—
Close
-2.8%
From ATH
1.46
MVR
5.7%
Weighted CAGR
7.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | 1.53 | 27.82 | 16.29 | 15.77 |
| 3 Years | -1.24 | 13.58 | 3.73 | 5.30 |
| 5 Years | 1.12 | 9.39 | 6.30 | 5.42 |
| 7 Years | 4.00 | 5.29 | 4.74 | 4.69 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 15.77%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 4.23 | 2.22 | 3.23 | 1.62 |
| Sept 2025 | Sept 2026 | 12.60 | 6.18 | 9.41 | 4.39 |
| Aug 2025 | Aug 2026 | 14.19 | 13.79 | 14.00 | 1.56 |
| Jul 2025 | Jul 2026 | 14.55 | 12.87 | 13.73 | 2.75 |
| Jun 2025 | Jun 2026 | 14.10 | 13.05 | 13.60 | 2.78 |
| May 2025 | May 2026 | 17.45 | 14.86 | 16.17 | 2.66 |
| Apr 2025 | Apr 2026 | 18.19 | 19.80 | 19.03 | 3.40 |
| Mar 2025 | Mar 2026 | 18.38 | 21.47 | 19.95 | 3.27 |
| Feb 2025 | Feb 2026 | 23.22 | 23.14 | 23.22 | 3.72 |
| Jan 2025 | Jan 2026 | 19.44 | 20.72 | 20.09 | 2.28 |
| Dec 2024 | Dec 2025 | 19.67 | 20.14 | 19.93 | 2.99 |
| Nov 2024 | Nov 2025 | 18.28 | 15.44 | 16.88 | 2.97 |