NIFTY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 6.06
Weighted mean CAGR by duration 11.54
Mean CAGR 12.7
Standard deviation CAGR 2.09
Range for CAGR 5.19

Summary

Duration Min Max Median Average XIRR (%)
1 year -4.56 37.53 15.05 15.59
3 year 6.28 33.32 15.02 15.79
5 year 3.54 26.02 13.39 13.50
7 year 3.33 15.62 11.89 11.71
10 year 3.49 17.22 10.92 10.60
12 year 3.07 16.17 11.04 10.84
15 year 6.95 15.66 10.88 10.88

Rolling return for 1 year

Average return: 15.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
15 4.34 18.52 1.24 7.18 9.77 06-2024 06-2025
9.69 8.68 15.1 3.57 4.09 9.26 05-2024 05-2025
-0.16 7.35 12.31 -4.56 6.53 3.74 04-2024 04-2025
1.17 5.96 9.95 -2.49 4.71 3.65 03-2024 03-2025
2.67 6.77 10.58 -0.86 4.3 4.79 02-2024 02-2025
7.8 9.5 14.62 3 4.15 8.73 01-2024 01-2025
16.23 14.02 23.16 7.61 5.55 15.25 12-2023 12-2024
22.61 21.72 29.32 15.4 4.93 22.26 11-2023 11-2024
27.8 30.52 37.53 21.28 5.83 29.28 10-2023 10-2024
28.55 29.94 36.47 22.4 5 29.34 09-2023 09-2024
24.29 27.65 31.44 20.7 3.98 26.02 08-2023 08-2024
24.74 25.05 29.97 20.01 3.52 24.94 07-2023 07-2024

Rolling return for 3 year

Average return: 15.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.25 14.52 18.43 13.37 2.03 15.89 06-2022 06-2025
15.01 13.6 16.87 11.79 1.86 14.32 05-2022 05-2025
8.93 10.53 13.28 6.28 2.54 9.76 04-2022 04-2025
11.91 10.78 15.06 7.75 2.62 11.38 03-2022 03-2025
10.91 10.19 13.68 7.5 2.2 10.57 02-2022 02-2025
10.61 9.7 12.9 7.48 1.94 10.17 01-2022 01-2025
12.65 12.11 14.85 9.97 1.74 12.39 12-2021 12-2024
11.5 10.45 13.5 8.51 1.8 10.99 11-2021 11-2024
11.32 11.67 14.07 8.97 1.81 11.51 10-2021 10-2024
13.22 13.55 15.5 11.31 1.49 13.4 09-2021 09-2024
14.7 13.78 16.86 11.68 1.86 14.25 08-2021 08-2024
15.64 16.13 17.24 14.55 0.97 15.89 07-2021 07-2024
11.26 14.95 16.09 10.17 2.47 13.12 06-2021 06-2024
14.82 13.98 17.04 11.82 1.87 14.42 05-2021 05-2024
15.45 14.84 17.2 13.12 1.46 15.15 04-2021 04-2024
15.03 13.67 16.45 12.28 1.55 14.36 03-2021 03-2024
16.37 13.05 17.74 11.74 2.42 14.73 02-2021 02-2024
15.84 14.46 17.62 12.73 1.8 15.16 01-2021 01-2024
15.9 15.84 18.92 12.9 2.13 15.89 12-2020 12-2023
17.97 15.32 20.37 13.01 2.77 16.67 11-2020 11-2023
18.41 18.18 20.49 16.14 1.54 18.3 10-2020 10-2023
21.3 20.29 23.29 18.34 1.79 20.8 09-2020 09-2023
20.88 18.84 22.07 17.69 1.71 19.87 08-2020 08-2023
23.15 20.8 24.74 19.25 2.11 21.98 07-2020 07-2023
24.6 22.08 26.24 20.5 2.22 23.36 06-2020 06-2023
27.01 24.81 28.45 23.41 1.94 25.92 05-2020 05-2023
29.05 22.3 30.95 20.52 4.39 25.71 04-2020 04-2023
30.85 15.9 33.32 13.75 8.71 23.45 03-2020 03-2023
15.58 13.98 17.51 12.11 1.99 14.8 02-2020 02-2023
13.42 13.66 15.23 11.88 1.19 13.55 01-2020 01-2023
14.53 15.39 16.87 13.08 1.37 14.97 12-2019 12-2022
15.02 15.67 16.82 13.88 1.06 15.35 11-2019 11-2022
14.97 14.7 17.57 12.16 1.92 14.85 10-2019 10-2022
16.21 15.66 19.25 12.72 2.32 15.96 09-2019 09-2022
17.27 17.18 19.15 15.34 1.35 17.23 08-2019 08-2022
12.14 12.75 16.01 8.99 2.49 12.47 07-2019 07-2022

