NIFTY ENERGY

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.08
Weighted mean CAGR by duration 11.44
Mean CAGR 15.5
Standard deviation CAGR 7.45
Range for CAGR 21.87

Summary

Duration Min Max Median Average XIRR (%)
1 year -28.06 81.45 42.65 30.76
3 year 0.56 35.37 20.68 20.76
5 year 6.96 28.49 16.28 16.29
7 year 2.47 21.43 13.25 13.37
10 year 0.77 18.60 7.67 8.89
12 year 0.70 16.61 8.98 9.12
15 year 4.47 14.21 9.35 9.33

Rolling return for 1 year

Average return: 30.76
Min Max Min-Max Max-Min Standard Deviation Mean From To
-23.05 -17.12 -12.75 -26.9 5.43 -19.95 04-2024 04-2025
-20.46 -16.2 -7.34 -28.06 7.49 -18.02 03-2024 03-2025
-18.66 -14.82 -6.74 -25.7 6.84 -16.48 02-2024 02-2025
-5.19 -2.74 8.92 -15.34 8.63 -3.59 01-2024 01-2025
17.9 12.88 29.62 2.68 9.7 15.77 12-2023 12-2024
33.01 34.7 49.27 20.03 10.36 34.25 11-2023 11-2024
49.09 60.64 71.54 39.62 12.01 55.22 10-2023 10-2024
61.61 60.07 74.16 48.53 9.08 61.09 09-2023 09-2024
64.69 67.42 75.54 57.07 6.6 66.18 08-2023 08-2024
63.18 64.94 79.43 50 10.43 64.39 07-2023 07-2024
52.64 73.17 81.45 45.68 14.59 63.23 06-2023 06-2024
62.56 71.22 78.52 55.91 8.56 67.05 05-2023 05-2024

Rolling return for 3 year

Average return: 20.76
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.8 4.86 9.28 0.56 3.08 4.88 04-2022 04-2025
7.19 9.18 12.78 3.77 3.26 8.23 03-2022 03-2025
9.36 10.67 14.46 5.74 3.12 10.06 02-2022 02-2025
11.67 12.51 16.95 7.42 3.38 12.14 01-2022 01-2025
16.67 17.01 20.42 13.37 2.5 16.87 12-2021 12-2024
15.99 17.6 20.54 13.17 2.67 16.83 11-2021 11-2024
19.16 20.47 24.86 14.97 3.53 19.86 10-2021 10-2024
26.98 24.89 30.19 21.82 3.05 25.97 09-2021 09-2024
30.56 30.32 33.36 27.58 2.05 30.45 08-2021 08-2024
28.96 30.63 33.1 26.56 2.39 29.81 07-2021 07-2024
22.41 26.93 29.68 19.83 3.83 24.71 06-2021 06-2024
28.94 28.04 33.03 24.11 3.17 28.53 05-2021 05-2024
31.17 30.03 33.44 27.82 2.03 30.62 04-2021 04-2024
26.88 26.97 31.2 22.79 2.97 26.96 03-2021 03-2024
31.35 27.22 35.37 23.44 4.46 29.34 02-2021 02-2024
27.32 27.79 32.22 23.06 3.24 27.6 01-2021 01-2024
22.54 24.55 28.32 18.94 3.39 23.59 12-2020 12-2023
22.64 21.17 26.91 17.09 3.51 21.95 11-2020 11-2023
21.51 22.07 24.2 19.43 1.7 21.8 10-2020 10-2023
21.01 20.19 24.46 16.85 2.71 20.63 09-2020 09-2023
19.57 18.16 21.47 16.31 1.89 18.88 08-2020 08-2023
20.65 18.73 24.09 15.44 3.13 19.73 07-2020 07-2023
21.74 18.48 23.65 16.66 2.73 20.13 06-2020 06-2023
24.39 22.86 26.13 21.16 1.84 23.63 05-2020 05-2023
28.58 21.56 30.71 19.58 4.65 25.11 04-2020 04-2023
30.61 17.84 33.1 15.64 7.65 24.3 03-2020 03-2023
16.83 16.09 21.06 12.04 3.2 16.5 02-2020 02-2023
16.1 17.64 21.26 12.64 3.1 16.91 01-2020 01-2023
16.36 18.79 20.72 14.5 2.36 17.59 12-2019 12-2022
18.01 18.59 20.26 16.37 1.39 18.31 11-2019 11-2022
17.73 17.32 20.6 14.53 2.15 17.55 10-2019 10-2022
21.66 22.05 26.87 17.04 3.48 21.91 09-2019 09-2022
23.76 24.26 27.1 21 2.16 24.03 08-2019 08-2022
18.37 17.05 21.95 13.61 2.99 17.75 07-2019 07-2022
14.14 16.06 18.76 11.55 2.64 15.13 06-2019 06-2022
18.49 19.84 23.93 14.58 3.34 19.21 05-2019 05-2022

