—
Close
-6.5%
From ATH
2.24
MVR
14.2%
Weighted CAGR
12.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -7.54 | 19.95 | 2.09 | 2.75 |
| 3 Years | 8.43 | 27.16 | 15.71 | 16.01 |
| 5 Years | 9.15 | 29.65 | 16.20 | 16.21 |
| 7 Years | 11.31 | 17.77 | 14.55 | 14.66 |
| 10 Years | 12.70 | 14.54 | 13.32 | 13.42 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 2.75%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 1.56 | 0.08 | 0.83 | 2.15 |
| Jul 2025 | Jul 2026 | -2.48 | -1.58 | -1.98 | 3.72 |
| Jun 2025 | Jun 2026 | -3.04 | -2.05 | -2.49 | 3.83 |
| May 2025 | May 2026 | 2.50 | 1.00 | 1.81 | 4.18 |
| Apr 2025 | Apr 2026 | 4.28 | 3.92 | 4.37 | 8.61 |
| Mar 2025 | Mar 2026 | 2.85 | 6.14 | 4.72 | 8.22 |
| Feb 2025 | Feb 2026 | 13.89 | 9.75 | 11.95 | 6.65 |
| Jan 2025 | Jan 2026 | 9.08 | 6.40 | 7.88 | 6.60 |
| Dec 2024 | Dec 2025 | 4.98 | 1.94 | 3.49 | 3.31 |
| Nov 2024 | Nov 2025 | 7.51 | 4.01 | 5.79 | 3.58 |
| Oct 2024 | Oct 2025 | 1.95 | -1.58 | 0.26 | 5.03 |
| Sept 2024 | Sept 2025 | -3.24 | -4.15 | -3.66 | 3.22 |