NIFTY 500

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.28
Weighted mean CAGR by duration 12.21
Mean CAGR 14.48
Standard deviation CAGR 4.41
Range for CAGR 12.59

Summary

Duration Min Max Median Average XIRR (%)
1 year -7.69 47.75 27.98 23.79
3 year 8.04 34.46 17.52 17.98
5 year 0.69 28.64 13.53 13.53
7 year 3.97 16.42 12.39 12.35
10 year 3.53 17.72 11.50 11.24
12 year 3.10 16.97 11.34 11.25
15 year 6.68 16.96 10.88 11.20

Rolling return for 1 year

Average return: 23.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.59 1.19 6.79 -7.69 5.29 -0.57 04-2024 04-2025
0.99 5.81 11.34 -4.03 5.7 3.53 03-2024 03-2025
1.57 7.39 12.11 -2.7 5.63 4.59 02-2024 02-2025
8.79 14.78 19.85 4.19 5.93 11.9 01-2024 01-2025
22.75 20.4 29.72 13.93 5.65 21.7 12-2023 12-2024
29.75 28.14 38.01 20.47 6.23 29.09 11-2023 11-2024
35.81 39.07 47.75 27.83 7.14 37.61 10-2023 10-2024
37.58 38.41 45.13 31.21 4.93 38.08 09-2023 09-2024
34.43 38.97 42.65 30.96 4.43 36.75 08-2023 08-2024
35.32 37.97 42.89 30.66 4.42 36.71 07-2023 07-2024
24.65 37.94 44.02 19.39 9.9 31.5 06-2023 06-2024
32.45 36.59 41.83 27.55 5.26 34.61 05-2023 05-2024

Rolling return for 3 year

Average return: 17.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.12 11.4 13.55 8.04 2 10.78 04-2022 04-2025
13.56 13.15 17.32 9.52 2.76 13.39 03-2022 03-2025
12.96 12.64 16.74 8.99 2.74 12.83 02-2022 02-2025
12.94 13.03 16.64 9.44 2.55 13.01 01-2022 01-2025
16.19 15.29 18.35 13.19 1.85 15.76 12-2021 12-2024
14.63 13.78 17.01 11.46 1.99 14.22 11-2021 11-2024
14.41 14.98 17.67 11.8 2.09 14.71 10-2021 10-2024
17.05 17.1 19.15 15.03 1.46 17.08 09-2021 09-2024
17.76 17.71 20.11 15.41 1.66 17.75 08-2021 08-2024
18.49 19.62 20.66 17.47 1.2 19.06 07-2021 07-2024
14.26 18.48 19.9 12.91 2.89 16.39 06-2021 06-2024
18.24 17.73 20.97 15.08 2.09 18 05-2021 05-2024
18.89 18.65 21.05 16.54 1.6 18.78 04-2021 04-2024
17.7 16.92 19.71 14.95 1.71 17.32 03-2021 03-2024
19.95 16.97 21.68 15.31 2.49 18.48 02-2021 02-2024
19.17 17.86 20.9 16.18 1.73 18.53 01-2021 01-2024
18.92 18.98 21.91 16.06 2.07 18.97 12-2020 12-2023
20.63 18.56 23.65 15.67 2.91 19.63 11-2020 11-2023
20.45 21.21 22.9 18.79 1.48 20.84 10-2020 10-2023
23.75 22.57 25.72 20.65 1.84 23.17 09-2020 09-2023
23.13 20.61 24.21 19.57 1.87 21.88 08-2020 08-2023
24.87 22.97 26.34 21.55 1.82 23.93 07-2020 07-2023
26.17 23.63 27.99 21.86 2.35 24.91 06-2020 06-2023
28.19 26.41 29.81 24.83 1.87 27.31 05-2020 05-2023
30 23.74 32.03 21.83 4.23 26.9 04-2020 04-2023
32.09 16.58 34.46 14.53 8.93 24.41 03-2020 03-2023
16.22 14.59 18.04 12.83 1.93 15.42 02-2020 02-2023
14.8 15.25 17.1 12.98 1.47 15.03 01-2020 01-2023
16.1 17.27 18.77 14.64 1.52 16.7 12-2019 12-2022
17.04 17.43 18.56 15.93 0.94 17.24 11-2019 11-2022
17.42 16.61 19.65 14.43 1.87 17.03 10-2019 10-2022
18.43 18.07 21.63 14.97 2.36 18.27 09-2019 09-2022
19.34 19.27 21.42 17.23 1.48 19.32 08-2019 08-2022
13.9 14.39 18.02 10.4 2.7 14.18 07-2019 07-2022
10.7 12.88 14.7 8.95 2.17 11.81 06-2019 06-2022
13.7 14.38 17.56 10.63 2.46 14.07 05-2019 05-2022