Rolling return for 5 year

Average return: 16.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.87 20.63 26 17.64 3.06 21.79 04-2020 04-2025
24.63 19.44 28.49 15.85 4.83 22.1 03-2020 03-2025
17.1 17.36 20.34 14.19 2.18 17.25 02-2020 02-2025
16.33 17.45 19.61 14.24 1.94 16.91 01-2020 01-2025
17.25 18.34 19.49 16.12 1.25 17.8 12-2019 12-2024
17.52 19.26 20.27 16.54 1.46 18.4 11-2019 11-2024
20.39 21.78 23.82 18.41 1.97 21.1 10-2019 10-2024
24.56 23.54 26.44 21.7 1.71 24.06 09-2019 09-2024
25.18 25.09 26.79 23.5 1.16 25.14 08-2019 08-2024
22.93 22.24 25.28 19.94 1.9 22.6 07-2019 07-2024
18.19 20.67 22.34 16.57 2.22 19.44 06-2019 06-2024
20.35 20.18 22.63 17.95 1.66 20.28 05-2019 05-2024
19.56 19.6 20.8 18.38 0.86 19.58 04-2019 04-2024
20.03 19.63 22.46 17.25 1.85 19.84 03-2019 03-2024
20.82 21.04 23.03 18.86 1.48 20.94 02-2019 02-2024
19.21 19.68 21.94 17 1.75 19.46 01-2019 01-2024
17.17 18.39 20.46 15.16 1.92 17.8 12-2018 12-2023
14.28 15.2 16.65 12.86 1.38 14.75 11-2018 11-2023
14.54 11.91 16.05 10.45 2.19 13.24 10-2018 10-2023
11.07 11.84 12.96 9.97 1.09 11.46 09-2018 09-2023
11.21 10.45 12.27 9.41 1.05 10.84 08-2018 08-2023
13.53 12.08 15.46 10.21 1.93 12.82 07-2018 07-2023
12.89 12.03 13.95 10.99 1.09 12.46 06-2018 06-2023
12.49 11.42 13.43 10.49 1.11 11.96 05-2018 05-2023
11.35 10.94 12.45 9.85 0.93 11.15 04-2018 04-2023
10.58 10.36 11.83 9.12 0.96 10.47 03-2018 03-2023
10.16 10.57 12.54 8.24 1.53 10.38 02-2018 02-2023
10.73 12.46 13.66 9.56 1.57 11.6 01-2018 01-2023
12.54 13.65 15.06 11.17 1.43 13.11 12-2017 12-2022
13.78 13.42 15.07 12.14 1.04 13.6 11-2017 11-2022
14.1 12.75 15.76 11.13 1.71 13.44 10-2017 10-2022
14.61 15.64 17.53 12.77 1.72 15.14 09-2017 09-2022
15.68 16.23 17.55 14.39 1.13 15.96 08-2017 08-2022
15.6 15.18 17.68 13.14 1.61 15.4 07-2017 07-2022
15.16 17.02 17.93 14.27 1.45 16.09 06-2017 06-2022
16.92 18.38 20.12 15.23 1.8 17.66 05-2017 05-2022
17.19 18.58 20.13 15.68 1.65 17.89 04-2017 04-2022
16.42 17.48 18.71 15.22 1.29 16.96 03-2017 03-2022
16.56 16.81 18.94 14.48 1.58 16.7 02-2017 02-2022
17.16 18.6 19.92 15.88 1.52 17.89 01-2017 01-2022
17.52 18.28 19.56 16.26 1.2 17.91 12-2016 12-2021
19.89 19.18 21.68 17.43 1.52 19.55 11-2016 11-2021
18.5 19.63 21.07 17.09 1.46 19.07 10-2016 10-2021
16.52 18.04 19.46 15.13 1.62 17.29 09-2016 09-2021
15.79 15.86 17.4 14.26 1.11 15.83 08-2016 08-2021
16.6 16.2 17.92 14.9 1.08 16.41 07-2016 07-2021
19 19.24 20.53 17.72 1 19.12 06-2016 06-2021
17.05 18.58 19.76 15.9 1.47 17.82 05-2016 05-2021
15.73 16.3 17.54 14.51 1.09 16.02 04-2016 04-2021
18.66 18.55 21.02 16.24 1.69 18.62 03-2016 03-2021
17.04 17.97 21.48 13.66 2.78 17.54 02-2016 02-2021
14.96 15.23 17.33 12.9 1.57 15.11 01-2016 01-2021
15.33 15.23 17.41 13.19 1.49 15.29 12-2015 12-2020
12.98 14.73 16.16 11.58 1.73 13.86 11-2015 11-2020
13.56 12.64 14.75 11.47 1.2 13.11 10-2015 10-2020
14.77 15.51 17.2 13.12 1.47 15.15 09-2015 09-2020
15.67 13.23 17.6 11.36 2.37 14.46 08-2015 08-2020
10.21 11.92 13.17 8.99 1.6 11.07 07-2015 07-2020
9.65 10.72 12.49 7.92 1.66 10.2 06-2015 06-2020
8.4 8.66 10.12 6.96 1.12 8.54 05-2015 05-2020

