—
Close
-4.0%
From ATH
1.42
MVR
7.7%
Weighted CAGR
10.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.55 | 27.38 | 5.32 | 6.27 |
| 3 Years | 14.02 | 30.79 | 22.41 | 22.60 |
| 5 Years | 5.71 | 32.80 | 16.40 | 16.51 |
| 7 Years | -2.21 | 19.64 | 10.20 | 10.10 |
| 10 Years | -5.66 | 16.02 | 4.50 | 4.84 |
| 12 Years | -6.16 | 14.42 | 3.71 | 4.77 |
| 15 Years | -1.56 | 9.77 | 5.62 | 4.87 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.27%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 2.75 | 0.59 | 1.72 | 3.92 |
| Jun 2025 | Jun 2026 | 1.68 | 1.06 | 1.47 | 5.28 |
| May 2025 | May 2026 | 5.75 | 5.18 | 5.54 | 4.46 |
| Apr 2025 | Apr 2026 | 8.37 | 8.09 | 8.67 | 11.30 |
| Mar 2025 | Mar 2026 | 12.34 | 9.86 | 11.43 | 9.97 |
| Feb 2025 | Feb 2026 | 15.62 | 15.75 | 15.95 | 9.11 |
| Jan 2025 | Jan 2026 | 10.75 | 13.19 | 12.17 | 7.94 |
| Dec 2024 | Dec 2025 | 11.55 | 7.98 | 9.84 | 5.07 |
| Nov 2024 | Nov 2025 | 13.80 | 9.46 | 11.71 | 5.46 |
| Oct 2024 | Oct 2025 | 4.22 | 0.52 | 2.58 | 7.94 |
| Sept 2024 | Sept 2025 | -2.39 | -4.57 | -3.41 | 4.34 |
| Aug 2024 | Aug 2025 | -1.60 | -3.47 | -2.48 | 3.99 |