—
Close
-18.1%
From ATH
1.30
MVR
15.5%
Weighted CAGR
14.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -22.34 | 17.80 | -7.73 | -7.63 |
| 3 Years | 1.25 | 46.24 | 18.82 | 21.05 |
| 5 Years | 8.18 | 45.71 | 28.38 | 27.57 |
| 7 Years | 5.63 | 29.16 | 20.42 | 20.08 |
| 10 Years | -0.38 | 26.68 | 16.33 | 13.56 |
| 12 Years | -0.44 | 24.19 | 14.18 | 13.34 |
| 15 Years | 6.32 | 20.12 | 13.16 | 12.88 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -7.63%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -6.54 | -7.87 | -7.02 | 6.90 |
| Jun 2025 | Jun 2026 | -7.89 | -6.91 | -7.26 | 5.86 |
| May 2025 | May 2026 | -6.39 | -4.33 | -5.01 | 9.45 |
| Apr 2025 | Apr 2026 | -0.13 | -6.95 | -2.97 | 12.76 |
| Mar 2025 | Mar 2026 | -9.41 | -10.06 | -9.52 | 7.14 |
| Feb 2025 | Feb 2026 | -2.89 | -3.39 | -2.21 | 15.62 |
| Jan 2025 | Jan 2026 | -4.46 | -7.05 | -5.52 | 7.91 |
| Dec 2024 | Dec 2025 | -7.60 | -8.45 | -7.95 | 4.28 |
| Nov 2024 | Nov 2025 | -4.55 | -4.93 | -4.65 | 4.86 |
| Oct 2024 | Oct 2025 | -12.21 | -7.99 | -9.91 | 7.27 |
| Sept 2024 | Sept 2025 | -17.84 | -13.94 | -15.77 | 5.69 |
| Aug 2024 | Aug 2025 | -12.34 | -15.61 | -13.82 | 6.27 |