NIFTY HEALTHCARE

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.76
Weighted mean CAGR by duration 12.47
Mean CAGR 15.63
Standard deviation CAGR 8.86
Range for CAGR 28.43

Summary

Duration Min Max Median Average XIRR (%)
1 year 2.28 64.65 41.05 36.64
3 year 8.27 25.15 16.25 16.24
5 year -4.31 28.59 8.89 10.77
7 year 0.74 17.42 8.16 8.21
10 year 5.56 21.64 11.71 12.38
12 year 7.73 17.76 12.13 12.21
15 year 10.16 17.80 12.51 12.94

Rolling return for 1 year

Average return: 36.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
9 15.15 22.72 2.28 7.55 12.29 04-2024 04-2025
9.67 16.55 23.34 3.63 7.38 13.3 03-2024 03-2025
11.81 17.01 26.19 3.68 8.17 14.67 02-2024 02-2025
25.06 31.9 42.11 16.07 9.52 28.79 01-2024 01-2025
41.16 40.61 49.98 32.35 6.24 41.02 12-2023 12-2024
47.97 42.53 59.4 32.31 9.77 45.55 11-2023 11-2024
54.4 54.65 64.65 45.03 6.94 54.68 10-2023 10-2024
52.39 51.5 58.64 45.53 4.65 52.02 09-2023 09-2024
44.44 47.78 54.95 37.76 6.19 46.23 08-2023 08-2024
41.73 42.84 56.46 29.4 9.58 42.61 07-2023 07-2024
37.76 40.93 53.58 26.41 9.68 39.67 06-2023 06-2024
48.42 48.96 56.89 40.92 5.65 48.8 05-2023 05-2024

Rolling return for 3 year

Average return: 16.24
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.74 17.51 19.37 12.95 2.47 16.14 04-2022 04-2025
17.73 17.77 22.43 13.25 3.25 17.8 03-2022 03-2025
17.58 18.52 22.42 13.83 3.06 18.09 02-2022 02-2025
18.7 18.83 23.87 13.88 3.53 18.82 01-2022 01-2025
19.96 18.67 22.41 16.3 2.21 19.34 12-2021 12-2024
17.57 17.81 20.53 14.92 1.99 17.71 11-2021 11-2024
18.83 17.74 21.41 15.25 2.21 18.31 10-2021 10-2024
17.84 17.14 19.43 15.58 1.38 17.5 09-2021 09-2024
15.79 16.64 18.53 13.94 1.65 16.23 08-2021 08-2024
12.95 15.15 16.73 11.42 2.03 14.06 07-2021 07-2024
10.32 12.82 14.4 8.81 2.17 11.59 06-2021 06-2024
13.26 13.13 15.37 11.06 1.52 13.21 05-2021 05-2024
15.99 15.04 18.48 12.63 2.1 15.54 04-2021 04-2024
18.09 17.99 20.33 15.79 1.61 18.05 03-2021 03-2024
16.61 17.13 19.58 14.22 1.9 16.88 02-2021 02-2024
14.04 13.5 16.91 10.71 2.2 13.79 01-2021 01-2024
11.74 12.12 14.17 9.73 1.58 11.94 12-2020 12-2023
11.63 13.47 15.87 9.32 2.41 12.57 11-2020 11-2023
10.78 10.56 13.12 8.27 1.72 10.68 10-2020 10-2023
12.93 11.09 14.67 9.4 1.97 12.02 09-2020 09-2023
13.16 12.32 14.96 10.56 1.58 12.75 08-2020 08-2023
15.13 14.14 18.68 10.73 2.83 14.67 07-2020 07-2023
12.92 13.97 16.2 10.75 1.96 13.46 06-2020 06-2023
13.13 13.17 15.11 11.23 1.37 13.16 05-2020 05-2023
20.69 11.98 22.95 9.91 5.54 16.38 04-2020 04-2023
22.33 14.71 23.99 13.18 4.68 18.55 03-2020 03-2023
15.99 15.06 18.18 12.93 1.89 15.54 02-2020 02-2023
17.4 16.5 19.03 14.9 1.49 16.96 01-2020 01-2023
18.51 19.71 20.77 17.48 1.24 19.12 12-2019 12-2022
20.4 20.58 23.27 17.77 1.95 20.5 11-2019 11-2022
23.13 21.07 25.15 19.11 2.26 22.12 10-2019 10-2022
19.54 19.95 22.32 17.22 1.81 19.76 09-2019 09-2022
19.6 20.11 21.91 17.84 1.45 19.86 08-2019 08-2022
17.88 18.51 20.85 15.6 1.87 18.21 07-2019 07-2022
16.78 16.79 19.85 13.8 2.14 16.8 06-2019 06-2022
16.1 16.8 20.19 12.82 2.62 16.48 05-2019 05-2022

