NIFTY IT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 6.41
Weighted mean CAGR by duration 15.09
Mean CAGR 16.14
Standard deviation CAGR 2.52
Range for CAGR 6.32

Summary

Duration Min Max Median Average XIRR (%)
1 year -13.27 46.39 21.00 20.10
3 year -5.65 40.28 13.61 14.78
5 year 4.50 32.61 19.77 19.94
7 year 5.77 22.87 15.41 15.67
10 year 5.06 28.43 13.77 13.78
12 year 7.69 29.01 13.46 14.11
15 year 9.08 25.36 13.71 14.58

Rolling return for 1 year

Average return: 20.1
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.31 7.04 24.17 1.12 8.92 12.41 06-2024 06-2025
9.79 12.13 18.89 3.55 5.49 11.09 05-2024 05-2025
-6.07 2.49 11.01 -13.27 9.11 -1.46 04-2024 04-2025
2.83 1.3 10.63 -5.84 5.85 2.23 03-2024 03-2025
1.96 12.63 19.15 -3.61 8.89 7.53 02-2024 02-2025
21.62 18.11 30.85 9.78 7.56 20.09 01-2024 01-2025
32 27.56 42.9 17.83 9.01 30.07 12-2023 12-2024
32 35.56 46.39 22.24 8.63 34.05 11-2023 11-2024
33.73 31.37 44.17 21.86 7.94 32.78 10-2023 10-2024
33.6 30.67 40.12 24.58 5.59 32.24 09-2023 09-2024
27.43 36.55 44.56 20.37 9.14 32.23 08-2023 08-2024
24.35 30.71 42.59 13.98 10.37 27.91 07-2023 07-2024

Rolling return for 3 year

Average return: 14.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.65 8.37 13.78 6.33 2.88 10.03 06-2022 06-2025
8.92 6.84 11.85 4.04 2.86 7.91 05-2022 05-2025
-0.38 -0.25 5.32 -5.65 3.88 -0.24 04-2022 04-2025
2.16 1.5 4.68 -0.95 2 1.85 03-2022 03-2025
4.64 6.61 10.22 1.21 3.26 5.67 02-2022 02-2025
7.79 4.33 10.45 1.82 3.29 6.1 01-2022 01-2025
7 5.82 9.86 3.06 2.44 6.44 12-2021 12-2024
5.59 6.37 9.3 2.76 2.33 6.01 11-2021 11-2024
5.44 4.94 8.11 2.35 2.04 5.21 10-2021 10-2024
6.93 4.89 8.64 3.24 2.04 5.93 09-2021 09-2024
7.39 7.36 12 2.94 3.2 7.42 08-2021 08-2024
8.33 10.32 13.39 5.4 2.91 9.36 07-2021 07-2024
5.42 7.42 10.76 2.23 3.1 6.46 06-2021 06-2024
8.32 7.76 10.45 5.68 1.7 8.05 05-2021 05-2024
9.18 9 12.12 6.14 2.12 9.11 04-2021 04-2024
12.37 12.43 15.72 9.18 2.31 12.42 03-2021 03-2024
14.61 13.38 16.78 11.28 1.99 14.01 02-2021 02-2024
12.12 11.75 16.02 8 2.84 11.97 01-2021 01-2024
13.92 13.94 18.32 9.71 3.04 13.97 12-2020 12-2023
13.58 13.64 16.52 10.77 2.03 13.63 11-2020 11-2023
14.52 13.4 18.13 9.94 2.92 14 10-2020 10-2023
20.56 18 23.4 15.28 3.01 19.31 09-2020 09-2023
18.77 19.48 21.05 17.23 1.37 19.13 08-2020 08-2023
25.43 19.93 29.13 16.5 4.87 22.75 07-2020 07-2023
26.1 25.19 27.97 23.36 1.66 25.66 06-2020 06-2023
28.22 28.19 31.28 25.2 2.15 28.22 05-2020 05-2023
31.1 26.98 35.79 22.59 4.89 29.12 04-2020 04-2023
35.99 23.39 40.28 19.61 8.56 29.82 03-2020 03-2023
25.01 23.22 27.73 20.59 2.6 24.14 02-2020 02-2023
21.2 22.53 24.84 18.96 2.13 21.88 01-2020 01-2023
23.82 25.14 28.24 20.82 2.66 24.5 12-2019 12-2022
23.91 24.67 27.23 21.41 2.08 24.3 11-2019 11-2022
22.23 22.59 25.57 19.32 2.21 22.43 10-2019 10-2022
21.13 21.85 25.81 17.32 3.01 21.53 09-2019 09-2022
21.58 23.86 26.07 19.45 2.48 22.74 08-2019 08-2022
20.29 22.17 24.96 17.61 2.68 21.26 07-2019 07-2022

