NIFTY AUTO

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.35
Weighted mean CAGR by duration 14.14
Mean CAGR 19.45
Standard deviation CAGR 14.4
Range for CAGR 44.82

Summary

Duration Min Max Median Average XIRR (%)
1 year 2.21 83.83 55.08 52.39
3 year 1.32 43.15 26.02 24.90
5 year -13.19 32.64 3.85 7.57
7 year -0.54 18.59 8.41 8.93
10 year 3.23 26.22 13.41 14.31
12 year 6.82 21.58 13.50 14.05
15 year 9.26 22.13 12.86 14.01

Rolling return for 1 year

Average return: 52.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.69 14.26 23.73 2.21 7.72 12.72 02-2024 02-2025
20.36 25.53 33.24 13.39 7.25 23.13 01-2024 01-2025
30.03 28.13 38.69 20.13 6.6 29.24 12-2023 12-2024
43.34 37.84 53.36 28.83 8.89 40.84 11-2023 11-2024
48.03 63.39 73.25 39.6 13.08 56.07 10-2023 10-2024
60.79 66.37 76.78 51.32 9.22 63.81 09-2023 09-2024
61.77 70.32 78.1 54.7 8.81 66.22 08-2023 08-2024
63.05 68.43 78.55 53.81 8.95 65.96 07-2023 07-2024
55.46 71.19 83.44 45.08 14.67 63.79 06-2023 06-2024
67.02 67.92 82.83 53.4 10.41 67.79 05-2023 05-2024
71.73 71.36 83.83 60.08 8.4 71.75 04-2023 04-2024
68.6 65.46 81.55 53.66 9.93 67.32 03-2023 03-2024

Rolling return for 3 year

Average return: 24.9
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.4 26.2 31.19 21.6 3.39 26.35 02-2022 02-2025
25.68 26.59 30.02 22.37 2.72 26.16 01-2022 01-2025
30.16 28.85 32.99 26.11 2.48 29.53 12-2021 12-2024
29.44 25.93 32.39 23.12 3.5 27.72 11-2021 11-2024
30.63 31.35 37.66 24.64 4.61 31.07 10-2021 10-2024
36.15 36.7 40.52 32.45 2.86 36.45 09-2021 09-2024
36.1 37.29 40.53 32.96 2.71 36.72 08-2021 08-2024
35.01 35.32 39.16 31.28 2.79 35.19 07-2021 07-2024
29.13 33.54 36.46 26.37 3.89 31.38 06-2021 06-2024
32.29 31.49 36.34 27.58 3.11 31.93 05-2021 05-2024
31.28 30.93 34.29 28 2.23 31.12 04-2021 04-2024
27.84 25.93 31.03 22.86 2.97 26.91 03-2021 03-2024
25.52 23.37 28.9 20.14 3.19 24.48 02-2021 02-2024
25.34 21.33 27.85 18.95 3.45 23.37 01-2021 01-2024
26.51 25.56 29.9 22.29 2.71 26.06 12-2020 12-2023
27.17 25.15 31.77 20.78 3.95 26.22 11-2020 11-2023
26.8 26.36 29.31 23.91 1.92 26.59 10-2020 10-2023
28.42 26.51 31.04 23.98 2.59 27.49 09-2020 09-2023
27.92 24.35 29.84 22.52 2.88 26.16 08-2020 08-2023
30.83 28.7 33.4 26.22 2.65 29.79 07-2020 07-2023
32.62 29.84 35.71 26.89 3.27 31.27 06-2020 06-2023
34.94 31.84 38.82 28.15 3.93 33.44 05-2020 05-2023
39.75 30.62 43.06 27.6 6.35 35.26 04-2020 04-2023
38.79 22.83 43.15 19.09 10.21 30.96 03-2020 03-2023
22.22 18.14 25.3 15.23 3.84 20.22 02-2020 02-2023
16.42 16.42 19.12 13.78 1.89 16.44 01-2020 01-2023
16.02 16.83 19.59 13.34 2.23 16.45 12-2019 12-2022
16.69 16.81 19.32 14.23 1.8 16.76 11-2019 11-2022
19.29 16.53 22.62 13.37 3.41 17.95 10-2019 10-2022
22.39 19.13 25.78 15.92 3.67 20.8 09-2019 09-2022
23.26 22.79 25.59 20.52 1.8 23.04 08-2019 08-2022
19.67 16.15 23.56 12.5 4.1 17.97 07-2019 07-2022
11.43 12.53 15.54 8.53 2.51 12.01 06-2019 06-2022
8.87 11.11 14.31 5.82 3.1 10.03 05-2019 05-2022
8.08 7.61 10.83 4.95 2.09 7.87 04-2019 04-2022
4.03 6.52 9.38 1.32 2.98 5.31 03-2019 03-2022

