NIFTY INDIA CORPORATE GROUP INDEX - ADITYA BIRLA GROUP

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.95
Weighted mean CAGR by duration 9.62
Mean CAGR 12.58
Standard deviation CAGR 6.46
Range for CAGR 17.79

Summary

Duration Min Max Median Average XIRR (%)
1 year -5.74 61.52 26.74 24.71
3 year 5.01 43.68 20.03 20.44
5 year -10.83 33.82 7.68 9.38
7 year -3.94 13.11 7.58 6.92
10 year -0.28 18.58 8.74 8.87
12 year -1.42 16.48 9.82 8.92
15 year 4.04 16.90 7.74 8.85

Rolling return for 1 year

Average return: 24.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.63 1.5 8.9 -5.28 5.02 1.69 04-2024 04-2025
4.33 7.22 14.2 -2.05 5.84 5.92 03-2024 03-2025
-0.04 4.47 10.32 -5.33 5.76 2.35 02-2024 02-2025
1.38 4 11.85 -5.74 6.29 2.87 01-2024 01-2025
14.41 9.62 23.79 1.31 8.13 12.28 12-2023 12-2024
21.98 22.52 30.84 14.22 5.88 22.39 11-2023 11-2024
30.72 36.88 44.85 23.53 7.85 33.99 10-2023 10-2024
38.59 35.33 44.26 30.01 5.17 37.05 09-2023 09-2024
41.26 47.32 52.21 36.73 5.88 44.38 08-2023 08-2024
48.14 48.79 55.18 42.04 4.65 48.54 07-2023 07-2024
36.98 52.93 61.52 29.7 12.59 45.28 06-2023 06-2024
36.67 42.75 48.25 31.61 6.26 39.82 05-2023 05-2024

Rolling return for 3 year

Average return: 20.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.87 10.56 13.46 8.04 1.92 10.73 04-2022 04-2025
11.32 11.35 14.72 8.05 2.36 11.36 03-2022 03-2025
10.5 9.5 14.19 5.96 2.93 10.04 02-2022 02-2025
8.51 8.51 12.13 5.01 2.52 8.54 01-2022 01-2025
11.8 12.29 14.78 9.38 1.92 12.06 12-2021 12-2024
11.7 10.77 14.34 8.21 2.19 11.25 11-2021 11-2024
12.94 14.61 16.87 10.75 2.24 13.79 10-2021 10-2024
16.36 15.54 17.93 14.01 1.42 15.96 09-2021 09-2024
18.05 17.31 21.03 14.43 2.35 17.7 08-2021 08-2024
20.35 18.02 22.22 16.21 2.28 19.2 07-2021 07-2024
15.73 20.68 22.26 14.23 3.34 18.23 06-2021 06-2024
16.83 17.58 20.04 14.44 2 17.22 05-2021 05-2024
17.77 16.17 20.57 13.48 2.57 17 04-2021 04-2024
13.84 14.42 16.26 12.04 1.51 14.14 03-2021 03-2024
21.22 16.96 23.44 14.86 3.39 19.12 02-2021 02-2024
24.17 23.96 27.22 20.99 2.2 24.09 01-2021 01-2024
24.85 27.34 30.01 22.28 2.87 26.12 12-2020 12-2023
27.36 25.03 30.18 22.32 2.9 26.22 11-2020 11-2023
28.66 27.52 31.11 25.14 2.15 28.11 10-2020 10-2023
31.8 29.74 34.64 27 2.8 30.79 09-2020 09-2023
29.89 27.69 31.31 26.31 1.93 28.8 08-2020 08-2023
31.57 30.78 33.43 28.96 1.6 31.19 07-2020 07-2023
31.53 29.13 33.95 26.8 2.67 30.35 06-2020 06-2023
39.04 31.99 40.8 30.34 4.46 35.54 05-2020 05-2023
41.92 35.27 43.68 33.61 4.27 38.62 04-2020 04-2023
40.54 23.49 42.5 21.79 9.48 32.08 03-2020 03-2023
23.28 20.1 25.01 18.44 2.58 21.71 02-2020 02-2023
20.02 19.94 22.89 17.13 2.04 20 01-2020 01-2023
21.69 21.86 24.44 19.17 1.86 21.79 12-2019 12-2022
24.34 20.9 26.27 19.05 2.83 22.64 11-2019 11-2022
22.62 21.17 24.97 18.88 2.21 21.91 10-2019 10-2022
21.86 21.74 26.23 17.52 3.08 21.84 09-2019 09-2022
22.84 21.3 24.83 19.36 2.01 22.08 08-2019 08-2022
13.57 12.91 19.14 7.64 4.07 13.31 07-2019 07-2022
7.68 10.34 13.1 5.04 3 9.04 06-2019 06-2022
12.02 14.6 18.27 8.55 3.56 13.36 05-2019 05-2022

