—
Close
-5.9%
From ATH
3.72
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 | 6.08 | 7.01 |
| 3 Years | 9.73 | 27.60 | 17.45 | 17.44 |
| 5 Years | 4.69 | 27.55 | 13.35 | 13.78 |
| 7 Years | 2.93 | 15.85 | 10.64 | 10.73 |
| 10 Years | 4.62 | 16.63 | 11.34 | 11.20 |
| 12 Years | 4.04 | 15.83 | 11.39 | 11.21 |
| 15 Years | 6.97 | 16.31 | 11.44 | 11.46 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.01%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 4.80 | 4.04 | 4.47 | 3.71 |
| Jul 2025 | Jul 2026 | 2.95 | 3.72 | 3.37 | 3.20 |
| 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 |