NIFTY BANK

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 12.11
Weighted mean CAGR by duration 13.3
Mean CAGR 13.08
Standard deviation CAGR 1.08
Range for CAGR 3.49

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.64 26.43 12.47 11.95
3 year 0.56 37.53 12.45 14.69
5 year -1.83 26.43 11.06 11.20
7 year 3.53 20.98 13.13 13.02
10 year 5.10 24.85 13.59 13.65
12 year 5.52 22.13 13.43 13.64
15 year 9.03 19.53 13.23 13.43

Rolling return for 1 year

Average return: 11.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.53 5.03 12.68 -1.64 5.07 5.4 04-2024 04-2025
4.09 8.1 13.61 -0.95 5.34 6.21 03-2024 03-2025
7.72 6.92 13.46 1.51 4.24 7.4 02-2024 02-2025
7.69 6.65 16.3 -1.25 6.22 7.35 01-2024 01-2025
13.63 10.8 21.01 4.04 6.08 12.37 12-2023 12-2024
16.9 17.86 23.88 11.22 4.49 17.46 11-2023 11-2024
19.21 19.07 26.43 12.27 5.01 19.24 10-2023 10-2024
14.92 17.61 24.27 8.76 5.57 16.39 09-2023 09-2024
13.89 13.31 18.98 8.46 3.73 13.66 08-2023 08-2024
13.22 15.07 19.78 8.77 3.95 14.21 07-2023 07-2024
6.3 18.74 22.69 2.88 8.27 12.65 06-2023 06-2024
10.34 11.66 16.69 5.58 3.96 11.07 05-2023 05-2024

Rolling return for 3 year

Average return: 14.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.45 10.63 13.91 8.24 2.03 11.06 04-2022 04-2025
14.05 12.23 17.43 9.01 3.05 13.18 03-2022 03-2025
11.17 8.7 13.11 6.84 2.38 9.95 02-2022 02-2025
10.43 9.97 13.3 7.18 2.17 10.22 01-2022 01-2025
14.15 12.77 16.57 10.42 2.23 13.48 12-2021 12-2024
12.12 9.52 14.3 7.43 2.6 10.84 11-2021 11-2024
10.82 8.37 13.02 6.26 2.54 9.62 10-2021 10-2024
11.69 12.38 14.64 9.49 1.84 12.05 09-2021 09-2024
12.81 12.38 14.47 10.75 1.32 12.6 08-2021 08-2024
13.92 14.03 16.08 11.91 1.47 13.98 07-2021 07-2024
10.76 14.09 16.18 8.77 2.87 12.45 06-2021 06-2024
13.77 11.77 15.91 9.71 2.3 12.79 05-2021 05-2024
15.28 13.38 18.01 10.75 2.65 14.36 04-2021 04-2024
12.24 9.68 14.11 7.88 2.38 10.98 03-2021 03-2024
13.03 7.89 15.29 5.78 3.82 10.5 02-2021 02-2024
14.38 13.84 17.74 10.6 2.53 14.14 01-2021 01-2024
15.4 15.57 18.84 12.22 2.34 15.51 12-2020 12-2023
20.87 14.02 22.89 12.14 4.51 17.48 11-2020 11-2023
24.8 21.67 27.32 19.26 3.06 23.26 10-2020 10-2023
29.03 24.15 31.42 21.9 3.78 26.62 09-2020 09-2023
27.51 21.97 29.6 20 3.92 24.77 08-2020 08-2023
28.43 25.94 30.16 24.27 2.26 27.2 07-2020 07-2023
30.49 25.83 31.92 24.47 3.11 28.18 06-2020 06-2023
35.53 29.41 37.53 27.53 4.15 32.5 05-2020 05-2023
33.22 25.39 36.19 22.66 5.53 29.36 04-2020 04-2023
33.81 11.84 37.25 9.03 12.65 22.98 03-2020 03-2023
10.77 9.9 13.09 7.66 1.94 10.36 02-2020 02-2023
8.9 10.31 12.6 6.68 2.15 9.62 01-2020 01-2023
10.28 10.62 12.52 8.42 1.45 10.46 12-2019 12-2022
10.79 10.46 13.03 8.28 1.68 10.64 11-2019 11-2022
11.25 10.94 14.64 7.67 2.47 11.12 10-2019 10-2022
11.96 10.75 16.24 6.67 3.41 11.41 09-2019 09-2022
11.93 11.32 14.39 8.93 1.94 11.64 08-2019 08-2022
5.06 6.04 9.79 1.47 2.96 5.59 07-2019 07-2022
2.23 4.23 5.97 0.56 2.04 3.25 06-2019 06-2022
4.98 4.54 8.37 1.26 2.52 4.79 05-2019 05-2022

