—
Close
-3.5%
From ATH
2.97
MVR
12.0%
Weighted CAGR
11.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.32 | 23.57 | 4.21 | 4.81 |
| 3 Years | 9.26 | 25.79 | 18.07 | 17.99 |
| 5 Years | 5.49 | 29.63 | 13.46 | 14.57 |
| 7 Years | 2.71 | 16.30 | 11.21 | 11.36 |
| 10 Years | 2.50 | 18.85 | 11.66 | 11.36 |
| 12 Years | 4.10 | 18.05 | 11.18 | 11.35 |
| 15 Years | 7.47 | 18.16 | 11.21 | 11.58 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.81%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 5.41 | 4.32 | 4.89 | 2.89 |
| Jun 2025 | Jun 2026 | 3.30 | 4.10 | 3.77 | 4.20 |
| May 2025 | May 2026 | 9.45 | 6.74 | 8.21 | 6.07 |
| Apr 2025 | Apr 2026 | 6.67 | 7.87 | 7.81 | 12.46 |
| Mar 2025 | Mar 2026 | 7.37 | 9.37 | 8.71 | 10.05 |
| Feb 2025 | Feb 2026 | 14.94 | 11.60 | 13.46 | 7.94 |
| Jan 2025 | Jan 2026 | 10.85 | 7.42 | 9.30 | 7.30 |
| Dec 2024 | Dec 2025 | 5.57 | 3.26 | 4.47 | 4.27 |
| Nov 2024 | Nov 2025 | 8.90 | 3.55 | 6.29 | 5.13 |
| Oct 2024 | Oct 2025 | 2.82 | -3.58 | -0.26 | 6.75 |
| Sept 2024 | Sept 2025 | -5.40 | -5.07 | -5.16 | 4.28 |
| Aug 2024 | Aug 2025 | -3.30 | -4.31 | -3.75 | 3.89 |