—
Close
-7.9%
From ATH
3.12
MVR
14.9%
Weighted CAGR
15.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -5.78 | 29.81 | 8.24 | 8.41 |
| 3 Years | 12.32 | 36.21 | 24.11 | 23.98 |
| 5 Years | 6.48 | 37.55 | 18.94 | 19.42 |
| 7 Years | 4.52 | 23.18 | 14.87 | 15.06 |
| 10 Years | 3.36 | 21.04 | 14.55 | 13.85 |
| 12 Years | 3.48 | 20.31 | 13.59 | 13.66 |
| 15 Years | 7.73 | 20.72 | 13.67 | 13.79 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 8.41%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 2.59 | -0.93 | 0.88 | 4.33 |
| Sept 2025 | Sept 2026 | 5.97 | 8.06 | 7.14 | 6.01 |
| Aug 2025 | Aug 2026 | 13.38 | 10.73 | 12.08 | 3.20 |
| Jul 2025 | Jul 2026 | 6.67 | 5.38 | 6.07 | 3.75 |
| Jun 2025 | Jun 2026 | 3.80 | 4.91 | 4.44 | 4.73 |
| May 2025 | May 2026 | 14.14 | 8.88 | 11.67 | 7.60 |
| Apr 2025 | Apr 2026 | 10.79 | 10.40 | 11.30 | 14.55 |
| Mar 2025 | Mar 2026 | 12.14 | 11.12 | 12.02 | 10.71 |
| Feb 2025 | Feb 2026 | 18.20 | 11.52 | 15.18 | 10.63 |
| Jan 2025 | Jan 2026 | 11.39 | 5.40 | 8.71 | 10.08 |
| Dec 2024 | Dec 2025 | 4.12 | 2.78 | 3.52 | 4.48 |
| Nov 2024 | Nov 2025 | 9.64 | 6.06 | 7.93 | 5.23 |