—
Close
-3.5%
From ATH
2.92
MVR
10.1%
Weighted CAGR
11.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.30 | 38.37 | 15.64 | 14.84 |
| 3 Years | 5.01 | 34.64 | 18.04 | 18.61 |
| 5 Years | -0.61 | 34.18 | 13.79 | 13.99 |
| 7 Years | -3.94 | 18.89 | 7.85 | 7.83 |
| 10 Years | -0.28 | 18.58 | 8.92 | 8.93 |
| 12 Years | -1.42 | 16.48 | 9.82 | 8.80 |
| 15 Years | 4.18 | 16.90 | 10.00 | 9.69 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 14.84%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 18.12 | 17.00 | 17.58 | 2.86 |
| Jun 2025 | Jun 2026 | 25.16 | 18.25 | 21.84 | 7.64 |
| May 2025 | May 2026 | 23.60 | 25.08 | 24.50 | 7.21 |
| Apr 2025 | Apr 2026 | 12.72 | 17.23 | 15.31 | 10.47 |
| Mar 2025 | Mar 2026 | 12.64 | 18.31 | 15.84 | 11.11 |
| Feb 2025 | Feb 2026 | 29.40 | 25.39 | 27.60 | 8.78 |
| Jan 2025 | Jan 2026 | 27.89 | 20.69 | 24.41 | 7.63 |
| Dec 2024 | Dec 2025 | 15.44 | 11.88 | 13.77 | 6.05 |
| Nov 2024 | Nov 2025 | 13.85 | 10.82 | 12.42 | 5.34 |
| Oct 2024 | Oct 2025 | 8.84 | 3.14 | 6.12 | 6.96 |
| Sept 2024 | Sept 2025 | 0.84 | 0.54 | 0.73 | 3.18 |
| Aug 2024 | Aug 2025 | -1.19 | -3.00 | -1.99 | 5.29 |