.78 | 10.77 | 11.16 |
| 12 Years | 7.73 | 17.76 | 11.71 | 11.95 |
| 15 Years | 10.20 | 17.80 | 12.55 | 12.92 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.65%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 15.80 | 13.96 | 14.94 | 4.28 |
| Jul 2025 | Jul 2026 | 11.52 | 11.91 | 11.78 | 4.47 |
| Jun 2025 | Jun 2026 | 8.72 | 12.18 | 10.55 | 5.95 |
| May 2025 | May 2026 | 11.11 | 12.11 | 11.72 | 5.88 |
| Apr 2025 | Apr 2026 | 7.73 | 5.38 | 6.91 | 10.18 |
| Mar 2025 | Mar 2026 | 11.69 | 6.62 | 9.38 | 8.66 |
| Feb 2025 | Feb 2026 | 7.12 | 6.11 | 6.97 | 10.15 |
| Jan 2025 | Jan 2026 | 2.97 | 0.24 | 1.93 | 9.58 |
| Dec 2024 | Dec 2025 | 2.14 | 0.46 | 1.37 | 4.39 |
| Nov 2024 | Nov 2025 | 6.72 | 2.17 | 4.51 | 4.86 |
| Oct 2024 | Oct 2025 | 0.48 | 0.42 | 0.55 | 5.25 |
| Sept 2024 | Sept 2025 | -1.56 | -0.06 | -0.76 | 3.92 |