Rolling return for 5 year

Average return: 13.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.72 19.04 21.45 18.32 1.26 19.88 06-2020 06-2025
22.14 21.21 23.32 20.05 1.2 21.68 05-2020 05-2025
21.97 19.85 24.87 17.07 2.86 20.94 04-2020 04-2025
23.94 15.86 26.02 13.95 5.14 19.94 03-2020 03-2025
14.62 14.22 16.33 12.54 1.35 14.43 02-2020 02-2025
13.82 14.28 15.22 12.89 0.84 14.05 01-2020 01-2025
14.67 15.12 16.01 13.8 0.8 14.9 12-2019 12-2024
14.53 15.08 15.76 13.86 0.7 14.81 11-2019 11-2024
16.77 16.75 18.49 15.05 1.22 16.76 10-2019 10-2024
18.33 17.58 19.75 16.18 1.29 17.96 09-2019 09-2024
17.57 17.71 18.89 16.4 0.88 17.64 08-2019 08-2024
16.88 15.85 17.85 14.9 1.1 16.37 07-2019 07-2024
12.86 14.84 15.77 11.95 1.52 13.86 06-2019 06-2024
14.46 13.93 15.78 12.63 1.13 14.2 05-2019 05-2024
13.53 13.96 14.55 12.93 0.59 13.74 04-2019 04-2024
14.95 14.14 15.8 13.3 0.93 14.55 03-2019 03-2024
15.26 14.93 16.07 14.13 0.7 15.1 02-2019 02-2024
14.84 15.03 15.89 13.98 0.68 14.93 01-2019 01-2024
14.33 14.69 16.1 12.94 1.12 14.52 12-2018 12-2023
12.9 13.04 14.28 11.68 0.92 12.97 11-2018 11-2023
13.49 12.46 14.69 11.29 1.26 12.98 10-2018 10-2023
12.16 11.47 13.26 10.38 1.05 11.82 09-2018 09-2023
11.34 10.98 12 10.33 0.6 11.16 08-2018 08-2023
12.65 11.96 13.52 11.09 0.89 12.3 07-2018 07-2023
11.84 12 12.72 11.13 0.56 11.92 06-2018 06-2023
11.61 11.3 12.37 10.55 0.65 11.46 05-2018 05-2023
11.36 10.95 12.34 9.98 0.85 11.16 04-2018 04-2023
11.08 11.08 12.33 9.84 0.88 11.08 03-2018 03-2023
10.92 10.28 12.03 9.19 1.03 10.61 02-2018 02-2023
10.84 10.32 11.9 9.27 0.95 10.58 01-2018 01-2023
12.12 12.35 13.49 10.99 0.89 12.24 12-2017 12-2022
12.21 12.39 13.26 11.35 0.68 12.3 11-2017 11-2022
11.39 11.66 12.89 10.17 0.97 11.53 10-2017 10-2022
11.57 12.2 13.31 10.47 1.03 11.89 09-2017 09-2022
12.11 12.16 13.19 11.09 0.74 12.14 08-2017 08-2022
10.2 11.17 12.47 8.93 1.3 10.69 07-2017 07-2022
9.95 11.58 12.19 9.35 1.16 10.77 06-2017 06-2022
11.16 12.17 13.07 10.27 1.05 11.67 05-2017 05-2022
13.14 14.1 14.82 12.43 0.91 13.62 04-2017 04-2022
12.08 13.76 14.66 11.2 1.36 12.93 03-2017 03-2022
13.67 14.65 15.82 12.52 1.22 14.17 02-2017 02-2022
15.66 16.17 17.67 14.19 1.24 15.92 01-2017 01-2022
15.76 16.34 17.45 14.68 1 16.06 12-2016 12-2021
16.22 16 18.13 14.12 1.42 16.12 11-2016 11-2021
15.46 16.13 16.94 14.66 0.84 15.8 10-2016 10-2021
14.8 14.88 15.97 13.72 0.8 14.84 09-2016 09-2021
13.2 14.23 15.03 12.42 0.99 13.72 08-2016 08-2021
13.36 12.97 14.01 12.33 0.61 13.17 07-2016 07-2021
14.28 13.88 14.96 13.21 0.63 14.08 06-2016 06-2021
13.43 13.7 15.24 11.91 1.18 13.57 05-2016 05-2021
13.49 13.49 14.89 12.11 0.98 13.5 04-2016 04-2021
15.19 14.54 16.87 12.9 1.42 14.88 03-2016 03-2021
14.89 15.22 17.72 12.44 1.87 15.07 02-2016 02-2021
13.43 13.1 15.3 11.27 1.43 13.27 01-2016 01-2021
11.41 11.94 13.18 10.19 1.07 11.68 12-2015 12-2020
8.42 10.13 11.25 7.33 1.51 9.28 11-2015 11-2020
7.43 7.6 8.68 6.36 0.82 7.52 10-2015 10-2020
7.43 7.6 9.03 6.02 1.07 7.52 09-2015 09-2020
7.25 6.47 8.99 4.77 1.52 6.87 08-2015 08-2020
4.37 5.56 6.4 3.54 1.1 4.97 07-2015 07-2020

