NIFTY FMCG

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 5.83
Weighted mean CAGR by duration 14.21
Mean CAGR 13.37
Standard deviation CAGR 2.29
Range for CAGR 6.71

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.40 30.44 8.71 9.23
3 year 5.14 26.51 16.02 15.94
5 year 5.01 18.99 11.62 11.57
7 year 5.45 19.61 11.71 11.94
10 year 8.33 21.57 14.37 14.68
12 year 9.60 20.13 15.00 15.11
15 year 11.81 18.09 14.93 15.11

Rolling return for 1 year

Average return: 9.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.28 3.57 8.06 -6.34 5.5 0.75 04-2024 04-2025
-4.5 -1.48 3.02 -8.67 4.27 -2.91 03-2024 03-2025
-4.88 6.29 11.6 -9.4 8.41 0.9 02-2024 02-2025
0.47 0.47 6.86 -5.54 4.39 0.57 01-2024 01-2025
4.37 1.81 9.33 -2.81 4.39 3.17 12-2023 12-2024
8.82 12.08 16.91 4.32 4.6 10.53 11-2023 11-2024
15.11 24.28 29.79 10.22 7.64 19.85 10-2023 10-2024
23.51 26.66 30.44 19.92 3.88 25.13 09-2023 09-2024
19.46 20.76 25.32 15.11 3.64 20.16 08-2023 08-2024
8.6 16.07 21.31 3.91 6.7 12.47 07-2023 07-2024
4.95 11.98 16.38 0.98 5.99 8.57 06-2023 06-2024
13.14 9.95 18.02 5.41 4.6 11.63 05-2023 05-2024

Rolling return for 3 year

Average return: 15.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.22 13.42 16.05 9.68 2.29 12.84 04-2022 04-2025
14.54 13.67 17.47 10.84 2.36 14.13 03-2022 03-2025
13.46 16.29 19.66 10.26 3.47 14.92 02-2022 02-2025
15.69 15.07 18.09 12.73 1.91 15.39 01-2022 01-2025
15.86 14.74 17.67 12.98 1.7 15.31 12-2021 12-2024
14.66 14.8 17.44 12.09 1.89 14.75 11-2021 11-2024
15.43 16.06 20.14 11.5 3.06 15.78 10-2021 10-2024
16.81 16.68 18.96 14.58 1.55 16.76 09-2021 09-2024
19 17.22 20.92 15.36 2.06 18.12 08-2021 08-2024
16.34 19.74 20.72 15.4 2.23 18.05 07-2021 07-2024
14.93 17.18 18.95 13.21 2.18 16.07 06-2021 06-2024
17.17 16.79 18.83 15.15 1.31 16.98 05-2021 05-2024
16.03 15.54 17.68 13.92 1.34 15.79 04-2021 04-2024
17.47 16.26 19.23 14.54 1.71 16.88 03-2021 03-2024
18.04 16.84 19.97 14.96 1.82 17.45 02-2021 02-2024
18.24 18.31 20.69 15.91 1.69 18.29 01-2021 01-2024
18.92 18.15 21.78 15.37 2.28 18.55 12-2020 12-2023
20.28 18.45 21.98 16.8 1.94 19.38 11-2020 11-2023
19.94 20.25 21.69 18.52 1.13 20.1 10-2020 10-2023
20.69 18.72 21.88 17.56 1.68 19.71 09-2020 09-2023
18.66 18 20.13 16.55 1.29 18.33 08-2020 08-2023
20.15 19.68 21.93 17.93 1.42 19.92 07-2020 07-2023
21.31 19.87 22.88 18.34 1.68 20.6 06-2020 06-2023
22.39 20.28 25.31 17.47 2.87 21.36 05-2020 05-2023
20.36 16.66 22.46 14.66 3.05 18.53 04-2020 04-2023
25.05 15.39 26.51 14.06 5.57 20.25 03-2020 03-2023
14.32 14.14 16.76 11.75 1.77 14.24 02-2020 02-2023
13.75 12.48 14.82 11.44 1.28 13.12 01-2020 01-2023
13.71 14.31 15.63 12.41 1.16 14.02 12-2019 12-2022
12.22 11.94 14.2 10 1.49 12.09 11-2019 11-2022
12.25 11.15 14.16 9.28 1.77 11.71 10-2019 10-2022
14.65 12.45 16.72 10.46 2.35 13.57 09-2019 09-2022
14.45 14.32 16.01 12.78 1.14 14.39 08-2019 08-2022
9.49 12.2 14.3 7.47 2.6 10.86 07-2019 07-2022
7.15 8.84 10.28 5.74 1.71 8 06-2019 06-2022
7.31 8.12 10.35 5.14 1.86 7.73 05-2019 05-2022

