—
Close
-30.7%
From ATH
0.98
MVR
14.8%
Weighted CAGR
11.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -26.42 | 3.18 | -14.84 | -14.21 |
| 3 Years | -1.12 | 28.41 | 10.75 | 12.59 |
| 5 Years | 3.34 | 27.02 | 19.45 | 18.41 |
| 7 Years | 7.02 | 22.74 | 14.96 | 15.21 |
| 10 Years | 8.68 | 25.58 | 14.41 | 14.84 |
| 12 Years | 8.98 | 25.26 | 14.68 | 15.10 |
| 15 Years | 10.99 | 24.58 | 14.86 | 15.58 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -14.21%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -10.62 | -15.36 | -12.92 | 4.85 |
| Jun 2025 | Jun 2026 | -16.79 | -14.19 | -15.45 | 3.28 |
| May 2025 | May 2026 | -12.57 | -12.83 | -12.63 | 3.87 |
| Apr 2025 | Apr 2026 | -9.11 | -7.48 | -8.08 | 7.37 |
| Mar 2025 | Mar 2026 | -14.49 | -10.32 | -12.26 | 6.29 |
| Feb 2025 | Feb 2026 | -3.96 | -10.14 | -6.82 | 8.37 |
| Jan 2025 | Jan 2026 | -9.90 | -11.56 | -10.64 | 4.74 |
| Dec 2024 | Dec 2025 | -14.38 | -17.01 | -15.64 | 3.68 |
| Nov 2024 | Nov 2025 | -12.97 | -15.49 | -14.20 | 3.10 |
| Oct 2024 | Oct 2025 | -16.17 | -20.87 | -18.45 | 4.75 |
| Sept 2024 | Sept 2025 | -24.18 | -21.34 | -22.72 | 3.27 |
| Aug 2024 | Aug 2025 | -18.75 | -22.75 | -20.67 | 4.70 |