NIFTY FINANCIAL SERVICES EX-BANK

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 4.69
Weighted mean CAGR by duration 14.62
Mean CAGR 15.41
Standard deviation CAGR 3.28
Range for CAGR 11.26

Summary

Duration Min Max Median Average XIRR (%)
1 year 2.17 43.32 22.87 23.00
3 year 0.88 28.50 13.55 13.76
5 year 3.03 28.04 12.50 11.74
7 year 7.70 22.23 14.27 14.64
10 year 7.60 23.62 15.11 15.26
12 year 6.09 22.29 15.12 15.02
15 year 7.63 19.84 14.56 14.43

Rolling return for 1 year

Average return: 23
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.48 13.78 17.46 2.17 6.15 9.72 04-2024 04-2025
10.27 17.18 23.55 4.59 7.14 13.9 03-2024 03-2025
8.55 13.37 18.13 4.18 5.22 11.06 02-2024 02-2025
8.84 15.88 20.73 4.47 6.27 12.48 01-2024 01-2025
13.98 18.3 23.01 9.62 4.98 16.23 12-2023 12-2024
22.11 20.63 30.05 13.27 5.96 21.51 11-2023 11-2024
28.8 33.03 40.96 21.55 7.03 31.09 10-2023 10-2024
36.54 37.56 43.32 31.06 4.35 37.12 09-2023 09-2024
27.59 37.08 41.89 23.27 7.39 32.46 08-2023 08-2024
27.98 30.66 33.45 25.3 3.03 29.35 07-2023 07-2024
22.73 29.23 39.14 13.99 9.19 26.27 06-2023 06-2024
34.36 35.08 43.01 26.91 5.7 34.84 05-2023 05-2024

Rolling return for 3 year

Average return: 13.76
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.83 15.09 19.03 11.03 2.83 15 04-2022 04-2025
17.13 16.9 21.65 12.56 3.22 17.06 03-2022 03-2025
14.86 13.15 18.14 10 2.94 14.04 02-2022 02-2025
11.63 11.97 15.56 8.17 2.62 11.83 01-2022 01-2025
13.68 12.77 16.61 9.94 2.38 13.25 12-2021 12-2024
11.16 9.95 13.52 7.67 2.11 10.57 11-2021 11-2024
10.86 12.74 14.24 9.4 1.84 11.81 10-2021 10-2024
13.01 13.4 14.85 11.58 1.16 13.21 09-2021 09-2024
12.17 12.65 16.21 8.73 2.65 12.44 08-2021 08-2024
14.35 14.54 15.96 12.95 1.07 14.45 07-2021 07-2024
10.45 13.58 15.17 8.93 2.47 12.03 06-2021 06-2024
13.69 14.29 16.08 11.94 1.48 14 05-2021 05-2024
16.91 14.96 18.16 13.74 1.71 15.94 04-2021 04-2024
13.18 11.89 15.19 9.94 1.91 12.55 03-2021 03-2024
13.89 11.76 15.46 10.24 1.99 12.84 02-2021 02-2024
15.94 14.02 17.53 12.47 1.91 14.99 01-2021 01-2024
16.83 15.67 18.36 14.18 1.53 16.26 12-2020 12-2023
21.06 16.61 24.13 13.72 4 18.88 11-2020 11-2023
21.73 22.77 24.1 20.42 1.35 22.26 10-2020 10-2023
24.45 21.56 26.16 19.91 2.43 23.02 09-2020 09-2023
20.5 18.54 21.89 17.19 1.8 19.53 08-2020 08-2023
21.71 20.2 22.57 19.35 1.26 20.96 07-2020 07-2023
23.96 21.1 27.05 18.15 3.31 22.57 06-2020 06-2023
26.08 23.9 28.5 21.57 2.57 25.01 05-2020 05-2023
24.33 19.42 26.8 17.1 3.84 21.91 04-2020 04-2023
25.31 6.51 27.83 4.41 10.62 16.02 03-2020 03-2023
5.56 4.39 7.42 2.58 1.76 4.99 02-2020 02-2023
5.23 5.95 7.37 3.84 1.27 5.6 01-2020 01-2023
7.04 6.85 8.92 5 1.39 6.95 12-2019 12-2022
7.93 7.21 8.94 6.21 1 7.57 11-2019 11-2022
9.86 8.34 11.11 7.13 1.51 9.11 10-2019 10-2022
11 10.44 14.05 7.48 2.33 10.74 09-2019 09-2022
12.21 11.28 14.04 9.49 1.64 11.76 08-2019 08-2022
5.93 6.51 10.54 2.07 3 6.26 07-2019 07-2022
2.66 4.26 6.09 0.88 1.93 3.47 06-2019 06-2022
6.94 6.25 10.87 2.49 2.97 6.64 05-2019 05-2022

