NIFTY HOUSING

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.85
Weighted mean CAGR by duration 11.12
Mean CAGR 13.79
Standard deviation CAGR 4.85
Range for CAGR 13.26

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.79 48.98 28.10 22.72
3 year 7.02 34.29 18.25 19.04
5 year 0.82 28.36 14.43 14.18
7 year 2.60 17.64 12.29 11.84
10 year 0.60 16.63 9.89 9.46
12 year 0.38 15.16 9.48 9.48
15 year 4.16 15.71 9.81 9.81

Rolling return for 1 year

Average return: 22.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
-6.1 -1.13 2.91 -9.79 4.82 -3.53 04-2024 04-2025
-2.44 3.73 9.2 -7.33 6.24 0.79 03-2024 03-2025
-1.6 2.72 6.75 -5.31 4.53 0.64 02-2024 02-2025
2.53 8.94 13.94 -1.97 6.07 5.86 01-2024 01-2025
17.88 14.4 26.56 6.55 7.18 16.35 12-2023 12-2024
27.92 27.99 38.44 18.26 7.14 28.15 11-2023 11-2024
34.13 37.05 45.74 26.14 7.01 35.77 10-2023 10-2024
33.42 36.85 42.34 28.27 5.12 35.22 09-2023 09-2024
34.71 38.53 42.99 30.52 4.61 36.69 08-2023 08-2024
39.73 38.39 45.13 33.24 4.23 39.12 07-2023 07-2024
34.07 42.47 48.98 28.21 7.92 38.43 06-2023 06-2024
35.79 42.43 46.16 32.33 5.42 39.18 05-2023 05-2024

Rolling return for 3 year

Average return: 19.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.86 10.34 12.24 7.02 1.92 9.62 04-2022 04-2025
12.63 13.23 16.95 9.06 2.8 12.97 03-2022 03-2025
11.46 10.26 14.53 7.3 2.59 10.89 02-2022 02-2025
9.88 11.02 13.81 7.19 2.38 10.47 01-2022 01-2025
13.87 14.34 16.6 11.66 1.75 14.12 12-2021 12-2024
13.06 12.77 16.08 9.84 2.21 12.94 11-2021 11-2024
13.49 14.57 16.68 11.45 1.89 14.05 10-2021 10-2024
15.62 16.83 18.14 14.34 1.41 16.23 09-2021 09-2024
16.69 17.16 19.03 14.85 1.49 16.93 08-2021 08-2024
18.74 18.24 20.25 16.75 1.25 18.49 07-2021 07-2024
15.48 18.48 19.62 14.39 2.13 16.99 06-2021 06-2024
17.67 17.69 20.6 14.84 2.04 17.7 05-2021 05-2024
19.67 18.96 21.28 17.38 1.4 19.32 04-2021 04-2024
17.9 17.94 19.94 15.94 1.41 17.93 03-2021 03-2024
19.15 17.42 20.69 15.92 1.79 18.3 02-2021 02-2024
20.74 19.69 22.56 17.91 1.69 20.23 01-2021 01-2024
20.35 21.35 24.47 17.33 2.55 20.88 12-2020 12-2023
22.34 20.22 25.59 17.11 3.09 21.32 11-2020 11-2023
25.29 24.58 27.89 22.06 2.08 24.95 10-2020 10-2023
29.88 27.56 31.59 25.9 2.17 28.73 09-2020 09-2023
28.09 25.18 29.45 23.87 2.23 26.65 08-2020 08-2023
28.17 28.53 30.22 26.51 1.32 28.36 07-2020 07-2023
27.33 26.67 29.25 24.79 1.59 27.01 06-2020 06-2023
31.64 27.83 32.78 26.73 2.53 29.75 05-2020 05-2023
32.29 26.77 34.29 24.88 3.86 29.56 04-2020 04-2023
32.23 17.25 33.54 16.1 8.13 24.78 03-2020 03-2023
16.24 14.73 18.26 12.76 2.02 15.5 02-2020 02-2023
16.43 18.19 20.22 14.47 2.13 17.33 01-2020 01-2023
19.04 20.25 21.75 17.57 1.54 19.65 12-2019 12-2022
19.54 19.91 20.82 18.64 0.78 19.73 11-2019 11-2022
20.01 19.14 22.32 16.9 1.94 19.59 10-2019 10-2022
21.08 20.1 24.52 16.79 2.76 20.62 09-2019 09-2022
21.79 21.52 23.8 19.56 1.5 21.67 08-2019 08-2022
13.9 15.42 18.91 10.56 3 14.7 07-2019 07-2022
10.35 12.81 14.56 8.66 2.26 11.6 06-2019 06-2022
15.33 16.13 20.17 11.45 3.1 15.77 05-2019 05-2022

