NIFTY 200

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.42
Weighted mean CAGR by duration 11.87
Mean CAGR 13.96
Standard deviation CAGR 4.08
Range for CAGR 11.73

Summary

Duration Min Max Median Average XIRR (%)
1 year -6.49 46.37 27.05 22.67
3 year 7.68 33.37 16.61 17.00
5 year 0.71 27.63 13.27 13.15
7 year 3.76 16.01 12.12 12.04
10 year 3.56 16.94 11.24 10.94
12 year 3.31 16.54 11.07 10.99
15 year 6.56 16.42 10.77 10.95

Rolling return for 1 year

Average return: 22.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
-1.47 1.95 7.42 -6.49 5.07 0.35 04-2024 04-2025
1.17 5.96 11.1 -3.51 5.44 3.68 03-2024 03-2025
2.11 7.44 11.9 -1.96 5.25 4.87 02-2024 02-2025
9.13 13.52 18.63 4.44 5.25 11.43 01-2024 01-2025
21.66 19.06 28.73 12.52 5.81 20.49 12-2023 12-2024
28.73 27.05 36.51 19.8 5.94 28.02 11-2023 11-2024
34.68 38.08 46.37 27.06 6.93 36.55 10-2023 10-2024
36.27 37.53 44.22 29.95 5.07 36.99 09-2023 09-2024
32.58 36.75 40.53 29.02 4.33 34.72 08-2023 08-2024
32.99 35.34 39.97 28.59 4.11 34.22 07-2023 07-2024
22.45 35.06 40.75 17.5 9.35 28.94 06-2023 06-2024
29.79 33.69 38.79 25.03 5.06 31.82 05-2023 05-2024

Rolling return for 3 year

Average return: 17
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.87 10.83 13.07 7.68 1.94 10.36 04-2022 04-2025
13.16 12.54 16.75 9.08 2.72 12.88 03-2022 03-2025
12.39 12.03 15.88 8.67 2.55 12.24 02-2022 02-2025
12.41 12.09 15.58 9.02 2.32 12.27 01-2022 01-2025
15.17 14.34 17.36 12.21 1.84 14.77 12-2021 12-2024
13.61 12.67 15.85 10.48 1.93 13.15 11-2021 11-2024
13.46 14.01 16.65 10.89 2.05 13.75 10-2021 10-2024
15.87 16.06 18.08 13.89 1.48 15.97 09-2021 09-2024
16.99 16.58 19.28 14.34 1.75 16.8 08-2021 08-2024
17.79 18.76 19.82 16.75 1.14 18.28 07-2021 07-2024
13.38 17.4 18.77 12.08 2.76 15.41 06-2021 06-2024
17.24 16.71 19.89 14.13 2.05 16.99 05-2021 05-2024
17.73 17.48 19.8 15.45 1.54 17.61 04-2021 04-2024
16.82 15.92 18.68 14.11 1.65 16.38 03-2021 03-2024
18.68 15.61 20.3 14.05 2.46 17.16 02-2021 02-2024
17.86 16.47 19.6 14.78 1.77 17.18 01-2021 01-2024
17.5 17.67 20.6 14.64 2.11 17.6 12-2020 12-2023
19.24 17.07 22.13 14.3 2.87 18.18 11-2020 11-2023
19.3 19.79 21.64 17.48 1.48 19.55 10-2020 10-2023
22.51 21.38 24.47 19.48 1.81 21.96 09-2020 09-2023
21.83 19.61 22.94 18.53 1.75 20.73 08-2020 08-2023
23.76 21.71 25.15 20.35 1.85 22.74 07-2020 07-2023
25.08 22.56 26.81 20.88 2.28 23.83 06-2020 06-2023
27.15 25.26 28.75 23.71 1.9 26.22 05-2020 05-2023
29.06 22.68 31.06 20.81 4.27 25.9 04-2020 04-2023
31.08 15.88 33.37 13.89 8.74 23.55 03-2020 03-2023
15.53 13.87 17.36 12.09 1.95 14.71 02-2020 02-2023
13.93 14.48 16.23 12.21 1.43 14.21 01-2020 01-2023
15.26 16.34 17.83 13.8 1.48 15.81 12-2019 12-2022
16.09 16.49 17.65 14.95 0.97 16.3 11-2019 11-2022
16.38 15.69 18.74 13.38 1.91 16.05 10-2019 10-2022
17.46 17.07 20.67 13.96 2.38 17.29 09-2019 09-2022
18.41 18.39 20.51 16.34 1.47 18.41 08-2019 08-2022
13.01 13.64 17.14 9.63 2.66 13.36 07-2019 07-2022
10.04 12.17 13.9 8.37 2.1 11.12 06-2019 06-2022
13.08 13.58 16.73 10.03 2.38 13.36 05-2019 05-2022

