—
Close
-10.3%
From ATH
1.75
MVR
11.3%
Weighted CAGR
13.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.30 | 26.45 | 5.26 | 5.75 |
| 3 Years | 14.28 | 38.14 | 25.09 | 25.82 |
| 5 Years | 7.15 | 37.91 | 19.87 | 20.58 |
| 7 Years | 0.07 | 22.90 | 12.69 | 13.35 |
| 10 Years | -2.18 | 18.30 | 9.84 | 8.73 |
| 12 Years | -3.06 | 17.71 | 7.69 | 8.42 |
| 15 Years | 1.88 | 14.87 | 9.54 | 8.69 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.75%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -2.61 | -1.85 | -2.19 | 3.30 |
| Sept 2025 | Sept 2026 | 2.37 | 3.02 | 2.78 | 4.73 |
| Aug 2025 | Aug 2026 | 9.08 | 8.36 | 8.75 | 2.89 |
| Jul 2025 | Jul 2026 | 5.65 | 5.27 | 5.51 | 3.85 |
| Jun 2025 | Jun 2026 | 3.17 | 6.24 | 4.80 | 5.57 |
| May 2025 | May 2026 | 11.24 | 8.80 | 10.20 | 7.30 |
| Apr 2025 | Apr 2026 | 2.59 | 11.68 | 7.62 | 12.89 |
| Mar 2025 | Mar 2026 | 9.45 | 8.21 | 9.17 | 10.01 |
| Feb 2025 | Feb 2026 | 15.17 | 12.84 | 14.31 | 9.72 |
| Jan 2025 | Jan 2026 | 5.97 | 3.97 | 5.28 | 9.44 |
| Dec 2024 | Dec 2025 | -0.62 | -1.88 | -1.15 | 5.13 |
| Nov 2024 | Nov 2025 | 6.30 | 1.36 | 3.90 | 5.34 |