—
Close
-4.3%
From ATH
3.44
MVR
12.8%
Weighted CAGR
11.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.71 | 22.15 | 3.64 | 4.31 |
| 3 Years | 5.48 | 21.57 | 13.18 | 13.14 |
| 5 Years | 7.45 | 26.23 | 14.57 | 14.61 |
| 7 Years | 5.10 | 16.44 | 13.02 | 12.99 |
| 10 Years | 10.10 | 17.12 | 13.34 | 13.40 |
| 12 Years | 10.15 | 16.04 | 13.71 | 13.44 |
| 15 Years | 10.34 | 13.35 | 11.61 | 11.67 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.31%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 4.85 | 3.49 | 4.21 | 3.19 |
| Jul 2025 | Jul 2026 | -0.21 | 1.36 | 0.62 | 3.57 |
| Jun 2025 | Jun 2026 | -2.32 | -2.13 | -2.17 | 3.67 |
| May 2025 | May 2026 | 2.06 | 0.61 | 1.43 | 5.00 |
| Apr 2025 | Apr 2026 | 4.99 | 4.61 | 5.22 | 10.92 |
| Mar 2025 | Mar 2026 | 3.67 | 7.22 | 5.72 | 8.94 |
| Feb 2025 | Feb 2026 | 14.24 | 12.37 | 13.46 | 7.00 |
| Jan 2025 | Jan 2026 | 12.22 | 9.57 | 11.02 | 6.25 |
| Dec 2024 | Dec 2025 | 9.51 | 5.67 | 7.63 | 3.94 |
| Nov 2024 | Nov 2025 | 7.78 | 7.03 | 7.46 | 4.14 |
| Oct 2024 | Oct 2025 | 1.90 | -0.92 | 0.59 | 5.51 |
| Sept 2024 | Sept 2025 | -3.68 | -3.30 | -3.44 | 3.40 |