Rolling return for 5 year

Average return: 19.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.07 20.85 22.46 19.49 1.05 20.97 06-2020 06-2025
22.01 22.21 23.97 20.28 1.31 22.12 05-2020 05-2025
21.62 20.79 25.75 16.82 3.17 21.24 04-2020 04-2025
26.55 18.9 28.41 17.17 4.81 22.76 03-2020 03-2025
19.65 20.8 23.44 17.1 2.28 20.25 02-2020 02-2025
21.58 22 23.37 20.22 1.12 21.79 01-2020 01-2025
23.52 23.66 25.49 21.72 1.33 23.6 12-2019 12-2024
21.87 22.91 24.42 20.39 1.47 22.4 11-2019 11-2024
22.51 22.58 24.36 20.75 1.28 22.55 10-2019 10-2024
23.08 21.89 24.26 20.74 1.31 22.49 09-2019 09-2024
19.99 21.75 23.06 18.72 1.66 20.88 08-2019 08-2024
19.12 20.78 22.43 17.52 1.83 19.96 07-2019 07-2024
14.51 17.12 17.97 13.69 1.77 15.82 06-2019 06-2024
15.86 15.47 17.23 14.13 1.1 15.67 05-2019 05-2024
16.01 16.35 17.88 14.51 1.2 16.19 04-2019 04-2024
17.94 19.01 20.04 16.93 1.16 18.48 03-2019 03-2024
18.98 18.99 20.33 17.66 0.94 18.99 02-2019 02-2024
19.65 19.58 22.13 17.15 1.76 19.63 01-2019 01-2024
18.13 19.12 20.85 16.45 1.59 18.64 12-2018 12-2023
17.4 16.88 19.21 15.1 1.46 17.15 11-2018 11-2023
17.02 15.16 19.22 13.04 2.28 16.11 10-2018 10-2023
14.86 15.34 16.48 13.74 0.98 15.11 09-2018 09-2023
15.35 14.7 16.68 13.39 1.19 15.03 08-2018 08-2023
15.86 16.46 17.9 14.45 1.24 16.17 07-2018 07-2023
16.22 15.79 17.25 14.77 0.89 16.01 06-2018 06-2023
15.75 16.22 17.4 14.59 1.01 15.99 05-2018 05-2023
16.05 15.27 18.52 12.87 2.02 15.68 04-2018 04-2023
17.61 18.45 19.83 16.26 1.3 18.04 03-2018 03-2023
19.35 19.17 20.9 17.64 1.15 19.27 02-2018 02-2023
19.38 17.61 21.52 15.54 2.2 18.51 01-2018 01-2023
20.86 21.72 23.43 19.18 1.53 21.3 12-2017 12-2022
21.3 21.95 23.24 20.03 1.16 21.63 11-2017 11-2022
20.42 21.14 22.39 19.19 1.16 20.79 10-2017 10-2022
20.31 22.37 23.08 19.62 1.42 21.34 09-2017 09-2022
21.32 22.86 23.99 20.21 1.44 22.09 08-2017 08-2022
21.36 21.9 24.17 19.15 1.79 21.64 07-2017 07-2022
21.32 22.64 24.92 19.1 2.11 22 06-2017 06-2022
22.45 23.87 25.87 20.5 1.96 23.17 05-2017 05-2022
25.86 27.96 30.03 23.85 2.31 26.93 04-2017 04-2022
25.78 27.43 28.13 25.09 1.22 26.61 03-2017 03-2022
27.59 27.11 30.17 24.6 1.98 27.37 02-2017 02-2022
28.15 30.08 32.61 25.71 2.53 29.14 01-2017 01-2022
28.91 30.15 31.84 27.25 1.68 29.54 12-2016 12-2021
29.58 29.35 31.7 27.26 1.57 29.47 11-2016 11-2021
27.88 29.03 30.18 26.74 1.28 28.46 10-2016 10-2021
27.35 28.86 30.07 26.18 1.48 28.12 09-2016 09-2021
24.22 25.13 27.41 21.99 1.94 24.69 08-2016 08-2021
21.77 22.35 23.79 20.35 1.23 22.06 07-2016 07-2021
19.71 20.4 21.93 18.2 1.34 20.06 06-2016 06-2021
18.55 18.76 20.32 17.01 1.17 18.66 05-2016 05-2021
18.17 18.67 20.19 16.68 1.25 18.43 04-2016 04-2021
18.84 18.54 20.92 16.51 1.56 18.7 03-2016 03-2021
19.17 18.32 21.3 16.24 1.81 18.76 02-2016 02-2021
17.93 19.26 20.61 16.61 1.49 18.6 01-2016 01-2021
14.85 16.66 17.48 14.05 1.37 15.76 12-2015 12-2020
13.86 13.77 15.59 12.08 1.24 13.82 11-2015 11-2020
12.1 13.37 14.89 10.62 1.58 12.74 10-2015 10-2020
9.55 11.02 12.54 8.08 1.66 10.3 09-2015 09-2020
9.72 8.39 10.59 7.55 1.17 9.06 08-2015 08-2020
6.45 9.24 11.27 4.5 2.59 7.87 07-2015 07-2020