Rolling return for 5 year

Average return: 13.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.35 20.62 25.5 18.55 2.64 22 04-2020 04-2025
25.26 17.31 27.63 15.13 5.24 21.33 03-2020 03-2025
15.84 15.86 17.98 13.76 1.49 15.86 02-2020 02-2025
15.5 16.38 17.44 14.45 1.1 15.94 01-2020 01-2025
16.95 17.39 18.28 16.07 0.8 17.17 12-2019 12-2024
16.5 17.18 17.88 15.81 0.77 16.84 11-2019 11-2024
18.79 18.91 20.78 16.94 1.36 18.86 10-2019 10-2024
20.47 19.65 21.84 18.3 1.28 20.07 09-2019 09-2024
19.81 19.93 21.21 18.54 0.94 19.87 08-2019 08-2024
18.95 18.01 20.18 16.81 1.24 18.49 07-2019 07-2024
14.68 16.85 17.92 13.64 1.7 15.77 06-2019 06-2024
16.3 15.95 17.86 14.4 1.23 16.13 05-2019 05-2024
14.99 15.61 16.2 14.4 0.67 15.3 04-2019 04-2024
15.94 15.39 17.04 14.3 0.99 15.67 03-2019 03-2024
16.54 16.31 17.49 15.37 0.75 16.43 02-2019 02-2024
15.8 15.88 16.82 14.86 0.69 15.84 01-2019 01-2024
14.97 15.21 16.78 13.43 1.19 15.1 12-2018 12-2023
13.08 13.64 14.72 12.02 0.97 13.36 11-2018 11-2023
13.74 12.91 15.07 11.61 1.26 13.33 10-2018 10-2023
12.58 11.43 13.65 10.38 1.23 12.01 09-2018 09-2023
11.23 10.82 11.84 10.22 0.59 11.03 08-2018 08-2023
12.4 11.66 13.15 10.92 0.83 12.03 07-2018 07-2023
11.52 11.56 12.44 10.64 0.64 11.54 06-2018 06-2023
10.94 10.67 11.77 9.85 0.69 10.81 05-2018 05-2023
10.28 9.91 11.31 8.9 0.86 10.1 04-2018 04-2023
10.19 10.05 11.34 8.92 0.86 10.12 03-2018 03-2023
10.03 9.24 11.07 8.22 1.05 9.64 02-2018 02-2023
9.58 9.65 10.9 8.34 0.91 9.62 01-2018 01-2023
11.01 11.29 12.49 9.83 0.95 11.15 12-2017 12-2022
11.54 11.57 12.44 10.68 0.62 11.56 11-2017 11-2022
10.98 11.04 12.33 9.7 0.93 11.01 10-2017 10-2022
11.29 11.86 13.1 10.06 1.09 11.58 09-2017 09-2022
11.78 11.85 12.96 10.68 0.81 11.82 08-2017 08-2022
9.62 10.75 12.01 8.39 1.34 10.19 07-2017 07-2022
9.36 11.02 11.65 8.74 1.18 10.19 06-2017 06-2022
10.62 11.98 12.75 9.87 1.13 11.3 05-2017 05-2022
12.78 13.39 14.15 12.03 0.78 13.09 04-2017 04-2022
11.71 13.26 14.2 10.79 1.32 12.49 03-2017 03-2022
13.17 14.27 15.49 11.99 1.3 13.73 02-2017 02-2022
15.41 15.87 17.55 13.76 1.35 15.65 01-2017 01-2022
15.73 16.23 17.56 14.43 1.12 15.99 12-2016 12-2021
16.14 15.66 18.1 13.74 1.55 15.91 11-2016 11-2021
15.07 15.9 16.66 14.32 0.88 15.49 10-2016 10-2021
14.6 14.73 15.8 13.54 0.8 14.67 09-2016 09-2021
13.36 13.99 14.93 12.43 0.91 13.68 08-2016 08-2021
13.52 13.01 14.13 12.41 0.63 13.27 07-2016 07-2021
14.46 14.08 15.25 13.29 0.71 14.27 06-2016 06-2021
13.4 13.86 15.24 12.04 1.14 13.63 05-2016 05-2021
13.44 13.42 14.77 12.1 0.94 13.43 04-2016 04-2021
15.1 14.49 16.74 12.88 1.38 14.8 03-2016 03-2021
14.62 14.86 17.39 12.15 1.85 14.75 02-2016 02-2021
13.21 12.59 15.02 10.82 1.5 12.91 01-2016 01-2021
11.04 11.48 12.69 9.84 1.02 11.26 12-2015 12-2020
8.06 9.77 10.84 7.01 1.48 8.92 11-2015 11-2020
7.19 7.2 8.18 6.22 0.69 7.2 10-2015 10-2020
7.2 7.44 8.83 5.83 1.06 7.32 09-2015 09-2020
7.09 6.13 8.86 4.4 1.61 6.62 08-2015 08-2020
4.2 5.15 5.96 3.4 0.97 4.68 07-2015 07-2020
3.7 4.47 5.84 2.35 1.26 4.09 06-2015 06-2020
2.01 2.39 3.7 0.71 1.07 2.2 05-2015 05-2020

