—
Close
-19.1%
From ATH
1.20
MVR
6.9%
Weighted CAGR
5.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -20.83 | 16.40 | -5.60 | -4.75 |
| 3 Years | -0.53 | 18.41 | 8.73 | 8.55 |
| 5 Years | 1.08 | 22.70 | 9.73 | 9.81 |
| 7 Years | -1.37 | 12.25 | 8.52 | 8.16 |
| 10 Years | -1.68 | 12.96 | 7.13 | 6.46 |
| 12 Years | -1.83 | 12.76 | 6.47 | 6.41 |
| 15 Years | 2.00 | 12.00 | 6.22 | 6.32 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -4.75%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | -10.55 | -8.40 | -9.42 | 3.81 |
| Jul 2025 | Jul 2026 | -15.19 | -11.99 | -13.48 | 5.33 |
| Jun 2025 | Jun 2026 | -16.94 | -14.12 | -15.45 | 4.61 |
| May 2025 | May 2026 | -16.24 | -11.59 | -13.82 | 5.34 |
| Apr 2025 | Apr 2026 | -8.80 | -7.37 | -7.77 | 8.85 |
| Mar 2025 | Mar 2026 | -7.24 | 0.18 | -3.18 | 10.43 |
| Feb 2025 | Feb 2026 | 5.94 | 7.96 | 7.14 | 7.45 |
| Jan 2025 | Jan 2026 | 2.66 | 4.43 | 3.68 | 6.24 |
| Dec 2024 | Dec 2025 | 1.22 | 1.95 | 1.68 | 4.95 |
| Nov 2024 | Nov 2025 | 2.89 | 3.75 | 3.40 | 4.58 |
| Oct 2024 | Oct 2025 | -3.09 | -2.48 | -2.66 | 5.64 |
| Sept 2024 | Sept 2025 | -6.37 | -7.96 | -7.11 | 3.73 |