NIFTY CORE HOUSING

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.75
Weighted mean CAGR by duration 12.31
Mean CAGR 14.19
Standard deviation CAGR 3.79
Range for CAGR 11.46

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.87 52.03 25.00 22.69
3 year 5.33 29.67 15.32 16.18
5 year 3.88 26.11 13.54 13.04
7 year 4.93 19.60 12.48 12.62
10 year 3.64 19.64 12.04 11.86
12 year 2.41 19.00 12.29 11.70
15 year 4.52 18.34 11.56 11.23

Rolling return for 1 year

Average return: 22.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
3.89 -2.19 5.8 -3.95 4.06 0.89 05-2024 05-2025
-4.39 3.92 9.03 -8.87 6.98 -0.08 04-2024 04-2025
-0.7 3.08 10 -6.94 6.14 1.36 03-2024 03-2025
-2.85 6.18 10.32 -6.5 6.75 1.79 02-2024 02-2025
6.8 15.85 21.78 1.6 7.82 11.51 01-2024 01-2025
22.81 20.98 31.27 13.18 6.43 22.06 12-2023 12-2024
28.43 27.19 37.8 18.55 6.82 27.99 11-2023 11-2024
36.54 42.07 50.66 28.75 7.99 39.5 10-2023 10-2024
40.09 42.37 46.99 35.69 4.08 41.29 09-2023 09-2024
39.12 42.28 47.25 34.42 4.67 40.77 08-2023 08-2024
44.81 44.3 49.8 39.5 3.65 44.6 07-2023 07-2024
34.71 46.08 52.03 29.44 8.94 40.56 06-2023 06-2024

Rolling return for 3 year

Average return: 16.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.19 13.23 17.9 12.55 2.35 15.22 05-2022 05-2025
9.99 12.83 14.91 8 2.64 11.43 04-2022 04-2025
13.39 13.01 17.33 9.22 2.87 13.24 03-2022 03-2025
10.24 10.73 15.02 6.13 3.15 10.53 02-2022 02-2025
10.46 11.43 15.4 6.66 3.11 10.99 01-2022 01-2025
13.44 13.55 15.98 11.06 1.74 13.51 12-2021 12-2024
10.77 10.21 13.4 7.65 2.04 10.51 11-2021 11-2024
12.2 13.62 15.95 9.95 2.18 12.93 10-2021 10-2024
14.24 14.19 16.08 12.37 1.31 14.22 09-2021 09-2024
14.67 15.03 16.87 12.87 1.42 14.86 08-2021 08-2024
17.3 16.12 18.63 14.81 1.41 16.71 07-2021 07-2024
13.69 17.1 18.37 12.47 2.41 15.41 06-2021 06-2024
15.1 15.3 18.15 12.32 2.06 15.22 05-2021 05-2024
15.48 14.44 17.34 12.62 1.71 14.97 04-2021 04-2024
12.67 13.59 15.14 11.16 1.44 13.14 03-2021 03-2024
15.4 13.39 16.89 11.95 1.89 14.41 02-2021 02-2024
16.48 15.45 18.43 13.55 1.76 15.98 01-2021 01-2024
17.77 17.59 21.02 14.43 2.33 17.7 12-2020 12-2023
18.14 18.1 21.33 14.99 2.24 18.14 11-2020 11-2023
21.14 20.08 23.54 17.75 2.08 20.63 10-2020 10-2023
24.96 23.36 26.29 22.05 1.6 24.16 09-2020 09-2023
23.6 21.74 25.03 20.35 1.78 22.68 08-2020 08-2023
24.31 23.99 25.86 22.46 1.21 24.15 07-2020 07-2023
24.23 23.31 25.9 21.68 1.53 23.78 06-2020 06-2023
27.58 24.91 29.67 22.91 2.57 26.27 05-2020 05-2023
27.53 22.26 29.01 20.86 3.43 24.92 04-2020 04-2023
27.03 13.84 28.84 12.23 7.5 20.49 03-2020 03-2023
12.93 10.94 14.06 9.85 1.65 11.95 02-2020 02-2023
12.41 12.37 15.41 9.45 2.11 12.41 01-2020 01-2023
14.93 16.25 17.45 13.75 1.39 15.59 12-2019 12-2022
15.48 15.69 17.01 14.19 1 15.59 11-2019 11-2022
17.01 15.3 18.33 14.01 1.64 16.16 10-2019 10-2022
17.84 16.34 20.81 13.48 2.65 17.12 09-2019 09-2022
17.63 16.62 19.26 15.03 1.54 17.14 08-2019 08-2022
10.78 12.7 15.33 8.25 2.59 11.76 07-2019 07-2022
7.77 9.45 11.99 5.33 2.43 8.63 06-2019 06-2022

