NIFTY50 SHARIAH

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 8.1
Weighted mean CAGR by duration 10.74
Mean CAGR 11.53
Standard deviation CAGR 1.42
Range for CAGR 3.93

Summary

Duration Min Max Median Average XIRR (%)
1 year -10.30 40.73 10.46 13.86
3 year -0.53 27.66 11.42 11.80
5 year 4.38 20.64 13.53 13.18
7 year 5.12 14.65 11.43 11.45
10 year 4.02 15.16 10.73 10.27
12 year 3.52 15.89 10.62 10.19
15 year 6.33 14.83 9.74 9.93

Rolling return for 1 year

Average return: 13.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
3.13 -1.4 6.72 -4.73 4.35 0.93 06-2024 06-2025
1.24 2.68 6.86 -2.72 3.43 2.02 05-2024 05-2025
-5.87 1.81 6.19 -9.75 6.26 -1.91 04-2024 04-2025
-4.84 -3.01 2.89 -10.3 4.71 -3.81 03-2024 03-2025
-6.46 1.75 5.72 -9.98 6.26 -2.24 02-2024 02-2025
5.11 8.21 13.21 0.46 4.64 6.75 01-2024 01-2025
16.06 12.72 21.57 7.61 5.08 14.49 12-2023 12-2024
23.51 21.77 30.36 15.37 5.34 22.75 11-2023 11-2024
29.03 32.85 40.73 21.8 6.83 31.1 10-2023 10-2024
35.42 32.61 38.49 29.66 3.28 34.05 09-2023 09-2024
31.49 36.69 39.11 29.2 3.96 34.12 08-2023 08-2024
24.53 31.38 37.17 19.27 6.78 28.09 07-2023 07-2024

Rolling return for 3 year

Average return: 11.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.88 7.84 11.15 6.62 1.76 8.87 06-2022 06-2025
7.69 6.71 9.64 4.8 1.75 7.21 05-2022 05-2025
2.24 3.54 6.43 -0.53 2.5 2.92 04-2022 04-2025
3.16 3.4 5.88 0.75 1.82 3.3 03-2022 03-2025
3.7 5 8.02 0.8 2.59 4.38 02-2022 02-2025
5.12 4.15 7.76 1.61 2.2 4.66 01-2022 01-2025
6.63 5.75 8.29 4.13 1.5 6.2 12-2021 12-2024
6.15 6.46 8.08 4.56 1.25 6.31 11-2021 11-2024
7.57 8.56 10.73 5.47 1.89 8.08 10-2021 10-2024
9.18 8.4 10 7.59 0.9 8.79 09-2021 09-2024
10.34 9.27 12.43 7.23 1.88 9.82 08-2021 08-2024
8.4 11.3 11.95 7.77 1.8 9.86 07-2021 07-2024
7.09 7.48 9.96 4.68 1.87 7.3 06-2021 06-2024
8.92 8.47 10.38 7.04 1.19 8.7 05-2021 05-2024
8.71 8.07 10.25 6.56 1.32 8.4 04-2021 04-2024
10.91 10.7 13.11 8.54 1.62 10.81 03-2021 03-2024
12.6 11.92 14.05 10.5 1.28 12.27 02-2021 02-2024
10.71 9.38 12.39 7.75 1.71 10.06 01-2021 01-2024
11.46 10.87 14.31 8.11 2.2 11.19 12-2020 12-2023
11.04 11.53 13.59 9.02 1.63 11.29 11-2020 11-2023
11.38 11.11 13.54 9 1.61 11.26 10-2020 10-2023
14.56 13.95 16.23 12.31 1.4 14.26 09-2020 09-2023
14.21 13.76 14.88 13.09 0.65 13.99 08-2020 08-2023
17.77 14.76 19.48 13.13 2.48 16.29 07-2020 07-2023
17.62 17.48 19.09 16.03 1.08 17.55 06-2020 06-2023
19.39 18.51 21.07 16.86 1.52 18.96 05-2020 05-2023
22.03 17.06 23.92 15.26 3.53 19.57 04-2020 04-2023
25.53 15.45 27.66 13.53 6.14 20.54 03-2020 03-2023
15.98 14.71 18.1 12.65 1.98 15.36 02-2020 02-2023
16.15 16.21 17.62 14.75 1.01 16.18 01-2020 01-2023
17.27 18.34 19.77 15.87 1.43 17.81 12-2019 12-2022
17.2 17.33 19.24 15.31 1.39 17.27 11-2019 11-2022
15.12 15.34 16.95 13.54 1.21 15.24 10-2019 10-2022
15.49 16.6 18 14.12 1.43 16.05 09-2019 09-2022
17.49 18.35 19.79 16.08 1.35 17.93 08-2019 08-2022
15.79 16.59 18.65 13.78 1.74 16.2 07-2019 07-2022