Rolling return for 5 year

Average return: 9.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.79 28.87 33.62 27.1 2.53 30.34 04-2020 04-2025
31.42 22.8 33.82 20.6 5.58 27.16 03-2020 03-2025
20.62 20.1 23.02 17.76 1.87 20.38 02-2020 02-2025
18.8 19.4 21.16 17.08 1.46 19.11 01-2020 01-2025
20.84 21.23 22.76 19.33 1.22 21.04 12-2019 12-2024
22.52 21.06 24.25 19.37 1.8 21.8 11-2019 11-2024
23.99 24.24 26.56 21.71 1.72 24.12 10-2019 10-2024
25.21 23.51 26.22 22.52 1.44 24.36 09-2019 09-2024
24.84 24.55 26.72 22.71 1.42 24.7 08-2019 08-2024
23.57 20.77 24.73 19.66 2.05 22.18 07-2019 07-2024
17.97 20.12 21.92 16.23 2.15 19.06 06-2019 06-2024
17.76 17.45 19.69 15.56 1.46 17.62 05-2019 05-2024
16.65 16.61 18.3 14.98 1.17 16.63 04-2019 04-2024
15.72 15.92 17.19 14.47 0.96 15.82 03-2019 03-2024
18.63 17.81 19.92 16.53 1.23 18.22 02-2019 02-2024
18.18 16.49 19.91 14.8 1.9 17.34 01-2019 01-2024
15.02 16.02 17.85 13.23 1.67 15.53 12-2018 12-2023
12.59 12.59 14.08 11.11 1.05 12.59 11-2018 11-2023
13.5 11.43 14.79 10.18 1.79 12.47 10-2018 10-2023
10.06 9.31 11.48 7.92 1.29 9.69 09-2018 09-2023
8.17 7.65 8.88 6.95 0.71 7.91 08-2018 08-2023
9.97 8.74 10.9 7.83 1.17 9.36 07-2018 07-2023
8.17 8.16 9.35 6.98 0.84 8.16 06-2018 06-2023
7.29 6.49 8.1 5.68 0.9 6.89 05-2018 05-2023
5.96 5.25 6.74 4.48 0.84 5.61 04-2018 04-2023
4.96 3.96 5.83 3.1 1.03 4.46 03-2018 03-2023
4.04 3.3 4.91 2.44 0.91 3.67 02-2018 02-2023
2.78 2.95 4.25 1.5 0.97 2.87 01-2018 01-2023
4.43 3.92 5.84 2.54 1.18 4.18 12-2017 12-2022
3.33 2.69 4.29 1.75 0.93 3.01 11-2017 11-2022
3.33 2.14 4.52 0.98 1.32 2.74 10-2017 10-2022
3.73 4.02 5.95 1.84 1.46 3.88 09-2017 09-2022
3.58 3.6 4.58 2.61 0.7 3.59 08-2017 08-2022
0.91 2.42 3.85 -0.48 1.62 1.68 07-2017 07-2022
0.57 2.36 3.58 -0.61 1.61 1.48 06-2017 06-2022
2.01 3.91 5.39 0.58 1.83 2.97 05-2017 05-2022
5.84 6.19 7.49 4.55 1.05 6.02 04-2017 04-2022
5.16 5.86 7.06 3.99 1.11 5.52 03-2017 03-2022
5.84 7.59 8.53 4.92 1.42 6.72 02-2017 02-2022
10.55 9.44 12.74 7.31 1.96 10.01 01-2017 01-2022
11.42 10.02 12.89 8.59 1.6 10.73 12-2016 12-2021
10.67 9.47 12.8 7.41 1.95 10.09 11-2016 11-2021
7.85 8.52 9.13 7.25 0.71 8.19 10-2016 10-2021
7.62 7.67 8.95 6.36 0.92 7.65 09-2016 09-2021
6.24 6.8 8.25 4.82 1.23 6.53 08-2016 08-2021
6.91 7.64 9.18 5.4 1.36 7.28 07-2016 07-2021
8.14 7.37 8.99 6.53 0.91 7.76 06-2016 06-2021
7.69 7.93 9.03 6.6 0.86 7.81 05-2016 05-2021
7.42 7.82 9.84 5.45 1.56 7.63 04-2016 04-2021
10.12 8.9 11.18 7.86 1.25 9.52 03-2016 03-2021
7.44 9.72 10.97 6.23 1.86 8.59 02-2016 02-2021
5.36 4.27 7.01 2.66 1.59 4.82 01-2016 01-2021
2.43 2.67 3.72 1.4 0.82 2.56 12-2015 12-2020
0.06 1.21 2.51 -1.21 1.38 0.64 11-2015 11-2020
-2.12 -1.4 -0.48 -3.03 0.94 -1.76 10-2015 10-2020
-2.74 -1.7 -0.55 -3.86 1.23 -2.21 09-2015 09-2020
-3.36 -4.44 -1.72 -6.03 1.57 -3.89 08-2015 08-2020
-6.16 -6.18 -5.02 -7.3 0.81 -6.17 07-2015 07-2020
-5.74 -4.96 -3.64 -7.03 1.23 -5.34 06-2015 06-2020
-9.55 -7.3 -5.98 -10.83 1.89 -8.41 05-2015 05-2020

