NIFTY NON-CYCLICAL CONSUMER

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 5.42
Weighted mean CAGR by duration 14.24
Mean CAGR 15.74
Standard deviation CAGR 2.9
Range for CAGR 8.68

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.62 52.86 20.25 22.01
3 year 10.87 24.90 18.01 17.75
5 year 7.78 23.81 14.89 15.09
7 year 9.05 19.34 14.39 14.49
10 year 7.95 19.61 13.94 13.70
12 year 8.14 18.57 14.23 13.81
15 year 9.30 18.53 12.64 13.33

Rolling return for 1 year

Average return: 22.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.17 4.12 11.9 -0.28 4.44 5.73 06-2024 06-2025
6.78 8.52 13.15 2.41 3.85 7.71 05-2024 05-2025
1.77 12.07 15.93 -1.62 7.2 7.04 04-2024 04-2025
3.44 8.03 12.03 -0.24 4.63 5.81 03-2024 03-2025
5.81 16.02 20.07 2.24 7.27 11.04 02-2024 02-2025
11.43 19.43 23.27 7.96 6.11 15.52 01-2024 01-2025
23.07 20.42 27.77 15.99 4.27 21.81 12-2023 12-2024
30.37 27.16 36.34 21.59 5.34 28.87 11-2023 11-2024
36.55 45.16 52.09 30.33 8.28 41.03 10-2023 10-2024
43.24 49.12 52.86 39.73 5.09 46.24 09-2023 09-2024
36.98 43.19 45.9 34.43 4.61 40.12 08-2023 08-2024
30.5 35.76 39 27.46 4.48 33.18 07-2023 07-2024

Rolling return for 3 year

Average return: 17.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.12 18.35 21.87 16.65 1.95 19.25 06-2022 06-2025
18.3 17 20.61 14.77 2.12 17.67 05-2022 05-2025
12.54 16.13 17.53 11.19 2.58 14.35 04-2022 04-2025
15.25 14.66 18.35 11.65 2.38 14.98 03-2022 03-2025
14.26 16.29 19.18 11.5 2.81 15.31 02-2022 02-2025
15.19 15.9 19.14 12.06 2.52 15.57 01-2022 01-2025
17 16.33 18.47 14.88 1.29 16.67 12-2021 12-2024
14.85 14.66 16.58 12.96 1.28 14.76 11-2021 11-2024
16.53 17.58 20.8 13.43 2.63 17.09 10-2021 10-2024
19.28 19.48 21.89 16.92 1.76 19.39 09-2021 09-2024
20.31 19.74 22.86 17.25 1.99 20.04 08-2021 08-2024
19.55 21.14 22.09 18.62 1.35 20.35 07-2021 07-2024
18 19.39 20.87 16.55 1.6 18.7 06-2021 06-2024
19.95 19.21 21.63 17.55 1.47 19.58 05-2021 05-2024
19.39 18.88 20.75 17.54 1.15 19.14 04-2021 04-2024
18.69 18.45 20.13 17.03 1.1 18.57 03-2021 03-2024
18.01 17.1 19.37 15.77 1.31 17.56 02-2021 02-2024
17.92 16.95 19.17 15.72 1.27 17.44 01-2021 01-2024
19.22 17.75 21.6 15.45 2.24 18.51 12-2020 12-2023
18.91 18.92 21.7 16.19 1.95 18.93 11-2020 11-2023
19.58 20.09 21.45 18.24 1.15 19.84 10-2020 10-2023
21.17 19.07 22.17 18.09 1.62 20.12 09-2020 09-2023
19.89 18.33 20.64 17.59 1.21 19.11 08-2020 08-2023
20.38 20.16 21.34 19.22 0.75 20.27 07-2020 07-2023
20.55 20.43 22.2 18.81 1.2 20.5 06-2020 06-2023
21.48 20.57 24.2 17.92 2.24 21.04 05-2020 05-2023
21.32 18.22 22.81 16.79 2.39 19.79 04-2020 04-2023
23.96 13.22 24.9 12.37 5.83 18.61 03-2020 03-2023
12.74 11.95 13.84 10.87 1.09 12.35 02-2020 02-2023
14.09 13.08 15.82 11.4 1.6 13.6 01-2020 01-2023
15.41 16.14 17.27 14.3 1.08 15.78 12-2019 12-2022
15.55 15.55 16.77 14.34 0.86 15.55 11-2019 11-2022
16.67 15.39 17.91 14.17 1.4 16.04 10-2019 10-2022
19.48 16.83 20.71 15.63 2.03 18.16 09-2019 09-2022
18.98 18.95 20.56 17.39 1.12 18.97 08-2019 08-2022
14.23 16.67 18.48 12.49 2.29 15.47 07-2019 07-2022