Rolling return for 5 year

Average return: 13.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.62 14.47 15.41 13.69 0.61 14.55 06-2020 06-2025
15.94 15.71 17.2 14.46 0.97 15.83 05-2020 05-2025
16.22 15.05 19.06 12.31 2.42 15.66 04-2020 04-2025
18.77 13.58 20.64 11.82 3.62 16.2 03-2020 03-2025
12.84 13.64 15.64 10.89 1.7 13.25 02-2020 02-2025
14.02 14.89 15.73 13.19 0.95 14.46 01-2020 01-2025
15.56 15.8 16.63 14.73 0.68 15.68 12-2019 12-2024
15.26 15.38 16.51 14.14 0.84 15.32 11-2019 11-2024
16.08 17.14 18.11 15.12 1.12 16.61 10-2019 10-2024
17.98 17.66 18.51 17.13 0.5 17.82 09-2019 09-2024
17.39 17.86 18.72 16.54 0.79 17.63 08-2019 08-2024
15.85 16.88 18.11 14.64 1.28 16.37 07-2019 07-2024
12.9 13.57 14.71 11.79 1.06 13.24 06-2019 06-2024
13.48 13.18 14.39 12.28 0.75 13.33 05-2019 05-2024
12.74 12.84 13.69 11.89 0.64 12.79 04-2019 04-2024
13.7 14.19 15.05 12.85 0.8 13.95 03-2019 03-2024
15.22 14.91 16.11 14.03 0.74 15.07 02-2019 02-2024
14.56 14.67 15.6 13.64 0.69 14.62 01-2019 01-2024
13.19 13.81 14.91 12.11 1.01 13.5 12-2018 12-2023
11.61 12.43 13.14 10.91 0.84 12.02 11-2018 11-2023
12.54 11.48 13.84 10.2 1.34 12.02 10-2018 10-2023
10.89 10.99 11.86 10.03 0.65 10.94 09-2018 09-2023
10.21 9.78 10.6 9.4 0.45 10 08-2018 08-2023
10.55 10.5 11.51 9.55 0.69 10.53 07-2018 07-2023
10.05 9.95 10.87 9.13 0.62 10 06-2018 06-2023
9.5 9.53 10.43 8.62 0.64 9.52 05-2018 05-2023
8.83 9.13 9.84 8.13 0.61 8.98 04-2018 04-2023
9.39 9.33 10.5 8.24 0.8 9.37 03-2018 03-2023
9.32 9.15 10.51 7.98 0.9 9.24 02-2018 02-2023
8.77 9.19 9.59 8.37 0.46 8.98 01-2018 01-2023
10.32 10.01 11.73 8.62 1.11 10.17 12-2017 12-2022
10.06 10.41 11.21 9.27 0.7 10.24 11-2017 11-2022
9.42 9.26 10.46 8.23 0.79 9.34 10-2017 10-2022
9.81 10.05 11.23 8.64 0.92 9.93 09-2017 09-2022
10.87 11.25 12.17 9.96 0.79 11.06 08-2017 08-2022
10.82 10.95 12.46 9.34 1.1 10.89 07-2017 07-2022
10 11.42 12.01 9.42 1.04 10.71 06-2017 06-2022
11.27 12.24 13.1 10.43 1 11.76 05-2017 05-2022
13.34 14.56 15.22 12.69 0.99 13.95 04-2017 04-2022
13.96 14.94 15.59 13.31 0.88 14.45 03-2017 03-2022
15.17 15.77 17.15 13.81 1.2 15.47 02-2017 02-2022
16.67 18.4 19.07 16.01 1.24 17.54 01-2017 01-2022
17.67 18.52 19.36 16.84 0.94 18.1 12-2016 12-2021
18.34 16.98 19.42 15.93 1.32 17.67 11-2016 11-2021
16.06 16.92 17.45 15.55 0.74 16.5 10-2016 10-2021
16.92 17.28 17.95 16.25 0.61 17.1 09-2016 09-2021
15.29 16.67 17.29 14.69 1.04 15.98 08-2016 08-2021
15.74 15.15 16.14 14.75 0.53 15.45 07-2016 07-2021
15.22 16.14 16.81 14.57 0.86 15.68 06-2016 06-2021
14.84 15.07 16.04 13.87 0.77 14.96 05-2016 05-2021
14.76 15.11 16.14 13.74 0.86 14.94 04-2016 04-2021
14.86 14.81 16.36 13.33 1.07 14.84 03-2016 03-2021
15.13 14.74 16.43 13.45 1.06 14.94 02-2016 02-2021
14.64 14.64 16.52 12.8 1.32 14.65 01-2016 01-2021
12.33 13.15 14.4 11.1 1.2 12.74 12-2015 12-2020
10.83 10.75 12.06 9.54 0.89 10.79 11-2015 11-2020
9.65 10.49 11.08 9.06 0.77 10.07 10-2015 10-2020
9.22 9.74 10.52 8.44 0.76 9.48 09-2015 09-2020
8.67 7.44 9.31 6.81 0.99 8.06 08-2015 08-2020
5.18 6.93 7.75 4.38 1.34 6.06 07-2015 07-2020

