—
Close
-12.9%
From ATH
10.13
MVR
13.1%
Weighted CAGR
13.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -3.84 | 34.85 | 11.50 | 11.41 |
| 3 Years | 8.23 | 22.87 | 15.27 | 15.52 |
| 5 Years | 4.83 | 22.51 | 13.02 | 12.64 |
| 7 Years | 7.16 | 16.41 | 12.29 | 12.13 |
| 10 Years | 7.34 | 20.63 | 13.27 | 13.40 |
| 12 Years | 8.39 | 17.89 | 13.17 | 13.30 |
| 15 Years | 10.20 | 17.60 | 12.73 | 13.07 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 11.41%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -0.76 | 0.01 | -0.34 | 2.90 |
| Sept 2025 | Sept 2026 | 3.07 | 7.71 | 5.49 | 6.01 |
| Aug 2025 | Aug 2026 | 16.98 | 14.39 | 15.75 | 4.86 |
| Jul 2025 | Jul 2026 | 13.37 | 13.23 | 13.33 | 3.20 |
| Jun 2025 | Jun 2026 | 11.78 | 16.64 | 14.31 | 6.14 |
| May 2025 | May 2026 | 18.40 | 16.03 | 17.33 | 6.24 |
| Apr 2025 | Apr 2026 | 15.08 | 16.98 | 16.69 | 14.34 |
| Mar 2025 | Mar 2026 | 12.37 | 18.48 | 15.71 | 9.97 |
| Feb 2025 | Feb 2026 | 18.52 | 15.49 | 17.28 | 9.48 |
| Jan 2025 | Jan 2026 | 12.66 | 8.23 | 10.57 | 6.59 |
| Dec 2024 | Dec 2025 | 6.17 | 3.46 | 4.88 | 4.72 |
| Nov 2024 | Nov 2025 | 8.68 | 3.12 | 5.95 | 4.84 |