—
Close
-11.0%
From ATH
3.23
MVR
12.1%
Weighted CAGR
11.5%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -11.68 | 19.73 | 3.26 | 3.94 |
| 3 Years | 4.36 | 28.46 | 13.99 | 14.37 |
| 5 Years | 8.57 | 27.28 | 14.03 | 14.63 |
| 7 Years | 3.89 | 16.25 | 12.46 | 12.09 |
| 10 Years | 4.42 | 18.13 | 11.73 | 11.57 |
| 12 Years | 4.86 | 17.20 | 11.71 | 11.77 |
| 15 Years | 8.78 | 16.66 | 11.59 | 11.83 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.94%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -3.82 | -5.25 | -4.50 | 3.16 |
| Jun 2025 | Jun 2026 | -7.66 | -5.76 | -6.64 | 4.24 |
| May 2025 | May 2026 | -4.90 | -3.88 | -4.33 | 3.94 |
| Apr 2025 | Apr 2026 | 0.60 | 0.07 | 0.63 | 8.85 |
| Mar 2025 | Mar 2026 | -0.57 | 4.79 | 2.39 | 9.22 |
| Feb 2025 | Feb 2026 | 11.98 | 10.28 | 11.28 | 6.81 |
| Jan 2025 | Jan 2026 | 11.02 | 12.13 | 11.65 | 4.83 |
| Dec 2024 | Dec 2025 | 14.53 | 10.31 | 12.45 | 3.88 |
| Nov 2024 | Nov 2025 | 12.92 | 12.85 | 12.93 | 3.72 |
| Oct 2024 | Oct 2025 | 6.90 | 6.93 | 7.04 | 5.90 |
| Sept 2024 | Sept 2025 | 1.49 | 1.11 | 1.36 | 4.18 |
| Aug 2024 | Aug 2025 | 3.38 | 2.64 | 3.05 | 3.53 |