Rolling return for 5 year

Average return: 7.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.34 23.72 28.16 20.99 2.6 24.55 02-2020 02-2025
22.55 23.36 25.06 20.87 1.51 22.96 01-2020 01-2025
23.67 23.53 25.28 21.95 1.18 23.61 12-2019 12-2024
23.23 23.32 24.91 21.67 1.15 23.28 11-2019 11-2024
26.1 26.21 30.13 22.3 2.77 26.18 10-2019 10-2024
30.15 28.39 32.64 25.98 2.44 29.29 09-2019 09-2024
29.44 30.19 31.95 27.71 1.52 29.82 08-2019 08-2024
29.47 27.04 31.84 24.75 2.65 28.27 07-2019 07-2024
23.32 25.47 27.47 21.39 2.28 24.41 06-2019 06-2024
22.93 23.06 25.18 20.85 1.53 23.01 05-2019 05-2024
20.58 20.1 22.24 18.47 1.34 20.35 04-2019 04-2024
19.62 19.49 21.4 17.73 1.3 19.56 03-2019 03-2024
19.07 18.93 20.99 17.05 1.39 19.01 02-2019 02-2024
17.62 15.81 19.03 14.44 1.74 16.73 01-2019 01-2024
14.86 14.34 16.69 12.54 1.48 14.61 12-2018 12-2023
12.47 13.48 14.9 11.09 1.39 12.99 11-2018 11-2023
13.09 11.48 14.42 10.18 1.6 12.29 10-2018 10-2023
10.62 8.44 11.97 7.13 1.88 9.54 09-2018 09-2023
7.17 7.32 8.13 6.37 0.62 7.25 08-2018 08-2023
7.21 7.17 8.46 5.93 0.89 7.19 07-2018 07-2023
5.95 6.06 7.43 4.61 1 6.01 06-2018 06-2023
4.3 4.01 6.09 2.25 1.36 4.16 05-2018 05-2023
2.46 2.46 3.91 1.03 1.02 2.46 04-2018 04-2023
2.42 3.06 4.34 1.17 1.14 2.75 03-2018 03-2023
3.08 2.89 4.63 1.37 1.15 2.99 02-2018 02-2023
1.63 2.08 3.04 0.68 0.85 1.86 01-2018 01-2023
1.99 1.89 3.86 0.05 1.35 1.95 12-2017 12-2022
2.73 3.29 4.11 1.92 0.8 3.01 11-2017 11-2022
2.63 3.26 4.34 1.57 1 2.95 10-2017 10-2022
3.21 3.65 4.91 1.97 1.05 3.44 09-2017 09-2022
3.99 3.47 5.17 2.31 1.03 3.74 08-2017 08-2022
1.87 2.7 3.85 0.75 1.13 2.29 07-2017 07-2022
0.41 1.5 2.62 -0.68 1.23 0.96 06-2017 06-2022
0 1.36 2.97 -1.56 1.67 0.69 05-2017 05-2022
1.37 1.87 2.91 0.35 0.92 1.62 04-2017 04-2022
-0.82 1.23 2.2 -1.77 1.58 0.21 03-2017 03-2022
2.09 3.01 4.49 0.64 1.4 2.56 02-2017 02-2022
3.86 3.46 5.54 1.82 1.32 3.67 01-2017 01-2022
2.97 3.67 4.94 1.72 1.17 3.33 12-2016 12-2021
3.83 3.64 6.99 0.57 2.27 3.76 11-2016 11-2021
1.12 2.89 4 0.03 1.54 2.01 10-2016 10-2021
0.28 0.71 1.95 -0.95 1.04 0.5 09-2016 09-2021
0.89 0.8 2.31 -0.6 1.03 0.85 08-2016 08-2021
2.49 2.6 4.23 0.9 1.18 2.56 07-2016 07-2021
4.25 4.21 5.61 2.87 0.97 4.24 06-2016 06-2021
3.45 3.88 5.72 1.65 1.45 3.67 05-2016 05-2021
3.68 3.42 5.27 1.86 1.21 3.56 04-2016 04-2021
6.24 5.9 8.8 3.4 1.91 6.09 03-2016 03-2021
7.23 7.77 10.09 4.97 1.82 7.51 02-2016 02-2021
4.97 5.26 8.32 2.01 2.23 5.14 01-2016 01-2021
1.84 2.09 3.93 0.03 1.38 1.97 12-2015 12-2020
-0.6 0.94 2.52 -2.14 1.74 0.18 11-2015 11-2020
0.02 -0.26 1.42 -1.63 1.08 -0.11 10-2015 10-2020
-0.04 0.63 2.09 -1.47 1.28 0.3 09-2015 09-2020
-1 -1.49 1.6 -4 1.99 -1.22 08-2015 08-2020
-3.99 -2.82 -1.9 -4.89 1.14 -3.4 07-2015 07-2020
-4.98 -4.1 -2.43 -6.61 1.51 -4.53 06-2015 06-2020
-7.54 -6.27 -4.63 -9.13 1.65 -6.89 05-2015 05-2020
-10.86 -7.8 -5.86 -12.69 2.65 -9.3 04-2015 04-2020
-11.74 -4.83 -3.25 -13.19 4.28 -8.25 03-2015 03-2020