Rolling return for 5 year

Average return: 14.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.29 23.27 27.61 21.04 2.43 24.3 04-2020 04-2025
25.5 18.72 28.36 16.07 4.96 22.16 03-2020 03-2025
16.33 16.11 18.24 14.23 1.42 16.23 02-2020 02-2025
15.88 17.15 18.35 14.7 1.37 16.52 01-2020 01-2025
18.26 19.07 19.95 17.39 0.95 18.67 12-2019 12-2024
17.77 19.1 19.64 17.24 0.97 18.44 11-2019 11-2024
20.47 20.57 22.49 18.59 1.38 20.53 10-2019 10-2024
21.76 20.7 23.35 19.15 1.53 21.24 09-2019 09-2024
21.39 21.49 22.84 20.05 0.99 21.44 08-2019 08-2024
20.45 19.21 21.36 18.31 1.16 19.83 07-2019 07-2024
17.26 18.66 19.76 16.18 1.36 17.96 06-2019 06-2024
18.35 17.66 20.1 15.94 1.49 18.01 05-2019 05-2024
17.43 17.69 18.37 16.75 0.58 17.56 04-2019 04-2024
17.79 17.03 19.01 15.84 1.15 17.42 03-2019 03-2024
18.8 18.68 19.72 17.77 0.69 18.74 02-2019 02-2024
18.07 17.38 19.13 16.34 1.02 17.73 01-2019 01-2024
16.31 17.09 18.69 14.75 1.42 16.71 12-2018 12-2023
13.97 14.83 15.78 13.04 1.02 14.41 11-2018 11-2023
14.93 14.51 16.35 13.11 1.16 14.72 10-2018 10-2023
13.91 12.75 14.81 11.87 1.12 13.34 09-2018 09-2023
12.25 11.69 12.96 10.99 0.72 11.97 08-2018 08-2023
13.03 12.72 14.11 11.65 0.88 12.88 07-2018 07-2023
12.1 12.12 13.11 11.13 0.7 12.12 06-2018 06-2023
11.2 10.74 11.78 10.17 0.59 10.97 05-2018 05-2023
10.51 10.31 11.52 9.32 0.78 10.41 04-2018 04-2023
10.37 9.93 11.03 9.28 0.64 10.15 03-2018 03-2023
9.38 8.96 10.53 7.83 0.97 9.18 02-2018 02-2023
9.5 10.78 11.63 8.68 1.14 10.15 01-2018 01-2023
11.65 11.82 13.17 10.32 1.01 11.74 12-2017 12-2022
11.89 11.98 12.61 11.26 0.48 11.94 11-2017 11-2022
11.45 11.25 12.73 9.98 0.97 11.35 10-2017 10-2022
11.92 12.26 13.81 10.39 1.22 12.1 09-2017 09-2022
12.37 12.66 13.47 11.56 0.68 12.52 08-2017 08-2022
9.71 11.52 12.58 8.67 1.52 10.62 07-2017 07-2022
8.92 10.87 11.39 8.41 1.26 9.9 06-2017 06-2022
11.03 12.61 13.8 9.87 1.5 11.83 05-2017 05-2022
13.8 14.05 14.97 12.89 0.74 13.93 04-2017 04-2022
12.49 13.48 14.69 11.31 1.25 12.99 03-2017 03-2022
13.34 15.34 15.96 12.74 1.34 14.35 02-2017 02-2022
17.23 16.83 18.98 15.1 1.38 17.04 01-2017 01-2022
17.62 17.34 19.01 15.97 1.08 17.48 12-2016 12-2021
17.59 16.72 19.65 14.71 1.77 17.17 11-2016 11-2021
15.54 16.19 16.81 14.92 0.71 15.86 10-2016 10-2021
15.19 14.62 15.96 13.85 0.77 14.9 09-2016 09-2021
14.23 14.26 15.32 13.18 0.76 14.25 08-2016 08-2021
14.56 14.36 15.73 13.21 0.89 14.46 07-2016 07-2021
15.46 15.26 16.13 14.6 0.55 15.36 06-2016 06-2021
15.59 15.64 17.29 13.96 1.18 15.62 05-2016 05-2021
15.58 15.4 16.92 14.07 1.01 15.49 04-2016 04-2021
17.34 16.2 18.53 15.04 1.3 16.78 03-2016 03-2021
17.23 17.36 19.18 15.44 1.32 17.3 02-2016 02-2021
15.1 14.12 16.75 12.51 1.54 14.62 01-2016 01-2021
12.76 13.21 14.49 11.49 1.07 12.99 12-2015 12-2020
9.75 11.8 12.67 8.9 1.52 10.78 11-2015 11-2020
7.7 8.25 9.4 6.57 1.02 7.98 10-2015 10-2020
7.22 7.86 9.25 5.87 1.22 7.55 09-2015 09-2020
6.77 6.26 8.94 4.14 1.71 6.53 08-2015 08-2020
4.59 4.4 5.41 3.59 0.65 4.5 07-2015 07-2020
4.95 4.64 6.22 3.38 1.01 4.8 06-2015 06-2020
1.78 3.15 4.13 0.82 1.27 2.47 05-2015 05-2020

