NIFTY CHEMICALS

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 8.58
Weighted mean CAGR by duration 20.99
Mean CAGR 21.19
Standard deviation CAGR 2.47
Range for CAGR 7.88

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.06 41.17 17.66 17.12
3 year 1.14 45.34 22.48 22.81
5 year 14.83 35.21 24.85 25.00
7 year 14.68 30.83 22.95 23.32
10 year 9.81 29.09 20.38 20.40
12 year 11.40 29.41 21.16 20.01
15 year 14.27 26.72 19.73 19.64

Rolling return for 1 year

Average return: 17.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.57 9.24 24.85 6.37 7.86 15.51 06-2024 06-2025
16.2 14.37 22.22 8.74 4.81 15.38 05-2024 05-2025
4.43 10.87 17.01 -1.06 6.78 7.81 04-2024 04-2025
6.2 12.26 18.11 0.93 6.44 9.38 03-2024 03-2025
7.23 14.75 19.52 2.94 6.44 11.11 02-2024 02-2025
9.07 8.2 17.32 0.59 5.93 8.79 01-2024 01-2025
11.28 13.71 20.15 5.31 5.32 12.61 12-2023 12-2024
21.63 23.11 32.95 12.63 7.21 22.58 11-2023 11-2024
27.57 31.11 41.17 18.48 8.12 29.58 10-2023 10-2024
26.19 24.23 31.3 19.39 4.27 25.28 09-2023 09-2024
22.64 22.33 28.91 16.38 4.43 22.56 08-2023 08-2024
23.62 26 31.99 18.01 5.01 24.91 07-2023 07-2024

Rolling return for 3 year

Average return: 22.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.62 12.53 16.65 11.53 2.11 14.08 06-2022 06-2025
12.13 9.33 14.03 7.51 2.51 10.75 05-2022 05-2025
4.47 6.35 8.51 2.39 2.26 5.43 04-2022 04-2025
7.52 5.4 11.4 1.73 3.5 6.51 03-2022 03-2025
6.56 5.95 10.49 2.19 2.94 6.3 02-2022 02-2025
4.9 3.62 7.48 1.14 2.29 4.29 01-2022 01-2025
8.56 8.09 11.37 5.36 2.13 8.34 12-2021 12-2024
9.31 10.23 12.6 7 2.01 9.79 11-2021 11-2024
9.22 8.03 12.97 4.44 3.05 8.67 10-2021 10-2024
11.05 11 12.53 9.55 1.05 11.03 09-2021 09-2024
11.3 11.17 13.16 9.34 1.35 11.24 08-2021 08-2024
12.9 12.56 15.4 10.13 1.87 12.75 07-2021 07-2024
10.8 13.78 15.84 8.82 2.7 12.31 06-2021 06-2024
12.57 13.24 15.09 10.76 1.55 12.91 05-2021 05-2024
17.05 14.75 19.17 12.71 2.42 15.92 04-2021 04-2024
16.76 16.54 18.76 14.58 1.48 16.66 03-2021 03-2024
20.98 18.09 22.64 16.5 2.4 19.55 02-2021 02-2024
22.17 22.31 25.51 19.06 2.28 22.26 01-2021 01-2024
24.6 24.04 26.91 21.79 1.82 24.34 12-2020 12-2023
25.04 24.53 28.29 21.38 2.45 24.81 11-2020 11-2023
25.41 26.8 28.54 23.72 1.77 26.12 10-2020 10-2023
28.67 27.27 31.07 24.94 2.22 27.99 09-2020 09-2023
31.67 27.71 33.99 25.5 3.31 29.72 08-2020 08-2023
33.62 33.28 35.7 31.23 1.58 33.46 07-2020 07-2023
35.38 35.24 36.93 33.7 1.14 35.31 06-2020 06-2023
37.28 36.07 38.81 34.58 1.56 36.69 05-2020 05-2023
41.14 33.86 43.62 31.55 4.98 37.54 04-2020 04-2023
43.13 29.39 44.72 27.98 7.66 36.31 03-2020 03-2023
30.48 30.49 32.74 28.27 1.58 30.49 02-2020 02-2023
33.87 31.64 37.13 28.51 3.15 32.79 01-2020 01-2023
37.57 39.4 41.63 35.41 2.29 38.5 12-2019 12-2022
39.07 38.78 41.05 36.83 1.5 38.93 11-2019 11-2022
40.55 38.52 41.83 37.26 1.77 39.54 10-2019 10-2022
41.68 40.99 45.34 37.43 2.81 41.36 09-2019 09-2022
42.02 42.12 44.54 39.65 1.73 42.08 08-2019 08-2022
35.2 37.49 40.81 32.01 3.22 36.38 07-2019 07-2022

