—
Close
-6.1%
From ATH
3.46
MVR
11.7%
Weighted CAGR
11.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.42 | 26.72 | 5.77 | 6.46 |
| 3 Years | 9.73 | 27.60 | 17.91 | 17.75 |
| 5 Years | 4.69 | 27.55 | 13.27 | 13.72 |
| 7 Years | 2.93 | 15.85 | 10.61 | 10.67 |
| 10 Years | 4.62 | 16.63 | 11.36 | 11.23 |
| 12 Years | 4.04 | 15.83 | 11.40 | 11.22 |
| 15 Years | 6.97 | 16.31 | 11.43 | 11.45 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 6.46%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 2.95 | 2.53 | 2.77 | 2.69 |
| Jun 2025 | Jun 2026 | 1.63 | 2.00 | 1.88 | 4.34 |
| May 2025 | May 2026 | 6.16 | 6.01 | 6.18 | 5.01 |
| Apr 2025 | Apr 2026 | 5.14 | 5.53 | 5.74 | 10.68 |
| Mar 2025 | Mar 2026 | 7.79 | 12.58 | 10.52 | 10.36 |
| Feb 2025 | Feb 2026 | 15.84 | 15.15 | 15.74 | 8.77 |
| Jan 2025 | Jan 2026 | 13.93 | 13.55 | 13.86 | 6.07 |
| Dec 2024 | Dec 2025 | 13.60 | 10.58 | 12.14 | 4.19 |
| Nov 2024 | Nov 2025 | 13.09 | 8.66 | 10.93 | 4.94 |
| Oct 2024 | Oct 2025 | 4.69 | -0.40 | 2.27 | 6.57 |
| Sept 2024 | Sept 2025 | -2.92 | -3.24 | -3.00 | 4.49 |
| Aug 2024 | Aug 2025 | -1.60 | -1.61 | -1.55 | 3.78 |