Rolling return for 5 year

Average return: 15.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.82 18.81 19.85 17.78 0.73 18.81 06-2020 06-2025
20.74 19.99 22.15 18.61 1.28 20.37 05-2020 05-2025
19.85 20.24 23.02 17.15 2.08 20.07 04-2020 04-2025
21.69 16.57 23.65 14.73 3.64 19.16 03-2020 03-2025
15 16.76 17.94 13.85 1.57 15.89 02-2020 02-2025
17.02 17.71 19.41 15.36 1.45 17.38 01-2020 01-2025
18.44 18.65 19.34 17.76 0.56 18.55 12-2019 12-2024
17.63 17.95 18.69 16.9 0.64 17.79 11-2019 11-2024
19.3 20.32 21.89 17.75 1.51 19.82 10-2019 10-2024
22.21 21.41 23.81 19.84 1.43 21.82 09-2019 09-2024
21.05 21.6 22.59 20.07 0.91 21.33 08-2019 08-2024
19.82 20.23 21.34 18.72 0.94 20.03 07-2019 07-2024
17.5 18.54 19.2 16.84 0.91 18.02 06-2019 06-2024
18.25 18.11 19.24 17.12 0.75 18.18 05-2019 05-2024
16.81 17.1 17.6 16.31 0.47 16.95 04-2019 04-2024
16.53 16.41 17.38 15.56 0.64 16.47 03-2019 03-2024
16.75 16.38 17.55 15.59 0.71 16.57 02-2019 02-2024
16.47 16.28 17.21 15.54 0.59 16.38 01-2019 01-2024
15.93 15.69 17.31 14.33 1.06 15.81 12-2018 12-2023
14.88 14.91 16.49 13.32 1.12 14.9 11-2018 11-2023
15.77 14.9 16.85 13.83 1.11 15.34 10-2018 10-2023
14.16 12.42 14.73 11.87 1.18 13.29 09-2018 09-2023
12.03 11.59 12.45 11.17 0.48 11.81 08-2018 08-2023
13.22 12.55 13.75 12.02 0.66 12.89 07-2018 07-2023
12.78 12.96 13.7 12.05 0.59 12.87 06-2018 06-2023
11.29 12.17 12.78 10.69 0.8 11.73 05-2018 05-2023
11.09 10.55 11.91 9.74 0.79 10.82 04-2018 04-2023
11.05 10.96 11.56 10.46 0.39 11.01 03-2018 03-2023
10.88 10.69 11.53 10.04 0.53 10.79 02-2018 02-2023
10.15 10.13 11.14 9.14 0.71 10.14 01-2018 01-2023
11.57 11.28 12.65 10.22 0.87 11.43 12-2017 12-2022
12.27 12.21 12.98 11.5 0.52 12.24 11-2017 11-2022
14.09 13.19 14.82 12.47 0.89 13.64 10-2017 10-2022
14.64 14.12 15.35 13.42 0.71 14.38 09-2017 09-2022
14.17 14.16 15.08 13.26 0.64 14.17 08-2017 08-2022
11.6 13.44 14.07 10.98 1.27 12.52 07-2017 07-2022
11.18 12.75 13.16 10.79 1.01 11.97 06-2017 06-2022
12.96 14.17 15.04 12.11 1.12 13.57 05-2017 05-2022
15.38 15.36 16.22 14.53 0.6 15.37 04-2017 04-2022
13.97 15.26 16.16 13.09 1.18 14.62 03-2017 03-2022
15.24 16.24 16.95 14.55 0.92 15.75 02-2017 02-2022
17.96 18.24 19.93 16.3 1.29 18.11 01-2017 01-2022
19.47 19.24 20.79 17.94 1.01 19.36 12-2016 12-2021
20.09 18.35 21.29 17.17 1.58 19.23 11-2016 11-2021
17.07 17.96 18.98 16.06 1.08 17.52 10-2016 10-2021
16.61 16.95 18.02 15.55 0.88 16.78 09-2016 09-2021
14.43 15.68 16.21 13.91 0.93 15.06 08-2016 08-2021
14.33 14.04 14.87 13.51 0.49 14.19 07-2016 07-2021
14.61 14.59 15.46 13.74 0.61 14.6 06-2016 06-2021
14.07 14.39 15.46 13.02 0.87 14.24 05-2016 05-2021
14.44 14.32 15.51 13.25 0.8 14.38 04-2016 04-2021
14.55 14.73 15.53 13.77 0.63 14.64 03-2016 03-2021
15.41 15.47 16.75 14.15 0.92 15.45 02-2016 02-2021
15.05 13.98 16.35 12.7 1.34 14.52 01-2016 01-2021
12.39 13.31 14.58 11.14 1.26 12.86 12-2015 12-2020
10.85 11.47 12.4 9.94 0.9 11.16 11-2015 11-2020
9.8 9.86 10.55 9.12 0.51 9.83 10-2015 10-2020
10.08 11.05 11.8 9.34 0.93 10.57 09-2015 09-2020
10.07 9.04 11.36 7.78 1.32 9.56 08-2015 08-2020
8.74 8.48 9.38 7.85 0.55 8.61 07-2015 07-2020

