—
Close
-7.3%
From ATH
2.97
MVR
13.3%
Weighted CAGR
12.2%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.60 | 18.16 | 2.64 | 3.08 |
| 3 Years | 9.19 | 20.61 | 15.75 | 15.38 |
| 5 Years | 8.62 | 24.75 | 13.80 | 14.07 |
| 7 Years | 6.50 | 16.36 | 12.54 | 12.57 |
| 10 Years | 7.46 | 20.01 | 13.08 | 13.28 |
| 12 Years | 8.50 | 18.49 | 13.32 | 13.39 |
| 15 Years | 10.87 | 18.15 | 13.06 | 13.51 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.08%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -0.32 | -0.34 | -0.31 | 2.42 |
| Jun 2025 | Jun 2026 | -1.95 | -1.62 | -1.74 | 3.53 |
| May 2025 | May 2026 | 1.26 | 0.45 | 0.90 | 3.66 |
| Apr 2025 | Apr 2026 | 3.31 | 2.18 | 3.04 | 9.05 |
| Mar 2025 | Mar 2026 | 3.48 | 6.79 | 5.34 | 7.89 |
| Feb 2025 | Feb 2026 | 11.74 | 8.54 | 10.27 | 6.47 |
| Jan 2025 | Jan 2026 | 7.51 | 9.16 | 8.40 | 4.56 |
| Dec 2024 | Dec 2025 | 9.09 | 7.04 | 8.09 | 2.73 |
| Nov 2024 | Nov 2025 | 8.71 | 6.27 | 7.54 | 4.17 |
| Oct 2024 | Oct 2025 | 1.07 | -1.75 | -0.21 | 6.20 |
| Sept 2024 | Sept 2025 | -3.46 | -4.33 | -3.83 | 3.96 |
| Aug 2024 | Aug 2025 | -0.43 | -0.79 | -0.55 | 3.97 |