Rolling return for 5 year

Average return: 13.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.15 21.62 26.45 19.41 2.64 22.91 04-2020 04-2025
26.16 18.09 28.64 15.81 5.36 22.18 03-2020 03-2025
16.55 16.78 18.87 14.49 1.55 16.67 02-2020 02-2025
16.43 17.58 18.71 15.33 1.26 17.01 01-2020 01-2025
18.27 18.68 19.59 17.38 0.79 18.48 12-2019 12-2024
17.72 18.5 19.18 17.05 0.8 18.11 11-2019 11-2024
19.94 20.11 21.98 18.1 1.37 20.03 10-2019 10-2024
21.66 20.8 22.97 19.52 1.26 21.24 09-2019 09-2024
21.02 21.16 22.46 19.73 0.97 21.09 08-2019 08-2024
20.1 19.16 21.41 17.87 1.29 19.64 07-2019 07-2024
15.67 17.93 19.06 14.57 1.78 16.81 06-2019 06-2024
17.25 16.93 18.87 15.34 1.25 17.1 05-2019 05-2024
15.91 16.57 17.17 15.32 0.69 16.24 04-2019 04-2024
16.7 16.2 17.89 15.03 1.03 16.45 03-2019 03-2024
17.45 17.28 18.46 16.27 0.78 17.37 02-2019 02-2024
16.67 16.7 17.69 15.69 0.71 16.69 01-2019 01-2024
15.86 16.01 17.6 14.29 1.17 15.94 12-2018 12-2023
13.85 14.54 15.55 12.85 0.99 14.2 11-2018 11-2023
14.49 13.75 15.88 12.38 1.26 14.13 10-2018 10-2023
13.37 12.05 14.45 11 1.31 12.72 09-2018 09-2023
11.7 11.27 12.29 10.69 0.59 11.49 08-2018 08-2023
12.72 12.07 13.51 11.29 0.82 12.4 07-2018 07-2023
11.79 11.77 12.76 10.81 0.69 11.78 06-2018 06-2023
10.99 10.67 11.83 9.84 0.71 10.83 05-2018 05-2023
10.23 9.9 11.27 8.88 0.85 10.07 04-2018 04-2023
10.15 9.97 11.33 8.8 0.9 10.06 03-2018 03-2023
10.03 9.19 11.06 8.18 1.06 9.62 02-2018 02-2023
9.37 9.5 10.68 8.2 0.88 9.44 01-2018 01-2023
10.78 11.05 12.3 9.55 0.98 10.92 12-2017 12-2022
11.45 11.43 12.31 10.57 0.62 11.44 11-2017 11-2022
11.04 10.96 12.3 9.71 0.92 11 10-2017 10-2022
11.36 11.86 13.16 10.09 1.1 11.62 09-2017 09-2022
11.87 11.83 13.03 10.67 0.83 11.85 08-2017 08-2022
9.58 10.73 11.95 8.39 1.32 10.16 07-2017 07-2022
9.28 10.97 11.63 8.64 1.21 10.13 06-2017 06-2022
10.61 11.98 12.85 9.76 1.2 11.3 05-2017 05-2022
12.86 13.38 14.16 12.09 0.75 13.12 04-2017 04-2022
11.88 13.32 14.33 10.89 1.32 12.61 03-2017 03-2022
13.29 14.54 15.75 12.11 1.36 13.92 02-2017 02-2022
15.68 16.17 17.88 14 1.38 15.93 01-2017 01-2022
16.05 16.53 17.89 14.71 1.14 16.3 12-2016 12-2021
16.36 15.75 18.33 13.82 1.61 16.06 11-2016 11-2021
15.16 16.04 16.77 14.45 0.88 15.61 10-2016 10-2021
14.74 14.89 15.95 13.69 0.8 14.82 09-2016 09-2021
13.71 14.14 15.09 12.77 0.83 13.93 08-2016 08-2021
13.87 13.34 14.46 12.75 0.63 13.61 07-2016 07-2021
14.69 14.29 15.51 13.48 0.73 14.49 06-2016 06-2021
13.57 14.12 15.43 12.28 1.13 13.85 05-2016 05-2021
13.55 13.59 14.92 12.23 0.95 13.57 04-2016 04-2021
15.27 14.66 16.92 13.04 1.39 14.97 03-2016 03-2021
14.61 14.83 17.35 12.14 1.84 14.73 02-2016 02-2021
13.24 12.48 14.98 10.77 1.51 12.87 01-2016 01-2021
10.94 11.4 12.58 9.78 1 11.17 12-2015 12-2020
7.98 9.71 10.74 6.98 1.46 8.85 11-2015 11-2020
7.25 7.16 8.14 6.27 0.66 7.21 10-2015 10-2020
7.28 7.57 8.93 5.94 1.06 7.43 09-2015 09-2020
7.04 6.15 8.94 4.29 1.67 6.61 08-2015 08-2020
4.16 5.06 5.86 3.37 0.94 4.61 07-2015 07-2020
3.68 4.5 5.86 2.35 1.27 4.1 06-2015 06-2020
1.94 2.31 3.57 0.69 1.03 2.13 05-2015 05-2020