Rolling return for 7 year

Average return: 14.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.76 13.94 14.47 13.24 0.44 13.85 06-2018 06-2025
13.62 14.11 14.56 13.17 0.52 13.87 05-2018 05-2025
12.94 14.06 15.06 11.96 1.17 13.51 04-2018 04-2025
13.09 13.95 14.39 12.66 0.68 13.52 03-2018 03-2025
13 14.44 15.06 12.39 1.07 13.72 02-2018 02-2025
13.29 14.19 14.94 12.55 0.9 13.74 01-2018 01-2025
14.77 14.38 15.38 13.77 0.59 14.58 12-2017 12-2024
14.65 14.83 15.39 14.09 0.46 14.74 11-2017 11-2024
16.66 17.27 18.47 15.48 1.08 16.97 10-2017 10-2024
17.89 18.09 18.99 16.99 0.71 17.99 09-2017 09-2024
16.95 17.34 18.01 16.29 0.62 17.15 08-2017 08-2024
16.25 16.84 17.3 15.79 0.57 16.55 07-2017 07-2024
15.54 16.43 16.73 15.24 0.61 15.98 06-2017 06-2024
16.15 16.22 16.84 15.52 0.47 16.18 05-2017 05-2024
16.22 16.16 16.78 15.6 0.42 16.19 04-2017 04-2024
16.11 16.07 16.71 15.47 0.44 16.09 03-2017 03-2024
16.23 16.3 16.8 15.73 0.38 16.27 02-2017 02-2024
17.72 17.06 18.25 16.54 0.65 17.39 01-2017 01-2024
17.91 17.81 18.91 16.82 0.74 17.86 12-2016 12-2023
16.44 15.56 17.61 14.42 1.17 16.01 11-2016 11-2023
14.3 14.35 15.06 13.6 0.52 14.33 10-2016 10-2023
14.34 14 14.74 13.59 0.42 14.17 09-2016 09-2023
13.95 13.88 14.25 13.57 0.24 13.91 08-2016 08-2023
14.36 14.15 14.74 13.77 0.35 14.26 07-2016 07-2023
14.47 14.52 15.14 13.85 0.46 14.5 06-2016 06-2023
13.9 14.23 14.99 13.14 0.66 14.07 05-2016 05-2023
13.68 13.43 14.28 12.84 0.52 13.56 04-2016 04-2023
13.56 13.37 13.93 13 0.34 13.46 03-2016 03-2023
14.22 13.81 14.7 13.33 0.51 14.02 02-2016 02-2023
13.93 12.99 14.67 12.27 0.91 13.46 01-2016 01-2023
13.76 13.63 14.54 12.86 0.6 13.7 12-2015 12-2022
14.07 13.91 14.58 13.39 0.42 13.99 11-2015 11-2022
13.65 13.66 14.17 13.15 0.36 13.66 10-2015 10-2022
14.48 14.43 14.98 13.93 0.37 14.46 09-2015 09-2022
13.8 12.74 14.45 12.1 0.91 13.27 08-2015 08-2022
11.1 12.19 12.85 10.45 0.93 11.65 07-2015 07-2022
11.42 11.76 12.83 10.36 0.88 11.59 06-2015 06-2022
11.81 12.56 13.27 11.11 0.81 12.19 05-2015 05-2022
13.07 12.03 13.65 11.45 0.86 12.55 04-2015 04-2022
11.5 12.21 13.03 10.69 0.86 11.86 03-2015 03-2022
12.14 12.69 13.33 11.51 0.67 12.42 02-2015 02-2022
13.42 13.22 14.77 11.89 1.02 13.32 01-2015 01-2022
14.09 13.75 14.99 12.87 0.76 13.93 12-2014 12-2021
14.49 14.61 15.31 13.8 0.54 14.55 11-2014 11-2021
15.23 15.72 16.57 14.39 0.79 15.48 10-2014 10-2021
14.84 15.33 15.83 14.34 0.55 15.09 09-2014 09-2021
14.17 14.84 15.44 13.58 0.7 14.51 08-2014 08-2021
14.4 13.84 14.78 13.46 0.51 14.12 07-2014 07-2021
14.23 14.12 14.84 13.52 0.47 14.18 06-2014 06-2021
14.41 14.32 15.4 13.34 0.73 14.37 05-2014 05-2021
14 14.23 14.77 13.47 0.47 14.12 04-2014 04-2021
14.76 14.1 15.45 13.41 0.76 14.43 03-2014 03-2021
14.89 15.27 15.83 14.33 0.55 15.08 02-2014 02-2021
14.8 14.63 15.73 13.71 0.72 14.72 01-2014 01-2021
13.2 14.22 14.77 12.66 0.83 13.71 12-2013 12-2020
11.9 12.03 13.02 10.92 0.74 11.97 11-2013 11-2020
11.51 11.1 12.05 10.56 0.55 11.3 10-2013 10-2020
12.48 11.91 13.73 10.68 1.1 12.2 09-2013 09-2020
13.16 12.22 14.11 11.3 1.05 12.7 08-2013 08-2020
11.72 10.69 12.19 10.23 0.78 11.21 07-2013 07-2020
11.82 11.34 12.52 10.65 0.68 11.58 06-2013 06-2020
9.67 10.54 11.07 9.14 0.75 10.11 05-2013 05-2020
11.12 11.1 12.94 9.3 1.29 11.12 04-2013 04-2020
9.61 13.74 14.32 9.05 2.37 11.68 03-2013 03-2020
14.32 14.2 15.14 13.38 0.62 14.26 02-2013 02-2020
13.04 13.69 14.2 12.53 0.63 13.36 01-2013 01-2020
13.13 13.13 13.6 12.66 0.33 13.13 12-2012 12-2019
14.85 13.55 15.37 13.04 0.94 14.2 11-2012 11-2019
14.61 15.19 15.68 14.13 0.59 14.9 10-2012 10-2019
14.96 15.2 16.58 13.6 1.06 15.08 09-2012 09-2019
15.04 15.39 15.71 14.72 0.37 15.21 08-2012 08-2019
15.44 15.81 16.2 15.05 0.43 15.62 07-2012 07-2019
17.04 16.22 17.51 15.76 0.68 16.63 06-2012 06-2019
16.18 16.09 16.98 15.31 0.59 16.14 05-2012 05-2019
16.21 16.24 16.57 15.89 0.24 16.23 04-2012 04-2019
16.72 16.7 17.41 16.01 0.5 16.71 03-2012 03-2019
16.43 16.58 17.27 15.75 0.54 16.51 02-2012 02-2019
18.16 17.38 18.84 16.71 0.8 17.77 01-2012 01-2019
18.16 17.88 19.34 16.71 0.94 18.02 12-2011 12-2018
16.81 16.52 17.95 15.39 0.91 16.67 11-2011 11-2018
16.03 16.22 17.43 14.83 0.92 16.13 10-2011 10-2018
17.11 17.79 18.82 16.1 0.99 17.45 09-2011 09-2018
18.15 17.39 18.8 16.75 0.77 17.77 08-2011 08-2018
16.37 16.74 17.26 15.86 0.51 16.56 07-2011 07-2018