Rolling return for 7 year

Average return: 12.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.68 12.05 13.07 10.68 0.86 11.87 04-2018 04-2025
12.1 12.67 13.61 11.17 0.89 12.39 03-2018 03-2025
11.78 11.92 13.25 10.47 0.98 11.86 02-2018 02-2025
11.9 12.32 13.24 10.99 0.81 12.11 01-2018 01-2025
13.39 13.43 14.31 12.52 0.63 13.41 12-2017 12-2024
13.11 13.43 14.06 12.48 0.57 13.27 11-2017 11-2024
14.16 14.57 15.52 13.22 0.83 14.37 10-2017 10-2024
15.08 15.1 16.01 14.17 0.65 15.09 09-2017 09-2024
14.59 14.73 15.55 13.78 0.63 14.66 08-2017 08-2024
14.7 14.62 15.55 13.78 0.63 14.66 07-2017 07-2024
12.84 14.64 15.1 12.38 1.15 13.74 06-2017 06-2024
13.56 14.1 14.66 13.01 0.61 13.83 05-2017 05-2024
13.7 14 14.55 13.16 0.5 13.85 04-2017 04-2024
13.93 14.03 14.71 13.26 0.51 13.98 03-2017 03-2024
14.51 14.31 15.18 13.65 0.55 14.41 02-2017 02-2024
15.03 14.57 15.75 13.86 0.69 14.8 01-2017 01-2024
14.67 15.03 15.96 13.75 0.79 14.85 12-2016 12-2023
13.37 12.84 14.54 11.69 1.02 13.11 11-2016 11-2023
11.83 12.24 12.76 11.31 0.53 12.04 10-2016 10-2023
12.33 12.35 13.1 11.59 0.53 12.34 09-2016 09-2023
12.36 12.14 12.8 11.7 0.4 12.25 08-2016 08-2023
12.76 12.5 13.3 11.96 0.48 12.63 07-2016 07-2023
12.9 12.74 13.57 12.08 0.53 12.82 06-2016 06-2023
12.83 12.47 13.44 11.87 0.57 12.65 05-2016 05-2023
12.45 12.24 13.19 11.5 0.6 12.34 04-2016 04-2023
13.19 12.45 14.03 11.62 0.89 12.82 03-2016 03-2023
13.96 12.96 14.73 12.21 0.96 13.46 02-2016 02-2023
13.26 12.5 14.23 11.54 0.99 12.88 01-2016 01-2023
12.85 13.05 13.92 11.98 0.69 12.95 12-2015 12-2022
12.94 12.8 13.59 12.16 0.51 12.87 11-2015 11-2022
11.6 11.84 12.57 10.88 0.6 11.72 10-2015 10-2022
12.4 12.66 13.7 11.37 0.83 12.53 09-2015 09-2022
12.43 11.24 13.28 10.41 1.1 11.84 08-2015 08-2022
9.41 10.49 11.1 8.81 0.9 9.95 07-2015 07-2022
9.85 10.45 11.48 8.83 0.96 10.15 06-2015 06-2022
10.44 10.94 11.95 9.44 0.9 10.69 05-2015 05-2022
11.38 10.99 12.34 10.04 0.82 11.19 04-2015 04-2022
9.88 10.14 11.62 8.42 1.14 10.02 03-2015 03-2022
10.04 10.76 11.64 9.17 0.91 10.4 02-2015 02-2022
11.39 11.21 12.86 9.76 1.1 11.3 01-2015 01-2022
11.49 11.34 12.74 10.11 0.93 11.42 12-2014 12-2021
11.23 11.91 12.57 10.58 0.74 11.57 11-2014 11-2021
13 12.88 14.12 11.77 0.83 12.94 10-2014 10-2021
12.38 12.45 13.21 11.62 0.56 12.41 09-2014 09-2021
11.91 12.13 13.02 11.03 0.71 12.02 08-2014 08-2021
11.8 11.28 12.23 10.85 0.52 11.54 07-2014 07-2021
11.97 11.46 12.53 10.91 0.6 11.72 06-2014 06-2021
12.43 11.5 13.74 10.22 1.29 11.97 05-2014 05-2021
12.14 12.56 13.08 11.62 0.54 12.35 04-2014 04-2021
13.38 13.16 14.53 12.03 0.89 13.28 03-2014 03-2021
13.31 14.35 15.26 12.42 1.07 13.83 02-2014 02-2021
13.07 13.3 14.36 12.02 0.83 13.19 01-2014 01-2021
11.95 12.47 13.14 11.29 0.68 12.21 12-2013 12-2020
10.51 11.66 12.54 9.65 1.1 11.09 11-2013 11-2020
11.11 10.27 11.84 9.55 0.86 10.69 10-2013 10-2020
11.37 10.42 12.58 9.23 1.23 10.9 09-2013 09-2020
12.09 11.42 13.42 10.12 1.19 11.76 08-2013 08-2020
9.7 9.78 11.02 8.47 0.9 9.74 07-2013 07-2020
8.59 8.9 10.2 7.31 1.03 8.75 06-2013 06-2020
6.33 6.77 7.59 5.52 0.75 6.55 05-2013 05-2020
6.12 7.87 9.16 4.86 1.64 7 04-2013 04-2020
4.77 10.2 11.28 3.76 3.28 7.5 03-2013 03-2020
10.6 10.87 12.04 9.45 0.92 10.74 02-2013 02-2020
10.56 10.89 11.28 10.17 0.41 10.73 01-2013 01-2020
10.73 10.97 11.33 10.37 0.35 10.85 12-2012 12-2019
11.66 11.16 12.13 10.69 0.54 11.41 11-2012 11-2019
11.4 11.18 12.65 9.95 0.96 11.29 10-2012 10-2019
11.24 11.13 12.7 9.69 1.06 11.19 09-2012 09-2019
11.16 11.3 12.01 10.45 0.55 11.23 08-2012 08-2019
12.09 12.6 13.56 11.14 0.87 12.35 07-2012 07-2019
13.88 13 14.63 12.27 0.89 13.45 06-2012 06-2019
13.11 12.85 14.44 11.53 1.03 12.98 05-2012 05-2019
12.69 12.35 13.11 11.94 0.43 12.52 04-2012 04-2019
11.74 11.8 12.88 10.67 0.78 11.77 03-2012 03-2019
11.35 10.65 12.16 9.86 0.85 11 02-2012 02-2019
13.55 11.99 14.22 11.34 1.16 12.77 01-2012 01-2019
13.36 12.48 14.46 11.4 1.13 12.93 12-2011 12-2018
12.97 11.46 13.74 10.72 1.19 12.22 11-2011 11-2018
11.76 11.51 13.28 10.01 1.16 11.64 10-2011 10-2018
12.59 13.15 14.18 11.57 0.94 12.87 09-2011 09-2018
13.67 12.07 14.42 11.34 1.23 12.88 08-2011 08-2018
10.5 10.85 11.55 9.8 0.63 10.68 07-2011 07-2018
10.98 10.63 11.61 10.01 0.58 10.81 06-2011 06-2018
10.7 10.57 11.48 9.79 0.6 10.63 05-2011 05-2018