Rolling return for 5 year

Average return: 13.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.3 21.98 24.75 21.54 1.4 23.14 05-2020 05-2025
22.84 22.11 26.11 18.94 2.55 22.5 04-2020 04-2025
22.85 16.41 25.39 14.05 4.61 19.68 03-2020 03-2025
14.32 15.33 17.26 12.43 1.74 14.84 02-2020 02-2025
15.78 16.97 18.86 13.94 1.79 16.39 01-2020 01-2025
18.35 19.2 19.94 17.62 0.87 18.78 12-2019 12-2024
17.32 18.18 18.98 16.53 0.92 17.75 11-2019 11-2024
20.11 20.61 22.5 18.26 1.51 20.37 10-2019 10-2024
21.61 20.04 22.78 18.89 1.48 20.83 09-2019 09-2024
20.33 20.08 21.7 18.72 1.06 20.21 08-2019 08-2024
19.83 18.98 20.64 18.18 0.92 19.41 07-2019 07-2024
16.67 17.89 19.53 15.08 1.63 17.29 06-2019 06-2024
17.03 16.52 18.88 14.71 1.49 16.79 05-2019 05-2024
15.9 16.03 17.02 14.92 0.74 15.97 04-2019 04-2024
16.28 15.73 17.8 14.24 1.27 16.01 03-2019 03-2024
18.11 17.71 19.02 16.81 0.79 17.91 02-2019 02-2024
17.05 16.22 18.23 15.07 1.16 16.64 01-2019 01-2024
15.93 15.77 17.84 13.9 1.39 15.86 12-2018 12-2023
14.17 14.5 16.01 12.68 1.18 14.34 11-2018 11-2023
15.37 13.82 16.74 12.49 1.6 14.61 10-2018 10-2023
13.16 10.66 13.88 9.96 1.64 11.92 09-2018 09-2023
9.6 9.66 10.36 8.91 0.51 9.63 08-2018 08-2023
10.98 9.9 11.81 9.08 1.04 10.44 07-2018 07-2023
10.31 10.41 11.2 9.53 0.59 10.36 06-2018 06-2023
8.72 8.41 9.78 7.36 0.86 8.57 05-2018 05-2023
7.63 7.27 8.38 6.53 0.67 7.45 04-2018 04-2023
7.61 7.62 8.53 6.71 0.64 7.62 03-2018 03-2023
7.17 6.37 7.81 5.74 0.78 6.77 02-2018 02-2023
6.24 6.96 7.93 5.28 0.97 6.6 01-2018 01-2023
8.3 8.58 9.72 7.17 0.91 8.44 12-2017 12-2022
8.26 8.4 9.11 7.55 0.55 8.33 11-2017 11-2022
7.72 7.56 8.45 6.84 0.57 7.64 10-2017 10-2022
8.46 8.5 10.09 6.89 1.13 8.48 09-2017 09-2022
8.79 8.65 9.69 7.76 0.68 8.72 08-2017 08-2022
6.1 7.78 8.69 5.21 1.37 6.95 07-2017 07-2022
5.15 6.87 7.6 4.43 1.28 6.01 06-2017 06-2022
7.26 8.44 9.89 5.85 1.49 7.86 05-2017 05-2022
10.12 10.04 11.33 8.85 0.88 10.08 04-2017 04-2022
9.54 10.26 12.04 7.8 1.52 9.91 03-2017 03-2022
11.69 13.65 14.27 11.09 1.32 12.68 02-2017 02-2022
15.84 15.92 18.3 13.51 1.69 15.89 01-2017 01-2022
17.4 16.75 18.9 15.28 1.3 17.08 12-2016 12-2021
17.8 14.95 19.84 12.99 2.62 16.39 11-2016 11-2021
13.46 13.85 14.85 12.47 0.85 13.66 10-2016 10-2021
13.58 13.74 14.71 12.62 0.74 13.66 09-2016 09-2021
12.88 12.88 13.95 11.81 0.76 12.88 08-2016 08-2021
13.8 13.36 15.27 11.92 1.19 13.59 07-2016 07-2021
14.46 14.24 15.21 13.51 0.61 14.36 06-2016 06-2021
14.47 14.48 16.16 12.81 1.18 14.48 05-2016 05-2021
14.79 15.29 16.53 13.57 1.06 15.04 04-2016 04-2021
16.94 15.89 17.89 14.95 1.1 16.42 03-2016 03-2021
16.63 16.58 18.78 14.48 1.52 16.62 02-2016 02-2021
14.38 13.9 16.14 12.17 1.41 14.15 01-2016 01-2021
11.99 12.51 13.94 10.59 1.2 12.26 12-2015 12-2020
10 10.62 11.8 8.85 1.07 10.32 11-2015 11-2020
7.2 8.24 9.04 6.41 1 7.72 10-2015 10-2020
6.92 7.36 8.44 5.85 0.93 7.14 09-2015 09-2020
6.55 5.71 8.27 4.03 1.53 6.14 08-2015 08-2020
4.92 4.82 5.87 3.88 0.7 4.87 07-2015 07-2020
6.04 5.4 7.37 4.1 1.18 5.73 06-2015 06-2020