Rolling return for 7 year

Average return: 11.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.77 12.74 13.26 12.26 0.35 12.76 06-2018 06-2025
12.62 12.62 13.4 11.85 0.55 12.62 05-2018 05-2025
11.56 12.45 13.45 10.57 1.07 12.01 04-2018 04-2025
11.97 12.41 13.31 11.08 0.8 12.19 03-2018 03-2025
11.56 11.49 12.75 10.32 0.86 11.53 02-2018 02-2025
11.85 11.69 12.83 10.72 0.75 11.77 01-2018 01-2025
12.9 13.02 13.84 12.09 0.62 12.96 12-2017 12-2024
12.67 12.91 13.53 12.05 0.53 12.79 11-2017 11-2024
13.65 13.95 14.85 12.76 0.75 13.8 10-2017 10-2024
14.34 14.51 15.32 13.54 0.63 14.43 09-2017 09-2024
13.77 13.94 14.68 13.03 0.59 13.86 08-2017 08-2024
14.08 13.8 14.75 13.13 0.58 13.94 07-2017 07-2024
12.3 13.92 14.36 11.86 1.05 13.11 06-2017 06-2024
13.01 13.29 13.94 12.36 0.57 13.15 05-2017 05-2024
13.32 13.54 14.05 12.81 0.45 13.43 04-2017 04-2024
13.66 13.61 14.26 13.02 0.44 13.64 03-2017 03-2024
14.13 13.87 14.7 13.3 0.5 14 02-2017 02-2024
14.62 14.31 15.37 13.57 0.65 14.47 01-2017 01-2024
14.35 14.84 15.62 13.58 0.74 14.6 12-2016 12-2023
13.3 12.81 14.29 11.84 0.88 13.06 11-2016 11-2023
12.03 12.31 12.87 11.47 0.5 12.17 10-2016 10-2023
12.29 12.32 13.08 11.53 0.55 12.3 09-2016 09-2023
12.33 12.24 12.8 11.77 0.37 12.29 08-2016 08-2023
12.78 12.67 13.41 12.05 0.48 12.73 07-2016 07-2023
12.84 12.71 13.47 12.09 0.49 12.78 06-2016 06-2023
12.98 12.44 13.53 11.9 0.61 12.71 05-2016 05-2023
12.66 12.38 13.37 11.68 0.61 12.52 04-2016 04-2023
13.27 12.56 14.18 11.66 0.93 12.92 03-2016 03-2023
14.17 13.23 14.98 12.43 0.96 13.7 02-2016 02-2023
13.35 12.56 14.12 11.8 0.87 12.96 01-2016 01-2023
13.01 13.1 13.99 12.12 0.66 13.05 12-2015 12-2022
12.83 12.76 13.58 12.02 0.55 12.8 11-2015 11-2022
11.37 11.64 12.44 10.58 0.66 11.51 10-2015 10-2022
12.08 12.26 13.32 11.02 0.82 12.17 09-2015 09-2022
12.19 11.08 12.96 10.33 1.01 11.64 08-2015 08-2022
9.31 10.28 10.92 8.69 0.86 9.8 07-2015 07-2022
9.7 10.28 11.29 8.7 0.94 9.99 06-2015 06-2022
10.15 10.55 11.5 9.22 0.82 10.36 05-2015 05-2022
10.92 10.78 12.1 9.62 0.88 10.86 04-2015 04-2022
9.56 9.81 11.36 8.04 1.18 9.69 03-2015 03-2022
9.71 10.33 11.19 8.86 0.85 10.02 02-2015 02-2022
11.09 10.72 12.46 9.37 1.1 10.91 01-2015 01-2022
10.89 10.76 12.04 9.62 0.86 10.83 12-2014 12-2021
10.6 11.28 11.9 9.99 0.72 10.94 11-2014 11-2021
12.35 12.16 13.38 11.14 0.79 12.26 10-2014 10-2021
11.74 11.88 12.56 11.07 0.53 11.81 09-2014 09-2021
11.18 11.58 12.46 10.31 0.77 11.38 08-2014 08-2021
11.11 10.69 11.56 10.24 0.49 10.9 07-2014 07-2021
11.44 10.93 11.91 10.46 0.54 11.18 06-2014 06-2021
11.71 10.9 12.99 9.65 1.22 11.31 05-2014 05-2021
11.39 11.85 12.37 10.88 0.55 11.62 04-2014 04-2021
12.61 12.49 13.78 11.33 0.87 12.55 03-2014 03-2021
12.65 13.7 14.63 11.74 1.09 13.18 02-2014 02-2021
12.32 12.78 13.64 11.47 0.78 12.55 01-2014 01-2021
11.29 11.82 12.55 10.57 0.72 11.56 12-2013 12-2020
9.89 10.97 11.93 8.95 1.12 10.43 11-2013 11-2020
10.33 9.65 11.25 8.75 0.92 10 10-2013 10-2020
10.63 9.53 11.81 8.38 1.27 10.09 09-2013 09-2020
11.38 10.65 12.66 9.38 1.19 11.02 08-2013 08-2020
8.89 9.28 10.39 7.79 0.93 9.09 07-2013 07-2020
8.01 8.37 9.57 6.83 0.98 8.2 06-2013 06-2020
5.86 6.37 7.17 5.07 0.76 6.12 05-2013 05-2020
5.67 7.5 8.81 4.39 1.69 6.59 04-2013 04-2020
4.27 9.72 10.72 3.33 3.25 7.01 03-2013 03-2020
10.17 10.59 11.62 9.15 0.89 10.38 02-2013 02-2020
10.49 10.67 11.14 10.03 0.4 10.58 01-2013 01-2020
10.66 10.88 11.27 10.28 0.36 10.77 12-2012 12-2019
11.39 10.92 11.86 10.45 0.53 11.16 11-2012 11-2019
12.42 10.83 13.61 9.66 1.51 11.63 10-2012 10-2019
10.77 10.72 12.23 9.27 1.05 10.75 09-2012 09-2019
10.87 10.82 11.67 10.03 0.58 10.85 08-2012 08-2019
11.82 12.21 13.19 10.85 0.84 12.02 07-2012 07-2019
13.57 12.56 14.23 11.92 0.89 13.07 06-2012 06-2019
12.77 12.5 14.08 11.21 1.02 12.64 05-2012 05-2019
12.22 11.95 12.64 11.53 0.4 12.09 04-2012 04-2019
11.23 11.29 12.39 10.15 0.79 11.27 03-2012 03-2019
10.81 10.21 11.59 9.44 0.79 10.51 02-2012 02-2019
12.68 11.23 13.29 10.63 1.07 11.96 01-2012 01-2019
12.5 11.59 13.49 10.62 1.06 12.05 12-2011 12-2018
12.13 10.8 13.01 9.94 1.18 11.47 11-2011 11-2018
11.3 10.75 12.87 9.21 1.31 11.03 10-2011 10-2018
12.5 12.45 13.79 11.17 0.93 12.48 09-2011 09-2018
13.19 11.32 13.93 10.59 1.35 12.26 08-2011 08-2018
9.97 10.25 11.06 9.16 0.68 10.11 07-2011 07-2018