Rolling return for 7 year

Average return: 13.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.32 13.25 14.35 11.24 1.15 12.79 04-2018 04-2025
12.14 13.53 14.62 11.08 1.34 12.84 03-2018 03-2025
12.21 12.99 14.42 10.81 1.31 12.61 02-2018 02-2025
12.4 13.79 14.65 11.55 1.2 13.1 01-2018 01-2025
14.24 14.79 15.8 13.24 0.93 14.52 12-2017 12-2024
14.63 15.34 16.54 13.45 1.12 14.99 11-2017 11-2024
16.98 17.12 19.34 14.79 1.61 17.06 10-2017 10-2024
18.56 18.46 19.84 17.2 0.93 18.52 09-2017 09-2024
18.9 19.03 19.99 17.95 0.72 18.97 08-2017 08-2024
19.57 19.36 21.2 17.75 1.22 19.47 07-2017 07-2024
17.76 20.03 20.7 17.11 1.5 18.9 06-2017 06-2024
18.68 19.04 20.28 17.45 1.01 18.86 05-2017 05-2024
18.63 18.4 19.5 17.54 0.7 18.52 04-2017 04-2024
18.66 19.48 20.37 17.78 0.96 19.07 03-2017 03-2024
19.4 19.41 20.95 17.87 1.09 19.41 02-2017 02-2024
18.3 19.29 20.23 17.37 1.07 18.8 01-2017 01-2024
17.1 18.52 19.44 16.2 1.25 17.82 12-2016 12-2023
16.46 16.44 18.18 14.75 1.21 16.46 11-2016 11-2023
14.95 15.04 16.03 13.97 0.73 15 10-2016 10-2023
15.37 15.78 16.77 14.39 0.85 15.58 09-2016 09-2023
15.92 15.6 16.71 14.83 0.67 15.77 08-2016 08-2023
16.04 16.22 17.44 14.83 0.92 16.13 07-2016 07-2023
16.24 16.12 17.02 15.35 0.59 16.18 06-2016 06-2023
16.41 16.28 17.11 15.59 0.54 16.35 05-2016 05-2023
15.47 15.4 16.29 14.6 0.6 15.44 04-2016 04-2023
16.04 15.27 16.98 14.34 0.97 15.66 03-2016 03-2023
16.61 15.94 18.4 14.19 1.51 16.28 02-2016 02-2023
16.35 17.01 18.53 14.85 1.32 16.69 01-2016 01-2023
17.8 18.08 19.67 16.23 1.22 17.95 12-2015 12-2022
18.65 18.56 19.62 17.6 0.71 18.61 11-2015 11-2022
18.39 18.04 19.62 16.83 0.99 18.22 10-2015 10-2022
19.23 20.13 21.39 18 1.24 19.69 09-2015 09-2022
20.05 18.19 21.43 16.84 1.75 19.13 08-2015 08-2022
15.57 16.12 17.05 14.65 0.87 15.85 07-2015 07-2022
15.94 16.59 17.93 14.63 1.19 16.27 06-2015 06-2022
17.46 18.6 19.74 16.34 1.27 18.04 05-2015 05-2022
17.81 18.37 19.91 16.29 1.3 18.09 04-2015 04-2022
16.74 16.65 18.37 15.04 1.18 16.7 03-2015 03-2022
15.32 15.66 16.99 14 1.06 15.49 02-2015 02-2022
15.46 15.99 17.4 14.08 1.19 15.73 01-2015 01-2022
14.87 14.1 16.29 12.71 1.29 14.49 12-2014 12-2021
13.64 13.94 14.85 12.74 0.75 13.79 11-2014 11-2021
14.05 14.58 15.81 12.84 1.07 14.32 10-2014 10-2021
12.21 12.57 14.22 10.59 1.29 12.4 09-2014 09-2021
10.88 10.95 11.98 9.86 0.75 10.92 08-2014 08-2021
10.37 10.13 11.26 9.25 0.72 10.25 07-2014 07-2021
10.68 10.18 11.7 9.18 0.91 10.43 06-2014 06-2021
11.54 9.71 13.38 7.93 2.03 10.64 05-2014 05-2021
11.02 11.4 12.25 10.17 0.75 11.21 04-2014 04-2021
13.58 13.07 15.19 11.49 1.32 13.33 03-2014 03-2021
11.92 14.53 14.94 11.52 1.52 13.23 02-2014 02-2021
11.67 12.14 13.31 10.51 1 11.91 01-2014 01-2021
11.24 11.62 12.67 10.2 0.88 11.43 12-2013 12-2020
9.64 10.73 11.84 8.56 1.22 10.19 11-2013 11-2020
9.91 9.28 10.73 8.47 0.83 9.6 10-2013 10-2020
10.46 10.43 12.12 8.79 1.18 10.45 09-2013 09-2020
11.9 11.06 13.24 9.75 1.27 11.49 08-2013 08-2020
9.45 9.91 11.54 7.85 1.31 9.69 07-2013 07-2020
8.6 9.24 10.6 7.26 1.2 8.93 06-2013 06-2020
6.77 6.85 7.97 5.66 0.82 6.81 05-2013 05-2020
5.21 7.3 8.53 4.01 1.76 6.26 04-2013 04-2020
3.92 7.96 9.49 2.47 2.86 5.96 03-2013 03-2020
8.26 8.73 10.22 6.79 1.22 8.5 02-2013 02-2020
9.32 8.82 10.75 7.42 1.19 9.08 01-2013 01-2020
10.66 10.77 11.43 10.01 0.5 10.72 12-2012 12-2019
11.31 11.18 11.98 10.51 0.52 11.25 11-2012 11-2019
10.14 10.47 11.45 9.17 0.81 10.31 10-2012 10-2019
8.99 9.43 10.82 7.63 1.14 9.22 09-2012 09-2019
9.16 9.09 10.22 8.04 0.77 9.13 08-2012 08-2019
10.29 11.43 12.25 9.49 1.06 10.87 07-2012 07-2019
12.68 12.13 13.79 11.03 0.99 12.41 06-2012 06-2019
12 12.06 13.62 10.46 1.12 12.04 05-2012 05-2019
11.58 11.66 12.38 10.87 0.53 11.62 04-2012 04-2019
10.67 10.64 12.54 8.8 1.32 10.66 03-2012 03-2019
8.98 9.05 10.26 7.79 0.87 9.02 02-2012 02-2019
10.33 9.62 11.81 8.16 1.31 9.98 01-2012 01-2019
9.76 9.14 11.12 7.8 1.19 9.46 12-2011 12-2018
9.6 8.1 10.58 7.15 1.32 8.86 11-2011 11-2018
8.36 9.21 11.21 6.41 1.72 8.8 10-2011 10-2018
10.92 10.3 11.71 9.52 0.8 10.61 09-2011 09-2018
10.91 10.17 12.22 8.89 1.21 10.55 08-2011 08-2018
6.99 8.25 9.28 5.98 1.25 7.62 07-2011 07-2018
7.02 6.78 8.33 5.48 1.01 6.9 06-2011 06-2018
6.53 6.36 7.9 5.01 1.02 6.45 05-2011 05-2018