Rolling return for 7 year

Average return: 11.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.91 12.51 13.39 11.05 0.85 12.21 04-2018 04-2025
11.96 12.97 13.78 11.17 0.99 12.47 03-2018 03-2025
11.37 11.53 12.67 10.24 0.86 11.45 02-2018 02-2025
11.06 12.14 12.75 10.46 0.9 11.6 01-2018 01-2025
13.18 13.36 14.34 12.22 0.75 13.27 12-2017 12-2024
12.82 13.64 14.1 12.36 0.68 13.23 11-2017 11-2024
14.14 14.42 15.5 13.07 0.86 14.28 10-2017 10-2024
14.92 14.85 15.99 13.79 0.78 14.89 09-2017 09-2024
14.71 15.1 15.69 14.12 0.57 14.9 08-2017 08-2024
15.41 15.25 16.04 14.63 0.5 15.33 07-2017 07-2024
14.17 15.52 15.9 13.79 0.89 14.84 06-2017 06-2024
14.33 14.67 15.54 13.48 0.74 14.51 05-2017 05-2024
14.77 14.76 15.42 14.11 0.46 14.77 04-2017 04-2024
14.86 14.84 15.71 14 0.6 14.85 03-2017 03-2024
14.83 15.02 15.46 14.39 0.38 14.93 02-2017 02-2024
16.22 15.45 16.97 14.71 0.84 15.84 01-2017 01-2024
15.96 16.46 17.64 14.79 1.02 16.21 12-2016 12-2023
14.25 13.5 15.54 12.24 1.2 13.88 11-2016 11-2023
12.24 12.8 13.23 11.81 0.54 12.52 10-2016 10-2023
12.98 12.67 13.62 12.04 0.57 12.83 09-2016 09-2023
12.59 12.36 13.1 11.85 0.45 12.47 08-2016 08-2023
13.08 12.89 13.85 12.13 0.61 12.99 07-2016 07-2023
13.03 13.15 13.76 12.43 0.47 13.09 06-2016 06-2023
13.83 13.09 14.25 12.68 0.61 13.46 05-2016 05-2023
13.91 13.57 14.64 12.84 0.65 13.74 04-2016 04-2023
14.89 13.75 15.37 13.27 0.84 14.32 03-2016 03-2023
15.34 14.93 16.2 14.08 0.76 15.14 02-2016 02-2023
15.58 15.28 17.17 13.71 1.23 15.44 01-2016 01-2023
15.43 15.61 16.55 14.51 0.72 15.52 12-2015 12-2022
15.92 15.81 16.45 15.28 0.42 15.86 11-2015 11-2022
14.65 14.72 15.59 13.79 0.64 14.69 10-2015 10-2022
15.54 15.87 16.93 14.49 0.87 15.71 09-2015 09-2022
15.2 13.96 16.01 13.17 1.1 14.59 08-2015 08-2022
11.53 12.83 13.6 10.76 1.1 12.18 07-2015 07-2022
11.45 12.05 13.25 10.26 1.08 11.75 06-2015 06-2022
12.18 13.41 14.18 11.42 1.07 12.8 05-2015 05-2022
13.48 13.1 14.32 12.28 0.73 13.29 04-2015 04-2022
11.43 11.35 12.98 9.82 1.12 11.39 03-2015 03-2022
11.76 12.54 13.6 10.72 1.05 12.15 02-2015 02-2022
13.3 12.83 14.51 11.63 1.03 13.07 01-2015 01-2022
13.36 12.93 14.31 11.99 0.83 13.15 12-2014 12-2021
12.62 13.6 14.02 12.2 0.73 13.11 11-2014 11-2021
14.62 13.87 15.51 12.99 0.93 14.25 10-2014 10-2021
13.79 13.01 14.34 12.47 0.72 13.4 09-2014 09-2021
12.47 12.53 13.24 11.77 0.52 12.5 08-2014 08-2021
11.82 11.36 12.63 10.55 0.75 11.59 07-2014 07-2021
11.42 10.62 11.88 10.16 0.67 11.02 06-2014 06-2021
13.61 11.74 14.8 10.58 1.63 12.68 05-2014 05-2021
12.84 12.99 13.78 12.06 0.61 12.92 04-2014 04-2021
14.98 13.22 15.81 12.41 1.35 14.11 03-2014 03-2021
14.84 15.51 16.2 14.16 0.76 15.18 02-2014 02-2021
13.78 13.17 14.94 12.02 1.05 13.48 01-2014 01-2021
11.71 11.9 12.93 10.69 0.79 11.81 12-2013 12-2020
10.1 11.3 12.18 9.24 1.12 10.71 11-2013 11-2020
9.95 9.39 11.19 8.17 1.09 9.67 10-2013 10-2020
10.75 9.27 12.24 7.82 1.65 10.02 09-2013 09-2020
10.83 10.92 12.43 9.33 1.1 10.88 08-2013 08-2020
8.95 7.76 9.56 7.16 0.95 8.36 07-2013 07-2020
7.74 7.25 8.67 6.33 0.85 7.5 06-2013 06-2020
4.42 4.98 6.13 3.29 1.02 4.71 05-2013 05-2020
4.45 5.62 7.06 3.05 1.48 5.04 04-2013 04-2020
3.91 8.48 9.87 2.6 3.04 6.21 03-2013 03-2020
9.03 9.04 10.46 7.63 1 9.04 02-2013 02-2020
8.28 8.4 9.07 7.61 0.52 8.34 01-2013 01-2020
7.92 8.04 8.49 7.46 0.37 7.98 12-2012 12-2019
9.04 8.42 9.39 8.07 0.52 8.73 11-2012 11-2019
7.58 8.19 8.79 6.97 0.68 7.88 10-2012 10-2019
9.06 8.58 10.76 6.91 1.37 8.83 09-2012 09-2019
8.72 8.63 9.59 7.77 0.64 8.68 08-2012 08-2019
9.83 9.98 11.24 8.58 0.94 9.91 07-2012 07-2019
11.42 10.41 12.16 9.68 0.95 10.92 06-2012 06-2019
10.68 10.76 12.32 9.15 1.12 10.73 05-2012 05-2019
10.04 9.41 10.49 8.97 0.58 9.73 04-2012 04-2019
8.66 8.81 9.97 7.52 0.87 8.74 03-2012 03-2019
7.7 6.8 8.37 6.14 0.85 7.25 02-2012 02-2019
11.11 9.32 12.29 8.17 1.59 10.22 01-2012 01-2019
11.64 10.3 12.72 9.24 1.32 10.97 12-2011 12-2018
10.61 8.89 11.26 8.25 1.23 9.75 11-2011 11-2018
9.17 8.69 10.42 7.46 1.06 8.94 10-2011 10-2018
9.78 10.11 11.21 8.69 0.9 9.95 09-2011 09-2018
10.84 9.27 11.73 8.39 1.3 10.06 08-2011 08-2018
7.64 7.66 8.58 6.72 0.66 7.65 07-2011 07-2018
7.9 7.62 8.57 6.95 0.58 7.76 06-2011 06-2018
8.05 7.68 8.77 6.96 0.65 7.87 05-2011 05-2018