Rolling return for 7 year

Average return: 12.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.7 10.99 11.99 10.7 0.52 11.35 05-2018 05-2025
9.99 11.26 12.08 9.19 1.12 10.63 04-2018 04-2025
10.17 11.12 11.79 9.51 0.87 10.65 03-2018 03-2025
9.74 10.68 11.75 8.69 1.13 10.21 02-2018 02-2025
10.27 11.63 12.36 9.56 1.1 10.96 01-2018 01-2025
12.49 12.72 13.57 11.65 0.68 12.61 12-2017 12-2024
11.52 12.12 12.65 11 0.62 11.82 11-2017 11-2024
12.38 13.31 13.97 11.72 0.86 12.85 10-2017 10-2024
13.59 13.18 14.37 12.41 0.71 13.39 09-2017 09-2024
13.06 13.21 13.98 12.3 0.6 13.14 08-2017 08-2024
13.61 13.48 14.16 12.93 0.44 13.54 07-2017 07-2024
12.07 13.47 14.02 11.52 1.01 12.77 06-2017 06-2024
11.92 12.11 13.18 10.86 0.82 12.02 05-2017 05-2024
12.31 12.14 13.08 11.38 0.6 12.23 04-2017 04-2024
12.75 12.51 13.8 11.47 0.83 12.63 03-2017 03-2024
13.3 13.49 13.93 12.87 0.38 13.4 02-2017 02-2024
14.82 13.98 15.65 13.17 0.93 14.4 01-2017 01-2024
14.94 14.79 16.29 13.45 1.01 14.87 12-2016 12-2023
13.33 11.27 14.63 10 1.79 12.31 11-2016 11-2023
9.97 10.21 10.9 9.29 0.58 10.09 10-2016 10-2023
10.5 10.33 11.01 9.83 0.42 10.42 09-2016 09-2023
10.3 10.1 10.84 9.56 0.46 10.2 08-2016 08-2023
11.39 10.66 11.98 10.07 0.72 11.03 07-2016 07-2023
11.51 11.47 12.15 10.84 0.46 11.49 06-2016 06-2023
11.77 11.39 12.55 10.61 0.7 11.58 05-2016 05-2023
11.75 11.45 12.3 10.9 0.51 11.6 04-2016 04-2023
12.47 11.77 13.15 11.09 0.77 12.12 03-2016 03-2023
13.17 12.15 13.65 11.67 0.79 12.66 02-2016 02-2023
12.32 12.03 13.6 10.77 1.01 12.18 01-2016 01-2023
12.71 12.74 13.76 11.69 0.73 12.72 12-2015 12-2022
13.07 12.86 13.71 12.23 0.53 12.97 11-2015 11-2022
11.93 11.88 12.47 11.35 0.4 11.91 10-2015 10-2022
12.98 13.38 14.19 12.17 0.73 13.18 09-2015 09-2022
12.83 11.58 13.49 10.92 1.01 12.21 08-2015 08-2022
9.98 11.1 11.9 9.2 1.03 10.54 07-2015 07-2022
10.45 10.81 12.28 9 1.17 10.63 06-2015 06-2022
11.12 12.16 13.06 10.24 1.06 11.65 05-2015 05-2022
12.52 11.76 13.4 10.89 0.93 12.14 04-2015 04-2022
10.19 10.34 11.97 8.58 1.2 10.27 03-2015 03-2022
11.17 12.14 13 10.32 1.01 11.66 02-2015 02-2022
13.72 12.95 15.44 11.26 1.5 13.34 01-2015 01-2022
14.68 14.6 15.73 13.57 0.76 14.64 12-2014 12-2021
14.66 15.51 16.08 14.1 0.76 15.09 11-2014 11-2021
16.42 15.98 17.44 14.97 0.89 16.2 10-2014 10-2021
15.75 15.54 16.57 14.72 0.66 15.64 09-2014 09-2021
14.74 14.79 15.52 14.02 0.53 14.77 08-2014 08-2021
14.23 14.42 15.28 13.37 0.68 14.32 07-2014 07-2021
14.5 13.43 15.03 12.91 0.84 13.97 06-2014 06-2021
16.15 14.6 17.37 13.41 1.5 15.38 05-2014 05-2021
15.57 15.81 16.81 14.58 0.79 15.69 04-2014 04-2021
18.18 16.18 18.87 15.5 1.39 17.18 03-2014 03-2021
18.05 18.76 19.6 17.23 0.87 18.41 02-2014 02-2021
16.87 16.76 18.15 15.49 0.94 16.82 01-2014 01-2021
14.97 15.45 16.39 14.04 0.85 15.21 12-2013 12-2020
13.36 13.55 14.68 12.25 0.86 13.46 11-2013 11-2020
12.5 12.33 13.88 10.97 1.03 12.42 10-2013 10-2020
13.51 11.81 14.66 10.69 1.53 12.67 09-2013 09-2020
13.59 12.45 14.9 11.17 1.38 13.03 08-2013 08-2020
10.59 9.64 11.3 8.94 0.9 10.12 07-2013 07-2020
9.35 9.32 10.33 8.35 0.7 9.34 06-2013 06-2020
6.15 6.82 7.87 5.13 1 6.49 05-2013 05-2020
6.7 7.8 9.18 5.35 1.41 7.26 04-2013 04-2020
5.97 10.65 11.75 4.93 2.92 8.32 03-2013 03-2020
11.18 11.47 12.51 10.15 0.84 11.33 02-2013 02-2020
10.49 10.93 11.77 9.67 0.76 10.71 01-2013 01-2020
9.99 10.11 10.47 9.63 0.3 10.05 12-2012 12-2019
11.05 10.5 11.59 9.97 0.6 10.78 11-2012 11-2019
9.85 10.34 11.07 9.12 0.71 10.09 10-2012 10-2019
11.46 11.19 13.27 9.41 1.37 11.33 09-2012 09-2019
11.4 11.89 12.47 10.82 0.61 11.64 08-2012 08-2019
12.89 13.38 14.01 12.27 0.64 13.14 07-2012 07-2019
14.58 14.17 15.71 13.05 0.95 14.38 06-2012 06-2019
13.89 14.47 15.53 12.84 0.97 14.18 05-2012 05-2019
13.58 13.1 14.27 12.42 0.68 13.34 04-2012 04-2019
12.38 12.9 13.82 11.48 0.85 12.65 03-2012 03-2019
11.85 10.95 12.74 10.08 0.99 11.4 02-2012 02-2019
14.15 13.7 15.55 12.32 1.15 13.93 01-2012 01-2019
14.59 14.29 16.05 12.85 1.14 14.45 12-2011 12-2018
13.8 12.96 14.87 11.91 1.09 13.38 11-2011 11-2018
12.32 12.99 14.38 10.96 1.23 12.66 10-2011 10-2018
14.46 15.97 16.83 13.62 1.25 15.22 09-2011 09-2018
17.24 16.44 17.77 15.92 0.71 16.84 08-2011 08-2018
14.76 15.55 16.18 14.13 0.78 15.16 07-2011 07-2018
15.31 14.33 15.9 13.75 0.84 14.82 06-2011 06-2018

