—
Close
-17.3%
From ATH
1.54
MVR
10.9%
Weighted CAGR
12.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -24.84 | 29.18 | 5.95 | 4.10 |
| 3 Years | 4.76 | 47.64 | 21.70 | 22.79 |
| 5 Years | 10.02 | 40.86 | 22.77 | 24.64 |
| 7 Years | -3.20 | 26.42 | 16.82 | 14.88 |
| 10 Years | -6.36 | 19.32 | 8.12 | 7.31 |
| 12 Years | -5.66 | 16.28 | 5.99 | 7.01 |
| 15 Years | 0.51 | 11.78 | 8.36 | 7.94 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.10%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 11.77 | 13.46 | 12.69 | 4.75 |
| Jul 2025 | Jul 2026 | 11.94 | 11.25 | 11.63 | 3.51 |
| Jun 2025 | Jun 2026 | 16.55 | 14.09 | 15.41 | 5.58 |
| May 2025 | May 2026 | 21.66 | 20.72 | 21.31 | 6.33 |
| Apr 2025 | Apr 2026 | 4.89 | 18.28 | 12.06 | 14.28 |
| Mar 2025 | Mar 2026 | 14.31 | 3.95 | 9.36 | 10.14 |
| Feb 2025 | Feb 2026 | 8.22 | 10.78 | 9.79 | 9.33 |
| Jan 2025 | Jan 2026 | 2.86 | -0.13 | 1.75 | 10.41 |
| Dec 2024 | Dec 2025 | -5.16 | -9.41 | -7.22 | 4.83 |
| Nov 2024 | Nov 2025 | -3.57 | -11.23 | -7.18 | 8.57 |
| Oct 2024 | Oct 2025 | -10.26 | -16.00 | -13.02 | 6.00 |
| Sept 2024 | Sept 2025 | -17.22 | -17.93 | -17.40 | 6.23 |