Rolling return for 10 year

Average return: 9.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.08 12.27 13.11 11.24 0.66 12.18 04-2015 04-2025
11.79 11.91 13.06 10.66 0.85 11.86 03-2015 03-2025
11.67 11.85 12.59 10.94 0.59 11.76 02-2015 02-2025
12.26 12.28 13.45 11.1 0.83 12.27 01-2015 01-2025
13.51 13.35 14.32 12.55 0.63 13.43 12-2014 12-2024
12.75 13.35 13.65 12.46 0.47 13.05 11-2014 11-2024
14.28 14.08 15.23 13.14 0.74 14.18 10-2014 10-2024
14.34 14.14 15.08 13.41 0.59 14.24 09-2014 09-2024
13.72 13.9 14.4 13.22 0.42 13.81 08-2014 08-2024
13.85 13.38 14.28 12.95 0.5 13.62 07-2014 07-2024
12.63 12.92 13.82 11.73 0.75 12.78 06-2014 06-2024
14.81 13.49 15.66 12.66 1.16 14.16 05-2014 05-2024
14.85 14.75 15.31 14.29 0.36 14.8 04-2014 04-2024
15.85 14.62 16.45 14.03 0.96 15.24 03-2014 03-2024
16.12 16.08 16.56 15.63 0.33 16.1 02-2014 02-2024
15.82 15.08 16.34 14.57 0.68 15.45 01-2014 01-2024
14.23 14.65 15.39 13.5 0.68 14.44 12-2013 12-2023
13.64 13.9 14.54 13.01 0.55 13.77 11-2013 11-2023
14.35 13.74 15.05 13.05 0.74 14.05 10-2013 10-2023
16.17 14.46 16.63 14.01 1.11 15.32 09-2013 09-2023
15.75 15.02 16.11 14.65 0.58 15.38 08-2013 08-2023
14.39 13.61 14.94 13.07 0.72 14 07-2013 07-2023
13.28 12.74 13.78 12.24 0.58 13.01 06-2013 06-2023
11.93 11.37 12.22 11.08 0.45 11.65 05-2013 05-2023
12.12 11.57 12.63 11.07 0.58 11.85 04-2013 04-2023
11.7 11.04 12.04 10.72 0.52 11.38 03-2013 03-2023
11.14 10.72 11.72 10.14 0.58 10.93 02-2013 02-2023
10.66 11.25 11.73 10.18 0.59 10.96 01-2013 01-2023
11.14 11.56 11.89 10.81 0.41 11.35 12-2012 12-2022
12.09 11.74 12.45 11.39 0.39 11.92 11-2012 11-2022
11.17 11.36 11.8 10.73 0.38 11.27 10-2012 10-2022
12.54 11.91 13.49 10.98 0.91 12.23 09-2012 09-2022
12.49 12.35 13.04 11.8 0.44 12.42 08-2012 08-2022
11.04 11.58 12.48 10.15 0.85 11.31 07-2012 07-2022
11.1 11.12 12.35 9.88 0.87 11.11 06-2012 06-2022
12.06 12.34 13.45 10.97 0.88 12.2 05-2012 05-2022
12.24 12.05 12.82 11.48 0.48 12.15 04-2012 04-2022
10.72 10.98 11.8 9.91 0.67 10.85 03-2012 03-2022
10.95 11.08 12.22 9.82 0.85 11.02 02-2012 02-2022
14 12.72 14.85 11.88 1.14 13.36 01-2012 01-2022
13.89 12.84 14.56 12.18 0.92 13.37 12-2011 12-2021
13.18 12.45 14.16 11.48 0.98 12.82 11-2011 11-2021
13.02 12.39 13.64 11.77 0.7 12.71 10-2011 10-2021
12.27 11.86 12.65 11.49 0.43 12.07 09-2011 09-2021
12 10.79 12.53 10.26 0.91 11.39 08-2011 08-2021
9.93 9.83 10.49 9.27 0.43 9.88 07-2011 07-2021
10.13 9.76 10.44 9.45 0.37 9.95 06-2011 06-2021
9.31 9.34 10.12 8.54 0.56 9.33 05-2011 05-2021
8.03 8.2 8.65 7.58 0.38 8.11 04-2011 04-2021
8.6 8.29 9.15 7.74 0.51 8.45 03-2011 03-2021
8.66 8.58 9.56 7.69 0.66 8.62 02-2011 02-2021
7.21 6.54 7.98 5.79 0.81 6.88 01-2011 01-2021
5.97 6.15 6.78 5.34 0.51 6.06 12-2010 12-2020
4.38 4.36 5.76 3 0.98 4.38 11-2010 11-2020
2.76 2.93 3.57 2.13 0.51 2.85 10-2010 10-2020
2.78 2.7 3.74 1.75 0.7 2.74 09-2010 09-2020
3.06 3.67 4.1 2.64 0.56 3.37 08-2010 08-2020
