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Close
-8.9%
From ATH
2.04
MVR
18.9%
Weighted CAGR
17.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -15.34 | 29.34 | -2.36 | -1.22 |
| 3 Years | 9.41 | 166.77 | 22.54 | 24.83 |
| 5 Years | -28.42 | 34.79 | 20.48 | 20.49 |
| 7 Years | -18.81 | 22.75 | 18.56 | 18.20 |
| 10 Years | -4.88 | 26.91 | 18.59 | 19.00 |
| 12 Years | -3.16 | 25.65 | 19.27 | 18.95 |
| 15 Years | -0.06 | 26.04 | 18.30 | 18.59 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -1.22%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 2.47 | -0.83 | 0.87 | 4.29 |
| Jun 2025 | Jun 2026 | -0.90 | 0.23 | -0.25 | 4.83 |
| May 2025 | May 2026 | 10.76 | 4.23 | 7.65 | 7.71 |
| Apr 2025 | Apr 2026 | 9.94 | 6.63 | 9.14 | 15.89 |
| Mar 2025 | Mar 2026 | 5.80 | 4.71 | 5.57 | 9.43 |
| Feb 2025 | Feb 2026 | 10.03 | 2.97 | 6.84 | 10.71 |
| Jan 2025 | Jan 2026 | 1.88 | -7.60 | -2.54 | 10.60 |
| Dec 2024 | Dec 2025 | -7.60 | -9.14 | -8.28 | 4.96 |
| Nov 2024 | Nov 2025 | -2.24 | -5.72 | -3.89 | 5.10 |
| Oct 2024 | Oct 2025 | -7.24 | -10.62 | -8.83 | 5.30 |
| Sept 2024 | Sept 2025 | -12.78 | -9.30 | -11.00 | 3.86 |
| Aug 2024 | Aug 2025 | -8.88 | -11.02 | -9.88 | 4.38 |