—
Close
-9.9%
From ATH
3.14
MVR
11.0%
Weighted CAGR
11.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.14 | 24.10 | 4.76 | 5.13 |
| 3 Years | 6.71 | 25.59 | 14.34 | 14.78 |
| 5 Years | 5.92 | 28.43 | 14.73 | 15.42 |
| 7 Years | 2.60 | 17.64 | 13.36 | 12.87 |
| 10 Years | 0.60 | 16.63 | 11.16 | 10.08 |
| 12 Years | 0.38 | 16.25 | 9.68 | 9.82 |
| 15 Years | 4.16 | 15.71 | 9.79 | 9.83 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.13%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -4.99 | -6.88 | -5.89 | 3.60 |
| Sept 2025 | Sept 2026 | -0.23 | 0.20 | 0.06 | 4.64 |
| Aug 2025 | Aug 2026 | 5.45 | 4.83 | 5.17 | 3.04 |
| Jul 2025 | Jul 2026 | 3.53 | 4.68 | 4.14 | 3.11 |
| Jun 2025 | Jun 2026 | 4.36 | 4.90 | 4.70 | 4.38 |
| May 2025 | May 2026 | 8.84 | 7.10 | 8.09 | 5.90 |
| Apr 2025 | Apr 2026 | 3.98 | 8.00 | 6.52 | 12.52 |
| Mar 2025 | Mar 2026 | 6.09 | 7.93 | 7.40 | 10.66 |
| Feb 2025 | Feb 2026 | 13.57 | 14.40 | 14.19 | 7.93 |
| Jan 2025 | Jan 2026 | 11.32 | 7.76 | 9.75 | 8.13 |
| Dec 2024 | Dec 2025 | 4.38 | 0.97 | 2.74 | 4.78 |
| Nov 2024 | Nov 2025 | 7.09 | 2.24 | 4.73 | 5.16 |