Rolling return for 10 year

Average return: 13.7
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.97 13.7 14.46 13.21 0.45 13.84 06-2015 06-2025
13.72 13.88 14.38 13.22 0.41 13.8 05-2015 05-2025
12.91 13.24 14.39 11.78 0.93 13.08 04-2015 04-2025
12.61 12.94 13.51 12.04 0.53 12.77 03-2015 03-2025
12.77 13.76 14.21 12.33 0.75 13.27 02-2015 02-2025
13.95 14.02 15.1 12.87 0.79 13.98 01-2015 01-2025
14.96 14.52 15.39 14.09 0.49 14.74 12-2014 12-2024
14.6 14.63 15.11 14.12 0.35 14.62 11-2014 11-2024
15.62 16.27 16.87 15.03 0.69 15.95 10-2014 10-2024
16.16 16.56 16.91 15.8 0.42 16.36 09-2014 09-2024
15.98 16.29 16.71 15.56 0.42 16.13 08-2014 08-2024
15.92 15.98 16.65 15.25 0.5 15.95 07-2014 07-2024
15.35 15.67 16.18 14.84 0.49 15.51 06-2014 06-2024
16.04 15.77 16.53 15.28 0.45 15.9 05-2014 05-2024
15.6 15.61 15.99 15.22 0.27 15.61 04-2014 04-2024
15.92 15.39 16.34 14.97 0.52 15.66 03-2014 03-2024
15.81 15.82 16.21 15.42 0.28 15.82 02-2014 02-2024
15.73 15.32 16.09 14.96 0.42 15.53 01-2014 01-2024
14.97 15.27 15.66 14.59 0.39 15.12 12-2013 12-2023
13.96 14.05 14.76 13.26 0.53 14.01 11-2013 11-2023
13.87 13.72 14.41 13.2 0.43 13.8 10-2013 10-2023
15.02 14.01 15.31 13.73 0.66 14.52 09-2013 09-2023
15.14 14.02 15.36 13.81 0.68 14.58 08-2013 08-2023
14.26 13.45 14.53 13.18 0.56 13.86 07-2013 07-2023
14.37 14 14.84 13.53 0.48 14.18 06-2013 06-2023
13.08 13.46 13.84 12.7 0.42 13.27 05-2013 05-2023
14.08 13.19 14.5 12.78 0.68 13.64 04-2013 04-2023
13.73 13.58 13.99 13.32 0.24 13.66 03-2013 03-2023
13.84 13.52 14.17 13.19 0.36 13.68 02-2013 02-2023
13.35 13.51 13.87 13 0.31 13.43 01-2013 01-2023
13.81 14.02 14.36 13.48 0.32 13.92 12-2012 12-2022
15.06 14.14 15.42 13.79 0.66 14.6 11-2012 11-2022
15.23 15.25 15.59 14.89 0.25 15.24 10-2012 10-2022
16.3 15.68 16.66 15.33 0.52 15.99 09-2012 09-2022
16.21 16.44 16.67 15.98 0.26 16.33 08-2012 08-2022
15.07 16.07 16.34 14.8 0.65 15.57 07-2012 07-2022
15.33 15.46 16.35 14.45 0.67 15.4 06-2012 06-2022
15.6 16.04 16.65 14.99 0.61 15.82 05-2012 05-2022
16.09 16.28 16.51 15.86 0.24 16.19 04-2012 04-2022
15.66 16.27 16.77 15.17 0.61 15.97 03-2012 03-2022
16.13 16.51 16.99 15.66 0.49 16.32 02-2012 02-2022
17.52 17.48 18.5 16.51 0.7 17.5 01-2012 01-2022
17.86 17.5 18.51 16.85 0.6 17.68 12-2011 12-2021
17.71 17.3 18.3 16.71 0.58 17.51 11-2011 11-2021
17.65 17.75 18.6 16.8 0.64 17.7 10-2011 10-2021
17.33 17.32 18.04 16.62 0.5 17.33 09-2011 09-2021
16.13 16.06 17.03 15.16 0.66 16.09 08-2011 08-2021
15.17 15.08 15.44 14.81 0.22 15.12 07-2011 07-2021
15.4 15.15 15.83 14.72 0.4 15.28 06-2011 06-2021
15.09 15.05 15.79 14.36 0.51 15.07 05-2011 05-2021
14.76 14.99 15.3 14.45 0.31 14.88 04-2011 04-2021
15.33 15.18 15.81 14.7 0.4 15.25 03-2011 03-2021
15.68 15.48 16.35 14.81 0.55 15.58 02-2011 02-2021
14.88 14.23 15.53 13.59 0.72 14.56 01-2011 01-2021
13.66 13.98 14.76 12.89 0.67 13.82 12-2010 12-2020
12.75 12.38 13.54 11.6 0.7 12.57 11-2010 11-2020
11.9 11.82 12.28 11.45 0.29 11.86 10-2010 10-2020
11.89 12 12.76 11.13 0.58 11.95 09-2010 09-2020
12.44 12.79 13.1 12.14 0.36 12.62 08-2010 08-2020