Rolling return for 10 year

Average return: 11.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.9 12.48 13.11 12.28 0.33 12.69 05-2015 05-2025
11.75 12.08 13.23 10.62 0.93 11.92 04-2015 04-2025
11.14 11.13 12.28 10 0.81 11.14 03-2015 03-2025
10.89 11.71 12.31 10.3 0.77 11.3 02-2015 02-2025
12.73 12.49 14.22 11.02 1.13 12.61 01-2015 01-2025
14.3 14.29 15.07 13.53 0.54 14.3 12-2014 12-2024
13.48 13.89 14.28 13.09 0.44 13.69 11-2014 11-2024
15.14 15.26 16.28 14.13 0.76 15.2 10-2014 10-2024
15.29 15.13 15.85 14.58 0.45 15.21 09-2014 09-2024
14.72 14.86 15.37 14.21 0.41 14.79 08-2014 08-2024
15.14 14.93 15.53 14.54 0.36 15.04 07-2014 07-2024
14.26 14.52 15.65 13.14 0.89 14.39 06-2014 06-2024
15.83 14.81 16.74 13.91 1.06 15.32 05-2014 05-2024
15.54 15.4 16.1 14.84 0.45 15.47 04-2014 04-2024
16.5 15.39 17.26 14.65 1 15.95 03-2014 03-2024
17.25 17.12 17.7 16.68 0.36 17.19 02-2014 02-2024
16.75 16.37 17.34 15.79 0.56 16.56 01-2014 01-2024
15.8 16.09 16.75 15.15 0.57 15.95 12-2013 12-2023
14.77 14.9 15.69 13.98 0.61 14.84 11-2013 11-2023
15.03 14.6 15.7 13.93 0.64 14.82 10-2013 10-2023
16.83 15.16 17.21 14.79 1.04 16 09-2013 09-2023
16.51 15.16 16.91 14.76 0.9 15.84 08-2013 08-2023
14.54 13.76 14.96 13.34 0.64 14.15 07-2013 07-2023
13.62 13.34 14.08 12.89 0.43 13.48 06-2013 06-2023
12.17 11.96 12.72 11.41 0.47 12.07 05-2013 05-2023
12.56 11.95 12.95 11.56 0.54 12.25 04-2013 04-2023
11.89 11.6 12.37 11.12 0.45 11.74 03-2013 03-2023
11.7 11.31 12.04 10.98 0.4 11.51 02-2013 02-2023
11.07 11.36 11.95 10.49 0.53 11.22 01-2013 01-2023
11.45 11.92 12.17 11.19 0.38 11.68 12-2012 12-2022
12.36 12.04 12.81 11.6 0.44 12.2 11-2012 11-2022
11.95 11.8 12.33 11.43 0.32 11.88 10-2012 10-2022
13.34 12.71 14.18 11.87 0.85 13.03 09-2012 09-2022
13.23 13.29 13.7 12.82 0.31 13.26 08-2012 08-2022
12.25 13.18 13.62 11.82 0.72 12.72 07-2012 07-2022
12.49 12.73 13.8 11.44 0.84 12.61 06-2012 06-2022
13.42 14.06 14.8 12.68 0.78 13.74 05-2012 05-2022
13.86 13.67 14.49 13.05 0.51 13.77 04-2012 04-2022
12.61 13.24 13.88 11.97 0.71 12.93 03-2012 03-2022
13.83 13.85 15.13 12.56 0.91 13.84 02-2012 02-2022
15.96 15.87 17.19 14.66 0.9 15.92 01-2012 01-2022
16.41 15.91 17.15 15.17 0.72 16.16 12-2011 12-2021
16.31 15.94 17.31 14.95 0.84 16.13 11-2011 11-2021
16.12 15.84 16.83 15.13 0.61 15.98 10-2011 10-2021
16.2 16.17 16.77 15.6 0.41 16.19 09-2011 09-2021
16.08 15.71 16.63 15.16 0.54 15.89 08-2011 08-2021
14.75 15.05 15.49 14.31 0.43 14.9 07-2011 07-2021
15.04 14.32 15.41 13.95 0.58 14.68 06-2011 06-2021
13.86 13.81 14.69 12.98 0.6 13.84 05-2011 05-2021
12.71 13.14 13.56 12.29 0.47 12.93 04-2011 04-2021
14.09 13.35 14.55 12.89 0.64 13.72 03-2011 03-2021
14.04 14.28 15.08 13.25 0.65 14.16 02-2011 02-2021
12.72 11.89 13.59 11.03 0.95 12.31 01-2011 01-2021
10.89 11.1 11.85 10.15 0.61 11 12-2010 12-2020
9.64 8.57 10.53 7.7 1.07 9.11 11-2010 11-2020
7.49 7.64 8.41 6.73 0.6 7.57 10-2010 10-2020
7.78 7.29 8.54 6.53 0.73 7.54 09-2010 09-2020
7.98 8.12 8.85 7.26 0.56 8.05 08-2010 08-2020