Rolling return for 10 year

Average return: 8.89
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.74 14.14 15.18 12.72 0.88 13.95 04-2015 04-2025
13.79 14.36 15.54 12.62 1.05 14.08 03-2015 03-2025
13.5 14.14 15.06 12.59 0.9 13.82 02-2015 02-2025
14.31 14.93 15.91 13.35 0.93 14.62 01-2015 01-2025
15.41 14.97 16.5 13.88 0.94 15.19 12-2014 12-2024
14.34 15.03 15.67 13.71 0.73 14.69 11-2014 11-2024
15.56 16.32 17.19 14.7 0.92 15.94 10-2014 10-2024
16.45 16.14 17.32 15.27 0.73 16.3 09-2014 09-2024
16.45 16.44 17.19 15.7 0.53 16.45 08-2014 08-2024
15.65 15.92 16.75 14.82 0.69 15.79 07-2014 07-2024
14.08 14.96 16.07 12.99 1.13 14.53 06-2014 06-2024
16.49 14.92 17.59 13.84 1.44 15.71 05-2014 05-2024
16.71 16.69 17.31 16.09 0.43 16.7 04-2014 04-2024
17.42 17.07 18.6 15.9 0.96 17.25 03-2014 03-2024
17.43 18.2 18.5 17.13 0.56 17.81 02-2014 02-2024
16.15 16.62 17.48 15.31 0.79 16.39 01-2014 01-2024
14.52 15.35 16.11 13.77 0.88 14.94 12-2013 12-2023
13.39 13.77 14.56 12.6 0.71 13.58 11-2013 11-2023
13.27 12.97 14.01 12.23 0.64 13.12 10-2013 10-2023
13.52 13.27 14.48 12.32 0.77 13.4 09-2013 09-2023
14.15 13.14 14.69 12.61 0.82 13.65 08-2013 08-2023
12.7 12.48 13.65 11.54 0.75 12.59 07-2013 07-2023
12.38 11.94 12.91 11.42 0.55 12.16 06-2013 06-2023
11.77 11.42 12.24 10.96 0.47 11.6 05-2013 05-2023
11.74 11.39 12.29 10.85 0.52 11.57 04-2013 04-2023
11.3 10.83 11.93 10.21 0.63 11.07 03-2013 03-2023
10.76 10.88 11.95 9.71 0.79 10.82 02-2013 02-2023
11.31 11.39 12.77 9.95 1 11.36 01-2013 01-2023
12.34 13.12 13.59 11.88 0.66 12.73 12-2012 12-2022
13.28 13.35 13.92 12.71 0.43 13.32 11-2012 11-2022
12.37 12.48 13.18 11.67 0.54 12.43 10-2012 10-2022
12.65 13.07 14.07 11.66 0.86 12.86 09-2012 09-2022
13.35 13.43 14.26 12.53 0.61 13.39 08-2012 08-2022
12.66 13.09 13.67 12.08 0.58 12.88 07-2012 07-2022
13.12 13.29 14.47 11.95 0.89 13.21 06-2012 06-2022
13.91 14.34 15.45 12.81 0.95 14.13 05-2012 05-2022
13.4 14.3 14.82 12.9 0.75 13.86 04-2012 04-2022
12.59 12.34 13.69 11.25 0.87 12.47 03-2012 03-2022
11.32 11.59 12.46 10.47 0.71 11.46 02-2012 02-2022
12.55 12.3 13.87 11 1.02 12.43 01-2012 01-2022
12.14 11.7 13.11 10.74 0.85 11.92 12-2011 12-2021
12.18 11.23 13.01 10.41 0.98 11.71 11-2011 11-2021
11.79 11.57 12.99 10.38 0.93 11.68 10-2011 10-2021
10.67 11.07 12.06 9.69 0.85 10.87 09-2011 09-2021
10.02 9.37 10.79 8.62 0.8 9.7 08-2011 08-2021
8.7 8.59 9.31 7.98 0.47 8.64 07-2011 07-2021
9.39 8.99 10.1 8.29 0.66 9.19 06-2011 06-2021
7.84 7.99 9.08 6.76 0.82 7.92 05-2011 05-2021
6.51 6.82 7.34 5.99 0.49 6.67 04-2011 04-2021
7.54 7.67 8.61 6.62 0.71 7.61 03-2011 03-2021
6.88 8.04 8.89 6.05 1.08 7.46 02-2011 02-2021
6.43 6.07 7.52 5 0.9 6.25 01-2011 01-2021
5.54 5.97 6.48 5.03 0.53 5.75 12-2010 12-2020
4.77 4.99 6.24 3.55 0.95 4.89 11-2010 11-2020
3.86 4.1 4.4 3.56 0.31 3.98 10-2010 10-2020
4.43 4.8 5.53 3.71 0.66 4.62 09-2010 09-2020
5 5.63 5.87 4.76 0.45 5.31 08-2010 08-2020