12.96 12.68 13.29 12.35 0.35 12.82 07-2010 07-2020
13.72 12.84 14.22 12.35 0.73 13.28 06-2010 06-2020
12.9 13.07 13.9 12.07 0.65 12.98 05-2010 05-2020
11.87 12.86 13.16 11.58 0.66 12.37 04-2010 04-2020
11.22 14.12 14.55 10.81 1.67 12.68 03-2010 03-2020
14.81 14.82 15.39 14.24 0.41 14.82 02-2010 02-2020
14.07 14.24 14.89 13.43 0.52 14.16 01-2010 01-2020
14.11 13.94 14.44 13.61 0.3 14.02 12-2009 12-2019
14.88 14.5 15.24 14.14 0.41 14.69 11-2009 11-2019
14.26 13.94 15.01 13.2 0.65 14.1 10-2009 10-2019
13.1 13.73 14.21 12.62 0.6 13.41 09-2009 09-2019
13.67 13.18 14.13 12.72 0.53 13.43 08-2009 08-2019
14.52 13.39 15.05 12.87 0.87 13.96 07-2009 07-2019
14.47 13.95 14.79 13.63 0.45 14.21 06-2009 06-2019
15.87 14.47 16.43 13.92 1.02 15.17 05-2009 05-2019
17.61 16.46 17.87 16.21 0.71 17.04 04-2009 04-2019
19.11 17.81 19.61 17.32 0.93 18.46 03-2009 03-2019
17.84 17.56 18.43 16.98 0.52 17.7 02-2009 02-2019
18.02 16.42 18.49 15.95 1.06 17.22 01-2009 01-2019
17.7 16.88 18.52 16.07 0.91 17.29 12-2008 12-2018
17.63 16.56 18.44 15.77 1.02 17.1 11-2008 11-2018
17.44 14.07 18.44 13.11 2.23 15.77 10-2008 10-2018
14.34 14.18 15.51 13.03 0.88 14.26 09-2008 09-2018
14.36 14.05 14.8 13.61 0.43 14.2 08-2008 08-2018
14.84 13.81 15.46 13.21 0.87 14.33 07-2008 07-2018
13.83 12.15 14.2 11.78 1.04 12.99 06-2008 06-2018
11.84 11.58 12.14 11.27 0.32 11.71 05-2008 05-2018
11.92 11.69 12.61 11.01 0.57 11.81 04-2008 04-2018
12.23 11.51 12.53 11.21 0.53 11.87 03-2008 03-2018
11.66 10.83 12.08 10.41 0.66 11.25 02-2008 02-2018
11.95 9.38 12.47 8.88 1.56 10.67 01-2008 01-2018
10.07 9.53 10.75 8.86 0.69 9.8 12-2007 12-2017
11.02 10.48 11.4 10.1 0.5 10.75 11-2007 11-2017
10.16 9.92 10.96 9.14 0.65 10.04 10-2007 10-2017
10.67 10.48 11.26 9.88 0.49 10.57 09-2007 09-2017
11.59 10.99 12.04 10.55 0.57 11.29 08-2007 08-2017
10.73 10.53 11.03 10.22 0.29 10.63 07-2007 07-2017
11.02 10.62 11.22 10.42 0.32 10.82 06-2007 06-2017
10.63 10.36 11.05 9.94 0.4 10.5 05-2007 05-2017
11.21 10.48 11.62 10.07 0.61 10.85 04-2007 04-2017
11.35 10.99 11.78 10.56 0.45 11.17 03-2007 03-2017
10.61 9.57 10.94 9.24 0.7 10.09 02-2007 02-2017
9.24 9.22 10.01 8.45 0.55 9.23 01-2007 01-2017
9.03 8.77 9.74 8.06 0.6 8.9 12-2006 12-2016
8.68 9.62 10.02 8.28 0.7 9.15 11-2006 11-2016
10.46 10.42 10.94 9.94 0.35 10.44 10-2006 10-2016
11.09 10.97 11.6 10.46 0.41 11.03 09-2006 09-2016
11.99 11.27 12.25 11.02 0.5 11.63 08-2006 08-2016
12.11 11.57 12.51 11.17 0.51 11.84 07-2006 07-2016
12.89 11.19 13.32 10.77 1.08 12.04 06-2006 06-2016
10.38 8.59 10.89 8.09 1.17 9.49 05-2006 05-2016
8.67 8.51 9.23 7.95 0.46 8.59 04-2006 04-2016
9.57 8.55 9.95 8.17 0.73 9.06 03-2006 03-2016
10.09 9.9 10.69 9.29 0.5 9.99 02-2006 02-2016
10.61 11.26 11.76 10.12 0.62 10.94 01-2006 01-2016
11.59 11.54 12.22 10.92 0.46 11.57 12-2005 12-2015
12.71 11.89 13.18 11.42 0.69 12.3 11-2005 11-2015
13.34 12.06 13.7 11.71 0.84 12.7 10-2005 10-2015
11.99 11.7 12.37 11.33 0.38 11.85 09-2005 09-2015
12.69 13.35 13.88 12.16 0.65 13.02 08-2005 08-2015
14.65 13.77 15.12 13.3 0.71 14.21 07-2005 07-2015