Rolling return for 5 year

Average return: 10.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.81 19.86 26.78 17.06 3.71 21.88 04-2020 04-2025
25.6 22.72 28.59 19.87 3.25 24.2 03-2020 03-2025
21.4 22.39 24.37 19.47 1.77 21.91 02-2020 02-2025
22.46 24.02 25.63 20.89 1.76 23.25 01-2020 01-2025
24.2 25.06 25.72 23.55 0.83 24.63 12-2019 12-2024
24.11 24.31 25.97 22.48 1.24 24.22 11-2019 11-2024
26.77 25.88 28.41 24.27 1.5 26.33 10-2019 10-2024
26.04 25.58 27.06 24.57 0.9 25.81 09-2019 09-2024
24.46 25.1 26.22 23.36 1.04 24.79 08-2019 08-2024
22.35 23.35 24.79 20.93 1.41 22.85 07-2019 07-2024
19.99 20.74 22.63 18.15 1.61 20.38 06-2019 06-2024
19.13 18.41 20.46 17.1 1.21 18.77 05-2019 05-2024
17.02 18.05 18.52 16.55 0.79 17.54 04-2019 04-2024
17.37 17.85 18.71 16.52 0.79 17.61 03-2019 03-2024
17.91 18.26 19.71 16.49 1.15 18.09 02-2019 02-2024
15.78 16.63 17.52 14.9 0.97 16.21 01-2019 01-2024
14.8 15.03 16.29 13.55 0.97 14.92 12-2018 12-2023
11.88 13.24 14.41 10.73 1.39 12.57 11-2018 11-2023
11.62 11.18 13.03 9.8 1.15 11.41 10-2018 10-2023
10.56 9.93 11.58 8.92 0.97 10.25 09-2018 09-2023
12.03 10.47 13.1 9.43 1.41 11.26 08-2018 08-2023
11.81 12.4 13.86 10.37 1.25 12.11 07-2018 07-2023
11.74 10.81 13.68 8.93 1.71 11.29 06-2018 06-2023
10.89 9.66 12.04 8.53 1.31 10.28 05-2018 05-2023
8.84 8.88 10.06 7.67 0.85 8.86 04-2018 04-2023
8.72 8.09 9.6 7.21 0.87 8.41 03-2018 03-2023
7.87 8.06 9.09 6.86 0.79 7.97 02-2018 02-2023
7.62 7.63 8.51 6.74 0.63 7.62 01-2018 01-2023
9.23 8.86 10.47 7.63 1.01 9.05 12-2017 12-2022
9.86 9.49 11.43 7.95 1.24 9.68 11-2017 11-2022
9.61 9.4 10.69 8.34 0.83 9.51 10-2017 10-2022
9.44 9.1 10.96 7.6 1.19 9.28 09-2017 09-2022
10.44 9.03 11.72 7.78 1.48 9.74 08-2017 08-2022
7.01 7.16 8.62 5.58 1.08 7.09 07-2017 07-2022
7.21 7.69 8.9 6.02 1.03 7.46 06-2017 06-2022
8.98 8.1 11.27 5.87 1.93 8.55 05-2017 05-2022
8.06 8.27 9.08 7.26 0.65 8.17 04-2017 04-2022
5.92 7.86 8.41 5.38 1.27 6.89 03-2017 03-2022
6.76 7.76 8.86 5.69 1.18 7.27 02-2017 02-2022
7.13 9.3 9.84 6.61 1.38 8.22 01-2017 01-2022
8.52 8.15 10.56 6.15 1.56 8.35 12-2016 12-2021
7.86 7.41 9.35 5.95 1.21 7.64 11-2016 11-2021
6.31 7.58 8.28 5.62 1.04 6.95 10-2016 10-2021
6.92 7.33 8.17 6.09 0.75 7.13 09-2016 09-2021
7.04 7.5 8.07 6.47 0.59 7.27 08-2016 08-2021
7.17 6.95 8.05 6.08 0.7 7.06 07-2016 07-2021
7.73 7.69 8.63 6.79 0.65 7.71 06-2016 06-2021
6.27 6.74 7.53 5.49 0.74 6.51 05-2016 05-2021
4.57 5.61 6.44 3.76 1.02 5.09 04-2016 04-2021
3.72 3.21 4.95 2 1.06 3.47 03-2016 03-2021
3.85 3.53 5.15 2.25 1.03 3.69 02-2016 02-2021
3.84 3.61 5.71 1.78 1.39 3.73 01-2016 01-2021
2.79 2.88 3.92 1.76 0.76 2.84 12-2015 12-2020
0.99 0.05 2.27 -1.2 1.27 0.53 11-2015 11-2020
-0.97 -0.07 0.4 -1.43 0.72 -0.52 10-2015 10-2020
-0.2 0.5 1.72 -1.4 1.13 0.16 09-2015 09-2020
-0.74 -0.92 0.66 -2.29 1.04 -0.82 08-2015 08-2020
-2.3 -1.74 0.01 -4.01 1.44 -2.01 07-2015 07-2020
-1.35 -1.68 -0.19 -2.81 0.93 -1.51 06-2015 06-2020
-2.99 -3.33 -2 -4.31 0.83 -3.16 05-2015 05-2020