Rolling return for 5 year

Average return: 11.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.45 19.03 25.08 17.48 3.11 21.26 04-2020 04-2025
24.24 11.81 26.43 9.87 7.32 18.09 03-2020 03-2025
10.6 9.86 11.76 8.72 1.11 10.23 02-2020 02-2025
9.41 9.74 11.1 8.06 1.08 9.58 01-2020 01-2025
10.3 10.57 11.7 9.18 0.9 10.44 12-2019 12-2024
10.65 10.41 11.94 9.14 0.99 10.54 11-2019 11-2024
12.73 11.85 14.07 10.54 1.29 12.3 10-2019 10-2024
13.59 12.08 15.38 10.34 1.86 12.85 09-2019 09-2024
13.33 12.48 14.33 11.49 1.05 12.91 08-2019 08-2024
12.07 11 13.34 9.76 1.32 11.54 07-2019 07-2024
8.8 10.87 11.97 7.73 1.67 9.84 06-2019 06-2024
10.49 9.35 11.74 8.13 1.34 9.93 05-2019 05-2024
9.61 10.26 11.17 8.72 0.9 9.94 04-2019 04-2024
11.22 9.57 12.33 8.49 1.48 10.4 03-2019 03-2024
10.89 11.41 12.22 10.1 0.77 11.15 02-2019 02-2024
10.94 11.79 12.88 9.87 1.11 11.37 01-2019 01-2024
11.71 12.19 13.7 10.23 1.24 11.96 12-2018 12-2023
11.13 10.63 12.24 9.53 0.97 10.88 11-2018 11-2023
11.68 11.52 13.03 10.19 1.01 11.61 10-2018 10-2023
12.17 10.43 13.42 9.22 1.61 11.31 09-2018 09-2023
9.79 10.03 10.87 8.96 0.68 9.91 08-2018 08-2023
11.32 10.72 12.21 9.83 0.87 11.02 07-2018 07-2023
10.7 10.61 11.43 9.89 0.55 10.66 06-2018 06-2023
10.83 10.37 11.81 9.41 0.86 10.61 05-2018 05-2023
10.99 11.07 12.47 9.61 1.01 11.04 04-2018 04-2023
10.34 10.56 12.04 8.89 1.12 10.46 03-2018 03-2023
9.77 8.76 11.14 7.42 1.36 9.27 02-2018 02-2023
9.33 9.52 11.55 7.35 1.49 9.44 01-2018 01-2023
11.05 11.36 12.39 10.03 0.84 11.21 12-2017 12-2022
10.2 10.8 11.53 9.48 0.76 10.5 11-2017 11-2022
9.69 10.52 11.67 8.55 1.14 10.11 10-2017 10-2022
9.63 10.76 12.12 8.29 1.41 10.2 09-2017 09-2022
9.35 9.55 10.79 8.13 0.94 9.46 08-2017 08-2022
7.41 8.45 10.28 5.62 1.69 7.94 07-2017 07-2022
7.02 8.51 9.35 6.2 1.23 7.77 06-2017 06-2022
8.21 9.12 10.3 7.05 1.19 8.67 05-2017 05-2022
10.67 11.61 12.63 9.67 1.1 11.15 04-2017 04-2022
9.5 11.16 12.51 8.19 1.64 10.34 03-2017 03-2022
12.44 13.38 15.15 10.71 1.6 12.92 02-2017 02-2022
14.78 14.44 16.86 12.41 1.58 14.62 01-2017 01-2022
14.08 14.93 16.37 12.67 1.34 14.51 12-2016 12-2021
14.26 14.61 17.22 11.71 1.95 14.45 11-2016 11-2021
14.39 15.99 17.31 13.1 1.59 15.2 10-2016 10-2021
13.66 13.28 15.03 11.93 1.1 13.47 09-2016 09-2021
13.4 13.02 14.66 11.78 1.03 13.21 08-2016 08-2021
13.75 13.44 14.97 12.23 0.97 13.6 07-2016 07-2021
14.88 14.68 16.14 13.44 0.96 14.79 06-2016 06-2021
14.54 15.03 17.06 12.55 1.6 14.8 05-2016 05-2021
14.51 15.02 17.3 12.29 1.78 14.78 04-2016 04-2021
18.17 17.52 21.01 14.76 2.22 17.86 03-2016 03-2021
18.18 19.36 22.98 14.7 2.96 18.8 02-2016 02-2021
15.01 13.99 17.35 11.71 2.03 14.52 01-2016 01-2021
12.35 12.49 14.25 10.62 1.28 12.43 12-2015 12-2020
7.78 11.53 12.73 6.63 2.53 9.67 11-2015 11-2020
4.83 6.61 7.72 3.74 1.54 5.73 10-2015 10-2020
5.3 6.51 8.95 2.94 2.17 5.92 09-2015 09-2020
4.76 5.72 8.64 1.94 2.39 5.27 08-2015 08-2020
2.96 3.84 5.01 1.8 1.18 3.4 07-2015 07-2020
2.58 3.6 5.53 0.71 1.74 3.1 06-2015 06-2020
-0.16 1.82 3.55 -1.83 2.03 0.84 05-2015 05-2020

