NIFTY LOW VOLATILITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 6.33
Weighted mean CAGR by duration 14.35
Mean CAGR 15.35
Standard deviation CAGR 2.43
Range for CAGR 7.44

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.38 47.51 15.84 20.82
3 year 11.62 26.09 16.41 16.63
5 year 5.92 24.83 13.51 13.97
7 year 8.29 16.93 13.50 13.38
10 year 8.17 20.09 14.06 14.18
12 year 9.09 19.25 14.14 14.20
15 year 10.92 18.86 14.11 14.28

Rolling return for 1 year

Average return: 20.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.94 6.09 15 3.27 4.63 9.07 06-2024 06-2025
9.2 10.79 15.21 5.02 3.65 10.05 05-2024 05-2025
1.23 11.22 14.16 -1.38 6.53 6.31 04-2024 04-2025
2.8 7.01 11.01 -0.91 4.47 4.98 03-2024 03-2025
4.07 9.35 13.12 0.61 4.8 6.79 02-2024 02-2025
11.08 13.42 16.46 8.18 3.04 12.29 01-2024 01-2025
20.14 17.35 25.52 12.32 4.77 18.83 12-2023 12-2024
29.49 26.23 36.01 20.18 5.72 27.98 11-2023 11-2024
36.19 41.67 47.51 30.79 6.22 39.04 10-2023 10-2024
41.14 41.45 46.6 36.18 3.69 41.34 09-2023 09-2024
35.28 38.87 42.02 32.29 3.67 37.12 08-2023 08-2024
34.84 37.18 42.94 29.4 4.86 36.09 07-2023 07-2024

Rolling return for 3 year

Average return: 16.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.48 18.44 21.57 17.38 1.65 19.47 06-2022 06-2025
17.94 17.67 20.06 15.59 1.58 17.82 05-2022 05-2025
13.05 16.31 17.67 11.74 2.39 14.69 04-2022 04-2025
15.57 15.53 18.57 12.61 2.11 15.57 03-2022 03-2025
15.33 14.79 18.58 11.65 2.46 15.09 02-2022 02-2025
14.52 13.6 16.34 11.82 1.63 14.07 01-2022 01-2025
15.31 15.22 17.01 13.55 1.22 15.27 12-2021 12-2024
14.29 14.1 16.18 12.24 1.39 14.2 11-2021 11-2024
15.01 15.94 18.11 12.9 1.87 15.49 10-2021 10-2024
16.02 16.52 17.49 15.05 0.88 16.27 09-2021 09-2024
16.16 16.24 18.06 14.38 1.3 16.21 08-2021 08-2024
16.07 17.24 18.35 14.98 1.26 16.66 07-2021 07-2024
14.13 15.92 17.23 12.84 1.68 15.03 06-2021 06-2024
16.71 15.68 18.24 14.18 1.48 16.2 05-2021 05-2024
16.9 16.7 17.92 15.69 0.79 16.8 04-2021 04-2024
17.39 17.35 18.83 15.92 1.03 17.37 03-2021 03-2024
17.55 17.36 18.88 16.04 1.01 17.46 02-2021 02-2024
17.11 15.79 18.15 14.77 1.28 16.45 01-2021 01-2024
16.28 16.86 18.92 14.27 1.66 16.58 12-2020 12-2023
16.09 16.32 19.01 13.46 1.96 16.22 11-2020 11-2023
16.39 16.78 17.97 15.22 0.98 16.59 10-2020 10-2023
18.59 17.79 20.01 16.39 1.31 18.2 09-2020 09-2023
18.46 17.29 19.34 16.42 1.11 17.88 08-2020 08-2023
19.94 19.14 21.59 17.52 1.47 19.55 07-2020 07-2023
19.16 19.37 20.93 17.62 1.17 19.27 06-2020 06-2023
20.77 19.63 22.3 18.14 1.53 20.21 05-2020 05-2023
22.88 18.02 24.24 16.73 3.16 20.47 04-2020 04-2023
24.94 14 26.09 12.96 6.04 19.5 03-2020 03-2023
14.13 12.69 15.23 11.62 1.37 13.42 02-2020 02-2023
14.36 13.61 15.49 12.5 1.09 13.99 01-2020 01-2023
15.23 16.33 17.1 14.47 1.01 15.78 12-2019 12-2022
15.28 15.84 16.69 14.43 0.82 15.56 11-2019 11-2022
15.68 14.58 17.41 12.9 1.64 15.14 10-2019 10-2022
17.44 16.62 19.46 14.65 1.73 17.04 09-2019 09-2022
18.3 18.33 19.41 17.22 0.77 18.31 08-2019 08-2022
14.9 14.78 17.52 12.22 1.87 14.86 07-2019 07-2022