Rolling return for 7 year

Average return: 8.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.17 15.23 16.12 13.29 1.07 14.7 04-2018 04-2025
14.58 15.37 16.52 13.45 1.12 14.98 03-2018 03-2025
13.78 14.98 15.76 13.01 1.06 14.38 02-2018 02-2025
13.7 15.13 15.8 13.04 1.1 14.42 01-2018 01-2025
15.61 15.4 16.62 14.4 0.79 15.51 12-2017 12-2024
15.25 15.03 16.48 13.81 0.95 15.14 11-2017 11-2024
15.7 15.79 16.77 14.73 0.72 15.75 10-2017 10-2024
16.56 15.83 17.24 15.16 0.78 16.2 09-2017 09-2024
16.24 15.39 17.42 14.24 1.16 15.82 08-2017 08-2024
12.97 13.48 14.58 11.89 0.97 13.23 07-2017 07-2024
12.02 12.87 13.77 11.13 0.98 12.45 06-2017 06-2024
13.03 11.6 13.93 10.72 1.24 12.32 05-2017 05-2024
10.74 11.16 11.75 10.15 0.58 10.95 04-2017 04-2024
10.28 10.77 11.17 9.88 0.49 10.53 03-2017 03-2024
10.54 10.94 11.74 9.74 0.72 10.74 02-2017 02-2024
9.5 10.28 10.67 9.11 0.62 9.89 01-2017 01-2024
9.11 8.4 10.12 7.4 0.99 8.76 12-2016 12-2023
6.98 7.33 8.7 5.62 1.1 7.16 11-2016 11-2023
5.71 6.17 6.66 5.23 0.53 5.94 10-2016 10-2023
5.97 6.08 6.67 5.38 0.46 6.03 09-2016 09-2023
6.06 6.38 6.78 5.66 0.41 6.22 08-2016 08-2023
5.32 5.92 6.7 4.55 0.79 5.62 07-2016 07-2023
5.08 5.72 6.38 4.43 0.73 5.4 06-2016 06-2023
4.12 4.35 4.9 3.58 0.47 4.24 05-2016 05-2023
3.65 3.9 4.48 3.08 0.5 3.78 04-2016 04-2023
3.47 2.83 4.07 2.24 0.69 3.15 03-2016 03-2023
3.44 3.12 4.28 2.3 0.71 3.29 02-2016 02-2023
4 3.13 4.62 2.52 0.8 3.57 01-2016 01-2023
3.51 3.6 4.35 2.77 0.56 3.56 12-2015 12-2022
3.61 3.03 4.66 1.99 0.97 3.32 11-2015 11-2022
1.89 2.26 2.6 1.55 0.39 2.07 10-2015 10-2022
2.23 2.35 3.24 1.35 0.67 2.29 09-2015 09-2022
2.09 1.77 2.93 0.94 0.71 1.93 08-2015 08-2022
2.02 1.82 3.11 0.74 0.84 1.92 07-2015 07-2022
2.47 2.51 3.62 1.38 0.79 2.5 06-2015 06-2022
2.69 3.22 4.23 1.69 0.92 2.96 05-2015 05-2022
4.05 2.55 4.75 1.86 1.15 3.3 04-2015 04-2022
2.7 3.39 4.42 1.68 1 3.05 03-2015 03-2022
3.83 4.58 5.28 3.13 0.81 4.21 02-2015 02-2022
4.98 5.41 6.86 3.55 1.18 5.2 01-2015 01-2022
5.53 5.91 6.94 4.51 0.87 5.72 12-2014 12-2021
5.7 6.13 6.74 5.1 0.6 5.92 11-2014 11-2021
6.82 7.15 8.24 5.76 0.88 6.99 10-2014 10-2021
7.41 7.25 8.31 6.36 0.69 7.33 09-2014 09-2021
8.93 8.11 9.68 7.37 0.87 8.52 08-2014 08-2021
9.61 9.13 10.25 8.5 0.64 9.37 07-2014 07-2021
10.91 9.74 11.57 9.09 0.97 10.33 06-2014 06-2021
10.42 10.07 11.36 9.14 0.79 10.25 05-2014 05-2021
8.97 9.37 10.35 8 0.84 9.17 04-2014 04-2021
8.23 8.19 9.14 7.28 0.66 8.21 03-2014 03-2021
8.43 8.39 9.39 7.43 0.69 8.41 02-2014 02-2021
8.81 9.61 10.21 8.22 0.76 9.21 01-2014 01-2021
9.71 9.61 10.57 8.76 0.64 9.66 12-2013 12-2020
8.51 9 9.48 8.03 0.54 8.75 11-2013 11-2020
8.62 9.04 9.7 7.97 0.63 8.83 10-2013 10-2020
9.21 9.62 10.71 8.14 0.92 9.42 09-2013 09-2020
9.89 9.68 10.99 8.6 0.85 9.79 08-2013 08-2020
7.11 8.13 8.91 6.34 0.98 7.62 07-2013 07-2020
7.82 7.73 8.72 6.84 0.67 7.78 06-2013 06-2020
6.48 6.48 7.26 5.71 0.55 6.48 05-2013 05-2020
4.23 7.41 8.49 3.19 2.19 5.83 04-2013 04-2020
3.65 6.65 7.17 3.15 1.77 5.16 03-2013 03-2020
6.36 6.92 7.58 5.7 0.69 6.64 02-2013 02-2020
6.14 6.31 7.12 5.33 0.64 6.23 01-2013 01-2020
5.86 5.77 6.26 5.38 0.31 5.82 12-2012 12-2019
6.1 6.4 7.1 5.4 0.61 6.25 11-2012 11-2019
5.22 6.37 6.73 4.87 0.77 5.8 10-2012 10-2019
6.06 6.19 6.95 5.3 0.59 6.12 09-2012 09-2019
6.35 6.62 7.03 5.94 0.4 6.49 08-2012 08-2019
7.08 7.46 7.98 6.57 0.52 7.27 07-2012 07-2019
7.9 8.31 9.1 7.12 0.71 8.11 06-2012 06-2019
8.6 9.41 9.94 8.08 0.72 9.01 05-2012 05-2019
9.85 9.55 10.17 9.24 0.35 9.7 04-2012 04-2019
10.04 9.91 10.61 9.34 0.45 9.97 03-2012 03-2019
9.66 10.19 10.62 9.23 0.53 9.93 02-2012 02-2019
10.91 10.42 11.52 9.82 0.63 10.67 01-2012 01-2019
10.85 10.7 11.72 9.84 0.67 10.78 12-2011 12-2018
11.31 11.32 12.13 10.51 0.57 11.32 11-2011 11-2018
11.55 11.84 12.87 10.53 0.83 11.7 10-2011 10-2018
12.53 13.2 13.74 12 0.66 12.87 09-2011 09-2018
11.5 11.79 13.39 9.93 1.23 11.65 08-2011 08-2018
9.41 9.97 10.43 8.96 0.56 9.69 07-2011 07-2018
8.76 10.12 10.76 8.13 1.05 9.44 06-2011 06-2018
8.94 9.68 10.62 8.01 0.96 9.31 05-2011 05-2018