Rolling return for 7 year

Average return: 13.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.74 10.79 11.79 9.76 0.72 10.77 04-2018 04-2025
10.57 10.91 11.96 9.53 0.87 10.74 03-2018 03-2025
9.93 9.05 10.75 8.24 0.94 9.49 02-2018 02-2025
9.57 9.34 10.78 8.15 0.93 9.46 01-2018 01-2025
10.84 11.11 11.84 10.11 0.62 10.98 12-2017 12-2024
10.27 10.67 11.18 9.75 0.52 10.47 11-2017 11-2024
11.17 11.28 12.11 10.35 0.62 11.23 10-2017 10-2024
11.43 11.7 12.68 10.46 0.79 11.57 09-2017 09-2024
11.06 10.87 11.76 10.17 0.57 10.96 08-2017 08-2024
11.77 11.33 12.67 10.44 0.8 11.55 07-2017 07-2024
10.44 12.11 12.72 9.83 1.18 11.27 06-2017 06-2024
11.28 11.31 12.17 10.42 0.62 11.29 05-2017 05-2024
11.76 12.16 12.89 11.04 0.67 11.96 04-2017 04-2024
12.24 12.07 13.04 11.27 0.63 12.15 03-2017 03-2024
12.58 12.29 13.54 11.34 0.78 12.44 02-2017 02-2024
13.93 13.64 15.35 12.24 1.1 13.79 01-2017 01-2024
14.17 14.6 15.62 13.16 0.88 14.39 12-2016 12-2023
12.96 11.95 13.77 11.16 0.99 12.46 11-2016 11-2023
12.19 12.24 13.15 11.28 0.66 12.21 10-2016 10-2023
12.63 12.29 13.52 11.41 0.76 12.46 09-2016 09-2023
13.08 12.7 13.87 11.92 0.7 12.89 08-2016 08-2023
13.9 13.46 14.56 12.81 0.64 13.68 07-2016 07-2023
14.36 13.86 14.89 13.33 0.58 14.11 06-2016 06-2023
14.82 14.11 15.54 13.39 0.8 14.46 05-2016 05-2023
14.78 14.26 15.87 13.19 0.97 14.52 04-2016 04-2023
15.52 14.37 16.78 13.13 1.35 14.95 03-2016 03-2023
16.69 15.24 17.72 14.23 1.34 15.97 02-2016 02-2023
15.07 14.33 16.73 12.7 1.45 14.71 01-2016 01-2023
14.42 14.14 15.41 13.16 0.8 14.28 12-2015 12-2022
13.73 13.83 14.71 12.86 0.66 13.78 11-2015 11-2022
12.06 12.66 13.5 11.22 0.83 12.36 10-2015 10-2022
13.13 13.12 14.97 11.32 1.29 13.13 09-2015 09-2022
12.17 11.04 13.22 10.01 1.2 11.61 08-2015 08-2022
8.93 10.12 11.01 8.06 1.12 9.53 07-2015 07-2022
9.44 9.68 11.13 8.01 1.11 9.56 06-2015 06-2022
9.71 9.9 11.22 8.41 1 9.81 05-2015 05-2022
10.42 10.69 11.82 9.31 0.89 10.56 04-2015 04-2022
8.89 8.7 11.02 6.61 1.56 8.8 03-2015 03-2022
9.77 10.19 11.65 8.33 1.18 9.98 02-2015 02-2022
10.02 9.26 11.43 7.87 1.29 9.64 01-2015 01-2022
9.96 10.3 11.53 8.74 0.99 10.13 12-2014 12-2021
11.08 11.61 13.13 9.58 1.27 11.35 11-2014 11-2021
13.57 13.67 15.64 11.64 1.41 13.63 10-2014 10-2021
13.21 13 14.18 12.04 0.76 13.11 09-2014 09-2021
12.99 12.55 13.89 11.67 0.8 12.78 08-2014 08-2021
13.18 12.65 14.05 11.8 0.82 12.92 07-2014 07-2021
12.61 12.48 13.49 11.6 0.67 12.54 06-2014 06-2021
13.97 12.36 15.76 10.62 1.9 13.18 05-2014 05-2021
13.63 14.53 15.6 12.58 1.11 14.09 04-2014 04-2021
17.29 16.06 19.3 14.11 1.89 16.69 03-2014 03-2021
17.59 19.57 20.98 16.22 1.82 18.59 02-2014 02-2021
16.65 16.06 18.35 14.4 1.41 16.36 01-2014 01-2021
14.78 14.48 16.16 13.12 1.08 14.63 12-2013 12-2020
12.75 14.46 16.43 10.84 2.07 13.62 11-2013 11-2020
12.36 11.6 14.57 9.45 1.83 11.99 10-2013 10-2020
13.13 11.61 15.92 8.92 2.53 12.4 09-2013 09-2020
14.07 13.78 17.08 10.86 2.2 13.95 08-2013 08-2020
11.42 10.13 13.01 8.59 1.63 10.79 07-2013 07-2020
8.48 8.72 10.7 6.54 1.47 8.61 06-2013 06-2020
4.96 6.27 7.73 3.53 1.56 5.62 05-2013 05-2020
6.7 8.07 10.55 4.31 2.26 7.41 04-2013 04-2020
5.54 13.55 15.22 4.01 4.87 9.58 03-2013 03-2020
14.3 13.88 15.7 12.49 1.14 14.09 02-2013 02-2020
13.59 14.02 14.6 13.02 0.58 13.81 01-2013 01-2020
14.45 14.59 15.28 13.76 0.54 14.52 12-2012 12-2019
15.08 14.88 16.22 13.76 0.87 14.98 11-2012 11-2019
15.52 14.56 17.15 12.96 1.52 15.05 10-2012 10-2019
15.33 15.06 17.75 12.7 1.79 15.21 09-2012 09-2019
15.06 15.3 16.41 13.96 0.87 15.18 08-2012 08-2019
16.06 16.63 17.8 14.91 1.04 16.35 07-2012 07-2019
18.68 17.35 19.53 16.53 1.16 18.02 06-2012 06-2019
17.92 17.33 19.76 15.53 1.51 17.64 05-2012 05-2019
16.63 16.32 17.31 15.64 0.6 16.48 04-2012 04-2019
15.46 15.82 17.53 13.77 1.34 15.64 03-2012 03-2019
15.41 13.71 16 13.13 1.18 14.56 02-2012 02-2019
18.86 15.75 19.69 14.95 2 17.31 01-2012 01-2019
18.58 16.72 19.72 15.61 1.59 17.66 12-2011 12-2018
17.27 15.28 18.48 14.09 1.7 16.28 11-2011 11-2018
15.9 14.44 17.02 13.35 1.4 15.18 10-2011 10-2018
15.2 16.01 17.42 13.82 1.3 15.61 09-2011 09-2018
17.35 14.41 17.99 13.79 1.81 15.88 08-2011 08-2018
13.47 13.55 14.57 12.47 0.74 13.52 07-2011 07-2018
14.12 13.32 14.72 12.73 0.76 13.72 06-2011 06-2018
13.74 13 14.8 11.97 1.03 13.38 05-2011 05-2018