Rolling return for 12 year

Average return: 13.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.69 14.39 15.1 13.98 0.41 14.54 06-2013 06-2025
14.15 14.38 14.7 13.83 0.32 14.27 05-2013 05-2025
14.68 14.82 15.93 13.58 0.83 14.75 04-2013 04-2025
14.49 14.91 15.25 14.15 0.42 14.7 03-2013 03-2025
14.6 15.26 15.81 14.05 0.66 14.93 02-2013 02-2025
14.68 15.35 15.65 14.38 0.51 15.02 01-2013 01-2025
15.32 15.4 15.68 15.04 0.23 15.36 12-2012 12-2024
16 15.36 16.44 14.93 0.58 15.68 11-2012 11-2024
16.54 17.3 17.59 16.25 0.54 16.92 10-2012 10-2024
17.93 17.75 18.57 17.11 0.52 17.84 09-2012 09-2024
17.51 17.94 18.13 17.32 0.32 17.73 08-2012 08-2024
17.25 17.63 17.86 17.02 0.33 17.44 07-2012 07-2024
17.23 17.18 17.94 16.48 0.52 17.21 06-2012 06-2024
17.04 16.93 17.45 16.52 0.33 16.98 05-2012 05-2024
16.46 16.6 16.79 16.27 0.19 16.53 04-2012 04-2024
16.64 16.58 16.99 16.23 0.27 16.61 03-2012 03-2024
16.56 16.5 16.9 16.16 0.26 16.53 02-2012 02-2024
17.46 16.92 17.77 16.61 0.45 17.19 01-2012 01-2024
17.22 16.96 17.8 16.39 0.51 17.09 12-2011 12-2023
16 15.85 16.68 15.18 0.53 15.93 11-2011 11-2023
15.92 15.67 16.37 15.22 0.42 15.8 10-2011 10-2023
15.87 15.52 16.11 15.29 0.32 15.7 09-2011 09-2023
15.56 14.94 15.74 14.76 0.41 15.25 08-2011 08-2023
15.05 14.98 15.27 14.75 0.19 15.01 07-2011 07-2023
15.19 15.02 15.58 14.63 0.34 15.11 06-2011 06-2023
14.82 14.85 15.45 14.21 0.44 14.83 05-2011 05-2023
14.27 14.36 14.62 14.01 0.22 14.31 04-2011 04-2023
14.61 14.31 14.83 14.09 0.28 14.46 03-2011 03-2023
14.94 14.5 15.22 14.22 0.39 14.72 02-2011 02-2023
14.26 13.61 14.69 13.19 0.58 13.94 01-2011 01-2023
14.25 14.06 14.71 13.6 0.4 14.16 12-2010 12-2022
14.33 13.65 14.63 13.35 0.51 13.99 11-2010 11-2022
13.81 13.73 14.11 13.43 0.24 13.77 10-2010 10-2022
14.17 13.81 14.46 13.52 0.36 13.99 09-2010 09-2022
14.24 14.36 14.62 13.98 0.23 14.3 08-2010 08-2022
13.65 14.19 14.7 13.15 0.58 13.92 07-2010 07-2022
14.24 13.92 15.09 13.09 0.72 14.09 06-2010 06-2022
14.75 14.92 15.62 14.05 0.56 14.83 05-2010 05-2022
14.96 15.05 15.3 14.71 0.21 15 04-2010 04-2022
14.45 15 15.36 14.09 0.49 14.72 03-2010 03-2022
15.02 15.26 15.73 14.55 0.43 15.14 02-2010 02-2022
15.01 15.26 15.81 14.47 0.48 15.14 01-2010 01-2022
15.18 15.28 15.7 14.76 0.33 15.23 12-2009 12-2021
16.03 15.88 16.51 15.4 0.4 15.96 11-2009 11-2021
15.76 15.64 16.54 14.87 0.59 15.7 10-2009 10-2021
15.27 15.44 15.85 14.86 0.36 15.36 09-2009 09-2021
15.04 14.98 15.79 14.24 0.55 15.01 08-2009 08-2021
15.45 14.29 15.68 14.07 0.7 14.87 07-2009 07-2021
