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Close
-7.9%
From ATH
3.38
MVR
13.4%
Weighted CAGR
14.1%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -4.45 | 31.96 | 9.09 | 9.41 |
| 3 Years | 12.05 | 30.43 | 21.73 | 21.51 |
| 5 Years | 6.64 | 37.38 | 16.81 | 18.05 |
| 7 Years | 3.07 | 23.08 | 12.12 | 13.01 |
| 10 Years | 1.46 | 18.92 | 13.02 | 12.11 |
| 12 Years | 1.58 | 18.77 | 12.21 | 12.12 |
| 15 Years | 6.99 | 19.56 | 12.27 | 12.44 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 9.41%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Oct 2025 | Oct 2026 | -0.31 | -0.24 | -0.23 | 3.49 |
| Sept 2025 | Sept 2026 | 7.49 | 6.84 | 7.29 | 5.83 |
| Aug 2025 | Aug 2026 | 15.00 | 12.20 | 13.63 | 3.49 |
| Jul 2025 | Jul 2026 | 7.00 | 8.56 | 7.82 | 3.38 |
| 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 |