Rolling return for 7 year

Average return: 8.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.19 10.62 11.95 8.87 1.1 10.41 02-2018 02-2025
9.6 10.45 11.2 8.86 0.88 10.03 01-2018 01-2025
10.75 10.26 11.77 9.25 0.91 10.51 12-2017 12-2024
10.77 11.22 11.85 10.15 0.62 11 11-2017 11-2024
11.47 13.16 14.01 10.65 1.33 12.32 10-2017 10-2024
13.22 13.78 14.77 12.25 0.91 13.5 09-2017 09-2024
13.05 13.29 14.61 11.74 1.02 13.17 08-2017 08-2024
12.84 13.41 14.31 11.94 0.86 13.12 07-2017 07-2024
11.21 12.99 13.87 10.35 1.39 12.11 06-2017 06-2024
11.75 11.93 13.2 10.49 0.96 11.84 05-2017 05-2024
11.64 11.92 12.73 10.83 0.68 11.78 04-2017 04-2024
11.08 11.49 12.26 10.32 0.7 11.29 03-2017 03-2024
10.59 10.72 11.86 9.47 0.85 10.66 02-2017 02-2024
10.36 9.73 11.3 8.8 0.91 10.05 01-2017 01-2024
10.12 10.4 11.37 9.16 0.79 10.26 12-2016 12-2023
8.98 8.16 10.65 6.53 1.49 8.58 11-2016 11-2023
6.87 6.94 7.76 6.04 0.61 6.9 10-2016 10-2023
6.87 6.85 7.8 5.93 0.66 6.86 09-2016 09-2023
7.22 6.77 7.91 6.09 0.66 7 08-2016 08-2023
7.94 7.63 8.84 6.73 0.75 7.79 07-2016 07-2023
7.93 7.96 9 6.9 0.74 7.95 06-2016 06-2023
7.35 7.3 8.66 6 0.94 7.33 05-2016 05-2023
6.74 6.46 7.82 5.4 0.86 6.61 04-2016 04-2023
7.67 7.01 9.1 5.6 1.26 7.35 03-2016 03-2023
9.03 8.53 10.2 7.38 1.01 8.79 02-2016 02-2023
8.09 6.95 9.16 5.91 1.22 7.53 01-2016 01-2023
6.53 6.55 7.92 5.18 0.97 6.54 12-2015 12-2022
6.94 6.77 7.96 5.75 0.78 6.86 11-2015 11-2022
7.03 7.02 8.3 5.76 0.9 7.03 10-2015 10-2022
7.58 7.73 8.85 6.48 0.84 7.66 09-2015 09-2022
7.5 6.01 8.37 5.16 1.25 6.76 08-2015 08-2022
4.96 5.7 6.41 4.26 0.8 5.33 07-2015 07-2022
4.52 4.85 6.15 3.24 1.04 4.69 06-2015 06-2022
3.53 4.41 5.71 2.25 1.26 3.97 05-2015 05-2022
3.89 3.47 5.01 2.36 0.95 3.68 04-2015 04-2022
1.5 2.49 3.71 0.31 1.25 2 03-2015 03-2022
3.54 3.9 5.27 2.19 1.1 3.72 02-2015 02-2022
4.3 3.91 5.5 2.73 0.99 4.11 01-2015 01-2022
3.67 3.74 5.09 2.34 0.97 3.71 12-2014 12-2021
3.78 5.11 6.03 2.88 1.21 4.45 11-2014 11-2021
4.89 5.49 7.02 3.39 1.3 5.2 10-2014 10-2021
3.75 4.12 4.99 2.89 0.75 3.94 09-2014 09-2021
5.14 4.36 6.19 3.32 1.05 4.75 08-2014 08-2021
5.8 5.92 7.08 4.66 0.86 5.87 07-2014 07-2021
6.99 6.75 7.99 5.77 0.79 6.88 06-2014 06-2021
7.24 6.9 8.91 5.26 1.3 7.08 05-2014 05-2021
7.15 7.61 8.32 6.45 0.68 7.38 04-2014 04-2021
8.67 9.24 10.54 7.4 1.13 8.96 03-2014 03-2021
10.43 10.61 12.52 8.55 1.41 10.53 02-2014 02-2021
9.24 10.6 11.72 8.14 1.35 9.93 01-2014 01-2021
7.55 8.37 9.12 6.81 0.87 7.96 12-2013 12-2020
6.36 7.75 8.73 5.4 1.28 7.06 11-2013 11-2020
7.43 6.87 8.5 5.82 0.97 7.16 10-2013 10-2020
8.12 7.76 9.76 6.15 1.28 7.95 09-2013 09-2020
8.32 8.51 10.35 6.52 1.36 8.42 08-2013 08-2020
6.27 7.03 7.92 5.39 0.93 6.65 07-2013 07-2020
4.87 5.49 6.88 3.51 1.21 5.19 06-2013 06-2020
2.29 3.55 4.58 1.29 1.25 2.93 05-2013 05-2020
1.46 3.55 5.49 -0.41 2.21 2.52 04-2013 04-2020
0.91 6.2 7.75 -0.54 3.48 3.58 03-2013 03-2020
6.66 8.36 9.38 5.67 1.44 7.52 02-2013 02-2020
8.29 7.78 9.36 6.73 0.95 8.04 01-2013 01-2020
8 8.03 9.09 6.95 0.76 8.02 12-2012 12-2019
9.08 9.16 10.08 8.17 0.68 9.12 11-2012 11-2019
8.67 9.63 11.07 7.27 1.39 9.16 10-2012 10-2019
8.27 8.77 10.82 6.26 1.62 8.53 09-2012 09-2019
8.74 8.38 9.79 7.34 0.88 8.56 08-2012 08-2019
8.96 10.52 11.89 7.63 1.6 9.75 07-2012 07-2019
11.46 11.2 12.73 9.95 0.99 11.34 06-2012 06-2019
11.16 9.78 12.52 8.45 1.52 10.48 05-2012 05-2019
10.48 10.49 11.88 9.11 0.98 10.49 04-2012 04-2019
10.62 10.86 11.88 9.61 0.81 10.74 03-2012 03-2019
11.1 10.51 12.47 9.16 1.19 10.81 02-2012 02-2019
13.55 13.33 15.8 11.13 1.65 13.45 01-2012 01-2019
14.8 14.41 16.48 12.75 1.33 14.61 12-2011 12-2018
14.41 13.09 15.43 12.1 1.27 13.76 11-2011 11-2018
13.79 13.4 15.93 11.31 1.64 13.61 10-2011 10-2018
15.36 16.79 18.04 14.14 1.47 16.08 09-2011 09-2018
17.96 17.01 18.59 16.39 0.85 17.49 08-2011 08-2018
16.45 16.76 17.45 15.76 0.61 16.61 07-2011 07-2018
17.42 17.13 18.5 16.06 0.87 17.28 06-2011 06-2018
16.38 16.97 18.03 15.32 0.98 16.67 05-2011 05-2018
16.17 16.47 17.34 15.3 0.73 16.32 04-2011 04-2018
17.02 16.47 18.06 15.45 0.94 16.75 03-2011 03-2018

