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Close
-8.2%
From ATH
2.64
MVR
11.9%
Weighted CAGR
10.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.29 | 20.56 | 2.25 | 2.56 |
| 3 Years | 5.52 | 20.43 | 12.72 | 12.60 |
| 5 Years | 6.62 | 24.53 | 13.52 | 13.61 |
| 7 Years | 8.54 | 15.66 | 12.46 | 12.40 |
| 10 Years | 9.24 | 14.44 | 12.07 | 12.04 |
| 12 Years | 10.02 | 13.59 | 10.94 | 11.43 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 2.56%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | -0.90 | -1.65 | -1.24 | 3.03 |
| Jul 2025 | Jul 2026 | -3.99 | -3.83 | -3.88 | 2.96 |
| Jun 2025 | Jun 2026 | -5.71 | -5.56 | -5.58 | 3.90 |
| May 2025 | May 2026 | -2.35 | -2.28 | -2.25 | 4.26 |
| Apr 2025 | Apr 2026 | 2.01 | 1.23 | 1.98 | 9.84 |
| Mar 2025 | Mar 2026 | 2.00 | 3.83 | 3.17 | 8.43 |
| Feb 2025 | Feb 2026 | 12.50 | 11.80 | 12.29 | 6.64 |
| Jan 2025 | Jan 2026 | 11.12 | 9.55 | 10.46 | 5.96 |
| Dec 2024 | Dec 2025 | 9.29 | 5.56 | 7.46 | 3.97 |
| Nov 2024 | Nov 2025 | 9.06 | 7.26 | 8.22 | 4.26 |
| Oct 2024 | Oct 2025 | 2.67 | 0.35 | 1.62 | 5.62 |
| Sept 2024 | Sept 2025 | -0.73 | -2.55 | -1.58 | 4.09 |