Rolling return for 5 year

Average return: 25
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.24 25.97 26.92 25.31 0.58 26.11 06-2020 06-2025
26.59 26.35 27.87 25.08 0.99 26.47 05-2020 05-2025
27.11 24.66 30.03 21.85 3.02 25.91 04-2020 04-2025
27.44 21.72 30.18 19.16 4.39 24.62 03-2020 03-2025
20.48 21.86 23.12 19.24 1.46 21.18 02-2020 02-2025
23.05 21.83 24.86 20.07 1.75 22.45 01-2020 01-2025
25.11 25.84 27.04 23.92 1.13 25.48 12-2019 12-2024
24.84 25.85 27.08 23.63 1.27 25.35 11-2019 11-2024
26.33 27.09 28.91 24.55 1.56 26.72 10-2019 10-2024
28.37 27.05 29.39 26.05 1.27 27.71 09-2019 09-2024
28.12 28.1 29.41 26.83 0.91 28.11 08-2019 08-2024
27.71 27.55 29.39 25.89 1.24 27.64 07-2019 07-2024
23.33 25.22 26.67 21.92 1.81 24.29 06-2019 06-2024
24.62 23.59 26.28 21.96 1.57 24.11 05-2019 05-2024
24.22 24.41 25.57 23.07 0.89 24.32 04-2019 04-2024
24.14 23.55 25.41 22.3 1.12 23.85 03-2019 03-2024
25.1 23.34 26.13 22.34 1.48 24.23 02-2019 02-2024
23.05 23.26 25.06 21.28 1.34 23.16 01-2019 01-2024
23.12 22.77 24.48 21.42 1.09 22.95 12-2018 12-2023
21.1 21.57 22.97 19.72 1.16 21.34 11-2018 11-2023
22.79 22.64 24.61 20.84 1.33 22.72 10-2018 10-2023
22.45 21.29 23.82 19.96 1.43 21.88 09-2018 09-2023
20.75 20.8 22.02 19.54 0.88 20.78 08-2018 08-2023
21.99 21.57 23.13 20.44 0.96 21.78 07-2018 07-2023
22.48 21.24 23.32 20.41 1.12 21.86 06-2018 06-2023
20.44 19.58 21.24 18.79 0.92 20.01 05-2018 05-2023
20.07 19.38 21.33 18.14 1.15 19.73 04-2018 04-2023
20.5 20.39 21.3 19.6 0.6 20.45 03-2018 03-2023
20.41 20.07 21.66 18.84 1 20.25 02-2018 02-2023
18.93 18.98 20.66 17.28 1.2 18.96 01-2018 01-2023
21.34 21.42 23.48 19.32 1.47 21.39 12-2017 12-2022
23.31 23.11 24.36 22.07 0.81 23.21 11-2017 11-2022
26.7 23.98 27.4 23.3 1.74 25.34 10-2017 10-2022
27.24 27.54 29.2 25.6 1.28 27.39 09-2017 09-2022
27.82 27.76 29.17 26.42 0.97 27.79 08-2017 08-2022
23.15 25.63 26.19 22.61 1.54 24.39 07-2017 07-2022
23.24 24.95 25.93 22.28 1.43 24.1 06-2017 06-2022
25.47 26.76 28.68 23.6 1.85 26.13 05-2017 05-2022
28.38 28.7 29.93 27.16 0.99 28.54 04-2017 04-2022
26.74 29.35 31.02 25.12 2.28 28.06 03-2017 03-2022
27.83 30.09 31.08 26.86 1.69 28.96 02-2017 02-2022
32.28 32.65 35.21 29.77 1.93 32.48 01-2017 01-2022
31.83 32.6 34.22 30.24 1.43 32.22 12-2016 12-2021
31.93 29.56 33.62 27.91 2.19 30.75 11-2016 11-2021
29.45 31.87 32.97 28.38 1.83 30.67 10-2016 10-2021
31.03 30.78 32.11 29.71 0.85 30.91 09-2016 09-2021
31.3 29.94 32.71 28.56 1.54 30.63 08-2016 08-2021
30.04 31.28 31.99 29.34 1.03 30.66 07-2016 07-2021
30.06 30.04 31.47 28.64 1 30.05 06-2016 06-2021
30.29 29.69 31.56 28.44 1.12 30 05-2016 05-2021
29.26 30.02 32.22 27.1 1.83 29.65 04-2016 04-2021
29.44 28.95 30.91 27.5 1.22 29.2 03-2016 03-2021
26.95 27.55 29.86 24.7 1.84 27.27 02-2016 02-2021
26.02 24.65 27.98 22.74 1.91 25.35 01-2016 01-2021
23.36 23.46 25.06 21.78 1.16 23.41 12-2015 12-2020
20.33 21.74 22.5 19.59 1.14 21.04 11-2015 11-2020
19.61 19.98 20.59 19 0.58 19.8 10-2015 10-2020
20.94 21.52 23.09 19.39 1.32 21.23 09-2015 09-2020
18.39 18.72 21.85 15.35 2.3 18.58 08-2015 08-2020
16.56 16.08 17.82 14.83 1.07 16.32 07-2015 07-2020

