—
Close
-14.4%
From ATH
2.06
MVR
13.6%
Weighted CAGR
11.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -14.11 | 19.05 | -1.67 | -1.04 |
| 3 Years | 5.58 | 19.02 | 13.51 | 13.38 |
| 5 Years | 7.21 | 22.20 | 13.46 | 13.49 |
| 7 Years | 7.57 | 16.84 | 12.04 | 12.11 |
| 10 Years | 8.61 | 23.53 | 13.61 | 13.99 |
| 12 Years | 9.93 | 21.71 | 14.06 | 14.35 |
| 15 Years | 11.47 | 20.33 | 14.18 | 14.59 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -1.04%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -2.23 | -4.74 | -3.44 | 3.61 |
| Jun 2025 | Jun 2026 | -4.22 | -3.80 | -3.98 | 3.05 |
| May 2025 | May 2026 | 2.23 | -0.96 | 0.73 | 5.30 |
| Apr 2025 | Apr 2026 | 4.84 | 2.17 | 3.93 | 10.98 |
| Mar 2025 | Mar 2026 | 1.50 | 3.45 | 2.69 | 7.68 |
| Feb 2025 | Feb 2026 | 10.35 | 4.35 | 7.62 | 9.44 |
| Jan 2025 | Jan 2026 | 5.35 | 2.32 | 3.94 | 5.71 |
| Dec 2024 | Dec 2025 | 1.39 | -0.81 | 0.34 | 3.85 |
| Nov 2024 | Nov 2025 | 0.85 | -1.11 | -0.07 | 4.26 |
| Oct 2024 | Oct 2025 | -4.62 | -8.64 | -6.51 | 5.91 |
| Sept 2024 | Sept 2025 | -10.57 | -9.61 | -10.04 | 3.38 |
| Aug 2024 | Aug 2025 | -6.39 | -9.02 | -7.64 | 4.29 |