Rolling return for 10 year

Average return: 10.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.92 10.94 11.88 9.99 0.67 10.93 04-2015 04-2025
10.86 10.85 11.9 9.82 0.74 10.86 03-2015 03-2025
10.74 11.14 11.76 10.13 0.59 10.94 02-2015 02-2025
11.7 11.47 12.63 10.55 0.74 11.59 01-2015 01-2025
12.58 12.24 13.22 11.6 0.59 12.41 12-2014 12-2024
11.94 12.14 12.6 11.48 0.4 12.04 11-2014 11-2024
13.14 13.21 14.09 12.28 0.64 13.18 10-2014 10-2024
13.41 13.52 14.06 12.88 0.42 13.47 09-2014 09-2024
13.41 13.45 14.07 12.79 0.45 13.43 08-2014 08-2024
13.57 13.47 14.15 12.89 0.45 13.52 07-2014 07-2024
12.39 13.21 13.97 11.65 0.87 12.8 06-2014 06-2024
13.86 13.04 14.62 12.28 0.88 13.45 05-2014 05-2024
13.79 14.01 14.38 13.42 0.35 13.9 04-2014 04-2024
14.4 13.98 14.95 13.44 0.55 14.19 03-2014 03-2024
14.9 14.73 15.37 14.26 0.4 14.81 02-2014 02-2024
14.49 14.24 14.99 13.74 0.45 14.37 01-2014 01-2024
13.59 14 14.48 13.12 0.5 13.8 12-2013 12-2023
13.06 13.26 13.88 12.45 0.51 13.16 11-2013 11-2023
13.5 13.05 14.17 12.39 0.65 13.28 10-2013 10-2023
14.6 13.6 15.15 13.06 0.82 14.1 09-2013 09-2023
14.93 13.82 15.24 13.51 0.73 14.38 08-2013 08-2023
13.74 13.23 14.12 12.85 0.48 13.48 07-2013 07-2023
13.3 12.83 13.77 12.36 0.53 13.07 06-2013 06-2023
12.19 12.01 12.61 11.59 0.37 12.1 05-2013 05-2023
12.53 12.12 13.05 11.6 0.53 12.32 04-2013 04-2023
12.06 11.88 12.64 11.3 0.48 11.97 03-2013 03-2023
12.06 11.76 12.59 11.24 0.49 11.91 02-2013 02-2023
11.56 11.96 12.23 11.28 0.36 11.76 01-2013 01-2023
12.07 12.55 12.81 11.81 0.39 12.31 12-2012 12-2022
12.97 12.74 13.42 12.29 0.41 12.86 11-2012 11-2022
12.87 12.51 13.55 11.84 0.62 12.69 10-2012 10-2022
13.07 12.88 13.99 11.97 0.72 12.98 09-2012 09-2022
13.29 13.38 13.88 12.78 0.39 13.33 08-2012 08-2022
12.37 12.91 13.58 11.7 0.69 12.64 07-2012 07-2022
12.71 12.76 13.89 11.6 0.81 12.74 06-2012 06-2022
13.1 13.07 14.18 12 0.77 13.09 05-2012 05-2022
13.18 13.33 13.86 12.65 0.43 13.25 04-2012 04-2022
12.27 12.75 13.51 11.51 0.73 12.51 03-2012 03-2022
12.62 12.69 13.76 11.56 0.78 12.66 02-2012 02-2022
14.56 14.04 15.62 12.99 0.95 14.3 01-2012 01-2022
14.43 13.93 15.33 13.04 0.83 14.18 12-2011 12-2021
14.32 13.66 15.28 12.72 0.93 14 11-2011 11-2021
14.35 13.87 15.14 13.09 0.74 14.11 10-2011 10-2021
13.77 13.63 14.36 13.05 0.47 13.7 09-2011 09-2021
13.2 12.34 13.99 11.58 0.9 12.78 08-2011 08-2021
11.37 11.18 11.67 10.88 0.29 11.28 07-2011 07-2021
11.63 11.33 12.01 10.94 0.39 11.48 06-2011 06-2021
10.67 10.93 11.57 10.04 0.55 10.8 05-2011 05-2021
9.73 10.08 10.38 9.43 0.36 9.91 04-2011 04-2021
10.52 10.44 11.3 9.67 0.58 10.48 03-2011 03-2021
10.29 10.91 11.61 9.59 0.75 10.6 02-2011 02-2021
9.61 9.23 10.49 8.36 0.76 9.42 01-2011 01-2021
8.55 8.7 9.35 7.9 0.52 8.62 12-2010 12-2020
7.22 7.48 8.59 6.12 0.88 7.35 11-2010 11-2020
6.51 6.62 7 6.13 0.31 6.56 10-2010 10-2020
6.78 6.7 7.59 5.9 0.6 6.74 09-2010 09-2020
7.03 7.61 7.92 6.73 0.47 7.32 08-2010 08-2020
6.84 7.34 7.74 6.44 0.49 7.09 07-2010 07-2020
