—
Close
-1.0%
From ATH
3.03
MVR
13.8%
Weighted CAGR
13.5%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.72 | 22.91 | 4.71 | 4.80 |
| 3 Years | 10.41 | 29.41 | 18.81 | 18.86 |
| 5 Years | 8.78 | 31.08 | 16.45 | 17.08 |
| 7 Years | 5.89 | 18.20 | 14.48 | 14.36 |
| 10 Years | 4.84 | 19.41 | 14.03 | 13.19 |
| 12 Years | 4.34 | 18.97 | 13.14 | 13.07 |
| 15 Years | 7.65 | 19.13 | 12.82 | 12.92 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.80%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 6.47 | 4.28 | 5.39 | 2.51 |
| Jul 2025 | Jul 2026 | 1.60 | 1.30 | 1.48 | 2.95 |
| Jun 2025 | Jun 2026 | -0.59 | 0.72 | 0.12 | 4.08 |
| May 2025 | May 2026 | 6.61 | 3.57 | 5.18 | 5.42 |
| Apr 2025 | Apr 2026 | 6.80 | 5.78 | 6.77 | 11.74 |
| Mar 2025 | Mar 2026 | 6.81 | 8.33 | 7.88 | 9.56 |
| Feb 2025 | Feb 2026 | 14.72 | 10.48 | 12.81 | 8.26 |
| Jan 2025 | Jan 2026 | 10.06 | 6.43 | 8.44 | 7.89 |
| Dec 2024 | Dec 2025 | 5.39 | 3.63 | 4.56 | 3.83 |
| Nov 2024 | Nov 2025 | 8.30 | 5.40 | 6.91 | 4.39 |
| Oct 2024 | Oct 2025 | 2.52 | -0.74 | 1.01 | 5.99 |
| Sept 2024 | Sept 2025 | -2.77 | -3.25 | -2.95 | 3.95 |