—
Close
-9.0%
From ATH
2.32
MVR
22.1%
Weighted CAGR
20.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -14.61 | 26.07 | -0.47 | 1.18 |
| 3 Years | 14.52 | 42.52 | 26.86 | 27.91 |
| 5 Years | 12.34 | 40.38 | 24.66 | 25.52 |
| 7 Years | 14.14 | 27.09 | 21.88 | 21.92 |
| 10 Years | 14.44 | 28.80 | 21.70 | 22.01 |
| 12 Years | 10.67 | 28.77 | 22.68 | 21.83 |
| 15 Years | 14.10 | 29.21 | 21.44 | 21.56 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 1.18%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 0.28 | -0.77 | -0.19 | 4.02 |
| Jun 2025 | Jun 2026 | -0.26 | 1.29 | 0.61 | 5.21 |
| May 2025 | May 2026 | 9.51 | 5.37 | 7.59 | 7.09 |
| Apr 2025 | Apr 2026 | 8.70 | 6.17 | 8.11 | 14.06 |
| Mar 2025 | Mar 2026 | 8.75 | 8.79 | 9.20 | 11.19 |
| Feb 2025 | Feb 2026 | 14.90 | 7.89 | 11.80 | 11.69 |
| Jan 2025 | Jan 2026 | 7.22 | -4.03 | 1.96 | 11.88 |
| Dec 2024 | Dec 2025 | -3.97 | -6.73 | -5.25 | 5.11 |
| Nov 2024 | Nov 2025 | 0.50 | -2.38 | -0.86 | 4.93 |
| Oct 2024 | Oct 2025 | -3.66 | -7.79 | -5.56 | 6.92 |
| Sept 2024 | Sept 2025 | -8.25 | -9.51 | -8.79 | 4.86 |
| Aug 2024 | Aug 2025 | -2.67 | -6.36 | -4.41 | 5.58 |