—
Close
-3.6%
From ATH
2.71
MVR
12.2%
Weighted CAGR
11.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.64 | 20.46 | 2.95 | 3.02 |
| 3 Years | 8.35 | 26.32 | 16.28 | 16.47 |
| 5 Years | 8.15 | 28.78 | 14.91 | 15.34 |
| 7 Years | 4.29 | 16.56 | 12.91 | 12.76 |
| 10 Years | 3.67 | 17.32 | 12.40 | 11.59 |
| 12 Years | 3.36 | 16.90 | 11.57 | 11.53 |
| 15 Years | 6.72 | 17.06 | 11.41 | 11.45 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.02%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 4.62 | 2.69 | 3.67 | 2.42 |
| Jul 2025 | Jul 2026 | -0.11 | -0.50 | -0.28 | 2.94 |
| Jun 2025 | Jun 2026 | -2.43 | -1.29 | -1.80 | 4.06 |
| May 2025 | May 2026 | 3.48 | 1.52 | 2.59 | 5.18 |
| Apr 2025 | Apr 2026 | 4.40 | 3.53 | 4.40 | 11.02 |
| Mar 2025 | Mar 2026 | 4.08 | 5.79 | 5.23 | 9.21 |
| Feb 2025 | Feb 2026 | 12.55 | 8.78 | 10.86 | 7.84 |
| Jan 2025 | Jan 2026 | 8.22 | 4.91 | 6.75 | 7.55 |
| Dec 2024 | Dec 2025 | 4.26 | 2.07 | 3.21 | 3.89 |
| Nov 2024 | Nov 2025 | 7.07 | 3.70 | 5.44 | 4.24 |
| Oct 2024 | Oct 2025 | 1.52 | -1.69 | 0.03 | 5.79 |
| Sept 2024 | Sept 2025 | -3.53 | -4.27 | -3.84 | 3.91 |