Rolling return for 7 year

Average return: 6.92
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.25 9.23 10.33 8.16 0.77 9.24 04-2018 04-2025
8.75 8.77 10.16 7.37 0.99 8.76 03-2018 03-2025
7.52 7.84 9.05 6.33 0.97 7.68 02-2018 02-2025
6.66 7.2 8.17 5.7 0.89 6.93 01-2018 01-2025
8.55 8.35 9.78 7.14 0.94 8.46 12-2017 12-2024
7.8 7.69 8.89 6.62 0.8 7.75 11-2017 11-2024
9.38 9.18 10.99 7.6 1.2 9.29 10-2017 10-2024
10.75 9.92 11.38 9.3 0.79 10.34 09-2017 09-2024
10.01 10.44 11.19 9.27 0.7 10.23 08-2017 08-2024
10.87 10.5 11.6 9.77 0.66 10.68 07-2017 07-2024
9.46 11.13 12.07 8.54 1.38 10.3 06-2017 06-2024
8.59 8.75 9.86 7.5 0.84 8.68 05-2017 05-2024
8.59 8.74 9.69 7.65 0.72 8.67 04-2017 04-2024
7.88 7.99 8.85 7.02 0.65 7.94 03-2017 03-2024
8.69 8.86 9.54 8.02 0.54 8.78 02-2017 02-2024
11.03 9.84 12.19 8.7 1.3 10.44 01-2017 01-2024
11.16 11.05 13.11 9.14 1.4 11.12 12-2016 12-2023
9.58 8.27 10.61 7.26 1.27 8.93 11-2016 11-2023
7.02 7.46 7.89 6.6 0.48 7.24 10-2016 10-2023
7.34 7.41 8.32 6.43 0.67 7.38 09-2016 09-2023
6.72 6.19 7.22 5.7 0.57 6.46 08-2016 08-2023
7.35 6.91 8 6.27 0.63 7.13 07-2016 07-2023
7.63 7.32 8.48 6.48 0.72 7.48 06-2016 06-2023
7.78 7.58 8.37 7 0.49 7.68 05-2016 05-2023
7.94 7.09 8.51 6.52 0.77 7.52 04-2016 04-2023
8.46 7.5 9.1 6.86 0.86 7.98 03-2016 03-2023
9.36 9.13 10.01 8.48 0.55 9.25 02-2016 02-2023
9.11 8.2 10.22 7.11 1.15 8.66 01-2016 01-2023
8.38 8.63 9.42 7.59 0.65 8.51 12-2015 12-2022
8.4 8.13 9.12 7.42 0.61 8.27 11-2015 11-2022
6.69 6.85 7.56 5.98 0.56 6.77 10-2015 10-2022
7.17 7.9 8.8 6.29 0.92 7.54 09-2015 09-2022
6.9 5.5 7.64 4.78 1.13 6.21 08-2015 08-2022
3.22 4.44 5.36 2.32 1.16 3.83 07-2015 07-2022
3.44 4.61 5.65 2.43 1.21 4.03 06-2015 06-2022
4.71 6.09 7.17 3.65 1.34 5.41 05-2015 05-2022
7.27 6.8 8.46 5.62 1.02 7.04 04-2015 04-2022
6.41 6.41 7.77 5.06 0.96 6.41 03-2015 03-2022
6.24 7.52 8.17 5.61 1.01 6.88 02-2015 02-2022
8.13 7.96 9.66 6.45 1.14 8.05 01-2015 01-2022
8.6 8.37 9.63 7.36 0.81 8.49 12-2014 12-2021
7.47 8.61 8.94 7.15 0.75 8.04 11-2014 11-2021
8.97 8.23 9.88 7.32 0.94 8.6 10-2014 10-2021
7.05 7.31 7.99 6.37 0.58 7.18 09-2014 09-2021
6.46 7.22 7.89 5.8 0.79 6.84 08-2014 08-2021
7.17 7.67 8.79 6.07 0.98 7.42 07-2014 07-2021
7.24 6.17 7.84 5.58 0.88 6.71 06-2014 06-2021
8.85 7.57 9.82 6.62 1.22 8.21 05-2014 05-2021
7.93 8.5 9.66 6.79 1.03 8.22 04-2014 04-2021
10.07 8.6 10.83 7.86 1.17 9.34 03-2014 03-2021
8.22 9.89 10.75 7.38 1.33 9.06 02-2014 02-2021
6.4 5.93 7.59 4.75 1.02 6.17 01-2014 01-2021
3.96 3.94 4.89 3.02 0.66 3.95 12-2013 12-2020
2.08 3.06 3.87 1.3 0.97 2.58 11-2013 11-2020
0.94 1.28 2.14 0.08 0.74 1.11 10-2013 10-2020
2.29 1.45 3.93 -0.15 1.47 1.88 09-2013 09-2020
2.27 1.75 3.5 0.53 1.07 2.01 08-2013 08-2020
0.37 0.46 1.24 -0.39 0.58 0.42 07-2013 07-2020
0.18 1.03 1.77 -0.55 0.87 0.61 06-2013 06-2020
-2.74 -0.79 -0.01 -3.5 1.41 -1.76 05-2013 05-2020
-2.25 -1.42 0.31 -3.94 1.53 -1.82 04-2013 04-2020
-2.95 2.21 3.19 -3.87 3.09 -0.36 03-2013 03-2020
2.26 3.52 4.03 1.75 0.92 2.89 02-2013 02-2020
3.19 3.43 4.27 2.36 0.68 3.31 01-2013 01-2020
3.23 3.46 4.16 2.54 0.58 3.35 12-2012 12-2019
2.63 3.81 4.56 1.9 1.03 3.22 11-2012 11-2019
2.18 3.23 3.54 1.87 0.7 2.71 10-2012 10-2019
4.42 3.85 6.05 2.25 1.36 4.14 09-2012 09-2019
4.22 4.99 5.51 3.71 0.69 4.61 08-2012 08-2019
5.89 7.73 8.35 5.28 1.27 6.81 07-2012 07-2019
8.73 8.82 9.89 7.67 0.79 8.78 06-2012 06-2019
8.76 9.04 10.24 7.57 0.95 8.9 05-2012 05-2019
8.05 7.51 9.17 6.41 0.99 7.79 04-2012 04-2019
6.93 6.77 7.76 5.94 0.65 6.85 03-2012 03-2019
5.64 5.89 6.99 4.55 0.87 5.77 02-2012 02-2019
8.04 8.3 10.3 6.08 1.49 8.18 01-2012 01-2019
9.31 8.85 10.54 7.63 1.04 9.08 12-2011 12-2018
9.35 9.15 10.38 8.12 0.8 9.25 11-2011 11-2018
8.21 9.44 10.53 7.14 1.28 8.83 10-2011 10-2018
10.13 10.87 11.69 9.32 0.88 10.5 09-2011 09-2018
11.62 11.14 12.53 10.24 0.83 11.38 08-2011 08-2018
9.77 10.41 11.32 8.88 0.89 10.1 07-2011 07-2018
11.07 10.59 11.95 9.73 0.8 10.84 06-2011 06-2018
10.95 10.76 12.14 9.58 0.91 10.86 05-2011 05-2018