Rolling return for 10 year

Average return: 12.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.15 6.82 8.43 5.56 1.02 6.99 04-2015 04-2025
7 7.51 8.26 6.25 0.73 7.25 03-2015 03-2025
7.77 8.58 9.09 7.27 0.7 8.18 02-2015 02-2025
8.92 9.27 10.32 7.88 0.87 9.1 01-2015 01-2025
9.67 9.59 10.33 8.93 0.5 9.63 12-2014 12-2024
9.13 9.51 9.94 8.7 0.46 9.32 11-2014 11-2024
10.29 10.23 11 9.52 0.52 10.26 10-2014 10-2024
10.44 10.12 10.89 9.68 0.44 10.28 09-2014 09-2024
10.94 10.6 11.72 9.83 0.68 10.77 08-2014 08-2024
10.6 10.9 11.7 9.81 0.68 10.75 07-2014 07-2024
10.73 10.66 11.94 9.46 0.88 10.7 06-2014 06-2024
11.27 10.98 11.89 10.36 0.55 11.12 05-2014 05-2024
11.03 11.04 11.74 10.34 0.49 11.04 04-2014 04-2024
11.09 11.04 11.72 10.41 0.46 11.06 03-2014 03-2024
10.82 10.94 11.66 10.11 0.55 10.88 02-2014 02-2024
10.36 10.76 11.18 9.94 0.46 10.56 01-2014 01-2024
10.32 10.36 11.03 9.65 0.49 10.34 12-2013 12-2023
9.43 10.32 10.66 9.1 0.63 9.88 11-2013 11-2023
9.27 9.49 9.95 8.81 0.41 9.38 10-2013 10-2023
10.31 10.06 10.82 9.55 0.46 10.19 09-2013 09-2023
10.86 10.47 11.38 9.95 0.52 10.66 08-2013 08-2023
9.45 9.9 10.45 8.9 0.57 9.68 07-2013 07-2023
9.32 9.56 10.27 8.62 0.59 9.44 06-2013 06-2023
8.43 8.45 9 7.89 0.39 8.44 05-2013 05-2023
8.92 8.76 9.53 8.15 0.49 8.84 04-2013 04-2023
8.94 9.01 9.38 8.57 0.29 8.97 03-2013 03-2023
9.16 9.3 9.77 8.69 0.39 9.23 02-2013 02-2023
9.4 9.27 9.85 8.82 0.37 9.34 01-2013 01-2023
9.51 9.78 10.13 9.16 0.36 9.64 12-2012 12-2022
10.2 10.47 10.98 9.69 0.47 10.34 11-2012 11-2022
10.3 10.58 10.84 10.04 0.3 10.44 10-2012 10-2022
9.94 10.14 10.7 9.39 0.47 10.04 09-2012 09-2022
10.17 10.5 10.8 9.87 0.35 10.34 08-2012 08-2022
10.21 10.66 11.04 9.84 0.45 10.44 07-2012 07-2022
10.49 10.79 11.35 9.93 0.51 10.64 06-2012 06-2022
10.8 11.58 11.96 10.42 0.61 11.19 05-2012 05-2022
11.82 11.91 12.35 11.38 0.34 11.87 04-2012 04-2022
11.33 12.13 12.63 10.84 0.69 11.73 03-2012 03-2022
11.57 12.36 12.66 11.27 0.57 11.96 02-2012 02-2022
12.38 13 13.78 11.6 0.8 12.69 01-2012 01-2022
12.86 13.19 13.92 12.14 0.64 13.03 12-2011 12-2021
12.95 13.15 13.72 12.37 0.48 13.05 11-2011 11-2021
13.1 13.42 14.15 12.38 0.64 13.26 10-2011 10-2021
13.4 13.68 14.06 13.02 0.38 13.54 09-2011 09-2021
13.41 12.83 13.96 12.29 0.63 13.12 08-2011 08-2021
12.43 12.56 12.89 12.1 0.28 12.5 07-2011 07-2021
12.39 12.4 12.86 11.94 0.33 12.4 06-2011 06-2021
12.04 12.04 12.71 11.38 0.47 12.04 05-2011 05-2021
11.1 11.78 12.09 10.79 0.52 11.44 04-2011 04-2021
10.94 11.08 11.59 10.42 0.42 11.01 03-2011 03-2021
11.34 11.2 12.03 10.51 0.54 11.27 02-2011 02-2021
10.51 10.5 11.5 9.52 0.7 10.51 01-2011 01-2021
10.15 10.29 10.75 9.69 0.38 10.22 12-2010 12-2020
9.24 9.49 9.93 8.81 0.41 9.37 11-2010 11-2020
10.04 10.04 10.8 9.29 0.53 10.04 10-2010 10-2020
10.72 10.97 11.78 9.92 0.66 10.85 09-2010 09-2020
10.89 11.26 11.67 10.49 0.44 11.08 08-2010 08-2020
9.39 10.34 10.68 9.06 0.66 9.87 07-2010 07-2020
9.57 9.55 10.21 8.92 0.46 9.56 06-2010 06-2020
9.38 9.44 9.94 8.88 0.38 9.41 05-2010 05-2020
