—
Close
-0.6%
From ATH
2.02
MVR
12.6%
Weighted CAGR
10.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.32 | 18.99 | 4.28 | 4.63 |
| 3 Years | 6.94 | 22.08 | 14.48 | 14.35 |
| 5 Years | 11.75 | 14.59 | 13.16 | 13.17 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.63%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 3.08 | 4.84 | 4.02 | 4.34 |
| Jun 2025 | Jun 2026 | -3.13 | -0.78 | -1.88 | 4.60 |
| May 2025 | May 2026 | 4.13 | 2.25 | 3.29 | 5.51 |
| Apr 2025 | Apr 2026 | 3.69 | 6.35 | 5.19 | 7.23 |
| Mar 2025 | Mar 2026 | 1.41 | 8.37 | 4.96 | 6.00 |
| Feb 2025 | Feb 2026 | 12.19 | 9.94 | 11.20 | 6.33 |
| Jan 2025 | Jan 2026 | 7.47 | 7.32 | 7.55 | 6.69 |
| Dec 2024 | Dec 2025 | 4.54 | 4.42 | 4.51 | 2.91 |
| Nov 2024 | Nov 2025 | 8.03 | 8.37 | 8.26 | 4.09 |
| Oct 2024 | Oct 2025 | 5.72 | 5.30 | 5.56 | 3.75 |
| Sept 2024 | Sept 2025 | 1.09 | 0.48 | 0.86 | 4.54 |
| Aug 2024 | Aug 2025 | 2.83 | 1.11 | 2.00 | 2.94 |