—
Close
-0.7%
From ATH
2.38
MVR
8.8%
Weighted CAGR
8.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -18.15 | 33.57 | 3.62 | 3.31 |
| 3 Years | -0.20 | 21.05 | 11.72 | 11.32 |
| 5 Years | -1.49 | 20.25 | 8.62 | 8.64 |
| 7 Years | 3.27 | 13.12 | 8.75 | 8.67 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.31%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 12.73 | 10.38 | 11.67 | 6.02 |
| Jul 2025 | Jul 2026 | 10.45 | 9.45 | 10.00 | 3.99 |
| Jun 2025 | Jun 2026 | 7.34 | 9.96 | 8.82 | 7.19 |
| May 2025 | May 2026 | 13.52 | 7.79 | 10.87 | 8.63 |
| Apr 2025 | Apr 2026 | 10.10 | 12.50 | 12.23 | 16.74 |
| Mar 2025 | Mar 2026 | 5.74 | 2.04 | 4.12 | 8.35 |
| Feb 2025 | Feb 2026 | 9.40 | -1.17 | 4.40 | 10.83 |
| Jan 2025 | Jan 2026 | 2.73 | -9.81 | -3.01 | 13.79 |
| Dec 2024 | Dec 2025 | -11.12 | -9.33 | -10.15 | 4.12 |
| Nov 2024 | Nov 2025 | -1.69 | -2.74 | -2.10 | 5.43 |
| Oct 2024 | Oct 2025 | 1.96 | -5.55 | -1.71 | 6.46 |
| Sept 2024 | Sept 2025 | -5.95 | -5.00 | -5.39 | 4.63 |