—
Close
-5.7%
From ATH
2.74
MVR
16.9%
Weighted CAGR
16.6%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -12.88 | 23.53 | 5.48 | 5.31 |
| 3 Years | 13.30 | 37.18 | 25.16 | 25.24 |
| 5 Years | 7.11 | 38.78 | 19.91 | 20.71 |
| 7 Years | 7.28 | 24.06 | 16.71 | 16.61 |
| 10 Years | 6.96 | 23.60 | 16.38 | 16.04 |
| 12 Years | 4.66 | 22.94 | 16.52 | 16.02 |
| 15 Years | 8.24 | 24.09 | 16.42 | 16.02 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.31%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | 6.29 | 4.34 | 5.34 | 3.09 |
| Sept 2025 | Sept 2026 | 9.05 | 8.11 | 8.65 | 4.56 |
| Aug 2025 | Aug 2026 | 14.70 | 11.29 | 13.02 | 3.30 |
| Jul 2025 | Jul 2026 | 8.34 | 5.12 | 6.78 | 4.23 |
| Jun 2025 | Jun 2026 | 1.52 | 4.94 | 3.36 | 6.22 |
| May 2025 | May 2026 | 10.41 | 5.76 | 8.23 | 6.93 |
| Apr 2025 | Apr 2026 | 5.58 | 7.13 | 6.89 | 12.37 |
| Mar 2025 | Mar 2026 | 4.45 | 4.13 | 4.57 | 8.84 |
| Feb 2025 | Feb 2026 | 12.99 | 7.24 | 10.46 | 10.65 |
| Jan 2025 | Jan 2026 | 4.84 | -5.14 | 0.25 | 11.78 |
| Dec 2024 | Dec 2025 | -6.69 | -7.20 | -6.87 | 4.39 |
| Nov 2024 | Nov 2025 | 5.39 | 0.57 | 3.04 | 4.88 |