14.85 14.5 15.2 14.14 0.39 14.67 06-2009 06-2021
15.85 14.8 16.44 14.22 0.87 15.33 05-2009 05-2021
16.84 16.13 17.3 15.68 0.63 16.49 04-2009 04-2021
18.13 17.06 18.55 16.65 0.77 17.6 03-2009 03-2021
17.34 17.19 17.91 16.62 0.46 17.27 02-2009 02-2021
17.4 16.23 17.95 15.68 0.9 16.81 01-2009 01-2021
16.58 16.17 17.52 15.24 0.82 16.38 12-2008 12-2020
16.16 15.29 16.84 14.63 0.84 15.73 11-2008 11-2020
16.21 12.95 16.54 12.63 1.8 14.58 10-2008 10-2020
12.62 12.27 13.35 11.55 0.65 12.45 09-2008 09-2020
12.05 11.98 12.59 11.44 0.41 12.02 08-2008 08-2020
12.83 11.75 13.1 11.48 0.69 12.29 07-2008 07-2020
11.77 10.5 12.18 10.1 0.86 11.14 06-2008 06-2020
9.33 9.68 10.14 8.87 0.47 9.5 05-2008 05-2020
9.35 9.65 10.39 8.61 0.64 9.5 04-2008 04-2020
9 10.86 11.7 8.17 1.41 9.93 03-2008 03-2020
11.06 10.5 11.53 10.03 0.57 10.78 02-2008 02-2020
10.67 8.78 11.33 8.14 1.31 9.73 01-2008 01-2020
9.39 8.65 9.66 8.39 0.52 9.02 12-2007 12-2019
10.43 9.95 10.72 9.67 0.41 10.19 11-2007 11-2019
10.19 9.93 10.79 9.34 0.52 10.06 10-2007 10-2019
10.18 10.43 11.08 9.53 0.56 10.3 09-2007 09-2019
10.87 10.38 11.24 10 0.47 10.62 08-2007 08-2019
10.23 10.23 10.65 9.81 0.3 10.23 07-2007 07-2019
10.98 10.74 11.24 10.48 0.28 10.86 06-2007 06-2019
10.71 10.57 11.15 10.13 0.36 10.64 05-2007 05-2019
11.79 11.04 12 10.84 0.49 11.42 04-2007 04-2019
11.96 11.68 12.35 11.3 0.38 11.82 03-2007 03-2019
11.32 10.63 11.78 10.17 0.62 10.98 02-2007 02-2019
11.1 10.8 11.47 10.44 0.38 10.95 01-2007 01-2019
11.24 11.06 11.89 10.42 0.52 11.15 12-2006 12-2018
10.56 10.85 11.19 10.22 0.36 10.71 11-2006 11-2018
10.5 10.84 11.28 10.07 0.44 10.67 10-2006 10-2018
11.7 12.12 12.65 11.17 0.54 11.91 09-2006 09-2018
13.11 12.65 13.48 12.29 0.45 12.88 08-2006 08-2018
12.95 12.66 13.45 12.17 0.46 12.81 07-2006 07-2018
13.86 12.38 14.16 12.08 0.9 13.12 06-2006 06-2018
12.03 10.34 12.29 10.09 0.98 11.19 05-2006 05-2018
10.54 10.5 11.11 9.93 0.42 10.52 04-2006 04-2018
11.26 10.32 11.5 10.07 0.61 10.79 03-2006 03-2018
12.14 11.82 12.5 11.47 0.38 11.98 02-2006 02-2018
12.74 12.75 13.17 12.32 0.3 12.75 01-2006 01-2018
12.86 12.87 13.44 12.29 0.41 12.86 12-2005 12-2017
13.69 12.93 14.01 12.6 0.57 13.31 11-2005 11-2017
13.21 12.52 13.89 11.85 0.76 12.87 10-2005 10-2017
12.34 12.28 12.84 11.78 0.38 12.31 09-2005 09-2017
12.72 12.66 13.1 12.28 0.29 12.69 08-2005 08-2017
13.84 12.98 14.1 12.72 0.57 13.41 07-2005 07-2017
14.16 13.84 14.33 13.67 0.26 14 06-2005 06-2017
14.4 14.1 14.76 13.74 0.38 14.25 05-2005 05-2017
14.32 14.37 14.68 14.01 0.24 14.34 04-2005 04-2017