Rolling return for 10 year

Average return: 13.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.73 10.67 11.46 9.95 0.53 10.7 04-2015 04-2025
10.41 9.75 11.38 8.79 0.94 10.08 03-2015 03-2025
10.19 9.74 10.76 9.17 0.58 9.96 02-2015 02-2025
10.14 9.47 10.99 8.63 0.87 9.81 01-2015 01-2025
11.2 11.03 11.9 10.34 0.55 11.12 12-2014 12-2024
11.39 10.98 12.03 10.34 0.61 11.19 11-2014 11-2024
12.74 12.05 13.41 11.4 0.75 12.4 10-2014 10-2024
12.75 12.82 13.64 11.94 0.6 12.79 09-2014 09-2024
12.94 12.5 13.43 12.01 0.53 12.72 08-2014 08-2024
13.4 13.07 14.04 12.43 0.58 13.23 07-2014 07-2024
12.05 12.96 13.67 11.35 0.88 12.51 06-2014 06-2024
13.91 12.18 14.55 11.55 1.22 13.05 05-2014 05-2024
14.12 14.18 14.93 13.38 0.55 14.15 04-2014 04-2024
15.75 14.11 16.33 13.54 1.14 14.93 03-2014 03-2024
16.2 15.94 16.89 15.25 0.59 16.07 02-2014 02-2024
15.97 15.39 16.97 14.39 0.93 15.68 01-2014 01-2024
14.97 14.81 15.98 13.8 0.77 14.89 12-2013 12-2023
15.13 14.32 15.7 13.76 0.74 14.73 11-2013 11-2023
15.95 14.53 16.65 13.85 1.11 15.24 10-2013 10-2023
17.68 15.23 18.33 14.6 1.58 16.46 09-2013 09-2023
17.95 16.18 18.53 15.61 1.21 17.07 08-2013 08-2023
16.27 14.65 16.74 14.2 1.07 15.46 07-2013 07-2023
14.66 13.59 15.04 13.22 0.75 14.13 06-2013 06-2023
13.33 12.74 13.83 12.24 0.6 13.04 05-2013 05-2023
14.05 13 14.8 12.26 0.97 13.53 04-2013 04-2023
13.33 13.03 14.2 12.17 0.73 13.18 03-2013 03-2023
13.23 12.67 13.93 11.98 0.72 12.95 02-2013 02-2023
12.16 12.89 13.29 11.77 0.6 12.53 01-2013 01-2023
13.18 13.39 13.86 12.7 0.42 13.28 12-2012 12-2022
13.78 13.54 14.46 12.86 0.57 13.66 11-2012 11-2022
14.22 13.46 15.25 12.45 1.03 13.84 10-2012 10-2022
14.31 13.75 15.6 12.48 1.12 14.04 09-2012 09-2022
14.11 14.09 14.86 13.35 0.53 14.1 08-2012 08-2022
12.65 13.35 14.14 11.86 0.84 13 07-2012 07-2022
13.49 13.25 14.72 12.04 0.95 13.38 06-2012 06-2022
13.88 13.34 14.97 12.26 0.98 13.61 05-2012 05-2022
13.48 13.8 14.48 12.8 0.6 13.64 04-2012 04-2022
12.56 12.93 14.1 11.41 0.96 12.75 03-2012 03-2022
13.62 13.38 14.98 12.04 1.04 13.5 02-2012 02-2022
16.24 14.57 17.29 13.55 1.45 15.41 01-2012 01-2022
15.92 15.02 17.08 13.88 1.18 15.47 12-2011 12-2021
15.67 14.93 17.16 13.47 1.33 15.31 11-2011 11-2021
15.64 15.29 17.1 13.85 1.16 15.47 10-2011 10-2021
14.71 14.43 15.4 13.75 0.59 14.57 09-2011 09-2021
14.52 12.69 15.15 12.07 1.27 13.61 08-2011 08-2021
12.23 12.13 12.83 11.53 0.46 12.18 07-2011 07-2021
12.61 12.25 13.23 11.64 0.58 12.43 06-2011 06-2021
11.93 11.92 13.16 10.7 0.87 11.93 05-2011 05-2021
10.3 11.09 11.63 9.76 0.72 10.7 04-2011 04-2021
11.9 11.86 13.24 10.54 0.95 11.88 03-2011 03-2021
11.93 12.81 14.17 10.58 1.31 12.37 02-2011 02-2021
11.09 10.67 12.21 9.56 0.95 10.88 01-2011 01-2021
10.19 9.66 11.12 8.74 0.86 9.93 12-2010 12-2020
7.82 8.54 10.27 6.13 1.49 8.19 11-2010 11-2020
6.12 6.82 7.58 5.38 0.82 6.47 10-2010 10-2020
6.61 6.91 8.44 5.1 1.19 6.76 09-2010 09-2020
7.45 8.53 9.42 6.57 1.08 7.99 08-2010 08-2020
8.5 8.52 9.57 7.46 0.75 8.51 07-2010 07-2020
7.94 8.66 9.48 7.13 0.87 8.3 06-2010 06-2020