Rolling return for 10 year

Average return: 14.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.93 10.14 11.16 8.92 0.8 10.04 02-2015 02-2025
10.3 10.25 11.43 9.13 0.81 10.28 01-2015 01-2025
11 10.71 11.71 10 0.61 10.86 12-2014 12-2024
10.89 10.97 11.64 10.22 0.5 10.93 11-2014 11-2024
12.03 12.66 13.8 10.9 1.05 12.35 10-2014 10-2024
12.57 12.98 13.64 11.91 0.63 12.78 09-2014 09-2024
13.6 13.31 14.7 12.22 0.88 13.46 08-2014 08-2024
13.83 14 14.87 12.96 0.68 13.91 07-2014 07-2024
13.2 14.17 15.09 12.3 1.04 13.69 06-2014 06-2024
14.21 13.75 15.25 12.73 0.91 13.98 05-2014 05-2024
13.88 14.14 14.66 13.36 0.47 14.01 04-2014 04-2024
14.1 14 14.95 13.16 0.63 14.05 03-2014 03-2024
14.75 14.29 15.67 13.39 0.82 14.53 02-2014 02-2024
13.84 13.71 14.52 13.04 0.53 13.78 01-2014 01-2024
12.92 13.27 13.81 12.37 0.52 13.09 12-2013 12-2023
12.21 12.7 13.42 11.5 0.7 12.46 11-2013 11-2023
12.91 12.38 13.57 11.72 0.68 12.64 10-2013 10-2023
13.85 13.08 14.54 12.39 0.81 13.46 09-2013 09-2023
13.87 13.04 14.37 12.54 0.71 13.45 08-2013 08-2023
13.11 13.12 13.77 12.46 0.46 13.11 07-2013 07-2023
12.53 12.27 13.31 11.5 0.65 12.4 06-2013 06-2023
11.15 11.33 12.1 10.39 0.61 11.24 05-2013 05-2023
11.69 11.02 12.47 10.24 0.82 11.36 04-2013 04-2023
11.03 10.94 12.07 9.91 0.76 10.99 03-2013 03-2023
11.1 11.21 11.94 10.38 0.55 11.16 02-2013 02-2023
10.67 10.31 11.43 9.55 0.68 10.49 01-2013 01-2023
10.35 10.6 11.35 9.59 0.63 10.47 12-2012 12-2022
11.31 11.4 12.05 10.66 0.49 11.36 11-2012 11-2022
11.75 11.66 12.68 10.74 0.69 11.71 10-2012 10-2022
12.33 11.78 13.25 10.87 0.86 12.06 09-2012 09-2022
12.91 12.52 13.54 11.89 0.6 12.71 08-2012 08-2022
12.07 12.18 13.15 11.11 0.72 12.13 07-2012 07-2022
11.45 11.6 12.67 10.39 0.81 11.53 06-2012 06-2022
10.47 10.18 12.09 8.58 1.25 10.33 05-2012 05-2022
9.76 9.62 10.59 8.8 0.63 9.69 04-2012 04-2022
8.6 9.54 10.25 7.91 0.89 9.07 03-2012 03-2022
10.61 10.53 11.9 9.26 0.93 10.57 02-2012 02-2022
12.76 11.96 13.66 11.07 0.96 12.36 01-2012 01-2022
11.97 11.62 13.04 10.57 0.88 11.8 12-2011 12-2021
11.8 11.88 13.5 10.22 1.16 11.85 11-2011 11-2021
11.74 11.59 13.32 10.03 1.16 11.67 10-2011 10-2021
11.12 11.21 12.04 10.3 0.62 11.17 09-2011 09-2021
11.17 10.9 11.95 10.13 0.65 11.04 08-2011 08-2021
10.54 11.01 11.48 10.09 0.52 10.78 07-2011 07-2021
11.49 11.3 12.21 10.59 0.58 11.4 06-2011 06-2021
9.92 10.41 11.12 9.22 0.69 10.17 05-2011 05-2021
9.36 9.62 10.19 8.79 0.5 9.49 04-2011 04-2021
10.58 10.85 11.9 9.54 0.84 10.72 03-2011 03-2021
11.13 11.65 12.6 10.19 0.87 11.39 02-2011 02-2021
9.72 9.85 11.46 8.14 1.17 9.79 01-2011 01-2021
7.7 8.31 8.8 7.21 0.6 8.01 12-2010 12-2020
6.56 7.73 8.23 6.08 0.87 7.15 11-2010 11-2020
6.73 7.15 7.47 6.41 0.4 6.94 10-2010 10-2020
7.22 7.58 8.36 6.45 0.69 7.4 09-2010 09-2020
7.42 8.26 8.82 6.87 0.75 7.84 08-2010 08-2020
6.95 7.73 8.1 6.57 0.61 7.34 07-2010 07-2020
6.7 7.13 8.13 5.71 0.87 6.92 06-2010 06-2020
5.97 6.64 7.62 5 0.96 6.31 05-2010 05-2020
3.65 6.09 6.51 3.23 1.45 4.87 04-2010 04-2020
3.59 8.12 8.46 3.27 2.44 5.86 03-2010 03-2020
