—
Close
-15.2%
From ATH
0.94
MVR
6.9%
Weighted CAGR
13.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -9.75 | 76.91 | 23.91 | 26.38 |
| 3 Years | 20.01 | 63.06 | 36.85 | 38.06 |
| 5 Years | -9.46 | 46.94 | 14.86 | 15.28 |
| 7 Years | -15.59 | 20.75 | 5.04 | 3.35 |
| 10 Years | -13.47 | 18.01 | 3.63 | 2.66 |
| 12 Years | -7.03 | 13.94 | 3.05 | 2.74 |
| 15 Years | 0.06 | 12.34 | 4.21 | 4.35 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 26.38%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 18.28 | 18.13 | 18.36 | 6.96 |
| Jun 2025 | Jun 2026 | 17.95 | 21.38 | 19.91 | 9.10 |
| May 2025 | May 2026 | 28.82 | 25.05 | 27.45 | 13.41 |
| Apr 2025 | Apr 2026 | 32.68 | 32.87 | 33.51 | 16.20 |
| Mar 2025 | Mar 2026 | 41.96 | 52.90 | 48.56 | 22.11 |
| Feb 2025 | Feb 2026 | 48.29 | 55.28 | 52.66 | 19.33 |
| Jan 2025 | Jan 2026 | 44.93 | 36.65 | 41.15 | 12.64 |
| Dec 2024 | Dec 2025 | 24.62 | 19.35 | 22.23 | 9.43 |
| Nov 2024 | Nov 2025 | 32.36 | 23.11 | 27.99 | 10.77 |
| Oct 2024 | Oct 2025 | 20.17 | 21.20 | 21.00 | 10.09 |
| Sept 2024 | Sept 2025 | 4.02 | 7.29 | 5.89 | 8.46 |
| Aug 2024 | Aug 2025 | -0.36 | -4.13 | -2.10 | 6.55 |