6.83 9.52 9.86 6.49 1.52 8.18 04-2010 04-2020
6.64 8.39 9.16 5.89 1.31 7.52 03-2010 03-2020
9.25 9.57 10.13 8.7 0.52 9.41 02-2010 02-2020
9.37 9.09 10.08 8.39 0.61 9.23 01-2010 01-2020
8.93 8.71 9.22 8.42 0.29 8.82 12-2009 12-2019
9.93 9.62 10.66 8.89 0.64 9.77 11-2009 11-2019
9.2 9.79 10.29 8.7 0.6 9.49 10-2009 10-2019
10.91 10.03 11.56 9.39 0.83 10.47 09-2009 09-2019
11.31 11.22 11.8 10.73 0.38 11.27 08-2009 08-2019
12.22 11.72 12.87 11.07 0.66 11.97 07-2009 07-2019
12.33 12.29 13.21 11.42 0.63 12.31 06-2009 06-2019
14.15 13.67 15.13 12.7 0.88 13.91 05-2009 05-2019
16.29 15.36 16.52 15.13 0.59 15.82 04-2009 04-2019
17.35 16.34 17.78 15.92 0.75 16.85 03-2009 03-2019
16.51 16.38 17.22 15.68 0.55 16.45 02-2009 02-2019
16.32 15.5 16.76 15.06 0.67 15.91 01-2009 01-2019
15.66 15.65 16.29 15.02 0.45 15.65 12-2008 12-2018
16.28 15.69 16.88 15.1 0.66 15.99 11-2008 11-2018
16.64 13.89 17.61 12.95 1.91 15.27 10-2008 10-2018
13.96 12.98 14.81 12.14 1.01 13.47 09-2008 09-2018
11.81 12.73 13.14 11.41 0.69 12.27 08-2008 08-2018
12.03 11.87 12.76 11.15 0.57 11.95 07-2008 07-2018
10.72 11.09 12.14 9.68 0.88 10.91 06-2008 06-2018
10.47 11.13 11.66 9.95 0.65 10.8 05-2008 05-2018
12.25 11.49 12.85 10.89 0.74 11.87 04-2008 04-2018
12.49 12.45 13.27 11.67 0.57 12.47 03-2008 03-2018
13.56 12.87 14.1 12.33 0.67 13.21 02-2008 02-2018
14.52 12.12 14.99 11.66 1.45 13.32 01-2008 01-2018
12.54 12.01 13.37 11.18 0.8 12.27 12-2007 12-2017
12.59 13.06 13.58 12.07 0.56 12.82 11-2007 11-2017
12.93 12.86 13.6 12.2 0.5 12.9 10-2007 10-2017
12.66 13.23 13.61 12.28 0.51 12.95 09-2007 09-2017
13.05 13.48 14.44 12.11 0.84 13.27 08-2007 08-2017
13.43 13.51 14.19 12.75 0.51 13.47 07-2007 07-2017
12.65 12.95 13.28 12.33 0.35 12.8 06-2007 06-2017
12.53 13.52 14.17 11.89 0.88 13.03 05-2007 05-2017
14.66 14 15.09 13.57 0.59 14.33 04-2007 04-2017
15.72 14.92 16.02 14.63 0.57 15.32 03-2007 03-2017
14.92 14.21 15.5 13.64 0.7 14.57 02-2007 02-2017
14.28 13.94 14.56 13.66 0.34 14.11 01-2007 01-2017
14.5 14.88 15.77 13.62 0.77 14.69 12-2006 12-2016
14.87 15.35 15.9 14.32 0.58 15.11 11-2006 11-2016
15.81 15.94 16.19 15.56 0.23 15.88 10-2006 10-2016
16.22 16.14 16.67 15.69 0.35 16.18 09-2006 09-2016
17.25 16.34 17.56 16.03 0.63 16.8 08-2006 08-2016
17.87 17.64 18.48 17.04 0.52 17.76 07-2006 07-2016
17.96 16.51 18.47 16 1.01 17.23 06-2006 06-2016
16.08 14.3 16.51 13.88 1.12 15.19 05-2006 05-2016
14.67 14.28 15.12 13.84 0.47 14.48 04-2006 04-2016
15.17 15.26 16.14 14.3 0.65 15.22 03-2006 03-2016
16.44 16.12 17.35 15.22 0.76 16.28 02-2006 02-2016
17.12 17.66 18.29 16.49 0.66 17.39 01-2006 01-2016
18.12 18.23 18.71 17.64 0.38 18.18 12-2005 12-2015
19.44 19.37 20.76 18.07 0.95 19.41 11-2005 11-2015
21.03 19.37 21.32 19.09 0.98 20.2 10-2005 10-2015
18.9 19.02 19.63 18.3 0.47 18.96 09-2005 09-2015
19.59 19.88 20.54 18.94 0.57 19.74 08-2005 08-2015
19.34 19.85 20.4 18.79 0.6 19.59 07-2005 07-2015
19.19 19.7 20.09 18.81 0.49 19.45 06-2005 06-2015
20.82 20.41 21.64 19.59 0.74 20.62 05-2005 05-2015