Rolling return for 7 year

Average return: 15.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.55 15.45 16.5 14.52 0.7 15.5 06-2018 06-2025
15.03 15.51 16.35 14.21 0.78 15.28 05-2018 05-2025
13.89 14.35 16.64 11.65 1.77 14.13 04-2018 04-2025
16.46 16.71 17.68 15.5 0.78 16.59 03-2018 03-2025
17.21 18.62 19.85 16.01 1.45 17.92 02-2018 02-2025
20.16 18.62 21.43 17.39 1.53 19.4 01-2018 01-2025
21.49 21.65 22.87 20.28 0.92 21.57 12-2017 12-2024
20.6 21.48 22.4 19.7 1 21.05 11-2017 11-2024
21.13 21.54 22.44 20.25 0.79 21.34 10-2017 10-2024
21.93 22.25 22.76 21.42 0.49 22.09 09-2017 09-2024
20.26 21.64 22.44 19.47 1.16 20.95 08-2017 08-2024
20.21 20.99 22.59 18.64 1.42 20.61 07-2017 07-2024
17.64 18.59 20.16 16.1 1.47 18.12 06-2017 06-2024
18.29 17.92 19.29 16.94 0.84 18.11 05-2017 05-2024
18.72 18.71 20.08 17.36 0.96 18.72 04-2017 04-2024
18.41 19.44 19.91 17.94 0.79 18.93 03-2017 03-2024
21.01 19.94 21.99 18.98 1.13 20.48 02-2017 02-2024
19.88 19.99 21.65 18.25 1.2 19.94 01-2017 01-2024
18.61 19.44 20.55 17.52 1.11 19.03 12-2016 12-2023
18.38 18.16 19.69 16.87 1 18.27 11-2016 11-2023
16.98 17.79 18.54 16.24 0.86 17.39 10-2016 10-2023
17.36 17.75 18.53 16.58 0.7 17.55 09-2016 09-2023
16.28 15.72 17.23 14.78 0.89 16 08-2016 08-2023
15.47 15.94 16.92 14.51 0.87 15.71 07-2016 07-2023
14.65 14.34 15.38 13.62 0.63 14.5 06-2016 06-2023
14.29 14.38 15.45 13.23 0.79 14.34 05-2016 05-2023
13.23 13.9 14.94 12.2 1 13.57 04-2016 04-2023
15.12 15.03 16.67 13.5 1.12 15.08 03-2016 03-2023
16.65 15.66 17.73 14.6 1.16 16.16 02-2016 02-2023
14.76 15.29 16.22 13.84 0.86 15.03 01-2016 01-2023
14.47 15.62 16.2 13.9 0.91 15.05 12-2015 12-2022
14.75 14.75 16.05 13.46 0.92 14.75 11-2015 11-2022
13.01 13.24 14.32 11.94 0.85 13.13 10-2015 10-2022
12.81 13.55 14.66 11.72 1.07 13.18 09-2015 09-2022
13.68 13.82 15.46 12.06 1.2 13.76 08-2015 08-2022
13.55 13.91 15.42 12.07 1.19 13.74 07-2015 07-2022
13.43 14.8 15.82 12.42 1.3 14.12 06-2015 06-2022
14.09 15.06 16.35 12.82 1.29 14.58 05-2015 05-2022
16.23 16.86 18.96 14.17 1.71 16.55 04-2015 04-2022
15.96 16.1 17.51 14.58 1.04 16.04 03-2015 03-2022
15.48 15.91 17.13 14.27 1.02 15.7 02-2015 02-2022
17.29 18.53 20.19 15.67 1.66 17.92 01-2015 01-2022
18.34 18.27 20.26 16.39 1.37 18.32 12-2014 12-2021
17.01 17.41 18.38 16.05 0.84 17.21 11-2014 11-2021
18.25 18.2 19.77 16.7 1.09 18.23 10-2014 10-2021
18.08 18.75 19.87 16.97 1.05 18.42 09-2014 09-2021
17.06 18.17 19.2 16.05 1.18 17.62 08-2014 08-2021
16.5 16.75 17.88 15.39 0.88 16.63 07-2014 07-2021
17.17 16.74 18.71 15.21 1.25 16.96 06-2014 06-2021
16.71 16.32 17.95 15.1 1.02 16.52 05-2014 05-2021
15.76 16.32 17.16 14.92 0.82 16.04 04-2014 04-2021
15.25 14.4 16.69 12.99 1.34 14.83 03-2014 03-2021
14.26 14.34 15.72 12.9 1 14.3 02-2014 02-2021
14.47 15.08 16.32 13.25 1.11 14.78 01-2014 01-2021
13.84 14.22 15.69 12.39 1.17 14.04 12-2013 12-2020
13.2 13.65 14.42 12.44 0.72 13.43 11-2013 11-2020
13.72 13.77 15.73 11.8 1.39 13.76 10-2013 10-2020
12.07 13.27 14.24 11.12 1.18 12.68 09-2013 09-2020
12.96 11.86 13.6 11.24 0.92 12.42 08-2013 08-2020
12.61 12.99 16.23 9.46 2.4 12.82 07-2013 07-2020
12.36 12.15 13.42 11.1 0.82 12.26 06-2013 06-2020
11.72 11.67 12.86 10.54 0.82 11.7 05-2013 05-2020
10.07 9.87 13.28 6.75 2.31 9.99 04-2013 04-2020
6.52 11.75 12.54 5.77 3.02 9.14 03-2013 03-2020
12.32 13.01 14.06 11.28 1.01 12.67 02-2013 02-2020
14.66 13.34 15.58 12.44 1.2 14 01-2013 01-2020
14.2 14.18 15.4 12.99 0.85 14.19 12-2012 12-2019
13.95 14.09 14.95 13.1 0.66 14.02 11-2012 11-2019
14.46 13.44 15.64 12.28 1.24 13.96 10-2012 10-2019
13.61 13.6 15.18 12.05 1.11 13.61 09-2012 09-2019
15.24 14.51 16.12 13.64 0.91 14.88 08-2012 08-2019
15.58 14.71 16.7 13.61 1.13 15.15 07-2012 07-2019
15.49 15.03 16.09 14.44 0.61 15.26 06-2012 06-2019
15.14 15.17 16.39 13.94 0.87 15.16 05-2012 05-2019
15.67 14.2 16.76 13.14 1.38 14.94 04-2012 04-2019
13.33 13.24 14.03 12.55 0.52 13.29 03-2012 03-2019
14 13.14 14.91 12.24 0.99 13.57 02-2012 02-2019
13.28 13.5 15 11.8 1.13 13.39 01-2012 01-2019
12.99 13.37 14.16 12.21 0.7 13.18 12-2011 12-2018
13.1 13.18 14.7 11.59 1.1 13.14 11-2011 11-2018
13.99 14.19 16.84 11.4 1.92 14.11 10-2011 10-2018
17.17 16.05 17.99 15.24 1.05 16.61 09-2011 09-2018
16.43 13.76 17.86 12.37 2.16 15.1 08-2011 08-2018
12.06 11.64 13.04 10.67 0.85 11.85 07-2011 07-2018

