NIFTY50 VALUE 20

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 7.02
Weighted mean CAGR by duration 14.62
Mean CAGR 15.69
Standard deviation CAGR 2.23
Range for CAGR 5.8

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.11 47.19 16.99 18.88
3 year 6.67 35.10 18.58 18.72
5 year 4.84 27.34 16.63 16.67
7 year 5.07 19.81 13.59 13.72
10 year 5.87 20.33 13.42 13.08
12 year 10.10 19.62 13.94 13.89
15 year 11.64 19.43 14.40 14.85

Rolling return for 1 year

Average return: 18.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.35 -0.67 13.09 -3.95 6.99 4.46 06-2024 06-2025
2.17 3.23 7.72 -2.09 3.49 2.76 05-2024 05-2025
-3.81 1.7 7.63 -9.11 6.23 -0.9 04-2024 04-2025
-0.89 1.78 6.54 -5.32 4.3 0.53 03-2024 03-2025
0.03 6.28 11.54 -4.69 6.15 3.29 02-2024 02-2025
12.93 14.04 19.95 7.37 4.47 13.57 01-2024 01-2025
23.44 20.59 31.12 13.54 6.3 22.17 12-2023 12-2024
32.13 29.62 39.33 22.92 5.87 31 11-2023 11-2024
36.13 37.27 45.14 28.75 5.81 36.82 10-2023 10-2024
39.61 38.7 47.19 31.56 5.54 39.27 09-2023 09-2024
34.95 41.42 44.88 31.73 5.18 38.25 08-2023 08-2024
32.34 38.05 44.58 26.36 6.75 35.33 07-2023 07-2024

Rolling return for 3 year

Average return: 18.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.91 15 19.24 13.72 2.21 16.47 06-2022 06-2025
15.27 14.21 17.32 12.22 1.84 14.76 05-2022 05-2025
9.5 10.74 13.68 6.67 2.52 10.15 04-2022 04-2025
12 11.58 14.74 8.92 2.06 11.81 03-2022 03-2025
12.78 13.06 16.95 9.03 2.8 12.95 02-2022 02-2025
13.98 12.59 16.29 10.35 2.16 13.3 01-2022 01-2025
15.62 15.33 17.97 13.03 1.75 15.49 12-2021 12-2024
15.96 15.09 18.03 13.08 1.78 15.54 11-2021 11-2024
15.98 14.99 18.48 12.55 2.13 15.5 10-2021 10-2024
17.01 16.35 19.09 14.32 1.7 16.69 09-2021 09-2024
17.78 17.7 20.6 14.95 2 17.76 08-2021 08-2024
17.97 20.09 21.5 16.6 1.89 19.04 07-2021 07-2024
14.26 17.39 19.31 12.42 2.68 15.84 06-2021 06-2024
18.25 17.39 19.94 15.74 1.52 17.83 05-2021 05-2024
17.63 17.53 19.87 15.33 1.61 17.59 04-2021 04-2024
19.02 18.67 20.84 16.88 1.41 18.85 03-2021 03-2024
20.37 18.73 22.33 16.84 2.03 19.57 02-2021 02-2024
18.61 17.63 20.62 15.66 1.79 18.13 01-2021 01-2024
20.09 19.4 23.49 16.12 2.62 19.77 12-2020 12-2023
20.78 19.51 23.73 16.67 2.54 20.17 11-2020 11-2023
21.24 21.02 23.51 18.79 1.67 21.14 10-2020 10-2023
23.05 22.74 25.51 20.34 1.83 22.91 09-2020 09-2023
22.21 21.23 23.2 20.26 1.1 21.73 08-2020 08-2023
25.55 22.68 27.5 20.8 2.58 24.13 07-2020 07-2023
26.03 24.74 27.52 23.27 1.57 25.39 06-2020 06-2023
28.12 26.2 29.95 24.43 2.07 27.18 05-2020 05-2023
29.25 24.67 30.98 23.02 3.25 26.98 04-2020 04-2023
32.81 21.23 35.1 19.18 6.96 27.08 03-2020 03-2023
21.94 19.79 23.93 17.86 2.28 20.88 02-2020 02-2023
18.81 18.9 20.76 16.98 1.34 18.86 01-2020 01-2023
18.98 19.78 21.4 17.4 1.44 19.39 12-2019 12-2022
18.55 19.04 20.55 17.06 1.25 18.8 11-2019 11-2022
17.58 17.36 20.25 14.76 1.94 17.49 10-2019 10-2022
18.23 19.09 21.03 16.34 1.69 18.67 09-2019 09-2022
19.35 19.96 21.4 17.93 1.25 19.66 08-2019 08-2022
16.33 16.71 19.73 13.4 2.24 16.54 07-2019 07-2022