Rolling return for 5 year

Average return: 11.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.41 13.39 16.74 11.13 2.02 13.92 04-2020 04-2025
17.2 12.6 18.99 10.91 3.29 14.92 03-2020 03-2025
11.64 13.7 15.26 10.13 1.95 12.68 02-2020 02-2025
13.05 13.04 14.45 11.66 0.99 13.05 01-2020 01-2025
13.1 13.37 14.16 12.32 0.66 13.24 12-2019 12-2024
12.54 12.8 14.16 11.19 1.05 12.67 11-2019 11-2024
14.18 15.09 16.95 12.36 1.65 14.64 10-2019 10-2024
17.2 15.87 18.49 14.61 1.45 16.54 09-2019 09-2024
16.7 16.79 17.82 15.68 0.76 16.75 08-2019 08-2024
14.65 15.91 17.21 13.37 1.43 15.29 07-2019 07-2024
12.62 14.07 14.97 11.73 1.25 13.35 06-2019 06-2024
13.21 12.77 14.17 11.82 0.85 12.99 05-2019 05-2024
12 12.14 12.96 11.19 0.63 12.07 04-2019 04-2024
12.37 12.41 13.38 11.41 0.7 12.39 03-2019 03-2024
12.96 12.81 14.07 11.72 0.83 12.89 02-2019 02-2024
13.19 13.3 14.59 11.91 0.95 13.25 01-2019 01-2024
12.9 12.93 14.52 11.33 1.13 12.92 12-2018 12-2023
12.61 11.81 13.56 10.87 0.99 12.21 11-2018 11-2023
13.48 11.97 14.47 11 1.34 12.73 10-2018 10-2023
11.64 9.6 12.3 8.96 1.38 10.62 09-2018 09-2023
10.51 9.83 11.34 9.02 0.85 10.18 08-2018 08-2023
12.7 11.86 13.7 10.87 1.04 12.28 07-2018 07-2023
12.38 12.5 13.25 11.63 0.57 12.44 06-2018 06-2023
11.13 11.91 12.72 10.33 0.89 11.52 05-2018 05-2023
11.73 10.71 12.89 9.57 1.23 11.23 04-2018 04-2023
11.55 11.38 12.33 10.61 0.61 11.47 03-2018 03-2023
10.7 10.55 12.11 9.16 1.04 10.63 02-2018 02-2023
10.52 9.96 11.14 9.35 0.66 10.24 01-2018 01-2023
11.53 11.5 12.66 10.39 0.8 11.52 12-2017 12-2022
11.54 11.85 12.72 10.69 0.73 11.7 11-2017 11-2022
11.58 11.32 12.72 10.2 0.9 11.45 10-2017 10-2022
11.91 11.73 13.12 10.54 0.91 11.82 09-2017 09-2022
11.3 11.13 12.21 10.23 0.7 11.22 08-2017 08-2022
8.27 7.96 11.1 5.21 2.09 8.13 07-2017 07-2022
7.01 7.93 8.88 6.08 1.04 7.47 06-2017 06-2022
8.91 8.36 10.75 6.56 1.49 8.64 05-2017 05-2022
9.43 9.74 10.95 8.24 0.96 9.59 04-2017 04-2022
8.62 9.1 10.78 6.97 1.36 8.87 03-2017 03-2022
9.64 9.83 11.54 7.96 1.27 9.74 02-2017 02-2022
11.44 11.36 13.18 9.65 1.25 11.41 01-2017 01-2022
12.88 13.07 14.59 11.37 1.14 12.98 12-2016 12-2021
13.36 12.25 14.92 10.73 1.53 12.82 11-2016 11-2021
12.43 13.94 14.79 11.6 1.25 13.19 10-2016 10-2021
12.97 12.49 14.29 11.19 1.11 12.73 09-2016 09-2021
10.62 11.79 12.7 9.72 1.13 11.21 08-2016 08-2021
10.75 10.43 11.3 9.89 0.51 10.59 07-2016 07-2021
11.27 11 12.28 10 0.81 11.14 06-2016 06-2021
11.87 10.92 13.04 9.77 1.2 11.4 05-2016 05-2021
11.78 11.74 13.02 10.51 0.89 11.76 04-2016 04-2021
11.72 11.87 13.43 10.19 1.15 11.8 03-2016 03-2021
13.17 12.36 14.98 10.59 1.58 12.78 02-2016 02-2021
12.35 11.56 13.7 10.23 1.26 11.96 01-2016 01-2021
10.23 10.83 12.25 8.83 1.23 10.54 12-2015 12-2020
8.13 9.12 10.05 7.21 1.06 8.63 11-2015 11-2020
8.01 7.73 8.78 6.96 0.65 7.87 10-2015 10-2020
8.81 9.23 10.54 7.52 1.08 9.02 09-2015 09-2020
9.51 8.74 10.69 7.57 1.14 9.13 08-2015 08-2020
8.7 8.62 9.92 7.41 0.89 8.66 07-2015 07-2020
8.62 8.36 10.25 6.76 1.24 8.5 06-2015 06-2020
6.08 7.62 8.72 5.01 1.42 6.86 05-2015 05-2020

