—
Close
-4.0%
From ATH
1.34
MVR
5.2%
Weighted CAGR
7.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -23.76 | 40.17 | 9.55 | 9.06 |
| 3 Years | 4.70 | 29.52 | 18.04 | 17.46 |
| 5 Years | -2.29 | 32.81 | 12.64 | 12.72 |
| 7 Years | -5.92 | 21.52 | 3.36 | 5.10 |
| 10 Years | -6.23 | 10.74 | 4.23 | 2.74 |
| 12 Years | -8.55 | 13.13 | 3.74 | 3.02 |
| 15 Years | -3.02 | 9.29 | 4.36 | 3.25 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 9.06%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 33.25 | 24.36 | 28.87 | 7.06 |
| Jun 2025 | Jun 2026 | 30.80 | 29.25 | 30.21 | 8.01 |
| May 2025 | May 2026 | 15.34 | 28.92 | 22.48 | 13.18 |
| Apr 2025 | Apr 2026 | 6.20 | 7.52 | 7.20 | 9.89 |
| Mar 2025 | Mar 2026 | 10.61 | 12.36 | 11.70 | 8.08 |
| Feb 2025 | Feb 2026 | 20.69 | 12.10 | 16.70 | 10.88 |
| Jan 2025 | Jan 2026 | 7.35 | 8.78 | 8.38 | 9.58 |
| Dec 2024 | Dec 2025 | 9.55 | 7.88 | 8.80 | 5.17 |
| Nov 2024 | Nov 2025 | 11.57 | 9.64 | 10.70 | 5.33 |
| Oct 2024 | Oct 2025 | -0.41 | -3.47 | -1.64 | 9.00 |
| Sept 2024 | Sept 2025 | -17.10 | -16.18 | -16.51 | 5.50 |
| Aug 2024 | Aug 2025 | -16.88 | -19.72 | -18.21 | 4.75 |