Rolling return for 5 year

Average return: 16.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.55 20.75 22.37 19.94 0.9 21.15 06-2020 06-2025
22.98 22.12 24.28 20.84 1.25 22.55 05-2020 05-2025
22.25 21.38 25.03 18.68 2.27 21.84 04-2020 04-2025
25.51 19.33 27.34 17.62 4.07 22.45 03-2020 03-2025
18.76 18.92 21.37 16.36 1.77 18.85 02-2020 02-2025
19.21 19.53 20.66 18.1 0.91 19.38 01-2020 01-2025
20.14 20.62 21.6 19.18 0.87 20.39 12-2019 12-2024
19.66 20.02 20.93 18.75 0.78 19.84 11-2019 11-2024
21.25 21.03 22.81 19.49 1.18 21.14 10-2019 10-2024
22.32 22.43 23.62 21.14 0.88 22.38 09-2019 09-2024
21.49 22.35 23.23 20.63 0.97 21.93 08-2019 08-2024
20.66 20.95 22.82 18.83 1.41 20.81 07-2019 07-2024
16.26 18.32 19.32 15.29 1.6 17.3 06-2019 06-2024
18.13 17.33 19.14 16.33 1.03 17.73 05-2019 05-2024
16.52 17.03 17.85 15.71 0.78 16.78 04-2019 04-2024
17.62 17.65 18.7 16.58 0.75 17.64 03-2019 03-2024
18.37 18.17 19.52 17.03 0.88 18.27 02-2019 02-2024
18.01 17.87 19.2 16.69 0.89 17.94 01-2019 01-2024
16.79 17.44 18.76 15.49 1.18 17.12 12-2018 12-2023
15.17 15.69 16.84 14.03 1.01 15.43 11-2018 11-2023
16 14.43 17.3 13.16 1.57 15.22 10-2018 10-2023
13.98 13.85 15.34 12.5 1.01 13.92 09-2018 09-2023
13.97 12.82 14.53 12.27 0.9 13.4 08-2018 08-2023
15.57 14.7 16.65 13.64 1.11 15.14 07-2018 07-2023
15.03 14.75 15.85 13.94 0.68 14.89 06-2018 06-2023
14.51 14.48 15.48 13.51 0.7 14.5 05-2018 05-2023
14.96 14.11 15.88 13.21 0.99 14.54 04-2018 04-2023
14.96 14.53 16.14 13.36 0.99 14.75 03-2018 03-2023
14.49 13.75 15.61 12.65 1.08 14.12 02-2018 02-2023
14.02 13 15.14 11.9 1.2 13.52 01-2018 01-2023
14.75 14.86 16.14 13.49 0.94 14.81 12-2017 12-2022
14.56 14.97 15.72 13.82 0.69 14.77 11-2017 11-2022
14.88 14.29 16.44 12.77 1.31 14.59 10-2017 10-2022
15.12 15.64 16.74 14.03 0.98 15.38 09-2017 09-2022
15.38 15.6 16.57 14.42 0.76 15.49 08-2017 08-2022
14.82 14.71 16.82 12.74 1.44 14.77 07-2017 07-2022
13.98 15.59 16.48 13.1 1.32 14.79 06-2017 06-2022
15.44 16.14 17.31 14.28 1.1 15.79 05-2017 05-2022
17.3 18.27 19.15 16.43 1.02 17.79 04-2017 04-2022
16.74 17.94 18.71 15.98 1.05 17.34 03-2017 03-2022
17.83 18.32 20.25 15.95 1.53 18.09 02-2017 02-2022
19.26 20.58 21.6 18.26 1.27 19.93 01-2017 01-2022
19.48 20.05 21.11 18.43 0.97 19.77 12-2016 12-2021
19.81 19.61 21.64 17.82 1.35 19.72 11-2016 11-2021
18.95 20.16 21.11 18.02 1.17 19.56 10-2016 10-2021
18.85 19.39 20.52 17.74 1 19.12 09-2016 09-2021
17.39 18.32 19.12 16.6 0.95 17.86 08-2016 08-2021
16.99 16.73 17.81 15.92 0.67 16.86 07-2016 07-2021
17.12 17.14 18.27 16 0.8 17.13 06-2016 06-2021
16.61 16.56 18.12 15.07 1.08 16.59 05-2016 05-2021
16.16 16.1 17.54 14.74 0.99 16.14 04-2016 04-2021
17.53 16 18.82 14.74 1.54 16.77 03-2016 03-2021
17.32 16.88 19.44 14.81 1.64 17.11 02-2016 02-2021
15.87 15.54 17.64 13.81 1.36 15.71 01-2016 01-2021
12.84 13.83 15.14 11.55 1.32 13.34 12-2015 12-2020
10.59 11.73 12.91 9.43 1.29 11.16 11-2015 11-2020
9.67 10.07 11.02 8.73 0.82 9.87 10-2015 10-2020
9.92 9.81 11.4 8.35 1.08 9.87 09-2015 09-2020
9.58 7.99 10.65 6.95 1.42 8.79 08-2015 08-2020
6.02 7.29 8.5 4.84 1.37 6.66 07-2015 07-2020