Rolling return for 10 year

Average return: 8.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.34 7.91 9.09 7.17 0.7 8.13 04-2015 04-2025
7.86 7.87 8.84 6.9 0.69 7.87 03-2015 03-2025
7.5 8.11 8.57 7.05 0.58 7.81 02-2015 02-2025
8.24 8.13 9.31 7.07 0.79 8.19 01-2015 01-2025
9.55 9.53 10.42 8.67 0.62 9.54 12-2014 12-2024
8.72 9.26 9.49 8.49 0.4 8.99 11-2014 11-2024
10.14 10.1 11.28 8.98 0.81 10.12 10-2014 10-2024
9.76 9.72 10.21 9.28 0.33 9.74 09-2014 09-2024
9.81 10.16 10.64 9.34 0.48 9.99 08-2014 08-2024
10.97 10.68 11.48 10.16 0.48 10.82 07-2014 07-2024
9.72 10.33 11.54 8.53 1.09 10.03 06-2014 06-2024
11.18 10.48 12.09 9.59 0.92 10.84 05-2014 05-2024
10.79 10.75 11.57 9.97 0.57 10.77 04-2014 04-2024
11.19 10.31 11.89 9.62 0.86 10.75 03-2014 03-2024
11.97 11.97 12.58 11.36 0.43 11.97 02-2014 02-2024
11.45 11.04 12.26 10.24 0.73 11.25 01-2014 01-2024
9.83 10.47 11.17 9.13 0.76 10.15 12-2013 12-2023
9.09 9.21 9.81 8.5 0.47 9.15 11-2013 11-2023
8.56 8.52 9.17 7.91 0.45 8.54 10-2013 10-2023
10.37 9.22 11.08 8.52 0.99 9.8 09-2013 09-2023
9.87 8.92 10.23 8.56 0.68 9.39 08-2013 08-2023
8.86 8.73 9.32 8.28 0.37 8.8 07-2013 07-2023
8.71 8.75 9.3 8.15 0.41 8.73 06-2013 06-2023
8.27 8.09 8.68 7.68 0.36 8.18 05-2013 05-2023
9.32 8.39 9.72 7.99 0.69 8.86 04-2013 04-2023
8.45 8.18 8.9 7.73 0.42 8.31 03-2013 03-2023
8.16 8.24 8.61 7.78 0.29 8.2 02-2013 02-2023
7.97 8.13 8.74 7.37 0.49 8.05 01-2013 01-2023
8.45 8.67 9.18 7.95 0.44 8.56 12-2012 12-2022
8.71 8.67 9.22 8.17 0.37 8.69 11-2012 11-2022
7.92 8.31 8.54 7.69 0.33 8.12 10-2012 10-2022
9.37 8.92 10.53 7.78 0.99 9.15 09-2012 09-2022
9.49 9.64 10.02 9.11 0.33 9.57 08-2012 08-2022
8.14 9.26 9.7 7.7 0.81 8.7 07-2012 07-2022
8.41 9.28 10.02 7.68 0.88 8.85 06-2012 06-2022
9.73 10.68 11.53 8.89 0.99 10.21 05-2012 05-2022
10.72 10.4 11.58 9.54 0.73 10.56 04-2012 04-2022
9.63 9.9 10.62 8.92 0.61 9.77 03-2012 03-2022
9.84 10.42 11.23 9.04 0.8 10.13 02-2012 02-2022
12.13 11.8 13.24 10.7 0.91 11.97 01-2012 01-2022
11.88 11.41 12.62 10.68 0.71 11.65 12-2011 12-2021
11.46 11.64 12.53 10.59 0.69 11.55 11-2011 11-2021
11.5 11.38 12.15 10.73 0.5 11.44 10-2011 10-2021
10.81 10.92 11.49 10.24 0.44 10.87 09-2011 09-2021
10.63 10.7 11.67 9.67 0.71 10.67 08-2011 08-2021
10.13 10.66 11.3 9.5 0.66 10.4 07-2011 07-2021
10.56 10.05 10.99 9.62 0.52 10.3 06-2011 06-2021
9.69 9.41 10.37 8.74 0.58 9.55 05-2011 05-2021
8.53 9.15 9.74 7.94 0.67 8.84 04-2011 04-2021
9.62 9.28 10.15 8.76 0.51 9.45 03-2011 03-2021
8.17 8.53 9.94 6.79 1.12 8.36 02-2011 02-2021
6.53 6.54 7.36 5.72 0.58 6.54 01-2011 01-2021
5.78 5.68 6.44 5.03 0.5 5.73 12-2010 12-2020
4.49 4.96 5.76 3.69 0.75 4.72 11-2010 11-2020
3.74 4.14 4.6 3.28 0.49 3.94 10-2010 10-2020
4.09 4.15 5.26 2.99 0.8 4.12 09-2010 09-2020
4.61 4.81 5.49 3.93 0.56 4.71 08-2010 08-2020
5.23 4.93 5.86 4.31 0.56 5.08 07-2010 07-2020
5.19 5.55 6.36 4.4 0.7 5.38 06-2010 06-2020
