—
Close
-0.4%
From ATH
2.58
MVR
14.0%
Weighted CAGR
13.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.43 | 23.48 | 2.91 | 3.55 |
| 3 Years | 10.48 | 32.11 | 20.33 | 20.61 |
| 5 Years | 7.38 | 33.75 | 17.04 | 17.75 |
| 7 Years | 5.08 | 19.76 | 14.14 | 14.15 |
| 10 Years | 3.95 | 19.75 | 13.93 | 13.28 |
| 12 Years | 4.03 | 19.15 | 13.07 | 13.14 |
| 15 Years | 7.80 | 19.82 | 12.94 | 13.15 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.55%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Aug 2025 | Aug 2026 | 8.06 | 5.35 | 6.72 | 2.60 |
| Jul 2025 | Jul 2026 | 1.84 | 1.25 | 1.58 | 3.13 |
| Jun 2025 | Jun 2026 | -0.64 | 0.95 | 0.23 | 4.58 |
| May 2025 | May 2026 | 7.96 | 3.67 | 5.94 | 6.60 |
| Apr 2025 | Apr 2026 | 7.02 | 5.89 | 7.04 | 12.97 |
| Mar 2025 | Mar 2026 | 6.61 | 6.01 | 6.64 | 9.78 |
| Feb 2025 | Feb 2026 | 13.49 | 7.49 | 10.73 | 9.11 |
| Jan 2025 | Jan 2026 | 7.39 | 1.98 | 4.98 | 9.65 |
| Dec 2024 | Dec 2025 | 0.46 | -0.49 | 0.04 | 3.92 |
| Nov 2024 | Nov 2025 | 5.44 | 2.14 | 3.84 | 4.06 |
| Oct 2024 | Oct 2025 | 0.72 | -2.28 | -0.68 | 5.53 |
| Sept 2024 | Sept 2025 | -5.29 | -3.69 | -4.45 | 3.35 |