Rolling return for 7 year

Average return: 13.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.06 14.82 15.61 14.27 0.48 14.94 06-2018 06-2025
14.83 14.98 15.7 14.12 0.56 14.91 05-2018 05-2025
14.24 14.82 16.09 12.99 1.12 14.54 04-2018 04-2025
15.06 15.1 16.25 13.91 0.83 15.08 03-2018 03-2025
14.39 14.85 16.18 13.08 1.11 14.62 02-2018 02-2025
15.64 15.09 16.64 14.11 0.92 15.37 01-2018 01-2025
16.75 16.83 17.76 15.83 0.68 16.79 12-2017 12-2024
16.45 16.8 17.34 15.92 0.52 16.63 11-2017 11-2024
18.21 17.73 19.3 16.65 0.95 17.97 10-2017 10-2024
18.85 18.95 19.75 18.05 0.6 18.9 09-2017 09-2024
17.99 18.49 19.19 17.29 0.69 18.24 08-2017 08-2024
18.3 18.25 19.81 16.77 1.07 18.28 07-2017 07-2024
16.34 17.86 18.51 15.69 1.13 17.1 06-2017 06-2024
17.4 17.27 18.11 16.56 0.55 17.34 05-2017 05-2024
17.16 17.49 18.12 16.54 0.57 17.33 04-2017 04-2024
17.4 17.62 18.17 16.85 0.47 17.51 03-2017 03-2024
18.38 17.83 19.2 17.02 0.79 18.11 02-2017 02-2024
17.88 18.02 18.74 17.17 0.56 17.95 01-2017 01-2024
17.26 17.93 18.67 16.53 0.79 17.6 12-2016 12-2023
16.51 16.31 17.72 15.12 0.92 16.41 11-2016 11-2023
15.42 15.69 16.34 14.77 0.56 15.55 10-2016 10-2023
15.37 15.58 16.35 14.6 0.62 15.47 09-2016 09-2023
15.24 15.08 15.64 14.69 0.34 15.16 08-2016 08-2023
15.36 15.36 16.12 14.6 0.54 15.36 07-2016 07-2023
15.32 15.11 15.91 14.53 0.49 15.22 06-2016 06-2023
15.39 14.99 16.09 14.3 0.65 15.19 05-2016 05-2023
14.74 14.38 15.4 13.73 0.6 14.56 04-2016 04-2023
15.95 14.82 16.81 13.98 1.08 15.39 03-2016 03-2023
16.86 15.87 17.68 15.06 0.99 16.37 02-2016 02-2023
15.5 14.83 16.31 14.03 0.84 15.17 01-2016 01-2023
14.83 14.88 15.82 13.89 0.68 14.86 12-2015 12-2022
14.72 14.68 15.55 13.86 0.6 14.7 11-2015 11-2022
13.24 13.63 14.33 12.54 0.65 13.43 10-2015 10-2022
14.11 14.08 15.26 12.94 0.82 14.1 09-2015 09-2022
13.98 12.84 14.82 12.02 1.07 13.42 08-2015 08-2022
11.62 12.11 13 10.73 0.82 11.86 07-2015 07-2022
11.41 12.24 13.15 10.51 0.98 11.83 06-2015 06-2022
12.19 12.76 13.49 11.47 0.74 12.48 05-2015 05-2022
13.25 13.43 14.53 12.17 0.84 13.35 04-2015 04-2022
12.73 12.54 14.08 11.2 1.02 12.64 03-2015 03-2022
11.74 12.73 13.37 11.11 0.87 12.24 02-2015 02-2022