Rolling return for 7 year

Average return: 12.35
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.81 12.29 13.29 10.83 0.89 12.05 04-2018 04-2025
12.27 12.85 13.85 11.29 0.93 12.56 03-2018 03-2025
11.99 12.21 13.58 10.64 1.04 12.11 02-2018 02-2025
12.02 12.71 13.58 11.16 0.89 12.37 01-2018 01-2025
13.77 13.76 14.67 12.87 0.64 13.77 12-2017 12-2024
13.48 13.84 14.49 12.85 0.59 13.67 11-2017 11-2024
14.55 14.94 15.94 13.57 0.85 14.75 10-2017 10-2024
15.54 15.47 16.42 14.59 0.65 15.5 09-2017 09-2024
15.1 15.19 16.08 14.22 0.66 15.15 08-2017 08-2024
15.07 15.07 15.97 14.18 0.63 15.07 07-2017 07-2024
13.18 15.05 15.54 12.7 1.2 14.12 06-2017 06-2024
13.96 14.45 15.08 13.33 0.64 14.21 05-2017 05-2024
14.05 14.37 14.93 13.5 0.52 14.21 04-2017 04-2024
14.25 14.36 15.09 13.53 0.55 14.31 03-2017 03-2024
14.93 14.77 15.63 14.07 0.55 14.85 02-2017 02-2024
15.51 15.01 16.22 14.31 0.7 15.26 01-2017 01-2024
15.18 15.46 16.42 14.23 0.78 15.32 12-2016 12-2023
13.83 13.24 15.04 12.05 1.08 13.54 11-2016 11-2023
12.17 12.64 13.14 11.67 0.55 12.41 10-2016 10-2023
12.76 12.79 13.53 12.02 0.53 12.77 09-2016 09-2023
12.7 12.45 13.12 12.03 0.4 12.57 08-2016 08-2023
13.01 12.78 13.57 12.22 0.48 12.89 07-2016 07-2023
13.15 12.99 13.85 12.3 0.55 13.07 06-2016 06-2023
13.03 12.72 13.64 12.12 0.55 12.88 05-2016 05-2023
12.65 12.46 13.4 11.72 0.6 12.56 04-2016 04-2023
13.43 12.72 14.3 11.86 0.9 13.08 03-2016 03-2023
14.18 13.17 14.94 12.42 0.96 13.68 02-2016 02-2023
13.48 12.67 14.45 11.71 1.01 13.08 01-2016 01-2023
12.96 13.21 14.06 12.11 0.7 13.09 12-2015 12-2022
13.13 13 13.76 12.38 0.49 13.07 11-2015 11-2022
11.9 12.07 12.8 11.17 0.58 11.98 10-2015 10-2022
12.7 12.97 13.99 11.69 0.82 12.84 09-2015 09-2022
12.7 11.45 13.53 10.62 1.12 12.07 08-2015 08-2022
9.69 10.77 11.37 9.1 0.89 10.23 07-2015 07-2022
10.13 10.79 11.82 9.12 0.98 10.46 06-2015 06-2022
10.7 11.31 12.29 9.73 0.93 11.01 05-2015 05-2022
11.79 11.33 12.71 10.43 0.82 11.56 04-2015 04-2022
10.25 10.52 11.98 8.82 1.12 10.39 03-2015 03-2022
10.38 11.21 12.08 9.52 0.95 10.8 02-2015 02-2022
11.79 11.71 13.3 10.22 1.09 11.75 01-2015 01-2022
11.95 11.81 13.21 10.56 0.94 11.88 12-2014 12-2021
11.61 12.32 12.96 10.98 0.74 11.97 11-2014 11-2021
13.37 13.27 14.5 12.16 0.83 13.32 10-2014 10-2021
12.71 12.76 13.55 11.92 0.58 12.73 09-2014 09-2021
12.4 12.49 13.38 11.53 0.65 12.45 08-2014 08-2021
12.28 11.72 12.7 11.3 0.53 12 07-2014 07-2021
12.36 11.83 12.94 11.26 0.62 12.1 06-2014 06-2021
12.9 11.88 14.22 10.59 1.33 12.4 05-2014 05-2021
12.59 13.01 13.56 12.05 0.55 12.8 04-2014 04-2021
13.87 13.65 15.03 12.5 0.9 13.76 03-2014 03-2021
13.72 14.77 15.66 12.84 1.06 14.25 02-2014 02-2021
13.5 13.67 14.75 12.44 0.82 13.59 01-2014 01-2021
12.37 12.9 13.55 11.73 0.67 12.64 12-2013 12-2020
10.94 12.13 12.96 10.13 1.09 11.54 11-2013 11-2020
11.61 10.73 12.28 10.08 0.84 11.18 10-2013 10-2020
11.84 11 13.06 9.8 1.19 11.43 09-2013 09-2020
12.4 11.93 13.82 10.53 1.18 12.17 08-2013 08-2020
10.09 10.13 11.37 8.86 0.89 10.11 07-2013 07-2020
8.89 9.21 10.53 7.6 1.04 9.06 06-2013 06-2020
6.58 7 7.8 5.79 0.73 6.79 05-2013 05-2020
6.34 8.11 9.34 5.15 1.61 7.24 04-2013 04-2020
5.01 10.53 11.62 3.97 3.34 7.78 03-2013 03-2020
10.91 11.12 12.32 9.72 0.92 11.02 02-2013 02-2020
10.71 11.09 11.47 10.34 0.42 10.9 01-2013 01-2020
10.81 11.06 11.42 10.46 0.35 10.94 12-2012 12-2019
11.74 11.26 12.2 10.81 0.52 11.5 11-2012 11-2019
10.72 11.29 11.95 10.07 0.69 11.01 10-2012 10-2019
11.38 11.27 12.8 9.86 1.04 11.33 09-2012 09-2019
11.24 11.41 12.09 10.56 0.54 11.32 08-2012 08-2019
12.17 12.72 13.68 11.22 0.89 12.45 07-2012 07-2019
13.97 13.2 14.76 12.43 0.87 13.59 06-2012 06-2019
13.22 13 14.56 11.68 1.02 13.12 05-2012 05-2019
12.86 12.55 13.28 12.14 0.42 12.71 04-2012 04-2019
11.92 12.03 13.08 10.88 0.78 11.98 03-2012 03-2019
11.55 10.84 12.35 10.05 0.85 11.2 02-2012 02-2019
13.81 12.28 14.5 11.6 1.16 13.05 01-2012 01-2019
13.63 12.75 14.74 11.65 1.14 13.19 12-2011 12-2018
13.19 11.63 13.9 10.93 1.19 12.41 11-2011 11-2018
11.87 11.69 13.36 10.22 1.11 11.79 10-2011 10-2018
12.93 13.37 14.65 11.67 1.07 13.15 09-2011 09-2018
13.98 12.21 14.72 11.48 1.31 13.1 08-2011 08-2018
10.8 11.14 11.81 10.13 0.61 10.97 07-2011 07-2018
11.46 11.04 12.16 10.34 0.66 11.25 06-2011 06-2018
11.2 10.86 12.03 10.03 0.72 11.03 05-2011 05-2018

