—
Close
-12.4%
From ATH
2.64
MVR
14.5%
Weighted CAGR
15.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.35 | 34.49 | 9.45 | 9.78 |
| 3 Years | 16.05 | 36.32 | 27.18 | 27.02 |
| 5 Years | 5.67 | 41.64 | 15.62 | 18.63 |
| 7 Years | -1.02 | 21.30 | 10.27 | 11.41 |
| 10 Years | 3.29 | 28.00 | 12.61 | 12.99 |
| 12 Years | 5.41 | 23.88 | 13.39 | 13.43 |
| 15 Years | 7.89 | 23.27 | 14.50 | 14.35 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 9.78%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -1.66 | 0.37 | -0.60 | 3.60 |
| Jun 2025 | Jun 2026 | -2.02 | -3.02 | -2.43 | 4.93 |
| May 2025 | May 2026 | 3.78 | 3.72 | 3.88 | 6.13 |
| Apr 2025 | Apr 2026 | 18.18 | 9.16 | 13.97 | 10.93 |
| Mar 2025 | Mar 2026 | 7.87 | 13.85 | 10.98 | 6.96 |
| Feb 2025 | Feb 2026 | 21.88 | 12.05 | 17.49 | 14.05 |
| Jan 2025 | Jan 2026 | 17.29 | 13.37 | 15.52 | 8.06 |
| Dec 2024 | Dec 2025 | 15.83 | 12.82 | 14.38 | 4.31 |
| Nov 2024 | Nov 2025 | 14.77 | 14.26 | 14.64 | 6.14 |
| Oct 2024 | Oct 2025 | 13.75 | 6.67 | 10.36 | 7.72 |
| Sept 2024 | Sept 2025 | 9.77 | 7.77 | 9.05 | 9.16 |
| Aug 2024 | Aug 2025 | 10.38 | 9.54 | 10.09 | 6.12 |