—
Close
-5.2%
From ATH
3.71
MVR
11.1%
Weighted CAGR
11.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -9.35 | 27.56 | 12.45 | 10.95 |
| 3 Years | 6.82 | 27.65 | 18.58 | 17.95 |
| 5 Years | 2.36 | 28.50 | 12.10 | 12.50 |
| 7 Years | -1.52 | 20.93 | 7.03 | 7.76 |
| 10 Years | 3.15 | 16.91 | 9.27 | 9.82 |
| 12 Years | 6.31 | 16.79 | 10.69 | 11.09 |
| 15 Years | 7.90 | 16.48 | 11.57 | 11.77 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 10.95%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 19.00 | 17.60 | 18.36 | 4.52 |
| Sept 2025 | Sept 2026 | 21.01 | 19.98 | 20.59 | 5.63 |
| Aug 2025 | Aug 2026 | 22.67 | 19.74 | 21.28 | 5.16 |
| Jul 2025 | Jul 2026 | 14.99 | 15.42 | 15.31 | 5.64 |
| Jun 2025 | Jun 2026 | 11.93 | 13.96 | 13.04 | 5.53 |
| May 2025 | May 2026 | 13.22 | 13.69 | 13.60 | 6.52 |
| Apr 2025 | Apr 2026 | 10.61 | 5.74 | 8.57 | 11.08 |
| Mar 2025 | Mar 2026 | 11.97 | 7.65 | 10.01 | 8.11 |
| Feb 2025 | Feb 2026 | 7.25 | 5.71 | 6.79 | 9.44 |
| Jan 2025 | Jan 2026 | 3.50 | -0.47 | 1.83 | 9.53 |
| Dec 2024 | Dec 2025 | 2.74 | -1.75 | 0.56 | 4.75 |
| Nov 2024 | Nov 2025 | 2.93 | -0.10 | 1.48 | 4.73 |