Rolling return for 10 year

Average return: 11.24
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.29 11.35 12.32 10.34 0.7 11.33 04-2015 04-2025
11.24 11.3 12.33 10.22 0.75 11.27 03-2015 03-2025
11.15 11.64 12.25 10.54 0.63 11.39 02-2015 02-2025
12.13 12.11 13.22 11.03 0.77 12.12 01-2015 01-2025
13.21 12.84 13.83 12.22 0.58 13.03 12-2014 12-2024
12.51 12.76 13.2 12.07 0.41 12.64 11-2014 11-2024
13.68 13.78 14.64 12.83 0.64 13.73 10-2014 10-2024
13.99 14.04 14.61 13.44 0.41 14.02 09-2014 09-2024
13.98 14.03 14.66 13.36 0.46 14.01 08-2014 08-2024
14.11 14.03 14.73 13.41 0.47 14.07 07-2014 07-2024
12.93 13.78 14.57 12.15 0.91 13.36 06-2014 06-2024
14.48 13.61 15.26 12.83 0.91 14.04 05-2014 05-2024
14.45 14.67 15.06 14.06 0.36 14.56 04-2014 04-2024
15.01 14.62 15.59 14.04 0.57 14.82 03-2014 03-2024
15.55 15.42 16.05 14.93 0.4 15.49 02-2014 02-2024
15.17 14.91 15.67 14.42 0.45 15.04 01-2014 01-2024
14.3 14.69 15.15 13.84 0.48 14.49 12-2013 12-2023
13.76 14.02 14.61 13.18 0.51 13.89 11-2013 11-2023
14.19 13.78 14.89 13.09 0.65 13.99 10-2013 10-2023
15.29 14.35 15.83 13.81 0.79 14.82 09-2013 09-2023
15.52 14.47 15.82 14.17 0.69 15 08-2013 08-2023
14.33 13.83 14.73 13.44 0.49 14.08 07-2013 07-2023
13.81 13.35 14.3 12.86 0.53 13.58 06-2013 06-2023
12.65 12.49 13.08 12.07 0.36 12.57 05-2013 05-2023
12.94 12.58 13.47 12.06 0.51 12.76 04-2013 04-2023
12.49 12.31 13.09 11.71 0.49 12.4 03-2013 03-2023
12.47 12.15 13 11.63 0.5 12.31 02-2013 02-2023
11.92 12.32 12.59 11.66 0.36 12.12 01-2013 01-2023
12.37 12.89 13.14 12.12 0.4 12.63 12-2012 12-2022
13.31 13.08 13.75 12.64 0.4 13.2 11-2012 11-2022
12.69 12.86 13.33 12.23 0.39 12.78 10-2012 10-2022
13.45 13.27 14.36 12.36 0.71 13.36 09-2012 09-2022
13.61 13.71 14.2 13.12 0.38 13.66 08-2012 08-2022
12.69 13.22 13.89 12.02 0.69 12.96 07-2012 07-2022
12.98 13.1 14.19 11.91 0.81 13.04 06-2012 06-2022
13.37 13.41 14.51 12.28 0.79 13.39 05-2012 05-2022
13.54 13.68 14.19 13.03 0.41 13.61 04-2012 04-2022
12.62 13.11 13.85 11.89 0.71 12.87 03-2012 03-2022
12.97 13.11 14.18 11.9 0.81 13.04 02-2012 02-2022
14.98 14.49 16.07 13.41 0.96 14.74 01-2012 01-2022
14.86 14.35 15.76 13.46 0.83 14.61 12-2011 12-2021
14.64 13.99 15.61 13.04 0.94 14.32 11-2011 11-2021
14.61 14.22 15.41 13.43 0.71 14.42 10-2011 10-2021
14.17 13.87 14.77 13.28 0.54 14.02 09-2011 09-2021
13.6 12.53 14.29 11.85 0.94 13.07 08-2011 08-2021
11.74 11.55 12.03 11.26 0.28 11.64 07-2011 07-2021
12.04 11.65 12.44 11.26 0.44 11.85 06-2011 06-2021
10.99 11.08 11.9 10.18 0.61 11.04 05-2011 05-2021
10.04 10.29 10.7 9.63 0.39 10.16 04-2011 04-2021
10.82 10.68 11.61 9.89 0.61 10.75 03-2011 03-2021
10.6 10.99 11.91 9.69 0.8 10.8 02-2011 02-2021
10.01 9.33 10.85 8.5 0.86 9.67 01-2011 01-2021
8.84 8.85 9.64 8.05 0.56 8.84 12-2010 12-2020
7.58 7.56 8.94 6.21 0.97 7.57 11-2010 11-2020
6.73 6.65 7.17 6.21 0.34 6.69 10-2010 10-2020
6.96 6.81 7.77 6 0.63 6.88 09-2010 09-2020
7.09 7.65 8.04 6.7 0.51 7.37 08-2010 08-2020
6.83 7.26 7.7 6.4 0.48 7.05 07-2010 07-2020
