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Close
-4.3%
From ATH
1.81
MVR
6.9%
Weighted CAGR
8.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -1.66 | 28.15 | 14.62 | 14.14 |
| 3 Years | -2.04 | 13.48 | 4.46 | 5.37 |
| 5 Years | 4.73 | 8.01 | 6.54 | 6.44 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 14.14%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 1.19 | -0.95 | 0.12 | 1.70 |
| Sept 2025 | Sept 2026 | 10.42 | 2.65 | 6.55 | 5.12 |
| Aug 2025 | Aug 2026 | 11.96 | 11.52 | 11.75 | 1.86 |
| Jul 2025 | Jul 2026 | 13.11 | 11.00 | 12.08 | 2.86 |
| Jun 2025 | Jun 2026 | 11.83 | 11.22 | 11.54 | 2.58 |
| May 2025 | May 2026 | 15.55 | 12.60 | 14.09 | 2.69 |
| Apr 2025 | Apr 2026 | 16.48 | 18.33 | 17.44 | 3.57 |
| Mar 2025 | Mar 2026 | 16.43 | 19.70 | 18.09 | 3.68 |
| Feb 2025 | Feb 2026 | 22.95 | 22.82 | 22.94 | 4.21 |
| Jan 2025 | Jan 2026 | 19.01 | 20.29 | 19.67 | 2.64 |
| Dec 2024 | Dec 2025 | 19.23 | 19.47 | 19.39 | 3.34 |
| Nov 2024 | Nov 2025 | 17.57 | 14.52 | 16.07 | 3.23 |