6.6 6.97 7.7 5.88 0.66 6.79 06-2010 06-2020
6.15 6.13 7.02 5.26 0.62 6.14 05-2010 05-2020
4.42 6.17 6.51 4.09 1.06 5.3 04-2010 04-2020
3.88 8.02 8.35 3.56 2.24 5.95 03-2010 03-2020
8.55 9.04 9.54 8.05 0.55 8.79 02-2010 02-2020
8.89 8.45 9.39 7.96 0.53 8.67 01-2010 01-2020
8.73 8.63 9.14 8.22 0.33 8.68 12-2009 12-2019
9.85 8.9 10.17 8.58 0.65 9.38 11-2009 11-2019
8.78 8.68 9.64 7.83 0.64 8.73 10-2009 10-2019
8.62 8.68 9.61 7.7 0.68 8.65 09-2009 09-2019
9 8.85 9.58 8.27 0.47 8.93 08-2009 08-2019
10.63 9.87 11.64 8.87 1.02 10.25 07-2009 07-2019
10.58 10.07 11.08 9.57 0.56 10.32 06-2009 06-2019
12.48 10.47 13.4 9.57 1.53 11.48 05-2009 05-2019
14.91 13.54 15.2 13.25 0.84 14.23 04-2009 04-2019
16.11 14.89 16.94 14.08 1.1 15.5 03-2009 03-2019
15.04 14.73 15.62 14.15 0.53 14.88 02-2009 02-2019
15.29 13.95 15.76 13.48 0.94 14.62 01-2009 01-2019
15.34 14.32 16.12 13.55 0.98 14.83 12-2008 12-2018
15.72 13.89 16.26 13.35 1.22 14.8 11-2008 11-2018
15.39 11.35 16.48 10.3 2.61 13.38 10-2008 10-2018
11.44 10.55 12.54 9.46 1.13 11 09-2008 09-2018
10.73 10.17 11.24 9.66 0.59 10.45 08-2008 08-2018
11.31 10.33 12.05 9.6 0.93 10.82 07-2008 07-2018
10.63 9.08 11.07 8.65 1.02 9.86 06-2008 06-2018
8.36 7.93 8.9 7.4 0.55 8.15 05-2008 05-2018
8.67 8.02 9.35 7.34 0.75 8.34 04-2008 04-2018
8.77 8.07 9.4 7.44 0.74 8.42 03-2008 03-2018
7.94 7.41 8.84 6.53 0.84 7.68 02-2008 02-2018
8.13 5.68 8.75 5.08 1.56 6.91 01-2008 01-2018
5.69 5.51 6.26 4.94 0.47 5.6 12-2007 12-2017
6.39 6.01 6.8 5.6 0.45 6.2 11-2007 11-2017
7.09 6.17 7.72 5.55 0.83 6.63 10-2007 10-2017
8.17 7.54 8.77 6.95 0.68 7.86 09-2007 09-2017
9.15 8.65 9.69 8.12 0.58 8.9 08-2007 08-2017
8.36 8.29 8.97 7.68 0.46 8.32 07-2007 07-2017
8.87 8.56 9.18 8.25 0.35 8.71 06-2007 06-2017
8.89 8.59 9.26 8.22 0.38 8.74 05-2007 05-2017
9.96 8.89 10.33 8.53 0.74 9.43 04-2007 04-2017
9.77 9.41 10.23 8.96 0.47 9.59 03-2007 03-2017
8.83 8.15 9.4 7.58 0.69 8.49 02-2007 02-2017
7.9 7.95 8.68 7.18 0.53 7.93 01-2007 01-2017
8.02 7.73 8.63 7.12 0.54 7.88 12-2006 12-2016
7.89 8.4 9.02 7.27 0.64 8.14 11-2006 11-2016
9.45 9.14 9.81 8.79 0.38 9.3 10-2006 10-2016
9.99 9.75 10.5 9.25 0.45 9.87 09-2006 09-2016
10.8 10.19 11.26 9.73 0.58 10.5 08-2006 08-2016
11.24 10.79 11.79 10.24 0.57 11.02 07-2006 07-2016
11.74 10.28 12.31 9.72 1.05 11.01 06-2006 06-2016
9.46 7.88 10.12 7.23 1.16 8.67 05-2006 05-2016
8.13 8.13 8.77 7.49 0.45 8.13 04-2006 04-2016
8.06 8.3 9.12 7.24 0.67 8.18 03-2006 03-2016
8.38 9.09 9.56 7.91 0.64 8.73 02-2006 02-2016
9.44 10.02 10.62 8.86 0.66 9.73 01-2006 01-2016
10.62 10.55 11.22 9.95 0.45 10.59 12-2005 12-2015
11.99 11.2 12.54 10.65 0.72 11.59 11-2005 11-2015
12.63 11.58 13.14 11.08 0.82 12.11 10-2005 10-2015
11.45 11.42 12.17 10.7 0.52 11.43 09-2005 09-2015
12.05 13.06 13.49 11.64 0.75 12.56 08-2005 08-2015
13.78 13.45 14.22 13.01 0.44 13.61 07-2005 07-2015
13.72 13.89 14.46 13.15 0.47 13.8 06-2005 06-2015
14.56 14.38 15.29 13.65 0.58 14.47 05-2005 05-2015