9.16 10.52 11.11 8.58 1.02 9.84 02-2010 02-2020
10.51 10.27 11.27 9.51 0.63 10.39 01-2010 01-2020
10.04 10.33 10.81 9.56 0.45 10.19 12-2009 12-2019
11.73 11.03 12.44 10.32 0.79 11.38 11-2009 11-2019
10.75 11.68 12.46 9.99 0.93 11.22 10-2009 10-2019
10.38 10.83 12.2 9.03 1.13 10.61 09-2009 09-2019
11.74 10.95 12.5 10.2 0.86 11.35 08-2009 08-2019
13.48 12.76 15.6 10.69 1.75 13.13 07-2009 07-2019
14.79 14.68 15.7 13.78 0.68 14.74 06-2009 06-2019
17.46 15.74 18.47 14.76 1.45 16.61 05-2009 05-2019
19.94 19.5 21.01 18.45 0.92 19.73 04-2009 04-2019
21.78 20.77 22.75 19.81 1.1 21.28 03-2009 03-2019
22.41 22.15 23.47 21.11 0.84 22.29 02-2009 02-2019
22.75 23.51 24.44 21.83 0.96 23.13 01-2009 01-2019
24.94 23.97 26.22 22.72 1.28 24.46 12-2008 12-2018
24.63 22.8 25.4 22.04 1.35 23.72 11-2008 11-2018
23.64 19.98 25.26 18.42 2.74 21.83 10-2008 10-2018
19.94 20.64 21.89 18.72 1.15 20.3 09-2008 09-2018
21.38 20.6 21.84 20.15 0.66 20.99 08-2008 08-2018
22.3 21.67 23.04 20.94 0.78 21.99 07-2008 07-2018
21.52 20.01 22.29 19.24 1.2 20.77 06-2008 06-2018
19.35 19.27 20.54 18.09 0.87 19.31 05-2008 05-2018
19.59 19.49 20.44 18.66 0.63 19.54 04-2008 04-2018
19.37 18.73 20.1 18 0.78 19.05 03-2008 03-2018
19.11 18.76 20.11 17.77 0.84 18.94 02-2008 02-2018
19.88 17.55 20.44 17 1.47 18.72 01-2008 01-2018
17.1 17.65 18.23 16.53 0.63 17.38 12-2007 12-2017
18.05 17.79 18.52 17.33 0.43 17.92 11-2007 11-2017
17.6 17.34 18.22 16.73 0.53 17.47 10-2007 10-2017
18.21 17.83 18.93 17.12 0.65 18.02 09-2007 09-2017
19.01 18.92 19.99 17.96 0.72 18.97 08-2007 08-2017
18.38 18.17 19.04 17.51 0.55 18.27 07-2007 07-2017
18.75 18.39 19.4 17.74 0.6 18.57 06-2007 06-2017
17.78 18.28 18.71 17.35 0.51 18.03 05-2007 05-2017
18.13 17.69 18.73 17.09 0.6 17.91 04-2007 04-2017
17.44 17.27 18.01 16.71 0.46 17.36 03-2007 03-2017
16.48 15.87 17.32 15.05 0.83 16.18 02-2007 02-2017
15.19 15.8 16.35 14.65 0.64 15.5 01-2007 01-2017
15.6 15.38 16.31 14.68 0.58 15.49 12-2006 12-2016
15.2 16.51 17.05 14.67 0.96 15.86 11-2006 11-2016
16.32 16.53 16.94 15.9 0.38 16.42 10-2006 10-2016
16.86 16.81 17.58 16.09 0.53 16.84 09-2006 09-2016
17.67 17.23 18.55 16.36 0.79 17.45 08-2006 08-2016
17.82 17.02 18.75 16.11 0.98 17.43 07-2006 07-2016
17.57 16.36 18.36 15.58 1.07 16.97 06-2006 06-2016
15.17 13.97 16.19 12.97 1.21 14.57 05-2006 05-2016
13.85 14.13 14.87 13.12 0.63 13.99 04-2006 04-2016
12.84 14 14.38 12.47 0.79 13.42 03-2006 03-2016
14.08 14.08 15.31 12.87 0.86 14.09 02-2006 02-2016
15.46 16.28 17.12 14.62 0.93 15.87 01-2006 01-2016
16.88 17.14 17.93 16.1 0.65 17.01 12-2005 12-2015
18.68 17.57 19.61 16.66 1.11 18.13 11-2005 11-2015
18.8 18.19 19.8 17.21 0.94 18.5 10-2005 10-2015
18.67 18.28 19.53 17.43 0.76 18.48 09-2005 09-2015
19.47 20.73 21.32 18.89 0.97 20.1 08-2005 08-2015
21.33 20.76 21.9 20.19 0.64 21.05 07-2005 07-2015
21.25 21.7 22.3 20.65 0.6 21.48 06-2005 06-2015
22.23 22.22 23.29 21.16 0.75 22.23 05-2005 05-2015
22.62 23.25 23.9 21.98 0.71 22.94 04-2005 04-2015
23.11 22.57 24.13 21.56 0.93 22.84 03-2005 03-2015

