—
Close
-16.1%
From ATH
1.65
MVR
12.5%
Weighted CAGR
10.7%
Mean CAGR
Rolling Returns
Summary across all durations
| Duration | Min | Max | Median | Avg XIRR (%) |
|---|---|---|---|---|
| 1 Year | -16.14 | 15.80 | -4.39 | -3.81 |
| 3 Years | 3.62 | 22.15 | 12.69 | 13.07 |
| 5 Years | 6.50 | 25.66 | 15.48 | 15.25 |
| 7 Years | 6.76 | 16.75 | 13.41 | 13.44 |
| 10 Years | 5.38 | 17.69 | 12.82 | 12.49 |
| 12 Years | 4.73 | 18.11 | 12.96 | 12.45 |
| 15 Years | 7.91 | 17.69 | 11.77 | 12.09 |
Rolling Returns Detail
All 1-year rolling windows
Average return: -3.81%
Data
| From | To | Min | Max | Mean | Std Dev |
|---|---|---|---|---|---|
| Jul 2025 | Jul 2026 | -3.06 | -3.89 | -3.45 | 2.70 |
| Jun 2025 | Jun 2026 | -4.03 | -3.52 | -3.74 | 2.98 |
| May 2025 | May 2026 | 1.50 | -1.41 | 0.14 | 5.28 |
| Apr 2025 | Apr 2026 | 2.64 | -0.09 | 1.70 | 10.89 |
| Mar 2025 | Mar 2026 | -0.11 | 0.05 | 0.20 | 7.77 |
| Feb 2025 | Feb 2026 | 8.43 | 1.80 | 5.34 | 8.79 |
| Jan 2025 | Jan 2026 | 1.28 | -4.12 | -1.24 | 7.68 |
| Dec 2024 | Dec 2025 | -5.28 | -6.61 | -5.91 | 3.24 |
| Nov 2024 | Nov 2025 | -3.57 | -6.49 | -4.98 | 3.92 |
| Oct 2024 | Oct 2025 | -8.54 | -12.30 | -10.34 | 4.83 |
| Sept 2024 | Sept 2025 | -13.88 | -11.49 | -12.66 | 3.03 |
| Aug 2024 | Aug 2025 | -10.10 | -11.61 | -10.79 | 4.02 |