—
Close
-24.4%
From ATH
1.10
MVR
9.8%
Weighted CAGR
7.5%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -20.87 | 13.06 | -7.35 | -7.59 |
| 3 Years | -0.53 | 16.23 | 7.07 | 7.13 |
| 5 Years | -0.30 | 20.64 | 11.84 | 11.72 |
| 7 Years | 5.12 | 14.65 | 11.20 | 11.11 |
| 10 Years | 4.02 | 15.16 | 10.21 | 10.18 |
| 12 Years | 3.52 | 15.89 | 10.50 | 10.14 |
| 15 Years | 6.33 | 14.83 | 9.32 | 9.68 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -7.59%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | -5.68 | -5.88 | -5.71 | 4.15 |
| Jul 2025 | Jul 2026 | -10.35 | -8.49 | -9.31 | 5.21 |
| Jun 2025 | Jun 2026 | -11.91 | -8.91 | -10.35 | 4.24 |
| May 2025 | May 2026 | -7.07 | -9.06 | -8.03 | 3.35 |
| Apr 2025 | Apr 2026 | -3.41 | -6.27 | -4.58 | 8.30 |
| Mar 2025 | Mar 2026 | -6.36 | -6.21 | -6.14 | 6.05 |
| Feb 2025 | Feb 2026 | -0.16 | 0.02 | 0.31 | 10.11 |
| Jan 2025 | Jan 2026 | -0.69 | -4.74 | -2.66 | 4.56 |
| Dec 2024 | Dec 2025 | -5.29 | -6.55 | -5.88 | 3.10 |
| Nov 2024 | Nov 2025 | -7.36 | -7.98 | -7.61 | 3.83 |
| Oct 2024 | Oct 2025 | -12.65 | -15.04 | -13.73 | 5.23 |
| Sept 2024 | Sept 2025 | -19.08 | -15.79 | -17.40 | 3.15 |