Rolling return for 7 year

Average return: 11.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.11 9.99 10.65 9.45 0.43 10.05 06-2018 06-2025
9.92 10.13 10.77 9.28 0.53 10.02 05-2018 05-2025
8.6 9.98 10.49 8.1 0.98 9.29 04-2018 04-2025
9.37 9.76 10.59 8.54 0.74 9.56 03-2018 03-2025
9.03 9.98 10.95 8.07 1.07 9.51 02-2018 02-2025
9.37 10.25 10.54 9.08 0.6 9.81 01-2018 01-2025
11.09 10.6 11.83 9.87 0.71 10.85 12-2017 12-2024
10.73 11.01 11.58 10.16 0.51 10.87 11-2017 11-2024
11.68 12.19 13.07 10.81 0.82 11.94 10-2017 10-2024
13.11 12.61 13.47 12.25 0.47 12.86 09-2017 09-2024
12.66 12.9 13.57 12 0.56 12.78 08-2017 08-2024
12.26 12.73 13.82 11.18 0.95 12.5 07-2017 07-2024
10.97 11.81 12.23 10.55 0.66 11.39 06-2017 06-2024
11.21 11.24 11.85 10.61 0.44 11.23 05-2017 05-2024
11.35 11.56 12.03 10.9 0.41 11.46 04-2017 04-2024
12.05 12.54 13 11.6 0.52 12.3 03-2017 03-2024
13.43 13.09 14.05 12.47 0.57 13.26 02-2017 02-2024
13.25 13.52 13.98 12.79 0.43 13.39 01-2017 01-2024
13.03 13.68 14.26 12.46 0.68 13.36 12-2016 12-2023
12.26 11.71 13.36 10.63 0.98 11.99 11-2016 11-2023
10.66 11.22 11.57 10.3 0.49 10.94 10-2016 10-2023
11.18 11.42 11.87 10.73 0.41 11.3 09-2016 09-2023
11.04 10.9 11.32 10.62 0.25 10.97 08-2016 08-2023
11.36 11.37 12.05 10.68 0.48 11.36 07-2016 07-2023
11.3 11.44 11.9 10.85 0.37 11.37 06-2016 06-2023
11.35 11.34 12.02 10.68 0.47 11.35 05-2016 05-2023
10.9 10.92 11.63 10.19 0.51 10.91 04-2016 04-2023
11.72 11.45 12.53 10.66 0.67 11.59 03-2016 03-2023
12.65 12.35 13.53 11.48 0.73 12.5 02-2016 02-2023
12.61 11.91 13.22 11.31 0.72 12.26 01-2016 01-2023
12.28 12.41 13.3 11.4 0.67 12.35 12-2015 12-2022
12.2 12.09 13.03 11.26 0.63 12.14 11-2015 11-2022
10.76 11.09 11.51 10.34 0.43 10.92 10-2015 10-2022
11.43 11.88 12.46 10.86 0.59 11.66 09-2015 09-2022
11.63 11.17 12.56 10.25 0.83 11.4 08-2015 08-2022
10 10.55 11.15 9.4 0.65 10.28 07-2015 07-2022
10.16 10.71 11.59 9.29 0.84 10.44 06-2015 06-2022
10.79 11.43 12.09 10.14 0.73 11.11 05-2015 05-2022
12.03 12.07 13.36 10.76 0.92 12.05 04-2015 04-2022
11.94 11.97 13.08 10.84 0.79 11.96 03-2015 03-2022
11.75 12.45 13.12 11.09 0.76 12.1 02-2015 02-2022