6.6 6.98 7.72 5.87 0.67 6.79 06-2010 06-2020
6.14 6.03 6.99 5.19 0.64 6.09 05-2010 05-2020
4.5 6.1 6.55 4.06 1.05 5.3 04-2010 04-2020
3.99 8.06 8.54 3.53 2.28 6.03 03-2010 03-2020
8.69 9.03 9.66 8.06 0.58 8.86 02-2010 02-2020
9.14 8.44 9.66 7.93 0.66 8.79 01-2010 01-2020
8.78 8.63 9.19 8.22 0.35 8.71 12-2009 12-2019
9.95 8.88 10.26 8.57 0.71 9.41 11-2009 11-2019
8.89 8.67 9.73 7.83 0.68 8.78 10-2009 10-2019
8.76 8.77 9.73 7.81 0.68 8.77 09-2009 09-2019
9.23 8.93 9.82 8.34 0.53 9.08 08-2009 08-2019
10.92 9.94 11.97 8.92 1.13 10.44 07-2009 07-2019
10.98 10.19 11.52 9.66 0.71 10.59 06-2009 06-2019
12.9 10.6 13.83 9.69 1.67 11.75 05-2009 05-2019
15.5 13.67 15.8 13.38 1.07 14.59 04-2009 04-2019
16.5 15.19 17.34 14.36 1.15 15.85 03-2009 03-2019
15.54 14.95 16.12 14.38 0.65 15.25 02-2009 02-2019
15.65 14.12 16.14 13.64 1.04 14.89 01-2009 01-2019
15.93 14.47 16.73 13.69 1.19 15.2 12-2008 12-2018
16.16 13.88 16.67 13.38 1.42 15.02 11-2008 11-2018
16.63 11.41 17.72 10.38 3.18 14.04 10-2008 10-2018
11.99 10.75 13.18 9.59 1.34 11.38 09-2008 09-2018
11.01 10.42 11.52 9.92 0.6 10.72 08-2008 08-2018
11.62 10.35 12.34 9.65 1.05 10.99 07-2008 07-2018
10.95 8.98 11.43 8.5 1.25 9.96 06-2008 06-2018
8.73 8.25 9.3 7.68 0.6 8.49 05-2008 05-2018
9.1 8.34 9.78 7.67 0.79 8.72 04-2008 04-2018
9.27 8.11 9.94 7.45 0.97 8.69 03-2008 03-2018
8.29 7.72 9.21 6.81 0.87 8.01 02-2008 02-2018
9.61 5.93 10.21 5.36 2.15 7.78 01-2008 01-2018
6.26 5.88 6.85 5.29 0.57 6.07 12-2007 12-2017
7.09 6.37 7.51 5.95 0.61 6.73 11-2007 11-2017
7.66 6.6 8.31 5.96 0.91 7.13 10-2007 10-2017
8.6 7.88 9.23 7.27 0.74 8.25 09-2007 09-2017
9.55 8.82 10.14 8.24 0.72 9.19 08-2007 08-2017
8.73 8.54 9.32 7.95 0.49 8.63 07-2007 07-2017
9.23 8.89 9.55 8.57 0.37 9.06 06-2007 06-2017
9.32 8.91 9.74 8.49 0.47 9.12 05-2007 05-2017
10.29 9.11 10.67 8.74 0.8 9.7 04-2007 04-2017
10.08 9.62 10.57 9.14 0.53 9.85 03-2007 03-2017
9.19 8.27 9.76 7.71 0.79 8.73 02-2007 02-2017
8.04 8.07 8.84 7.28 0.55 8.06 01-2007 01-2017
8.29 7.81 8.92 7.18 0.64 8.05 12-2006 12-2016
8.06 8.57 9.26 7.37 0.69 8.32 11-2006 11-2016
9.62 9.23 9.96 8.89 0.4 9.43 10-2006 10-2016
10.2 9.83 10.71 9.33 0.51 10.02 09-2006 09-2016
11.02 10.22 11.48 9.76 0.67 10.62 08-2006 08-2016
11.61 10.86 12.16 10.32 0.7 11.24 07-2006 07-2016
11.98 10.06 12.58 9.48 1.29 11.03 06-2006 06-2016
10.23 7.82 10.86 7.21 1.55 9.03 05-2006 05-2016
8.37 8.1 9.01 7.48 0.55 8.24 04-2006 04-2016
8.26 8.27 9.32 7.21 0.75 8.27 03-2006 03-2016
8.44 9.07 9.62 7.89 0.65 8.75 02-2006 02-2016
9.52 10.01 10.73 8.8 0.7 9.77 01-2006 01-2016
10.76 10.55 11.34 9.97 0.49 10.66 12-2005 12-2015
12.12 11.14 12.64 10.63 0.79 11.63 11-2005 11-2015
12.66 11.54 13.18 11.03 0.86 12.1 10-2005 10-2015
11.41 11.26 12.11 10.57 0.55 11.34 09-2005 09-2015
12.18 12.9 13.65 11.45 0.82 12.54 08-2005 08-2015
13.8 13.37 14.23 12.94 0.48 13.59 07-2005 07-2015
13.65 13.78 14.39 13.05 0.48 13.72 06-2005 06-2015
14.6 14.26 15.31 13.56 0.63 14.43 05-2005 05-2015