6.86 7.61 8.83 5.66 1.15 7.24 05-2010 05-2020
6.41 8.27 9.09 5.62 1.39 7.35 04-2010 04-2020
6.21 12.01 12.93 5.33 3.38 9.12 03-2010 03-2020
13.55 13.59 14.53 12.62 0.68 13.57 02-2010 02-2020
13.91 13.36 14.62 12.66 0.72 13.64 01-2010 01-2020
13.73 13.2 14.31 12.63 0.62 13.47 12-2009 12-2019
13.84 13.14 14.63 12.36 0.84 13.49 11-2009 11-2019
12.66 12.19 13.77 11.09 0.96 12.43 10-2009 10-2019
13.83 13.31 15.5 11.67 1.37 13.58 09-2009 09-2019
14.28 14.08 15.22 13.15 0.74 14.18 08-2009 08-2019
16.13 15.17 17.35 13.98 1.24 15.66 07-2009 07-2019
15.9 15.33 16.48 14.76 0.64 15.62 06-2009 06-2019
18.35 15.43 19.64 14.19 2.19 16.9 05-2009 05-2019
22.02 19.22 22.52 18.73 1.67 20.62 04-2009 04-2019
23.3 21.3 24.85 19.8 1.92 22.31 03-2009 03-2019
21.62 19.61 22.06 19.18 1.24 20.62 02-2009 02-2019
20.64 17.68 21.22 17.11 1.79 19.16 01-2009 01-2019
20.64 18.01 21.45 17.22 1.76 19.33 12-2008 12-2018
20.26 17.4 21.13 16.55 1.91 18.83 11-2008 11-2018
20.36 15.68 21.17 14.91 2.76 18.03 10-2008 10-2018
16.64 15.58 18.2 14.04 1.52 16.11 09-2008 09-2018
17.29 15.44 17.74 15 1.17 16.37 08-2008 08-2018
18.85 15.73 19.65 14.95 1.99 17.3 07-2008 07-2018
17.96 15.01 18.4 14.59 1.7 16.49 06-2008 06-2018
14.63 13.02 15.37 12.29 1.23 13.83 05-2008 05-2018
14.08 12.6 14.79 11.9 1.15 13.34 04-2008 04-2018
14.06 11.54 14.82 10.81 1.67 12.81 03-2008 03-2018
11.67 11.02 12.89 9.82 1.11 11.35 02-2008 02-2018
12.23 9.88 13.26 8.88 1.76 11.06 01-2008 01-2018
10.43 9.8 10.94 9.29 0.62 10.12 12-2007 12-2017
11.54 10.35 11.9 9.99 0.8 10.95 11-2007 11-2017
12.63 10.55 13.22 9.98 1.36 11.59 10-2007 10-2017
13.47 12 14.17 11.32 1.13 12.74 09-2007 09-2017
14.67 13.49 15.32 12.85 0.97 14.08 08-2007 08-2017
13.35 13.32 14.31 12.37 0.69 13.34 07-2007 07-2017
14.29 13.48 14.73 13.04 0.66 13.89 06-2007 06-2017
15.04 13.8 15.66 13.18 0.98 14.42 05-2007 05-2017
15.82 14.12 16.35 13.6 1.14 14.97 04-2007 04-2017
15.49 14.51 16.19 13.82 0.91 15 03-2007 03-2017
14.31 12.91 15.2 12.04 1.22 13.61 02-2007 02-2017
12.11 12.14 13.29 10.98 0.82 12.13 01-2007 01-2017
12.53 11.01 13.23 10.32 1.16 11.77 12-2006 12-2016
12.76 12.47 14.04 11.21 1.01 12.62 11-2006 11-2016
13.86 13.36 14.5 12.72 0.65 13.61 10-2006 10-2016
15.58 14.06 16.47 13.19 1.28 14.82 09-2006 09-2016
16.53 15.65 17.37 14.81 0.96 16.09 08-2006 08-2016
18.03 16.55 18.83 15.77 1.2 17.29 07-2006 07-2016
17.39 15.68 18.14 14.95 1.28 16.54 06-2006 06-2016
15.08 13.29 16.09 12.3 1.48 14.19 05-2006 05-2016
13.96 13.25 15.08 12.15 1.07 13.61 04-2006 04-2016
12.09 13.03 13.75 11.38 0.9 12.56 03-2006 03-2016
11.89 12.85 13.57 11.18 0.91 12.37 02-2006 02-2016
12.9 13.52 14.55 11.88 0.97 13.21 01-2006 01-2016
14.39 14.26 15.29 13.38 0.68 14.33 12-2005 12-2015
15.4 14.73 16.02 14.12 0.71 15.07 11-2005 11-2015
16.06 14.38 16.67 13.78 1.18 15.22 10-2005 10-2015
14.59 14.23 15.89 12.94 1.05 14.41 09-2005 09-2015
15.48 15.89 17.06 14.33 0.98 15.69 08-2005 08-2015
17.55 15.81 18.22 15.16 1.24 16.68 07-2005 07-2015
17.49 17.66 18.58 16.58 0.71 17.58 06-2005 06-2015
18.43 18.3 19.42 17.31 0.75 18.37 05-2005 05-2015

