—
Close
-5.5%
From ATH
2.21
MVR
14.1%
Weighted CAGR
12.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -10.95 | 28.09 | -1.82 | 0.34 |
| 3 Years | 8.82 | 26.30 | 18.78 | 18.52 |
| 5 Years | 6.03 | 27.43 | 14.36 | 15.04 |
| 7 Years | 7.20 | 17.47 | 12.84 | 12.61 |
| 10 Years | 7.12 | 21.78 | 13.86 | 14.05 |
| 12 Years | 8.93 | 20.27 | 14.07 | 14.25 |
| 15 Years | 11.05 | 20.10 | 13.84 | 14.38 |
Rolling Returns Detail
All 1-year rolling windows
Average return: 0.34%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | 1.73 | -1.85 | -0.01 | 4.24 |
| Jun 2025 | Jun 2026 | -2.00 | -0.67 | -1.26 | 4.61 |
| May 2025 | May 2026 | 10.39 | 2.77 | 6.78 | 8.66 |
| Apr 2025 | Apr 2026 | 10.04 | 7.69 | 9.58 | 14.58 |
| Mar 2025 | Mar 2026 | 4.00 | 2.60 | 3.56 | 8.55 |
| Feb 2025 | Feb 2026 | 11.18 | 5.74 | 8.73 | 9.39 |
| Jan 2025 | Jan 2026 | 2.30 | -3.02 | -0.08 | 9.15 |
| Dec 2024 | Dec 2025 | -5.39 | -6.41 | -5.84 | 3.89 |
| Nov 2024 | Nov 2025 | 0.74 | -1.79 | -0.48 | 3.87 |
| Oct 2024 | Oct 2025 | -3.58 | -5.81 | -4.61 | 4.93 |
| Sept 2024 | Sept 2025 | -8.80 | -4.90 | -6.81 | 3.76 |
| Aug 2024 | Aug 2025 | -3.92 | -7.14 | -5.46 | 4.54 |