NIFTY AQLV 30 PLUS 5YR G-SEC 70:30 INDEX

Index type: Multi Asset

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.59
Weighted mean XIRR by duration 16.28
Mean XIRR 19.59
Standard deviation XIRR 7.57
Range XIRR 20.13

Summary

Duration Min Max Median Average XIRR (%)
1 year 9.33 46.96 36.77 34.62
3 year 11.72 22.35 16.46 16.51
5 year 14.41 21.07 16.72 17.10
7 year 12.54 16.78 14.38 14.49
10 year 12.58 16.47 15.53 15.23

Rolling return for 1 year

Average return: 34.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.92 15.59 18.33 9.33 3.44 13.79 01-2024 01-2025
22.64 39.03 46.62 16.29 12.19 31.14 12-2023 12-2024
31.43 27.04 36.83 22.02 5.46 29.33 11-2023 11-2024
36.27 42.32 46.02 32.82 5.13 39.36 10-2023 10-2024
42.48 42.83 46.96 38.48 3 42.69 09-2023 09-2024
38.35 41.02 43.15 36.3 2.6 39.7 08-2023 08-2024
37.38 39.73 43.86 33.44 3.78 38.6 07-2023 07-2024
32.78 37.88 41.58 29.31 4.7 35.39 06-2023 06-2024
34.92 37.24 41.82 30.56 4.07 36.14 05-2023 05-2024
36.71 35.29 39.98 32.13 2.82 36.03 04-2023 04-2024
38.06 38.49 41.82 34.82 2.48 38.3 03-2023 03-2024
33.76 36.13 39.3 30.72 3.15 34.98 02-2023 02-2024

Rolling return for 3 year

Average return: 16.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.21 13.81 16.35 11.72 1.64 14.02 01-2022 01-2025
15.28 20.64 22.35 13.66 3.61 17.98 12-2021 12-2024
14.34 14.64 15.89 13.11 0.99 14.5 11-2021 11-2024
15.24 16.41 17.92 13.76 1.53 15.83 10-2021 10-2024
16.94 16.59 18.15 15.39 0.98 16.77 09-2021 09-2024
17.66 17.23 19.01 15.9 1.11 17.45 08-2021 08-2024
17.72 18.69 19.54 16.88 1 18.21 07-2021 07-2024
16.08 17.86 18.59 15.37 1.3 16.98 06-2021 06-2024
17.16 17.25 19.13 15.32 1.35 17.21 05-2021 05-2024
16.43 16.49 17.35 15.58 0.63 16.46 04-2021 04-2024
16.95 16.82 18.01 15.78 0.79 16.89 03-2021 03-2024
15.91 15.71 17.49 14.16 1.18 15.82 02-2021 02-2024

Rolling return for 5 year

Average return: 17.10
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.69 16.26 16.99 14.97 0.74 15.98 01-2020 01-2025
16.83 20.55 21.07 16.32 2.13 18.69 12-2019 12-2024
16.33 16.61 17.27 15.68 0.57 16.47 11-2019 11-2024
17.51 18.03 19.15 16.41 0.99 17.78 10-2019 10-2024
19.26 18.8 20 18.07 0.7 19.03 09-2019 09-2024
18.97 18.92 19.79 18.11 0.59 18.95 08-2019 08-2024
18.49 18.75 19.59 17.66 0.69 18.62 07-2019 07-2024
16.47 17.35 17.97 15.86 0.81 16.91 06-2019 06-2024
16.52 16.88 17.68 15.72 0.7 16.7 05-2019 05-2024
15.19 15.44 15.73 14.9 0.31 15.32 04-2019 04-2024
15.34 15.51 15.96 14.89 0.38 15.42 03-2019 03-2024
15.25 15.34 16.19 14.41 0.63 15.3 02-2019 02-2024

Rolling return for 7 year

Average return: 14.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.7 13.44 13.61 12.54 0.46 13.07 01-2018 01-2025
13.84 16.17 16.78 13.24 1.5 15.01 12-2017 12-2024
13.78 14.11 14.44 13.46 0.37 13.95 11-2017 11-2024
14.61 15.3 15.75 14.17 0.61 14.96 10-2017 10-2024
15.46 15.36 15.98 14.85 0.4 15.41 09-2017 09-2024
15.03 15.13 15.59 14.57 0.36 15.08 08-2017 08-2024
14.99 15.27 15.75 14.51 0.45 15.13 07-2017 07-2024
14.21 14.94 15.26 13.89 0.55 14.58 06-2017 06-2024
14.21 14.63 15.03 13.82 0.45 14.42 05-2017 05-2024
13.95 13.91 14.33 13.53 0.28 13.93 04-2017 04-2024
14.29 14.2 14.73 13.76 0.34 14.24 03-2017 03-2024
13.99 14.3 14.65 13.64 0.37 14.14 02-2017 02-2024

Rolling return for 10 year

Average return: 15.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.33 13.21 13.97 12.58 0.49 13.27 01-2015 01-2025
14.03 15.56 16.09 13.51 1.06 14.8 12-2014 12-2024
14.02 14.02 14.48 13.56 0.33 14.02 11-2014 11-2024
14.89 15.19 15.69 14.39 0.47 15.04 10-2014 10-2024
15.48 15.36 15.83 15.01 0.29 15.42 09-2014 09-2024
15.76 15.55 16.15 15.16 0.36 15.66 08-2014 08-2024
15.77 15.94 16.3 15.4 0.32 15.85 07-2014 07-2024
15.72 15.75 16.47 15.01 0.52 15.74 06-2014 06-2024
15.87 16.09 16.44 15.51 0.34 15.98 05-2014 05-2024
15.5 15.57 15.78 15.3 0.17 15.54 04-2014 04-2024
15.75 15.65 16.06 15.34 0.26 15.7 03-2014 03-2024
15.67 15.82 16.14 15.35 0.28 15.74 02-2014 02-2024