Rolling return for 7 year

Average return: 23.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.9 18.9 20.36 18.45 0.76 19.4 06-2018 06-2025
17.99 17.68 18.85 16.84 0.72 17.84 05-2018 05-2025
16.68 17.23 18.59 15.34 1.17 16.96 04-2018 04-2025
16.5 17.65 18.28 15.88 0.94 17.08 03-2018 03-2025
16.38 17.1 18.2 15.29 1.06 16.74 02-2018 02-2025
15.83 15.88 17.05 14.68 0.84 15.86 01-2018 01-2025
17.52 17.4 18.82 16.12 0.96 17.47 12-2017 12-2024
18.15 18.8 19.66 17.3 0.87 18.48 11-2017 11-2024
20.94 20.34 22.7 18.61 1.46 20.65 10-2017 10-2024
22.28 21.84 22.98 21.15 0.67 22.06 09-2017 09-2024
22.38 22.29 23.26 21.42 0.65 22.34 08-2017 08-2024
21.43 22.19 22.57 21.05 0.6 21.81 07-2017 07-2024
20.15 21.78 22.46 19.48 1.2 20.97 06-2017 06-2024
20.89 20.73 22.04 19.59 0.87 20.81 05-2017 05-2024
21.04 21.16 21.98 20.23 0.62 21.1 04-2017 04-2024
21.14 20.9 22.02 20.03 0.71 21.02 03-2017 03-2024
21.24 21.29 21.95 20.59 0.48 21.27 02-2017 02-2024
23.11 22.85 24.54 21.44 1.1 22.98 01-2017 01-2024
24.27 24.18 25.25 23.2 0.73 24.23 12-2016 12-2023
23.13 21.77 24.49 20.44 1.51 22.46 11-2016 11-2023
20.61 21.17 21.89 19.89 0.73 20.89 10-2016 10-2023
22.72 22.8 23.7 21.84 0.66 22.77 09-2016 09-2023
23.52 22.59 24.45 21.67 1.04 23.06 08-2016 08-2023
23.29 23.63 24.11 22.81 0.48 23.46 07-2016 07-2023
24.97 24.61 25.58 24 0.57 24.79 06-2016 06-2023
25.68 25 26.28 24.4 0.71 25.34 05-2016 05-2023
26.28 25.7 27.22 24.77 0.89 25.99 04-2016 04-2023
27.1 26.33 27.7 25.74 0.74 26.72 03-2016 03-2023
27.51 26.82 28.45 25.89 0.94 27.17 02-2016 02-2023
27.16 26.08 28.48 24.78 1.36 26.62 01-2016 01-2023
26.64 27.06 28.23 25.48 0.98 26.85 12-2015 12-2022
26.98 27.19 27.75 26.42 0.48 27.09 11-2015 11-2022
26.96 26.99 27.45 26.5 0.34 26.98 10-2015 10-2022
28.14 28.37 29.55 26.97 0.92 28.26 09-2015 09-2022
27.25 25.85 28.21 24.9 1.27 26.55 08-2015 08-2022
24.42 25.26 26.6 23.1 1.27 24.84 07-2015 07-2022
24.88 25.9 26.82 23.97 1.07 25.39 06-2015 06-2022
24.97 26.4 27.25 24.14 1.21 25.69 05-2015 05-2022
27.37 26.97 28.47 25.88 0.93 27.17 04-2015 04-2022
24.93 26.54 27.93 23.57 1.64 25.74 03-2015 03-2022
25.06 26.47 27.33 24.22 1.21 25.77 02-2015 02-2022
26.61 27.35 28.6 25.37 1.17 26.98 01-2015 01-2022
26.72 26.64 28.36 25.03 1.18 26.69 12-2014 12-2021
26.19 26.59 27.35 25.44 0.69 26.39 11-2014 11-2021
27.56 29.29 30.02 26.84 1.28 28.43 10-2014 10-2021
27.51 27.08 28.26 26.34 0.7 27.3 09-2014 09-2021
28.39 27.33 29.37 26.37 1.12 27.87 08-2014 08-2021
28.71 28.47 30.09 27.11 1.06 28.59 07-2014 07-2021
29.13 28.18 30.13 27.2 1.09 28.66 06-2014 06-2021
29.93 28.42 30.83 27.53 1.28 29.18 05-2014 05-2021
28.45 29.63 30.54 27.54 1.14 29.04 04-2014 04-2021
28.92 28.52 29.96 27.49 0.88 28.72 03-2014 03-2021
27.45 28.79 29.53 26.72 1.1 28.12 02-2014 02-2021
27.21 27.45 28.63 26.05 0.92 27.33 01-2014 01-2021
26.03 26.63 27.27 25.39 0.7 26.33 12-2013 12-2020
24.55 25.54 26.15 23.95 0.85 25.05 11-2013 11-2020
25.92 25 26.66 24.27 0.91 25.46 10-2013 10-2020
27.01 27.14 28.62 25.55 1.09 27.08 09-2013 09-2020
25.23 26.09 27.83 23.52 1.55 25.67 08-2013 08-2020
22.5 22.05 23.46 21.11 0.85 22.28 07-2013 07-2020
22.22 21.4 22.87 20.75 0.8 21.81 06-2013 06-2020
19.96 20.06 20.99 19.04 0.69 20.01 05-2013 05-2020
18.4 21.26 22.02 17.66 1.84 19.83 04-2013 04-2020
17.5 22.61 23.27 16.87 2.9 20.06 03-2013 03-2020
22.24 21.83 23.14 20.94 0.79 22.04 02-2013 02-2020
20.23 21.17 22.35 19.07 1.21 20.71 01-2013 01-2020
19.24 19.69 20.06 18.88 0.45 19.47 12-2012 12-2019
20.41 20.53 21.25 19.7 0.55 20.47 11-2012 11-2019
20.02 20.63 21.24 19.41 0.68 20.32 10-2012 10-2019
20.18 20.87 21.76 19.3 0.9 20.53 09-2012 09-2019
20.16 20.32 21.03 19.45 0.56 20.24 08-2012 08-2019
20.7 21.22 21.94 19.99 0.71 20.96 07-2012 07-2019
22.18 22.6 23.18 21.6 0.58 22.39 06-2012 06-2019
21.11 21.87 22.99 20.01 1.09 21.5 05-2012 05-2019
20.96 21.1 21.77 20.3 0.52 21.03 04-2012 04-2019
20.4 21.07 21.69 19.78 0.72 20.73 03-2012 03-2019
20.24 20.78 22.18 18.86 1.19 20.52 02-2012 02-2019
23.25 23.06 24.53 21.79 0.97 23.16 01-2012 01-2019
23.69 22.64 24.92 21.42 1.29 23.17 12-2011 12-2018
22.05 21.9 23.05 20.91 0.76 21.98 11-2011 11-2018
20.41 20.93 21.79 19.56 0.81 20.67 10-2011 10-2018
21.15 22.18 22.94 20.4 0.97 21.67 09-2011 09-2018
22.08 21.61 22.96 20.74 0.8 21.85 08-2011 08-2018
19.7 19.95 20.79 18.86 0.69 19.82 07-2011 07-2018