Rolling return for 10 year

Average return: 10.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.91 11.53 12.25 11.2 0.39 11.72 06-2015 06-2025
11.59 11.46 12.12 10.92 0.43 11.52 05-2015 05-2025
10.32 10.71 11.62 9.41 0.79 10.52 04-2015 04-2025
10.26 10.1 11.18 9.19 0.71 10.18 03-2015 03-2025
10.07 10.29 10.89 9.47 0.51 10.18 02-2015 02-2025
10.94 10.41 11.63 9.74 0.69 10.68 01-2015 01-2025
11.41 11.16 12.06 10.52 0.55 11.29 12-2014 12-2024
10.87 11.03 11.46 10.44 0.37 10.95 11-2014 11-2024
12.04 12.01 12.87 11.2 0.59 12.03 10-2014 10-2024
12.18 12.38 12.85 11.71 0.41 12.28 09-2014 09-2024
12.23 12.23 12.85 11.61 0.44 12.23 08-2014 08-2024
12.45 12.29 12.91 11.83 0.39 12.37 07-2014 07-2024
11.39 12.12 12.81 10.7 0.79 11.75 06-2014 06-2024
12.64 11.82 13.29 11.18 0.8 12.23 05-2014 05-2024
12.59 12.74 13.1 12.23 0.31 12.67 04-2014 04-2024
13.33 12.84 13.75 12.43 0.5 13.09 03-2014 03-2024
13.76 13.5 14.16 13.11 0.38 13.63 02-2014 02-2024
13.37 13.28 13.89 12.76 0.4 13.32 01-2014 01-2024
12.66 13.01 13.53 12.14 0.51 12.84 12-2013 12-2023
12.25 12.26 12.94 11.58 0.48 12.26 11-2013 11-2023
12.7 12.14 13.29 11.56 0.64 12.42 10-2013 10-2023
13.73 12.65 14.29 12.1 0.86 13.19 09-2013 09-2023
14.15 13.04 14.48 12.71 0.74 13.59 08-2013 08-2023
12.98 12.62 13.42 12.18 0.46 12.8 07-2013 07-2023
12.74 12.32 13.18 11.88 0.48 12.53 06-2013 06-2023
11.81 11.6 12.18 11.22 0.35 11.7 05-2013 05-2023
12.2 11.74 12.69 11.25 0.53 11.97 04-2013 04-2023
11.62 11.54 12.25 10.92 0.47 11.58 03-2013 03-2023
11.77 11.6 12.33 11.04 0.46 11.68 02-2013 02-2023
11.36 11.56 11.89 11.03 0.31 11.46 01-2013 01-2023
11.81 12.22 12.49 11.54 0.37 12.02 12-2012 12-2022
12.46 12.32 12.99 11.8 0.42 12.39 11-2012 11-2022
13.18 11.98 13.94 11.23 1.05 12.58 10-2012 10-2022
12.37 12.18 13.25 11.31 0.69 12.28 09-2012 09-2022
12.75 12.69 13.29 12.15 0.4 12.72 08-2012 08-2022
11.91 12.37 13.06 11.23 0.67 12.14 07-2012 07-2022
12.27 12.25 13.41 11.13 0.81 12.27 06-2012 06-2022
12.63 12.49 13.59 11.54 0.73 12.56 05-2012 05-2022
12.56 12.91 13.39 12.08 0.48 12.73 04-2012 04-2022
11.8 12.31 13.08 11.04 0.74 12.06 03-2012 03-2022
12.13 12.2 13.18 11.15 0.72 12.16 02-2012 02-2022
13.88 13.4 14.87 12.43 0.88 13.64 01-2012 01-2022
13.73 13.21 14.56 12.4 0.79 13.48 12-2011 12-2021
13.72 13.08 14.65 12.16 0.91 13.4 11-2011 11-2021
13.95 13.17 14.68 12.45 0.84 13.56 10-2011 10-2021
13.61 13.26 14.2 12.68 0.55 13.44 09-2011 09-2021
12.87 11.94 13.77 11.05 1.02 12.41 08-2011 08-2021
11.02 10.77 11.34 10.45 0.33 10.89 07-2011 07-2021
11.51 10.9 11.84 10.57 0.5 11.21 06-2011 06-2021
10.46 10.45 11.34 9.58 0.62 10.46 05-2011 05-2021
9.53 9.73 10.21 9.06 0.41 9.63 04-2011 04-2021
10.31 10.08 11.11 9.28 0.65 10.2 03-2011 03-2021
10.19 10.67 11.54 9.33 0.8 10.43 02-2011 02-2021
9.64 9.09 10.54 8.2 0.85 9.37 01-2011 01-2021
8.52 8.6 9.38 7.75 0.58 8.56 12-2010 12-2020
7.34 7.57 8.73 6.19 0.9 7.46 11-2010 11-2020
6.69 6.71 7.31 6.09 0.43 6.7 10-2010 10-2020
