—
Close
-14.0%
From ATH
1.84
MVR
12.6%
Weighted CAGR
10.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -17.50 | 14.65 | -1.72 | -2.35 |
| 3 Years | 0.64 | 24.62 | 11.79 | 11.85 |
| 5 Years | 5.94 | 24.62 | 14.73 | 14.70 |
| 7 Years | 6.17 | 18.79 | 13.91 | 13.68 |
| 10 Years | 6.25 | 19.80 | 12.98 | 12.57 |
| 12 Years | 6.60 | 18.98 | 12.80 | 12.63 |
| 15 Years | 9.24 | 17.69 | 12.17 | 12.40 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -2.35%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -9.92 | -12.78 | -11.30 | 3.67 |
| Jun 2025 | Jun 2026 | -13.57 | -12.71 | -13.09 | 3.67 |
| May 2025 | May 2026 | -11.78 | -11.01 | -11.35 | 3.33 |
| Apr 2025 | Apr 2026 | -4.95 | -6.66 | -5.54 | 8.19 |
| Mar 2025 | Mar 2026 | -5.87 | -3.03 | -4.21 | 7.93 |
| Feb 2025 | Feb 2026 | 5.94 | 6.69 | 6.46 | 6.57 |
| Jan 2025 | Jan 2026 | 4.41 | 5.85 | 5.22 | 5.06 |
| Dec 2024 | Dec 2025 | 7.48 | 3.42 | 5.49 | 3.88 |
| Nov 2024 | Nov 2025 | 5.42 | 4.95 | 5.25 | 4.23 |
| Oct 2024 | Oct 2025 | -1.38 | 1.26 | 0.03 | 5.15 |
| Sept 2024 | Sept 2025 | -3.97 | -4.34 | -4.11 | 3.45 |
| Aug 2024 | Aug 2025 | -0.18 | -2.03 | -1.07 | 3.03 |