Rolling return for 7 year

Average return: 11.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.07 10.12 11.67 8.55 1.1 10.1 04-2018 04-2025
10.04 10.56 11.24 9.37 0.69 10.3 03-2018 03-2025
9.85 11.26 12.38 8.75 1.38 10.56 02-2018 02-2025
10.94 11.07 11.92 10.1 0.65 11.01 01-2018 01-2025
11.72 11.64 12.46 10.9 0.55 11.68 12-2017 12-2024
11.96 12.49 13.11 11.35 0.65 12.23 11-2017 11-2024
13.14 14.08 15.1 12.14 1.1 13.62 10-2017 10-2024
14.47 14.36 15.37 13.47 0.67 14.42 09-2017 09-2024
13.76 13.76 14.54 12.98 0.55 13.76 08-2017 08-2024
12.24 11.72 14.03 9.97 1.45 11.99 07-2017 07-2024
10.93 11.88 12.58 10.24 0.89 11.41 06-2017 06-2024
12.67 11.6 13.35 10.93 0.94 12.14 05-2017 05-2024
12.42 12.22 13.11 11.54 0.56 12.32 04-2017 04-2024
13.18 12.67 13.9 11.95 0.71 12.92 03-2017 03-2024
13.54 13.08 14.33 12.29 0.74 13.31 02-2017 02-2024
14.93 14.61 15.95 13.61 0.84 14.77 01-2017 01-2024
15.43 15.5 16.61 14.33 0.81 15.47 12-2016 12-2023
14.59 13.36 15.28 12.68 1.02 13.98 11-2016 11-2023
13.32 13.43 14.03 12.73 0.46 13.38 10-2016 10-2023
13.15 12.35 13.63 11.88 0.68 12.75 09-2016 09-2023
12.89 12.83 13.49 12.24 0.44 12.86 08-2016 08-2023
13.44 13.52 14.15 12.8 0.48 13.48 07-2016 07-2023
13.77 13.46 14.4 12.84 0.56 13.62 06-2016 06-2023
13.93 13.54 15.08 12.4 0.96 13.74 05-2016 05-2023
13.11 13.03 13.95 12.19 0.62 13.07 04-2016 04-2023
13.21 12.65 13.77 12.1 0.62 12.93 03-2016 03-2023
14 13.16 15.03 12.14 1.06 13.58 02-2016 02-2023
13.12 12.04 13.58 11.59 0.8 12.58 01-2016 01-2023
12.42 12.21 13.23 11.4 0.65 12.32 12-2015 12-2022
11.86 12.02 12.7 11.18 0.54 11.94 11-2015 11-2022
11.39 11.42 12.2 10.62 0.56 11.41 10-2015 10-2022
12.34 12.24 13.2 11.38 0.64 12.29 09-2015 09-2022
11.75 10.98 12.4 10.34 0.78 11.37 08-2015 08-2022
9.55 10.65 11.59 8.63 1.12 10.11 07-2015 07-2022
9.79 9.8 11.16 8.45 0.96 9.8 06-2015 06-2022
9.21 9.72 10.52 8.41 0.77 9.46 05-2015 05-2022
9.31 8.69 10.39 7.63 1 9 04-2015 04-2022
8.1 8.23 9.64 6.71 1.04 8.17 03-2015 03-2022
7.62 7.51 8.95 6.2 0.97 7.57 02-2015 02-2022
8.68 8.67 9.89 7.47 0.86 8.68 01-2015 01-2022
8.79 8.64 9.97 7.47 0.89 8.72 12-2014 12-2021
9.65 9.81 10.73 8.74 0.71 9.73 11-2014 11-2021
10.59 11.3 12.24 9.66 0.95 10.95 10-2014 10-2021
10.92 10.9 11.84 9.98 0.66 10.91 09-2014 09-2021
10.13 10.78 11.61 9.31 0.85 10.46 08-2014 08-2021
10.88 9.87 11.26 9.49 0.72 10.38 07-2014 07-2021
10.82 10.53 11.53 9.82 0.61 10.68 06-2014 06-2021
9.85 9.08 10.67 8.27 0.89 9.47 05-2014 05-2021
9.77 9.89 10.64 9.03 0.57 9.83 04-2014 04-2021
9.86 9.71 11.06 8.53 0.9 9.79 03-2014 03-2021
10.25 10.84 11.51 9.59 0.71 10.55 02-2014 02-2021
10.39 10.69 11.33 9.75 0.57 10.54 01-2014 01-2021
9.81 10.59 11.24 9.17 0.78 10.2 12-2013 12-2020
8.68 8.9 10.05 7.54 0.89 8.79 11-2013 11-2020
7.99 7.65 8.55 7.11 0.52 7.83 10-2013 10-2020
8.97 7.93 10.2 6.72 1.28 8.45 09-2013 09-2020
10.45 8.76 11.3 7.93 1.33 9.61 08-2013 08-2020
8.75 7.16 9.63 6.31 1.3 7.96 07-2013 07-2020
8.32 8.22 9.48 7.08 0.85 8.27 06-2013 06-2020
6.5 7.32 8.39 5.45 1.08 6.92 05-2013 05-2020
8.79 8.51 11.07 6.28 1.7 8.66 04-2013 04-2020
6.74 9.99 11.04 5.74 2.2 8.38 03-2013 03-2020
10.51 10.65 11.59 9.58 0.71 10.58 02-2013 02-2020
10.73 10.83 11.71 9.86 0.66 10.78 01-2013 01-2020
10.3 10.03 10.84 9.48 0.49 10.16 12-2012 12-2019
11.52 11.1 12.48 10.16 0.83 11.32 11-2012 11-2019
11.54 11.58 12.82 10.31 0.89 11.56 10-2012 10-2019
11.57 12.26 13.37 10.48 1.05 11.92 09-2012 09-2019
11.84 11.27 12.54 10.57 0.73 11.55 08-2012 08-2019
12.82 12.81 13.72 11.91 0.64 12.82 07-2012 07-2019
14.51 13.23 15.16 12.59 1.02 13.87 06-2012 06-2019
14.12 14.02 15.13 13.02 0.75 14.07 05-2012 05-2019
14.73 13.99 15.33 13.4 0.73 14.36 04-2012 04-2019
15.98 15.09 16.7 14.39 0.88 15.54 03-2012 03-2019
15.95 16.08 16.87 15.16 0.61 16.02 02-2012 02-2019
16.53 16.71 17.47 15.77 0.6 16.62 01-2012 01-2019
16.55 16.67 17.72 15.5 0.79 16.61 12-2011 12-2018
16.21 15.86 17.5 14.58 1.04 16.04 11-2011 11-2018
15.9 15.91 17.74 14.09 1.29 15.91 10-2011 10-2018
17.55 18.23 19.61 16.2 1.23 17.9 09-2011 09-2018
18.03 17.72 19.18 16.58 0.93 17.88 08-2011 08-2018
16.03 16.69 17.39 15.34 0.76 16.36 07-2011 07-2018
16.8 15.88 17.36 15.32 0.79 16.34 06-2011 06-2018
17.58 16.77 18.18 16.18 0.76 17.18 05-2011 05-2018