Rolling return for 5 year

Average return: 11.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.19 22.42 26.9 19.81 2.58 23.33 04-2020 04-2025
25.16 14.76 28.04 12.19 6.7 20.04 03-2020 03-2025
12.3 12.28 14.22 10.39 1.35 12.3 02-2020 02-2025
11.49 12.92 13.83 10.61 1.25 12.21 01-2020 01-2025
13.2 13.62 14.94 11.9 1.09 13.41 12-2019 12-2024
13.12 13.45 14.55 12.03 0.9 13.29 11-2019 11-2024
15.86 16.2 17.97 14.13 1.36 16.04 10-2019 10-2024
17.89 16.76 19.04 15.63 1.27 17.33 09-2019 09-2024
15.47 16.22 17.95 13.78 1.5 15.86 08-2019 08-2024
14.99 13.4 15.96 12.46 1.36 14.2 07-2019 07-2024
10.95 12.59 13.77 9.8 1.52 11.78 06-2019 06-2024
13.81 12.33 15.24 10.94 1.61 13.08 05-2019 05-2024
13.3 12.91 14.03 12.2 0.66 13.11 04-2019 04-2024
13.65 12.61 14.86 11.43 1.27 13.14 03-2019 03-2024
15.25 15.08 16.2 14.13 0.73 15.16 02-2019 02-2024
14.62 13.64 15.57 12.71 1.07 14.13 01-2019 01-2024
14.81 13.71 15.71 12.83 1.09 14.27 12-2018 12-2023
12.66 13.47 14.37 11.78 0.96 13.07 11-2018 11-2023
14.33 13.44 15.66 12.13 1.29 13.89 10-2018 10-2023
12.29 8.93 13.21 8.04 2.18 10.62 09-2018 09-2023
7.18 7.27 7.92 6.53 0.49 7.22 08-2018 08-2023
9.12 7.48 9.58 7.03 1.07 8.3 07-2018 07-2023
7.46 8.05 9.06 6.46 0.94 7.76 06-2018 06-2023
6.29 6.41 7.51 5.21 0.81 6.36 05-2018 05-2023
5.06 5.09 6.3 3.86 0.86 5.08 04-2018 04-2023
5.39 5.82 6.65 4.56 0.75 5.61 03-2018 03-2023
5.49 5.14 6.6 4.04 0.91 5.32 02-2018 02-2023
5.53 5.71 6.81 4.44 0.84 5.62 01-2018 01-2023
6.65 6.75 7.77 5.64 0.75 6.7 12-2017 12-2022
6.91 6.18 7.51 5.59 0.73 6.55 11-2017 11-2022
5.81 5.62 6.52 4.91 0.57 5.71 10-2017 10-2022
5.98 6.41 7.73 4.69 1.09 6.2 09-2017 09-2022
7.23 7.01 8.28 5.98 0.82 7.12 08-2017 08-2022
5.31 6.3 8.03 3.62 1.6 5.81 07-2017 07-2022
4.82 6.22 6.91 4.14 1.1 5.52 06-2017 06-2022
6.44 7.44 8.77 5.14 1.33 6.95 05-2017 05-2022
8.68 9.79 10.9 7.6 1.23 9.24 04-2017 04-2022
9.31 9.81 11.95 7.22 1.68 9.57 03-2017 03-2022
11.02 13.13 13.94 10.24 1.51 12.08 02-2017 02-2022
15.82 15.51 18.04 13.34 1.67 15.68 01-2017 01-2022
16.83 16.79 19.2 14.47 1.67 16.82 12-2016 12-2021
17.28 15.05 19.55 12.87 2.49 16.19 11-2016 11-2021
14.7 14.73 15.61 13.83 0.63 14.72 10-2016 10-2021
15.17 14.93 16.05 14.06 0.71 15.05 09-2016 09-2021
14.19 14.66 16.35 12.54 1.36 14.44 08-2016 08-2021
15.33 13.76 16.19 12.92 1.28 14.55 07-2016 07-2021
16.13 16.08 17.1 15.12 0.7 16.11 06-2016 06-2021
16.41 15.76 17.5 14.69 1.02 16.09 05-2016 05-2021
16.17 16.65 18.1 14.74 1.2 16.41 04-2016 04-2021
18.28 18.77 20.36 16.72 1.3 18.53 03-2016 03-2021
19.37 18.74 21.72 16.44 1.88 19.07 02-2016 02-2021
16.14 15.42 18.28 13.34 1.77 15.8 01-2016 01-2021
14.32 14.45 15.9 12.88 1.07 14.39 12-2015 12-2020
10.03 12.89 14.23 8.74 2.19 11.47 11-2015 11-2020
8.54 8.29 9.24 7.59 0.59 8.41 10-2015 10-2020
8.19 9.27 10.63 6.86 1.39 8.74 09-2015 09-2020
9.36 8.53 11.2 6.73 1.61 8.96 08-2015 08-2020
7.56 7.89 8.84 6.63 0.79 7.73 07-2015 07-2020
6.48 7.8 9.59 4.74 1.78 7.15 06-2015 06-2020
4.33 5.3 6.63 3.03 1.32 4.82 05-2015 05-2020