Rolling return for 15 year

Average return: 13.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.4 14.79 15.73 14.46 0.5 15.09 06-2010 06-2025
15.45 15.33 15.9 14.89 0.36 15.39 05-2010 05-2025
14.47 15.27 15.47 14.27 0.51 14.87 04-2010 04-2025
14.61 14.93 15.22 14.32 0.34 14.77 03-2010 03-2025
14.87 15.46 15.84 14.49 0.52 15.16 02-2010 02-2025
15.05 15.39 15.82 14.61 0.44 15.22 01-2010 01-2025
15.54 15.49 15.83 15.2 0.22 15.52 12-2009 12-2024
15.79 15.64 16.14 15.29 0.31 15.71 11-2009 11-2024
15.91 16.03 16.75 15.2 0.55 15.97 10-2009 10-2024
16.06 16.23 16.56 15.73 0.3 16.14 09-2009 09-2024
16.08 15.92 16.57 15.43 0.41 16 08-2009 08-2024
16.26 15.63 16.75 15.14 0.61 15.95 07-2009 07-2024
15.47 15.46 16.03 14.9 0.4 15.46 06-2009 06-2024
16.66 15.67 16.99 15.34 0.68 16.16 05-2009 05-2024
17.35 16.67 17.61 16.41 0.49 17.01 04-2009 04-2024
18.24 17.34 18.53 17.06 0.61 17.79 03-2009 03-2024
17.47 17.17 17.74 16.9 0.32 17.32 02-2009 02-2024
17.5 16.37 17.75 16.13 0.7 16.94 01-2009 01-2024
17.11 16.48 17.57 16.02 0.59 16.8 12-2008 12-2023
16.71 16.01 17.25 15.47 0.68 16.36 11-2008 11-2023
16.88 14.34 17.24 13.99 1.46 15.61 10-2008 10-2023
14.28 13.59 14.47 13.41 0.45 13.94 09-2008 09-2023
13.58 13.22 13.72 13.08 0.26 13.4 08-2008 08-2023
14.3 13.39 14.48 13.21 0.55 13.85 07-2008 07-2023
13.48 12.42 13.78 12.11 0.7 12.95 06-2008 06-2023
11.65 11.78 12.15 11.28 0.31 11.71 05-2008 05-2023
11.64 11.31 11.92 11.04 0.33 11.48 04-2008 04-2023
11.84 11.33 12.01 11.16 0.35 11.58 03-2008 03-2023
11.4 10.79 11.61 10.57 0.43 11.09 02-2008 02-2023
11.35 9.63 11.68 9.3 1.04 10.49 01-2008 01-2023
10.57 10.11 10.92 9.76 0.44 10.34 12-2007 12-2022
11.43 11.05 11.67 10.82 0.33 11.24 11-2007 11-2022
11.46 11 11.7 10.76 0.37 11.23 10-2007 10-2022
11.98 11.68 12.21 11.45 0.29 11.83 09-2007 09-2022
12.45 12.04 12.74 11.74 0.38 12.24 08-2007 08-2022
11.02 11.49 11.83 10.68 0.44 11.25 07-2007 07-2022
11.08 11.33 11.73 10.68 0.38 11.21 06-2007 06-2022
11.4 11.61 12.08 10.94 0.41 11.51 05-2007 05-2022
12.58 12.08 12.85 11.81 0.41 12.33 04-2007 04-2022
12.21 12.39 12.93 11.68 0.45 12.3 03-2007 03-2022
12.13 11.75 12.68 11.2 0.54 11.94 02-2007 02-2022
12.07 12.15 12.69 11.53 0.41 12.11 01-2007 01-2022
12.4 12.15 12.82 11.74 0.39 12.28 12-2006 12-2021
12.36 12.46 12.73 12.08 0.23 12.41 11-2006 11-2021
12.62 12.87 13.23 12.27 0.35 12.75 10-2006 10-2021
12.9 12.93 13.35 12.48 0.31 12.92 09-2006 09-2021
12.8 12.72 13.38 12.14 0.44 12.76 08-2006 08-2021
12.84 12.39 13.02 12.21 0.33 12.61 07-2006 07-2021
13.46 12.31 13.74 12.04 0.73 12.89 06-2006 06-2021
11.6 10.49 12.05 10.05 0.81 11.05 05-2006 05-2021
10.56 10.41 10.9 10.07 0.3 10.48 04-2006 04-2021
11.21 10.57 11.52 10.26 0.5 10.89 03-2006 03-2021
11.83 11.72 12.26 11.3 0.34 11.78 02-2006 02-2021
12.07 12.16 12.49 11.74 0.27 12.12 01-2006 01-2021
11.86 12.13 12.58 11.41 0.42 12 12-2005 12-2020
12.09 11.75 12.61 11.23 0.5 11.92 11-2005 11-2020
12.15 11.32 12.4 11.07 0.55 11.73 10-2005 10-2020
11.35 11.48 11.93 10.91 0.36 11.42 09-2005 09-2020
11.81 11.89 12.24 11.46 0.28 11.85 08-2005 08-2020
12.65 11.98 12.87 11.76 0.46 12.31 07-2005 07-2020
12.8 12.74 13.13 12.41 0.26 12.77 06-2005 06-2020
12.64 12.79 13.31 12.12 0.42 12.71 05-2005 05-2020
12.53 13.14 13.39 12.29 0.44 12.84 04-2005 04-2020