Rolling return for 5 year

Average return: 13.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.7 19.41 20.34 18.77 0.56 19.55 06-2020 06-2025
21.02 20.71 22.32 19.43 1.03 20.87 05-2020 05-2025
21.12 20.31 24.07 17.45 2.36 20.74 04-2020 04-2025
22.93 17.5 24.83 15.71 3.75 20.24 03-2020 03-2025
16.43 16.82 18.39 14.89 1.25 16.63 02-2020 02-2025
16.98 16.94 18.09 15.84 0.8 16.96 01-2020 01-2025
17.7 18.27 18.74 17.24 0.57 17.99 12-2019 12-2024
17.4 18.04 18.56 16.88 0.64 17.72 11-2019 11-2024
19.59 19.76 21.52 17.86 1.3 19.68 10-2019 10-2024
21.71 20.88 22.64 19.97 0.99 21.3 09-2019 09-2024
20.69 21.2 21.87 20.03 0.68 20.95 08-2019 08-2024
19.72 19.42 21.13 18.04 1.1 19.58 07-2019 07-2024
16.52 17.57 18.41 15.69 1.03 17.05 06-2019 06-2024
17.48 16.9 18.4 15.99 0.88 17.19 05-2019 05-2024
16.29 16.48 16.9 15.87 0.37 16.38 04-2019 04-2024
16.9 16.74 17.77 15.89 0.67 16.82 03-2019 03-2024
17.65 17.29 18.45 16.5 0.7 17.47 02-2019 02-2024
16.63 16.26 17.25 15.64 0.58 16.45 01-2019 01-2024
15.27 15.46 16.83 13.92 1.03 15.37 12-2018 12-2023
13.84 14.39 15.55 12.7 1.03 14.12 11-2018 11-2023
14.29 13.5 15.22 12.58 0.97 13.9 10-2018 10-2023
13.04 12.26 13.85 11.46 0.89 12.65 09-2018 09-2023
12.29 11.67 12.8 11.17 0.62 11.98 08-2018 08-2023
12.64 12.55 13.57 11.63 0.69 12.6 07-2018 07-2023
11.84 12.14 12.83 11.16 0.6 11.99 06-2018 06-2023
10.82 10.74 11.66 9.91 0.62 10.78 05-2018 05-2023
10.13 9.69 10.86 8.96 0.69 9.91 04-2018 04-2023
10.07 9.96 10.68 9.36 0.47 10.02 03-2018 03-2023
9.7 9.23 10.33 8.6 0.63 9.46 02-2018 02-2023
9.4 9.37 10.05 8.73 0.47 9.39 01-2018 01-2023
10.69 10.54 11.77 9.48 0.81 10.62 12-2017 12-2022
10.91 11.17 11.73 10.36 0.49 11.04 11-2017 11-2022
10.65 10.55 11.63 9.57 0.73 10.6 10-2017 10-2022
11.06 11.23 12.2 10.1 0.74 11.15 09-2017 09-2022
11.59 11.48 12.22 10.85 0.49 11.54 08-2017 08-2022
10.16 10.8 11.66 9.31 0.86 10.48 07-2017 07-2022
9.4 10.63 11.13 8.91 0.9 10.02 06-2017 06-2022
10.7 11.16 12.05 9.82 0.81 10.93 05-2017 05-2022
11.88 11.99 12.66 11.21 0.51 11.93 04-2017 04-2022
11.11 12.06 12.86 10.33 0.96 11.59 03-2017 03-2022
12 13.44 14.2 11.25 1.16 12.72 02-2017 02-2022
14.54 15.06 16.19 13.42 1 14.8 01-2017 01-2022
15.45 15.13 16.52 14.07 0.87 15.29 12-2016 12-2021
15.78 14.67 17.04 13.43 1.34 15.23 11-2016 11-2021
14.1 14.73 15.37 13.46 0.71 14.41 10-2016 10-2021
14.68 14.23 15.25 13.66 0.58 14.46 09-2016 09-2021
13.5 13.83 14.56 12.78 0.64 13.67 08-2016 08-2021
13.65 13.42 14.29 12.78 0.54 13.54 07-2016 07-2021
13.82 13.79 14.6 13.02 0.56 13.81 06-2016 06-2021
13.33 13.77 14.83 12.29 0.91 13.55 05-2016 05-2021
13.75 13.39 14.47 12.68 0.65 13.57 04-2016 04-2021
14.27 13.75 15.13 12.89 0.81 14.01 03-2016 03-2021
14.67 13.82 15.56 12.94 0.97 14.25 02-2016 02-2021
13.52 12.84 14.91 11.48 1.24 13.19 01-2016 01-2021
11.58 11.82 12.76 10.66 0.75 11.71 12-2015 12-2020
9.88 10.59 11.4 9.08 0.86 10.24 11-2015 11-2020
9.03 9.2 9.69 8.54 0.41 9.11 10-2015 10-2020
9.32 9.46 10.55 8.24 0.82 9.39 09-2015 09-2020
8.84 8.16 9.98 7.04 1.07 8.5 08-2015 08-2020
6.7 7.22 8.01 5.92 0.76 6.96 07-2015 07-2020

