—
Close
-21.4%
From ATH
2.34
MVR
14.5%
Weighted CAGR
13.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -13.42 | 21.72 | -0.56 | 0.53 |
| 3 Years | 3.81 | 25.96 | 15.72 | 16.00 |
| 5 Years | 4.72 | 26.13 | 15.73 | 15.85 |
| 7 Years | 10.08 | 21.13 | 15.50 | 15.71 |
| 10 Years | 5.18 | 20.73 | 15.14 | 14.85 |
| 12 Years | 5.06 | 20.62 | 15.49 | 14.52 |
| 15 Years | 6.86 | 20.07 | 14.35 | 14.02 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 0.53%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -8.10 | -9.59 | -8.79 | 3.88 |
| Sept 2025 | Sept 2026 | -5.16 | -3.18 | -4.10 | 4.51 |
| Aug 2025 | Aug 2026 | 1.94 | 0.74 | 1.38 | 3.20 |
| Jul 2025 | Jul 2026 | -1.24 | -2.35 | -1.75 | 3.20 |
| Jun 2025 | Jun 2026 | -1.01 | -0.10 | -0.44 | 5.63 |
| May 2025 | May 2026 | 3.68 | 2.45 | 3.21 | 6.26 |
| Apr 2025 | Apr 2026 | 3.59 | 4.59 | 4.65 | 12.58 |
| Mar 2025 | Mar 2026 | 4.05 | 6.48 | 5.68 | 10.96 |
| Feb 2025 | Feb 2026 | 11.13 | 6.80 | 9.29 | 10.05 |
| Jan 2025 | Jan 2026 | 6.78 | -2.36 | 2.46 | 9.79 |
| Dec 2024 | Dec 2025 | -2.80 | -4.68 | -3.66 | 4.55 |
| Nov 2024 | Nov 2025 | -0.05 | -3.12 | -1.54 | 3.77 |