Rolling return for 12 year

Average return: 12.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.98 12.43 13.09 11.33 0.64 12.21 04-2013 04-2025
12.29 13.07 13.39 11.97 0.57 12.68 03-2013 03-2025
12.38 13.11 13.52 11.98 0.6 12.75 02-2013 02-2025
12.66 13.36 13.86 12.16 0.65 13.01 01-2013 01-2025
13.15 13.42 13.72 12.85 0.32 13.29 12-2012 12-2024
13.26 13.53 13.96 12.83 0.41 13.39 11-2012 11-2024
13.71 14.1 14.32 13.49 0.32 13.91 10-2012 10-2024
13.97 13.87 14.35 13.49 0.31 13.92 09-2012 09-2024
13.55 13.96 14.22 13.3 0.36 13.76 08-2012 08-2024
13.2 13.81 14.13 12.88 0.49 13.51 07-2012 07-2024
12.78 13.33 13.81 12.31 0.56 13.06 06-2012 06-2024
12.87 13.07 13.39 12.55 0.31 12.97 05-2012 05-2024
12.79 13.01 13.39 12.41 0.36 12.9 04-2012 04-2024
13.04 13.15 13.57 12.62 0.34 13.09 03-2012 03-2024
13.03 13.48 13.74 12.77 0.38 13.26 02-2012 02-2024
12.91 12.97 13.62 12.27 0.48 12.94 01-2012 01-2024
12.48 12.49 13.09 11.88 0.43 12.48 12-2011 12-2023
11.55 12.12 12.59 11.08 0.57 11.84 11-2011 11-2023
11.58 11.56 12.16 10.98 0.42 11.57 10-2011 10-2023
11.71 11.83 12.14 11.4 0.27 11.77 09-2011 09-2023
11.73 11.24 12.17 10.8 0.51 11.48 08-2011 08-2023
10.41 10.97 11.25 10.14 0.44 10.69 07-2011 07-2023
9.99 10.41 10.78 9.62 0.44 10.2 06-2011 06-2023
9.74 9.68 10.22 9.2 0.36 9.71 05-2011 05-2023
9.42 9.67 9.93 9.17 0.28 9.55 04-2011 04-2023
9.54 9.49 9.91 9.12 0.28 9.52 03-2011 03-2023
9.8 9.63 10.32 9.12 0.43 9.72 02-2011 02-2023
9.47 9.02 9.85 8.65 0.45 9.25 01-2011 01-2023
9.33 9.47 9.84 8.95 0.32 9.4 12-2010 12-2022
9.44 9.72 10.09 9.08 0.37 9.58 11-2010 11-2022
9.93 9.75 10.38 9.31 0.38 9.84 10-2010 10-2022
10.36 10.32 11 9.69 0.46 10.34 09-2010 09-2022
10.66 10.85 11.19 10.32 0.31 10.75 08-2010 08-2022
10.09 10.5 10.78 9.81 0.37 10.29 07-2010 07-2022
10.08 10.25 10.8 9.54 0.45 10.17 06-2010 06-2022
10.83 11.37 11.8 10.41 0.53 11.1 05-2010 05-2022
11.59 11.73 12.03 11.3 0.26 11.66 04-2010 04-2022
11.38 11.8 12.47 10.73 0.63 11.59 03-2010 03-2022
12.08 12.51 12.99 11.6 0.51 12.29 02-2010 02-2022
12.33 12.64 13.5 11.48 0.72 12.49 01-2010 01-2022
12.31 12.74 13.18 11.87 0.49 12.53 12-2009 12-2021
13.7 13.46 14.35 12.81 0.55 13.58 11-2009 11-2021
13.77 14.21 14.65 13.34 0.49 13.99 10-2009 10-2021
15.22 14.46 15.78 13.9 0.72 14.84 09-2009 09-2021
15.47 15.43 15.93 14.96 0.34 15.45 08-2009 08-2021
16.14 15.55 16.54 15.16 0.53 15.85 07-2009 07-2021
15.99 15.6 16.39 15.2 0.44 15.79 06-2009 06-2021