3.28 3.09 3.68 2.69 0.36 3.18 07-2010 07-2020
3.44 3.35 4.07 2.73 0.47 3.4 06-2010 06-2020
2.49 2.5 3.66 1.34 0.82 2.5 05-2010 05-2020
0.98 2.35 2.74 0.6 0.9 1.67 04-2010 04-2020
1.21 4.68 5.24 0.68 2.03 2.95 03-2010 03-2020
5.72 6.12 6.69 5.16 0.56 5.92 02-2010 02-2020
5.9 5.19 6.44 4.66 0.68 5.55 01-2010 01-2020
5.37 5.1 5.77 4.71 0.39 5.24 12-2009 12-2019
6.43 5.39 6.67 5.15 0.65 5.91 11-2009 11-2019
5.2 4.75 6.03 3.92 0.76 4.97 10-2009 10-2019
5.33 5.41 6.47 4.27 0.78 5.37 09-2009 09-2019
5.69 5.37 6.28 4.79 0.54 5.53 08-2009 08-2019
7.66 6.52 8.62 5.57 1.15 7.09 07-2009 07-2019
7.35 6.73 7.85 6.23 0.61 7.04 06-2009 06-2019
9.88 7.22 11.01 6.12 1.97 8.56 05-2009 05-2019
12.75 10.82 13.07 10.5 1.14 11.79 04-2009 04-2019
14.1 12.62 15.06 11.68 1.3 13.37 03-2009 03-2019
12.71 12.01 13.2 11.52 0.64 12.36 02-2009 02-2019
12.97 11.09 13.81 10.27 1.42 12.04 01-2009 01-2019
13.6 11.66 14.37 10.91 1.4 12.63 12-2008 12-2018
13.9 11.39 14.37 10.93 1.51 12.65 11-2008 11-2018
13.37 8.78 14.28 7.92 2.77 11.09 10-2008 10-2018
9.12 7.82 10.11 6.85 1.24 8.47 09-2008 09-2018
8.16 7.37 8.77 6.77 0.76 7.77 08-2008 08-2018
8.94 7.44 9.61 6.78 1.13 8.19 07-2008 07-2018
8.3 6.27 8.77 5.8 1.27 7.29 06-2008 06-2018
5.64 4.75 6.13 4.27 0.73 5.2 05-2008 05-2018
5.85 4.95 6.42 4.38 0.79 5.4 04-2008 04-2018
5.7 4.5 6.23 3.98 0.9 5.1 03-2008 03-2018
4.59 3.63 5.34 2.89 0.93 4.11 02-2008 02-2018
4.78 1.97 5.18 1.59 1.61 3.38 01-2008 01-2018
2.27 2.08 2.88 1.47 0.5 2.17 12-2007 12-2017
3.2 2.61 3.49 2.32 0.46 2.91 11-2007 11-2017
4.59 3.13 5.28 2.45 1.13 3.86 10-2007 10-2017
5.99 5.02 6.72 4.3 0.92 5.51 09-2007 09-2017
7.08 6.43 7.47 6.05 0.55 6.76 08-2007 08-2017
6.74 5.98 7.24 5.47 0.68 6.36 07-2007 07-2017
7.63 6.89 7.89 6.64 0.51 7.26 06-2007 06-2017
7.84 7.39 8.41 6.83 0.58 7.62 05-2007 05-2017
9.23 7.89 9.67 7.45 0.92 8.56 04-2007 04-2017
8.95 8.63 9.53 8.05 0.54 8.79 03-2007 03-2017
8.15 6.88 8.44 6.59 0.79 7.52 02-2007 02-2017
6.59 6.73 7.57 5.76 0.64 6.66 01-2007 01-2017
6.53 6.22 7.29 5.48 0.65 6.38 12-2006 12-2016
6.68 6.99 8.02 5.66 0.84 6.84 11-2006 11-2016
8.5 8.21 8.79 7.92 0.32 8.36 10-2006 10-2016
9.39 8.91 10.04 8.28 0.65 9.15 09-2006 09-2016
10.27 9.75 10.78 9.25 0.57 10.01 08-2006 08-2016
10.66 10.19 11.32 9.53 0.65 10.43 07-2006 07-2016
11.26 9.53 11.68 9.11 1.1 10.39 06-2006 06-2016
8.51 6.75 9.29 6 1.32 7.64 05-2006 05-2016
6.65 6.57 7.36 5.87 0.53 6.61 04-2006 04-2016
6.68 6.93 7.74 5.88 0.66 6.81 03-2006 03-2016
7.31 7.38 8.14 6.55 0.56 7.34 02-2006 02-2016
8.29 8.79 9.53 7.56 0.72 8.54 01-2006 01-2016
9.38 9.41 9.99 8.8 0.42 9.39 12-2005 12-2015
10.31 9.6 10.74 9.18 0.61 9.96 11-2005 11-2015
10.92 9.43 11.51 8.86 1.07 10.18 10-2005 10-2015
9.27 9.22 9.97 8.52 0.51 9.25 09-2005 09-2015
10.25 10.97 11.63 9.59 0.76 10.61 08-2005 08-2015
12.33 11.65 12.87 11.11 0.67 11.99 07-2005 07-2015
12.22 12.63 13.06 11.79 0.47 12.43 06-2005 06-2015
12.99 12.94 13.52 12.41 0.39 12.96 05-2005 05-2015