12.99 13.15 14.65 11.51 1.11 13.07 01-2015 01-2022
13.1 12.87 14.25 11.73 0.89 12.99 12-2014 12-2021
12.21 12.54 12.94 11.81 0.42 12.38 11-2014 11-2021
13.24 13.09 14.21 12.14 0.73 13.17 10-2014 10-2021
13.17 13.3 13.88 12.59 0.46 13.24 09-2014 09-2021
12.74 13.51 14.13 12.13 0.76 13.13 08-2014 08-2021
13.03 12.4 13.32 12.12 0.48 12.72 07-2014 07-2021
12.65 12.86 13.76 11.76 0.71 12.76 06-2014 06-2021
12.96 12.64 13.81 11.8 0.72 12.8 05-2014 05-2021
12.79 13.35 13.76 12.38 0.53 13.07 04-2014 04-2021
13 13.05 14.05 12.01 0.72 13.03 03-2014 03-2021
13.07 13.44 13.99 12.53 0.53 13.26 02-2014 02-2021
12.99 13.75 14.3 12.44 0.71 13.37 01-2014 01-2021
12.26 12.93 13.73 11.46 0.84 12.59 12-2013 12-2020
11.46 11.37 12.34 10.5 0.65 11.42 11-2013 11-2020
11.42 11.35 12.45 10.33 0.75 11.39 10-2013 10-2020
11.1 10.82 12.05 9.88 0.77 10.96 09-2013 09-2020
11.89 11.03 12.36 10.57 0.7 11.46 08-2013 08-2020
9.56 10.14 11.46 8.26 1.15 9.86 07-2013 07-2020
9.84 9.68 10.48 9.05 0.51 9.76 06-2013 06-2020
8.24 8.71 9.24 7.72 0.56 8.48 05-2013 05-2020
7.46 9.28 10.12 6.65 1.39 8.38 04-2013 04-2020
5.77 9.75 10.43 5.12 2.35 7.77 03-2013 03-2020
9.74 10.66 11.12 9.29 0.72 10.2 02-2013 02-2020
10.47 10.12 11.04 9.55 0.54 10.29 01-2013 01-2020
10.43 10.7 10.99 10.14 0.32 10.56 12-2012 12-2019
10.96 11.08 11.73 10.31 0.5 11.02 11-2012 11-2019
10.73 10.7 11.39 10.05 0.47 10.72 10-2012 10-2019
11.06 10.62 11.62 10.06 0.57 10.84 09-2012 09-2019
11.21 10.84 11.79 10.26 0.56 11.03 08-2012 08-2019
11.65 11.59 12.49 10.76 0.61 11.62 07-2012 07-2019
12.5 12.15 13.3 11.36 0.7 12.33 06-2012 06-2019
12.13 11.93 12.99 11.08 0.68 12.03 05-2012 05-2019
11.81 11.55 12.42 10.95 0.53 11.68 04-2012 04-2019
10.98 10.72 11.58 10.13 0.52 10.85 03-2012 03-2019
10.03 9.93 10.85 9.11 0.62 9.98 02-2012 02-2019
10.98 10.65 11.62 10.02 0.58 10.82 01-2012 01-2019
11.32 10.9 12.09 10.15 0.7 11.11 12-2011 12-2018
11.16 10.11 11.67 9.61 0.82 10.64 11-2011 11-2018
10.69 10.46 12.36 8.82 1.25 10.58 10-2011 10-2018
12.28 11.97 12.91 11.35 0.56 12.13 09-2011 09-2018
12.92 11.39 13.52 10.8 1.1 12.16 08-2011 08-2018
10.39 10.48 11.11 9.77 0.47 10.44 07-2011 07-2018

