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Close
-8.4%
From ATH
2.43
MVR
11.7%
Weighted CAGR
11.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -11.88 | 18.50 | 0.91 | 1.48 |
| 3 Years | 5.24 | 27.97 | 14.64 | 14.69 |
| 5 Years | 8.63 | 27.83 | 14.69 | 15.12 |
| 7 Years | 3.35 | 16.99 | 12.63 | 12.17 |
| 10 Years | 3.67 | 16.82 | 11.49 | 10.96 |
| 12 Years | 4.06 | 16.67 | 10.91 | 11.11 |
| 15 Years | 8.15 | 16.47 | 11.09 | 11.29 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 1.48%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 0.00 | -0.80 | -0.37 | 2.95 |
| Jul 2025 | Jul 2026 | -3.49 | -3.31 | -3.35 | 3.78 |
| Jun 2025 | Jun 2026 | -7.97 | -6.90 | -7.38 | 3.75 |
| May 2025 | May 2026 | -5.48 | -4.89 | -5.13 | 3.94 |
| Apr 2025 | Apr 2026 | 0.93 | -0.82 | 0.35 | 9.04 |
| Mar 2025 | Mar 2026 | -0.55 | 3.17 | 1.56 | 8.54 |
| Feb 2025 | Feb 2026 | 9.97 | 8.47 | 9.40 | 7.31 |
| Jan 2025 | Jan 2026 | 7.41 | 7.58 | 7.57 | 4.70 |
| Dec 2024 | Dec 2025 | 9.90 | 6.39 | 8.18 | 3.57 |
| Nov 2024 | Nov 2025 | 8.19 | 8.18 | 8.23 | 3.71 |
| Oct 2024 | Oct 2025 | 1.77 | 0.88 | 1.45 | 5.73 |
| Sept 2024 | Sept 2025 | -2.07 | -3.41 | -2.69 | 3.86 |