Rolling return for 10 year

Average return: 13.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.89 12.83 13.53 12.19 0.47 12.86 06-2015 06-2025
12.51 12.53 13.41 11.64 0.63 12.52 05-2015 05-2025
10.97 11.44 12.84 9.59 1.16 11.21 04-2015 04-2025
11.64 11.51 12.46 10.7 0.62 11.58 03-2015 03-2025
12.11 13.04 13.87 11.29 0.97 12.58 02-2015 02-2025
14.35 14.08 15.19 13.25 0.69 14.22 01-2015 01-2025
14.82 14.39 15.73 13.49 0.81 14.61 12-2014 12-2024
13.46 13.98 14.64 12.81 0.67 13.72 11-2014 11-2024
14.25 14.05 15.11 13.2 0.68 14.15 10-2014 10-2024
14.62 14.41 15.16 13.86 0.47 14.51 09-2014 09-2024
14.07 14.82 15.52 13.38 0.8 14.45 08-2014 08-2024
13.99 14.78 15.56 13.22 0.87 14.39 07-2014 07-2024
13.51 13.86 15.21 12.18 1.08 13.69 06-2014 06-2024
14.13 13.68 14.8 13.02 0.65 13.91 05-2014 05-2024
13.74 14.07 14.65 13.17 0.54 13.91 04-2014 04-2024
14.38 13.8 15.39 12.81 0.93 14.1 03-2014 03-2024
14.37 14.05 15.01 13.41 0.58 14.21 02-2014 02-2024
13.76 14.07 14.93 12.91 0.72 13.92 01-2014 01-2024
13.86 14.13 15.16 12.85 0.82 14 12-2013 12-2023
13.31 13.65 14.19 12.78 0.51 13.48 11-2013 11-2023
13.96 13.66 15.03 12.61 0.86 13.82 10-2013 10-2023
14.55 14.67 15.36 13.87 0.53 14.61 09-2013 09-2023
14.67 14.1 15.33 13.45 0.69 14.39 08-2013 08-2023
16.31 15.02 17.33 14.03 1.25 15.67 07-2013 07-2023
16.32 15.92 16.83 15.41 0.52 16.12 06-2013 06-2023
16.43 16.39 17.26 15.57 0.6 16.41 05-2013 05-2023
16 14.74 17.23 13.54 1.38 15.38 04-2013 04-2023
14.62 15.12 15.69 14.05 0.61 14.87 03-2013 03-2023
15.99 15.98 16.74 15.23 0.53 15.98 02-2013 02-2023
16.58 16.03 17.62 15 0.95 16.31 01-2013 01-2023
17 17.36 18.24 16.13 0.76 17.18 12-2012 12-2022
16.85 17.16 17.78 16.24 0.56 17.01 11-2012 11-2022
16.73 16.11 17.68 15.17 0.91 16.42 10-2012 10-2022
15.81 16.01 17.14 14.7 0.87 15.91 09-2012 09-2022
17.11 17.24 18.39 15.97 0.86 17.18 08-2012 08-2022
16.97 16.9 18.32 15.57 0.97 16.94 07-2012 07-2022
16.36 17.32 18.07 15.62 0.93 16.84 06-2012 06-2022
16.88 17.64 18.5 16.03 0.91 17.26 05-2012 05-2022
18.66 18.75 20.61 16.83 1.34 18.71 04-2012 04-2022
18.12 18.64 19.22 17.55 0.62 18.38 03-2012 03-2022
18.17 18.06 19.36 16.89 0.87 18.12 02-2012 02-2022
19.02 19.96 21.07 17.93 1.16 19.5 01-2012 01-2022
19.28 20.05 20.63 18.7 0.73 19.66 12-2011 12-2021
19.46 19.31 20.43 18.34 0.74 19.38 11-2011 11-2021
20.13 19.28 21.21 18.22 1.1 19.71 10-2011 10-2021
20.81 20.68 22.09 19.42 0.95 20.75 09-2011 09-2021
19.81 18.37 21.34 16.88 1.66 19.1 08-2011 08-2021
16.31 16.25 17.27 15.3 0.7 16.28 07-2011 07-2021
16.02 15.88 17.09 14.82 0.8 15.95 06-2011 06-2021
14.77 14.98 15.63 14.13 0.54 14.88 05-2011 05-2021
14.35 14.12 15.32 13.16 0.77 14.24 04-2011 04-2021
14.18 14 15.18 13.02 0.77 14.1 03-2011 03-2021
13.88 14.12 14.89 13.11 0.64 14 02-2011 02-2021
13.44 13.6 14.72 12.33 0.85 13.52 01-2011 01-2021
12.55 12.51 13.83 11.25 0.91 12.54 12-2010 12-2020
12.29 12.45 13.14 11.61 0.54 12.37 11-2010 11-2020
11.81 12.36 13.19 10.99 0.8 12.09 10-2010 10-2020
11.52 11.76 13.03 10.27 0.98 11.64 09-2010 09-2020