4.25 5.2 5.64 3.82 0.73 4.73 07-2010 07-2020
3.93 4.37 5.27 3.04 0.8 4.15 06-2010 06-2020
3.53 3.68 4.35 2.87 0.53 3.61 05-2010 05-2020
1.97 3.67 4.21 1.44 1.15 2.82 04-2010 04-2020
1.16 4.52 4.93 0.77 1.89 2.84 03-2010 03-2020
4.64 5.53 5.97 4.21 0.7 5.09 02-2010 02-2020
5.19 5.23 6.15 4.28 0.66 5.21 01-2010 01-2020
5.78 5.69 6.29 5.18 0.39 5.73 12-2009 12-2019
6.52 5.95 6.97 5.5 0.56 6.23 11-2009 11-2019
5.79 5.72 6.67 4.85 0.64 5.76 10-2009 10-2019
4.77 5.29 5.99 4.07 0.7 5.03 09-2009 09-2019
4.92 5.09 5.63 4.38 0.45 5 08-2009 08-2019
6.36 6.4 7.67 5.1 0.91 6.38 07-2009 07-2019
6.86 6.04 7.6 5.31 0.86 6.45 06-2009 06-2019
7.39 6.15 8.48 5.09 1.28 6.78 05-2009 05-2019
9.12 8.39 9.67 7.85 0.69 8.76 04-2009 04-2019
10.29 9.62 11.6 8.35 1.17 9.96 03-2009 03-2019
9.42 9.59 10.32 8.7 0.58 9.51 02-2009 02-2019
9.91 9.34 10.95 8.31 0.95 9.63 01-2009 01-2019
9.74 8.99 10.7 8.06 0.97 9.37 12-2008 12-2018
10.6 9.18 11.29 8.5 1.11 9.89 11-2008 11-2018
10.68 7.29 12.71 5.36 2.86 9.01 10-2008 10-2018
7.16 6.47 7.7 5.94 0.67 6.82 09-2008 09-2018
6.53 6.37 7.4 5.51 0.67 6.45 08-2008 08-2018
5.97 5.95 7.55 4.39 1.12 5.96 07-2008 07-2018
5.55 5.33 6.45 4.43 0.72 5.44 06-2008 06-2018
4.28 3.93 5.22 3 0.79 4.11 05-2008 05-2018
4.31 3.96 5.02 3.27 0.63 4.14 04-2008 04-2018
4.68 4.59 5.38 3.9 0.52 4.64 03-2008 03-2018
4.63 4.05 5.55 3.14 0.88 4.34 02-2008 02-2018
4.9 2.01 5.46 1.47 1.74 3.46 01-2008 01-2018
2.79 2.52 3.43 1.89 0.55 2.66 12-2007 12-2017
3.11 2.95 3.86 2.21 0.59 3.03 11-2007 11-2017
4.07 3.35 5.45 2 1.25 3.72 10-2007 10-2017
5.7 4.95 6.56 4.1 0.91 5.33 09-2007 09-2017
6.77 6.4 7.37 5.81 0.57 6.59 08-2007 08-2017
5.56 5.8 6.7 4.67 0.72 5.68 07-2007 07-2017
5.92 5.81 6.33 5.39 0.33 5.86 06-2007 06-2017
6.07 6.03 6.84 5.26 0.56 6.05 05-2007 05-2017
7.5 6.64 8.2 5.95 0.85 7.07 04-2007 04-2017
7.44 7.08 8 6.52 0.54 7.26 03-2007 03-2017
6.47 6.56 7.43 5.61 0.64 6.52 02-2007 02-2017
5.89 5.82 6.47 5.24 0.44 5.86 01-2007 01-2017
5.99 5.69 6.56 5.12 0.52 5.84 12-2006 12-2016
4.93 5.5 6.02 4.41 0.6 5.21 11-2006 11-2016
6.04 6.26 6.68 5.62 0.38 6.15 10-2006 10-2016
5.96 6.17 6.6 5.53 0.39 6.06 09-2006 09-2016
6.5 6.04 7.21 5.34 0.68 6.27 08-2006 08-2016
6.63 6.44 7.42 5.66 0.63 6.54 07-2006 07-2016
7.07 5.93 7.65 5.36 0.9 6.5 06-2006 06-2016
5.13 3.33 5.65 2.81 1.19 4.23 05-2006 05-2016
4.34 4.32 4.89 3.77 0.4 4.33 04-2006 04-2016
4.5 4.63 5.58 3.56 0.72 4.57 03-2006 03-2016
4.35 5.39 5.9 3.86 0.81 4.88 02-2006 02-2016
5.24 5.93 6.19 4.98 0.49 5.58 01-2006 01-2016
5.89 6.01 6.88 5.02 0.66 5.95 12-2005 12-2015
6.92 6.34 7.59 5.68 0.71 6.63 11-2005 11-2015
6.85 6.55 7.85 5.56 0.82 6.7 10-2005 10-2015
5.94 5.88 6.71 5.12 0.56 5.91 09-2005 09-2015
6.27 7.99 8.3 5.97 1.02 7.13 08-2005 08-2015
8.8 8.76 9.41 8.16 0.44 8.78 07-2005 07-2015
8.69 8.81 9.56 7.95 0.57 8.75 06-2005 06-2015
9.01 9.15 9.75 8.42 0.47 9.08 05-2005 05-2015