3.24 3.48 5.26 1.49 1.34 3.37 05-2010 05-2020
0.57 1.61 2.41 -0.22 1 1.09 04-2010 04-2020
0.44 4.1 4.85 -0.28 2.23 2.28 03-2010 03-2020
5.92 6.18 7.2 4.92 0.81 6.05 02-2010 02-2020
6.51 6.21 7.29 5.43 0.67 6.36 01-2010 01-2020
7.07 6.84 7.75 6.17 0.56 6.96 12-2009 12-2019
7.67 7.84 9.08 6.44 0.94 7.76 11-2009 11-2019
6.98 5.97 7.98 4.99 1.12 6.48 10-2009 10-2019
5.69 5.9 6.85 4.76 0.74 5.8 09-2009 09-2019
6.03 6.12 6.94 5.21 0.61 6.08 08-2009 08-2019
8.51 8.26 10.27 6.53 1.33 8.39 07-2009 07-2019
9.07 8.5 9.88 7.7 0.8 8.79 06-2009 06-2019
11.94 9.57 13 8.54 1.79 10.76 05-2009 05-2019
13.85 12.98 14.67 12.17 0.94 13.42 04-2009 04-2019
15.5 13.91 16.13 13.29 1.15 14.71 03-2009 03-2019
14.44 14.39 15.46 13.37 0.74 14.41 02-2009 02-2019
14.94 14.34 16.62 12.69 1.41 14.65 01-2009 01-2019
16.42 14.88 17.34 13.98 1.31 15.66 12-2008 12-2018
17.26 15.17 18.03 14.41 1.48 16.22 11-2008 11-2018
16.83 10.82 18.58 9.19 3.94 13.85 10-2008 10-2018
11.26 10.06 12.35 8.99 1.26 10.67 09-2008 09-2018
9.81 9.48 10.43 8.86 0.57 9.64 08-2008 08-2018
9.64 9.42 10.73 8.35 0.85 9.54 07-2008 07-2018
8.88 7.52 9.48 6.93 1.02 8.2 06-2008 06-2018
7.24 7.31 8.05 6.5 0.55 7.28 05-2008 05-2018
7.53 7.52 8.29 6.76 0.54 7.53 04-2008 04-2018
8.11 7.21 9.08 6.26 1.05 7.66 03-2008 03-2018
7.88 7.12 8.72 6.29 0.9 7.5 02-2008 02-2018
8.05 6.15 8.74 5.48 1.33 7.11 01-2008 01-2018
5.78 5.98 6.76 5.01 0.62 5.88 12-2007 12-2017
6.72 6.8 7.54 5.98 0.55 6.76 11-2007 11-2017
6.01 5.82 7.23 4.61 0.93 5.92 10-2007 10-2017
6.78 6.77 7.77 5.79 0.7 6.78 09-2007 09-2017
8.22 7.35 8.73 6.85 0.73 7.79 08-2007 08-2017
7.4 6.77 8.15 6.03 0.78 7.09 07-2007 07-2017
7.73 7.47 8.37 6.84 0.55 7.6 06-2007 06-2017
8.29 8.34 9.06 7.57 0.53 8.31 05-2007 05-2017
9.87 8.5 10.55 7.84 1.07 9.19 04-2007 04-2017
9.87 9.6 10.48 8.98 0.54 9.73 03-2007 03-2017
8.55 6.43 9.03 5.97 1.32 7.49 02-2007 02-2017
5.23 6.2 6.8 4.63 0.84 5.71 01-2007 01-2017
5.25 5.57 6.61 4.22 0.85 5.41 12-2006 12-2016
5.5 6.6 7.1 5.01 0.84 6.05 11-2006 11-2016
7.48 6.9 7.78 6.6 0.46 7.19 10-2006 10-2016
8 7.86 8.64 7.22 0.5 7.93 09-2006 09-2016
8.95 8.75 9.69 8.02 0.59 8.85 08-2006 08-2016
9.29 8.72 10.07 7.95 0.78 9.01 07-2006 07-2016
9.85 8.3 10.68 7.49 1.25 9.08 06-2006 06-2016
7.77 5.17 8.32 4.63 1.6 6.47 05-2006 05-2016
6.41 5.39 7.39 4.42 1.11 5.9 04-2006 04-2016
7.15 6.83 8.27 5.72 0.91 6.99 03-2006 03-2016
7.59 7.61 8.2 7 0.42 7.6 02-2006 02-2016
8.91 9.19 10.33 7.79 0.9 9.05 01-2006 01-2016
10.39 10.12 10.95 9.56 0.5 10.25 12-2005 12-2015
11.76 10.81 12.47 10.11 0.9 11.29 11-2005 11-2015
12.49 10.73 13.02 10.22 1.17 11.61 10-2005 10-2015
10.48 10.12 11.12 9.48 0.59 10.3 09-2005 09-2015
12.3 12.38 13.89 10.81 1.09 12.35 08-2005 08-2015
14.29 13.92 14.99 13.23 0.64 14.11 07-2005 07-2015
13.94 14.12 14.73 13.34 0.5 14.03 06-2005 06-2015
13.84 14.05 14.65 13.24 0.5 13.95 05-2005 05-2015