Rolling return for 12 year

Average return: 13.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.38 12.51 14 11.9 0.8 12.95 04-2013 04-2025
12.96 12.82 13.79 12 0.63 12.89 03-2013 03-2025
12.74 12.19 13.23 11.7 0.57 12.46 02-2013 02-2025
11.83 12.22 12.55 11.5 0.4 12.02 01-2013 01-2025
12.7 12.9 13.29 12.3 0.36 12.8 12-2012 12-2024
13.21 13 13.76 12.45 0.47 13.1 11-2012 11-2024
14.35 13.42 14.91 12.87 0.79 13.89 10-2012 10-2024
14.6 13.81 15.35 13.07 0.85 14.21 09-2012 09-2024
14.34 14.11 14.75 13.7 0.38 14.22 08-2012 08-2024
14.38 14.25 14.92 13.72 0.43 14.32 07-2012 07-2024
14.46 14.6 15.84 13.24 0.92 14.54 06-2012 06-2024
14.77 13.94 15.31 13.41 0.73 14.36 05-2012 05-2024
13.65 13.75 14.32 13.09 0.44 13.7 04-2012 04-2024
13.67 13.17 14.14 12.7 0.54 13.42 03-2012 03-2024
13.5 12.75 14.07 12.19 0.72 13.13 02-2012 02-2024
15.49 14.08 16.33 13.26 1.19 14.79 01-2012 01-2024
15.67 14.81 16.52 13.97 0.95 15.24 12-2011 12-2023
14.67 13.32 15.15 12.85 0.94 14 11-2011 11-2023
14.12 13.22 14.7 12.65 0.79 13.67 10-2011 10-2023
13.93 13.65 14.45 13.13 0.48 13.79 09-2011 09-2023
14.14 12.56 14.6 12.11 1.04 13.35 08-2011 08-2023
12.57 12.36 12.95 11.99 0.35 12.47 07-2011 07-2023
12.69 12.18 12.99 11.88 0.43 12.44 06-2011 06-2023
12.52 11.9 12.93 11.49 0.55 12.21 05-2011 05-2023
11.14 11.3 11.76 10.69 0.38 11.22 04-2011 04-2023
11.44 11.01 12.15 10.31 0.67 11.23 03-2011 03-2023
12.11 11.56 12.69 10.99 0.63 11.84 02-2011 02-2023
11.77 11.41 12.71 10.49 0.8 11.6 01-2011 01-2023
11.73 11.06 12.3 10.51 0.68 11.4 12-2010 12-2022
11.25 10.34 11.8 9.79 0.78 10.79 11-2010 11-2022
10.11 10.29 10.93 9.46 0.52 10.2 10-2010 10-2022
10.94 10.66 11.98 9.63 0.84 10.8 09-2010 09-2022
11.35 11.2 11.95 10.59 0.48 11.27 08-2010 08-2022
11.15 11.48 12.38 10.26 0.76 11.32 07-2010 07-2022
11.15 11.45 12.15 10.45 0.61 11.3 06-2010 06-2022
11.64 11.47 12.53 10.59 0.69 11.56 05-2010 05-2022
11.91 12.03 12.73 11.21 0.54 11.97 04-2010 04-2022
11.37 11.87 12.64 10.61 0.74 11.62 03-2010 03-2022
12.91 13.26 14.04 12.14 0.68 13.09 02-2010 02-2022
12.89 12.69 13.73 11.85 0.67 12.79 01-2010 01-2022
12.19 12.21 13.12 11.28 0.65 12.2 12-2009 12-2021
12.93 12.91 14.15 11.71 0.86 12.92 11-2009 11-2021
13.15 13.02 14.35 11.84 0.89 13.09 10-2009 10-2021
14.27 13.02 14.84 12.46 0.95 13.65 09-2009 09-2021
14.26 13.83 14.78 13.31 0.54 14.04 08-2009 08-2021
14.97 13.7 15.49 13.19 0.93 14.34 07-2009 07-2021
14.18 13.76 14.7 13.24 0.54 13.97 06-2009 06-2021
16.15 13.77 17.21 12.74 1.79 14.97 05-2009 05-2021