Rolling return for 10 year

Average return: 20.4
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.03 21.73 22.35 21.4 0.35 21.88 06-2015 06-2025
20.97 21.02 21.58 20.41 0.41 20.99 05-2015 05-2025
20.01 20.4 21.39 19.03 0.85 20.21 04-2015 04-2025
19.43 19.79 20.71 18.52 0.78 19.61 03-2015 03-2025
19.2 19.93 20.5 18.63 0.71 19.56 02-2015 02-2025
19.66 19.71 20.54 18.84 0.6 19.69 01-2015 01-2025
20.98 20.76 21.91 19.84 0.74 20.87 12-2014 12-2024
20.87 21.44 21.95 20.36 0.6 21.16 11-2014 11-2024
21.75 22.51 22.99 21.27 0.66 22.13 10-2014 10-2024
22.33 22.03 22.82 21.54 0.46 22.18 09-2014 09-2024
23 22.25 23.62 21.64 0.75 22.63 08-2014 08-2024
23.75 23.47 24.56 22.67 0.68 23.61 07-2014 07-2024
23.33 23.68 24.99 22.04 1.05 23.51 06-2014 06-2024
24.46 23.66 25.29 22.85 0.91 24.06 05-2014 05-2024
24.91 24.97 25.59 24.3 0.46 24.94 04-2014 04-2024
25.14 24.8 25.78 24.17 0.58 24.97 03-2014 03-2024
25.48 25.48 25.99 24.97 0.36 25.48 02-2014 02-2024
25.68 25.89 26.7 24.87 0.65 25.79 01-2014 01-2024
25.6 25.85 26.29 25.15 0.41 25.72 12-2013 12-2023
24.7 25.23 25.66 24.27 0.53 24.96 11-2013 11-2023
25.77 25.54 26.7 24.61 0.74 25.66 10-2013 10-2023
27.51 27.18 28.21 26.48 0.62 27.34 09-2013 09-2023
27.13 26.57 27.8 25.91 0.7 26.85 08-2013 08-2023
25.74 25.31 26.32 24.73 0.58 25.52 07-2013 07-2023
26.03 25.4 26.46 24.97 0.57 25.72 06-2013 06-2023
24.91 24.65 25.33 24.24 0.4 24.78 05-2013 05-2023
24.81 24.91 25.46 24.26 0.43 24.86 04-2013 04-2023
24.66 24.61 25.08 24.19 0.32 24.63 03-2013 03-2023
24.65 24.36 25.3 23.72 0.57 24.51 02-2013 02-2023
24.17 24.22 25.07 23.33 0.62 24.2 01-2013 01-2023
24.47 25.29 25.56 24.2 0.56 24.88 12-2012 12-2022
25.73 25.74 26.26 25.21 0.37 25.74 11-2012 11-2022
25.84 25.74 26.19 25.39 0.29 25.79 10-2012 10-2022
26.26 26.58 27.23 25.62 0.58 26.42 09-2012 09-2022
26.34 26.49 27.01 25.82 0.42 26.42 08-2012 08-2022
24.88 25.89 26.41 24.36 0.81 25.38 07-2012 07-2022
24.74 25.67 26.09 24.32 0.71 25.2 06-2012 06-2022
25.21 25.99 26.8 24.41 0.89 25.6 05-2012 05-2022
26.22 26.5 26.98 25.74 0.45 26.36 04-2012 04-2022
24.89 26.53 26.99 24.45 1.07 25.71 03-2012 03-2022
25.73 26.29 27.32 24.71 0.94 26.01 02-2012 02-2022
27.68 28.02 29.09 26.63 0.88 27.86 01-2012 01-2022
26.98 26.48 28.12 25.35 1 26.73 12-2011 12-2021
25.62 25.59 26.42 24.79 0.58 25.61 11-2011 11-2021
25.93 27 27.63 25.31 0.9 26.47 10-2011 10-2021
25.53 25.5 26.05 24.98 0.38 25.52 09-2011 09-2021
24.88 24.59 25.55 23.92 0.59 24.73 08-2011 08-2021
23.37 23.69 24.29 22.77 0.55 23.53 07-2011 07-2021
23.36 23.35 24.02 22.69 0.47 23.36 06-2011 06-2021
22.71 22.8 23.3 22.21 0.39 22.75 05-2011 05-2021
21.61 21.88 23 20.5 0.89 21.75 04-2011 04-2021
22.12 21.84 22.81 21.15 0.6 21.98 03-2011 03-2021
20.82 21.16 22.2 19.8 0.86 21 02-2011 02-2021
19.41 18.77 20.33 17.86 0.9 19.09 01-2011 01-2021
18.77 18.44 19.58 17.63 0.7 18.61 12-2010 12-2020
17.3 16.81 18.35 15.77 0.93 17.06 11-2010 11-2020
16.19 16.04 16.66 15.57 0.39 16.12 10-2010 10-2020
16.61 16.89 17.64 15.86 0.64 16.75 09-2010 09-2020
16.45 17.15 18.14 15.48 0.97 16.8 08-2010 08-2020
