—
Close
-5.5%
From ATH
3.91
MVR
14.0%
Weighted CAGR
13.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -4.52 | 21.85 | 6.58 | 7.16 |
| 3 Years | 12.40 | 25.23 | 19.04 | 18.87 |
| 5 Years | 9.91 | 26.44 | 15.57 | 15.90 |
| 7 Years | 7.44 | 18.11 | 13.68 | 13.74 |
| 10 Years | 7.12 | 18.82 | 13.58 | 13.46 |
| 12 Years | 8.61 | 18.02 | 13.68 | 13.60 |
| 15 Years | 10.67 | 18.37 | 13.29 | 13.72 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.16%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 2.40 | 1.20 | 1.83 | 2.71 |
| Jun 2025 | Jun 2026 | 1.21 | 0.21 | 0.75 | 3.23 |
| May 2025 | May 2026 | 7.07 | 4.49 | 5.85 | 4.69 |
| Apr 2025 | Apr 2026 | 8.21 | 5.58 | 7.23 | 9.93 |
| Mar 2025 | Mar 2026 | 8.24 | 11.53 | 10.07 | 7.73 |
| Feb 2025 | Feb 2026 | 14.46 | 12.33 | 13.54 | 6.73 |
| Jan 2025 | Jan 2026 | 13.02 | 14.14 | 13.66 | 5.19 |
| Dec 2024 | Dec 2025 | 13.15 | 11.95 | 12.57 | 2.67 |
| Nov 2024 | Nov 2025 | 13.22 | 11.04 | 12.17 | 3.71 |
| Oct 2024 | Oct 2025 | 6.69 | 4.38 | 5.66 | 6.00 |
| Sept 2024 | Sept 2025 | 0.83 | 1.54 | 1.23 | 3.58 |
| Aug 2024 | Aug 2025 | 0.86 | 1.81 | 1.40 | 4.11 |