11.61 11.25 12.05 10.82 0.45 11.43 08-2010 08-2020
9.75 11.47 12.21 9.03 1.28 10.62 07-2010 07-2020
9.58 9.53 10.3 8.81 0.53 9.55 06-2010 06-2020
9.18 8.96 9.96 8.18 0.63 9.07 05-2010 05-2020
7.08 8.6 9.26 6.43 1.14 7.84 04-2010 04-2020
6.6 10.01 10.79 5.85 2.12 8.31 03-2010 03-2020
10.9 11.21 12.1 10.02 0.74 11.06 02-2010 02-2020
11.2 10.35 11.82 9.74 0.79 10.78 01-2010 01-2020
10.74 10.53 11.55 9.72 0.65 10.64 12-2009 12-2019
11.9 10.98 12.59 10.31 0.87 11.45 11-2009 11-2019
14.78 11.57 15.61 10.77 2.05 13.18 10-2009 10-2019
16.2 15.4 17.32 14.3 1.1 15.81 09-2009 09-2019
16.88 16.62 17.5 16 0.54 16.75 08-2009 08-2019
18.97 17.01 19.78 16.23 1.43 18 07-2009 07-2019
18.75 17.41 19.18 16.98 0.91 18.08 06-2009 06-2019
21.76 18.71 22.68 17.82 2.03 20.24 05-2009 05-2019
24.72 20.18 25.54 19.39 2.7 22.46 04-2009 04-2019
27.88 20.75 28.43 20.23 3.84 24.32 03-2009 03-2019
27.65 26.74 28.37 26.03 0.89 27.2 02-2009 02-2019
27 24.85 28.35 23.54 1.86 25.94 01-2009 01-2019
21.1 19.47 21.97 18.61 1.32 20.29 12-2008 12-2018
20.18 18.24 21.37 17.08 1.66 19.22 11-2008 11-2018
20.48 17.6 22.58 15.58 2.68 19.06 10-2008 10-2018
18.3 14.92 18.88 14.36 2 16.61 09-2008 09-2018
14.68 14.69 15.66 13.71 0.69 14.68 08-2008 08-2018
14.87 13.42 15.57 12.73 1.13 14.15 07-2008 07-2018
12.88 11.54 13.59 10.84 1.08 12.21 06-2008 06-2018
11.98 11.51 12.55 10.95 0.59 11.75 05-2008 05-2018
13.12 12.42 14.7 10.87 1.38 12.78 04-2008 04-2018
13.78 12.7 14.44 12.05 0.93 13.24 03-2008 03-2018
12.35 11.83 13.16 11.03 0.78 12.09 02-2008 02-2018
13.24 10.9 15.11 9.11 2.28 12.09 01-2008 01-2018
9.49 9.04 10.26 8.28 0.72 9.27 12-2007 12-2017
10.03 8.91 10.61 8.34 0.89 9.47 11-2007 11-2017
8.67 7.86 9.23 7.31 0.74 8.27 10-2007 10-2017
8.78 8.11 9.1 7.8 0.52 8.45 09-2007 09-2017
8.89 7.89 9.39 7.4 0.79 8.39 08-2007 08-2017
7.09 7.33 8.08 6.35 0.62 7.21 07-2007 07-2017
7.05 7.26 8.04 6.27 0.63 7.15 06-2007 06-2017
6.82 6.95 7.69 6.09 0.57 6.89 05-2007 05-2017
7.23 6.92 8.1 6.06 0.73 7.08 04-2007 04-2017
7.99 7.24 8.29 6.94 0.55 7.62 03-2007 03-2017
6.59 6.31 7.86 5.06 0.99 6.45 02-2007 02-2017
6.28 6.32 7.31 5.3 0.71 6.3 01-2007 01-2017
6.99 6.67 7.69 5.98 0.62 6.83 12-2006 12-2016
6.88 6.63 7.85 5.68 0.77 6.76 11-2006 11-2016
8.55 7.6 9.03 7.12 0.75 8.07 10-2006 10-2016
9.02 8.75 9.53 8.25 0.46 8.89 09-2006 09-2016
9.76 9.69 10.75 8.7 0.73 9.72 08-2006 08-2016
10.77 10.27 11.42 9.63 0.66 10.52 07-2006 07-2016
13.04 11.31 13.75 10.6 1.27 12.18 06-2006 06-2016
11.3 9.98 12.03 9.26 1.08 10.64 05-2006 05-2016
10.47 9.66 11.18 8.96 0.84 10.07 04-2006 04-2016
10.14 9.86 11.24 8.77 0.88 10 03-2006 03-2016
10.13 10.99 11.5 9.62 0.73 10.56 02-2006 02-2016
11.07 10.86 11.7 10.23 0.52 10.96 01-2006 01-2016
11.98 11.11 12.37 10.73 0.66 11.55 12-2005 12-2015
12.99 12.38 13.89 11.49 0.88 12.69 11-2005 11-2015
13.78 13.33 14.54 12.58 0.71 13.56 10-2005 10-2015
13.63 13.68 14.41 12.91 0.53 13.66 09-2005 09-2015
14.27 14.48 15.42 13.34 0.74 14.38 08-2005 08-2015
14.27 14.32 15.33 13.27 0.73 14.3 07-2005 07-2015

