—
Close
-9.7%
From ATH
1.17
MVR
5.3%
Weighted CAGR
9.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -6.72 | 37.61 | 13.54 | 14.26 |
| 3 Years | 10.02 | 37.72 | 21.70 | 22.31 |
| 5 Years | -3.70 | 38.00 | 16.00 | 13.95 |
| 7 Years | -9.62 | 21.48 | 6.63 | 6.27 |
| 10 Years | -12.08 | 13.41 | 2.92 | 2.56 |
| 12 Years | -10.31 | 12.37 | 1.23 | 2.11 |
| 15 Years | -3.88 | 10.77 | 2.34 | 2.51 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 14.26%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 9.05 | 5.63 | 7.41 | 5.00 |
| Sept 2025 | Sept 2026 | 19.69 | 15.99 | 18.08 | 9.00 |
| Aug 2025 | Aug 2026 | 29.29 | 25.41 | 27.42 | 5.36 |
| 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 |