Rolling return for 12 year

Average return: 9.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.24 12.66 13.42 11.49 0.7 12.45 04-2013 04-2025
12.09 12.6 13.53 11.18 0.85 12.35 03-2013 03-2025
11.86 12.24 13.14 10.97 0.78 12.05 02-2013 02-2025
12.19 12.34 13.5 11.05 0.87 12.27 01-2013 01-2025
13.36 13.86 14.26 12.97 0.49 13.61 12-2012 12-2024
13.86 14.48 14.96 13.38 0.6 14.17 11-2012 11-2024
14.3 15.05 15.65 13.72 0.73 14.68 10-2012 10-2024
15.23 15.1 15.95 14.38 0.56 15.16 09-2012 09-2024
15.57 15.49 16.19 14.88 0.46 15.53 08-2012 08-2024
15.39 15.81 16.31 14.9 0.52 15.6 07-2012 07-2024
14.94 15.61 16.61 13.96 0.97 15.28 06-2012 06-2024
15.41 15.37 16.31 14.48 0.65 15.39 05-2012 05-2024
14.84 14.9 15.33 14.41 0.33 14.87 04-2012 04-2024
14.48 14.3 15.44 13.34 0.75 14.39 03-2012 03-2024
13.77 13.9 14.63 13.04 0.56 13.84 02-2012 02-2024
13.95 13.71 15.03 12.64 0.85 13.83 01-2012 01-2024
12.79 12.9 14.1 11.61 0.88 12.85 12-2011 12-2023
11.53 11.01 12.49 10.06 0.88 11.27 11-2011 11-2023
10.89 10.33 11.5 9.73 0.66 10.61 10-2011 10-2023
10.98 10.94 11.77 10.16 0.57 10.96 09-2011 09-2023
11.04 10.29 11.48 9.85 0.63 10.66 08-2011 08-2023
9.67 9.83 10.44 9.07 0.49 9.75 07-2011 07-2023
9.43 8.93 9.86 8.51 0.51 9.18 06-2011 06-2023
8.97 8.44 9.35 8.06 0.49 8.71 05-2011 05-2023
7.85 7.86 8.29 7.42 0.31 7.86 04-2011 04-2023
7.9 7.63 8.41 7.13 0.46 7.77 03-2011 03-2023
8.28 8.53 9.25 7.57 0.6 8.41 02-2011 02-2023
8.56 8.51 9.75 7.34 0.85 8.54 01-2011 01-2023
8.44 9 9.44 8.01 0.54 8.72 12-2010 12-2022
9.17 8.62 9.69 8.11 0.59 8.9 11-2010 11-2022
8.01 8.4 8.66 7.75 0.35 8.21 10-2010 10-2022
8.47 8.98 9.61 7.85 0.65 8.73 09-2010 09-2022
9.05 9.56 9.78 8.84 0.38 9.31 08-2010 08-2022
8.17 8.61 8.98 7.8 0.45 8.39 07-2010 07-2022
8.33 8.63 9.41 7.56 0.66 8.48 06-2010 06-2022
9.33 9.97 10.56 8.74 0.68 9.65 05-2010 05-2022
9.46 10.11 10.59 8.98 0.61 9.79 04-2010 04-2022
8.77 9.3 9.65 8.42 0.47 9.04 03-2010 03-2022
8.46 9 9.38 8.09 0.49 8.73 02-2010 02-2022
8.07 8.34 9.12 7.29 0.65 8.21 01-2010 01-2022
7.74 8 8.52 7.23 0.47 7.87 12-2009 12-2021
8.64 8.44 9.31 7.77 0.55 8.54 11-2009 11-2021
8.37 8.54 9.34 7.57 0.63 8.45 10-2009 10-2021
7.32 7.83 8.44 6.72 0.63 7.58 09-2009 09-2021
6.92 7.08 7.54 6.47 0.38 7 08-2009 08-2021
7.66 7.1 8.16 6.59 0.59 7.38 07-2009 07-2021
7.72 6.98 8.3 6.41 0.72 7.35 06-2009 06-2021