12.74 12.99 14.32 11.43 1.03 12.87 01-2015 01-2022
12.7 12.47 13.8 11.38 0.86 12.59 12-2014 12-2021
11.76 12.29 12.97 11.08 0.69 12.02 11-2014 11-2021
13.29 13.62 14.76 12.17 0.92 13.46 10-2014 10-2021
13.26 13.52 14.39 12.4 0.71 13.39 09-2014 09-2021
12.67 13.07 13.85 11.9 0.7 12.87 08-2014 08-2021
12.66 12.27 13.22 11.71 0.55 12.46 07-2014 07-2021
12.09 12.22 12.87 11.44 0.51 12.15 06-2014 06-2021
13.16 12.12 14.2 11.09 1.16 12.64 05-2014 05-2021
13.16 13.63 14.12 12.67 0.54 13.39 04-2014 04-2021
14.17 13.66 15.06 12.78 0.83 13.92 03-2014 03-2021
14 14.84 15.47 13.38 0.8 14.42 02-2014 02-2021
13.79 14.19 15.02 12.97 0.74 13.99 01-2014 01-2021
11.92 12.9 13.55 11.28 0.87 12.41 12-2013 12-2020
10.96 11.74 12.62 10.09 0.94 11.35 11-2013 11-2020
11.61 10.9 12.59 9.94 0.97 11.26 10-2013 10-2020
11.76 10.99 12.83 9.93 1.06 11.38 09-2013 09-2020
12.3 11.78 13.08 11.01 0.75 12.04 08-2013 08-2020
9.89 10.76 11.72 8.95 1.03 10.33 07-2013 07-2020
9.58 9.72 10.62 8.68 0.69 9.65 06-2013 06-2020
7.63 8.34 8.99 6.99 0.75 7.99 05-2013 05-2020
7.78 9.05 10.08 6.77 1.25 8.42 04-2013 04-2020
5.89 10.06 10.92 5.07 2.54 7.98 03-2013 03-2020
9.96 10.71 11.57 9.11 0.91 10.34 02-2013 02-2020
10.75 10.68 11.5 9.94 0.55 10.72 01-2013 01-2020
10.96 11.31 11.6 10.68 0.35 11.14 12-2012 12-2019
11.82 11.62 12.42 11.02 0.5 11.72 11-2012 11-2019
10.93 11.54 12.09 10.39 0.64 11.24 10-2012 10-2019
11.85 11.14 12.63 10.38 0.83 11.5 09-2012 09-2019
11.78 11.63 12.36 11.06 0.46 11.71 08-2012 08-2019
12.33 12.64 13.56 11.41 0.77 12.48 07-2012 07-2019
14 13.19 14.68 12.52 0.82 13.6 06-2012 06-2019
13.63 13.64 14.88 12.41 0.87 13.64 05-2012 05-2019
13.45 13.29 14.02 12.72 0.46 13.37 04-2012 04-2019
12.73 12.77 13.45 12.05 0.5 12.75 03-2012 03-2019
12.33 11.87 13.25 10.97 0.82 12.11 02-2012 02-2019
13.25 12.81 14.16 11.91 0.81 13.03 01-2012 01-2019
13.51 12.93 14.42 12.03 0.87 13.22 12-2011 12-2018
13.15 12.08 13.95 11.29 1.01 12.62 11-2011 11-2018
12.43 12.46 14.43 10.49 1.39 12.45 10-2011 10-2018
13.62 13.96 14.68 12.9 0.64 13.79 09-2011 09-2018
13.92 12.75 15.15 11.54 1.34 13.34 08-2011 08-2018
10.48 11.21 11.82 9.88 0.73 10.85 07-2011 07-2018