Rolling return for 12 year

Average return: 8.92
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.71 10.22 11.35 9.59 0.65 10.47 04-2013 04-2025
10.12 10.33 10.95 9.5 0.52 10.22 03-2013 03-2025
9.54 10.13 10.45 9.23 0.48 9.84 02-2013 02-2025
9.43 9.81 10.33 8.91 0.52 9.62 01-2013 01-2025
10.23 10.53 10.96 9.8 0.42 10.38 12-2012 12-2024
10.49 10.68 11.14 10.03 0.4 10.59 11-2012 11-2024
10.76 11.51 11.71 10.56 0.49 11.13 10-2012 10-2024
12.63 11.63 13 11.26 0.71 12.13 09-2012 09-2024
12.36 12.74 13.06 12.04 0.38 12.55 08-2012 08-2024
12.93 12.98 13.37 12.55 0.29 12.96 07-2012 07-2024
12.49 13.4 14.04 11.85 0.84 12.95 06-2012 06-2024
12.43 12.47 13.19 11.71 0.52 12.45 05-2012 05-2024
11.55 11.21 12.21 10.56 0.6 11.38 04-2012 04-2024
10.51 10.49 11.09 9.91 0.42 10.5 03-2012 03-2024
10.87 10.7 11.37 10.2 0.42 10.79 02-2012 02-2024
12.15 11.64 12.84 10.96 0.69 11.9 01-2012 01-2024
11.65 11.78 12.79 10.65 0.76 11.72 12-2011 12-2023
10.69 10.57 11.29 9.96 0.47 10.63 11-2011 11-2023
10.38 10.27 10.9 9.75 0.41 10.32 10-2011 10-2023
10.1 10.22 10.69 9.63 0.38 10.16 09-2011 09-2023
10.17 9.67 10.47 9.37 0.43 9.92 08-2011 08-2023
9.86 9.71 10.24 9.33 0.33 9.79 07-2011 07-2023
9.85 9.57 10.35 9.07 0.46 9.71 06-2011 06-2023
9.41 8.96 9.75 8.62 0.43 9.19 05-2011 05-2023
8.65 8.49 8.98 8.16 0.3 8.57 04-2011 04-2023
8.73 8.39 9.11 8.02 0.4 8.56 03-2011 03-2023
9.17 8.38 9.55 8 0.62 8.78 02-2011 02-2023
8.53 8.48 9.17 7.84 0.47 8.5 01-2011 01-2023
8.74 8.69 9.34 8.09 0.44 8.71 12-2010 12-2022
8.7 8.43 9.12 8.01 0.4 8.56 11-2010 11-2022
8.03 8.15 8.55 7.64 0.32 8.09 10-2010 10-2022
8.91 8.91 9.88 7.96 0.68 8.92 09-2010 09-2022
9.49 9.34 9.93 8.91 0.36 9.42 08-2010 08-2022
9.14 9.64 10.45 8.34 0.77 9.39 07-2010 07-2022
9.04 9.7 10.39 8.36 0.75 9.37 06-2010 06-2022
10 9.92 11.5 8.44 1.08 9.96 05-2010 05-2022
9.85 9.84 10.56 9.13 0.51 9.85 04-2010 04-2022
9.49 9.66 10.31 8.84 0.52 9.57 03-2010 03-2022
10.64 10.92 11.81 9.76 0.73 10.78 02-2010 02-2022
10.95 10.92 11.87 10.01 0.66 10.94 01-2010 01-2022
11.4 11.22 12.01 10.61 0.5 11.31 12-2009 12-2021
12.59 12.4 13.48 11.52 0.7 12.5 11-2009 11-2021
12.24 11.03 12.79 10.49 0.92 11.64 10-2009 10-2021
10.73 10.48 11.3 9.91 0.5 10.61 09-2009 09-2021
10.48 10.64 11.35 9.78 0.56 10.56 08-2009 08-2021
11.62 10.89 12.6 9.92 0.98 11.26 07-2009 07-2021
11.03 10.23 11.4 9.87 0.61 10.63 06-2009 06-2021