Rolling return for 12 year

Average return: 10.99
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.98 13.01 13.8 12.2 0.57 13 04-2013 04-2025
12.87 13.11 13.75 12.23 0.54 12.99 03-2013 03-2025
12.75 12.92 13.62 12.07 0.55 12.84 02-2013 02-2025
12.59 13.15 13.38 12.36 0.41 12.87 01-2013 01-2025
13.28 13.6 13.82 13.07 0.29 13.44 12-2012 12-2024
13.65 13.63 14.21 13.08 0.4 13.64 11-2012 11-2024
14.42 14.34 15.22 13.55 0.59 14.38 10-2012 10-2024
15 14.6 15.54 14.06 0.54 14.8 09-2012 09-2024
14.68 14.81 15.24 14.26 0.35 14.75 08-2012 08-2024
14.9 14.82 15.39 14.33 0.38 14.86 07-2012 07-2024
14.21 14.59 15.55 13.27 0.82 14.41 06-2012 06-2024
14.43 14.13 15.07 13.49 0.57 14.28 05-2012 05-2024
13.65 13.7 14.14 13.2 0.33 13.67 04-2012 04-2024
13.47 13.28 13.92 12.84 0.39 13.38 03-2012 03-2024
13.48 12.97 13.87 12.59 0.49 13.23 02-2012 02-2024
14.48 13.59 14.91 13.18 0.69 14.04 01-2012 01-2024
14.03 13.61 14.78 12.88 0.69 13.83 12-2011 12-2023
13.02 12.37 13.7 11.69 0.75 12.7 11-2011 11-2023
12.58 12.09 13.13 11.55 0.58 12.34 10-2011 10-2023
12.58 12.43 13.03 11.99 0.37 12.51 09-2011 09-2023
12.65 11.55 12.9 11.29 0.69 12.1 08-2011 08-2023
11.29 11.19 11.6 10.88 0.26 11.24 07-2011 07-2023
11.2 11.02 11.58 10.63 0.34 11.11 06-2011 06-2023
10.8 10.62 11.14 10.27 0.31 10.71 05-2011 05-2023
9.78 9.95 10.2 9.53 0.24 9.86 04-2011 04-2023
10.18 9.95 10.66 9.48 0.43 10.07 03-2011 03-2023
10.63 10.48 11.06 10.05 0.36 10.55 02-2011 02-2023
10.23 9.73 10.79 9.18 0.6 9.98 01-2011 01-2023
9.99 10.05 10.6 9.45 0.41 10.02 12-2010 12-2022
10.16 9.59 10.53 9.22 0.51 9.88 11-2010 11-2022
9.16 9.38 9.71 8.83 0.32 9.27 10-2010 10-2022
9.85 9.82 10.59 9.08 0.53 9.84 09-2010 09-2022
10.13 10.35 10.61 9.86 0.28 10.24 08-2010 08-2022
9.47 10.11 10.46 9.13 0.52 9.79 07-2010 07-2022
9.74 10.07 10.69 9.12 0.57 9.9 06-2010 06-2022
10.44 10.55 11.32 9.68 0.58 10.5 05-2010 05-2022
10.51 10.77 11.07 10.22 0.31 10.64 04-2010 04-2022
9.93 10.66 10.94 9.65 0.52 10.29 03-2010 03-2022
10.56 11.08 11.5 10.14 0.51 10.82 02-2010 02-2022
10.71 10.77 11.57 9.92 0.58 10.74 01-2010 01-2022
10.48 10.77 11.2 10.05 0.42 10.62 12-2009 12-2021
11.63 11.33 12.41 10.55 0.67 11.48 11-2009 11-2021
11.67 11.48 12.31 10.85 0.52 11.58 10-2009 10-2021
11.59 11.28 12.07 10.8 0.46 11.44 09-2009 09-2021
11.39 11.41 12.03 10.77 0.45 11.4 08-2009 08-2021
12.25 11.01 12.5 10.76 0.76 11.63 07-2009 07-2021
11.57 11.04 11.89 10.72 0.45 11.3 06-2009 06-2021