Rolling return for 12 year

Average return: 14.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.07 14.52 15.14 13.46 0.61 14.3 02-2013 02-2025
14.02 14.02 14.99 13.06 0.68 14.02 01-2013 01-2025
14.27 14.24 14.89 13.62 0.45 14.25 12-2012 12-2024
14.76 14.85 15.41 14.21 0.43 14.81 11-2012 11-2024
15.62 16.26 17.15 14.74 0.88 15.94 10-2012 10-2024
16.9 16.55 17.83 15.63 0.79 16.73 09-2012 09-2024
16.93 16.99 17.87 16.05 0.64 16.96 08-2012 08-2024
17.08 17.13 17.97 16.24 0.61 17.1 07-2012 07-2024
16.26 16.94 17.87 15.33 0.93 16.6 06-2012 06-2024
15.92 15.13 16.8 14.27 0.94 15.53 05-2012 05-2024
14.58 14.4 15.24 13.75 0.53 14.49 04-2012 04-2024
14.28 14.38 14.99 13.67 0.47 14.33 03-2012 03-2024
14.36 13.94 15.12 13.19 0.7 14.15 02-2012 02-2024
15.23 14.36 15.8 13.79 0.77 14.79 01-2012 01-2024
14.82 14.38 15.58 13.63 0.71 14.6 12-2011 12-2023
13.6 13.25 14.61 12.25 0.84 13.43 11-2011 11-2023
13.5 12.59 14.05 12.05 0.78 13.05 10-2011 10-2023
13.36 13.23 13.94 12.66 0.45 13.3 09-2011 09-2023
13.34 12.87 13.76 12.45 0.49 13.1 08-2011 08-2023
12.51 12.66 13.05 12.12 0.33 12.59 07-2011 07-2023
12.5 12.38 13.15 11.74 0.5 12.44 06-2011 06-2023
11.18 11.38 11.97 10.6 0.49 11.28 05-2011 05-2023
10.25 10.41 10.89 9.77 0.4 10.33 04-2011 04-2023
10.7 10.69 11.56 9.83 0.61 10.7 03-2011 03-2023
11.55 11.46 12.24 10.76 0.52 11.5 02-2011 02-2023
10.79 10.09 11.43 9.46 0.74 10.44 01-2011 01-2023
9.54 9.96 10.37 9.13 0.46 9.75 12-2010 12-2022
9.92 10.12 10.54 9.51 0.37 10.02 11-2010 11-2022
9.84 10.32 10.59 9.56 0.4 10.08 10-2010 10-2022
10.62 10.7 11.38 9.95 0.51 10.66 09-2010 09-2022
11.19 11.23 11.71 10.71 0.35 11.21 08-2010 08-2022
10.65 11.21 11.53 10.32 0.47 10.93 07-2010 07-2022
10.64 10.79 11.65 9.79 0.66 10.72 06-2010 06-2022
10.65 11.15 12 9.8 0.8 10.9 05-2010 05-2022
10.52 10.84 11.22 10.15 0.39 10.68 04-2010 04-2022
9.43 10.52 10.81 9.15 0.7 9.98 03-2010 03-2022
11.47 12.05 12.56 10.98 0.6 11.77 02-2010 02-2022
11.72 11.62 12.47 10.88 0.56 11.67 01-2010 01-2022
10.78 11.25 11.66 10.38 0.48 11.02 12-2009 12-2021
12.18 12.4 13.59 11 0.92 12.29 11-2009 11-2021
12.18 12.85 13.51 11.54 0.74 12.52 10-2009 10-2021
12.18 11.81 12.96 11.04 0.69 12 09-2009 09-2021
13.09 12.44 13.75 11.78 0.73 12.77 08-2009 08-2021
14.79 13.23 15.6 12.44 1.25 14.02 07-2009 07-2021
14.84 14.61 15.46 14 0.52 14.73 06-2009 06-2021
16.21 15.01 17.26 13.97 1.24 15.61 05-2009 05-2021
17.52 17.04 18.27 16.3 0.72 17.28 04-2009 04-2021
19.42 18.98 20.61 17.8 1.01 19.2 03-2009 03-2021