16.32 16.59 16.95 15.96 0.36 16.45 07-2010 07-2020
17.4 16.6 17.83 16.16 0.65 17 06-2010 06-2020
17.05 16.53 17.75 15.84 0.7 16.79 05-2010 05-2020
15.36 16.99 17.83 14.55 1.29 16.18 04-2010 04-2020
15.61 18.62 19.56 14.7 2.02 17.12 03-2010 03-2020
19.22 19.25 19.84 18.63 0.43 19.23 02-2010 02-2020
18.14 18.35 19.6 16.91 0.95 18.25 01-2010 01-2020
17.96 17.59 18.53 17.03 0.55 17.78 12-2009 12-2019
19.66 18.68 20.24 18.1 0.83 19.17 11-2009 11-2019
19.06 19.02 19.91 18.18 0.61 19.04 10-2009 10-2019
19.7 19.33 20.8 18.24 0.91 19.52 09-2009 09-2019
19.84 19.57 20.45 18.97 0.53 19.71 08-2009 08-2019
22.36 20.51 23.24 19.65 1.43 21.44 07-2009 07-2019
21.87 20.86 22.57 20.16 0.92 21.37 06-2009 06-2019
23.5 21.79 24.84 20.49 1.65 22.66 05-2009 05-2019
25.72 24.48 26.3 23.9 0.96 25.1 04-2009 04-2019
27.39 26.2 28.34 25.26 1.17 26.8 03-2009 03-2019
25.6 25.61 27.02 24.21 0.99 25.61 02-2009 02-2019
25.86 24.78 26.77 23.88 1.09 25.32 01-2009 01-2019
26.37 25.6 27.25 24.73 0.93 25.99 12-2008 12-2018
26.44 24.88 27.17 24.17 1.2 25.67 11-2008 11-2018
25.95 21.16 26.96 20.2 2.93 23.57 10-2008 10-2018
21.37 19.33 22.63 18.11 1.75 20.36 09-2008 09-2018
18.99 18.64 19.59 18.05 0.56 18.82 08-2008 08-2018
19.5 18.8 20.26 18.05 0.82 19.15 07-2008 07-2018
19.12 17.88 20.14 16.88 1.23 18.5 06-2008 06-2018
18.25 17.87 19.07 17.06 0.72 18.06 05-2008 05-2018
19.29 18.26 20.26 17.31 1.1 18.78 04-2008 04-2018
20.1 17.69 20.55 17.25 1.44 18.9 03-2008 03-2018
18.05 17.14 18.83 16.37 0.93 17.6 02-2008 02-2018
18.39 14.94 19.22 14.14 2.17 16.67 01-2008 01-2018
15.68 14.67 16.65 13.71 1.1 15.18 12-2007 12-2017
16.27 15.69 16.86 15.11 0.65 15.98 11-2007 11-2017
16.21 16.09 17.8 14.52 1.16 16.15 10-2007 10-2017
16.73 15.9 17.49 15.15 0.88 16.32 09-2007 09-2017
16.93 16.79 17.57 16.15 0.5 16.86 08-2007 08-2017
17.12 16.42 17.38 16.16 0.5 16.77 07-2007 07-2017
17 16.97 17.46 16.51 0.34 16.98 06-2007 06-2017
17.05 16.88 17.93 16 0.68 16.96 05-2007 05-2017
18 17.43 18.57 16.87 0.63 17.72 04-2007 04-2017
17.34 17.25 18.09 16.5 0.56 17.3 03-2007 03-2017
16.26 15.48 16.71 15.04 0.65 15.87 02-2007 02-2017
14.49 15.12 15.59 14.02 0.6 14.8 01-2007 01-2017
14.73 14.49 15.43 13.8 0.58 14.61 12-2006 12-2016
13.97 15.03 15.75 13.26 0.96 14.5 11-2006 11-2016
15.2 15.17 15.68 14.7 0.35 15.19 10-2006 10-2016
14.84 14.89 15.42 14.31 0.39 14.87 09-2006 09-2016
15.25 15.02 16.47 13.82 0.94 15.14 08-2006 08-2016
15.99 15.36 16.3 15.04 0.5 15.67 07-2006 07-2016
15.98 13.71 16.61 13.09 1.48 14.85 06-2006 06-2016
12.64 10.89 13.45 10.1 1.34 11.77 05-2006 05-2016
10.26 10.74 11.2 9.81 0.52 10.5 04-2006 04-2016
10.52 10.79 11.35 9.96 0.5 10.65 03-2006 03-2016
10.53 10.85 11.53 9.86 0.6 10.69 02-2006 02-2016
10.45 11.44 11.92 9.98 0.77 10.95 01-2006 01-2016
12.08 12.25 12.8 11.53 0.45 12.16 12-2005 12-2015
13.16 12.66 13.51 12.32 0.46 12.91 11-2005 11-2015
13.8 12.59 14.09 12.3 0.76 13.2 10-2005 10-2015
12.06 11.87 12.78 11.15 0.58 11.96 09-2005 09-2015
13.48 13.74 14.97 12.27 0.96 13.61 08-2005 08-2015
14.75 14.06 15.61 13.21 0.88 14.41 07-2005 07-2015

