—
Close
-2.3%
From ATH
3.56
MVR
13.9%
Weighted CAGR
12.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -14.59 | 23.61 | 6.26 | 6.14 |
| 3 Years | 3.00 | 28.77 | 10.86 | 11.55 |
| 5 Years | 3.45 | 25.26 | 9.18 | 10.27 |
| 7 Years | 4.59 | 21.46 | 10.91 | 11.47 |
| 10 Years | 8.11 | 31.42 | 14.88 | 15.35 |
| 12 Years | 8.35 | 26.82 | 14.66 | 15.49 |
| 15 Years | 10.58 | 22.62 | 14.51 | 15.10 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.14%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 2.53 | 0.64 | 1.64 | 3.91 |
| 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 |
| Aug 2024 | Aug 2025 | 4.85 | 5.02 | 4.98 | 3.59 |