—
Close
-2.5%
From ATH
3.14
MVR
11.2%
Weighted CAGR
11.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.89 | 22.86 | 7.18 | 7.03 |
| 3 Years | 10.13 | 29.73 | 17.62 | 17.92 |
| 5 Years | 7.30 | 30.92 | 14.50 | 15.67 |
| 7 Years | 0.39 | 17.63 | 11.46 | 11.13 |
| 10 Years | 0.78 | 15.73 | 10.42 | 9.95 |
| 12 Years | 2.15 | 15.42 | 9.98 | 10.01 |
| 15 Years | 7.02 | 16.27 | 10.30 | 10.54 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.03%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 7.71 | 6.54 | 7.17 | 3.39 |
| Jul 2025 | Jul 2026 | 4.81 | 3.99 | 4.44 | 3.35 |
| Jun 2025 | Jun 2026 | 2.89 | 1.95 | 2.47 | 3.89 |
| May 2025 | May 2026 | 7.52 | 5.21 | 6.44 | 4.65 |
| Apr 2025 | Apr 2026 | 8.89 | 7.10 | 8.38 | 10.65 |
| Mar 2025 | Mar 2026 | 7.96 | 10.74 | 9.59 | 8.55 |
| Feb 2025 | Feb 2026 | 15.13 | 13.76 | 14.59 | 6.66 |
| Jan 2025 | Jan 2026 | 13.29 | 12.07 | 12.77 | 5.34 |
| Dec 2024 | Dec 2025 | 11.40 | 8.70 | 10.09 | 3.84 |
| Nov 2024 | Nov 2025 | 11.19 | 7.45 | 9.39 | 4.86 |
| Oct 2024 | Oct 2025 | 3.97 | -0.31 | 1.97 | 6.61 |
| Sept 2024 | Sept 2025 | -2.45 | -3.65 | -2.99 | 4.08 |