Rolling return for 12 year

Average return: 14.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.91 15.7 16.46 15.15 0.47 15.8 06-2013 06-2025
15.9 15.95 16.67 15.18 0.53 15.93 05-2013 05-2025
14.74 14.29 16.35 12.71 1.3 14.52 04-2013 04-2025
14.45 14.68 15.15 13.98 0.42 14.56 03-2013 03-2025
15.32 16.19 16.83 14.69 0.82 15.76 02-2013 02-2025
17.49 16.87 18.21 16.16 0.76 17.18 01-2013 01-2025
17.99 18.04 18.78 17.26 0.54 18.02 12-2012 12-2024
17.19 17.68 18.2 16.67 0.57 17.44 11-2012 11-2024
17.74 17.16 18.48 16.43 0.75 17.45 10-2012 10-2024
17.46 16.98 17.93 16.52 0.53 17.22 09-2012 09-2024
17.2 17.47 18.44 16.24 0.78 17.34 08-2012 08-2024
17.04 17.2 18.38 15.87 0.89 17.12 07-2012 07-2024
15.08 15.9 16.52 14.47 0.78 15.49 06-2012 06-2024
15.44 15.3 16 14.74 0.45 15.37 05-2012 05-2024
15.81 15.09 16.59 14.33 0.84 15.45 04-2012 04-2024
15.23 15.61 16.08 14.77 0.48 15.42 03-2012 03-2024
16.05 15.54 16.59 15 0.59 15.8 02-2012 02-2024
15.9 16 16.89 15.01 0.67 15.95 01-2012 01-2024
15.11 15.73 16.2 14.64 0.59 15.42 12-2011 12-2023
14.87 14.7 15.61 13.97 0.58 14.79 11-2011 11-2023
15.24 14.59 16.14 13.71 0.89 14.92 10-2011 10-2023
16.2 15.76 16.88 15.08 0.66 15.98 09-2011 09-2023
15.98 14.15 16.53 13.61 1.22 15.07 08-2011 08-2023
13.63 13.63 14.45 12.81 0.58 13.63 07-2011 07-2023
13.73 13.16 14.15 12.75 0.53 13.45 06-2011 06-2023
12.96 13.1 13.63 12.43 0.43 13.03 05-2011 05-2023
12.14 12.16 13.13 11.17 0.69 12.15 04-2011 04-2023
12.83 12.74 13.71 11.87 0.65 12.79 03-2011 03-2023
13.32 13.29 13.94 12.69 0.44 13.31 02-2011 02-2023
12.37 12.29 13.21 11.46 0.62 12.33 01-2011 01-2023
12.71 12.61 13.7 11.62 0.74 12.66 12-2010 12-2022
13.06 13.23 13.81 12.49 0.47 13.15 11-2010 11-2022
12.38 12.45 13.14 11.7 0.51 12.42 10-2010 10-2022
13.1 13.12 14.18 12.05 0.75 13.11 09-2010 09-2022
13.61 13.97 14.65 12.94 0.62 13.79 08-2010 08-2022
13.39 13.84 14.47 12.76 0.63 13.62 07-2010 07-2022
13.69 14.42 15.09 13.03 0.77 14.06 06-2010 06-2022
14.42 14.85 15.74 13.54 0.79 14.64 05-2010 05-2022
14.97 15.95 16.55 14.39 0.84 15.46 04-2010 04-2022
15.73 15.94 16.63 15.05 0.56 15.84 03-2010 03-2022
16.14 16.34 17.11 15.37 0.62 16.24 02-2010 02-2022
16.31 16.69 17.98 15.04 1.05 16.5 01-2010 01-2022
16.89 17.09 18 16 0.71 17 12-2009 12-2021
17.65 17.04 18.45 16.25 0.81 17.35 11-2009 11-2021
20.46 17.83 21.36 16.95 1.82 19.15 10-2009 10-2021
21.51 20.92 22.59 19.86 0.99 21.22 09-2009 09-2021
20.69 21.21 21.97 19.94 0.74 20.95 08-2009 08-2021
21.86 20.33 22.69 19.51 1.25 21.1 07-2009 07-2021