7.16 6.7 7.96 5.92 0.74 6.94 09-2010 09-2020
7.36 7.83 8.23 6.97 0.48 7.6 08-2010 08-2020
7.02 7.55 8.06 6.52 0.58 7.29 07-2010 07-2020
6.76 7 7.84 5.93 0.68 6.88 06-2010 06-2020
6.29 6.16 7.21 5.25 0.69 6.23 05-2010 05-2020
4.55 6.24 6.72 4.08 1.11 5.4 04-2010 04-2020
4.29 7.93 8.76 3.49 2.26 6.12 03-2010 03-2020
9.1 9.39 10.11 8.39 0.62 9.25 02-2010 02-2020
9.61 8.88 10.06 8.43 0.63 9.25 01-2010 01-2020
9.12 8.94 9.54 8.52 0.37 9.03 12-2009 12-2019
10.03 9 10.36 8.67 0.7 9.52 11-2009 11-2019
8.99 8.71 9.81 7.91 0.68 8.86 10-2009 10-2019
8.83 8.68 9.84 7.69 0.76 8.76 09-2009 09-2019
9.35 8.95 9.89 8.41 0.54 9.15 08-2009 08-2019
10.87 9.88 11.82 8.95 1.07 10.38 07-2009 07-2019
10.87 9.94 11.32 9.49 0.73 10.4 06-2009 06-2019
12.31 10.32 13.22 9.43 1.51 11.32 05-2009 05-2019
14.56 12.92 14.86 12.62 0.98 13.74 04-2009 04-2019
15.59 14.05 16.44 13.23 1.26 14.83 03-2009 03-2019
14.74 14.11 15.3 13.55 0.66 14.43 02-2009 02-2019
14.8 13.32 15.23 12.89 0.98 14.06 01-2009 01-2019
14.93 13.45 15.63 12.76 1.14 14.19 12-2008 12-2018
15.24 12.92 15.87 12.3 1.51 14.08 11-2008 11-2018
16.08 10.68 17.22 9.6 3.3 13.39 10-2008 10-2018
11.31 9.93 12.21 9.06 1.22 10.63 09-2008 09-2018
10.33 9.72 10.84 9.22 0.61 10.03 08-2008 08-2018
10.84 9.61 11.61 8.86 1.07 10.23 07-2008 07-2018
10.13 8.3 10.48 7.95 1.1 9.21 06-2008 06-2018
8.05 7.51 8.57 6.99 0.59 7.78 05-2008 05-2018
8.13 7.48 8.8 6.81 0.74 7.81 04-2008 04-2018
8.34 7.26 8.95 6.66 0.9 7.8 03-2008 03-2018
7.9 7.2 8.75 6.36 0.88 7.55 02-2008 02-2018
8.87 5.8 9.65 5.05 1.96 7.34 01-2008 01-2018
5.86 5.49 6.4 4.96 0.53 5.68 12-2007 12-2017
6.47 5.73 6.88 5.32 0.61 6.1 11-2007 11-2017
6.99 5.68 7.58 5.1 0.99 6.34 10-2007 10-2017
8.1 7.25 8.64 6.72 0.74 7.68 09-2007 09-2017
9.24 8.38 9.74 7.89 0.72 8.81 08-2007 08-2017
8.29 8.09 8.92 7.46 0.52 8.19 07-2007 07-2017
8.71 8.33 9 8.03 0.37 8.52 06-2007 06-2017
8.82 8.4 9.26 7.97 0.48 8.61 05-2007 05-2017
9.64 8.31 9.98 7.96 0.86 8.97 04-2007 04-2017
9.56 8.98 10 8.55 0.55 9.27 03-2007 03-2017
8.8 7.78 9.35 7.24 0.83 8.29 02-2007 02-2017
7.81 7.6 8.51 6.92 0.57 7.71 01-2007 01-2017
8 7.41 8.51 6.91 0.6 7.71 12-2006 12-2016
7.8 8.11 8.78 7.13 0.59 7.96 11-2006 11-2016
9.26 8.82 9.64 8.44 0.45 9.04 10-2006 10-2016
9.9 9.55 10.42 9.03 0.51 9.73 09-2006 09-2016
10.59 9.83 10.97 9.45 0.6 10.21 08-2006 08-2016
11.16 10.46 11.66 9.95 0.65 10.81 07-2006 07-2016
11.81 10.24 12.34 9.72 1.08 11.03 06-2006 06-2016
10.24 8.09 10.99 7.36 1.49 9.17 05-2006 05-2016
8.61 8.3 9.28 7.64 0.59 8.46 04-2006 04-2016
8.67 8.52 9.76 7.44 0.82 8.6 03-2006 03-2016
8.83 9.42 10.01 8.25 0.66 9.13 02-2006 02-2016
10.03 10.25 11.1 9.19 0.68 10.14 01-2006 01-2016
11.07 10.82 11.69 10.21 0.53 10.95 12-2005 12-2015
12.54 11.52 13.11 10.96 0.84 12.03 11-2005 11-2015
13.14 12.06 13.71 11.5 0.87 12.6 10-2005 10-2015
12.21 11.83 12.95 11.09 0.67 12.02 09-2005 09-2015
12.82 13.52 14.15 12.19 0.74 13.17 08-2005 08-2015
14.37 14.01 14.83 13.55 0.47 14.19 07-2005 07-2015