20.25 20.5 21.58 19.18 0.85 20.38 02-2009 02-2021
19.96 20.78 21.54 19.21 0.87 20.37 01-2009 01-2021
20.26 19.48 21.29 18.47 1.03 19.88 12-2008 12-2020
18.81 18.26 20.35 16.75 1.29 18.54 11-2008 11-2020
18.38 14.86 19.06 14.2 2.12 16.62 10-2008 10-2020
14.01 14.03 15.01 13.03 0.7 14.02 09-2008 09-2020
13.74 14 14.98 12.78 0.78 13.88 08-2008 08-2020
13.84 13.79 14.86 12.78 0.74 13.82 07-2008 07-2020
12.29 11.76 13.54 10.53 1.08 12.03 06-2008 06-2020
9.42 9.87 10.84 8.46 0.86 9.65 05-2008 05-2020
7.85 9.61 10.33 7.14 1.29 8.73 04-2008 04-2020
7.85 10.99 12.05 6.82 2.16 9.43 03-2008 03-2020
11.43 12.02 13.08 10.38 0.98 11.73 02-2008 02-2020
12.73 11.1 13.38 10.47 1.18 11.92 01-2008 01-2020
10.81 11 11.46 10.36 0.39 10.91 12-2007 12-2019
11.73 11.75 12.33 11.16 0.41 11.74 11-2007 11-2019
10.72 11.44 12.14 10.03 0.79 11.08 10-2007 10-2019
10.75 11.39 12.26 9.89 0.87 11.07 09-2007 09-2019
11.52 11.33 12.15 10.7 0.52 11.42 08-2007 08-2019
10.9 11.94 12.63 10.22 0.93 11.42 07-2007 07-2019
12.51 12.45 13.25 11.71 0.54 12.48 06-2007 06-2019
12.2 12.66 13 11.86 0.43 12.43 05-2007 05-2019
13.32 13.32 14.16 12.49 0.59 13.32 04-2007 04-2019
12.82 12.98 13.57 12.24 0.47 12.9 03-2007 03-2019
11.98 11.63 12.78 10.83 0.7 11.8 02-2007 02-2019
11.38 12.21 12.66 10.94 0.68 11.8 01-2007 01-2019
12.67 12.87 13.64 11.92 0.61 12.78 12-2006 12-2018
12.65 12.8 13.23 12.22 0.36 12.73 11-2006 11-2018
12.01 12.9 13.23 11.68 0.63 12.46 10-2006 10-2018
13.49 14.38 15.02 12.86 0.83 13.94 09-2006 09-2018
15.89 15.17 16.25 14.81 0.57 15.53 08-2006 08-2018
16.44 15.61 17.02 15.03 0.76 16.02 07-2006 07-2018
16.8 15.77 17.43 15.15 0.88 16.29 06-2006 06-2018
15.2 14.3 16.16 13.36 1.04 14.75 05-2006 05-2018
14.57 14.63 15.25 13.96 0.46 14.6 04-2006 04-2018
14.31 14.59 14.9 14 0.33 14.45 03-2006 03-2018
15.9 15.69 16.72 14.88 0.65 15.8 02-2006 02-2018
17.17 16.92 17.63 16.46 0.42 17.05 01-2006 01-2018
17.19 17.47 18.13 16.54 0.57 17.33 12-2005 12-2017
18.6 17.3 18.99 16.92 0.86 17.95 11-2005 11-2017
18.81 17.99 19.33 17.48 0.72 18.4 10-2005 10-2017
18.79 18.35 19.39 17.75 0.6 18.57 09-2005 09-2017
19.02 19.35 19.83 18.54 0.47 19.19 08-2005 08-2017
19.92 19.53 20.48 18.98 0.55 19.73 07-2005 07-2017
20.27 20.33 20.82 19.78 0.37 20.3 06-2005 06-2017
20.62 20.53 21.42 19.74 0.59 20.58 05-2005 05-2017
20.5 20.49 21.01 19.98 0.36 20.5 04-2005 04-2017
20.37 19.58 20.85 19.11 0.68 19.98 03-2005 03-2017
19.48 19.68 20.19 18.97 0.44 19.58 02-2005 02-2017