Rolling return for 10 year

Average return: 14.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.17 10.09 11.29 8.98 0.82 10.13 04-2015 04-2025
10 9.83 10.83 9 0.65 9.91 03-2015 03-2025
9.34 10.07 11.1 8.33 1.01 9.71 02-2015 02-2025
10.74 10.55 11.42 9.87 0.55 10.64 01-2015 01-2025
10.87 10.44 11.38 9.93 0.53 10.65 12-2014 12-2024
11.13 11.28 11.93 10.49 0.51 11.21 11-2014 11-2024
12.02 12.71 13.37 11.36 0.75 12.37 10-2014 10-2024
12.66 12.6 13.27 11.99 0.45 12.63 09-2014 09-2024
12.72 12.67 13.27 12.13 0.4 12.7 08-2014 08-2024
12.49 12.74 13.74 11.5 0.8 12.62 07-2014 07-2024
12.04 12.49 13.2 11.33 0.68 12.27 06-2014 06-2024
12 11.33 12.47 10.86 0.62 11.66 05-2014 05-2024
11.61 11.56 12.09 11.08 0.36 11.59 04-2014 04-2024
12.09 11.63 12.59 11.13 0.54 11.86 03-2014 03-2024
12.53 12.61 13.08 12.06 0.36 12.57 02-2014 02-2024
12.69 12.92 13.38 12.23 0.41 12.81 01-2014 01-2024
12.46 12.81 13.27 12.01 0.46 12.64 12-2013 12-2023
12.04 11.68 12.51 11.21 0.48 11.86 11-2013 11-2023
11.45 11.29 11.93 10.8 0.4 11.37 10-2013 10-2023
12.36 11.06 12.69 10.73 0.83 11.71 09-2013 09-2023
12.85 11.45 13.27 11.04 0.93 12.15 08-2013 08-2023
12.05 10.77 12.55 10.28 0.92 11.41 07-2013 07-2023
12.07 11.59 12.5 11.16 0.5 11.83 06-2013 06-2023
11.04 11.05 11.83 10.27 0.55 11.05 05-2013 05-2023
12.14 10.89 12.72 10.32 0.96 11.52 04-2013 04-2023
11.94 11.59 12.33 11.2 0.42 11.77 03-2013 03-2023
11.64 11.69 12.35 10.98 0.48 11.67 02-2013 02-2023
11.63 11.32 11.94 11.01 0.35 11.47 01-2013 01-2023
11.31 11.29 11.87 10.74 0.4 11.3 12-2012 12-2022
11.73 11.35 12.32 10.77 0.56 11.54 11-2012 11-2022
11.75 11.45 12.32 10.89 0.52 11.6 10-2012 10-2022
12.49 12.31 13.09 11.71 0.49 12.4 09-2012 09-2022
12.62 12.18 13.07 11.72 0.5 12.4 08-2012 08-2022
11.81 12.62 13.26 11.18 0.79 12.22 07-2012 07-2022
12.25 11.89 13.23 10.93 0.82 12.07 06-2012 06-2022
12.03 12.21 12.98 11.28 0.6 12.12 05-2012 05-2022
12.3 12.15 13.07 11.38 0.6 12.23 04-2012 04-2022
12.39 12.41 13.5 11.3 0.78 12.4 03-2012 03-2022
12.94 13.37 13.91 12.4 0.56 13.16 02-2012 02-2022
13.4 13.76 14.28 12.88 0.51 13.58 01-2012 01-2022
13.66 13.8 14.52 12.94 0.56 13.73 12-2011 12-2021
14.1 13.75 14.88 12.98 0.68 13.93 11-2011 11-2021
14.74 14.68 15.94 13.49 0.87 14.71 10-2011 10-2021
15.34 15.07 16.01 14.41 0.57 15.21 09-2011 09-2021
14.06 14.14 15.13 13.08 0.73 14.1 08-2011 08-2021
13.5 13.31 13.78 13.03 0.27 13.41 07-2011 07-2021
13.9 13.4 14.42 12.89 0.57 13.65 06-2011 06-2021
13.99 13.63 14.58 13.04 0.56 13.81 05-2011 05-2021
13.85 13.89 14.48 13.26 0.43 13.87 04-2011 04-2021
14.23 14.22 15.09 13.36 0.61 14.23 03-2011 03-2021
14.83 14.78 15.75 13.88 0.66 14.81 02-2011 02-2021
14.52 13.78 15.2 13.1 0.79 14.15 01-2011 01-2021
13.46 13.91 14.49 12.88 0.59 13.69 12-2010 12-2020
12.55 12.71 13.55 11.72 0.65 12.63 11-2010 11-2020
12.36 12.19 12.76 11.79 0.35 12.27 10-2010 10-2020
12.62 12.49 13.51 11.61 0.67 12.56 09-2010 09-2020
13.72 13.72 14.33 13.11 0.43 13.72 08-2010 08-2020
13.72 14.15 14.36 13.51 0.34 13.94 07-2010 07-2020
14.04 13.76 14.89 12.92 0.7 13.9 06-2010 06-2020