Rolling return for 7 year

Average return: 13.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.25 14.19 14.69 13.75 0.33 14.22 06-2018 06-2025
13.74 13.94 14.61 13.07 0.55 13.84 05-2018 05-2025
12.47 13.55 14.42 11.62 1.06 13.02 04-2018 04-2025
12.81 13.53 14.06 12.29 0.68 13.17 03-2018 03-2025
12.55 13.07 13.89 11.74 0.78 12.81 02-2018 02-2025
12.6 12.87 13.37 12.11 0.46 12.74 01-2018 01-2025
13.68 13.5 14.39 12.79 0.57 13.59 12-2017 12-2024
13.61 14.01 14.41 13.21 0.45 13.81 11-2017 11-2024
14.76 15.27 16.07 13.96 0.77 15.02 10-2017 10-2024
15.76 15.67 16.39 15.05 0.47 15.72 09-2017 09-2024
15.1 15.35 15.9 14.55 0.49 15.22 08-2017 08-2024
14.81 15.14 15.78 14.18 0.58 14.98 07-2017 07-2024
13.65 14.6 14.97 13.29 0.68 14.13 06-2017 06-2024
13.97 13.96 14.61 13.32 0.46 13.96 05-2017 05-2024
14 13.93 14.42 13.51 0.32 13.96 04-2017 04-2024
14.26 14.29 14.87 13.69 0.42 14.28 03-2017 03-2024
14.61 14.62 15.17 14.06 0.39 14.62 02-2017 02-2024
15.03 14.66 15.47 14.23 0.46 14.85 01-2017 01-2024
14.74 14.86 15.84 13.76 0.74 14.8 12-2016 12-2023
13.31 12.86 14.53 11.66 1.03 13.09 11-2016 11-2023
11.63 11.82 12.27 11.18 0.39 11.73 10-2016 10-2023
11.88 11.74 12.45 11.17 0.46 11.81 09-2016 09-2023
11.79 11.64 12.15 11.29 0.31 11.72 08-2016 08-2023
11.91 11.96 12.57 11.3 0.45 11.94 07-2016 07-2023
11.84 11.99 12.55 11.28 0.45 11.91 06-2016 06-2023
11.94 11.8 12.54 11.2 0.48 11.87 05-2016 05-2023
11.86 11.64 12.4 11.11 0.46 11.75 04-2016 04-2023
12.29 11.76 12.73 11.32 0.53 12.02 03-2016 03-2023
12.83 12.08 13.3 11.62 0.65 12.46 02-2016 02-2023
12.61 11.63 13.09 11.16 0.77 12.12 01-2016 01-2023
12.02 12.12 12.79 11.35 0.51 12.07 12-2015 12-2022
12.13 12.14 12.72 11.55 0.41 12.14 11-2015 11-2022
11.13 11.48 11.84 10.78 0.39 11.31 10-2015 10-2022
12.13 12.16 12.95 11.34 0.57 12.14 09-2015 09-2022
12.07 11.19 12.52 10.74 0.7 11.63 08-2015 08-2022
10.28 10.77 11.35 9.71 0.61 10.53 07-2015 07-2022
10.32 10.75 11.56 9.52 0.74 10.54 06-2015 06-2022
11.1 11.17 12.06 10.22 0.65 11.14 05-2015 05-2022
11.72 10.94 12.28 10.39 0.72 11.33 04-2015 04-2022
10.24 10.83 11.48 9.6 0.7 10.54 03-2015 03-2022
10.72 11.64 12.28 10.09 0.84 11.18 02-2015 02-2022
12.37 12.31 13.53 11.17 0.83 12.35 01-2015 01-2022
12.8 12.57 13.55 11.83 0.61 12.69 12-2014 12-2021
13.17 13.37 14.05 12.5 0.55 13.27 11-2014 11-2021
14.52 14.37 15.44 13.46 0.7 14.45 10-2014 10-2021
14.78 14.7 15.19 14.29 0.32 14.74 09-2014 09-2021
15.13 14.86 15.9 14.1 0.64 15 08-2014 08-2021
15.09 14.77 15.56 14.31 0.46 14.93 07-2014 07-2021
15.43 14.7 15.99 14.15 0.7 15.07 06-2014 06-2021
15.71 15.44 16.8 14.36 0.87 15.58 05-2014 05-2021
15.41 15.63 15.93 15.11 0.3 15.52 04-2014 04-2021
15.94 15.45 16.56 14.83 0.64 15.7 03-2014 03-2021
16.14 16.35 16.78 15.71 0.39 16.25 02-2014 02-2021
15.92 16.2 16.93 15.2 0.62 16.06 01-2014 01-2021
15.16 15.4 16.03 14.54 0.53 15.28 12-2013 12-2020
14.05 14.51 15.17 13.4 0.65 14.28 11-2013 11-2020
13.81 13.69 14.31 13.2 0.39 13.75 10-2013 10-2020
14.22 13.69 15.14 12.79 0.85 13.96 09-2013 09-2020
14.4 14.05 15.25 13.2 0.74 14.23 08-2013 08-2020
12.16 12.39 13.14 11.41 0.62 12.28 07-2013 07-2020
12.08 11.64 12.71 11.02 0.62 11.86 06-2013 06-2020
10.29 10.74 11.34 9.7 0.6 10.52 05-2013 05-2020
9.95 11.4 12.4 8.98 1.31 10.68 04-2013 04-2020
8.85 13.08 13.65 8.29 2.41 10.97 03-2013 03-2020
13.18 13.36 14.27 12.29 0.7 13.27 02-2013 02-2020
12.62 12.97 13.42 12.18 0.46 12.8 01-2013 01-2020
12.62 12.51 12.94 12.19 0.27 12.56 12-2012 12-2019
13.53 13.18 13.89 12.83 0.39 13.36 11-2012 11-2019
12.76 13.72 13.94 12.54 0.6 13.24 10-2012 10-2019
12.91 13.34 14.08 12.18 0.69 13.13 09-2012 09-2019
13.01 13.11 13.46 12.67 0.28 13.06 08-2012 08-2019
13.63 14.29 14.79 13.14 0.63 13.96 07-2012 07-2019
15.16 14.7 15.75 14.12 0.6 14.93 06-2012 06-2019
14.53 14.67 15.58 13.63 0.69 14.6 05-2012 05-2019
14.45 14.31 14.74 14.02 0.26 14.38 04-2012 04-2019
13.98 14 14.69 13.29 0.5 13.99 03-2012 03-2019
13.76 13.39 14.55 12.6 0.7 13.57 02-2012 02-2019
15.54 14.78 16.24 14.08 0.81 15.16 01-2012 01-2019
15.68 15.26 16.65 14.3 0.84 15.47 12-2011 12-2018
14.79 14 15.62 13.19 0.9 14.4 11-2011 11-2018
13.82 14.02 15.06 12.8 0.8 13.93 10-2011 10-2018
14.69 15.16 15.85 14.01 0.67 14.93 09-2011 09-2018
15.14 14.34 15.97 13.52 0.91 14.74 08-2011 08-2018
12.93 13.21 13.66 12.49 0.43 13.07 07-2011 07-2018