Rolling return for 10 year

Average return: 10.27
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.08 9.84 10.46 9.47 0.36 9.96 06-2015 06-2025
9.85 9.99 10.45 9.4 0.37 9.92 05-2015 05-2025
9 9.44 10.32 8.13 0.79 9.22 04-2015 04-2025
9.23 9.33 10.09 8.48 0.57 9.28 03-2015 03-2025
9.27 10.16 10.62 8.82 0.71 9.72 02-2015 02-2025
10.57 10.37 11.4 9.56 0.65 10.47 01-2015 01-2025
11.12 10.69 11.63 10.17 0.54 10.9 12-2014 12-2024
10.36 10.68 10.95 10.08 0.33 10.52 11-2014 11-2024
11.51 11.71 12.48 10.75 0.62 11.61 10-2014 10-2024
11.95 11.81 12.21 11.56 0.24 11.88 09-2014 09-2024
12.02 12.22 12.65 11.59 0.38 12.12 08-2014 08-2024
11.62 12.07 12.71 10.99 0.63 11.85 07-2014 07-2024
10.96 11.22 11.84 10.34 0.54 11.09 06-2014 06-2024
11.73 11.37 12.18 10.93 0.46 11.55 05-2014 05-2024
11.55 11.74 12.02 11.27 0.27 11.64 04-2014 04-2024
12.37 12.34 13.03 11.68 0.48 12.36 03-2014 03-2024
12.93 12.98 13.36 12.55 0.29 12.96 02-2014 02-2024
12.3 12.42 12.81 11.92 0.32 12.36 01-2014 01-2024
12.02 12.31 12.87 11.46 0.51 12.16 12-2013 12-2023
11.33 11.42 12.1 10.66 0.51 11.38 11-2013 11-2023
11.41 11.28 12.05 10.64 0.5 11.34 10-2013 10-2023
12.13 11.75 12.62 11.26 0.5 11.94 09-2013 09-2023
12.58 11.84 12.78 11.65 0.48 12.21 08-2013 08-2023
11.96 11.51 12.44 11.03 0.52 11.73 07-2013 07-2023
12.11 11.97 12.53 11.55 0.35 12.04 06-2013 06-2023
11.47 11.56 11.94 11.09 0.3 11.52 05-2013 05-2023
11.64 11.56 12.16 11.04 0.4 11.6 04-2013 04-2023
11.35 11.43 11.91 10.87 0.37 11.39 03-2013 03-2023
11.58 11.86 12.18 11.25 0.34 11.72 02-2013 02-2023
12.14 11.91 12.57 11.49 0.39 12.03 01-2013 01-2023
12.44 12.94 13.15 12.23 0.37 12.69 12-2012 12-2022
12.8 12.92 13.38 12.33 0.37 12.86 11-2012 11-2022
12.03 12.07 12.56 11.55 0.36 12.05 10-2012 10-2022
12.37 12.38 13.09 11.66 0.51 12.38 09-2012 09-2022
13.06 13.04 13.72 12.38 0.47 13.05 08-2012 08-2022
12.88 13.07 13.71 12.24 0.52 12.98 07-2012 07-2022
12.52 12.73 13.54 11.72 0.65 12.63 06-2012 06-2022
13.02 13.2 13.95 12.28 0.59 13.11 05-2012 05-2022
13.36 13.68 14.3 12.75 0.56 13.52 04-2012 04-2022
13.07 13.26 13.87 12.46 0.5 13.16 03-2012 03-2022
12.77 13.07 13.73 12.11 0.58 12.92 02-2012 02-2022
13.98 14.45 15.15 13.29 0.68 14.22 01-2012 01-2022
14.19 14.15 15 13.34 0.59 14.17 12-2011 12-2021
14.13 13.53 14.65 13.02 0.61 13.83 11-2011 11-2021
14.31 13.62 14.99 12.95 0.76 13.97 10-2011 10-2021
14.66 14.49 15.16 13.99 0.42 14.57 09-2011 09-2021
14.06 13.53 15.04 12.56 0.9 13.8 08-2011 08-2021
12.42 12.17 12.62 11.98 0.24 12.3 07-2011 07-2021