Rolling return for 12 year

Average return: 20.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.88 23.28 24.15 23.01 0.46 23.58 06-2013 06-2025
22.68 22.64 23.19 22.13 0.38 22.66 05-2013 05-2025
21.95 22.67 23.11 21.51 0.62 22.31 04-2013 04-2025
21.54 22.24 22.62 21.16 0.57 21.89 03-2013 03-2025
21.5 21.84 22.61 20.74 0.67 21.67 02-2013 02-2025
21.4 21.44 22.14 20.71 0.51 21.42 01-2013 01-2025
21.65 22.21 22.43 21.43 0.41 21.93 12-2012 12-2024
22.23 22.72 23.14 21.81 0.5 22.48 11-2012 11-2024
22.61 23.28 23.65 22.24 0.55 22.95 10-2012 10-2024
23.53 23.41 23.94 23 0.34 23.47 09-2012 09-2024
23.42 23.5 23.93 22.99 0.33 23.46 08-2012 08-2024
23.57 23.82 24.25 23.15 0.4 23.7 07-2012 07-2024
22.66 23.68 24.03 22.32 0.7 23.17 06-2012 06-2024
22.56 22.59 23.24 21.91 0.47 22.57 05-2012 05-2024
22.31 22.47 22.86 21.92 0.34 22.39 04-2012 04-2024
21.94 22.09 22.46 21.58 0.32 22.02 03-2012 03-2024
22.24 21.84 22.66 21.42 0.46 22.04 02-2012 02-2024
23.17 23.14 24 22.32 0.59 23.16 01-2012 01-2024
23.45 22.69 24.02 22.13 0.72 23.07 12-2011 12-2023
21.65 21.76 22.43 20.99 0.51 21.71 11-2011 11-2023
21.4 21.64 22.15 20.89 0.45 21.52 10-2011 10-2023
21.69 21.81 22.25 21.25 0.36 21.75 09-2011 09-2023
21.52 21.27 22.05 20.74 0.47 21.39 08-2011 08-2023
20.65 20.62 21.11 20.16 0.34 20.63 07-2011 07-2023
21.59 21.38 21.93 21.04 0.32 21.48 06-2011 06-2023
21.36 21.29 21.7 20.95 0.27 21.32 05-2011 05-2023
21.19 20.8 21.72 20.27 0.53 21 04-2011 04-2023
22.01 21.53 22.34 21.2 0.44 21.77 03-2011 03-2023
22.14 21.79 22.66 21.27 0.51 21.96 02-2011 02-2023
21.12 20.53 21.85 19.81 0.75 20.83 01-2011 01-2023
21.37 21.28 22.25 20.4 0.65 21.33 12-2010 12-2022
21.56 20.66 21.99 20.23 0.7 21.11 11-2010 11-2022
20.88 20.62 21.16 20.35 0.3 20.75 10-2010 10-2022
21.35 21.47 22.13 20.7 0.51 21.41 09-2010 09-2022
21.79 21.48 22.33 20.94 0.5 21.63 08-2010 08-2022
20.87 21.79 22.11 20.56 0.64 21.33 07-2010 07-2022
21.47 21.49 22.56 20.4 0.76 21.48 06-2010 06-2022
22.24 22.47 23.54 21.19 0.83 22.36 05-2010 05-2022
23.14 23.03 23.76 22.41 0.48 23.09 04-2010 04-2022
22.6 23.5 24.31 21.8 0.94 23.05 03-2010 03-2022
23.15 23.94 24.45 22.65 0.69 23.55 02-2010 02-2022
23.79 23.84 24.92 22.71 0.78 23.82 01-2010 01-2022
23.43 23.53 24.35 22.61 0.62 23.48 12-2009 12-2021
24.57 23.88 25.24 23.22 0.75 24.23 11-2009 11-2021
24.7 25.32 26.1 23.93 0.8 25.01 10-2009 10-2021
25.57 24.72 26 24.3 0.67 25.15 09-2009 09-2021
25.52 25.32 26.08 24.76 0.47 25.42 08-2009 08-2021
27.09 25.52 27.88 24.74 1.24 26.31 07-2009 07-2021