Rolling return for 12 year

Average return: 9.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.68 12.65 13.54 11.79 0.62 12.66 04-2013 04-2025
12.41 12.64 13.48 11.58 0.68 12.53 03-2013 03-2025
12.01 11.93 12.78 11.18 0.57 11.97 02-2013 02-2025
11.38 11.96 12.36 10.98 0.53 11.67 01-2013 01-2025
12.11 12.5 12.78 11.84 0.36 12.31 12-2012 12-2024
12.6 12.75 13.34 12.01 0.47 12.68 11-2012 11-2024
12.77 13.18 13.56 12.4 0.43 12.98 10-2012 10-2024
14.18 13.47 14.8 12.86 0.73 13.83 09-2012 09-2024
13.83 13.81 14.4 13.25 0.41 13.82 08-2012 08-2024
14.13 13.74 14.5 13.38 0.42 13.94 07-2012 07-2024
13.82 13.77 14.82 12.78 0.72 13.8 06-2012 06-2024
13.81 13.58 14.51 12.89 0.58 13.7 05-2012 05-2024
13.06 12.79 13.43 12.41 0.37 12.92 04-2012 04-2024
12.38 12.17 12.86 11.69 0.42 12.28 03-2012 03-2024
12.2 11.6 12.56 11.24 0.51 11.9 02-2012 02-2024
13.96 12.61 14.39 12.19 0.91 13.29 01-2012 01-2024
13.56 13.08 14.52 12.13 0.86 13.32 12-2011 12-2023
12 11.33 12.73 10.6 0.79 11.66 11-2011 11-2023
11.53 11.08 12.11 10.51 0.59 11.31 10-2011 10-2023
11.49 11.2 11.85 10.84 0.37 11.35 09-2011 09-2023
11.42 10.27 11.72 9.98 0.74 10.85 08-2011 08-2023
9.85 9.74 10.29 9.31 0.35 9.8 07-2011 07-2023
9.63 9.47 10.04 9.06 0.35 9.55 06-2011 06-2023
9.35 8.94 9.59 8.71 0.34 9.15 05-2011 05-2023
8.33 8.36 8.73 7.95 0.28 8.34 04-2011 04-2023
8.66 8.22 8.93 7.95 0.38 8.44 03-2011 03-2023
9.01 8.67 9.48 8.2 0.47 8.84 02-2011 02-2023
8.75 8.41 9.62 7.54 0.75 8.58 01-2011 01-2023
8.55 8.62 9.16 8.01 0.41 8.59 12-2010 12-2022
8.67 7.76 8.96 7.47 0.62 8.21 11-2010 11-2022
7.42 7.37 7.93 6.86 0.38 7.39 10-2010 10-2022
8.11 7.96 8.87 7.21 0.59 8.04 09-2010 09-2022
8.37 8.44 8.81 8 0.29 8.4 08-2010 08-2022
7.45 8.09 8.61 6.94 0.63 7.77 07-2010 07-2022
7.4 7.78 8.41 6.77 0.6 7.59 06-2010 06-2022
8.35 8.45 9.47 7.34 0.75 8.4 05-2010 05-2022
8.42 8.54 8.88 8.08 0.29 8.48 04-2010 04-2022
7.78 8.17 8.65 7.31 0.49 7.98 03-2010 03-2022
8.57 9.13 9.61 8.1 0.57 8.85 02-2010 02-2022
8.93 8.54 9.61 7.87 0.63 8.74 01-2010 01-2022
8.44 8.4 8.97 7.87 0.39 8.42 12-2009 12-2021
9.35 9.04 10.14 8.25 0.68 9.2 11-2009 11-2021
9.22 8.61 9.72 8.12 0.61 8.92 10-2009 10-2021
9.31 8.69 9.61 8.39 0.48 9 09-2009 09-2021
9.23 8.88 9.67 8.45 0.45 9.06 08-2009 08-2021
10.08 8.76 10.55 8.3 0.92 9.42 07-2009 07-2021
9.36 8.67 9.62 8.41 0.49 9.02 06-2009 06-2021