12.22 12.27 12.99 11.5 0.53 12.25 06-2011 06-2021
11.42 11.42 12.01 10.84 0.41 11.42 05-2011 05-2021
10.77 10.98 11.44 10.32 0.4 10.88 04-2011 04-2021
10.9 10.72 11.62 10 0.58 10.81 03-2011 03-2021
10.8 10.8 11.43 10.17 0.45 10.8 02-2011 02-2021
10.48 10.08 11.38 9.19 0.79 10.28 01-2011 01-2021
9.13 9.44 10.13 8.44 0.61 9.29 12-2010 12-2020
8.71 8.37 9.31 7.78 0.55 8.54 11-2010 11-2020
8.14 8.44 8.84 7.74 0.4 8.29 10-2010 10-2020
8.38 8.08 9.03 7.44 0.57 8.23 09-2010 09-2020
8.43 8.36 8.75 8.04 0.25 8.39 08-2010 08-2020
7.1 8.07 8.4 6.78 0.67 7.59 07-2010 07-2020
7.34 7 7.78 6.56 0.45 7.17 06-2010 06-2020
6.86 6.83 7.55 6.15 0.5 6.85 05-2010 05-2020
5.18 6.56 7 4.75 0.93 5.87 04-2010 04-2020
4.56 7.21 7.77 4.02 1.62 5.89 03-2010 03-2020
7.96 8.46 8.9 7.51 0.52 8.21 02-2010 02-2020
7.9 7.38 8.29 6.98 0.5 7.64 01-2010 01-2020
7.41 7.33 7.8 6.95 0.3 7.37 12-2009 12-2019
8.54 7.88 9.07 7.36 0.65 8.21 11-2009 11-2019
8.24 7.77 8.69 7.32 0.51 8 10-2009 10-2019
8.09 7.62 8.48 7.24 0.47 7.86 09-2009 09-2019
8.44 7.92 8.83 7.53 0.5 8.18 08-2009 08-2019
9.44 8.48 10.02 7.92 0.82 8.96 07-2009 07-2019
9.26 8.73 9.8 8.19 0.6 9 06-2009 06-2019
10.88 9.24 11.47 8.66 1.15 10.06 05-2009 05-2019
12.93 11.83 13.36 11.4 0.79 12.38 04-2009 04-2019
14.72 13.03 15.16 12.61 1.08 13.88 03-2009 03-2019
13.68 13.42 14.27 12.83 0.52 13.55 02-2009 02-2019
13.95 12.68 14.41 12.22 0.9 13.32 01-2009 01-2019
13.95 12.93 14.49 12.39 0.83 13.44 12-2008 12-2018
14.22 12.2 14.58 11.85 1.2 13.21 11-2008 11-2018
13.65 9.9 14.85 8.75 2.53 11.79 10-2008 10-2018
10.05 8.62 10.47 8.2 0.95 9.34 09-2008 09-2018
8.93 8.48 9.34 8.08 0.47 8.71 08-2008 08-2018
9.46 8.57 9.96 8.08 0.74 9.02 07-2008 07-2018
8.67 7.36 9.12 6.91 0.91 8.02 06-2008 06-2018
6.76 6.63 7.19 6.2 0.35 6.7 05-2008 05-2018
7.56 6.71 7.91 6.36 0.62 7.13 04-2008 04-2018
7.74 7.26 8.31 6.7 0.59 7.5 03-2008 03-2018
7.27 6.73 7.93 6.07 0.68 7 02-2008 02-2018
7.77 5.49 7.97 5.29 1.24 6.63 01-2008 01-2018
5.39 5.51 6.21 4.7 0.54 5.45 12-2007 12-2017
5.85 5.44 6.23 5.06 0.44 5.64 11-2007 11-2017
6.49 5.39 7.07 4.81 0.89 5.94 10-2007 10-2017
7.39 6.95 7.96 6.38 0.58 7.17 09-2007 09-2017
8.17 7.64 8.61 7.19 0.54 7.9 08-2007 08-2017
7.22 7.06 7.95 6.34 0.57 7.14 07-2007 07-2017
7.62 7.43 7.9 7.15 0.27 7.53 06-2007 06-2017
7.64 7.47 8.05 7.07 0.35 7.56 05-2007 05-2017
8.57 7.51 8.89 7.2 0.71 8.04 04-2007 04-2017
8.62 7.96 8.92 7.65 0.51 8.29 03-2007 03-2017
7.47 6.84 8.11 6.21 0.71 7.16 02-2007 02-2017
6.95 6.56 7.25 6.26 0.38 6.75 01-2007 01-2017
6.2 6.58 6.58 6.2 0.19 6.39 12-2006 12-2016