13.12 10.82 13.7 10.25 1.47 11.97 05-2009 05-2021
14.03 13.68 15.1 12.63 0.88 13.86 04-2009 04-2021
16.01 14.61 16.48 14.16 0.96 15.32 03-2009 03-2021
14.5 15.16 16.06 13.62 0.89 14.84 02-2009 02-2021
14.05 12.92 14.8 12.19 1.01 13.49 01-2009 01-2021
13.83 12.42 14.42 11.84 1.04 13.13 12-2008 12-2020
12.93 11.77 14.08 10.64 1.28 12.36 11-2008 11-2020
12.68 7.25 13.46 6.51 3.12 9.97 10-2008 10-2020
6.16 5.33 7.15 4.36 1.03 5.75 09-2008 09-2020
4.64 4.62 5.37 3.89 0.52 4.63 08-2008 08-2020
4.89 4.38 5.42 3.85 0.58 4.63 07-2008 07-2020
3.57 2.96 4.52 2.02 0.91 3.27 06-2008 06-2020
0.52 1.57 2.16 -0.06 0.87 1.05 05-2008 05-2020
-0.29 0.62 1.22 -0.88 0.81 0.17 04-2008 04-2020
0.01 2.17 3.65 -1.42 1.95 1.1 03-2008 03-2020
2.78 2.53 3.81 1.51 0.82 2.66 02-2008 02-2020
3.08 1.65 3.71 1.04 1.07 2.37 01-2008 01-2020
1.6 1.51 2.13 0.98 0.41 1.55 12-2007 12-2019
1.35 1.86 2.45 0.76 0.62 1.6 11-2007 11-2019
1.14 0.8 1.92 0.03 0.68 0.97 10-2007 10-2019
2.07 2.2 3 1.28 0.61 2.14 09-2007 09-2019
2.95 2.59 3.69 1.86 0.66 2.77 08-2007 08-2019
3.2 3.48 4.59 2.1 0.89 3.34 07-2007 07-2019
4.7 4.62 5.35 3.98 0.49 4.66 06-2007 06-2019
4.74 4.99 5.57 4.16 0.51 4.87 05-2007 05-2019
6.44 5.43 7.08 4.79 0.88 5.94 04-2007 04-2019
6.38 6.14 6.86 5.66 0.43 6.26 03-2007 03-2019
4.69 3.37 5.47 2.61 1.11 4.04 02-2007 02-2019
3.45 4.21 4.71 2.96 0.67 3.83 01-2007 01-2019
4.71 4.54 5.4 3.86 0.55 4.63 12-2006 12-2018
4.98 5.15 5.56 4.57 0.36 5.07 11-2006 11-2018
4.81 5.38 6.11 4.09 0.74 5.1 10-2006 10-2018
6.77 7 7.65 6.12 0.55 6.88 09-2006 09-2018
7.97 7.7 8.48 7.2 0.46 7.84 08-2006 08-2018
7.88 7.65 8.76 6.78 0.7 7.77 07-2006 07-2018
9.25 7.79 9.76 7.29 1.01 8.52 06-2006 06-2018
7.98 6.01 8.65 5.35 1.36 7 05-2006 05-2018
7.49 6.44 8.12 5.81 0.9 6.96 04-2006 04-2018
8.85 8.44 9.66 7.63 0.73 8.64 03-2006 03-2018
10.15 10.36 10.86 9.64 0.44 10.25 02-2006 02-2018
11.69 11.31 12.27 10.73 0.56 11.5 01-2006 01-2018
11.76 11.91 12.62 11.06 0.55 11.84 12-2005 12-2017
13.44 12.76 14.17 12.04 0.79 13.1 11-2005 11-2017
13 12.16 14.09 11.09 1.1 12.59 10-2005 10-2017
11.42 11.44 12.28 10.58 0.6 11.43 09-2005 09-2017
12.86 12.05 13.3 11.61 0.66 12.45 08-2005 08-2017
13.42 13.2 14.08 12.55 0.55 13.31 07-2005 07-2017
13.45 13.5 14 12.94 0.38 13.47 06-2005 06-2017
13.49 13.66 14.16 13 0.41 13.58 05-2005 05-2017
13.02 12.76 13.6 12.19 0.51 12.89 04-2005 04-2017