13.66 14.38 15.07 12.98 0.78 14.02 05-2010 05-2020
13.65 14.93 15.31 13.27 0.85 14.29 04-2010 04-2020
12.44 15.07 15.59 11.94 1.59 13.76 03-2010 03-2020
15.52 15.85 16.31 15.07 0.45 15.69 02-2010 02-2020
15.51 15.6 16.23 14.88 0.48 15.55 01-2010 01-2020
15.5 15.3 15.9 14.9 0.36 15.4 12-2009 12-2019
15.98 15.8 16.68 15.11 0.56 15.89 11-2009 11-2019
16.26 16.19 17.2 15.26 0.69 16.23 10-2009 10-2019
16.1 16.91 17.4 15.61 0.69 16.51 09-2009 09-2019
16.35 15.51 16.86 15 0.72 15.93 08-2009 08-2019
17.08 15.83 17.73 15.18 1 16.45 07-2009 07-2019
18.11 17.83 18.58 17.37 0.44 17.97 06-2009 06-2019
18.75 18.49 19.48 17.76 0.62 18.62 05-2009 05-2019
19.49 19.16 19.93 18.73 0.44 19.33 04-2009 04-2019
20.48 19.55 21.01 19.04 0.77 20.02 03-2009 03-2019
19.01 19.33 19.68 18.67 0.37 19.17 02-2009 02-2019
19.56 19.63 20.23 18.95 0.45 19.59 01-2009 01-2019
19.73 19.37 20.57 18.54 0.73 19.55 12-2008 12-2018
19.57 19.65 20.5 18.72 0.63 19.61 11-2008 11-2018
19.94 18.46 21.28 17.16 1.55 19.21 10-2008 10-2018
18.57 19.25 20.02 17.81 0.82 18.91 09-2008 09-2018
19.08 19.29 19.9 18.48 0.51 19.19 08-2008 08-2018
19.47 18.97 20.45 18 0.88 19.22 07-2008 07-2018
18.42 17 18.82 16.6 0.93 17.71 06-2008 06-2018
16.94 16.46 17.36 16.04 0.5 16.7 05-2008 05-2018
16.13 16.56 17.27 15.43 0.67 16.35 04-2008 04-2018
16.78 16.31 17.28 15.81 0.55 16.55 03-2008 03-2018
17.29 16.9 18.12 16.08 0.73 17.1 02-2008 02-2018
17.56 15.21 18.19 14.6 1.52 16.39 01-2008 01-2018
15.88 15.56 16.48 14.96 0.55 15.72 12-2007 12-2017
16.7 15.91 17.15 15.47 0.66 16.31 11-2007 11-2017
16.32 16.13 17.04 15.4 0.58 16.22 10-2007 10-2017
16.38 16.23 17.1 15.51 0.56 16.3 09-2007 09-2017
17.62 17.2 18.19 16.64 0.57 17.41 08-2007 08-2017
17.69 18.46 19.39 16.77 0.97 18.08 07-2007 07-2017
18.3 18.09 18.82 17.58 0.44 18.2 06-2007 06-2017
17.17 17.59 18.46 16.31 0.77 17.38 05-2007 05-2017
17.57 17.23 18.22 16.59 0.59 17.4 04-2007 04-2017
17.58 17.46 18.48 16.57 0.68 17.52 03-2007 03-2017
16.42 16.33 17.33 15.43 0.67 16.38 02-2007 02-2017
15.26 15.4 16.2 14.47 0.61 15.33 01-2007 01-2017
14.3 14.17 15.07 13.4 0.59 14.23 12-2006 12-2016
13.92 14.76 15.27 13.42 0.72 14.34 11-2006 11-2016
14.85 14.83 15.27 14.41 0.3 14.84 10-2006 10-2016
15.2 15.37 16.11 14.45 0.59 15.28 09-2006 09-2016
16.07 15.5 16.54 15.04 0.57 15.79 08-2006 08-2016
16.03 15.5 16.49 15.04 0.55 15.77 07-2006 07-2016
17.03 15.45 17.71 14.79 1.17 16.25 06-2006 06-2016
14.2 12.85 15.29 11.79 1.33 13.53 05-2006 05-2016
12.74 12.59 13.38 11.95 0.51 12.67 04-2006 04-2016
13.38 12.9 14.16 12.13 0.74 13.14 03-2006 03-2016
14.24 14.01 15.56 12.71 1.01 14.13 02-2006 02-2016
15.52 15.79 16.63 14.69 0.69 15.66 01-2006 01-2016
16.68 16.69 17.42 15.95 0.52 16.69 12-2005 12-2015
18.17 17.12 18.67 16.62 0.81 17.65 11-2005 11-2015
18.71 17.54 19.29 16.97 0.92 18.13 10-2005 10-2015
17.73 17.02 18.44 16.32 0.79 17.38 09-2005 09-2015
18.53 19 19.59 17.95 0.6 18.77 08-2005 08-2015
19.19 19.48 19.9 18.77 0.41 19.34 07-2005 07-2015
19.4 19.51 20.43 18.49 0.69 19.46 06-2005 06-2015
20.95 20.35 21.57 19.74 0.68 20.65 05-2005 05-2015

