—
Close
-10.2%
From ATH
2.30
MVR
16.4%
Weighted CAGR
15.3%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -13.25 | 24.15 | 0.70 | 1.70 |
| 3 Years | 13.89 | 31.86 | 24.06 | 23.75 |
| 5 Years | 7.81 | 30.59 | 16.93 | 17.76 |
| 7 Years | 8.54 | 20.48 | 14.71 | 14.71 |
| 10 Years | 9.46 | 23.25 | 16.03 | 16.19 |
| 12 Years | 10.78 | 21.61 | 16.34 | 16.33 |
| 15 Years | 12.53 | 22.89 | 16.02 | 16.63 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 1.70%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -0.18 | -2.36 | -1.24 | 3.11 |
| Jun 2025 | Jun 2026 | -2.22 | -2.19 | -2.15 | 3.67 |
| May 2025 | May 2026 | 4.94 | 2.23 | 3.69 | 5.53 |
| Apr 2025 | Apr 2026 | 8.22 | 3.87 | 6.50 | 11.65 |
| Mar 2025 | Mar 2026 | 7.64 | 10.57 | 9.41 | 9.67 |
| Feb 2025 | Feb 2026 | 13.91 | 12.36 | 13.38 | 8.63 |
| Jan 2025 | Jan 2026 | 8.46 | 3.79 | 6.29 | 7.33 |
| Dec 2024 | Dec 2025 | 2.12 | -0.85 | 0.68 | 4.01 |
| Nov 2024 | Nov 2025 | 4.44 | 1.35 | 2.96 | 4.36 |
| Oct 2024 | Oct 2025 | 0.05 | -5.66 | -2.72 | 5.68 |
| Sept 2024 | Sept 2025 | -8.47 | -6.97 | -7.67 | 3.65 |
| Aug 2024 | Aug 2025 | -8.00 | -9.66 | -8.78 | 3.76 |