—
Close
-14.5%
From ATH
2.35
MVR
13.0%
Weighted CAGR
11.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -15.77 | 31.52 | 4.04 | 5.67 |
| 3 Years | 4.77 | 23.68 | 13.92 | 13.92 |
| 5 Years | 5.64 | 25.35 | 13.48 | 13.91 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.67%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -8.58 | -9.90 | -9.19 | 3.56 |
| Jun 2025 | Jun 2026 | -11.39 | -8.68 | -9.95 | 4.96 |
| May 2025 | May 2026 | 2.02 | -4.53 | -1.15 | 6.47 |
| Apr 2025 | Apr 2026 | 4.52 | 3.57 | 4.38 | 9.73 |
| Mar 2025 | Mar 2026 | 10.83 | 15.80 | 13.72 | 11.48 |
| Feb 2025 | Feb 2026 | 23.26 | 22.26 | 22.91 | 6.93 |
| Jan 2025 | Jan 2026 | 17.71 | 18.09 | 18.04 | 6.68 |
| Dec 2024 | Dec 2025 | 17.63 | 14.07 | 15.88 | 3.77 |
| Nov 2024 | Nov 2025 | 14.25 | 9.81 | 12.11 | 5.54 |
| Oct 2024 | Oct 2025 | 3.56 | 0.71 | 2.20 | 4.44 |
| Sept 2024 | Sept 2025 | -1.92 | -4.23 | -3.05 | 3.01 |
| Aug 2024 | Aug 2025 | 3.06 | 0.92 | 2.10 | 5.58 |