Rolling return for 12 year

Average return: 15.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.1 10.52 12.03 9.6 0.88 10.81 04-2013 04-2025
10.98 11.07 11.69 10.37 0.47 11.03 03-2013 03-2025
10.98 11.91 12.47 10.43 0.79 11.45 02-2013 02-2025
11.69 11.75 12.27 11.18 0.39 11.72 01-2013 01-2025
11.46 11.41 11.89 10.98 0.32 11.44 12-2012 12-2024
11.94 11.81 12.61 11.14 0.52 11.88 11-2012 11-2024
12.63 13.03 13.76 11.9 0.67 12.83 10-2012 10-2024
13.88 13.75 14.4 13.23 0.42 13.81 09-2012 09-2024
13.84 13.54 14.29 13.08 0.44 13.69 08-2012 08-2024
13.58 14.09 14.63 13.04 0.59 13.84 07-2012 07-2024
13.72 13.58 14.71 12.6 0.75 13.65 06-2012 06-2024
13.74 13.5 14.14 13.1 0.38 13.62 05-2012 05-2024
13.59 13.21 13.99 12.81 0.44 13.4 04-2012 04-2024
14.47 13.97 14.89 13.54 0.51 14.22 03-2012 03-2024
14.7 14.71 15.16 14.24 0.33 14.7 02-2012 02-2024
15.12 15.27 15.72 14.68 0.37 15.2 01-2012 01-2024
15.02 15.1 15.7 14.41 0.46 15.06 12-2011 12-2023
14.69 14.15 15.1 13.75 0.51 14.42 11-2011 11-2023
14.88 14.25 15.3 13.84 0.56 14.57 10-2011 10-2023
15.05 14.55 15.33 14.27 0.41 14.8 09-2011 09-2023
14.84 14.37 15.19 14.01 0.45 14.6 08-2011 08-2023
14.63 14.65 15.05 14.23 0.29 14.64 07-2011 07-2023
14.94 14.46 15.31 14.09 0.46 14.7 06-2011 06-2023
14.85 14.72 15.53 14.05 0.53 14.79 05-2011 05-2023
14.29 14.29 14.79 13.8 0.35 14.29 04-2011 04-2023
14.68 14.29 15.02 13.96 0.4 14.49 03-2011 03-2023
15.04 14.85 15.65 14.24 0.5 14.95 02-2011 02-2023
14.61 13.69 14.88 13.43 0.61 14.15 01-2011 01-2023
14.22 14.21 14.7 13.73 0.34 14.21 12-2010 12-2022
14.04 13.83 14.54 13.33 0.43 13.93 11-2010 11-2022
13.65 13.65 14.13 13.17 0.34 13.65 10-2010 10-2022
14.08 13.73 14.59 13.22 0.5 13.91 09-2010 09-2022
14.35 14.23 14.74 13.84 0.32 14.29 08-2010 08-2022
13.39 14.43 14.61 13.21 0.62 13.91 07-2010 07-2022
13.83 13.71 14.65 12.89 0.62 13.77 06-2010 06-2022
14.28 14.51 15.08 13.71 0.49 14.39 05-2010 05-2022
14.33 14.67 14.99 14.01 0.37 14.5 04-2010 04-2022
13.87 14.39 14.81 13.45 0.51 14.13 03-2010 03-2022
14.4 14.85 15.22 14.03 0.45 14.62 02-2010 02-2022
14.44 14.66 15.18 13.92 0.45 14.55 01-2010 01-2022
14.41 14.63 15.13 13.91 0.44 14.52 12-2009 12-2021
14.86 14.79 15.51 14.14 0.48 14.82 11-2009 11-2021
15.6 15.76 16.6 14.76 0.65 15.68 10-2009 10-2021
16.38 16.53 16.94 15.97 0.35 16.45 09-2009 09-2021
15.84 15.61 16.74 14.72 0.72 15.73 08-2009 08-2021
16.24 14.91 16.48 14.67 0.79 15.57 07-2009 07-2021
16.58 16.41 17.02 15.97 0.38 16.49 06-2009 06-2021
16.79 16.49 17.3 15.99 0.48 16.64 05-2009 05-2021
