—
Close
-2.9%
From ATH
2.83
MVR
11.0%
Weighted CAGR
11.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -9.53 | 24.10 | 4.49 | 4.72 |
| 3 Years | 7.02 | 31.59 | 15.51 | 16.19 |
| 5 Years | 7.83 | 28.43 | 15.00 | 15.74 |
| 7 Years | 2.60 | 17.64 | 13.20 | 12.67 |
| 10 Years | 0.60 | 16.63 | 11.04 | 10.02 |
| 12 Years | 0.38 | 16.25 | 9.61 | 9.77 |
| 15 Years | 4.16 | 15.71 | 9.74 | 9.78 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.72%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 4.60 | 4.68 | 4.67 | 2.65 |
| 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 |
| Oct 2024 | Oct 2025 | 1.39 | -1.33 | 0.15 | 5.78 |
| Sept 2024 | Sept 2025 | -3.47 | -4.45 | -3.88 | 4.70 |
| Aug 2024 | Aug 2025 | -1.43 | -3.52 | -2.42 | 3.99 |