8.26 8.04 8.75 7.55 0.43 8.15 07-2010 07-2020
8.47 8.2 9.14 7.52 0.58 8.33 06-2010 06-2020
7.34 7.2 8.55 6 0.9 7.27 05-2010 05-2020
5.64 7.01 7.36 5.3 0.87 6.33 04-2010 04-2020
6.11 9.52 10.13 5.53 2.02 7.82 03-2010 03-2020
10.45 10.69 11.37 9.77 0.57 10.57 02-2010 02-2020
10.36 9.71 11.25 8.84 0.88 10.04 01-2010 01-2020
9.77 9.63 10.11 9.29 0.29 9.7 12-2009 12-2019
10.69 9.78 11.07 9.41 0.67 10.24 11-2009 11-2019
9.23 8.64 10.08 7.8 0.83 8.94 10-2009 10-2019
8.79 9.15 10.03 7.92 0.76 8.97 09-2009 09-2019
9.65 9.19 10.39 8.46 0.7 9.42 08-2009 08-2019
11.94 9.96 12.72 9.2 1.43 10.96 07-2009 07-2019
11.64 10.71 12.42 9.95 0.93 11.18 06-2009 06-2019
14.46 11.5 15.61 10.39 2.12 12.99 05-2009 05-2019
16.89 15.09 17.39 14.6 1.17 15.99 04-2009 04-2019
17.95 16.8 19 15.77 1.21 17.38 03-2009 03-2019
17.12 16.56 17.77 15.92 0.68 16.84 02-2009 02-2019
17.34 15.51 18.35 14.53 1.5 16.43 01-2009 01-2019
18.59 16.06 19.64 15.04 1.86 17.33 12-2008 12-2018
18.34 15.45 19.12 14.7 1.87 16.9 11-2008 11-2018
16.67 12.1 18.16 10.68 3.1 14.4 10-2008 10-2018
12.48 10.97 14.1 9.39 1.75 11.74 09-2008 09-2018
11.55 10.37 11.9 10.02 0.78 10.96 08-2008 08-2018
12.3 11.27 13.27 10.31 1.11 11.79 07-2008 07-2018
11.36 8.85 11.76 8.46 1.47 10.11 06-2008 06-2018
8.36 7.22 9.05 6.55 0.97 7.79 05-2008 05-2018
8.06 7.24 8.62 6.69 0.74 7.65 04-2008 04-2018
8.17 7.03 8.63 6.58 0.83 7.6 03-2008 03-2018
6.95 6 7.67 5.29 0.91 6.48 02-2008 02-2018
7.07 4.14 7.55 3.67 1.72 5.61 01-2008 01-2018
4.71 4.19 5.26 3.64 0.6 4.45 12-2007 12-2017
5.96 5.32 6.31 4.98 0.52 5.64 11-2007 11-2017
6.67 5.79 7.11 5.35 0.7 6.23 10-2007 10-2017
7.69 6.76 8.47 5.98 0.94 7.22 09-2007 09-2017
8.35 8.06 8.87 7.55 0.48 8.21 08-2007 08-2017
8.12 7.61 8.57 7.16 0.53 7.87 07-2007 07-2017
9.12 8.42 9.49 8.05 0.57 8.77 06-2007 06-2017
9.06 8.79 9.78 8.07 0.61 8.93 05-2007 05-2017
10.25 9.13 10.9 8.5 0.94 9.7 04-2007 04-2017
9.17 9.46 10.05 8.58 0.53 9.32 03-2007 03-2017
8.33 6.53 8.62 6.25 1.05 7.43 02-2007 02-2017
5.64 5.99 6.72 4.92 0.65 5.82 01-2007 01-2017
5.77 5.62 6.74 4.67 0.73 5.7 12-2006 12-2016
6.15 7.05 8.39 4.85 1.29 6.61 11-2006 11-2016
8.81 8.7 9.29 8.22 0.38 8.75 10-2006 10-2016
10.31 9.1 10.77 8.64 0.87 9.71 09-2006 09-2016
10.89 10.45 11.42 9.92 0.55 10.67 08-2006 08-2016
11.11 10.61 12.04 9.69 0.85 10.86 07-2006 07-2016
12.32 10.34 12.79 9.88 1.24 11.33 06-2006 06-2016
9.72 8.18 10.53 7.39 1.24 8.96 05-2006 05-2016
8.99 7.64 9.58 7.07 1.01 8.32 04-2006 04-2016
9.46 9.39 10.4 8.46 0.69 9.43 03-2006 03-2016
10.24 10.5 11.27 9.48 0.64 10.37 02-2006 02-2016
11.81 11.85 12.91 10.77 0.76 11.84 01-2006 01-2016
12.56 12.69 13.27 11.98 0.46 12.62 12-2005 12-2015
13.94 12.96 14.55 12.36 0.85 13.45 11-2005 11-2015
14.79 13.62 15.22 13.2 0.83 14.21 10-2005 10-2015
13.48 13.23 14.05 12.67 0.5 13.36 09-2005 09-2015
14.52 14.91 15.9 13.55 0.84 14.72 08-2005 08-2015
16.25 15.64 16.83 15.06 0.66 15.95 07-2005 07-2015
15.65 16.29 16.73 15.22 0.58 15.97 06-2005 06-2015