25.43 24.52 25.99 23.96 0.79 24.97 06-2009 06-2021
26.87 24.79 27.38 24.29 1.32 25.83 05-2009 05-2021
27.35 27.01 28.56 25.81 0.98 27.18 04-2009 04-2021
28.8 27.6 29.41 27 0.95 28.2 03-2009 03-2021
26.58 26.6 27.78 25.41 0.84 26.59 02-2009 02-2021
25.61 24.77 26.42 23.97 0.92 25.19 01-2009 01-2021
25.44 24.8 26.16 24.09 0.77 25.12 12-2008 12-2020
24.53 23.58 25.46 22.66 1.05 24.06 11-2008 11-2020
24.76 20.4 25.18 19.99 2.4 22.58 10-2008 10-2020
20.06 18.22 20.94 17.36 1.42 19.14 09-2008 09-2020
16.73 17.35 18.14 15.95 0.8 17.04 08-2008 08-2020
17.21 16.55 17.74 16.02 0.65 16.88 07-2008 07-2020
16.72 15.24 17.08 14.88 0.94 15.98 06-2008 06-2020
14.79 14.4 15.37 13.83 0.56 14.6 05-2008 05-2020
14.68 15.1 16.72 13.1 1.29 14.9 04-2008 04-2020
15.11 16.02 18.37 12.82 1.99 15.58 03-2008 03-2020
16.09 15.2 16.59 14.71 0.74 15.65 02-2008 02-2020
15.03 12.72 16.21 11.57 1.83 13.88 01-2008 01-2020
13 11.84 13.45 11.4 0.83 12.42 12-2007 12-2019
13.93 13.45 14.4 12.99 0.53 13.69 11-2007 11-2019
14.87 14.16 15.56 13.48 0.78 14.52 10-2007 10-2019
15.28 14.85 16.16 13.98 0.79 15.07 09-2007 09-2019
15.59 15.44 16.08 14.95 0.4 15.52 08-2007 08-2019
15.38 15.28 16.07 14.59 0.52 15.33 07-2007 07-2019
16.25 16.4 16.81 15.84 0.35 16.32 06-2007 06-2019
16.2 16.37 17.25 15.33 0.68 16.29 05-2007 05-2019
17.23 16.75 17.69 16.29 0.52 16.99 04-2007 04-2019
16.76 16.8 17.5 16.07 0.51 16.78 03-2007 03-2019
15.56 15.62 16.64 14.55 0.74 15.59 02-2007 02-2019
15.9 16.21 16.61 15.51 0.4 16.06 01-2007 01-2019
16.72 16.6 17.4 15.93 0.52 16.66 12-2006 12-2018
16.25 16.21 16.81 15.65 0.41 16.23 11-2006 11-2018
15.22 15.57 15.99 14.8 0.44 15.4 10-2006 10-2018
16.22 16.77 17.22 15.78 0.54 16.5 09-2006 09-2018
17.7 16.96 18.19 16.47 0.66 17.33 08-2006 08-2018
17.69 17.51 18.32 16.89 0.51 17.6 07-2006 07-2018
18.42 16.79 19.26 15.96 1.3 17.61 06-2006 06-2018
16.77 15.23 17.44 14.57 1.15 16 05-2006 05-2018
15.18 15.56 15.96 14.79 0.43 15.37 04-2006 04-2018
15.66 15.54 16.03 15.18 0.3 15.6 03-2006 03-2018
15.93 15.97 16.57 15.34 0.44 15.95 02-2006 02-2018
16.27 16.54 16.95 15.86 0.4 16.41 01-2006 01-2018
16.44 16.78 17.25 15.96 0.47 16.61 12-2005 12-2017
16.77 16.53 17.26 16.04 0.44 16.65 11-2005 11-2017
15.99 16.02 17.32 14.72 0.92 16.01 10-2005 10-2017
14.93 14.77 15.56 14.15 0.5 14.85 09-2005 09-2017
15.46 14.95 15.99 14.42 0.58 15.21 08-2005 08-2017
16.8 15.71 17.02 15.5 0.66 16.26 07-2005 07-2017
16.56 16.5 16.94 16.12 0.29 16.53 06-2005 06-2017
17.12 16.76 17.86 16.03 0.66 16.94 05-2005 05-2017
17.31 17.31 17.77 16.85 0.33 17.31 04-2005 04-2017