Rolling return for 7 year

Average return: 14.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.15 10.94 11.86 9.25 0.96 10.55 04-2018 04-2025
10.64 11.82 12.45 10.02 0.96 11.23 03-2018 03-2025
10.28 10.53 11.62 9.2 0.86 10.41 02-2018 02-2025
9.89 10.71 11.53 9.08 0.91 10.3 01-2018 01-2025
11.11 11.57 12.33 10.36 0.72 11.34 12-2017 12-2024
10.86 10.87 11.86 9.88 0.7 10.87 11-2017 11-2024
11.09 11.85 12.53 10.42 0.79 11.47 10-2017 10-2024
12.11 11.91 12.89 11.14 0.62 12.01 09-2017 09-2024
10.87 11.63 12.57 9.95 0.96 11.26 08-2017 08-2024
11.85 11.23 12.52 10.57 0.72 11.54 07-2017 07-2024
10.14 11.62 12.14 9.64 1.03 10.88 06-2017 06-2024
11.43 11.44 12.42 10.45 0.7 11.43 05-2017 05-2024
11.75 11.46 12.26 10.95 0.47 11.6 04-2017 04-2024
12.45 11.75 13.3 10.91 0.88 12.1 03-2017 03-2024
13.01 13.1 13.68 12.44 0.44 13.06 02-2017 02-2024
15.03 13.93 15.7 13.26 0.95 14.48 01-2017 01-2024
15.88 14.84 16.53 14.2 0.9 15.36 12-2016 12-2023
13.96 12.07 15.19 10.88 1.66 13.03 11-2016 11-2023
11.18 11.49 12.1 10.57 0.55 11.34 10-2016 10-2023
11.5 11.38 12.15 10.73 0.5 11.44 09-2016 09-2023
11.54 10.93 12.09 10.38 0.64 11.23 08-2016 08-2023
13.22 11.86 13.56 11.52 0.87 12.54 07-2016 07-2023
12.77 13.25 13.96 12.06 0.69 13.01 06-2016 06-2023
12.9 12.62 13.82 11.7 0.76 12.76 05-2016 05-2023
12.77 12.72 13.73 11.78 0.69 12.75 04-2016 04-2023
13.12 13.01 14.09 12.05 0.72 13.07 03-2016 03-2023
14.36 13.2 15.22 12.36 1.09 13.79 02-2016 02-2023
13.49 12.49 14.47 11.52 1.1 12.99 01-2016 01-2023
12.93 12.75 13.77 11.91 0.66 12.84 12-2015 12-2022
13.13 12.63 13.58 12.18 0.53 12.88 11-2015 11-2022
12.08 11.92 12.62 11.38 0.44 12 10-2015 10-2022
12.93 13.25 14.25 11.94 0.82 13.09 09-2015 09-2022
13.35 12.17 14.14 11.4 1.05 12.77 08-2015 08-2022
10.13 11.46 12.16 9.44 1.07 10.8 07-2015 07-2022
10.87 11.12 12.44 9.57 1.02 11 06-2015 06-2022
11.42 12.15 13.16 10.43 1 11.79 05-2015 05-2022
12.41 12.7 14.04 11.09 1.05 12.56 04-2015 04-2022
10.9 11.22 12.81 9.34 1.23 11.07 03-2015 03-2022
11.48 12.82 13.56 10.75 1.1 12.15 02-2015 02-2022
13.92 13.49 15.47 11.96 1.25 13.71 01-2015 01-2022
14.46 15.15 16.12 13.51 0.95 14.81 12-2014 12-2021
15.39 16.12 16.98 14.55 0.9 15.76 11-2014 11-2021
17.9 16.93 18.57 16.27 0.88 17.42 10-2014 10-2021
17.4 17.36 18.04 16.73 0.46 17.38 09-2014 09-2021
16.31 17.21 17.87 15.65 0.85 16.76 08-2014 08-2021
15.66 15.35 16.28 14.74 0.56 15.51 07-2014 07-2021
15.71 15.39 16.4 14.7 0.61 15.55 06-2014 06-2021
18.19 15.32 18.98 14.56 1.86 16.76 05-2014 05-2021
17.23 17.95 18.62 16.57 0.77 17.59 04-2014 04-2021
20 19.3 21.5 17.83 1.32 19.66 03-2014 03-2021
20.53 21.5 22.23 19.81 0.92 21.02 02-2014 02-2021
19.32 19.52 20.88 17.97 1.03 19.42 01-2014 01-2021
18.5 18.77 19.67 17.61 0.73 18.64 12-2013 12-2020
15.63 17.92 18.77 14.8 1.62 16.78 11-2013 11-2020
16.08 15.21 16.62 14.68 0.75 15.65 10-2013 10-2020
16.51 15.85 18.38 14.02 1.56 16.19 09-2013 09-2020
17.85 16.79 19.27 15.41 1.42 17.33 08-2013 08-2020
15.52 14.27 16.49 13.32 1.2 14.9 07-2013 07-2020
11.95 12.77 14.28 10.48 1.37 12.37 06-2013 06-2020
9.03 9.82 10.74 8.12 0.97 9.43 05-2013 05-2020
9.88 11.49 12.74 8.67 1.55 10.7 04-2013 04-2020
9.04 16.46 17.91 7.7 4.46 12.78 03-2013 03-2020
17.1 17.21 18.55 15.78 0.98 17.16 02-2013 02-2020
16.48 15.93 17.15 15.27 0.69 16.21 01-2013 01-2020
16.05 16.24 17.01 15.29 0.61 16.15 12-2012 12-2019
17.13 16.69 17.94 15.89 0.74 16.91 11-2012 11-2019
16.07 16.57 17.33 15.32 0.73 16.32 10-2012 10-2019
17.3 16.84 18.93 15.24 1.31 17.08 09-2012 09-2019
17.01 17.33 18.25 16.1 0.77 17.17 08-2012 08-2019
18.2 19.06 20.1 17.18 1.08 18.63 07-2012 07-2019
20.04 19.6 20.94 18.71 0.8 19.82 06-2012 06-2019
18.64 19.37 20.82 17.21 1.3 19.01 05-2012 05-2019
17.95 17.88 18.78 17.05 0.61 17.91 04-2012 04-2019
16.84 17.22 18.5 15.58 1.04 17.04 03-2012 03-2019
16.06 14.98 16.87 14.19 1.02 15.52 02-2012 02-2019
19.81 18.02 21.26 16.61 1.76 18.93 01-2012 01-2019
19.61 18.8 21.11 17.32 1.37 19.21 12-2011 12-2018
18.92 17.36 19.59 16.7 1.16 18.14 11-2011 11-2018
17.01 16.91 18.64 15.3 1.18 16.96 10-2011 10-2018
17.87 20.02 21.16 16.76 1.73 18.95 09-2011 09-2018
21.64 19.46 22.16 18.94 1.37 20.55 08-2011 08-2018
17.76 18.44 19.39 16.82 0.94 18.1 07-2011 07-2018
18.89 18.18 19.68 17.39 0.85 18.54 06-2011 06-2018
18.42 17.83 19.29 16.97 0.85 18.13 05-2011 05-2018

