—
Close
-9.1%
From ATH
1.83
MVR
18.8%
Weighted CAGR
16.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -21.57 | 22.38 | -4.27 | -3.78 |
| 3 Years | 6.49 | 38.46 | 19.32 | 21.05 |
| 5 Years | 7.70 | 37.37 | 20.44 | 20.58 |
| 7 Years | 11.11 | 23.47 | 18.27 | 18.25 |
| 10 Years | 9.75 | 28.40 | 18.97 | 19.33 |
| 12 Years | 8.61 | 26.93 | 19.36 | 19.12 |
| 15 Years | 12.60 | 27.26 | 18.02 | 18.76 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -3.78%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 7.37 | 7.60 | 7.54 | 3.98 |
| Jul 2025 | Jul 2026 | 1.09 | -1.83 | -0.30 | 4.74 |
| Jun 2025 | Jun 2026 | -4.55 | -3.69 | -4.00 | 5.56 |
| May 2025 | May 2026 | 7.75 | 0.40 | 4.27 | 8.53 |
| Apr 2025 | Apr 2026 | 3.35 | 1.64 | 3.30 | 14.96 |
| Mar 2025 | Mar 2026 | -0.08 | -3.99 | -1.66 | 10.19 |
| Feb 2025 | Feb 2026 | 5.12 | -3.31 | 1.21 | 10.31 |
| Jan 2025 | Jan 2026 | -1.59 | -12.58 | -6.55 | 13.21 |
| Dec 2024 | Dec 2025 | -14.33 | -16.49 | -15.29 | 5.30 |
| Nov 2024 | Nov 2025 | -6.22 | -10.87 | -8.44 | 5.75 |
| Oct 2024 | Oct 2025 | -8.64 | -13.52 | -10.99 | 5.45 |
| Sept 2024 | Sept 2025 | -15.98 | -12.90 | -14.40 | 3.44 |