—
Close
-3.3%
From ATH
1.55
MVR
11.1%
Weighted CAGR
12.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -12.91 | 26.45 | 2.97 | 3.59 |
| 3 Years | 15.74 | 39.33 | 26.36 | 27.18 |
| 5 Years | 7.15 | 37.91 | 19.79 | 20.34 |
| 7 Years | 0.07 | 22.21 | 12.41 | 12.80 |
| 10 Years | -2.18 | 18.30 | 9.29 | 8.48 |
| 12 Years | -3.06 | 17.71 | 7.59 | 8.29 |
| 15 Years | 1.88 | 14.87 | 9.20 | 8.54 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.59%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 6.51 | 5.27 | 5.93 | 3.55 |
| 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 |
| Oct 2024 | Oct 2025 | 1.48 | -4.99 | -1.66 | 6.22 |
| Sept 2024 | Sept 2025 | -7.14 | -6.50 | -6.76 | 3.79 |
| Aug 2024 | Aug 2025 | -7.50 | -9.74 | -8.57 | 3.70 |