Rolling return for 10 year

Average return: 15.26
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.13 13.41 14.35 12.2 0.77 13.27 04-2015 04-2025
12.73 12.89 14.02 11.62 0.85 12.82 03-2015 03-2025
12.48 12.92 13.43 11.97 0.54 12.7 02-2015 02-2025
13.23 13.03 14.41 11.86 0.9 13.13 01-2015 01-2025
14.23 14.43 15.1 13.56 0.55 14.33 12-2014 12-2024
14.1 14.24 14.82 13.52 0.46 14.17 11-2014 11-2024
15.74 15.66 16.79 14.62 0.77 15.7 10-2014 10-2024
16.07 16.16 16.63 15.6 0.37 16.12 09-2014 09-2024
15.05 15.82 16.28 14.6 0.65 15.44 08-2014 08-2024
15.27 15.11 15.75 14.63 0.4 15.19 07-2014 07-2024
14.1 14.84 15.55 13.41 0.8 14.47 06-2014 06-2024
16.82 15.01 17.55 14.3 1.32 15.92 05-2014 05-2024
17.13 17.04 17.51 16.67 0.3 17.09 04-2014 04-2024
17.91 17.03 18.53 16.41 0.81 17.47 03-2014 03-2024
18.5 18.49 18.99 18 0.35 18.49 02-2014 02-2024
18.29 17.84 18.78 17.36 0.53 18.07 01-2014 01-2024
17.99 17.83 18.46 17.37 0.39 17.91 12-2013 12-2023
17.23 17.52 18.12 16.64 0.53 17.38 11-2013 11-2023
17.75 17.43 18.43 16.75 0.6 17.59 10-2013 10-2023
18.83 17.53 19.32 17.05 0.92 18.18 09-2013 09-2023
18.64 17.31 19.05 16.91 0.89 17.98 08-2013 08-2023
17.34 16.02 17.59 15.77 0.79 16.68 07-2013 07-2023
15.42 15.21 16.28 14.36 0.68 15.32 06-2013 06-2023
13.89 13.87 14.54 13.22 0.47 13.88 05-2013 05-2023
14.03 13.81 14.7 13.15 0.55 13.92 04-2013 04-2023
13.69 13.38 14.37 12.71 0.6 13.54 03-2013 03-2023
13.51 13.21 14.11 12.62 0.54 13.36 02-2013 02-2023
12.98 12.84 13.67 12.16 0.54 12.91 01-2013 01-2023
13.27 13.34 13.86 12.75 0.39 13.3 12-2012 12-2022
14.29 13.76 14.61 13.44 0.45 14.02 11-2012 11-2022
14.17 14.04 14.56 13.66 0.32 14.11 10-2012 10-2022
15.37 14.88 16.32 13.95 0.86 15.13 09-2012 09-2022
15.55 15.48 16.11 14.92 0.42 15.52 08-2012 08-2022
14.38 15.15 15.85 13.68 0.81 14.77 07-2012 07-2022
14.54 14.77 15.67 13.65 0.72 14.66 06-2012 06-2022
15 15.27 16.25 14.03 0.79 15.14 05-2012 05-2022
15.24 15.79 16.41 14.63 0.66 15.52 04-2012 04-2022
14.49 14.98 15.86 13.62 0.81 14.74 03-2012 03-2022
15.24 15.43 16.75 13.94 1 15.34 02-2012 02-2022
18.55 17.44 19.68 16.33 1.25 18 01-2012 01-2022
18.41 18.01 19.61 16.83 0.99 18.21 12-2011 12-2021
18.43 18 19.57 16.88 0.96 18.22 11-2011 11-2021
18.69 17.93 19.16 17.47 0.66 18.31 10-2011 10-2021
18.23 17.9 18.68 17.46 0.45 18.07 09-2011 09-2021
17.55 16.8 18.65 15.72 1.07 17.18 08-2011 08-2021
15.31 15.09 15.74 14.67 0.39 15.2 07-2011 07-2021
15.92 15.38 16.4 14.9 0.56 15.65 06-2011 06-2021
15.02 14.56 15.55 14.03 0.56 14.79 05-2011 05-2021
13.1 13.44 14.03 12.51 0.55 13.27 04-2011 04-2021
14.41 14.4 15.41 13.41 0.71 14.41 03-2011 03-2021
15.2 15.23 16.33 14.11 0.78 15.22 02-2011 02-2021
13.68 12.84 14.72 11.82 1.07 13.27 01-2011 01-2021
12.38 11.97 13.16 11.21 0.7 12.18 12-2010 12-2020
9.82 10.06 11.89 8.02 1.37 9.95 11-2010 11-2020
8.37 8.22 8.72 7.87 0.31 8.29 10-2010 10-2020
8.6 8.81 9.82 7.6 0.79 8.71 09-2010 09-2020
9.49 9.89 10.41 8.97 0.53 9.69 08-2010 08-2020
10.03 10.06 10.68 9.41 0.45 10.04 07-2010 07-2020
9.24 10.01 10.83 8.44 0.89 9.63 06-2010 06-2020
