—
Close
-3.3%
From ATH
1.90
MVR
11.9%
Weighted CAGR
12.8%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.47 | 23.59 | 2.70 | 3.57 |
| 3 Years | 14.32 | 34.60 | 23.57 | 24.12 |
| 5 Years | 7.14 | 35.42 | 17.59 | 18.39 |
| 7 Years | 3.25 | 20.00 | 13.38 | 13.43 |
| 10 Years | -0.48 | 19.43 | 11.43 | 10.17 |
| 12 Years | -1.02 | 18.60 | 9.06 | 9.94 |
| 15 Years | 3.61 | 15.86 | 10.00 | 9.70 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 3.57%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 3.32 | 1.62 | 2.51 | 3.53 |
| Jun 2025 | Jun 2026 | 0.64 | 2.08 | 1.46 | 5.42 |
| May 2025 | May 2026 | 7.89 | 4.60 | 6.34 | 5.59 |
| Apr 2025 | Apr 2026 | 5.69 | 7.83 | 7.31 | 12.59 |
| Mar 2025 | Mar 2026 | 9.85 | 6.29 | 8.44 | 10.44 |
| Feb 2025 | Feb 2026 | 13.52 | 9.35 | 11.72 | 9.61 |
| Jan 2025 | Jan 2026 | 6.43 | 6.08 | 6.61 | 10.04 |
| Dec 2024 | Dec 2025 | 3.34 | 1.93 | 2.71 | 4.52 |
| Nov 2024 | Nov 2025 | 9.31 | 4.40 | 6.92 | 5.11 |
| Oct 2024 | Oct 2025 | 2.02 | -2.54 | -0.07 | 7.57 |
| Sept 2024 | Sept 2025 | -5.81 | -5.75 | -5.72 | 3.93 |
| Aug 2024 | Aug 2025 | -4.43 | -6.45 | -5.38 | 4.25 |