Rolling return for 10 year

Average return: 13.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.32 13.06 13.7 12.68 0.37 13.19 06-2015 06-2025
13.1 13.2 13.7 12.6 0.39 13.15 05-2015 05-2025
12.11 12.62 13.38 11.36 0.74 12.37 04-2015 04-2025
12.51 12.25 13.33 11.44 0.67 12.38 03-2015 03-2025
12.05 12.83 13.28 11.61 0.65 12.44 02-2015 02-2025
13.11 12.87 13.8 12.19 0.58 12.99 01-2015 01-2025
13.57 13.32 14.25 12.64 0.58 13.45 12-2014 12-2024
13 13.12 13.61 12.52 0.39 13.06 11-2014 11-2024
14.09 14.03 14.83 13.3 0.54 14.06 10-2014 10-2024
14.37 14.37 14.98 13.76 0.43 14.37 09-2014 09-2024
14.18 14.44 14.99 13.63 0.49 14.31 08-2014 08-2024
14.23 14.56 15.24 13.55 0.61 14.4 07-2014 07-2024
12.73 13.74 14.21 12.28 0.77 13.24 06-2014 06-2024
14.66 13.68 15.15 13.19 0.77 14.17 05-2014 05-2024
14.48 14.78 15.13 14.14 0.37 14.63 04-2014 04-2024
15.6 15.14 16.13 14.61 0.56 15.37 03-2014 03-2024
15.88 16 16.44 15.44 0.36 15.94 02-2014 02-2024
15.21 15.21 15.8 14.63 0.41 15.21 01-2014 01-2024
14.31 14.81 15.27 13.85 0.53 14.56 12-2013 12-2023
13.82 14.01 14.64 13.19 0.52 13.91 11-2013 11-2023
14.41 13.85 15.05 13.21 0.68 14.13 10-2013 10-2023
15.03 14.39 15.72 13.71 0.75 14.71 09-2013 09-2023
15.19 14.54 15.46 14.26 0.48 14.86 08-2013 08-2023
14.37 14.21 14.9 13.68 0.44 14.29 07-2013 07-2023
14.28 14.02 14.68 13.62 0.39 14.15 06-2013 06-2023
13.41 13.42 13.89 12.94 0.34 13.41 05-2013 05-2023
13.81 13.52 14.27 13.07 0.44 13.67 04-2013 04-2023
13.33 13.3 13.92 12.72 0.42 13.32 03-2013 03-2023
13.42 13.36 13.98 12.81 0.41 13.39 02-2013 02-2023
13.11 13.08 13.67 12.53 0.4 13.1 01-2013 01-2023
13.31 13.79 13.99 13.1 0.36 13.55 12-2012 12-2022
13.79 13.8 14.37 13.23 0.4 13.8 11-2012 11-2022
12.88 13.26 13.65 12.5 0.43 13.07 10-2012 10-2022
13.73 13.47 14.53 12.68 0.66 13.6 09-2012 09-2022
14 14.07 14.58 13.49 0.39 14.04 08-2012 08-2022
13.51 13.84 14.5 12.87 0.59 13.68 07-2012 07-2022
13.49 13.69 14.73 12.46 0.81 13.59 06-2012 06-2022
14.14 14.19 15.06 13.28 0.63 14.17 05-2012 05-2022