8.48 8.92 9.67 7.74 0.7 8.7 05-2010 05-2020
8.21 9.62 10.17 7.67 1.01 8.92 04-2010 04-2020
8.01 13.67 14.09 7.61 3.04 10.84 03-2010 03-2020
14.62 15.01 15.61 14.03 0.58 14.82 02-2010 02-2020
14.85 14.09 15.3 13.63 0.65 14.47 01-2010 01-2020
14.21 14.06 14.87 13.4 0.52 14.13 12-2009 12-2019
14.99 14.01 15.55 13.46 0.82 14.5 11-2009 11-2019
13.61 13.47 14.47 12.61 0.66 13.54 10-2009 10-2019
13.41 13.73 14.51 12.63 0.67 13.57 09-2009 09-2019
14.07 13.85 14.92 13.02 0.68 13.96 08-2009 08-2019
15.47 14.87 16.76 13.59 1.14 15.17 07-2009 07-2019
15.48 14.98 16.09 14.38 0.63 15.23 06-2009 06-2019
18.01 15.72 19.53 14.26 2.03 16.88 05-2009 05-2019
21.12 19.34 21.72 18.76 1.22 20.23 04-2009 04-2019
22.41 21.4 23.62 20.2 1.26 21.91 03-2009 03-2019
20.92 20.17 21.51 19.59 0.73 20.55 02-2009 02-2019
20.95 19.47 21.97 18.47 1.34 20.21 01-2009 01-2019
21.42 20.25 22.48 19.21 1.23 20.84 12-2008 12-2018
21.54 18.48 22.02 18.01 1.78 20.01 11-2008 11-2018
19.78 15.47 20.95 14.36 2.78 17.64 10-2008 10-2018
15.77 15.45 18.02 13.25 1.69 15.62 09-2008 09-2018
16.34 15.34 16.69 14.99 0.7 15.84 08-2008 08-2018
17.51 16.11 18.65 15 1.38 16.82 07-2008 07-2018
17.05 14.94 17.6 14.41 1.35 16 06-2008 06-2018
14.22 13.04 14.8 12.46 0.93 13.63 05-2008 05-2018
14.6 13.27 15.25 12.62 1.04 13.93 04-2008 04-2018
14.73 12.33 15.18 11.89 1.44 13.53 03-2008 03-2018
12.05 11.05 12.83 10.29 0.97 11.55 02-2008 02-2018
12.14 9.26 12.72 8.7 1.75 10.71 01-2008 01-2018
9.82 9.46 10.34 8.95 0.51 9.64 12-2007 12-2017
11.22 10.67 11.91 9.99 0.71 10.95 11-2007 11-2017
13.4 11.51 13.89 11.04 1.21 12.46 10-2007 10-2017
14.93 13.68 15.64 12.98 1.04 14.31 09-2007 09-2017
16 15.11 16.68 14.43 0.86 15.55 08-2007 08-2017
14.3 14.43 15.23 13.51 0.61 14.37 07-2007 07-2017
15.45 14.38 15.82 14.01 0.74 14.91 06-2007 06-2017
16.14 15.29 16.85 14.58 0.86 15.71 05-2007 05-2017
18.23 16.62 18.83 16.04 1.14 17.43 04-2007 04-2017
17.2 17.33 18.34 16.21 0.75 17.27 03-2007 03-2017
16.05 14.89 16.47 14.48 0.81 15.47 02-2007 02-2017
14.86 14.9 16.11 13.66 0.87 14.88 01-2007 01-2017
15.11 15.23 16.3 14.06 0.79 15.18 12-2006 12-2016
14.98 16.64 17.21 14.42 1.15 15.81 11-2006 11-2016
17.6 17.1 18.05 16.65 0.53 17.35 10-2006 10-2016
18.48 17.67 19.05 17.1 0.75 18.08 09-2006 09-2016
19.51 18.92 20.39 18.06 0.85 19.22 08-2006 08-2016
19.57 18.91 20.84 17.66 1.15 19.25 07-2006 07-2016
19.61 17.11 20.13 16.59 1.53 18.36 06-2006 06-2016
15.99 14.4 16.86 13.55 1.3 15.2 05-2006 05-2016
14.25 14.21 14.96 13.51 0.51 14.23 04-2006 04-2016
13.95 14.2 14.7 13.45 0.45 14.07 03-2006 03-2016
13.91 14.78 15.33 13.37 0.76 14.35 02-2006 02-2016
15.08 15.57 16.49 14.16 0.84 15.32 01-2006 01-2016
16.18 16.05 16.92 15.32 0.57 16.12 12-2005 12-2015
17.66 16.92 18.36 16.23 0.8 17.29 11-2005 11-2015
18.66 17.72 19.18 17.21 0.77 18.19 10-2005 10-2015
17.34 16.47 18.07 15.75 0.88 16.91 09-2005 09-2015
16.88 17.56 18.31 16.14 0.8 17.22 08-2005 08-2015
18.84 18.13 19.36 17.61 0.67 18.48 07-2005 07-2015
19.7 18.85 20.69 17.87 1.04 19.28 06-2005 06-2015
20.99 20.63 21.75 19.88 0.67 20.81 05-2005 05-2015

