—
Close
-2.1%
From ATH
5.88
MVR
13.1%
Weighted CAGR
12.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -11.17 | 34.85 | 9.06 | 8.58 |
| 3 Years | 8.23 | 22.87 | 15.65 | 15.81 |
| 5 Years | 4.83 | 22.51 | 13.07 | 12.74 |
| 7 Years | 7.16 | 16.27 | 12.25 | 12.09 |
| 10 Years | 7.34 | 20.63 | 13.29 | 13.42 |
| 12 Years | 8.39 | 17.89 | 13.22 | 13.35 |
| 15 Years | 10.20 | 17.60 | 12.68 | 13.05 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 8.58%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| 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 |
| Oct 2024 | Oct 2025 | 2.31 | -7.04 | -2.27 | 7.39 |
| Sept 2024 | Sept 2025 | -3.74 | -6.53 | -5.06 | 4.71 |
| Aug 2024 | Aug 2025 | -6.04 | -5.54 | -5.71 | 4.53 |