Rolling return for 12 year

Average return: 11.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.42 13.55 14.3 12.68 0.57 13.49 04-2013 04-2025
13.35 13.62 14.28 12.7 0.57 13.49 03-2013 03-2025
13.22 13.44 14.16 12.51 0.59 13.33 02-2013 02-2025
13.06 13.75 13.98 12.84 0.47 13.41 01-2013 01-2025
13.86 14.18 14.39 13.65 0.29 14.02 12-2012 12-2024
14.19 14.22 14.78 13.64 0.4 14.21 11-2012 11-2024
14.47 14.89 15.28 14.08 0.45 14.68 10-2012 10-2024
15.55 15.14 16.07 14.63 0.53 15.35 09-2012 09-2024
15.21 15.37 15.78 14.8 0.35 15.29 08-2012 08-2024
15.41 15.36 15.93 14.84 0.39 15.38 07-2012 07-2024
14.68 15.15 16.07 13.77 0.83 14.92 06-2012 06-2024
14.88 14.62 15.54 13.97 0.56 14.75 05-2012 05-2024
14.12 14.2 14.63 13.69 0.33 14.16 04-2012 04-2024
13.88 13.75 14.37 13.27 0.39 13.82 03-2012 03-2024
13.97 13.48 14.38 13.07 0.49 13.73 02-2012 02-2024
14.99 14.1 15.41 13.69 0.68 14.55 01-2012 01-2024
14.55 14.09 15.27 13.39 0.68 14.32 12-2011 12-2023
13.46 12.83 14.17 12.14 0.75 13.15 11-2011 11-2023
12.95 12.55 13.53 11.98 0.57 12.75 10-2011 10-2023
13.11 12.82 13.56 12.37 0.43 12.96 09-2011 09-2023
13.02 11.82 13.27 11.57 0.74 12.42 08-2011 08-2023
11.59 11.53 11.92 11.2 0.26 11.56 07-2011 07-2023
11.6 11.34 12 10.94 0.39 11.47 06-2011 06-2023
11.11 10.78 11.46 10.43 0.38 10.95 05-2011 05-2023
10.1 10.19 10.53 9.77 0.27 10.15 04-2011 04-2023
10.51 10.23 11 9.74 0.46 10.37 03-2011 03-2023
11.01 10.68 11.45 10.25 0.44 10.85 02-2011 02-2023
10.68 9.95 11.23 9.41 0.69 10.32 01-2011 01-2023
10.34 10.3 10.97 9.67 0.46 10.32 12-2010 12-2022
10.61 9.79 10.96 9.44 0.61 10.2 11-2010 11-2022
9.49 9.56 10 9.05 0.34 9.53 10-2010 10-2022
10.13 10.04 10.87 9.31 0.55 10.09 09-2010 09-2022
10.35 10.49 10.83 10.02 0.29 10.42 08-2010 08-2022
9.64 10.24 10.62 9.27 0.52 9.94 07-2010 07-2022
9.91 10.25 10.89 9.28 0.58 10.08 06-2010 06-2022
10.62 10.72 11.55 9.8 0.62 10.67 05-2010 05-2022
10.82 10.95 11.35 10.43 0.33 10.89 04-2010 04-2022
10.26 10.85 11.26 9.85 0.54 10.55 03-2010 03-2022
10.82 11.28 11.82 10.29 0.56 11.05 02-2010 02-2022
11.16 11 12.04 10.14 0.67 11.08 01-2010 01-2022
10.8 11.05 11.52 10.32 0.43 10.92 12-2009 12-2021
11.95 11.56 12.73 10.78 0.7 11.75 11-2009 11-2021
11.97 11.71 12.62 11.06 0.56 11.84 10-2009 10-2021
11.89 11.56 12.37 11.07 0.47 11.72 09-2009 09-2021
11.88 11.68 12.44 11.12 0.47 11.78 08-2009 08-2021
12.78 11.32 13.03 11.08 0.86 12.05 07-2009 07-2021
12.09 11.32 12.43 10.98 0.58 11.71 06-2009 06-2021