Rolling return for 12 year

Average return: 15.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.63 15.92 16.67 14.88 0.64 15.78 04-2013 04-2025
15.49 15.75 16.59 14.66 0.69 15.62 03-2013 03-2025
15.08 15.13 15.89 14.32 0.56 15.11 02-2013 02-2025
14.38 14.67 15.37 13.68 0.61 14.53 01-2013 01-2025
14.85 15.14 15.59 14.41 0.43 15 12-2012 12-2024
15.44 15.33 16.05 14.72 0.47 15.39 11-2012 11-2024
15.98 16.42 16.86 15.55 0.49 16.2 10-2012 10-2024
17.54 16.81 18.02 16.34 0.65 17.18 09-2012 09-2024
16.36 16.86 17.4 15.83 0.58 16.61 08-2012 08-2024
16.85 16.67 17.26 16.26 0.36 16.76 07-2012 07-2024
16.17 16.63 17.39 15.41 0.72 16.4 06-2012 06-2024
16.6 16.39 17.21 15.78 0.51 16.5 05-2012 05-2024
15.99 15.78 16.3 15.48 0.3 15.89 04-2012 04-2024
15.5 15.28 16.01 14.77 0.45 15.39 03-2012 03-2024
15.72 15.02 16.12 14.63 0.58 15.37 02-2012 02-2024
17.62 16.17 18.02 15.78 0.94 16.9 01-2012 01-2024
17.59 16.65 17.97 16.27 0.69 17.12 12-2011 12-2023
16.27 15.72 17 15 0.73 16 11-2011 11-2023
15.89 15.45 16.45 14.89 0.57 15.67 10-2011 10-2023
15.51 15.27 15.91 14.88 0.37 15.39 09-2011 09-2023
15.39 14.22 15.72 13.89 0.77 14.8 08-2011 08-2023
14.08 13.74 14.28 13.54 0.29 13.91 07-2011 07-2023
13.98 13.84 14.69 13.15 0.55 13.91 06-2011 06-2023
13.21 12.93 13.75 12.4 0.49 13.07 05-2011 05-2023
11.65 11.71 12.2 11.17 0.36 11.68 04-2011 04-2023
12.09 11.83 12.65 11.27 0.5 11.96 03-2011 03-2023
13.02 12.63 13.52 12.14 0.51 12.83 02-2011 02-2023
12.55 11.58 13.12 11.02 0.82 12.07 01-2011 01-2023
11.9 11.41 12.38 10.92 0.54 11.65 12-2010 12-2022
11.65 10.38 11.91 10.12 0.78 11.02 11-2010 11-2022
10.45 10.34 10.76 10.03 0.26 10.39 10-2010 10-2022
11.28 11.18 12.04 10.43 0.57 11.23 09-2010 09-2022
11.78 11.79 12.23 11.34 0.31 11.79 08-2010 08-2022
11.13 11.79 12.32 10.61 0.65 11.46 07-2010 07-2022
11.37 11.6 12.29 10.69 0.57 11.49 06-2010 06-2022
11.99 12.36 13.01 11.35 0.6 12.18 05-2010 05-2022
12.91 13.39 13.87 12.44 0.53 13.15 04-2010 04-2022
12.55 13.32 13.67 12.2 0.59 12.94 03-2010 03-2022
13.59 14.33 14.83 13.1 0.67 13.96 02-2010 02-2022
14.24 14.14 15.15 13.24 0.68 14.19 01-2010 01-2022
13.92 14.2 14.88 13.25 0.58 14.06 12-2009 12-2021
15.18 14.81 16.1 13.9 0.79 15 11-2009 11-2021
15.25 14.78 15.63 14.4 0.47 15.02 10-2009 10-2021
15.36 15.06 15.73 14.7 0.38 15.21 09-2009 09-2021
15.13 15.14 16.03 14.25 0.63 15.14 08-2009 08-2021
15.55 14.34 15.91 13.98 0.81 14.95 07-2009 07-2021
14.85 14.32 15.24 13.93 0.5 14.59 06-2009 06-2021