14.3 14.69 15.2 13.79 0.52 14.5 04-2012 04-2022
13.89 14.37 14.85 13.41 0.54 14.13 03-2012 03-2022
13.84 14.03 15 12.88 0.75 13.94 02-2012 02-2022
15.35 15.51 16.47 14.39 0.74 15.43 01-2012 01-2022
15.47 15.19 16.25 14.41 0.66 15.33 12-2011 12-2021
15.09 14.63 15.96 13.76 0.79 14.86 11-2011 11-2021
15.33 14.96 16.37 13.93 0.87 15.15 10-2011 10-2021
15.15 15.44 15.95 14.64 0.47 15.3 09-2011 09-2021
14.74 13.89 15.58 13.06 0.94 14.32 08-2011 08-2021
12.82 12.78 13.21 12.38 0.29 12.8 07-2011 07-2021
13.06 12.81 13.62 12.26 0.49 12.94 06-2011 06-2021
12.34 12.15 13.07 11.43 0.58 12.25 05-2011 05-2021
11.33 11.55 11.99 10.89 0.4 11.44 04-2011 04-2021
11.82 11.46 12.43 10.86 0.57 11.64 03-2011 03-2021
11.47 11.74 12.47 10.74 0.62 11.61 02-2011 02-2021
10.82 10.61 11.66 9.78 0.67 10.72 01-2011 01-2021
9.51 9.86 10.62 8.76 0.67 9.69 12-2010 12-2020
8.5 8.7 9.64 7.58 0.73 8.61 11-2010 11-2020
8.21 8.4 8.87 7.74 0.41 8.3 10-2010 10-2020
8.78 8.37 9.51 7.65 0.67 8.58 09-2010 09-2020
9.3 9.36 9.83 8.84 0.35 9.33 08-2010 08-2020
9.04 9.68 10.31 8.42 0.71 9.36 07-2010 07-2020
8.97 8.97 9.7 8.25 0.51 8.97 06-2010 06-2020
8.46 8.41 9.42 7.47 0.69 8.44 05-2010 05-2020
7.04 8.28 8.64 6.69 0.82 7.66 04-2010 04-2020
6.32 9.37 9.83 5.87 1.77 7.85 03-2010 03-2020
10.28 10.69 11.42 9.57 0.67 10.49 02-2010 02-2020
10.65 10.16 11.17 9.65 0.56 10.41 01-2010 01-2020
10.39 10.25 10.84 9.81 0.37 10.32 12-2009 12-2019
11.78 10.74 12.2 10.33 0.76 11.26 11-2009 11-2019
11.08 11.01 11.9 10.2 0.6 11.05 10-2009 10-2019
11.57 10.79 12.11 10.26 0.71 11.18 09-2009 09-2019
12.09 11.53 12.49 11.13 0.52 11.81 08-2009 08-2019
13.52 12.31 14.4 11.45 1.13 12.92 07-2009 07-2019
13.86 13.5 14.34 13.02 0.48 13.68 06-2009 06-2019
15.93 14.05 16.82 13.18 1.45 14.99 05-2009 05-2019
18.07 17.12 18.48 16.71 0.71 17.59 04-2009 04-2019
19.8 17.92 20.33 17.4 1.23 18.86 03-2009 03-2019
18.75 18.37 19.43 17.69 0.63 18.56 02-2009 02-2019
18.57 17.62 19.24 16.96 0.87 18.1 01-2009 01-2019