Rolling return for 10 year

Average return: 14.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.28 13.01 13.58 12.7 0.33 13.14 06-2015 06-2025
13.11 13.08 13.71 12.48 0.44 13.1 05-2015 05-2025
12.12 12.52 13.48 11.18 0.83 12.32 04-2015 04-2025
11.82 12.22 12.68 11.36 0.49 12.02 03-2015 03-2025
12.09 12.58 13.03 11.64 0.52 12.34 02-2015 02-2025
13.01 12.7 13.55 12.17 0.5 12.86 01-2015 01-2025
13.55 13.36 14.05 12.87 0.42 13.46 12-2014 12-2024
13.51 13.59 14.06 13.03 0.37 13.55 11-2014 11-2024
14.67 14.84 15.59 13.92 0.59 14.75 10-2014 10-2024
15.15 15.24 15.59 14.81 0.28 15.2 09-2014 09-2024
15.44 15.28 16 14.72 0.46 15.36 08-2014 08-2024
15.39 15.51 16.06 14.83 0.44 15.45 07-2014 07-2024
15.04 15.06 15.97 14.14 0.65 15.05 06-2014 06-2024
16.01 15.51 16.46 15.06 0.53 15.76 05-2014 05-2024
15.86 15.95 16.16 15.65 0.18 15.91 04-2014 04-2024
16.37 16.02 16.8 15.59 0.45 16.2 03-2014 03-2024
16.56 16.65 16.96 16.26 0.25 16.61 02-2014 02-2024
16.27 16.07 16.58 15.77 0.29 16.17 01-2014 01-2024
15.5 15.84 16.28 15.06 0.45 15.67 12-2013 12-2023
14.65 15.05 15.51 14.2 0.48 14.85 11-2013 11-2023
14.58 14.61 15.05 14.15 0.32 14.6 10-2013 10-2023
15.51 14.91 15.93 14.5 0.55 15.21 09-2013 09-2023
15.6 15.01 15.86 14.75 0.44 15.3 08-2013 08-2023
14.44 14.37 14.91 13.9 0.36 14.41 07-2013 07-2023
14.16 13.9 14.67 13.4 0.46 14.03 06-2013 06-2023
13.34 13.34 13.76 12.91 0.3 13.34 05-2013 05-2023
13.68 13.35 14.06 12.97 0.4 13.52 04-2013 04-2023
13.45 13.35 13.76 13.04 0.26 13.4 03-2013 03-2023
13.47 13.16 13.79 12.84 0.35 13.31 02-2013 02-2023
13.14 13.16 13.48 12.83 0.23 13.15 01-2013 01-2023
13.4 13.64 13.95 13.09 0.32 13.52 12-2012 12-2022
14.05 13.97 14.47 13.56 0.32 14.01 11-2012 11-2022
13.63 13.98 14.13 13.48 0.26 13.81 10-2012 10-2022
14.25 14.32 14.84 13.73 0.39 14.29 09-2012 09-2022
14.57 14.65 14.9 14.33 0.2 14.61 08-2012 08-2022
14.01 14.44 14.79 13.67 0.42 14.23 07-2012 07-2022
13.95 14.12 14.85 13.23 0.58 14.04 06-2012 06-2022
14.43 14.49 15.12 13.8 0.47 14.46 05-2012 05-2022
14.38 14.48 14.78 14.08 0.25 14.43 04-2012 04-2022
13.77 14.18 14.66 13.29 0.51 13.97 03-2012 03-2022
14.19 14.48 15.31 13.37 0.69 14.34 02-2012 02-2022
15.94 15.74 16.77 14.91 0.66 15.84 01-2012 01-2022
16.02 15.58 16.56 15.05 0.56 15.8 12-2011 12-2021
15.85 15.34 16.48 14.71 0.65 15.59 11-2011 11-2021
15.76 15.67 16.41 15.03 0.49 15.72 10-2011 10-2021
15.85 15.66 16.14 15.37 0.28 15.75 09-2011 09-2021
15.25 14.64 15.79 14.11 0.63 14.95 08-2011 08-2021
13.86 13.87 14.19 13.55 0.23 13.87 07-2011 07-2021
13.96 13.8 14.35 13.41 0.34 13.88 06-2011 06-2021
13.17 13.52 13.92 12.78 0.42 13.35 05-2011 05-2021
12.66 12.78 13.01 12.43 0.21 12.72 04-2011 04-2021
13.12 12.79 13.55 12.36 0.44 12.95 03-2011 03-2021
13.37 13.2 13.81 12.77 0.37 13.29 02-2011 02-2021
12.59 12.16 13.28 11.48 0.65 12.38 01-2011 01-2021
11.6 11.66 12.19 11.07 0.4 11.63 12-2010 12-2020
10.7 10.57 11.46 9.81 0.59 10.63 11-2010 11-2020
10.06 10.11 10.4 9.78 0.22 10.09 10-2010 10-2020
10.36 10.24 10.98 9.62 0.48 10.3 09-2010 09-2020
10.65 10.81 11.23 10.23 0.36 10.73 08-2010 08-2020