20.5 19.92 21.43 19.01 0.88 20.22 06-2009 06-2021
22.81 20.22 23.57 19.49 1.71 21.52 05-2009 05-2021
25.11 21.49 26 20.64 2.29 23.31 04-2009 04-2021
27.7 22.18 28.63 21.31 3.24 24.95 03-2009 03-2021
27.35 26.93 28.3 26 0.83 27.14 02-2009 02-2021
27.81 26.07 29.01 24.9 1.58 26.95 01-2009 01-2021
21.7 20.74 22.85 19.61 1.19 21.23 12-2008 12-2020
20.7 18.84 21.46 18.1 1.36 19.77 11-2008 11-2020
20.55 17.64 21.78 16.45 2.15 19.11 10-2008 10-2020
16.3 14.34 17.61 13.07 1.75 15.33 09-2008 09-2020
13.96 13.53 14.33 13.15 0.44 13.74 08-2008 08-2020
12.77 13.09 14.87 11.02 1.37 12.94 07-2008 07-2020
11.14 10.06 11.75 9.46 0.9 10.6 06-2008 06-2020
9.76 9.57 10.42 8.91 0.54 9.66 05-2008 05-2020
10.19 10.19 12.05 8.36 1.3 10.2 04-2008 04-2020
10.33 12.48 13.93 8.93 1.92 11.42 03-2008 03-2020
12.18 12.08 13.19 11.08 0.75 12.13 02-2008 02-2020
13.81 10.85 14.35 10.34 1.76 12.34 01-2008 01-2020
10.64 10.29 11.32 9.62 0.61 10.47 12-2007 12-2019
11.24 10.37 11.81 9.81 0.77 10.81 11-2007 11-2019
10.14 9.64 10.8 8.99 0.66 9.89 10-2007 10-2019
10.44 10.49 11.32 9.61 0.6 10.46 09-2007 09-2019
10.81 10.03 11.3 9.54 0.68 10.42 08-2007 08-2019
9.59 9.57 10.21 8.96 0.44 9.58 07-2007 07-2019
9.97 9.64 10.3 9.31 0.37 9.8 06-2007 06-2019
9.6 9.66 10.29 8.97 0.47 9.63 05-2007 05-2019
10.12 9.71 10.72 9.12 0.58 9.92 04-2007 04-2019
9.84 9.35 10.23 8.95 0.48 9.59 03-2007 03-2019
9.64 8.83 10.15 8.32 0.71 9.23 02-2007 02-2019
8.52 8.64 9.48 7.69 0.63 8.58 01-2007 01-2019
9.03 8.82 9.69 8.17 0.54 8.93 12-2006 12-2018
9.09 8.96 10 8.07 0.68 9.03 11-2006 11-2018
9.89 10.26 11.49 8.69 1 10.08 10-2006 10-2018
11.36 11.15 11.82 10.7 0.4 11.26 09-2006 09-2018
11.19 11.09 11.98 10.3 0.6 11.14 08-2006 08-2018
11.39 10.99 11.95 10.43 0.56 11.19 07-2006 07-2018
12.66 11.22 13.26 10.64 1.06 11.95 06-2006 06-2018
11.2 9.97 11.67 9.51 0.88 10.59 05-2006 05-2018
9.79 9.81 11.07 8.55 0.89 9.8 04-2006 04-2018
9.97 9.36 10.5 8.83 0.63 9.66 03-2006 03-2018
10.13 10.37 10.8 9.71 0.39 10.25 02-2006 02-2018
9.86 10.66 11.36 9.16 0.83 10.26 01-2006 01-2018
9.88 9.48 10.52 8.85 0.61 9.68 12-2005 12-2017
10.69 9.94 11.18 9.46 0.66 10.32 11-2005 11-2017
10.68 10.18 11.16 9.71 0.54 10.43 10-2005 10-2017
10.49 10.17 10.76 9.91 0.32 10.33 09-2005 09-2017
11.12 10.79 11.55 10.36 0.44 10.95 08-2005 08-2017
11.03 11.07 11.88 10.22 0.59 11.05 07-2005 07-2017
11.06 11.2 11.92 10.34 0.56 11.13 06-2005 06-2017
12.09 11.45 12.85 10.71 0.79 11.78 05-2005 05-2017
12.3 11.21 13.05 10.47 0.99 11.76 04-2005 04-2017
11.82 11.42 12.07 11.16 0.35 11.62 03-2005 03-2017

