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-8.7%
From ATH
2.77
MVR
13.1%
Weighted CAGR
12.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.76 | 18.76 | 2.55 | 2.96 |
| 3 Years | 9.63 | 23.67 | 17.47 | 17.31 |
| 5 Years | 6.97 | 24.64 | 13.89 | 14.29 |
| 7 Years | 6.83 | 17.05 | 12.29 | 12.34 |
| 10 Years | 8.40 | 18.51 | 12.90 | 13.03 |
| 12 Years | 7.39 | 17.25 | 13.20 | 13.04 |
| 15 Years | 9.32 | 17.51 | 13.12 | 13.08 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 2.96%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 2.09 | -0.34 | 0.93 | 3.91 |
| Jul 2025 | Jul 2026 | -0.21 | 2.02 | 0.94 | 3.40 |
| Jun 2025 | Jun 2026 | -2.43 | -1.95 | -2.10 | 4.76 |
| May 2025 | May 2026 | 1.03 | -0.31 | 0.43 | 4.56 |
| Apr 2025 | Apr 2026 | 1.36 | 0.77 | 1.46 | 10.31 |
| Mar 2025 | Mar 2026 | 2.20 | 5.26 | 3.93 | 7.69 |
| Feb 2025 | Feb 2026 | 9.86 | 4.49 | 7.44 | 9.29 |
| Jan 2025 | Jan 2026 | 5.21 | 5.08 | 5.37 | 7.87 |
| Dec 2024 | Dec 2025 | 7.33 | 7.03 | 7.22 | 3.57 |
| Nov 2024 | Nov 2025 | 10.52 | 7.91 | 9.26 | 3.82 |
| Oct 2024 | Oct 2025 | 5.27 | -1.21 | 2.20 | 7.75 |
| Sept 2024 | Sept 2025 | 0.39 | -3.64 | -1.53 | 5.42 |