17.17 17.08 17.71 16.54 0.41 17.12 04-2009 04-2021
17.78 17.34 18.53 16.6 0.7 17.56 03-2009 03-2021
16.7 17.19 17.47 16.42 0.41 16.95 02-2009 02-2021
17.18 17.27 17.77 16.69 0.38 17.23 01-2009 01-2021
17.03 16.94 17.92 16.06 0.66 16.99 12-2008 12-2020
16.45 16.61 17.3 15.76 0.55 16.53 11-2008 11-2020
17.21 15.28 17.56 14.94 1.15 16.25 10-2008 10-2020
15.12 15.26 15.88 14.5 0.49 15.19 09-2008 09-2020
15.54 15.57 16.05 15.05 0.35 15.55 08-2008 08-2020
16.44 15.78 16.98 15.24 0.66 16.11 07-2008 07-2020
15.17 14.4 15.89 13.7 0.82 14.79 06-2008 06-2020
13.19 13.62 14.35 12.46 0.69 13.4 05-2008 05-2020
13.26 14.06 14.64 12.69 0.75 13.66 04-2008 04-2020
12.63 14.46 15.25 11.85 1.37 13.55 03-2008 03-2020
15.24 14.89 15.89 14.24 0.6 15.07 02-2008 02-2020
15.52 13.67 16.12 13.09 1.26 14.6 01-2008 01-2020
14.59 14.16 14.92 13.83 0.41 14.38 12-2007 12-2019
15.65 15.21 16.23 14.63 0.59 15.43 11-2007 11-2019
15.34 15.36 16.12 14.59 0.54 15.35 10-2007 10-2019
14.92 15.28 16 14.21 0.65 15.1 09-2007 09-2019
15.73 15.35 16.16 14.93 0.46 15.54 08-2007 08-2019
15.74 15.52 16.28 14.99 0.46 15.63 07-2007 07-2019
16.3 16.09 16.69 15.71 0.35 16.2 06-2007 06-2019
16.18 16.06 16.77 15.47 0.46 16.12 05-2007 05-2019
16.88 16.42 17.24 16.07 0.44 16.65 04-2007 04-2019
17.18 16.76 17.6 16.34 0.47 16.97 03-2007 03-2019
16.18 15.9 16.72 15.36 0.49 16.04 02-2007 02-2019
15.94 15.82 16.49 15.28 0.43 15.88 01-2007 01-2019
15.55 15.47 16.22 14.79 0.51 15.51 12-2006 12-2018
14.86 15.19 15.61 14.44 0.43 15.02 11-2006 11-2018
14.52 15.22 15.58 14.16 0.56 14.87 10-2006 10-2018
15.5 16.05 16.67 14.88 0.66 15.78 09-2006 09-2018
16.56 16.36 17.23 15.7 0.55 16.46 08-2006 08-2018
15.91 15.87 16.7 15.08 0.57 15.89 07-2006 07-2018
17.08 15.53 17.41 15.21 0.95 16.31 06-2006 06-2018
15.34 13.65 15.69 13.31 1.03 14.5 05-2006 05-2018
13.38 13.64 14.31 12.72 0.57 13.51 04-2006 04-2018
14.05 13.4 14.45 12.99 0.57 13.72 03-2006 03-2018
15.6 14.98 16.28 14.31 0.73 15.29 02-2006 02-2018
16.24 16.06 16.75 15.54 0.43 16.15 01-2006 01-2018
16.34 16.23 16.84 15.73 0.39 16.29 12-2005 12-2017
17.23 16.32 17.61 15.95 0.67 16.78 11-2005 11-2017
17.38 16.54 17.99 15.93 0.79 16.96 10-2005 10-2017
17 16.43 17.6 15.83 0.66 16.71 09-2005 09-2017
17.57 17.56 18.04 17.09 0.34 17.56 08-2005 08-2017
18.11 19.18 19.53 17.76 0.73 18.64 07-2005 07-2017
19.01 18.68 19.44 18.25 0.44 18.84 06-2005 06-2017
19.05 19.13 20.13 18.05 0.74 19.09 05-2005 05-2017
19.24 19.07 19.79 18.52 0.45 19.16 04-2005 04-2017
19.11 19.23 19.86 18.47 0.49 19.17 03-2005 03-2017