Rolling return for 12 year

Average return: 10.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.8 11.65 12.12 11.33 0.28 11.72 06-2013 06-2025
11.39 11.57 11.89 11.07 0.3 11.48 05-2013 05-2025
11.03 11.65 12.15 10.54 0.61 11.34 04-2013 04-2025
11.01 11.33 11.73 10.6 0.42 11.17 03-2013 03-2025
11.02 11.89 12.16 10.76 0.58 11.46 02-2013 02-2025
11.93 12.08 12.63 11.39 0.44 12.01 01-2013 01-2025
12.54 12.8 12.97 12.36 0.23 12.67 12-2012 12-2024
12.73 12.85 13.24 12.35 0.32 12.79 11-2012 11-2024
12.93 13.34 13.75 12.52 0.46 13.13 10-2012 10-2024
13.89 13.5 14.1 13.29 0.32 13.7 09-2012 09-2024
13.75 13.71 14.28 13.18 0.39 13.73 08-2012 08-2024
13.38 13.76 14.3 12.85 0.53 13.57 07-2012 07-2024
12.67 12.74 13.41 12 0.5 12.7 06-2012 06-2024
12.69 12.45 13.07 12.07 0.36 12.57 05-2012 05-2024
12.2 12.08 12.59 11.69 0.32 12.14 04-2012 04-2024
12.1 12.15 12.66 11.6 0.38 12.13 03-2012 03-2024
12.16 11.98 12.52 11.62 0.32 12.07 02-2012 02-2024
12.46 12.31 12.88 11.89 0.35 12.39 01-2012 01-2024
12.1 12.11 12.81 11.4 0.5 12.11 12-2011 12-2023
11.35 11.07 11.98 10.44 0.55 11.21 11-2011 11-2023
11.46 10.88 12 10.35 0.62 11.17 10-2011 10-2023
11.7 11.56 12.11 11.16 0.34 11.63 09-2011 09-2023
11.78 10.72 11.95 10.56 0.62 11.25 08-2011 08-2023
10.46 10.49 10.86 10.09 0.27 10.48 07-2011 07-2023
10.46 10.21 10.8 9.87 0.34 10.34 06-2011 06-2023
9.99 9.89 10.37 9.51 0.31 9.94 05-2011 05-2023
9.22 9.27 9.64 8.85 0.28 9.25 04-2011 04-2023
9.76 9.48 10.23 9.02 0.44 9.62 03-2011 03-2023
10.1 10.08 10.6 9.59 0.36 10.09 02-2011 02-2023
10.01 9.28 10.35 8.94 0.56 9.64 01-2011 01-2023
9.63 9.63 10.2 9.05 0.41 9.63 12-2010 12-2022
9.84 9.53 10.32 9.05 0.46 9.68 11-2010 11-2022
9.03 9.13 9.46 8.7 0.27 9.08 10-2010 10-2022
9.8 9.59 10.39 9 0.5 9.7 09-2010 09-2022
10.18 10.39 10.71 9.85 0.31 10.28 08-2010 08-2022
9.6 9.99 10.27 9.33 0.36 9.8 07-2010 07-2022
9.67 9.83 10.5 9.01 0.53 9.75 06-2010 06-2022
10.34 10.47 11.09 9.73 0.48 10.41 05-2010 05-2022
10.43 10.81 11.19 10.05 0.42 10.62 04-2010 04-2022
10.64 10.81 11.29 10.16 0.4 10.73 03-2010 03-2022
11.08 11.49 11.87 10.7 0.44 11.28 02-2010 02-2022
11.13 11.29 12.08 10.35 0.61 11.21 01-2010 01-2022
10.94 11.19 11.6 10.54 0.39 11.07 12-2009 12-2021
11.91 11.32 12.34 10.9 0.55 11.62 11-2009 11-2021
11.62 11.38 12.17 10.83 0.48 11.5 10-2009 10-2021
11.82 11.5 12.23 11.09 0.42 11.66 09-2009 09-2021
11.59 11.61 12.4 10.81 0.56 11.6 08-2009 08-2021
12.33 11.19 12.5 11.03 0.66 11.76 07-2009 07-2021
11.32 11.04 11.96 10.41 0.56 11.18 06-2009 06-2021
12.45 11.06 12.95 10.57 0.97 11.76 05-2009 05-2021
13.93 13.21 14.5 12.65 0.7 13.57 04-2009 04-2021
15.27 14.11 15.89 13.49 0.94 14.69 03-2009 03-2021
14.59 14.42 15.14 13.88 0.45 14.51 02-2009 02-2021
15.03 14.35 15.81 13.57 0.83 14.69 01-2009 01-2021
14.26 13.82 15.13 12.95 0.79 14.04 12-2008 12-2020
13.93 12.46 14.45 11.95 1.03 13.2 11-2008 11-2020
13.76 10.25 14.38 9.66 2.08 12.01 10-2008 10-2020
9.29 8.3 9.84 7.76 0.81 8.8 09-2008 09-2020
8.18 7.73 8.44 7.47 0.38 7.96 08-2008 08-2020
7.92 7.86 9.01 6.78 0.79 7.89 07-2008 07-2020
7.1 6.01 7.46 5.65 0.75 6.55 06-2008 06-2020
4.92 5.02 5.48 4.46 0.36 4.97 05-2008 05-2020
4.73 5.25 6.24 3.76 0.9 5 04-2008 04-2020
4.36 6.15 7.02 3.52 1.39 5.26 03-2008 03-2020
6.03 5.8 6.8 5.04 0.63 5.92 02-2008 02-2020
6.18 4.45 6.5 4.14 1.03 5.32 01-2008 01-2020
4.59 4.33 4.9 4.02 0.32 4.46 12-2007 12-2019
4.88 4.65 5.31 4.23 0.39 4.77 11-2007 11-2019
5.62 4.6 5.99 4.24 0.72 5.11 10-2007 10-2019
6.44 5.92 6.75 5.6 0.45 6.18 09-2007 09-2019
7.05 6.57 7.38 6.25 0.43 6.81 08-2007 08-2019
6.64 6.37 7.1 5.91 0.43 6.51 07-2007 07-2019
7.39 7.45 7.84 7 0.3 7.42 06-2007 06-2019
7.32 7.32 7.79 6.84 0.34 7.32 05-2007 05-2019
8.47 7.66 8.81 7.32 0.6 8.07 04-2007 04-2019
8.52 8.05 8.86 7.71 0.44 8.29 03-2007 03-2019
7.73 7.14 8.2 6.68 0.58 7.44 02-2007 02-2019
7.46 7.24 7.82 6.88 0.34 7.35 01-2007 01-2019
7.25 7.68 7.68 7.25 0.21 7.46 12-2006 12-2018

