NIFTY HOUSING

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.74
Weighted mean XIRR by duration 15.97
Mean XIRR 19.21
Standard deviation XIRR 7.01
Range XIRR 18.8

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.69 48.98 35.78 32.78
3 year 7.29 21.28 16.69 16.13
5 year 14.77 23.35 18.67 18.87
7 year 10.50 16.04 14.53 14.28
10 year 11.14 16.56 13.88 13.98

Rolling return for 1 year

Average return: 32.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.82 8.61 13.6 -1.69 5.78 5.84 01-2024 01-2025
18.84 14.05 26.18 7.42 6.85 16.62 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 35.76 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
42.04 41.32 47.85 35.78 4.28 41.75 04-2023 04-2024
38 41.04 45.28 33.98 4.14 39.57 03-2023 03-2024
37.89 36.05 43.29 30.92 4.42 37.04 02-2023 02-2024

Rolling return for 3 year

Average return: 16.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.98 10.91 13.7 7.29 2.29 10.47 01-2022 01-2025
14.18 14.22 16.48 11.96 1.6 14.21 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

Rolling return for 5 year

Average return: 18.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.94 17.08 18.28 14.77 1.3 16.52 01-2020 01-2025
18.45 18.99 19.88 17.58 0.84 18.72 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 17.97 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

Rolling return for 7 year

Average return: 14.28
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.1 12.09 12.7 10.5 0.85 11.6 01-2018 01-2025
13.31 13.31 14.29 12.35 0.69 13.32 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 14.5 05-2017 05-2024
14.77 14.76 15.42 14.11 0.46 14.76 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 14.92 02-2017 02-2024

Rolling return for 10 year

Average return: 13.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.29 12.25 13.42 11.14 0.81 12.28 01-2015 01-2025
13.6 13.32 14.28 12.64 0.59 13.46 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 13.61 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