—
Close
-0.9%
From ATH
2.21
MVR
14.9%
Weighted CAGR
14.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.71 | 22.08 | 1.21 | 2.75 |
| 3 Years | 13.18 | 37.84 | 23.95 | 24.60 |
| 5 Years | 6.28 | 37.44 | 18.93 | 19.66 |
| 7 Years | 5.58 | 22.07 | 15.08 | 15.13 |
| 10 Years | 3.52 | 21.69 | 15.04 | 13.99 |
| 12 Years | 2.76 | 21.17 | 13.77 | 13.76 |
| 15 Years | 7.13 | 21.31 | 13.45 | 13.66 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 2.75%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 3.76 | 3.25 | 3.54 | 3.24 |
| Jun 2025 | Jun 2026 | 1.09 | 3.11 | 2.19 | 5.14 |
| May 2025 | May 2026 | 9.74 | 5.75 | 7.88 | 6.70 |
| Apr 2025 | Apr 2026 | 6.87 | 7.69 | 7.67 | 10.52 |
| Mar 2025 | Mar 2026 | 6.38 | 5.84 | 6.36 | 8.47 |
| Feb 2025 | Feb 2026 | 14.93 | 6.69 | 11.04 | 9.46 |
| Jan 2025 | Jan 2026 | 5.77 | -0.78 | 2.81 | 10.04 |
| Dec 2024 | Dec 2025 | -2.71 | -3.68 | -3.16 | 3.05 |
| Nov 2024 | Nov 2025 | 4.91 | 0.44 | 2.73 | 4.46 |
| Oct 2024 | Oct 2025 | 1.33 | -3.44 | -0.97 | 5.42 |
| Sept 2024 | Sept 2025 | -5.59 | -4.22 | -4.87 | 3.05 |
| Aug 2024 | Aug 2025 | -0.75 | -3.88 | -2.25 | 4.34 |