—
Close
-18.0%
From ATH
1.83
MVR
19.1%
Weighted CAGR
17.0%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -22.11 | 26.49 | -5.21 | -3.49 |
| 3 Years | 7.77 | 38.89 | 23.12 | 24.06 |
| 5 Years | 10.58 | 35.92 | 22.74 | 22.52 |
| 7 Years | 12.02 | 25.90 | 19.33 | 19.49 |
| 10 Years | 9.49 | 26.68 | 18.76 | 19.03 |
| 12 Years | 7.54 | 26.73 | 19.77 | 19.01 |
| 15 Years | 10.48 | 24.43 | 18.69 | 18.59 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -3.49%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 1.20 | -2.01 | -0.33 | 4.89 |
| Jun 2025 | Jun 2026 | -1.76 | -1.59 | -1.57 | 5.31 |
| May 2025 | May 2026 | 7.13 | 2.87 | 5.12 | 6.33 |
| Apr 2025 | Apr 2026 | 9.63 | 4.13 | 7.62 | 14.99 |
| Mar 2025 | Mar 2026 | 3.77 | 7.11 | 5.79 | 10.11 |
| Feb 2025 | Feb 2026 | 8.85 | 3.25 | 6.45 | 11.13 |
| Jan 2025 | Jan 2026 | 5.59 | -8.30 | -0.97 | 12.90 |
| Dec 2024 | Dec 2025 | -7.57 | -11.86 | -9.58 | 6.25 |
| Nov 2024 | Nov 2025 | -4.43 | -9.37 | -6.81 | 5.52 |
| Oct 2024 | Oct 2025 | -13.12 | -15.44 | -14.10 | 6.54 |
| Sept 2024 | Sept 2025 | -17.41 | -18.29 | -17.80 | 3.59 |
| Aug 2024 | Aug 2025 | -14.60 | -16.87 | -15.66 | 4.35 |