—
Close
-17.4%
From ATH
0.95
MVR
7.8%
Weighted CAGR
10.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -20.16 | 31.83 | 2.48 | 3.75 |
| 3 Years | 20.25 | 52.09 | 34.02 | 35.13 |
| 5 Years | -2.41 | 37.31 | 20.86 | 15.99 |
| 7 Years | -5.78 | 19.87 | 6.08 | 7.21 |
| 10 Years | -6.80 | 15.04 | 3.90 | 4.62 |
| 12 Years | -4.64 | 13.42 | 2.70 | 4.38 |
| 15 Years | -0.59 | 10.34 | 5.38 | 5.06 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.75%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 5.36 | 3.46 | 4.46 | 3.89 |
| Jul 2025 | Jul 2026 | 1.35 | -0.72 | 0.36 | 3.68 |
| Jun 2025 | Jun 2026 | 0.71 | 0.60 | 0.73 | 4.34 |
| May 2025 | May 2026 | 11.08 | 7.53 | 9.46 | 7.04 |
| Apr 2025 | Apr 2026 | 11.71 | 10.79 | 11.81 | 12.92 |
| Mar 2025 | Mar 2026 | 19.89 | 9.37 | 15.09 | 13.33 |
| Feb 2025 | Feb 2026 | 21.12 | 12.36 | 17.13 | 12.22 |
| Jan 2025 | Jan 2026 | 11.07 | 4.07 | 7.86 | 9.92 |
| Dec 2024 | Dec 2025 | -0.40 | -5.07 | -2.60 | 6.57 |
| Nov 2024 | Nov 2025 | 2.64 | -3.16 | -0.16 | 6.18 |
| Oct 2024 | Oct 2025 | -1.07 | -11.24 | -6.05 | 7.91 |
| Sept 2024 | Sept 2025 | -12.33 | -14.26 | -13.15 | 5.90 |