11.41 8.89 12.09 8.22 1.63 10.15 05-2009 05-2021
12.98 11.64 13.52 11.1 0.98 12.31 04-2009 04-2021
14.68 13.13 15.16 12.65 1.04 13.91 03-2009 03-2021
13.62 13.4 14.4 12.62 0.63 13.51 02-2009 02-2021
13.17 11.57 13.84 10.91 1.18 12.37 01-2009 01-2021
13.08 11.55 13.8 10.84 1.18 12.32 12-2008 12-2020
11.91 10.68 13.14 9.48 1.37 11.3 11-2008 11-2020
11.2 7.42 11.93 6.72 2.28 9.32 10-2008 10-2020
6.36 5.33 7.19 4.51 1.02 5.85 09-2008 09-2020
5.3 5.04 6.18 4.17 0.72 5.17 08-2008 08-2020
6.22 4.81 6.56 4.46 0.89 5.51 07-2008 07-2020
5.51 4 6.04 3.48 1.05 4.76 06-2008 06-2020
2.15 2 3.12 1.04 0.74 2.08 05-2008 05-2020
1.92 2.21 3.4 0.75 0.94 2.07 04-2008 04-2020
1.76 3.7 5.13 0.38 1.81 2.74 03-2008 03-2020
3.79 3.16 4.58 2.38 0.81 3.48 02-2008 02-2020
3.95 1.73 4.39 1.3 1.35 2.84 01-2008 01-2020
2.13 1.78 2.44 1.46 0.37 1.95 12-2007 12-2019
2.89 2.34 3.08 2.15 0.38 2.62 11-2007 11-2019
3.76 2.66 4.45 1.99 0.95 3.21 10-2007 10-2019
4.87 4.41 5.82 3.47 0.85 4.64 09-2007 09-2019
5.79 5.43 6.29 4.94 0.49 5.61 08-2007 08-2019
6.23 5.97 7.02 5.18 0.66 6.1 07-2007 07-2019
7.49 7.08 7.91 6.67 0.46 7.29 06-2007 06-2019
7.34 7.41 8.26 6.5 0.62 7.38 05-2007 05-2019
9.09 7.86 9.35 7.61 0.75 8.48 04-2007 04-2019
8.77 8.78 9.53 8.02 0.53 8.77 03-2007 03-2019
7.69 6.79 8.09 6.41 0.67 7.25 02-2007 02-2019
7.43 7.39 8.09 6.73 0.48 7.41 01-2007 01-2019
7.91 7.63 8.52 7.02 0.54 7.77 12-2006 12-2018
8.02 7.52 8.39 7.16 0.47 7.77 11-2006 11-2018
8.04 8.28 8.76 7.56 0.43 8.16 10-2006 10-2018
9.61 9.5 10.44 8.67 0.63 9.55 09-2006 09-2018
10.8 10.46 11.32 9.94 0.5 10.63 08-2006 08-2018
11.08 10.7 11.65 10.14 0.55 10.89 07-2006 07-2018
11.94 10.54 12.35 10.14 0.92 11.24 06-2006 06-2018
10.45 8.73 10.88 8.31 1.09 9.59 05-2006 05-2018
9.2 9.02 9.69 8.53 0.42 9.11 04-2006 04-2018
9.83 9.59 10.28 9.13 0.42 9.71 03-2006 03-2018
11.03 11.04 11.7 10.38 0.47 11.04 02-2006 02-2018
11.97 11.69 12.32 11.33 0.36 11.83 01-2006 01-2018
11.91 11.97 12.47 11.41 0.38 11.94 12-2005 12-2017
12.88 12.17 13.14 11.91 0.5 12.53 11-2005 11-2017
12.86 11.72 13.48 11.11 0.93 12.29 10-2005 10-2017
11.76 11.76 12.4 11.13 0.45 11.76 09-2005 09-2017
12.22 12 12.55 11.66 0.32 12.11 08-2005 08-2017
12.97 12.39 13.41 11.94 0.56 12.68 07-2005 07-2017
13.17 13.03 13.39 12.81 0.21 13.1 06-2005 06-2017
13.34 13.35 13.84 12.86 0.35 13.35 05-2005 05-2017
13.18 12.73 13.56 12.35 0.46 12.96 04-2005 04-2017

