—
Close
-16.7%
From ATH
1.77
MVR
13.8%
Weighted CAGR
12.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -17.55 | 11.57 | -2.49 | -3.18 |
| 3 Years | 6.23 | 22.86 | 16.57 | 16.20 |
| 5 Years | 9.14 | 23.81 | 15.55 | 15.47 |
| 7 Years | 9.05 | 18.99 | 13.98 | 13.97 |
| 10 Years | 8.06 | 19.61 | 14.04 | 13.93 |
| 12 Years | 8.14 | 18.57 | 14.27 | 13.88 |
| 15 Years | 9.30 | 18.53 | 13.68 | 13.68 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -3.18%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -5.19 | -4.92 | -5.04 | 2.26 |
| Jun 2025 | Jun 2026 | -7.62 | -6.50 | -6.97 | 4.72 |
| May 2025 | May 2026 | -5.52 | -6.63 | -6.01 | 4.02 |
| Apr 2025 | Apr 2026 | -6.08 | -5.85 | -5.55 | 10.14 |
| Mar 2025 | Mar 2026 | -4.79 | -2.47 | -3.43 | 7.30 |
| Feb 2025 | Feb 2026 | 3.09 | -1.68 | 0.96 | 8.69 |
| Jan 2025 | Jan 2026 | -1.27 | -2.50 | -1.66 | 7.62 |
| Dec 2024 | Dec 2025 | -1.06 | -0.29 | -0.63 | 3.37 |
| Nov 2024 | Nov 2025 | 3.54 | 1.92 | 2.76 | 3.16 |
| Oct 2024 | Oct 2025 | -1.20 | -6.42 | -3.67 | 6.69 |
| Sept 2024 | Sept 2025 | -7.06 | -7.14 | -7.00 | 4.90 |
| Aug 2024 | Aug 2025 | -1.50 | -2.40 | -1.87 | 4.70 |