10.29 10.7 10.97 10.02 0.37 10.49 07-2010 07-2020
10.59 10.39 11.02 9.96 0.38 10.49 06-2010 06-2020
10.15 10.34 10.88 9.61 0.45 10.25 05-2010 05-2020
8.99 10.42 10.69 8.74 0.85 9.71 04-2010 04-2020
8.63 11.49 11.97 8.17 1.68 10.06 03-2010 03-2020
12.06 12.49 12.81 11.74 0.41 12.28 02-2010 02-2020
12.21 11.97 12.76 11.42 0.48 12.09 01-2010 01-2020
12.09 11.99 12.31 11.77 0.19 12.04 12-2009 12-2019
13.23 12.4 13.48 12.15 0.55 12.82 11-2009 11-2019
12.44 12.7 13.27 11.88 0.5 12.57 10-2009 10-2019
12.63 12.55 13.44 11.74 0.6 12.59 09-2009 09-2019
13.03 12.78 13.34 12.47 0.32 12.91 08-2009 08-2019
14.21 13.61 15.02 12.8 0.81 13.91 07-2009 07-2019
14.83 14.48 15.24 14.07 0.43 14.66 06-2009 06-2019
16.53 15.01 17.28 14.28 1.19 15.78 05-2009 05-2019
18.45 17.43 18.67 17.22 0.63 17.94 04-2009 04-2019
19.42 18.47 19.94 17.95 0.78 18.95 03-2009 03-2019
18.63 18.71 19.22 18.13 0.39 18.67 02-2009 02-2019
18.87 18.41 19.38 17.91 0.54 18.64 01-2009 01-2019
19.39 18.9 20.09 18.2 0.69 19.14 12-2008 12-2018
19.39 18.18 19.99 17.59 0.95 18.79 11-2008 11-2018
19.1 15.8 20 14.93 2.14 17.46 10-2008 10-2018
16.01 15.37 16.83 14.56 0.83 15.69 09-2008 09-2018
15.51 15.35 16.09 14.78 0.47 15.43 08-2008 08-2018
16.04 15.31 16.57 14.79 0.68 15.68 07-2008 07-2018
15.46 14.06 15.81 13.71 0.89 14.76 06-2008 06-2018
13.72 13.55 14.19 13.08 0.4 13.63 05-2008 05-2018
14.04 13.77 14.65 13.16 0.54 13.9 04-2008 04-2018
14.32 13.48 14.69 13.11 0.63 13.9 03-2008 03-2018
14.01 13.55 14.58 12.98 0.59 13.78 02-2008 02-2018
14.62 12.04 14.97 11.69 1.48 13.33 01-2008 01-2018
12.22 11.94 12.84 11.33 0.54 12.08 12-2007 12-2017
12.74 12.41 13.02 12.13 0.34 12.57 11-2007 11-2017
12.84 12.4 13.39 11.85 0.57 12.62 10-2007 10-2017
13.7 13.11 14.19 12.62 0.59 13.4 09-2007 09-2017
14.62 14.08 15 13.7 0.5 14.35 08-2007 08-2017
13.71 13.77 14.15 13.33 0.29 13.74 07-2007 07-2017
14.23 13.87 14.49 13.62 0.33 14.05 06-2007 06-2017
14.01 13.97 14.47 13.52 0.34 13.99 05-2007 05-2017
15.1 14.1 15.45 13.76 0.69 14.6 04-2007 04-2017
14.87 14.59 15.27 14.18 0.4 14.73 03-2007 03-2017
14.06 13.14 14.44 12.76 0.68 13.6 02-2007 02-2017
13 12.94 13.55 12.39 0.41 12.97 01-2007 01-2017
12.92 12.78 13.6 12.11 0.53 12.85 12-2006 12-2016
12.67 13.46 13.83 12.3 0.61 13.07 11-2006 11-2016
14.21 14.06 14.53 13.74 0.28 14.14 10-2006 10-2016
14.81 14.58 15.32 14.07 0.45 14.7 09-2006 09-2016
15.87 15.06 16.24 14.69 0.62 15.46 08-2006 08-2016
16.34 15.7 16.79 15.26 0.59 16.02 07-2006 07-2016
16.77 15.15 17.19 14.75 1.04 15.96 06-2006 06-2016
14.33 12.51 14.86 11.99 1.2 13.42 05-2006 05-2016
12.58 12.51 13.12 11.98 0.4 12.55 04-2006 04-2016
12.73 12.61 13.42 11.93 0.53 12.67 03-2006 03-2016
13.41 13.56 14.27 12.7 0.56 13.48 02-2006 02-2016
14.56 14.8 15.6 13.76 0.66 14.68 01-2006 01-2016
15.64 15.59 16.12 15.11 0.36 15.62 12-2005 12-2015
17.25 15.97 17.68 15.54 0.88 16.61 11-2005 11-2015
17.8 16.6 18.06 16.34 0.74 17.2 10-2005 10-2015
16.75 16.55 17.33 15.97 0.49 16.65 09-2005 09-2015
17.49 17.93 18.48 16.95 0.56 17.71 08-2005 08-2015
18.72 18.37 19.16 17.94 0.45 18.55 07-2005 07-2015

