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Close
-7.4%
From ATH
2.37
MVR
13.0%
Weighted CAGR
13.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -9.96 | 26.12 | 2.46 | 3.64 |
| 3 Years | 10.05 | 34.45 | 21.38 | 21.37 |
| 5 Years | 4.43 | 36.64 | 16.65 | 17.77 |
| 7 Years | 2.35 | 21.60 | 12.86 | 13.15 |
| 10 Years | 0.92 | 19.16 | 12.63 | 11.98 |
| 12 Years | 2.21 | 19.06 | 11.59 | 11.77 |
| 15 Years | 6.73 | 19.57 | 11.64 | 12.02 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.64%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -1.32 | -2.28 | -1.77 | 3.00 |
| Sept 2025 | Sept 2026 | 2.50 | 2.35 | 2.51 | 4.72 |
| Aug 2025 | Aug 2026 | 8.77 | 5.88 | 7.35 | 2.96 |
| Jul 2025 | Jul 2026 | 2.22 | 1.48 | 1.89 | 3.48 |
| Jun 2025 | Jun 2026 | 0.10 | 1.87 | 1.08 | 5.05 |
| May 2025 | May 2026 | 10.10 | 3.86 | 7.19 | 8.53 |
| Apr 2025 | Apr 2026 | 7.31 | 6.92 | 7.83 | 14.37 |
| Mar 2025 | Mar 2026 | 6.84 | 4.53 | 6.07 | 10.52 |
| Feb 2025 | Feb 2026 | 12.80 | 5.63 | 9.50 | 10.07 |
| Jan 2025 | Jan 2026 | 4.90 | -0.44 | 2.62 | 10.82 |
| Dec 2024 | Dec 2025 | -2.75 | -3.22 | -2.92 | 4.31 |
| Nov 2024 | Nov 2025 | 4.00 | 0.61 | 2.38 | 4.79 |