—
Close
-1.8%
From ATH
3.53
MVR
30.7%
Weighted CAGR
28.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -2.81 | 50.62 | 16.36 | 19.19 |
| 3 Years | 23.54 | 45.41 | 34.50 | 34.52 |
| 5 Years | 27.96 | 33.18 | 30.27 | 30.64 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 19.19%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 10.25 | 8.85 | 9.59 | 3.61 |
| Jun 2025 | Jun 2026 | 10.17 | 10.59 | 10.55 | 7.11 |
| May 2025 | May 2026 | 13.29 | 14.81 | 14.13 | 5.11 |
| Apr 2025 | Apr 2026 | 6.69 | 9.54 | 8.33 | 8.00 |
| Mar 2025 | Mar 2026 | 13.32 | 13.88 | 13.94 | 10.06 |
| Feb 2025 | Feb 2026 | 16.30 | 16.41 | 16.80 | 11.72 |
| Jan 2025 | Jan 2026 | 10.86 | 7.86 | 9.73 | 10.63 |
| Dec 2024 | Dec 2025 | 11.57 | 13.16 | 12.45 | 5.15 |
| Nov 2024 | Nov 2025 | 24.58 | 26.08 | 25.40 | 4.84 |
| Oct 2024 | Oct 2025 | 32.88 | 34.74 | 34.01 | 8.59 |
| Sept 2024 | Sept 2025 | 34.26 | 30.88 | 32.67 | 6.41 |
| Aug 2024 | Aug 2025 | 42.95 | 42.06 | 42.62 | 6.46 |