17.33 14.66 17.79 14.21 1.58 16 05-2009 05-2021
18.85 17.72 19.67 16.91 1.05 18.29 04-2009 04-2021
21.03 20.08 21.91 19.21 1.01 20.56 03-2009 03-2021
20.31 20.18 21.29 19.21 0.74 20.25 02-2009 02-2021
19.53 18.38 20.44 17.48 1.12 18.96 01-2009 01-2021
19.77 18.63 20.46 17.95 0.97 19.2 12-2008 12-2020
17.88 16.83 19.73 15.02 1.71 17.36 11-2008 11-2020
17.01 12.88 17.32 12.57 2.23 14.95 10-2008 10-2020
12.25 11.25 13.3 10.22 1.14 11.75 09-2008 09-2020
11.45 11.14 12.22 10.37 0.66 11.29 08-2008 08-2020
12.94 11.47 13.5 10.92 1.05 12.21 07-2008 07-2020
11.35 10.57 12.69 9.25 1.25 10.96 06-2008 06-2020
8.14 7.73 9.13 6.75 0.85 7.94 05-2008 05-2020
8.29 8.34 9.92 6.73 1.13 8.32 04-2008 04-2020
8.33 11.04 13.38 6.09 2.75 9.71 03-2008 03-2020
10.91 10.24 11.71 9.46 0.83 10.58 02-2008 02-2020
11.09 8.6 11.46 8.24 1.44 9.85 01-2008 01-2020
9.18 8.98 9.71 8.46 0.45 9.08 12-2007 12-2019
10.22 9.65 10.67 9.21 0.55 9.94 11-2007 11-2019
11.05 9.81 11.75 9.12 1.03 10.43 10-2007 10-2019
12.08 11.39 12.99 10.5 0.91 11.74 09-2007 09-2019
13.2 12.61 13.9 11.92 0.73 12.91 08-2007 08-2019
12.58 12.98 13.63 11.93 0.62 12.78 07-2007 07-2019
14.2 13.5 14.7 13.01 0.65 13.85 06-2007 06-2019
14.33 14.26 15.55 13.05 0.88 14.3 05-2007 05-2019
16.46 15.12 16.93 14.65 0.94 15.79 04-2007 04-2019
15.88 16.01 16.84 15.06 0.63 15.95 03-2007 03-2019
14.6 13.76 15.07 13.31 0.69 14.19 02-2007 02-2019
15.05 14.85 15.86 14.05 0.64 14.95 01-2007 01-2019
15.69 15.64 16.53 14.8 0.61 15.66 12-2006 12-2018
15.36 15.27 15.73 14.89 0.3 15.31 11-2006 11-2018
15.16 15.31 16.09 14.38 0.61 15.23 10-2006 10-2018
16.94 17.68 18.83 15.81 1.1 17.32 09-2006 09-2018
20.12 19.21 20.43 18.91 0.63 19.67 08-2006 08-2018
20.32 19.68 21.29 18.72 0.94 20 07-2006 07-2018
20.84 18.76 21.31 18.3 1.29 19.8 06-2006 06-2018
18.41 16.83 18.91 16.33 1.07 17.62 05-2006 05-2018
17.42 17.34 17.99 16.78 0.43 17.38 04-2006 04-2018
17.21 17.17 17.6 16.79 0.29 17.19 03-2006 03-2018
17.89 18.1 18.57 17.42 0.41 18 02-2006 02-2018
18.34 18.07 18.86 17.56 0.47 18.21 01-2006 01-2018
18.42 18.15 18.89 17.69 0.43 18.29 12-2005 12-2017
19.68 19.08 20.3 18.47 0.68 19.38 11-2005 11-2017
20.39 19.59 20.82 19.16 0.65 19.99 10-2005 10-2017
19.72 18.97 20.34 18.36 0.75 19.35 09-2005 09-2017
19 18.95 19.59 18.37 0.43 18.98 08-2005 08-2017
19.55 19.32 20.36 18.52 0.66 19.44 07-2005 07-2017
20.98 19.76 21.3 19.43 0.79 20.37 06-2005 06-2017
21.64 21.32 22.26 20.7 0.56 21.48 05-2005 05-2017
21.78 21.79 22.29 21.28 0.36 21.78 04-2005 04-2017