Rolling return for 15 year

Average return: 14.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.31 14.75 15.16 13.9 0.47 14.53 02-2010 02-2025
14.38 14.47 15.16 13.7 0.52 14.43 01-2010 01-2025
14.41 14.57 14.9 14.08 0.3 14.49 12-2009 12-2024
15.44 14.98 15.96 14.47 0.55 15.21 11-2009 11-2024
15.65 16.33 16.87 15.12 0.66 15.99 10-2009 10-2024
16.61 16.4 17.35 15.66 0.6 16.51 09-2009 09-2024
17.36 17.02 18.11 16.27 0.66 17.19 08-2009 08-2024
18.58 17.33 19.3 16.63 1.04 17.96 07-2009 07-2024
17.56 18.17 18.87 16.87 0.74 17.87 06-2009 06-2024
19.26 18.13 19.98 17.42 0.99 18.7 05-2009 05-2024
20.16 19.7 20.7 19.16 0.57 19.93 04-2009 04-2024
21.06 20.34 21.65 19.75 0.72 20.7 03-2009 03-2024
21.29 21.07 21.94 20.43 0.54 21.18 02-2009 02-2024
21.01 20.89 21.5 20.41 0.39 20.95 01-2009 01-2024
21.49 20.67 22.13 20.04 0.79 21.08 12-2008 12-2023
20.44 19.61 21.3 18.76 0.94 20.03 11-2008 11-2023
20.02 17.07 20.49 16.62 1.72 18.55 10-2008 10-2023
16.75 16.43 17.23 15.96 0.46 16.59 09-2008 09-2023
16.45 16 16.8 15.66 0.43 16.23 08-2008 08-2023
17.05 16.63 17.5 16.18 0.49 16.84 07-2008 07-2023
16.09 15.17 16.63 14.64 0.78 15.63 06-2008 06-2023
14.1 13.95 14.75 13.3 0.52 14.02 05-2008 05-2023
13.59 13.52 14.12 12.99 0.4 13.55 04-2008 04-2023
13.43 13.26 14.13 12.56 0.56 13.35 03-2008 03-2023
13.5 13.22 14.07 12.65 0.51 13.36 02-2008 02-2023
13.46 12.15 13.98 11.63 0.95 12.8 01-2008 01-2023
11.83 12.14 12.51 11.47 0.38 11.99 12-2007 12-2022
12.71 12.75 13.21 12.24 0.34 12.73 11-2007 11-2022
12.38 12.44 13.01 11.83 0.42 12.41 10-2007 10-2022
12.98 12.9 13.6 12.28 0.47 12.94 09-2007 09-2022
13.78 13.53 14.21 13.11 0.4 13.66 08-2007 08-2022
12.6 12.77 13.32 12.05 0.45 12.69 07-2007 07-2022
12.29 12.47 13.11 11.65 0.52 12.38 06-2007 06-2022
11.53 12.34 12.62 11.25 0.56 11.93 05-2007 05-2022
12.25 12.16 12.82 11.6 0.43 12.21 04-2007 04-2022
11.01 11.66 12.13 10.55 0.6 11.34 03-2007 03-2022
11.47 11.42 12.34 10.56 0.63 11.45 02-2007 02-2022
11.29 11.53 11.88 10.94 0.34 11.41 01-2007 01-2022
11.23 11.34 11.94 10.63 0.46 11.29 12-2006 12-2021
11.28 12.05 12.4 10.93 0.59 11.66 11-2006 11-2021
11.01 11.79 12.06 10.75 0.54 11.4 10-2006 10-2021
11.05 11.17 11.67 10.56 0.39 11.11 09-2006 09-2021
11.79 11.48 12.31 10.96 0.49 11.64 08-2006 08-2021
12.47 12.01 13.1 11.38 0.63 12.24 07-2006 07-2021
12.95 12.16 13.44 11.67 0.69 12.55 06-2006 06-2021
11.13 10.5 11.93 9.7 0.82 10.82 05-2006 05-2021
10.36 10.44 10.92 9.88 0.37 10.4 04-2006 04-2021
10.59 11.23 11.48 10.35 0.46 10.91 03-2006 03-2021
11.75 11.94 12.74 10.96 0.63 11.85 02-2006 02-2021
11.85 12.48 13.03 11.31 0.65 12.17 01-2006 01-2021
11.63 11.89 12.39 11.13 0.45 11.76 12-2005 12-2020
11.87 11.74 13.03 10.59 0.86 11.81 11-2005 11-2020
12.18 11.69 12.7 11.17 0.57 11.93 10-2005 10-2020
12.08 12.08 12.87 11.29 0.56 12.08 09-2005 09-2020
12.21 12.82 13.19 11.85 0.52 12.52 08-2005 08-2020
12.23 12.32 13.03 11.52 0.53 12.28 07-2005 07-2020
11.78 12.41 12.78 11.42 0.53 12.1 06-2005 06-2020
11.37 11.87 12.52 10.72 0.66 11.62 05-2005 05-2020
10.25 11.89 12.28 9.87 1.03 11.07 04-2005 04-2020
10.19 12.65 13.61 9.26 1.77 11.43 03-2005 03-2020
12.84 13.79 14.18 12.46 0.69 13.32 02-2005 02-2020