Rolling return for 15 year

Average return: 15.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.9 14.42 14.67 13.65 0.4 14.16 04-2010 04-2025
14.01 14.24 14.58 13.67 0.33 14.12 03-2010 03-2025
14.21 15.13 15.44 13.91 0.63 14.67 02-2010 02-2025
14.68 14.74 15.16 14.27 0.32 14.71 01-2010 01-2025
14.7 14.65 15.05 14.3 0.27 14.68 12-2009 12-2024
14.82 14.79 15.37 14.25 0.4 14.81 11-2009 11-2024
15.56 15.82 16.49 14.89 0.57 15.69 10-2009 10-2024
16.47 16.56 16.89 16.14 0.27 16.52 09-2009 09-2024
16.47 15.93 16.84 15.56 0.49 16.2 08-2009 08-2024
16.26 15.86 17.12 15 0.76 16.06 07-2009 07-2024
16.25 16.56 17.05 15.76 0.47 16.41 06-2009 06-2024
16.87 16.55 17.2 16.22 0.36 16.71 05-2009 05-2024
16.94 16.77 17.27 16.44 0.3 16.86 04-2009 04-2024
17.72 17.12 18.07 16.77 0.51 17.42 03-2009 03-2024
16.96 17.12 17.34 16.74 0.22 17.04 02-2009 02-2024
17.39 17.48 17.88 17 0.31 17.44 01-2009 01-2024
17.41 17.18 17.97 16.63 0.48 17.3 12-2008 12-2023
17.2 16.98 17.53 16.65 0.32 17.09 11-2008 11-2023
17.75 16.26 18.09 15.92 0.93 17.01 10-2008 10-2023
16.21 15.94 16.44 15.72 0.27 16.08 09-2008 09-2023
16.15 16.05 16.44 15.76 0.24 16.1 08-2008 08-2023
17.17 16.55 17.51 16.21 0.51 16.86 07-2008 07-2023
16.37 15.48 16.67 15.18 0.61 15.93 06-2008 06-2023
14.97 14.92 15.51 14.38 0.4 14.95 05-2008 05-2023
14.64 14.58 15.04 14.18 0.3 14.61 04-2008 04-2023
15.01 14.64 15.28 14.38 0.34 14.83 03-2008 03-2023
15.05 14.74 15.54 14.26 0.47 14.9 02-2008 02-2023
15.17 13.43 15.38 13.22 0.98 14.3 01-2008 01-2023
14.42 14.19 14.8 13.81 0.36 14.3 12-2007 12-2022
14.96 14.54 15.36 14.14 0.46 14.75 11-2007 11-2022
14.72 14.5 15.11 14.12 0.36 14.61 10-2007 10-2022
14.87 14.71 15.28 14.3 0.35 14.79 09-2007 09-2022
15.48 15.14 15.79 14.83 0.36 15.31 08-2007 08-2022
14.46 14.85 15.45 13.86 0.58 14.66 07-2007 07-2022
14.41 14.6 15.07 13.94 0.41 14.5 06-2007 06-2022
14.35 14.43 14.99 13.79 0.43 14.39 05-2007 05-2022
14.8 14.68 15.32 14.15 0.42 14.74 04-2007 04-2022
14.51 14.61 15.27 13.86 0.5 14.56 03-2007 03-2022
14.12 14.12 14.77 13.47 0.46 14.12 02-2007 02-2022
13.97 14.04 14.56 13.45 0.39 14 01-2007 01-2022
13.82 13.8 14.4 13.23 0.41 13.81 12-2006 12-2021
13.73 13.92 14.25 13.4 0.31 13.82 11-2006 11-2021
14.03 14.54 14.83 13.75 0.42 14.29 10-2006 10-2021
14.45 14.4 14.89 13.96 0.33 14.43 09-2006 09-2021
14.22 14.25 14.94 13.54 0.5 14.24 08-2006 08-2021
14.25 13.78 14.43 13.6 0.34 14.02 07-2006 07-2021
15.08 13.95 15.43 13.6 0.76 14.52 06-2006 06-2021
13.42 12.2 13.81 11.81 0.83 12.81 05-2006 05-2021
12.42 12.31 12.83 11.89 0.33 12.36 04-2006 04-2021
12.82 12.56 13.4 11.99 0.51 12.69 03-2006 03-2021
13.88 13.46 14.49 12.86 0.6 13.67 02-2006 02-2021
14.45 14.36 14.91 13.91 0.35 14.41 01-2006 01-2021
14.49 14.7 15.18 14.01 0.42 14.59 12-2005 12-2020
14.72 14.39 15.4 13.72 0.61 14.56 11-2005 11-2020
15.03 14.17 15.31 13.9 0.58 14.6 10-2005 10-2020
14.68 14.36 15.29 13.76 0.55 14.52 09-2005 09-2020
15.44 15.47 15.86 15.06 0.28 15.46 08-2005 08-2020
15.59 15.75 16.02 15.31 0.26 15.67 07-2005 07-2020
15.69 15.67 16.27 15.1 0.41 15.68 06-2005 06-2020
15.78 15.95 16.73 15 0.61 15.86 05-2005 05-2020
16.07 16.63 17.2 15.51 0.63 16.35 04-2005 04-2020
15.22 16.86 17.36 14.73 1.1 16.04 03-2005 03-2020