16.43 15.76 17 15.19 0.68 16.09 05-2009 05-2021
16.67 16.55 17.53 15.7 0.65 16.61 04-2009 04-2021
17.18 16.56 17.76 15.98 0.67 16.87 03-2009 03-2021
17.07 16.98 17.68 16.37 0.46 17.02 02-2009 02-2021
16.67 16.48 17.54 15.61 0.69 16.58 01-2009 01-2021
16.3 16.29 16.83 15.76 0.38 16.3 12-2008 12-2020
15.6 15.22 16.2 14.62 0.57 15.41 11-2008 11-2020
16.01 13.59 16.68 12.94 1.57 14.8 10-2008 10-2020
12.78 12.17 13.68 11.28 0.88 12.48 09-2008 09-2020
11.57 11.88 12.22 11.24 0.36 11.73 08-2008 08-2020
11.18 11.53 12.27 10.45 0.66 11.36 07-2008 07-2020
10.6 10.27 11.14 9.74 0.51 10.44 06-2008 06-2020
9.99 10.02 10.45 9.55 0.32 10 05-2008 05-2020
8.82 10.27 11.4 7.73 1.4 9.55 04-2008 04-2020
8.6 10.06 10.73 7.94 1.11 9.33 03-2008 03-2020
10.57 10.31 11.31 9.57 0.62 10.44 02-2008 02-2020
10.9 9.18 11.5 8.59 1.2 10.04 01-2008 01-2020
9.72 8.86 9.96 8.62 0.56 9.29 12-2007 12-2019
9.59 9.78 10.2 9.17 0.37 9.68 11-2007 11-2019
9.16 9.47 10.06 8.56 0.54 9.31 10-2007 10-2019
9.67 9.9 10.2 9.36 0.31 9.78 09-2007 09-2019
10.39 10.03 10.8 9.62 0.44 10.21 08-2007 08-2019
9.65 9.64 10.18 9.1 0.38 9.64 07-2007 07-2019
9.36 9.81 10.07 9.1 0.38 9.59 06-2007 06-2019
10.17 10.44 10.96 9.65 0.47 10.3 05-2007 05-2019
11.4 10.71 11.59 10.52 0.45 11.05 04-2007 04-2019
11.85 11.31 12.19 10.97 0.47 11.58 03-2007 03-2019
11.14 10.67 11.71 10.11 0.59 10.91 02-2007 02-2019
10.86 10.71 11.21 10.36 0.31 10.79 01-2007 01-2019
11.2 10.99 11.71 10.49 0.44 11.1 12-2006 12-2018
11.42 11.45 11.9 10.97 0.33 11.43 11-2006 11-2018
11.51 12.08 12.28 11.31 0.4 11.79 10-2006 10-2018
12.44 12.71 13.14 12.01 0.41 12.57 09-2006 09-2018
12.7 12.82 13.81 11.72 0.74 12.76 08-2006 08-2018
12.83 12.77 13.44 12.17 0.45 12.8 07-2006 07-2018
12.78 12.41 13.99 11.22 0.99 12.6 06-2006 06-2018
11.05 10.27 12.05 9.29 1.01 10.66 05-2006 05-2018
10.48 10.31 10.98 9.82 0.41 10.4 04-2006 04-2018
10.82 10.76 11.46 10.12 0.47 10.79 03-2006 03-2018
12.19 11.65 12.63 11.21 0.54 11.92 02-2006 02-2018
13.2 13.07 13.58 12.69 0.32 13.13 01-2006 01-2018
12.99 13.3 13.68 12.6 0.4 13.14 12-2005 12-2017
13.83 13.57 14.66 12.74 0.69 13.7 11-2005 11-2017
14.08 13.11 14.64 12.56 0.81 13.6 10-2005 10-2017
12.7 13.02 13.5 12.22 0.47 12.86 09-2005 09-2017
12.72 13.36 13.87 12.21 0.63 13.04 08-2005 08-2017
13.97 14.18 14.61 13.54 0.39 14.07 07-2005 07-2017
14.06 14.28 14.59 13.75 0.31 14.17 06-2005 06-2017
14.71 15.12 16.1 13.74 0.85 14.92 05-2005 05-2017
16.01 15.77 16.37 15.41 0.35 15.89 04-2005 04-2017