Rolling return for 12 year

Average return: 10.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.13 12.69 13.42 12.41 0.39 12.91 06-2013 06-2025
12.36 12.32 12.81 11.87 0.33 12.34 05-2013 05-2025
12.18 12.48 13.28 11.38 0.68 12.33 04-2013 04-2025
12.05 12.24 12.83 11.46 0.49 12.14 03-2013 03-2025
12 12.09 12.7 11.4 0.46 12.05 02-2013 02-2025
11.86 12.16 12.44 11.59 0.32 12.01 01-2013 01-2025
12.31 12.63 12.86 12.09 0.29 12.47 12-2012 12-2024
12.69 12.63 13.19 12.14 0.37 12.66 11-2012 11-2024
14.21 13.26 14.91 12.57 0.89 13.74 10-2012 10-2024
13.86 13.52 14.43 12.96 0.53 13.69 09-2012 09-2024
13.62 13.64 14.15 13.11 0.37 13.63 08-2012 08-2024
13.9 13.71 14.29 13.32 0.35 13.8 07-2012 07-2024
13.27 13.51 14.48 12.31 0.77 13.39 06-2012 06-2024
13.47 13.09 14.02 12.55 0.54 13.28 05-2012 05-2024
12.76 12.78 13.18 12.36 0.29 12.77 04-2012 04-2024
12.76 12.47 13.11 12.12 0.36 12.62 03-2012 03-2024
12.64 12.15 12.97 11.83 0.44 12.4 02-2012 02-2024
13.58 12.79 14.01 12.37 0.64 13.19 01-2012 01-2024
13.26 12.87 13.99 12.15 0.66 13.07 12-2011 12-2023
12.45 11.73 13.02 11.17 0.7 12.09 11-2011 11-2023
12.21 11.46 12.7 10.97 0.67 11.84 10-2011 10-2023
12.35 12.04 12.81 11.58 0.45 12.2 09-2011 09-2023
12.42 11.18 12.69 10.9 0.77 11.8 08-2011 08-2023
11.07 10.96 11.43 10.6 0.3 11.02 07-2011 07-2023
11.14 10.72 11.51 10.36 0.43 10.93 06-2011 06-2023
10.7 10.27 11.01 9.96 0.4 10.48 05-2011 05-2023
9.71 9.72 10.11 9.32 0.28 9.71 04-2011 04-2023
10.02 9.68 10.54 9.17 0.5 9.85 03-2011 03-2023
10.55 10.29 11.01 9.83 0.43 10.42 02-2011 02-2023
10.22 9.44 10.65 9.01 0.64 9.83 01-2011 01-2023
9.91 9.81 10.46 9.25 0.43 9.86 12-2010 12-2022
10.05 9.49 10.48 9.07 0.54 9.77 11-2010 11-2022
9.08 9.18 9.7 8.57 0.4 9.13 10-2010 10-2022
9.89 9.52 10.6 8.82 0.64 9.71 09-2010 09-2022
10.2 10.3 10.64 9.86 0.28 10.25 08-2010 08-2022
9.49 9.99 10.42 9.06 0.51 9.74 07-2010 07-2022
9.77 9.97 10.7 9.05 0.59 9.87 06-2010 06-2022
10.43 10.31 11.21 9.53 0.6 10.37 05-2010 05-2022
10.35 10.61 11.03 9.93 0.4 10.48 04-2010 04-2022
10.11 10.45 11.16 9.4 0.63 10.28 03-2010 03-2022
10.91 11.17 11.78 10.31 0.53 11.04 02-2010 02-2022
11.09 10.89 11.89 10.09 0.64 10.99 01-2010 01-2022
10.51 10.68 11.18 10.01 0.42 10.59 12-2009 12-2021
11.51 11.12 12.28 10.37 0.69 11.32 11-2009 11-2021
11.58 11.24 12.17 10.65 0.55 11.41 10-2009 10-2021
11.59 11.08 12.06 10.61 0.54 11.34 09-2009 09-2021
11.36 11.31 12.11 10.57 0.54 11.34 08-2009 08-2021
12.15 10.79 12.42 10.52 0.83 11.47 07-2009 07-2021