Rolling return for 15 year

Average return: 19.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.27 19.64 20.49 19.43 0.44 19.96 06-2010 06-2025
20.15 19.72 20.55 19.32 0.46 19.93 05-2010 05-2025
19.15 19.5 20.06 18.59 0.53 19.32 04-2010 04-2025
19.43 19.64 20.28 18.8 0.53 19.54 03-2010 03-2025
19.64 20.11 20.51 19.25 0.48 19.88 02-2010 02-2025
19.75 19.5 20.34 18.92 0.51 19.63 01-2010 01-2025
20.3 20.27 20.92 19.66 0.45 20.29 12-2009 12-2024
21.36 21.02 22.08 20.3 0.64 21.19 11-2009 11-2024
21.44 21.65 22.26 20.83 0.51 21.55 10-2009 10-2024
22.52 21.85 22.85 21.53 0.52 22.19 09-2009 09-2024
22.54 22.35 22.95 21.95 0.36 22.45 08-2009 08-2024
24.12 22.81 24.66 22.28 0.96 23.47 07-2009 07-2024
22.35 22.29 23.45 21.21 0.79 22.32 06-2009 06-2024
23.87 22.39 24.42 21.85 1.05 23.13 05-2009 05-2024
25.22 24.46 25.67 24.01 0.65 24.84 04-2009 04-2024
26.29 25.31 26.72 24.88 0.74 25.8 03-2009 03-2024
25.44 24.85 25.78 24.51 0.5 25.15 02-2009 02-2024
24.92 24.27 25.59 23.6 0.74 24.59 01-2009 01-2024
25.28 24.65 25.74 24.19 0.59 24.96 12-2008 12-2023
24.63 23.77 25.27 23.13 0.82 24.2 11-2008 11-2023
24.89 21.65 25.51 21.06 1.95 23.28 10-2008 10-2023
21.73 19.98 22.18 19.54 1.12 20.86 09-2008 09-2023
19.57 19.36 19.99 18.94 0.38 19.46 08-2008 08-2023
20.32 19.72 20.7 19.35 0.52 20.02 07-2008 07-2023
20.23 18.99 20.51 18.72 0.77 19.61 06-2008 06-2023
18.98 18.44 19.24 18.18 0.42 18.71 05-2008 05-2023
19.55 18.63 19.96 18.22 0.7 19.09 04-2008 04-2023
20.23 18.58 20.5 18.32 0.97 19.41 03-2008 03-2023
18.83 18.11 19.24 17.7 0.6 18.47 02-2008 02-2023
18.57 16.27 19.14 15.71 1.46 17.42 01-2008 01-2023
17.54 16.88 18.22 16.2 0.75 17.21 12-2007 12-2022
18.57 18.11 18.9 17.78 0.43 18.34 11-2007 11-2022
19.6 18.66 19.82 18.44 0.59 19.13 10-2007 10-2022
20.13 19.66 20.75 19.05 0.62 19.9 09-2007 09-2022
20.45 20.34 20.87 19.92 0.34 20.39 08-2007 08-2022
19.1 19.41 20.07 18.45 0.58 19.26 07-2007 07-2022
19.05 19.57 19.91 18.72 0.46 19.31 06-2007 06-2022
19.79 20.08 20.8 19.08 0.62 19.94 05-2007 05-2022
21.37 21.07 21.85 20.59 0.46 21.22 04-2007 04-2022
20.39 21.15 21.73 19.82 0.73 20.77 03-2007 03-2022
20 20.16 21.01 19.15 0.66 20.08 02-2007 02-2022
20.14 20.69 21.02 19.81 0.47 20.41 01-2007 01-2022
20.17 20.23 20.89 19.51 0.49 20.2 12-2006 12-2021
19.67 19.68 20.18 19.17 0.36 19.68 11-2006 11-2021
19.77 20.49 20.84 19.42 0.56 20.13 10-2006 10-2021
20 19.96 20.33 19.63 0.25 19.98 09-2006 09-2021
20.37 19.79 20.8 19.37 0.55 20.08 08-2006 08-2021
20.49 20.44 21.09 19.84 0.44 20.46 07-2006 07-2021
20.49 18.91 20.93 18.49 1.03 19.7 06-2006 06-2021
18.24 16.83 18.62 16.45 0.91 17.54 05-2006 05-2021
16.26 16.83 17.14 15.95 0.47 16.55 04-2006 04-2021
16.5 16.54 16.94 16.1 0.3 16.52 03-2006 03-2021
15.75 16.16 16.63 15.28 0.5 15.95 02-2006 02-2021
15.42 15.68 16.01 15.09 0.34 15.55 01-2006 01-2021
15.72 15.87 16.25 15.34 0.33 15.79 12-2005 12-2020
15.5 15.61 16.19 14.93 0.45 15.56 11-2005 11-2020
15.71 15 16.02 14.69 0.53 15.36 10-2005 10-2020
14.95 14.99 15.62 14.32 0.46 14.97 09-2005 09-2020
15.1 15.37 16.21 14.27 0.69 15.24 08-2005 08-2020
15.35 14.73 15.77 14.32 0.56 15.04 07-2005 07-2020
15.44 15.38 15.73 15.09 0.23 15.41 06-2005 06-2020
15.76 15.36 16.23 14.9 0.49 15.56 05-2005 05-2020
15 16.27 16.63 14.64 0.83 15.63 04-2005 04-2020