—
Close
-32.0%
From ATH
0.79
MVR
13.4%
Weighted CAGR
9.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -34.97 | 8.43 | -15.95 | -16.32 |
| 3 Years | -6.72 | 23.40 | 7.40 | 7.24 |
| 5 Years | -3.57 | 32.61 | 19.12 | 17.76 |
| 7 Years | 5.77 | 22.87 | 15.09 | 15.24 |
| 10 Years | 5.06 | 23.17 | 13.45 | 13.50 |
| 12 Years | 7.69 | 24.13 | 13.54 | 13.88 |
| 15 Years | 9.23 | 21.76 | 13.62 | 14.03 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -16.32%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | -11.86 | -12.32 | -12.01 | 4.33 |
| Jul 2025 | Jul 2026 | -26.57 | -19.42 | -22.49 | 11.01 |
| Jun 2025 | Jun 2026 | -28.67 | -20.93 | -24.55 | 8.36 |
| May 2025 | May 2026 | -23.60 | -22.49 | -22.90 | 5.48 |
| Apr 2025 | Apr 2026 | -8.01 | -12.05 | -9.57 | 10.79 |
| Mar 2025 | Mar 2026 | -20.70 | -20.11 | -20.29 | 5.01 |
| Feb 2025 | Feb 2026 | -19.62 | -7.21 | -12.40 | 17.00 |
| Jan 2025 | Jan 2026 | -10.26 | -12.63 | -11.37 | 4.43 |
| Dec 2024 | Dec 2025 | -12.12 | -14.23 | -13.08 | 4.84 |
| Nov 2024 | Nov 2025 | -13.11 | -15.03 | -13.89 | 6.53 |
| Oct 2024 | Oct 2025 | -16.82 | -15.85 | -16.20 | 5.55 |
| Sept 2024 | Sept 2025 | -19.24 | -15.08 | -17.06 | 5.21 |