Rolling return for 15 year

Average return: 14.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.28 13.18 13.71 12.75 0.34 13.23 06-2010 06-2025
13.3 13.2 13.9 12.6 0.46 13.25 05-2010 05-2025
11.72 12.52 12.98 11.27 0.67 12.12 04-2010 04-2025
12.88 12.89 13.43 12.35 0.38 12.89 03-2010 03-2025
13.74 14.32 14.93 13.14 0.67 14.03 02-2010 02-2025
14.56 14.1 15.12 13.55 0.58 14.33 01-2010 01-2025
14.84 14.75 15.45 14.14 0.46 14.8 12-2009 12-2024
15.13 14.83 15.93 14.04 0.68 14.98 11-2009 11-2024
17.3 15.13 17.89 14.55 1.41 16.22 10-2009 10-2024
18.45 17.53 18.82 17.15 0.67 17.99 09-2009 09-2024
17.9 18.31 18.9 17.31 0.58 18.1 08-2009 08-2024
19.02 18.26 20.11 17.18 1.07 18.64 07-2009 07-2024
17.32 17.31 18.49 16.16 0.82 17.32 06-2009 06-2024
19.76 17.62 20.23 17.16 1.32 18.69 05-2009 05-2024
21.75 18.89 22.4 18.26 1.78 20.33 04-2009 04-2024
24.48 20.17 25.21 19.46 2.54 22.33 03-2009 03-2024
24.69 24.1 25.16 23.63 0.58 24.39 02-2009 02-2024
24.51 23.07 25.36 22.23 1.22 23.79 01-2009 01-2024
20.1 19.35 21.02 18.45 0.95 19.73 12-2008 12-2023
19.24 17.79 19.86 17.18 1.08 18.52 11-2008 11-2023
19.32 16.78 20.06 16.06 1.68 18.05 10-2008 10-2023
17.14 15.06 17.69 14.53 1.34 16.11 09-2008 09-2023
14.9 14.69 15.34 14.26 0.39 14.8 08-2008 08-2023
15.2 14.42 15.87 13.76 0.8 14.81 07-2008 07-2023
13.98 12.93 14.32 12.6 0.71 13.46 06-2008 06-2023
13.23 13.06 13.76 12.53 0.44 13.14 05-2008 05-2023
14.09 13.36 14.89 12.57 0.86 13.73 04-2008 04-2023
15.04 14.58 15.76 13.87 0.69 14.81 03-2008 03-2023
14.63 14.22 15.13 13.73 0.52 14.43 02-2008 02-2023
15.25 13.1 15.94 12.43 1.46 14.18 01-2008 01-2023
13.16 13.11 13.95 12.32 0.58 13.14 12-2007 12-2022
13.67 13.09 14.27 12.5 0.66 13.38 11-2007 11-2022
12.46 12.12 13.06 11.51 0.56 12.29 10-2007 10-2022
12.5 12.67 13.35 11.82 0.54 12.59 09-2007 09-2022
12.88 12.67 13.7 11.85 0.66 12.77 08-2007 08-2022
11.65 11.98 12.5 11.14 0.49 11.82 07-2007 07-2022
11.61 12.16 12.7 11.07 0.61 11.89 06-2007 06-2022
11.8 12.31 12.83 11.29 0.57 12.06 05-2007 05-2022
13.12 13.51 14.35 12.29 0.74 13.32 04-2007 04-2022
13.62 13.58 14.32 12.89 0.51 13.6 03-2007 03-2022
13.18 12.84 13.93 12.09 0.66 13.01 02-2007 02-2022
13.12 13.71 14.42 12.42 0.74 13.42 01-2007 01-2022
13.85 13.98 14.71 13.13 0.56 13.92 12-2006 12-2021
13.96 13.72 14.59 13.11 0.53 13.84 11-2006 11-2021
14.64 14.31 15.33 13.63 0.61 14.48 10-2006 10-2021
14.82 15.08 15.63 14.27 0.49 14.95 09-2006 09-2021
14.38 14.61 15.35 13.65 0.61 14.5 08-2006 08-2021
14.32 14.16 14.95 13.53 0.51 14.24 07-2006 07-2021
15.22 14.26 15.93 13.56 0.9 14.74 06-2006 06-2021
13.66 12.83 14.23 12.28 0.75 13.25 05-2006 05-2021
12.98 12.58 13.62 11.95 0.61 12.78 04-2006 04-2021
12.97 12.68 13.62 12.03 0.57 12.82 03-2006 03-2021
13.06 13.38 13.73 12.72 0.37 13.22 02-2006 02-2021
13.31 13.59 14.16 12.74 0.51 13.45 01-2006 01-2021
12.93 12.93 13.78 12.08 0.6 12.93 12-2005 12-2020
13.28 12.84 13.85 12.28 0.58 13.06 11-2005 11-2020
13.22 13.35 14.15 12.42 0.61 13.29 10-2005 10-2020
12.26 12.79 13.27 11.78 0.56 12.52 09-2005 09-2020
12.74 12.41 13.03 12.12 0.34 12.57 08-2005 08-2020
11.6 12.6 13.26 10.95 0.89 12.1 07-2005 07-2020
11.25 11.17 11.74 10.68 0.38 11.21 06-2005 06-2020
11.59 11.01 12.12 10.48 0.62 11.3 05-2005 05-2020
10.9 10.93 12.4 9.45 1.04 10.92 04-2005 04-2020
9.59 11.91 12.44 9.08 1.44 10.75 03-2005 03-2020