—
Close
-5.0%
From ATH
3.46
MVR
13.8%
Weighted CAGR
12.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -14.59 | 23.61 | 6.26 | 5.95 |
| 3 Years | 3.00 | 28.77 | 10.62 | 11.10 |
| 5 Years | 3.45 | 25.26 | 9.14 | 10.22 |
| 7 Years | 4.59 | 21.46 | 10.81 | 11.36 |
| 10 Years | 8.11 | 31.42 | 14.82 | 15.25 |
| 12 Years | 8.35 | 26.82 | 14.64 | 15.45 |
| 15 Years | 10.58 | 22.62 | 14.48 | 15.07 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.95%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 4.09 | 3.25 | 3.71 | 3.29 |
| Jul 2025 | Jul 2026 | 0.60 | 0.64 | 0.70 | 4.58 |
| Jun 2025 | Jun 2026 | -5.52 | 0.08 | -2.59 | 6.52 |
| May 2025 | May 2026 | -3.93 | -2.93 | -3.38 | 3.60 |
| Apr 2025 | Apr 2026 | -1.81 | -2.19 | -1.54 | 11.05 |
| Mar 2025 | Mar 2026 | 1.15 | 9.33 | 5.64 | 11.66 |
| Feb 2025 | Feb 2026 | 15.99 | 18.87 | 17.50 | 4.84 |
| Jan 2025 | Jan 2026 | 18.31 | 14.98 | 16.74 | 5.70 |
| Dec 2024 | Dec 2025 | 15.06 | 10.91 | 13.03 | 4.39 |
| Nov 2024 | Nov 2025 | 12.99 | 12.37 | 12.74 | 4.35 |
| Oct 2024 | Oct 2025 | 6.14 | 8.24 | 7.34 | 6.72 |
| Sept 2024 | Sept 2025 | 3.25 | -0.39 | 1.52 | 5.25 |