7.58 6.67 8.61 5.65 1.09 7.13 05-2009 05-2021
8.26 7.9 8.96 7.2 0.64 8.08 04-2009 04-2021
10.32 9.59 11.23 8.69 0.93 9.96 03-2009 03-2021
8.95 10.04 10.65 8.34 0.9 9.49 02-2009 02-2021
9.59 9.19 10.53 8.26 0.81 9.39 01-2009 01-2021
9.71 9.11 10.53 8.3 0.82 9.41 12-2008 12-2020
9.26 8.78 10.53 7.53 1.07 9.03 11-2008 11-2020
9.68 5.72 10.16 5.27 2.22 7.71 10-2008 10-2020
5.52 5.43 6.44 4.51 0.68 5.47 09-2008 09-2020
5.37 5.25 6.1 4.53 0.56 5.31 08-2008 08-2020
5.57 5.42 6.74 4.26 0.88 5.5 07-2008 07-2020
4.74 4.94 5.87 3.82 0.73 4.84 06-2008 06-2020
2.98 2.61 3.66 1.93 0.63 2.79 05-2008 05-2020
1.73 2.72 3.59 0.87 1.02 2.23 04-2008 04-2020
1.33 3.81 4.47 0.7 1.6 2.58 03-2008 03-2020
3.99 3.84 5.09 2.75 0.83 3.92 02-2008 02-2020
4.61 2.52 5.4 1.75 1.49 3.57 01-2008 01-2020
3.49 3.15 3.91 2.74 0.43 3.32 12-2007 12-2019
3.86 3.47 4.23 3.1 0.42 3.67 11-2007 11-2019
4.86 3.82 5.58 3.11 0.95 4.34 10-2007 10-2019
5.55 5.23 6.57 4.22 0.84 5.39 09-2007 09-2019
6.39 6.19 6.99 5.59 0.5 6.29 08-2007 08-2019
6.54 6.88 7.64 5.79 0.67 6.71 07-2007 07-2019
7.64 7.82 8.26 7.2 0.38 7.73 06-2007 06-2019
7.45 7.66 8.35 6.76 0.57 7.55 05-2007 05-2019
8.92 8.06 9.38 7.61 0.7 8.49 04-2007 04-2019
8.71 9 9.78 7.94 0.66 8.86 03-2007 03-2019
7.99 7.99 8.72 7.26 0.52 7.99 02-2007 02-2019
7.52 7.81 8.36 6.97 0.5 7.66 01-2007 01-2019
7.74 7.78 8.52 7 0.54 7.76 12-2006 12-2018
7.61 7.73 8.17 7.17 0.36 7.67 11-2006 11-2018
7.63 8.92 9.28 7.28 0.84 8.28 10-2006 10-2018
9.19 9.28 9.65 8.83 0.29 9.24 09-2006 09-2018
9.9 9.64 10.65 8.9 0.63 9.77 08-2006 08-2018
9.13 9.65 10.49 8.31 0.79 9.4 07-2006 07-2018
9.88 9.19 10.66 8.41 0.83 9.54 06-2006 06-2018
8.47 7.27 9.28 6.47 1.08 7.87 05-2006 05-2018
7.74 7.85 8.34 7.25 0.39 7.79 04-2006 04-2018
8.5 8.28 9.1 7.68 0.51 8.39 03-2006 03-2018
8.85 9.22 9.65 8.42 0.45 9.04 02-2006 02-2018
9.24 9.5 9.72 9.02 0.26 9.37 01-2006 01-2018
9.85 9.67 10.42 9.11 0.47 9.76 12-2005 12-2017
10.71 10.3 11.38 9.64 0.63 10.51 11-2005 11-2017
10.38 10.47 11.6 9.27 0.82 10.43 10-2005 10-2017
9.84 9.87 10.58 9.13 0.51 9.86 09-2005 09-2017
10.14 10.39 10.66 9.88 0.29 10.27 08-2005 08-2017
9.89 10.33 10.88 9.34 0.57 10.11 07-2005 07-2017
10.18 9.9 10.53 9.55 0.36 10.04 06-2005 06-2017
10.59 10.76 11.26 10.09 0.42 10.68 05-2005 05-2017
10.89 10.81 11.49 10.22 0.45 10.85 04-2005 04-2017
10.25 9.84 10.73 9.37 0.5 10.05 03-2005 03-2017