18.36 16.86 19.55 15.69 1.46 17.61 04-2009 04-2021
20.93 19.23 22.13 18.05 1.56 20.08 03-2009 03-2021
19.19 19.16 21.19 17.2 1.41 19.18 02-2009 02-2021
18.06 16.15 19.06 15.17 1.53 17.11 01-2009 01-2021
18.14 16.15 18.97 15.34 1.46 17.15 12-2008 12-2020
16.22 15.37 18.42 13.23 1.86 15.81 11-2008 11-2020
15.61 12.5 16.93 11.23 2.3 14.07 10-2008 10-2020
11.9 11.39 13.5 9.82 1.31 11.65 09-2008 09-2020
11.75 11.61 13.46 9.93 1.25 11.69 08-2008 08-2020
13.43 11.24 14.37 10.32 1.63 12.34 07-2008 07-2020
12.02 10.65 13.35 9.35 1.49 11.34 06-2008 06-2020
8.39 8.18 10.06 6.55 1.24 8.29 05-2008 05-2020
8.49 8.99 10.76 6.76 1.43 8.75 04-2008 04-2020
8.09 11.06 13.77 5.52 3.1 9.61 03-2008 03-2020
11.1 10.35 11.89 9.56 0.87 10.72 02-2008 02-2020
11.85 9.63 12.43 9.06 1.43 10.74 01-2008 01-2020
10.73 10.24 11.2 9.77 0.53 10.48 12-2007 12-2019
11.16 10.51 11.8 9.88 0.72 10.84 11-2007 11-2019
11.74 10.44 12.66 9.54 1.2 11.09 10-2007 10-2019
12.23 11.79 13.59 10.45 1.12 12.02 09-2007 09-2019
13.11 12.37 13.88 11.61 0.84 12.74 08-2007 08-2019
12.96 13.12 13.95 12.15 0.64 13.04 07-2007 07-2019
14.35 13.77 14.82 13.31 0.57 14.06 06-2007 06-2019
14.74 14.22 15.78 13.2 0.93 14.48 05-2007 05-2019
16.07 14.6 16.47 14.21 0.95 15.34 04-2007 04-2019
15.38 15.18 16.58 13.99 0.92 15.28 03-2007 03-2019
14.74 13.17 15.08 12.84 0.97 13.96 02-2007 02-2019
13.67 13.16 14.13 12.71 0.53 13.42 01-2007 01-2019
13.83 12.59 14.47 11.96 0.99 13.21 12-2006 12-2018
13.57 12.95 14.25 12.27 0.73 13.26 11-2006 11-2018
13.79 13.47 14.43 12.84 0.57 13.63 10-2006 10-2018
15.28 14.56 16.57 13.29 1.19 14.92 09-2006 09-2018
17.38 16.31 17.75 15.94 0.74 16.84 08-2006 08-2018
18.46 17.22 19.12 16.57 1 17.84 07-2006 07-2018
18.47 16.78 18.84 16.42 1.04 17.63 06-2006 06-2018
16.75 15.01 17.38 14.39 1.22 15.88 05-2006 05-2018
15.7 14.77 16.31 14.17 0.82 15.24 04-2006 04-2018
14.83 14.86 15.47 14.22 0.44 14.84 03-2006 03-2018
15.58 16.01 16.63 14.97 0.61 15.8 02-2006 02-2018
15.7 15.71 16.58 14.83 0.62 15.71 01-2006 01-2018
15.84 15.42 16.28 14.98 0.48 15.63 12-2005 12-2017
16.64 15.88 16.96 15.56 0.56 16.26 11-2005 11-2017
16.42 15.01 16.92 14.51 0.99 15.71 10-2005 10-2017
15.85 15.05 16.45 14.46 0.76 15.45 09-2005 09-2017
16.15 15.72 16.69 15.18 0.56 15.93 08-2005 08-2017
16.75 15.57 17.57 14.77 1.07 16.16 07-2005 07-2017
17.19 16.81 17.57 16.44 0.42 17 06-2005 06-2017
17.6 17.2 18.13 16.68 0.53 17.4 05-2005 05-2017
17.27 16.38 17.71 15.94 0.7 16.82 04-2005 04-2017
15.97 15.35 16.56 14.77 0.67 15.66 03-2005 03-2017

