—
Close
-1.4%
From ATH
3.01
MVR
12.2%
Weighted CAGR
11.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -9.38 | 19.91 | 5.75 | 5.58 |
| 3 Years | 8.27 | 26.98 | 18.69 | 18.27 |
| 5 Years | 5.38 | 28.59 | 13.25 | 14.14 |
| 7 Years | 0.74 | 20.26 | 8.50 | 9.28 |
| 10 Years | 5.56 | 17.78 | 10.80 | 11.22 |
| 12 Years | 7.73 | 17.76 | 11.71 | 11.97 |
| 15 Years | 10.20 | 17.80 | 12.54 | 12.92 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.58%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 11.52 | 9.98 | 10.79 | 3.70 |
| 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 |
| Aug 2024 | Aug 2025 | 3.79 | 2.02 | 3.00 | 5.23 |