11.59 10.71 11.87 10.44 0.59 11.15 06-2009 06-2021
12.58 10.9 13.32 10.17 1.26 11.74 05-2009 05-2021
13.91 12.87 14.49 12.3 0.86 13.39 04-2009 04-2021
15.47 14.18 16.17 13.49 1.05 14.83 03-2009 03-2021
14.55 14.72 15.72 13.56 0.77 14.64 02-2009 02-2021
14.56 13.74 15.34 12.97 0.89 14.15 01-2009 01-2021
14.43 13.37 15.19 12.63 0.98 13.9 12-2008 12-2020
13.6 12.38 14.82 11.18 1.36 12.99 11-2008 11-2020
14.42 9.61 14.98 9.08 2.69 12.02 10-2008 10-2020
9.29 8.11 9.97 7.45 0.98 8.71 09-2008 09-2020
8.25 8.07 8.98 7.34 0.58 8.16 08-2008 08-2020
8.69 7.93 9.56 7.07 0.92 8.31 07-2008 07-2020
7.47 6.59 8.37 5.7 0.99 7.03 06-2008 06-2020
5.18 5.08 5.94 4.32 0.57 5.13 05-2008 05-2020
4.73 5.45 6.53 3.66 1.05 5.09 04-2008 04-2020
4.42 6.75 8.14 3.07 1.97 5.6 03-2008 03-2020
7.29 6.83 8.11 6.01 0.76 7.06 02-2008 02-2020
8.57 5.75 8.94 5.39 1.6 7.16 01-2008 01-2020
6.31 5.89 6.65 5.55 0.42 6.1 12-2007 12-2019
6.74 6.04 7.01 5.78 0.5 6.39 11-2007 11-2019
6.86 5.94 7.53 5.29 0.86 6.41 10-2007 10-2019
7.57 7.24 8.39 6.42 0.71 7.41 09-2007 09-2019
8.49 7.81 8.94 7.37 0.6 8.15 08-2007 08-2019
8.13 8.21 8.91 7.44 0.52 8.17 07-2007 07-2019
9.07 8.87 9.44 8.51 0.34 8.97 06-2007 06-2019
8.93 8.95 9.66 8.22 0.51 8.94 05-2007 05-2019
10.16 8.99 10.4 8.76 0.71 9.58 04-2007 04-2019
9.72 9.53 10.38 8.87 0.54 9.62 03-2007 03-2019
9.22 8.35 9.66 7.91 0.69 8.79 02-2007 02-2019
8.83 8.41 9.17 8.08 0.41 8.62 01-2007 01-2019
9.04 8.68 9.6 8.13 0.54 8.86 12-2006 12-2018
8.85 8.78 9.35 8.29 0.38 8.82 11-2006 11-2018
9.12 9.33 10.02 8.44 0.56 9.23 10-2006 10-2018
10.35 10.35 11.08 9.62 0.52 10.35 09-2006 09-2018
11.29 10.75 11.71 10.33 0.52 11.02 08-2006 08-2018
11.48 11.11 12.13 10.47 0.6 11.3 07-2006 07-2018
12.4 10.94 12.7 10.64 0.89 11.67 06-2006 06-2018
11.26 9.26 11.7 8.83 1.24 10.26 05-2006 05-2018
9.81 9.56 10.38 8.99 0.5 9.69 04-2006 04-2018
10.32 9.78 10.83 9.27 0.58 10.05 03-2006 03-2018
11.03 11.26 11.76 10.53 0.44 11.14 02-2006 02-2018
11.61 11.56 12.28 10.9 0.49 11.59 01-2006 01-2018
11.76 11.5 12.23 11.04 0.43 11.63 12-2005 12-2017
12.85 11.88 13.21 11.52 0.69 12.37 11-2005 11-2017
12.84 11.99 13.35 11.48 0.73 12.42 10-2005 10-2017
12.4 11.92 12.86 11.46 0.52 12.16 09-2005 09-2017
12.75 12.65 13.18 12.23 0.34 12.7 08-2005 08-2017
13.13 13 13.68 12.46 0.43 13.07 07-2005 07-2017
13.53 13.06 13.79 12.8 0.39 13.29 06-2005 06-2017
14.13 13.55 14.51 13.17 0.52 13.84 05-2005 05-2017
13.94 13.34 14.24 13.04 0.47 13.64 04-2005 04-2017
13.34 12.76 13.72 12.39 0.51 13.05 03-2005 03-2017

