—
Close
0.0%
From ATH
3.41
MVR
14.0%
Weighted CAGR
13.4%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.19 | 18.58 | 5.47 | 5.90 |
| 3 Years | 8.17 | 27.47 | 18.71 | 18.77 |
| 5 Years | 7.25 | 29.20 | 13.46 | 15.14 |
| 7 Years | 3.71 | 21.63 | 12.22 | 11.84 |
| 10 Years | 7.69 | 20.38 | 13.19 | 13.37 |
| 12 Years | 9.80 | 20.54 | 13.68 | 13.96 |
| 15 Years | 11.64 | 19.67 | 14.16 | 14.52 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 5.90%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 15.32 | 13.95 | 14.66 | 3.22 |
| Jul 2025 | Jul 2026 | 10.39 | 10.93 | 10.71 | 3.72 |
| Jun 2025 | Jun 2026 | 7.57 | 11.86 | 9.80 | 5.69 |
| May 2025 | May 2026 | 8.47 | 12.90 | 10.75 | 5.20 |
| Apr 2025 | Apr 2026 | 2.58 | 5.08 | 4.08 | 8.51 |
| Mar 2025 | Mar 2026 | 7.61 | 5.53 | 6.75 | 7.30 |
| Feb 2025 | Feb 2026 | 6.02 | 4.88 | 5.76 | 9.41 |
| Jan 2025 | Jan 2026 | 2.04 | -0.45 | 1.12 | 9.57 |
| Dec 2024 | Dec 2025 | -0.93 | -0.02 | -0.44 | 3.15 |
| Nov 2024 | Nov 2025 | 5.42 | 1.69 | 3.58 | 3.64 |
| Oct 2024 | Oct 2025 | 2.52 | 2.05 | 2.34 | 3.90 |
| Sept 2024 | Sept 2025 | 0.56 | 2.63 | 1.63 | 3.47 |