—
Close
-22.2%
From ATH
1.38
MVR
14.3%
Weighted CAGR
12.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -23.85 | 14.78 | -7.24 | -6.78 |
| 3 Years | 4.97 | 38.90 | 16.17 | 18.46 |
| 5 Years | 8.08 | 36.94 | 20.49 | 21.34 |
| 7 Years | 1.92 | 23.01 | 15.84 | 14.97 |
| 10 Years | 3.37 | 20.21 | 13.79 | 13.01 |
| 12 Years | 4.07 | 21.20 | 13.42 | 12.98 |
| 15 Years | 9.84 | 22.68 | 13.22 | 13.96 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -6.78%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 0.30 | -0.90 | -0.25 | 3.93 |
| Jul 2025 | Jul 2026 | -4.54 | -7.17 | -5.72 | 5.96 |
| Jun 2025 | Jun 2026 | -10.18 | -8.77 | -9.40 | 4.27 |
| May 2025 | May 2026 | -4.25 | -5.45 | -4.71 | 5.95 |
| Apr 2025 | Apr 2026 | -0.02 | 0.43 | 0.67 | 11.16 |
| Mar 2025 | Mar 2026 | -5.05 | -2.19 | -3.34 | 8.61 |
| Feb 2025 | Feb 2026 | 3.93 | -2.39 | 1.02 | 8.99 |
| Jan 2025 | Jan 2026 | -3.62 | -7.71 | -5.50 | 6.82 |
| Dec 2024 | Dec 2025 | -10.14 | -11.81 | -10.88 | 4.64 |
| Nov 2024 | Nov 2025 | -7.31 | -10.19 | -8.70 | 3.92 |
| Oct 2024 | Oct 2025 | -13.11 | -17.83 | -15.34 | 6.08 |
| Sept 2024 | Sept 2025 | -20.27 | -18.19 | -19.16 | 3.97 |