Rolling return for 15 year

Average return: 10.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.23 10.87 11.45 10.64 0.31 11.05 06-2010 06-2025
11.33 10.96 11.69 10.6 0.41 11.14 05-2010 05-2025
10.06 10.6 10.93 9.73 0.47 10.33 04-2010 04-2025
10.47 10.51 11.08 9.9 0.42 10.49 03-2010 03-2025
10.91 10.98 11.46 10.43 0.37 10.95 02-2010 02-2025
10.99 10.65 11.45 10.2 0.46 10.82 01-2010 01-2025
10.94 10.96 11.37 10.54 0.29 10.95 12-2009 12-2024
11.51 10.99 11.91 10.59 0.5 11.25 11-2009 11-2024
11.53 11.33 12.07 10.78 0.46 11.43 10-2009 10-2024
11.91 11.57 12.36 11.12 0.45 11.74 09-2009 09-2024
12.02 11.8 12.44 11.38 0.38 11.91 08-2009 08-2024
12.84 11.83 13.15 11.53 0.67 12.34 07-2009 07-2024
11.53 11.55 12.48 10.6 0.66 11.54 06-2009 06-2024
13.02 11.51 13.46 11.08 1 12.27 05-2009 05-2024
14.22 13.26 14.56 12.92 0.67 13.74 04-2009 04-2024
15.38 14.08 15.66 13.8 0.8 14.73 03-2009 03-2024
14.91 14.39 15.18 14.12 0.42 14.65 02-2009 02-2024
14.81 13.88 15.16 13.54 0.66 14.35 01-2009 01-2024
14.73 13.86 15.32 13.28 0.78 14.3 12-2008 12-2023
14.46 12.96 14.92 12.5 1.01 13.71 11-2008 11-2023
15.21 11.27 15.61 10.88 2.18 13.24 10-2008 10-2023
11.59 10.44 11.96 10.08 0.78 11.02 09-2008 09-2023
10.67 10.14 10.89 9.92 0.39 10.41 08-2008 08-2023
11.44 10.39 11.72 10.1 0.68 10.91 07-2008 07-2023
10.7 9.52 10.98 9.23 0.75 10.11 06-2008 06-2023
9.23 8.76 9.47 8.51 0.38 8.99 05-2008 05-2023
9.19 8.62 9.51 8.31 0.47 8.91 04-2008 04-2023
9.24 8.52 9.65 8.11 0.6 8.88 03-2008 03-2023
8.9 8.22 9.26 7.86 0.55 8.56 02-2008 02-2023
9.52 7.28 9.87 6.95 1.3 8.4 01-2008 01-2023
7.91 7.73 8.34 7.29 0.38 7.82 12-2007 12-2022
8.35 7.9 8.69 7.57 0.43 8.13 11-2007 11-2022
8.44 7.64 8.92 7.16 0.68 8.04 10-2007 10-2022
9.25 8.87 9.81 8.31 0.55 9.06 09-2007 09-2022
10.19 9.63 10.54 9.28 0.49 9.91 08-2007 08-2022
8.92 9.1 9.66 8.37 0.46 9.01 07-2007 07-2022
9.12 9.4 9.85 8.67 0.43 9.26 06-2007 06-2022
9.6 9.64 10.22 9.02 0.42 9.62 05-2007 05-2022
10.79 10.2 11.34 9.66 0.63 10.5 04-2007 04-2022
10.4 10.55 11.24 9.71 0.54 10.48 03-2007 03-2022
10.4 10.03 11.09 9.34 0.63 10.21 02-2007 02-2022
10.37 10.39 11 9.76 0.44 10.38 01-2007 01-2022
10.53 10.31 11.06 9.78 0.46 10.42 12-2006 12-2021
10.53 10.68 11.14 10.07 0.38 10.61 11-2006 11-2021
11.29 11.2 11.76 10.73 0.37 11.24 10-2006 10-2021
11.51 11.3 11.89 10.92 0.35 11.41 09-2006 09-2021
11.45 11.28 12.05 10.69 0.48 11.37 08-2006 08-2021
11.89 11.29 12.1 11.08 0.42 11.59 07-2006 07-2021
12.63 11.44 12.85 11.22 0.71 12.04 06-2006 06-2021
11.29 9.93 11.88 9.35 1.02 10.61 05-2006 05-2021
10.21 10.01 10.66 9.56 0.4 10.11 04-2006 04-2021
10.8 10.49 11.33 9.96 0.5 10.64 03-2006 03-2021
10.81 11.32 11.72 10.42 0.49 11.07 02-2006 02-2021
11.15 11.19 11.76 10.59 0.41 11.17 01-2006 01-2021
11.19 11.19 11.77 10.61 0.41 11.19 12-2005 12-2020
11.15 11.06 12.11 10.11 0.71 11.11 11-2005 11-2020
11.2 10.56 11.63 10.13 0.58 10.88 10-2005 10-2020
10.59 10.4 11.14 9.86 0.46 10.5 09-2005 09-2020
10.94 11.12 11.53 10.52 0.36 11.03 08-2005 08-2020
10.94 11.12 11.65 10.41 0.44 11.03 07-2005 07-2020
10.76 10.93 11.5 10.19 0.47 10.84 06-2005 06-2020
10.77 10.66 11.41 10.03 0.49 10.72 05-2005 05-2020
10.12 10.94 11.64 9.43 0.83 10.53 04-2005 04-2020
9.33 11.67 12.43 8.59 1.59 10.5 03-2005 03-2020