Rolling return for 15 year

Average return: 9.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.51 9.04 9.42 8.13 0.49 8.78 04-2010 04-2025
8.45 9.28 9.56 8.17 0.57 8.87 03-2010 03-2025
8.64 9.33 9.64 8.34 0.52 8.99 02-2010 02-2025
8.78 9.16 9.79 8.15 0.6 8.97 01-2010 01-2025
9.47 9.75 10.16 9.06 0.4 9.61 12-2009 12-2024
10.07 10.21 10.92 9.37 0.55 10.14 11-2009 11-2024
10.45 10.83 11.48 9.79 0.61 10.64 10-2009 10-2024
10.99 11.05 11.55 10.5 0.37 11.02 09-2009 09-2024
11.28 11.37 11.75 10.9 0.3 11.32 08-2009 08-2024
11.62 11.44 12.32 10.73 0.57 11.53 07-2009 07-2024
10.51 10.7 11.79 9.44 0.83 10.61 06-2009 06-2024
11.55 10.63 12.25 9.95 0.88 11.09 05-2009 05-2024
12.5 12 12.89 11.62 0.48 12.25 04-2009 04-2024
13.45 12.86 14.21 12.11 0.77 13.16 03-2009 03-2024
13.1 13.28 13.78 12.6 0.42 13.19 02-2009 02-2024
12.93 12.68 13.78 11.83 0.7 12.8 01-2009 01-2024
12.17 12.04 13.2 11.01 0.78 12.11 12-2008 12-2023
11.81 11.15 12.58 10.39 0.81 11.48 11-2008 11-2023
11.95 8.81 12.44 8.33 1.83 10.38 10-2008 10-2023
8.45 8.23 9.06 7.62 0.52 8.34 09-2008 09-2023
8.07 7.71 8.41 7.37 0.39 7.89 08-2008 08-2023
8.43 7.95 9.04 7.35 0.62 8.19 07-2008 07-2023
7.94 7.52 8.28 7.18 0.42 7.73 06-2008 06-2023
6.95 6.37 7.24 6.07 0.46 6.66 05-2008 05-2023
6.61 6.24 6.96 5.89 0.4 6.43 04-2008 04-2023
6.61 6.48 7.01 6.08 0.33 6.54 03-2008 03-2023
6.44 6.18 7.2 5.43 0.63 6.31 02-2008 02-2023
6.81 5.38 7.74 4.47 1.26 6.1 01-2008 01-2023
5.95 6.11 6.73 5.33 0.5 6.03 12-2007 12-2022
6.55 6.33 6.95 5.93 0.37 6.44 11-2007 11-2022
7.31 6.39 7.83 5.88 0.76 6.85 10-2007 10-2022
8.59 8.4 9.5 7.49 0.71 8.5 09-2007 09-2022
9.66 9.58 10.24 9 0.44 9.62 08-2007 08-2022
8.81 8.84 9.46 8.19 0.45 8.82 07-2007 07-2022
8.91 9.42 9.78 8.55 0.47 9.16 06-2007 06-2022
9.57 9.99 10.56 9.01 0.57 9.78 05-2007 05-2022
10.64 10.48 11.55 9.57 0.7 10.56 04-2007 04-2022
10.35 10.44 11.07 9.73 0.47 10.4 03-2007 03-2022
9.73 9.88 10.47 9.14 0.47 9.8 02-2007 02-2022
9.52 9.92 10.37 9.07 0.48 9.72 01-2007 01-2022
9.7 9.73 10.33 9.1 0.44 9.71 12-2006 12-2021
9.69 9.87 10.24 9.33 0.33 9.78 11-2006 11-2021
10.04 10.54 10.83 9.75 0.42 10.29 10-2006 10-2021
9.37 9.99 10.28 9.08 0.48 9.68 09-2006 09-2021
9.51 9.22 10.02 8.71 0.47 9.37 08-2006 08-2021
9.86 9.6 10.27 9.19 0.39 9.73 07-2006 07-2021
10.91 10.19 11.38 9.72 0.64 10.55 06-2006 06-2021
8.96 8.18 9.8 7.36 0.91 8.57 05-2006 05-2021
8 8.17 8.56 7.61 0.34 8.09 04-2006 04-2021
9.02 9.08 9.74 8.36 0.49 9.05 03-2006 03-2021
8.42 9.43 9.78 8.08 0.7 8.93 02-2006 02-2021
8.38 8.94 9.12 8.21 0.38 8.66 01-2006 01-2021
8.95 9 9.6 8.35 0.44 8.97 12-2005 12-2020
8.9 9.07 9.92 8.06 0.66 8.99 11-2005 11-2020
9.04 8.54 9.42 8.16 0.48 8.79 10-2005 10-2020
8.81 9 9.57 8.24 0.48 8.91 09-2005 09-2020
9.31 9.71 9.92 9.11 0.32 9.51 08-2005 08-2020
9.27 9.8 10.24 8.84 0.53 9.54 07-2005 07-2020
9.01 9.44 9.95 8.51 0.53 9.23 06-2005 06-2020
8.81 8.99 9.38 8.41 0.35 8.9 05-2005 05-2020
7.93 8.97 9.51 7.4 0.83 8.45 04-2005 04-2020
7.17 9.11 9.81 6.48 1.36 8.14 03-2005 03-2020