Rolling return for 12 year

Average return: 14.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.19 14.81 15.45 14.56 0.34 15 06-2013 06-2025
14.64 14.79 15.15 14.28 0.31 14.71 05-2013 05-2025
14.47 15.03 15.63 13.88 0.65 14.75 04-2013 04-2025
14.51 14.9 15.24 14.17 0.4 14.71 03-2013 03-2025
14.53 14.79 15.32 14 0.48 14.66 02-2013 02-2025
14.42 14.61 14.87 14.15 0.26 14.51 01-2013 01-2025
14.71 14.87 15.13 14.45 0.25 14.79 12-2012 12-2024
15.13 15.18 15.6 14.71 0.32 15.16 11-2012 11-2024
15.56 16.2 16.33 15.43 0.39 15.88 10-2012 10-2024
16.5 16.43 16.87 16.06 0.29 16.46 09-2012 09-2024
16.15 16.41 16.62 15.94 0.26 16.28 08-2012 08-2024
16.13 16.4 16.7 15.84 0.32 16.27 07-2012 07-2024
15.72 15.89 16.5 15.11 0.5 15.8 06-2012 06-2024
15.75 15.59 16.13 15.22 0.33 15.67 05-2012 05-2024
15.21 15.21 15.46 14.96 0.18 15.21 04-2012 04-2024
15.19 15.13 15.54 14.78 0.27 15.16 03-2012 03-2024
15.36 15 15.69 14.67 0.38 15.18 02-2012 02-2024
15.99 15.39 16.25 15.14 0.45 15.69 01-2012 01-2024
15.51 15.35 16.16 14.7 0.52 15.43 12-2011 12-2023
14.39 14.16 15.11 13.46 0.59 14.28 11-2011 11-2023
14.02 13.8 14.4 13.42 0.36 13.91 10-2011 10-2023
14 13.94 14.34 13.6 0.26 13.97 09-2011 09-2023
13.94 13.22 14.16 13.01 0.48 13.58 08-2011 08-2023
12.81 12.94 13.2 12.55 0.23 12.88 07-2011 07-2023
12.78 12.74 13.19 12.32 0.31 12.76 06-2011 06-2023
12.38 12.41 12.74 12.06 0.24 12.4 05-2011 05-2023
11.74 11.86 12.05 11.56 0.18 11.8 04-2011 04-2023
12.16 11.79 12.42 11.53 0.34 11.97 03-2011 03-2023
12.52 12.29 12.79 12.02 0.28 12.4 02-2011 02-2023
12.22 11.57 12.49 11.3 0.48 11.9 01-2011 01-2023
11.85 11.86 12.3 11.41 0.31 11.86 12-2010 12-2022
11.88 11.47 12.22 11.13 0.41 11.68 11-2010 11-2022
11.12 11.29 11.53 10.88 0.24 11.21 10-2010 10-2022
11.83 11.68 12.3 11.21 0.39 11.75 09-2010 09-2022
12.25 12.15 12.51 11.89 0.22 12.2 08-2010 08-2022
11.82 12.22 12.45 11.59 0.34 12.02 07-2010 07-2022
11.87 12.07 12.6 11.35 0.45 11.97 06-2010 06-2022
12.61 12.72 13.18 12.15 0.37 12.66 05-2010 05-2022
12.86 12.96 13.19 12.63 0.2 12.91 04-2010 04-2022
12.62 12.94 13.35 12.21 0.42 12.78 03-2010 03-2022
13.05 13.7 13.97 12.78 0.48 13.38 02-2010 02-2022
13.59 13.61 14.27 12.93 0.47 13.6 01-2010 01-2022
13.59 13.75 14.02 13.32 0.25 13.67 12-2009 12-2021
14.68 14.29 15.2 13.77 0.52 14.48 11-2009 11-2021
14.72 14.77 15.25 14.24 0.36 14.75 10-2009 10-2021
15.47 14.95 15.71 14.71 0.4 15.21 09-2009 09-2021
15.37 15.34 15.82 14.89 0.33 15.36 08-2009 08-2021
16 15.09 16.28 14.82 0.61 15.55 07-2009 07-2021
15.71 15.4 16.04 15.07 0.36 15.55 06-2009 06-2021
