—
Close
-3.9%
From ATH
2.29
MVR
7.4%
Weighted CAGR
8.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.57 | 28.67 | 10.14 | 10.17 |
| 3 Years | 8.57 | 26.57 | 16.19 | 16.39 |
| 5 Years | -2.32 | 28.79 | 9.84 | 9.61 |
| 7 Years | -4.47 | 13.18 | 5.59 | 5.44 |
| 10 Years | -3.50 | 13.51 | 6.21 | 5.83 |
| 12 Years | 2.60 | 11.47 | 6.80 | 6.66 |
| 15 Years | 5.29 | 12.20 | 6.69 | 7.11 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 10.17%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -1.86 | -1.99 | -1.80 | 5.62 |
| Sept 2025 | Sept 2026 | 2.57 | 4.08 | 3.45 | 5.84 |
| Aug 2025 | Aug 2026 | 11.64 | 10.02 | 10.87 | 3.49 |
| Jul 2025 | Jul 2026 | 6.40 | 5.48 | 6.01 | 4.47 |
| Jun 2025 | Jun 2026 | 2.23 | 3.69 | 3.08 | 5.79 |
| May 2025 | May 2026 | 5.02 | 6.82 | 6.02 | 5.30 |
| Apr 2025 | Apr 2026 | 8.60 | 7.85 | 8.61 | 10.46 |
| Mar 2025 | Mar 2026 | 9.81 | 12.04 | 11.30 | 10.64 |
| Feb 2025 | Feb 2026 | 15.38 | 20.44 | 18.12 | 8.69 |
| Jan 2025 | Jan 2026 | 18.78 | 19.82 | 19.44 | 6.74 |
| Dec 2024 | Dec 2025 | 19.37 | 16.53 | 18.02 | 4.96 |
| Nov 2024 | Nov 2025 | 21.93 | 15.77 | 18.93 | 6.18 |