Rolling return for 15 year

Average return: 9.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.51 8.9 9.17 8.24 0.36 8.71 04-2010 04-2025
8.73 9.17 9.55 8.35 0.45 8.95 03-2010 03-2025
9.15 9.35 9.74 8.76 0.35 9.25 02-2010 02-2025
9.12 9.03 9.89 8.27 0.57 9.08 01-2010 01-2025
9.51 9.56 10.03 9.05 0.35 9.54 12-2009 12-2024
10.08 9.77 10.66 9.2 0.53 9.93 11-2009 11-2024
10.06 9.78 10.67 9.17 0.54 9.92 10-2009 10-2024
10.54 10.28 11.02 9.8 0.44 10.41 09-2009 09-2024
10.69 10.49 11.13 10.05 0.39 10.59 08-2009 08-2024
11.76 10.59 12.04 10.31 0.74 11.18 07-2009 07-2024
10.56 10.56 11.34 9.79 0.55 10.56 06-2009 06-2024
12.63 10.59 13.19 10.05 1.32 11.61 05-2009 05-2024
14.28 13.06 14.59 12.76 0.78 13.67 04-2009 04-2024
15.32 14.07 15.71 13.68 0.84 14.7 03-2009 03-2024
14.7 14.19 15 13.9 0.43 14.45 02-2009 02-2024
14.64 13.15 14.99 12.81 0.93 13.9 01-2009 01-2024
14.5 13.44 15.27 12.68 0.99 13.97 12-2008 12-2023
13.93 12.52 14.52 11.94 1.04 13.23 11-2008 11-2023
13.89 10.66 14.36 10.2 1.86 12.28 10-2008 10-2023
10.69 9.44 10.98 9.15 0.78 10.07 09-2008 09-2023
9.5 8.79 9.74 8.56 0.49 9.15 08-2008 08-2023
10.28 9.17 10.63 8.83 0.75 9.73 07-2008 07-2023
9.55 8.18 9.88 7.86 0.86 8.87 06-2008 06-2023
7.46 6.71 7.65 6.53 0.48 7.09 05-2008 05-2023
7.38 6.71 7.7 6.39 0.52 7.04 04-2008 04-2023
7.24 6.28 7.45 6.07 0.59 6.76 03-2008 03-2023
6.17 5.38 6.53 5.01 0.61 5.77 02-2008 02-2023
6.33 4.83 7.02 4.16 1.14 5.58 01-2008 01-2023
5.3 5.23 5.78 4.76 0.36 5.27 12-2007 12-2022
6.02 5.64 6.25 5.41 0.33 5.83 11-2007 11-2022
6.83 5.76 7.23 5.36 0.76 6.29 10-2007 10-2022
7.93 7.38 8.54 6.78 0.65 7.66 09-2007 09-2022
8.82 8.47 9.17 8.11 0.39 8.64 08-2007 08-2022
7.72 7.79 8.65 6.87 0.63 7.76 07-2007 07-2022
8.06 8.2 8.87 7.39 0.53 8.13 06-2007 06-2022
8.89 9.1 9.79 8.21 0.56 9 05-2007 05-2022
10.73 9.9 11.11 9.53 0.63 10.32 04-2007 04-2022
10.12 10.22 10.83 9.51 0.47 10.17 03-2007 03-2022
9.85 9.63 10.69 8.8 0.67 9.74 02-2007 02-2022
10.02 10 10.57 9.45 0.4 10.01 01-2007 01-2022
10.11 9.81 10.54 9.38 0.42 9.96 12-2006 12-2021
10.2 10.13 10.84 9.5 0.47 10.17 11-2006 11-2021
10.8 10.8 11.2 10.4 0.28 10.8 10-2006 10-2021
11.29 10.78 11.54 10.53 0.4 11.04 09-2006 09-2021
11.57 11.24 11.93 10.88 0.39 11.41 08-2006 08-2021
11.95 11.56 12.33 11.18 0.43 11.75 07-2006 07-2021
12.64 11.4 12.86 11.19 0.74 12.02 06-2006 06-2021
10.82 9.63 11.36 9.1 0.9 10.23 05-2006 05-2021
9.55 9.43 9.97 9.01 0.34 9.49 04-2006 04-2021
10.12 9.94 10.49 9.57 0.33 10.03 03-2006 03-2021
10.52 10.61 11.13 10 0.4 10.56 02-2006 02-2021
10.52 10.54 11.04 10.02 0.36 10.53 01-2006 01-2021
10.49 10.66 11.05 10.1 0.34 10.57 12-2005 12-2020
10.12 10.33 11.09 9.37 0.61 10.23 11-2005 11-2020
9.84 9.04 10.41 8.47 0.74 9.44 10-2005 10-2020
8.58 8.76 9.26 8.09 0.42 8.67 09-2005 09-2020
9.08 9.38 9.81 8.65 0.42 9.23 08-2005 08-2020
9.69 9.18 9.97 8.89 0.42 9.43 07-2005 07-2020
9.74 9.9 10.18 9.46 0.26 9.82 06-2005 06-2020
9.12 9.58 9.95 8.75 0.45 9.35 05-2005 05-2020
8.76 9.38 10.02 8.12 0.71 9.07 04-2005 04-2020