16.88 15.63 17.52 14.99 1 16.25 05-2009 05-2021
17.94 17.21 18.24 16.91 0.54 17.57 04-2009 04-2021
18.87 18.03 19.25 17.65 0.64 18.45 03-2009 03-2021
18.49 18.46 18.88 18.08 0.28 18.48 02-2009 02-2021
18.37 18.17 18.97 17.57 0.5 18.27 01-2009 01-2021
18.43 17.97 18.95 17.45 0.55 18.2 12-2008 12-2020
17.87 17.05 18.55 16.39 0.82 17.46 11-2008 11-2020
17.75 14.59 18.05 14.3 1.73 16.17 10-2008 10-2020
14.14 13.47 14.67 12.94 0.66 13.8 09-2008 09-2020
13.44 13.33 13.93 12.84 0.39 13.38 08-2008 08-2020
13.67 13.22 14.25 12.65 0.59 13.45 07-2008 07-2020
13.04 11.98 13.41 11.61 0.74 12.51 06-2008 06-2020
10.82 10.91 11.43 10.3 0.4 10.87 05-2008 05-2020
10.32 11.02 11.74 9.61 0.79 10.67 04-2008 04-2020
10.06 11.87 12.87 9.09 1.48 10.97 03-2008 03-2020
12.16 11.94 12.79 11.32 0.53 12.05 02-2008 02-2020
12.48 10.53 12.94 10.08 1.22 11.51 01-2008 01-2020
10.84 10.29 11.03 10.11 0.38 10.57 12-2007 12-2019
11.36 11.05 11.56 10.85 0.27 11.21 11-2007 11-2019
11.22 11.09 11.9 10.41 0.53 11.15 10-2007 10-2019
11.69 11.47 12.36 10.8 0.56 11.58 09-2007 09-2019
12.45 11.96 12.71 11.7 0.4 12.21 08-2007 08-2019
11.93 12.27 12.59 11.61 0.37 12.1 07-2007 07-2019
12.95 12.78 13.29 12.45 0.3 12.87 06-2007 06-2019
12.57 12.77 13.17 12.17 0.36 12.67 05-2007 05-2019
13.97 13.03 14.14 12.86 0.56 13.5 04-2007 04-2019
13.68 13.53 14.09 13.11 0.35 13.6 03-2007 03-2019
12.91 12.3 13.37 11.84 0.58 12.6 02-2007 02-2019
12.68 12.57 13.08 12.17 0.32 12.62 01-2007 01-2019
13 12.88 13.56 12.33 0.44 12.94 12-2006 12-2018
12.56 12.72 13.03 12.25 0.28 12.64 11-2006 11-2018
12.66 12.99 13.37 12.28 0.4 12.82 10-2006 10-2018
13.82 13.88 14.49 13.22 0.45 13.85 09-2006 09-2018
14.97 14.47 15.45 13.99 0.55 14.72 08-2006 08-2018
15.28 14.82 15.72 14.39 0.5 15.05 07-2006 07-2018
15.94 14.55 16.24 14.26 0.86 15.25 06-2006 06-2018
14.41 12.84 14.8 12.45 1 13.62 05-2006 05-2018
13.2 13.19 13.7 12.69 0.36 13.2 04-2006 04-2018
13.6 13.23 13.91 12.92 0.37 13.41 03-2006 03-2018
14.65 14.53 15.13 14.05 0.38 14.59 02-2006 02-2018
15.62 15.24 15.91 14.95 0.37 15.43 01-2006 01-2018
15.6 15.69 16.13 15.16 0.34 15.64 12-2005 12-2017
16.91 15.73 17.16 15.49 0.72 16.32 11-2005 11-2017
16.87 16.14 17.35 15.67 0.65 16.51 10-2005 10-2017
16.43 16.2 16.85 15.79 0.38 16.32 09-2005 09-2017
16.78 16.65 17.11 16.33 0.28 16.72 08-2005 08-2017
17.33 17.06 17.71 16.68 0.38 17.2 07-2005 07-2017
17.65 17.53 17.87 17.31 0.2 17.59 06-2005 06-2017
18.29 17.88 18.69 17.49 0.45 18.09 05-2005 05-2017
18.32 18.2 18.62 17.9 0.26 18.26 04-2005 04-2017
17.97 17.6 18.32 17.25 0.4 17.79 03-2005 03-2017

