—
Close
-3.8%
From ATH
3.11
MVR
16.7%
Weighted CAGR
16.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -12.97 | 27.88 | 7.23 | 6.43 |
| 3 Years | 3.83 | 35.84 | 16.25 | 17.97 |
| 5 Years | 11.71 | 39.32 | 24.34 | 23.82 |
| 7 Years | 3.92 | 24.54 | 19.16 | 18.20 |
| 10 Years | 3.66 | 21.73 | 16.66 | 15.20 |
| 12 Years | 5.00 | 23.31 | 16.02 | 15.54 |
| 15 Years | 11.60 | 23.32 | 15.62 | 15.98 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.43%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 11.51 | 9.14 | 10.37 | 3.91 |
| Jul 2025 | Jul 2026 | 6.62 | 4.41 | 5.58 | 4.43 |
| Jun 2025 | Jun 2026 | 5.32 | 4.30 | 4.90 | 5.09 |
| May 2025 | May 2026 | 9.81 | 8.65 | 9.37 | 6.41 |
| Apr 2025 | Apr 2026 | 10.12 | 10.62 | 10.97 | 13.34 |
| Mar 2025 | Mar 2026 | 8.11 | 7.85 | 8.25 | 8.83 |
| Feb 2025 | Feb 2026 | 16.55 | 11.81 | 14.46 | 9.66 |
| Jan 2025 | Jan 2026 | 10.79 | 10.01 | 10.60 | 7.64 |
| Dec 2024 | Dec 2025 | 8.07 | 4.87 | 6.55 | 5.12 |
| Nov 2024 | Nov 2025 | 8.20 | 2.76 | 5.56 | 5.78 |
| Oct 2024 | Oct 2025 | -0.30 | -4.61 | -2.31 | 6.61 |
| Sept 2024 | Sept 2025 | -7.96 | -6.53 | -7.16 | 4.86 |