Rolling return for 15 year

Average return: 12.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.21 12.86 13.1 11.98 0.46 12.54 04-2010 04-2025
12.62 12.97 13.51 12.09 0.52 12.8 03-2010 03-2025
13.16 13.69 14.07 12.77 0.5 13.42 02-2010 02-2025
13.57 13.85 14.54 12.89 0.59 13.71 01-2010 01-2025
13.8 13.9 14.26 13.44 0.29 13.85 12-2009 12-2024
14.46 14.31 15.03 13.75 0.46 14.39 11-2009 11-2024
14.77 14.91 15.26 14.42 0.3 14.84 10-2009 10-2024
15.74 14.99 16.05 14.68 0.55 15.36 09-2009 09-2024
15.53 15.67 16.07 15.13 0.34 15.6 08-2009 08-2024
15.5 15.47 16.26 14.71 0.55 15.48 07-2009 07-2024
14.83 15.04 15.67 14.21 0.52 14.94 06-2009 06-2024
15.79 15.23 16.21 14.8 0.54 15.51 05-2009 05-2024
16.53 16.25 17.03 15.76 0.46 16.39 04-2009 04-2024
17.36 16.84 17.8 16.4 0.53 17.1 03-2009 03-2024
16.98 17.01 17.57 16.42 0.41 17 02-2009 02-2024
16.14 15.87 16.72 15.3 0.51 16.01 01-2009 01-2024
15.37 15.44 15.87 14.95 0.33 15.41 12-2008 12-2023
14.79 14.87 15.65 14.01 0.58 14.83 11-2008 11-2023
14.95 12.98 15.43 12.51 1.25 13.97 10-2008 10-2023
12.81 11.95 13.16 11.61 0.63 12.38 09-2008 09-2023
11.89 11.97 12.24 11.62 0.22 11.93 08-2008 08-2023
11.96 12.05 12.64 11.37 0.45 12.01 07-2008 07-2023
11.06 11 11.7 10.36 0.47 11.03 06-2008 06-2023
10.61 10.64 10.99 10.26 0.26 10.62 05-2008 05-2023
11.1 10.61 11.51 10.2 0.49 10.86 04-2008 04-2023
11.22 10.97 11.52 10.67 0.31 11.09 03-2008 03-2023
11.63 11.24 12.05 10.83 0.45 11.44 02-2008 02-2023
12.17 10.6 12.48 10.3 0.95 11.39 01-2008 01-2023
11.43 10.95 11.85 10.53 0.5 11.19 12-2007 12-2022
11.67 11.86 12.2 11.33 0.31 11.77 11-2007 11-2022
11.82 11.69 12.18 11.33 0.3 11.75 10-2007 10-2022
11.57 11.84 12.09 11.33 0.29 11.71 09-2007 09-2022
12.18 11.98 12.61 11.55 0.38 12.08 08-2007 08-2022
11.25 11.36 11.8 10.8 0.36 11.3 07-2007 07-2022
10.81 11.17 11.38 10.59 0.31 10.99 06-2007 06-2022
11.33 11.68 12.11 10.91 0.44 11.51 05-2007 05-2022
12.42 12.06 12.77 11.7 0.4 12.24 04-2007 04-2022
12.36 12.52 13.23 11.65 0.56 12.44 03-2007 03-2022
12.13 12.02 12.86 11.3 0.55 12.08 02-2007 02-2022
11.84 12.37 12.78 11.44 0.51 12.11 01-2007 01-2022
12.47 12.59 13.17 11.9 0.45 12.53 12-2006 12-2021
12.48 12.64 13 12.13 0.31 12.56 11-2006 11-2021
12.55 13.08 13.25 12.39 0.36 12.82 10-2006 10-2021
13.03 13.13 13.47 12.69 0.28 13.08 09-2006 09-2021
13.74 13.31 14.11 12.95 0.44 13.53 08-2006 08-2021
14.19 13.96 14.5 13.65 0.31 14.07 07-2006 07-2021
14.45 13.49 14.76 13.17 0.66 13.97 06-2006 06-2021
12.72 11.73 13.16 11.29 0.75 12.23 05-2006 05-2021
11.2 11.32 11.86 10.66 0.43 11.26 04-2006 04-2021
11.22 11.09 11.66 10.65 0.36 11.16 03-2006 03-2021
12.08 11.76 12.55 11.3 0.46 11.92 02-2006 02-2021
12.51 12.78 13.18 12.11 0.39 12.64 01-2006 01-2021
12.77 12.88 13.18 12.47 0.25 12.82 12-2005 12-2020
12.94 12.55 13.42 12.08 0.49 12.75 11-2005 11-2020
13.2 12.5 13.72 11.99 0.66 12.85 10-2005 10-2020
12.16 12.49 12.88 11.78 0.41 12.33 09-2005 09-2020
12.39 12.5 12.91 11.98 0.33 12.45 08-2005 08-2020
11.64 12.17 12.51 11.3 0.47 11.9 07-2005 07-2020
11.91 12.1 12.34 11.67 0.25 12 06-2005 06-2020
12.29 11.91 12.67 11.53 0.42 12.1 05-2005 05-2020
10.62 12.24 12.71 10.16 1.07 11.43 04-2005 04-2020