13.37 11.43 14.14 10.68 1.4 12.4 05-2009 05-2021
14.84 13.65 15.42 13.08 0.93 14.25 04-2009 04-2021
16.28 15.18 16.97 14.5 0.96 15.73 03-2009 03-2021
15.25 15.41 16.39 14.28 0.75 15.33 02-2009 02-2021
15.21 14.26 15.95 13.54 0.92 14.74 01-2009 01-2021
15.17 14.01 15.87 13.31 0.99 14.59 12-2008 12-2020
14.1 13.01 15.31 11.83 1.29 13.56 11-2008 11-2020
14.81 10.03 15.21 9.65 2.59 12.43 10-2008 10-2020
9.78 8.51 10.48 7.82 1.04 9.15 09-2008 09-2020
8.45 8.35 9.25 7.56 0.6 8.4 08-2008 08-2020
8.98 8.1 9.72 7.37 0.89 8.54 07-2008 07-2020
7.78 6.72 8.72 5.79 1.1 7.25 06-2008 06-2020
5.25 5.09 5.95 4.4 0.55 5.17 05-2008 05-2020
4.88 5.42 6.59 3.73 1.03 5.16 04-2008 04-2020
4.56 6.85 8.35 3.1 2.03 5.71 03-2008 03-2020
7.1 6.67 7.9 5.88 0.73 6.89 02-2008 02-2020
8.26 5.16 8.69 4.74 1.78 6.71 01-2008 01-2020
5.75 5.28 6.08 4.95 0.43 5.52 12-2007 12-2019
6.49 5.8 6.74 5.55 0.49 6.14 11-2007 11-2019
6.72 5.99 7.41 5.31 0.79 6.36 10-2007 10-2019
7.39 7.08 8.19 6.29 0.68 7.24 09-2007 09-2019
8.17 7.57 8.65 7.09 0.59 7.87 08-2007 08-2019
7.82 8.02 8.67 7.18 0.53 7.92 07-2007 07-2019
8.88 8.77 9.32 8.33 0.35 8.82 06-2007 06-2019
8.78 8.84 9.53 8.1 0.51 8.81 05-2007 05-2019
10.16 9.11 10.4 8.87 0.66 9.63 04-2007 04-2019
9.79 9.67 10.46 9.01 0.51 9.73 03-2007 03-2019
9.13 8.35 9.59 7.9 0.66 8.74 02-2007 02-2019
8.8 8.54 9.18 8.16 0.37 8.67 01-2007 01-2019
9.14 8.83 9.76 8.21 0.56 8.98 12-2006 12-2018
8.99 8.81 9.39 8.42 0.35 8.9 11-2006 11-2018
9.1 9.34 9.95 8.5 0.52 9.22 10-2006 10-2018
10.38 10.62 11.35 9.65 0.61 10.5 09-2006 09-2018
11.71 11.08 12.13 10.66 0.57 11.4 08-2006 08-2018
11.96 11.47 12.56 10.88 0.62 11.72 07-2006 07-2018
12.74 11.05 13.16 10.64 1.07 11.9 06-2006 06-2018
11.54 9.46 12.03 8.98 1.31 10.5 05-2006 05-2018
10.06 9.87 10.63 9.3 0.48 9.96 04-2006 04-2018
10.45 10.12 11.02 9.56 0.53 10.29 03-2006 03-2018
11.07 11.39 11.86 10.61 0.46 11.23 02-2006 02-2018
11.88 11.77 12.38 11.27 0.39 11.83 01-2006 01-2018
12.03 11.88 12.55 11.36 0.42 11.95 12-2005 12-2017
12.99 12.1 13.37 11.74 0.66 12.55 11-2005 11-2017
12.89 12.09 13.46 11.53 0.74 12.49 10-2005 10-2017
12.18 12.01 12.72 11.47 0.45 12.09 09-2005 09-2017
12.61 12.5 13.12 12 0.4 12.56 08-2005 08-2017
13.15 12.95 13.67 12.44 0.44 13.05 07-2005 07-2017
13.42 13.2 13.7 12.92 0.29 13.31 06-2005 06-2017
13.98 13.48 14.35 13.11 0.47 13.73 05-2005 05-2017
13.85 13.44 14.17 13.11 0.4 13.64 04-2005 04-2017
13.28 12.71 13.7 12.3 0.53 13 03-2005 03-2017

