—
Close
-0.8%
From ATH
1.01
MVR
5.0%
Weighted CAGR
8.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -19.72 | 37.61 | 10.07 | 7.89 |
| 3 Years | 10.02 | 41.63 | 23.34 | 23.97 |
| 5 Years | -3.70 | 38.00 | 14.66 | 13.40 |
| 7 Years | -9.62 | 18.98 | 6.08 | 5.51 |
| 10 Years | -12.08 | 13.41 | 2.45 | 2.30 |
| 12 Years | -10.31 | 12.37 | 1.03 | 1.95 |
| 15 Years | -3.88 | 10.77 | 2.17 | 2.31 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.89%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 16.70 | 15.25 | 16.08 | 5.81 |
| Jun 2025 | Jun 2026 | 12.38 | 12.79 | 12.74 | 6.89 |
| May 2025 | May 2026 | 22.44 | 15.60 | 19.34 | 10.79 |
| Apr 2025 | Apr 2026 | 10.07 | 16.62 | 14.39 | 18.33 |
| Mar 2025 | Mar 2026 | 13.13 | 10.06 | 12.12 | 12.72 |
| Feb 2025 | Feb 2026 | 20.02 | 13.72 | 17.34 | 12.72 |
| Jan 2025 | Jan 2026 | 14.41 | 11.81 | 13.58 | 11.99 |
| Dec 2024 | Dec 2025 | 5.67 | 3.31 | 4.68 | 7.54 |
| Nov 2024 | Nov 2025 | 10.94 | 4.72 | 7.99 | 7.58 |
| Oct 2024 | Oct 2025 | 3.76 | -4.14 | 0.07 | 9.56 |
| Sept 2024 | Sept 2025 | -12.94 | -7.14 | -9.94 | 6.03 |
| Aug 2024 | Aug 2025 | -13.37 | -14.38 | -13.77 | 4.97 |