—
Close
-0.8%
From ATH
3.92
MVR
15.2%
Weighted CAGR
15.5%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -6.93 | 35.83 | 9.32 | 9.46 |
| 3 Years | 10.57 | 33.74 | 22.16 | 22.36 |
| 5 Years | 6.52 | 34.93 | 17.18 | 17.92 |
| 7 Years | 8.05 | 22.56 | 15.55 | 15.61 |
| 10 Years | 4.35 | 21.97 | 15.54 | 14.72 |
| 12 Years | 3.94 | 21.46 | 14.11 | 14.48 |
| 15 Years | 7.39 | 20.45 | 13.87 | 13.87 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 9.46%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 12.35 | 9.89 | 11.18 | 4.47 |
| Jun 2025 | Jun 2026 | 9.46 | 9.17 | 9.42 | 5.53 |
| May 2025 | May 2026 | 17.78 | 14.84 | 16.48 | 7.55 |
| Apr 2025 | Apr 2026 | 16.02 | 14.33 | 15.96 | 15.62 |
| Mar 2025 | Mar 2026 | 14.20 | 14.18 | 14.50 | 9.66 |
| Feb 2025 | Feb 2026 | 19.84 | 14.62 | 17.57 | 10.83 |
| Jan 2025 | Jan 2026 | 11.87 | 7.24 | 9.85 | 9.69 |
| Dec 2024 | Dec 2025 | 7.27 | 6.65 | 7.02 | 4.18 |
| Nov 2024 | Nov 2025 | 9.98 | 10.76 | 10.47 | 5.46 |
| Oct 2024 | Oct 2025 | 2.96 | 1.82 | 2.55 | 6.73 |
| Sept 2024 | Sept 2025 | -3.13 | -1.06 | -2.03 | 4.14 |
| Aug 2024 | Aug 2025 | 1.96 | -1.01 | 0.57 | 5.39 |