Rolling return for 12 year

Average return: 11.7
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.37 12.9 13.54 12.73 0.33 13.13 05-2013 05-2025
13.15 13.55 14.39 12.31 0.75 13.35 04-2013 04-2025
12.7 13.01 13.67 12.05 0.58 12.86 03-2013 03-2025
12.48 13.06 13.67 11.87 0.67 12.77 02-2013 02-2025
12.67 13.41 13.91 12.18 0.67 13.04 01-2013 01-2025
13.4 13.81 14.03 13.18 0.33 13.61 12-2012 12-2024
13.62 13.64 14.29 12.97 0.47 13.63 11-2012 11-2024
14.01 14.51 14.95 13.57 0.52 14.26 10-2012 10-2024
15.58 14.8 16.04 14.34 0.66 15.19 09-2012 09-2024
15.04 15.23 15.58 14.69 0.32 15.13 08-2012 08-2024
15.73 15.68 16.06 15.36 0.25 15.71 07-2012 07-2024
15.45 15.71 16.62 14.55 0.74 15.58 06-2012 06-2024
15.19 15.32 15.94 14.57 0.49 15.25 05-2012 05-2024
14.54 14.31 15 13.86 0.41 14.43 04-2012 04-2024
13.99 14.07 14.61 13.46 0.41 14.03 03-2012 03-2024
14.42 13.72 14.79 13.36 0.56 14.07 02-2012 02-2024
15.35 14.75 15.83 14.27 0.59 15.05 01-2012 01-2024
15.15 14.9 15.93 14.12 0.65 15.03 12-2011 12-2023
13.95 13.6 14.72 12.84 0.68 13.78 11-2011 11-2023
13.59 13.33 14.14 12.78 0.49 13.46 10-2011 10-2023
13.92 13.73 14.22 13.43 0.29 13.82 09-2011 09-2023
14 13.57 14.32 13.24 0.41 13.78 08-2011 08-2023
13.17 13.16 13.52 12.81 0.25 13.16 07-2011 07-2023
13.2 12.68 13.58 12.3 0.49 12.94 06-2011 06-2023
12.39 12.12 12.84 11.66 0.43 12.25 05-2011 05-2023
11.29 11.27 11.62 10.95 0.24 11.28 04-2011 04-2023
11.98 11.4 12.38 11 0.53 11.69 03-2011 03-2023
12.47 12.1 12.75 11.82 0.35 12.29 02-2011 02-2023
11.81 11.14 12.55 10.41 0.79 11.48 01-2011 01-2023
11.48 11.47 12.09 10.87 0.43 11.48 12-2010 12-2022
11.48 10.19 11.84 9.83 0.84 10.84 11-2010 11-2022
10.19 9.84 10.5 9.54 0.36 10.02 10-2010 10-2022
11.15 10.77 11.84 10.08 0.64 10.96 09-2010 09-2022
11.4 11.16 11.78 10.78 0.36 11.28 08-2010 08-2022
10.7 11.21 11.82 10.09 0.64 10.96 07-2010 07-2022
10.66 10.91 11.73 9.85 0.67 10.79 06-2010 06-2022
11.63 11.59 12.76 10.47 0.81 11.61 05-2010 05-2022
11.36 11.57 11.87 11.07 0.29 11.47 04-2010 04-2022
10.93 11.46 11.98 10.42 0.58 11.2 03-2010 03-2022
12.09 12.59 13.17 11.52 0.61 12.34 02-2010 02-2022
12.56 12.25 13.55 11.27 0.81 12.41 01-2010 01-2022
12.34 12.53 12.94 11.93 0.36 12.43 12-2009 12-2021
13.39 13.09 14.2 12.29 0.68 13.24 11-2009 11-2021
12.88 12.21 13.45 11.65 0.68 12.55 10-2009 10-2021
12.57 12.29 13.04 11.83 0.44 12.43 09-2009 09-2021
12.71 12.14 13.16 11.69 0.56 12.43 08-2009 08-2021
13.82 12.09 14.43 11.49 1.21 12.96 07-2009 07-2021