Rolling return for 12 year

Average return: 13.89
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.42 14.19 14.74 13.87 0.32 14.3 06-2013 06-2025
13.78 13.89 14.28 13.38 0.32 13.83 05-2013 05-2025
13.59 14.03 14.66 12.97 0.62 13.81 04-2013 04-2025
13.66 13.83 14.35 13.15 0.43 13.75 03-2013 03-2025
13.55 14.06 14.58 13.03 0.58 13.8 02-2013 02-2025
14.2 14.29 14.78 13.71 0.38 14.25 01-2013 01-2025
14.7 15.1 15.27 14.53 0.3 14.9 12-2012 12-2024
15.02 15.05 15.53 14.54 0.35 15.04 11-2012 11-2024
15.12 15.4 15.73 14.79 0.35 15.26 10-2012 10-2024
16.1 15.72 16.61 15.21 0.51 15.91 09-2012 09-2024
15.73 15.98 16.42 15.29 0.41 15.86 08-2012 08-2024
15.73 16.03 16.59 15.18 0.51 15.88 07-2012 07-2024
14.94 15.3 16.19 14.06 0.76 15.12 06-2012 06-2024
15.48 15.16 15.89 14.76 0.42 15.32 05-2012 05-2024
14.72 14.83 15.26 14.29 0.35 14.78 04-2012 04-2024
14.74 14.77 15.18 14.34 0.3 14.76 03-2012 03-2024
14.81 14.45 15.27 13.99 0.47 14.63 02-2012 02-2024
15.21 14.89 15.69 14.41 0.47 15.05 01-2012 01-2024
14.86 14.78 15.67 13.99 0.59 14.83 12-2011 12-2023
13.99 13.57 14.67 12.89 0.65 13.78 11-2011 11-2023
13.9 13.28 14.43 12.75 0.63 13.59 10-2011 10-2023
13.77 13.91 14.33 13.35 0.35 13.84 09-2011 09-2023
13.94 12.78 14.17 12.55 0.7 13.36 08-2011 08-2023
12.58 12.65 13.01 12.22 0.28 12.62 07-2011 07-2023
12.71 12.37 13.04 12.04 0.37 12.54 06-2011 06-2023
12.35 11.98 12.75 11.59 0.43 12.17 05-2011 05-2023
11.32 11.32 11.69 10.95 0.26 11.32 04-2011 04-2023
11.86 11.54 12.34 11.06 0.47 11.7 03-2011 03-2023
12.16 12.01 12.62 11.56 0.38 12.09 02-2011 02-2023
11.44 11.01 11.89 10.56 0.49 11.22 01-2011 01-2023
11.18 11.11 11.74 10.55 0.42 11.15 12-2010 12-2022
11.21 10.88 11.67 10.41 0.46 11.04 11-2010 11-2022
10.49 10.71 11.11 10.1 0.37 10.6 10-2010 10-2022
11.37 11.05 12.02 10.4 0.58 11.21 09-2010 09-2022
11.89 11.97 12.37 11.49 0.31 11.93 08-2010 08-2022
11.84 12.12 12.65 11.31 0.48 11.98 07-2010 07-2022
11.82 12.21 12.83 11.2 0.59 12.02 06-2010 06-2022
12.56 12.45 13.32 11.7 0.57 12.51 05-2010 05-2022
12.49 12.92 13.23 12.18 0.4 12.71 04-2010 04-2022
12.46 12.85 13.25 12.06 0.44 12.66 03-2010 03-2022
13.11 13.45 14.07 12.49 0.57 13.28 02-2010 02-2022
13.3 13.36 14.22 12.44 0.63 13.33 01-2010 01-2022
13.04 13.18 13.68 12.54 0.41 13.11 12-2009 12-2021
13.94 13.42 14.66 12.71 0.71 13.68 11-2009 11-2021
13.98 14.07 14.83 13.22 0.57 14.03 10-2009 10-2021
14.56 14.1 15.22 13.44 0.65 14.33 09-2009 09-2021
14.49 14.37 15.19 13.68 0.54 14.43 08-2009 08-2021
15.33 13.91 15.67 13.58 0.89 14.62 07-2009 07-2021
14.75 14.51 15.22 14.05 0.42 14.63 06-2009 06-2021
16.26 14.58 16.89 13.96 1.19 15.42 05-2009 05-2021
17.53 16.98 18.11 16.4 0.64 17.26 04-2009 04-2021
19.08 17.62 19.62 17.09 1.03 18.35 03-2009 03-2021
18.19 18.19 19.08 17.31 0.63 18.19 02-2009 02-2021
18.33 17.72 19.07 16.98 0.77 18.02 01-2009 01-2021

Rolling return for 15 year

Average return: 14.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.01 12.77 13.26 12.51 0.28 12.89 06-2010 06-2025
13.1 12.8 13.5 12.41 0.4 12.95 05-2010 05-2025
11.89 12.48 12.73 11.64 0.44 12.19 04-2010 04-2025
12.37 12.59 12.91 12.05 0.31 12.48 03-2010 03-2025
13.04 13.37 13.86 12.55 0.48 13.2 02-2010 02-2025
13.43 13.2 13.89 12.75 0.41 13.32 01-2010 01-2025
13.55 13.6 14.01 13.15 0.3 13.58 12-2009 12-2024
14.34 13.75 14.75 13.35 0.54 14.05 11-2009 11-2024
14.37 14.25 14.86 13.76 0.39 14.31 10-2009 10-2024
15.04 14.54 15.45 14.14 0.5 14.79 09-2009 09-2024
15.14 15.03 15.69 14.49 0.43 15.09 08-2009 08-2024
15.86 15.12 16.54 14.44 0.79 15.49 07-2009 07-2024
14.65 15.08 15.65 14.09 0.57 14.87 06-2009 06-2024
16.66 15.14 16.99 14.81 0.94 15.9 05-2009 05-2024
17.55 17.09 17.99 16.65 0.5 17.32 04-2009 04-2024
19.07 17.83 19.43 17.47 0.82 18.45 03-2009 03-2024
18.63 18.3 19.01 17.92 0.4 18.46 02-2009 02-2024
18.38 17.7 18.78 17.31 0.57 18.04 01-2009 01-2024