—
Close
-14.2%
From ATH
1.36
MVR
10.3%
Weighted CAGR
9.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -19.40 | 17.17 | -5.67 | -5.13 |
| 3 Years | 3.32 | 24.10 | 14.41 | 14.44 |
| 5 Years | 1.43 | 32.60 | 14.91 | 15.03 |
| 7 Years | 2.07 | 17.43 | 11.32 | 11.13 |
| 10 Years | -0.47 | 16.78 | 10.23 | 9.40 |
| 12 Years | 1.31 | 16.13 | 9.61 | 9.56 |
| 15 Years | 5.18 | 15.20 | 9.80 | 9.69 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -5.13%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -8.85 | -7.86 | -8.18 | 6.53 |
| Sept 2025 | Sept 2026 | -7.76 | -4.42 | -5.92 | 6.90 |
| Aug 2025 | Aug 2026 | -0.72 | -3.60 | -2.09 | 4.49 |
| Jul 2025 | Jul 2026 | -13.09 | -6.53 | -9.67 | 6.97 |
| Jun 2025 | Jun 2026 | -13.48 | -13.18 | -13.21 | 5.15 |
| May 2025 | May 2026 | -8.34 | -10.16 | -9.12 | 5.64 |
| Apr 2025 | Apr 2026 | -0.70 | -4.87 | -2.38 | 10.55 |
| Mar 2025 | Mar 2026 | -7.38 | -8.11 | -7.58 | 6.32 |
| Feb 2025 | Feb 2026 | -2.47 | 1.21 | 0.04 | 13.55 |
| Jan 2025 | Jan 2026 | 1.24 | -3.82 | -1.09 | 7.80 |
| Dec 2024 | Dec 2025 | -1.04 | -4.22 | -2.58 | 4.30 |
| Nov 2024 | Nov 2025 | 1.25 | -1.05 | 0.21 | 5.62 |