13.2 12.06 13.5 11.76 0.74 12.63 06-2009 06-2021
15.36 12.62 16.07 11.93 1.76 13.99 05-2009 05-2021
16.83 15.65 17.57 14.92 1.03 16.24 04-2009 04-2021
18.6 17.16 19 16.77 0.94 17.88 03-2009 03-2021
17.97 17.85 18.87 16.96 0.68 17.91 02-2009 02-2021
17.44 15.83 18.19 15.09 1.24 16.64 01-2009 01-2021
17.68 15.56 18.52 14.74 1.53 16.62 12-2008 12-2020
16.64 14.4 17.43 13.63 1.56 15.53 11-2008 11-2020
15.04 10.89 15.86 10.1 2.51 12.97 10-2008 10-2020
9.83 7.95 10.48 7.32 1.3 8.89 09-2008 09-2020
7.93 7.41 8.65 6.69 0.72 7.67 08-2008 08-2020
8.94 7.74 9.35 7.33 0.83 8.34 07-2008 07-2020
7.93 6.14 8.49 5.59 1.2 7.04 06-2008 06-2020
4.17 3.68 5.15 2.72 0.88 3.93 05-2008 05-2020
3.51 3.8 4.91 2.41 0.89 3.66 04-2008 04-2020
3.69 5.63 6.95 2.41 1.75 4.67 03-2008 03-2020
5.59 4.95 6.33 4.23 0.78 5.28 02-2008 02-2020
5.43 3.32 6.14 2.63 1.45 4.38 01-2008 01-2020
3.75 3.13 4.02 2.87 0.46 3.44 12-2007 12-2019
4.64 4.12 4.93 3.83 0.43 4.38 11-2007 11-2019
4.66 4.25 5.34 3.58 0.64 4.46 10-2007 10-2019
5.6 5.2 6.6 4.21 0.86 5.4 09-2007 09-2019
6.33 6.26 6.92 5.67 0.44 6.29 08-2007 08-2019
6.62 6.45 7.24 5.84 0.5 6.54 07-2007 07-2019
7.78 7.51 8.4 6.9 0.54 7.65 06-2007 06-2019
7.51 7.59 8.41 6.69 0.61 7.55 05-2007 05-2019
9.15 8.08 9.54 7.7 0.75 8.62 04-2007 04-2019
8.36 8.67 9.16 7.87 0.47 8.52 03-2007 03-2019
7.27 6.04 7.76 5.55 0.89 6.65 02-2007 02-2019
6.27 6.42 7.03 5.66 0.49 6.35 01-2007 01-2019
6.87 6.72 7.66 5.93 0.61 6.79 12-2006 12-2018
6.99 6.47 7.57 5.89 0.62 6.73 11-2006 11-2018
6.85 7.49 7.98 6.36 0.62 7.17 10-2006 10-2018
9.25 9.17 10.56 7.87 0.95 9.21 09-2006 09-2018
11.09 10.57 11.38 10.28 0.43 10.83 08-2006 08-2018
11.33 10.93 12.13 10.14 0.72 11.13 07-2006 07-2018
12.69 10.97 13.02 10.64 1.04 11.83 06-2006 06-2018
11.34 9.94 11.93 9.37 1.03 10.64 05-2006 05-2018
11.17 10 11.65 9.53 0.86 10.59 04-2006 04-2018
11.99 11.53 12.38 11.14 0.47 11.76 03-2006 03-2018
13.27 13.24 13.9 12.61 0.46 13.25 02-2006 02-2018
14.52 14.06 14.96 13.63 0.5 14.29 01-2006 01-2018
14.47 14.48 14.97 13.98 0.35 14.48 12-2005 12-2017
15.88 14.85 16.2 14.54 0.69 15.37 11-2005 11-2017
16.16 15.2 16.55 14.81 0.7 15.68 10-2005 10-2017
15.34 15.35 16.04 14.65 0.49 15.34 09-2005 09-2017
15.99 15.62 16.45 15.16 0.47 15.8 08-2005 08-2017
16.92 16.33 17.33 15.92 0.54 16.62 07-2005 07-2017
17.14 17.11 17.48 16.78 0.25 17.13 06-2005 06-2017
17.23 17.45 17.88 16.81 0.39 17.34 05-2005 05-2017
16.97 17.12 17.54 16.56 0.35 17.05 04-2005 04-2017

