—
Close
-1.1%
From ATH
2.86
MVR
13.3%
Weighted CAGR
13.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -8.39 | 31.96 | 6.95 | 7.46 |
| 3 Years | 12.05 | 31.49 | 22.32 | 22.41 |
| 5 Years | 6.64 | 37.38 | 16.35 | 17.86 |
| 7 Years | 3.07 | 21.89 | 11.79 | 12.59 |
| 10 Years | 1.46 | 18.92 | 12.93 | 12.09 |
| 12 Years | 1.58 | 18.77 | 12.05 | 12.10 |
| 15 Years | 6.99 | 19.56 | 12.11 | 12.36 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 7.46%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 7.00 | 6.89 | 6.97 | 2.62 |
| Jun 2025 | Jun 2026 | 7.16 | 7.34 | 7.31 | 4.13 |
| May 2025 | May 2026 | 14.18 | 10.92 | 12.66 | 6.20 |
| Apr 2025 | Apr 2026 | 15.08 | 12.79 | 14.55 | 13.77 |
| Mar 2025 | Mar 2026 | 12.97 | 10.83 | 12.22 | 9.85 |
| Feb 2025 | Feb 2026 | 15.22 | 12.28 | 14.02 | 9.14 |
| Jan 2025 | Jan 2026 | 11.38 | 8.46 | 10.22 | 9.52 |
| Dec 2024 | Dec 2025 | 5.96 | 5.37 | 5.72 | 4.02 |
| Nov 2024 | Nov 2025 | 10.00 | 5.29 | 7.70 | 4.90 |
| Oct 2024 | Oct 2025 | 5.23 | -0.70 | 2.38 | 6.45 |
| Sept 2024 | Sept 2025 | -3.09 | -1.79 | -2.34 | 5.04 |
| Aug 2024 | Aug 2025 | -0.85 | -3.05 | -1.87 | 4.82 |