—
Close
-7.6%
From ATH
2.59
MVR
13.8%
Weighted CAGR
12.5%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.15 | 15.43 | 1.04 | 1.72 |
| 3 Years | 9.64 | 22.16 | 16.16 | 15.94 |
| 5 Years | 8.60 | 24.83 | 14.15 | 14.49 |
| 7 Years | 8.29 | 16.93 | 13.36 | 13.29 |
| 10 Years | 8.17 | 20.09 | 13.75 | 13.90 |
| 12 Years | 9.09 | 19.25 | 13.94 | 13.94 |
| 15 Years | 10.92 | 18.86 | 13.46 | 13.93 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 1.72%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -1.42 | -2.60 | -1.99 | 2.67 |
| Jun 2025 | Jun 2026 | -4.07 | -3.88 | -3.93 | 3.33 |
| May 2025 | May 2026 | -0.13 | -1.96 | -1.00 | 3.65 |
| Apr 2025 | Apr 2026 | 1.33 | -0.69 | 0.62 | 9.09 |
| Mar 2025 | Mar 2026 | 2.45 | 5.08 | 3.97 | 7.68 |
| Feb 2025 | Feb 2026 | 9.59 | 6.20 | 8.01 | 6.12 |
| Jan 2025 | Jan 2026 | 7.02 | 7.79 | 7.47 | 4.47 |
| Dec 2024 | Dec 2025 | 7.79 | 5.28 | 6.56 | 2.97 |
| Nov 2024 | Nov 2025 | 7.37 | 5.35 | 6.40 | 3.54 |
| Oct 2024 | Oct 2025 | 0.63 | -1.74 | -0.44 | 5.61 |
| Sept 2024 | Sept 2025 | -4.32 | -3.87 | -4.06 | 3.17 |
| Aug 2024 | Aug 2025 | -0.89 | -1.16 | -0.97 | 3.82 |