12.88 11.18 13.64 10.44 1.28 12.04 05-2009 05-2021
14.25 13.43 14.81 12.87 0.74 13.84 04-2009 04-2021
15.86 14.84 16.54 14.17 0.91 15.35 03-2009 03-2021
14.76 15.16 15.91 14.02 0.68 14.96 02-2009 02-2021
14.87 14.12 15.63 13.37 0.84 14.5 01-2009 01-2021
14.65 13.87 15.36 13.17 0.82 14.26 12-2008 12-2020
13.75 13 14.97 11.81 1.15 13.38 11-2008 11-2020
13.74 9.97 14.18 9.55 2.11 11.86 10-2008 10-2020
9.29 8.35 9.98 7.68 0.88 8.82 09-2008 09-2020
8.32 8.19 9.07 7.45 0.57 8.26 08-2008 08-2020
8.84 8.19 9.6 7.44 0.8 8.52 07-2008 07-2020
7.64 6.94 8.57 6.03 0.93 7.29 06-2008 06-2020
5.14 5.08 5.87 4.36 0.53 5.11 05-2008 05-2020
4.74 5.4 6.48 3.67 1.02 5.07 04-2008 04-2020
4.37 7.01 8.11 3.31 1.94 5.7 03-2008 03-2020
6.97 6.61 7.79 5.8 0.71 6.79 02-2008 02-2020
7.32 5.19 7.73 4.79 1.28 6.26 01-2008 01-2020
5.57 5.28 5.9 4.94 0.35 5.42 12-2007 12-2019
6.16 5.77 6.43 5.51 0.35 5.97 11-2007 11-2019
6.46 5.87 7.16 5.19 0.73 6.17 10-2007 10-2019
7.23 7.02 8.04 6.22 0.65 7.13 09-2007 09-2019
8.01 7.64 8.49 7.16 0.49 7.82 08-2007 08-2019
7.75 8 8.57 7.18 0.5 7.88 07-2007 07-2019
8.78 8.68 9.2 8.27 0.33 8.73 06-2007 06-2019
8.57 8.76 9.32 8.02 0.46 8.67 05-2007 05-2019
10.06 9.09 10.29 8.86 0.61 9.57 04-2007 04-2019
9.66 9.63 10.31 8.98 0.47 9.64 03-2007 03-2019
8.96 8.37 9.42 7.91 0.57 8.66 02-2007 02-2019
8.76 8.51 9.12 8.15 0.35 8.63 01-2007 01-2019
8.98 8.84 9.6 8.22 0.49 8.91 12-2006 12-2018
8.9 8.81 9.33 8.38 0.34 8.86 11-2006 11-2018
9.07 9.38 9.94 8.52 0.51 9.23 10-2006 10-2018
10.28 10.56 11.18 9.65 0.55 10.42 09-2006 09-2018
11.53 11.06 11.96 10.63 0.5 11.29 08-2006 08-2018
11.64 11.42 12.26 10.8 0.52 11.53 07-2006 07-2018
12.5 11.17 12.88 10.81 0.87 11.84 06-2006 06-2018
10.79 9.36 11.25 8.91 0.97 10.08 05-2006 05-2018
9.72 9.75 10.3 9.18 0.4 9.74 04-2006 04-2018
10.12 9.96 10.66 9.43 0.44 10.04 03-2006 03-2018
10.9 11.26 11.67 10.5 0.43 11.08 02-2006 02-2018
11.59 11.62 12.12 11.1 0.36 11.61 01-2006 01-2018
11.75 11.69 12.25 11.19 0.38 11.72 12-2005 12-2017
12.74 11.97 13.1 11.61 0.59 12.36 11-2005 11-2017
12.72 11.96 13.27 11.42 0.71 12.34 10-2005 10-2017
12.07 11.96 12.59 11.44 0.41 12.02 09-2005 09-2017
12.39 12.5 12.85 12.04 0.29 12.45 08-2005 08-2017
12.95 12.84 13.48 12.31 0.42 12.89 07-2005 07-2017
13.27 13.07 13.54 12.8 0.27 13.17 06-2005 06-2017
13.78 13.35 14.11 13.03 0.41 13.57 05-2005 05-2017
13.68 13.3 14 12.98 0.38 13.49 04-2005 04-2017
13.07 12.68 13.47 12.29 0.44 12.88 03-2005 03-2017