Rolling return for 15 year

Average return: 13.43
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.82 11.74 12.3 11.26 0.37 11.78 04-2010 04-2025
11.9 11.94 12.56 11.29 0.45 11.92 03-2010 03-2025
12.56 12.33 12.95 11.94 0.37 12.45 02-2010 02-2025
12.39 12.14 12.97 11.57 0.5 12.27 01-2010 01-2025
12.58 12.32 13.05 11.85 0.43 12.45 12-2009 12-2024
12.77 12.22 13.21 11.79 0.54 12.5 11-2009 11-2024
12.68 12.07 13.13 11.64 0.57 12.38 10-2009 10-2024
13.75 12.89 14.34 12.31 0.78 13.32 09-2009 09-2024
13.97 13.54 14.3 13.21 0.41 13.75 08-2009 08-2024
14.76 13.76 15.19 13.34 0.74 14.26 07-2009 07-2024
13.48 13.82 14.57 12.74 0.66 13.65 06-2009 06-2024
15.67 13.37 16.1 12.94 1.38 14.52 05-2009 05-2024
17.74 16.15 18.29 15.61 1.1 16.95 04-2009 04-2024
19.14 17.25 19.53 16.87 1.15 18.2 03-2009 03-2024
17.94 16.82 18.4 16.35 0.83 17.38 02-2009 02-2024
17.31 15.68 17.99 15.02 1.2 16.5 01-2009 01-2024
17.59 16.03 18.28 15.35 1.17 16.81 12-2008 12-2023
17.13 15.1 17.52 14.72 1.22 16.12 11-2008 11-2023
17.39 14.28 17.86 13.82 1.8 15.84 10-2008 10-2023
15.13 13.83 15.55 13.42 0.88 14.48 09-2008 09-2023
14.74 13.61 15.11 13.24 0.77 14.18 08-2008 08-2023
16.29 14.03 16.6 13.73 1.29 15.16 07-2008 07-2023
15.49 13.53 15.74 13.28 1.11 14.51 06-2008 06-2023
13.35 12.13 13.68 11.8 0.79 12.74 05-2008 05-2023
13.04 12.09 13.54 11.6 0.76 12.57 04-2008 04-2023
12.81 11.21 13.38 10.65 1.12 12.01 03-2008 03-2023
11.03 10.26 11.49 9.81 0.65 10.65 02-2008 02-2023
11.26 9.76 12 9.03 1.18 10.51 01-2008 01-2023
10.64 10.32 11.08 9.87 0.44 10.48 12-2007 12-2022
11.09 10.5 11.53 10.06 0.56 10.79 11-2007 11-2022
11.64 10.54 12.31 9.88 0.94 11.09 10-2007 10-2022
12.17 11.58 13.02 10.75 0.83 11.88 09-2007 09-2022
12.87 12.16 13.36 11.67 0.65 12.52 08-2007 08-2022
11.34 11.67 12.32 10.69 0.59 11.5 07-2007 07-2022
11.81 11.8 12.62 11 0.57 11.81 06-2007 06-2022
12.71 12.22 13.43 11.5 0.7 12.46 05-2007 05-2022
14.08 13.28 14.75 12.62 0.8 13.68 04-2007 04-2022
13.46 13.39 14.49 12.37 0.75 13.43 03-2007 03-2022
13.68 13.07 14.59 12.17 0.88 13.38 02-2007 02-2022
12.99 12.9 13.67 12.23 0.51 12.95 01-2007 01-2022
13.04 12.3 13.8 11.56 0.83 12.68 12-2006 12-2021
13.26 13.18 14.23 12.22 0.71 13.22 11-2006 11-2021
14.04 14.23 15 13.27 0.62 14.13 10-2006 10-2021
14.94 13.8 15.39 13.35 0.83 14.37 09-2006 09-2021
15.47 14.76 15.9 14.34 0.61 15.12 08-2006 08-2021
16.59 15.51 17 15.1 0.77 16.05 07-2006 07-2021
16.55 15.35 16.97 14.93 0.84 15.95 06-2006 06-2021
14.9 13.87 15.74 13.04 1.02 14.39 05-2006 05-2021
14.14 13.84 15.06 12.93 0.76 13.99 04-2006 04-2021
14.08 14.51 14.99 13.6 0.51 14.29 03-2006 03-2021
13.95 14.98 15.47 13.47 0.8 14.47 02-2006 02-2021
13.6 13.67 14.37 12.91 0.52 13.64 01-2006 01-2021
13.71 13.67 14.35 13.03 0.47 13.69 12-2005 12-2020
12.8 13.66 14.5 11.97 0.94 13.23 11-2005 11-2020
12.19 11.73 13.21 10.72 0.9 11.96 10-2005 10-2020
11.4 11.6 12.68 10.33 0.83 11.5 09-2005 09-2020
11.79 12.4 13.15 11.04 0.78 12.09 08-2005 08-2020
12.47 11.67 13.21 10.94 0.85 12.07 07-2005 07-2020
12.29 12.77 13.36 11.71 0.61 12.53 06-2005 06-2020
11.87 12.53 13.24 11.17 0.77 12.2 05-2005 05-2020
11.93 12.76 13.79 10.91 1.06 12.35 04-2005 04-2020
10.82 14.5 15.46 9.9 2.36 12.67 03-2005 03-2020