—
Close
-4.1%
From ATH
3.43
MVR
12.8%
Weighted CAGR
11.9%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.98 | 22.12 | 3.66 | 4.32 |
| 3 Years | 5.26 | 21.56 | 13.18 | 13.15 |
| 5 Years | 7.45 | 26.24 | 14.73 | 14.71 |
| 7 Years | 5.03 | 16.60 | 13.07 | 13.03 |
| 10 Years | 10.09 | 17.11 | 13.32 | 13.37 |
| 12 Years | 10.01 | 16.04 | 13.67 | 13.40 |
| 15 Years | 10.29 | 13.32 | 11.57 | 11.63 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 4.32%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 4.93 | 3.58 | 4.29 | 3.18 |
| Jul 2025 | Jul 2026 | -0.13 | 1.45 | 0.70 | 3.56 |
| Jun 2025 | Jun 2026 | -2.23 | -2.02 | -2.07 | 3.68 |
| May 2025 | May 2026 | 2.13 | 0.67 | 1.49 | 4.98 |
| Apr 2025 | Apr 2026 | 4.99 | 4.64 | 5.24 | 10.92 |
| Mar 2025 | Mar 2026 | 3.73 | 7.26 | 5.76 | 8.96 |
| Feb 2025 | Feb 2026 | 14.21 | 12.33 | 13.43 | 7.01 |
| Jan 2025 | Jan 2026 | 12.18 | 9.43 | 10.93 | 6.22 |
| Dec 2024 | Dec 2025 | 9.35 | 5.52 | 7.47 | 3.93 |
| Nov 2024 | Nov 2025 | 8.27 | 6.77 | 7.58 | 4.41 |
| Oct 2024 | Oct 2025 | 2.01 | -1.31 | 0.46 | 5.73 |
| Sept 2024 | Sept 2025 | -3.24 | -3.75 | -3.44 | 3.76 |