Rolling return for 15 year

Average return: 10.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.38 10.78 11.02 10.15 0.34 10.58 04-2010 04-2025
10.57 11.03 11.26 10.34 0.36 10.8 03-2010 03-2025
10.92 11.27 11.6 10.59 0.38 11.1 02-2010 02-2025
11.05 11.03 11.67 10.41 0.45 11.04 01-2010 01-2025
11.4 11.48 11.82 11.06 0.27 11.44 12-2009 12-2024
12.02 11.59 12.46 11.16 0.48 11.81 11-2009 11-2024
12.02 11.98 12.64 11.36 0.45 12 10-2009 10-2024
12.43 12.22 12.86 11.8 0.38 12.33 09-2009 09-2024
12.49 12.42 12.93 11.99 0.33 12.46 08-2009 08-2024
13.34 12.52 13.73 12.14 0.63 12.93 07-2009 07-2024
11.93 12.29 12.97 11.25 0.62 12.11 06-2009 06-2024
13.74 12.27 14.25 11.77 1.02 13.01 05-2009 05-2024
14.94 14.23 15.34 13.83 0.59 14.59 04-2009 04-2024
16.05 15.06 16.42 14.7 0.7 15.56 03-2009 03-2024
15.54 15.25 15.85 14.94 0.34 15.39 02-2009 02-2024
15.46 14.59 15.8 14.25 0.63 15.02 01-2009 01-2024
15.21 14.62 15.82 14.02 0.67 14.92 12-2008 12-2023
14.83 13.8 15.38 13.26 0.83 14.32 11-2008 11-2023
14.83 11.87 15.28 11.44 1.71 13.36 10-2008 10-2023
11.82 10.84 12.17 10.49 0.69 11.33 09-2008 09-2023
10.9 10.38 11.1 10.18 0.37 10.64 08-2008 08-2023
11.67 10.77 11.92 10.52 0.59 11.22 07-2008 07-2023
10.92 9.9 11.23 9.59 0.68 10.41 06-2008 06-2023
9.22 8.84 9.49 8.57 0.35 9.03 05-2008 05-2023
9.2 8.65 9.54 8.31 0.48 8.93 04-2008 04-2023
9.24 8.73 9.62 8.35 0.48 8.98 03-2008 03-2023
8.63 8.02 8.98 7.68 0.51 8.33 02-2008 02-2023
8.61 6.99 9.05 6.56 1.05 7.8 01-2008 01-2023
7.44 7.4 7.91 6.93 0.35 7.42 12-2007 12-2022
8.08 7.83 8.37 7.54 0.31 7.96 11-2007 11-2022
8.37 7.77 8.81 7.33 0.56 8.07 10-2007 10-2022
9.2 8.96 9.79 8.38 0.51 9.08 09-2007 09-2022
10.02 9.71 10.4 9.32 0.4 9.86 08-2007 08-2022
8.78 9.1 9.56 8.32 0.45 8.94 07-2007 07-2022
9.03 9.37 9.79 8.62 0.43 9.2 06-2007 06-2022
9.46 9.71 10.16 9.01 0.42 9.59 05-2007 05-2022
10.9 10.37 11.34 9.93 0.53 10.63 04-2007 04-2022
10.42 10.68 11.23 9.87 0.49 10.55 03-2007 03-2022
10.26 10.15 11 9.41 0.56 10.21 02-2007 02-2022
10.35 10.53 11.03 9.85 0.42 10.44 01-2007 01-2022
10.53 10.49 11.11 9.92 0.42 10.51 12-2006 12-2021
10.57 10.77 11.19 10.15 0.37 10.67 11-2006 11-2021
11.29 11.35 11.8 10.84 0.34 11.32 10-2006 10-2021
11.51 11.39 11.89 11 0.32 11.45 09-2006 09-2021
11.65 11.44 12.16 10.93 0.44 11.54 08-2006 08-2021
11.99 11.52 12.19 11.32 0.35 11.75 07-2006 07-2021
12.64 11.53 12.9 11.27 0.7 12.08 06-2006 06-2021
10.76 9.84 11.35 9.25 0.81 10.3 05-2006 05-2021
9.87 9.86 10.3 9.43 0.31 9.86 04-2006 04-2021
10.36 10.32 10.88 9.8 0.38 10.34 03-2006 03-2021
10.42 10.98 11.3 10.1 0.47 10.7 02-2006 02-2021
10.68 10.87 11.27 10.29 0.35 10.78 01-2006 01-2021
10.76 10.86 11.3 10.31 0.35 10.81 12-2005 12-2020
10.67 10.72 11.61 9.78 0.65 10.7 11-2005 11-2020
10.79 10.1 11.13 9.77 0.54 10.45 10-2005 10-2020
10.02 10.07 10.57 9.52 0.37 10.04 09-2005 09-2020
10.37 10.7 10.98 10.1 0.33 10.54 08-2005 08-2020
10.49 10.61 11.11 10 0.39 10.55 07-2005 07-2020
10.27 10.66 11.03 9.91 0.42 10.47 06-2005 06-2020
10.21 10.23 10.82 9.63 0.42 10.22 05-2005 05-2020
9.59 10.5 11.04 9.05 0.77 10.04 04-2005 04-2020
8.86 11.34 11.96 8.25 1.58 10.1 03-2005 03-2020