—
Close
-16.3%
From ATH
1.58
MVR
11.1%
Weighted CAGR
9.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -15.43 | 14.33 | -4.66 | -3.91 |
| 3 Years | 3.51 | 15.93 | 10.72 | 10.64 |
| 5 Years | 4.49 | 20.54 | 11.73 | 11.47 |
| 7 Years | 6.77 | 14.14 | 10.77 | 10.85 |
| 10 Years | 5.52 | 17.46 | 11.60 | 11.35 |
| 12 Years | 8.85 | 16.70 | 11.78 | 11.94 |
| 15 Years | 9.07 | 16.00 | 10.75 | 11.30 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -3.91%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -4.68 | -5.74 | -5.16 | 3.57 |
| Jun 2025 | Jun 2026 | -5.76 | -5.19 | -5.44 | 3.03 |
| May 2025 | May 2026 | -2.08 | -4.64 | -3.31 | 4.04 |
| Apr 2025 | Apr 2026 | 1.05 | -2.38 | -0.29 | 10.13 |
| Mar 2025 | Mar 2026 | -2.63 | -1.62 | -1.96 | 6.63 |
| Feb 2025 | Feb 2026 | 4.99 | 1.96 | 3.73 | 8.55 |
| Jan 2025 | Jan 2026 | 1.28 | -1.12 | 0.16 | 4.76 |
| Dec 2024 | Dec 2025 | -0.72 | -3.11 | -1.88 | 3.43 |
| Nov 2024 | Nov 2025 | -2.05 | -2.74 | -2.34 | 3.91 |
| Oct 2024 | Oct 2025 | -7.72 | -9.78 | -8.63 | 5.50 |
| Sept 2024 | Sept 2025 | -13.11 | -10.16 | -11.60 | 3.38 |
| Aug 2024 | Aug 2025 | -10.19 | -10.22 | -10.15 | 3.70 |