NIFTY AAA CPSE BOND PLUS SDL APR 2027 60:40 INDEX

Index type: Fixed Income

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) -0.78
Weighted mean XIRR by duration -44.2
Mean XIRR -26.89
Standard deviation XIRR 34.62
Range XIRR 69.24

Summary

Duration Min Max Median Average XIRR (%)
1 year 6.03 9.09 7.79 7.73
3 year -62.50 -60.75 -61.57 -61.51

Rolling return for 1 year

Average return: 7.73
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.17 8.04 8.78 7.44 0.48 8.11 01-2024 01-2025
8.73 8.11 9.05 7.8 0.49 8.42 12-2023 12-2024
8.6 8.42 9.09 7.93 0.42 8.51 11-2023 11-2024
8.29 8.59 8.97 7.91 0.39 8.44 10-2023 10-2024
7.9 8.16 8.68 7.38 0.47 8.03 09-2023 09-2024
7.62 7.86 8.31 7.17 0.41 7.74 08-2023 08-2024
7.22 7.49 8.04 6.67 0.49 7.36 07-2023 07-2024
6.74 7.12 7.4 6.46 0.36 6.93 06-2023 06-2024
6.83 6.79 7.6 6.03 0.56 6.81 05-2023 05-2024
7.38 6.73 7.79 6.33 0.57 7.06 04-2023 04-2024
8.08 7.41 8.69 6.8 0.71 7.74 03-2023 03-2024
7.37 7.79 8.04 7.13 0.35 7.58 02-2023 02-2024

Rolling return for 3 year

Average return: -61.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
-61.13 -61.94 -61.06 -62.01 0.44 -61.54 01-2022 01-2025
-60.86 -61.59 -60.82 -61.63 0.39 -61.22 12-2021 12-2024
-61.3 -62.12 -61.24 -62.17 0.44 -61.71 11-2021 11-2024
-61.79 -62.42 -61.71 -62.5 0.36 -62.1 10-2021 10-2024
-61.59 -62.02 -61.49 -62.11 0.27 -61.8 09-2021 09-2024
-61.01 -61.55 -60.92 -61.63 0.32 -61.28 08-2021 08-2024
-60.85 -60.96 -60.75 -61.06 0.12 -60.9 07-2021 07-2024