Rolling return for 15 year

Average return: 14.43
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.29 13.73 14.11 12.92 0.45 13.51 04-2010 04-2025
13.45 14.03 14.31 13.17 0.45 13.74 03-2010 03-2025
13.84 14.09 14.49 13.45 0.38 13.97 02-2010 02-2025
13.72 13.7 14.51 12.92 0.56 13.71 01-2010 01-2025
13.87 13.91 14.45 13.33 0.4 13.89 12-2009 12-2024
14.36 13.82 14.84 13.35 0.56 14.09 11-2009 11-2024
14.36 14.37 15.05 13.69 0.48 14.37 10-2009 10-2024
14.89 14.73 15.26 14.36 0.32 14.81 09-2009 09-2024
14.54 14.64 15.35 13.83 0.54 14.59 08-2009 08-2024
15.31 14.38 15.63 14.06 0.65 14.85 07-2009 07-2024
13.95 14.18 14.91 13.22 0.6 14.07 06-2009 06-2024
16.59 14.58 17.08 14.11 1.27 15.59 05-2009 05-2024
18.46 17.16 18.71 16.91 0.79 17.81 04-2009 04-2024
19.42 18.4 19.84 17.98 0.75 18.91 03-2009 03-2024
19 18.45 19.33 18.12 0.47 18.73 02-2009 02-2024
18.81 17.49 19.13 17.17 0.84 18.15 01-2009 01-2024
19.18 18.03 19.49 17.72 0.75 18.61 12-2008 12-2023
18.51 16.79 19.1 16.2 1.19 17.65 11-2008 11-2023
17.94 14.79 18.39 14.35 1.81 16.37 10-2008 10-2023
14.59 13.24 14.91 12.93 0.85 13.92 09-2008 09-2023
13.2 12.58 13.46 12.32 0.46 12.89 08-2008 08-2023
14.64 13.16 14.81 13 0.83 13.9 07-2008 07-2023
13.76 12.6 14.33 12.04 0.91 13.18 06-2008 06-2023
11.51 10.79 11.94 10.36 0.61 11.15 05-2008 05-2023
11.32 10.47 11.76 10.04 0.68 10.9 04-2008 04-2023
11.53 10.12 11.97 9.68 0.95 10.82 03-2008 03-2023
9.82 9.05 10.2 8.67 0.61 9.43 02-2008 02-2023
9.89 8.07 10.33 7.63 1.15 8.98 01-2008 01-2023
8.75 8.55 9.13 8.17 0.35 8.65 12-2007 12-2022
9.76 9.16 9.97 8.95 0.42 9.46 11-2007 11-2022
10.81 9.51 11.06 9.27 0.78 10.16 10-2007 10-2022
11.87 11.2 12.48 10.6 0.71 11.54 09-2007 09-2022
13 12.34 13.37 11.98 0.54 12.67 08-2007 08-2022
11.22 11.65 12.17 10.71 0.54 11.44 07-2007 07-2022
11.79 11.59 12.53 10.86 0.59 11.69 06-2007 06-2022
12.81 12.61 13.63 11.8 0.65 12.71 05-2007 05-2022
14.96 14.3 15.73 13.53 0.81 14.63 04-2007 04-2022
14.51 14.77 15.43 13.86 0.56 14.64 03-2007 03-2022
14.35 14.3 15.34 13.32 0.71 14.33 02-2007 02-2022
15.18 15.1 15.91 14.38 0.54 15.14 01-2007 01-2022
15.68 15.75 16.46 14.98 0.52 15.72 12-2006 12-2021
15.74 16.11 16.48 15.37 0.41 15.93 11-2006 11-2021
16.62 16.3 16.93 16 0.35 16.46 10-2006 10-2021
17.37 16.75 17.66 16.45 0.48 17.06 09-2006 09-2021
17.71 17.49 18.45 16.76 0.6 17.6 08-2006 08-2021
18.14 17.17 18.43 16.88 0.65 17.66 07-2006 07-2021
18.44 16.76 18.77 16.44 1.02 17.6 06-2006 06-2021
16.13 14.85 16.49 14.5 0.84 15.49 05-2006 05-2021
14.89 15.02 15.52 14.39 0.4 14.95 04-2006 04-2021
15.37 15.71 16.04 15.04 0.37 15.54 03-2006 03-2021
15.7 16.09 16.46 15.33 0.42 15.89 02-2006 02-2021
15.43 15.52 16.14 14.82 0.47 15.48 01-2006 01-2021
15.56 15.51 16.09 14.98 0.39 15.54 12-2005 12-2020
15.06 15.56 16.51 14.12 0.86 15.31 11-2005 11-2020
15.19 14.49 15.43 14.24 0.49 14.84 10-2005 10-2020
14.21 14.02 15.06 13.17 0.67 14.12 09-2005 09-2020
14.32 14.47 14.96 13.83 0.4 14.39 08-2005 08-2020
14.96 14.61 15.41 14.16 0.46 14.79 07-2005 07-2020
15.12 15.05 16.23 13.95 0.81 15.09 06-2005 06-2020
15.16 15.29 16 14.45 0.55 15.22 05-2005 05-2020
15.12 16.13 16.51 14.74 0.72 15.62 04-2005 04-2020