Rolling return for 15 year

Average return: 11.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.72 11.92 12.85 11.78 0.47 12.32 05-2010 05-2025
11.09 11.82 12.06 10.85 0.5 11.46 04-2010 04-2025
11.42 11.77 12.18 11.01 0.43 11.59 03-2010 03-2025
11.72 12.21 12.67 11.26 0.53 11.96 02-2010 02-2025
12.14 12.08 13.12 11.11 0.71 12.11 01-2010 01-2025
12.56 12.73 13.06 12.23 0.3 12.64 12-2009 12-2024
12.86 12.51 13.39 11.98 0.51 12.68 11-2009 11-2024
12.74 12.49 13.49 11.76 0.62 12.62 10-2009 10-2024
12.91 12.66 13.27 12.3 0.35 12.79 09-2009 09-2024
13.1 12.71 13.53 12.28 0.46 12.91 08-2009 08-2024
14.51 12.89 14.77 12.63 0.95 13.7 07-2009 07-2024
13.3 13.05 14.21 12.15 0.73 13.18 06-2009 06-2024
15.31 13.15 15.92 12.56 1.41 14.24 05-2009 05-2024
16.56 15.4 16.93 15.03 0.79 15.98 04-2009 04-2024
17.39 16.44 17.9 15.94 0.77 16.92 03-2009 03-2024
17.45 16.95 17.75 16.65 0.43 17.2 02-2009 02-2024
17.25 15.75 17.64 15.37 0.96 16.5 01-2009 01-2024
17.69 15.97 18.34 15.34 1.22 16.84 12-2008 12-2023
16.94 15.13 17.56 14.52 1.25 16.04 11-2008 11-2023
16.24 12.67 16.7 12.23 2.02 14.46 10-2008 10-2023
12.7 10.87 12.94 10.64 1.04 11.79 09-2008 09-2023
10.9 10.13 11.15 9.88 0.53 10.52 08-2008 08-2023
11.85 10.81 12.13 10.53 0.67 11.33 07-2008 07-2023
11.01 9.37 11.31 9.08 0.98 10.19 06-2008 06-2023
8.48 7.62 8.83 7.27 0.63 8.05 05-2008 05-2023
7.92 7.25 8.17 7.01 0.47 7.59 04-2008 04-2023
7.98 7.22 8.29 6.92 0.55 7.6 03-2008 03-2023
7.02 6.12 7.23 5.91 0.56 6.57 02-2008 02-2023
6.79 5.07 7.35 4.52 1.17 5.93 01-2008 01-2023
5.89 5.63 6.36 5.17 0.43 5.76 12-2007 12-2022
6.72 6.34 7 6.06 0.36 6.53 11-2007 11-2022
7.02 6.37 7.26 6.14 0.46 6.7 10-2007 10-2022
7.94 7.34 8.48 6.8 0.63 7.64 09-2007 09-2022
8.5 8.26 8.8 7.96 0.31 8.38 08-2007 08-2022
7.44 7.67 8.31 6.81 0.54 7.56 07-2007 07-2022
7.78 7.9 8.61 7.07 0.55 7.84 06-2007 06-2022
8.45 8.67 9.33 7.8 0.55 8.56 05-2007 05-2022
10.21 9.43 10.61 9.04 0.62 9.82 04-2007 04-2022
9.29 9.72 10.12 8.9 0.46 9.51 03-2007 03-2022
9.44 8.86 10.27 8.03 0.82 9.15 02-2007 02-2022
8.94 9.2 9.7 8.44 0.45 9.07 01-2007 01-2022
9.51 9.21 9.98 8.75 0.45 9.36 12-2006 12-2021
9.9 9.62 10.53 9 0.55 9.76 11-2006 11-2021
10.34 10.39 10.79 9.94 0.3 10.37 10-2006 10-2021
11.39 10.63 11.75 10.26 0.59 11.01 09-2006 09-2021
11.55 11.25 11.9 10.9 0.37 11.4 08-2006 08-2021
12 11.52 12.48 11.04 0.54 11.76 07-2006 07-2021
13.03 11.62 13.27 11.38 0.83 12.32 06-2006 06-2021
11.28 10.24 11.83 9.7 0.84 10.76 05-2006 05-2021
10.89 10.13 11.45 9.58 0.71 10.51 04-2006 04-2021
11.9 11.52 12.2 11.22 0.37 11.71 03-2006 03-2021
12.33 12.49 13.02 11.81 0.43 12.41 02-2006 02-2021
12.66 12.53 13.24 11.96 0.45 12.6 01-2006 01-2021
12.37 12.63 13.02 11.99 0.38 12.5 12-2005 12-2020
12.61 12.17 13.22 11.57 0.6 12.39 11-2005 11-2020
12.2 11.8 12.84 11.16 0.61 12 10-2005 10-2020
11.25 11.24 11.77 10.72 0.37 11.25 09-2005 09-2020
11.8 11.76 12.4 11.17 0.44 11.78 08-2005 08-2020
12.34 11.91 12.68 11.58 0.42 12.13 07-2005 07-2020
12.36 12.54 12.82 12.08 0.27 12.45 06-2005 06-2020
11.6 12.11 12.44 11.28 0.45 11.86 05-2005 05-2020
11.4 12.29 12.61 11.09 0.62 11.85 04-2005 04-2020