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-8.0%
From ATH
3.59
MVR
14.6%
Weighted CAGR
14.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -4.04 | 25.61 | 6.03 | 6.71 |
| 3 Years | 12.29 | 26.80 | 19.91 | 20.02 |
| 5 Years | 5.03 | 30.25 | 15.25 | 15.57 |
| 7 Years | 6.84 | 18.14 | 13.67 | 13.69 |
| 10 Years | 6.96 | 18.89 | 14.74 | 14.63 |
| 12 Years | 10.25 | 19.28 | 15.88 | 15.21 |
| 15 Years | 11.87 | 15.29 | 13.62 | 13.50 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.71%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -0.44 | -0.74 | -0.56 | 2.76 |
| Sept 2025 | Sept 2026 | 3.89 | 5.07 | 4.54 | 4.13 |
| Aug 2025 | Aug 2026 | 12.58 | 10.38 | 11.50 | 2.52 |
| Jul 2025 | Jul 2026 | 6.52 | 6.63 | 6.60 | 2.95 |
| Jun 2025 | Jun 2026 | 3.56 | 5.12 | 4.42 | 4.71 |
| May 2025 | May 2026 | 10.53 | 7.92 | 9.31 | 5.12 |
| Apr 2025 | Apr 2026 | 6.36 | 8.87 | 7.97 | 10.15 |
| Mar 2025 | Mar 2026 | 7.28 | 10.25 | 9.08 | 9.76 |
| Feb 2025 | Feb 2026 | 17.70 | 12.33 | 15.22 | 8.60 |
| Jan 2025 | Jan 2026 | 10.54 | 4.71 | 7.83 | 8.36 |
| Dec 2024 | Dec 2025 | 2.10 | -0.55 | 0.81 | 3.61 |
| Nov 2024 | Nov 2025 | 5.69 | 1.78 | 3.78 | 4.08 |