Rolling return for 15 year

Average return: 14.28
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.54 13.32 13.75 13.12 0.24 13.43 06-2010 06-2025
13.66 13.69 14.06 13.29 0.27 13.68 05-2010 05-2025
12.9 13.62 13.8 12.72 0.46 13.26 04-2010 04-2025
13.2 13.46 13.78 12.88 0.33 13.33 03-2010 03-2025
13.5 13.92 14.13 13.28 0.34 13.71 02-2010 02-2025
13.78 13.6 14.14 13.25 0.32 13.69 01-2010 01-2025
13.93 14.05 14.26 13.71 0.2 13.99 12-2009 12-2024
14.6 14.25 14.98 13.87 0.41 14.43 11-2009 11-2024
14.78 15.01 15.39 14.4 0.36 14.89 10-2009 10-2024
15.58 15.26 15.87 14.97 0.34 15.42 09-2009 09-2024
15.53 15.52 15.9 15.15 0.27 15.52 08-2009 08-2024
16.02 15.51 16.47 15.07 0.53 15.77 07-2009 07-2024
15.39 15.5 16.01 14.88 0.4 15.45 06-2009 06-2024
16.85 15.64 17.15 15.34 0.77 16.24 05-2009 05-2024
17.73 17.11 17.93 16.91 0.42 17.42 04-2009 04-2024
18.57 17.89 18.86 17.6 0.51 18.23 03-2009 03-2024
18.3 18.24 18.57 17.97 0.21 18.27 02-2009 02-2024
18.12 17.69 18.33 17.48 0.34 17.91 01-2009 01-2024
18 17.74 18.53 17.22 0.47 17.87 12-2008 12-2023
17.51 16.91 18.1 16.33 0.66 17.21 11-2008 11-2023
17.48 15.03 17.79 14.72 1.39 16.25 10-2008 10-2023
15.01 14.32 15.29 14.05 0.5 14.67 09-2008 09-2023
14.43 14.11 14.6 13.94 0.26 14.27 08-2008 08-2023
14.9 14.38 15.21 14.07 0.44 14.64 07-2008 07-2023
14.24 13.42 14.57 13.08 0.6 13.83 06-2008 06-2023
12.74 12.6 13.03 12.32 0.26 12.67 05-2008 05-2023
12.72 12.39 12.97 12.14 0.32 12.55 04-2008 04-2023
12.89 12.29 13.09 12.09 0.41 12.59 03-2008 03-2023
12.55 12.09 12.77 11.87 0.36 12.32 02-2008 02-2023
12.85 11.14 13.07 10.92 0.97 12 01-2008 01-2023
11.71 11.47 12.07 11.12 0.35 11.59 12-2007 12-2022
12.13 11.99 12.4 11.72 0.25 12.06 11-2007 11-2022
12.1 11.78 12.43 11.45 0.36 11.94 10-2007 10-2022
12.81 12.48 13.2 12.1 0.41 12.65 09-2007 09-2022
13.6 13.2 13.81 12.99 0.32 13.4 08-2007 08-2022
12.52 12.77 13.02 12.26 0.28 12.64 07-2007 07-2022
12.6 12.78 13.19 12.19 0.36 12.69 06-2007 06-2022
12.9 13.03 13.35 12.57 0.28 12.96 05-2007 05-2022
14.02 13.39 14.28 13.13 0.46 13.71 04-2007 04-2022
13.6 13.74 14.19 13.15 0.37 13.67 03-2007 03-2022
13.37 13.24 14.11 12.51 0.57 13.31 02-2007 02-2022
13.51 13.64 14.05 13.1 0.34 13.57 01-2007 01-2022
13.76 13.56 14.11 13.21 0.33 13.66 12-2006 12-2021
13.69 13.86 14.11 13.45 0.24 13.78 11-2006 11-2021
14.17 14.28 14.59 13.86 0.26 14.23 10-2006 10-2021
14.76 14.47 14.95 14.27 0.26 14.61 09-2006 09-2021
15.07 14.65 15.43 14.29 0.43 14.86 08-2006 08-2021
15.44 14.94 15.66 14.72 0.38 15.19 07-2006 07-2021
15.78 14.7 16.04 14.44 0.68 15.24 06-2006 06-2021
14 12.93 14.5 12.43 0.82 13.46 05-2006 05-2021
12.97 12.8 13.21 12.57 0.23 12.89 04-2006 04-2021
13.24 12.99 13.53 12.7 0.31 13.12 03-2006 03-2021
13.83 13.64 14.12 13.35 0.28 13.73 02-2006 02-2021
14.21 14.14 14.67 13.68 0.35 14.18 01-2006 01-2021
14.27 14.32 14.67 13.92 0.27 14.29 12-2005 12-2020
14.74 14.15 15.27 13.62 0.62 14.45 11-2005 11-2020
14.8 14.08 15.03 13.85 0.49 14.44 10-2005 10-2020
14.22 14.14 14.65 13.71 0.33 14.18 09-2005 09-2020
14.54 14.58 14.93 14.18 0.27 14.56 08-2005 08-2020
14.57 14.53 15.04 14.06 0.35 14.55 07-2005 07-2020
14.72 14.76 15.02 14.46 0.2 14.74 06-2005 06-2020
14.76 14.64 15.27 14.14 0.4 14.7 05-2005 05-2020
14.19 15.04 15.36 13.86 0.61 14.61 04-2005 04-2020
13.59 15.35 15.91 13.04 1.19 14.47 03-2005 03-2020