Rolling return for 15 year

Average return: 11.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.68 11.04 11.36 10.37 0.37 10.86 04-2010 04-2025
10.91 11.3 11.63 10.58 0.4 11.11 03-2010 03-2025
11.25 11.55 11.98 10.82 0.42 11.4 02-2010 02-2025
11.52 11.41 12.24 10.69 0.55 11.46 01-2010 01-2025
11.86 11.88 12.27 11.47 0.28 11.87 12-2009 12-2024
12.48 12 12.94 11.54 0.52 12.24 11-2009 11-2024
12.46 12.35 13.09 11.72 0.49 12.41 10-2009 10-2024
12.9 12.64 13.3 12.24 0.39 12.77 09-2009 09-2024
13.03 12.86 13.48 12.41 0.38 12.95 08-2009 08-2024
13.9 12.93 14.32 12.52 0.72 13.42 07-2009 07-2024
12.52 12.71 13.61 11.63 0.7 12.62 06-2009 06-2024
14.33 12.67 14.85 12.15 1.12 13.5 05-2009 05-2024
15.64 14.63 16.06 14.22 0.74 15.14 04-2009 04-2024
16.56 15.53 16.96 15.14 0.74 16.05 03-2009 03-2024
16.17 15.72 16.5 15.39 0.42 15.95 02-2009 02-2024
15.99 14.98 16.33 14.64 0.7 15.48 01-2009 01-2024
15.91 14.98 16.49 14.41 0.81 15.45 12-2008 12-2023
15.38 14.1 15.95 13.54 0.96 14.74 11-2008 11-2023
15.91 12.18 16.38 11.73 2.11 14.05 10-2008 10-2023
12.45 11.18 12.8 10.83 0.83 11.82 09-2008 09-2023
11.24 10.7 11.44 10.51 0.38 10.97 08-2008 08-2023
11.99 10.92 12.25 10.66 0.68 11.46 07-2008 07-2023
11.23 9.9 11.55 9.59 0.84 10.57 06-2008 06-2023
9.48 9.05 9.75 8.77 0.38 9.26 05-2008 05-2023
9.48 8.86 9.82 8.52 0.51 9.17 04-2008 04-2023
9.56 8.73 9.95 8.34 0.64 9.14 03-2008 03-2023
8.87 8.21 9.21 7.88 0.52 8.54 02-2008 02-2023
9.53 7.1 9.97 6.68 1.45 8.32 01-2008 01-2023
7.74 7.58 8.23 7.09 0.41 7.66 12-2007 12-2022
8.52 8.03 8.8 7.75 0.41 8.27 11-2007 11-2022
8.78 8.03 9.19 7.63 0.61 8.41 10-2007 10-2022
9.52 9.19 10.1 8.61 0.54 9.36 09-2007 09-2022
10.32 9.81 10.7 9.43 0.48 10.07 08-2007 08-2022
9.01 9.27 9.79 8.49 0.47 9.14 07-2007 07-2022
9.24 9.58 10.02 8.8 0.45 9.41 06-2007 06-2022
9.75 9.93 10.48 9.2 0.46 9.84 05-2007 05-2022
11.14 10.52 11.56 10.1 0.56 10.83 04-2007 04-2022
10.68 10.84 11.48 10.04 0.51 10.76 03-2007 03-2022
10.54 10.32 11.33 9.54 0.64 10.43 02-2007 02-2022
10.53 10.71 11.23 10.01 0.44 10.62 01-2007 01-2022
10.82 10.64 11.4 10.06 0.48 10.73 12-2006 12-2021
10.76 10.91 11.38 10.29 0.39 10.84 11-2006 11-2021
11.43 11.46 11.95 10.94 0.36 11.45 10-2006 10-2021
11.69 11.49 12.08 11.1 0.35 11.59 09-2006 09-2021
11.91 11.51 12.36 11.06 0.48 11.71 08-2006 08-2021
12.36 11.68 12.55 11.49 0.45 12.02 07-2006 07-2021
12.88 11.45 13.15 11.19 0.86 12.17 06-2006 06-2021
11.33 9.88 11.94 9.29 1.07 10.61 05-2006 05-2021
10.07 9.9 10.51 9.46 0.38 9.98 04-2006 04-2021
10.55 10.36 11.07 9.84 0.44 10.46 03-2006 03-2021
10.46 10.96 11.33 10.08 0.48 10.71 02-2006 02-2021
10.75 10.82 11.31 10.26 0.37 10.79 01-2006 01-2021
10.82 10.83 11.36 10.29 0.38 10.82 12-2005 12-2020
10.72 10.66 11.66 9.74 0.68 10.7 11-2005 11-2020
10.83 10.06 11.13 9.75 0.56 10.44 10-2005 10-2020
10.01 10.02 10.57 9.46 0.39 10.02 09-2005 09-2020
10.44 10.6 11.09 9.96 0.4 10.52 08-2005 08-2020
10.49 10.53 11.09 9.94 0.41 10.51 07-2005 07-2020
10.22 10.6 10.99 9.83 0.43 10.41 06-2005 06-2020
10.22 10.13 10.8 9.54 0.45 10.17 05-2005 05-2020
9.55 10.41 10.98 8.99 0.77 9.98 04-2005 04-2020
8.89 11.26 12.04 8.13 1.62 10.08 03-2005 03-2020