Rolling return for 15 year

Average return: 9.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.71 9.43 9.96 9.18 0.29 9.57 06-2010 06-2025
9.81 9.71 10.2 9.32 0.31 9.76 05-2010 05-2025
8.74 9.32 9.62 8.44 0.46 9.03 04-2010 04-2025
9.1 9.29 9.67 8.72 0.34 9.2 03-2010 03-2025
9.56 10.16 10.46 9.26 0.47 9.86 02-2010 02-2025
9.9 9.82 10.45 9.28 0.41 9.86 01-2010 01-2025
10.06 10.08 10.4 9.74 0.23 10.07 12-2009 12-2024
10.74 10.33 11.14 9.93 0.45 10.54 11-2009 11-2024
10.79 10.81 11.44 10.17 0.45 10.8 10-2009 10-2024
11.29 10.87 11.46 10.7 0.31 11.08 09-2009 09-2024
11.34 11.14 11.76 10.72 0.37 11.24 08-2009 08-2024
11.54 11.21 12.26 10.5 0.63 11.38 07-2009 07-2024
10.46 10.32 11.05 9.74 0.47 10.39 06-2009 06-2024
11.74 10.54 12.04 10.24 0.76 11.14 05-2009 05-2024
12.87 12.16 13.18 11.85 0.53 12.52 04-2009 04-2024
14.38 13.42 14.83 12.97 0.74 13.9 03-2009 03-2024
14.19 13.91 14.49 13.62 0.32 14.05 02-2009 02-2024
14.15 13.34 14.5 12.99 0.61 13.75 01-2009 01-2024
13.69 13.22 14.27 12.65 0.6 13.46 12-2008 12-2023
13.34 12.28 13.86 11.77 0.83 12.81 11-2008 11-2023
13.28 10.42 13.72 10 1.66 11.86 10-2008 10-2023
10.33 9.4 10.65 9.09 0.64 9.87 09-2008 09-2023
9.36 8.91 9.49 8.79 0.29 9.14 08-2008 08-2023
9.82 9.21 10.14 8.89 0.49 9.52 07-2008 07-2023
9.13 8.21 9.4 7.94 0.61 8.67 06-2008 06-2023
7.67 7.59 7.97 7.29 0.24 7.63 05-2008 05-2023
7.98 7.51 8.32 7.18 0.44 7.75 04-2008 04-2023
8.29 7.95 8.65 7.59 0.39 8.12 03-2008 03-2023
7.95 7.53 8.34 7.14 0.45 7.74 02-2008 02-2023
8.1 6.71 8.37 6.44 0.84 7.4 01-2008 01-2023
7.01 6.99 7.46 6.54 0.33 7 12-2007 12-2022
7.24 7.07 7.61 6.7 0.33 7.16 11-2007 11-2022
7.46 6.66 7.8 6.33 0.59 7.06 10-2007 10-2022
8.19 7.97 8.65 7.51 0.41 8.08 09-2007 09-2022
9.06 8.83 9.49 8.41 0.39 8.95 08-2007 08-2022
8.41 8.34 8.94 7.82 0.4 8.38 07-2007 07-2022
8.4 8.75 9.06 8.09 0.36 8.57 06-2007 06-2022
8.84 9.04 9.43 8.45 0.35 8.94 05-2007 05-2022
10.14 9.81 10.75 9.21 0.56 9.98 04-2007 04-2022
10.37 10.23 10.89 9.71 0.42 10.3 03-2007 03-2022
9.98 9.74 10.6 9.12 0.53 9.86 02-2007 02-2022
10.1 10.37 10.85 9.62 0.45 10.23 01-2007 01-2022
9.9 10.42 10.42 9.9 0.26 10.16 12-2006 12-2021