Rolling return for 15 year

Average return: 8.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.05 9.98 10.56 9.48 0.38 10.02 04-2010 04-2025
9.86 9.99 10.52 9.33 0.42 9.93 03-2010 03-2025
10.61 10.63 11.34 9.91 0.51 10.62 02-2010 02-2025
10.46 10.43 11.19 9.71 0.52 10.45 01-2010 01-2025
11.48 11.44 12.06 10.85 0.43 11.46 12-2009 12-2024
12.41 12.08 12.94 11.55 0.51 12.25 11-2009 11-2024
12.38 11.74 13.15 10.97 0.8 12.06 10-2009 10-2024
11.84 11.47 12.14 11.17 0.37 11.66 09-2009 09-2024
11.96 11.94 12.52 11.38 0.4 11.95 08-2009 08-2024
13.32 12.28 13.67 11.93 0.72 12.8 07-2009 07-2024
11.96 12.24 13.19 11.02 0.77 12.1 06-2009 06-2024
13.85 12.14 14.47 11.53 1.2 13 05-2009 05-2024
14.77 14.18 15.31 13.64 0.63 14.48 04-2009 04-2024
15.57 14.57 16.06 14.09 0.78 15.07 03-2009 03-2024
15.82 15.52 16.24 15.1 0.42 15.67 02-2009 02-2024
16.01 15.05 16.57 14.49 0.81 15.53 01-2009 01-2024
15.95 15.26 16.9 14.33 0.94 15.61 12-2008 12-2023
15.68 14.3 16.19 13.8 0.98 14.99 11-2008 11-2023
15.71 11.03 16.15 10.61 2.56 13.38 10-2008 10-2023
10.86 9.81 11.33 9.34 0.8 10.34 09-2008 09-2023
9.26 8.87 9.5 8.63 0.34 9.06 08-2008 08-2023
9.75 9.19 10.06 8.89 0.46 9.47 07-2008 07-2023
8.64 7.73 9.04 7.34 0.68 8.19 06-2008 06-2023
7.26 7.03 7.53 6.76 0.28 7.14 05-2008 05-2023
7 6.76 7.27 6.49 0.29 6.88 04-2008 04-2023
7.05 6.11 7.34 5.82 0.63 6.58 03-2008 03-2023
6.59 5.83 6.88 5.53 0.55 6.21 02-2008 02-2023
6.27 5.07 6.77 4.58 0.88 5.67 01-2008 01-2023
5.33 5.29 5.8 4.82 0.35 5.31 12-2007 12-2022
5.58 5.41 5.9 5.09 0.29 5.49 11-2007 11-2022
5.11 4.58 5.51 4.18 0.51 4.85 10-2007 10-2022
5.76 5.84 6.5 5.1 0.5 5.8 09-2007 09-2022
6.65 6.09 6.99 5.75 0.48 6.37 08-2007 08-2022
5.19 5.3 6.2 4.3 0.67 5.25 07-2007 07-2022
5.29 5.74 6.33 4.71 0.59 5.52 06-2007 06-2022
6.16 6.84 7.32 5.69 0.62 6.5 05-2007 05-2022
8.51 7.72 9.07 7.17 0.73 8.12 04-2007 04-2022
8.27 8.34 8.92 7.69 0.44 8.3 03-2007 03-2022
7.64 6.82 8.55 5.92 0.97 7.23 02-2007 02-2022
6.97 7.27 7.68 6.57 0.41 7.12 01-2007 01-2022
7.27 7.04 7.74 6.57 0.42 7.15 12-2006 12-2021
7.2 7.55 7.88 6.87 0.38 7.38 11-2006 11-2021
7.6 7.43 8.03 7.01 0.37 7.52 10-2006 10-2021
7.88 7.79 8.32 7.35 0.34 7.83 09-2006 09-2021
8.04 8.1 8.72 7.42 0.46 8.07 08-2006 08-2021
8.49 8.36 9.25 7.6 0.59 8.43 07-2006 07-2021
9.28 7.99 9.56 7.71 0.8 8.63 06-2006 06-2021
7.74 6.08 8.19 5.64 1.08 6.91 05-2006 05-2021
6.74 6.2 7.54 5.41 0.78 6.47 04-2006 04-2021
8.13 7.51 8.48 7.17 0.51 7.82 03-2006 03-2021
7.54 8.31 8.71 7.15 0.62 7.93 02-2006 02-2021
7.71 7.53 8.27 6.97 0.46 7.62 01-2006 01-2021
7.67 7.58 8.12 7.13 0.35 7.62 12-2005 12-2020
7.71 7.52 8.59 6.65 0.69 7.62 11-2005 11-2020
7.39 6.53 7.99 5.94 0.79 6.96 10-2005 10-2020
5.89 6.03 6.67 5.25 0.5 5.96 09-2005 09-2020
6.82 6.46 7.42 5.87 0.56 6.64 08-2005 08-2020
7.02 6.78 7.45 6.36 0.39 6.9 07-2005 07-2020
6.96 7.37 7.75 6.58 0.44 7.17 06-2005 06-2020
5.44 6.44 6.81 5.07 0.71 5.94 05-2005 05-2020
4.65 5.3 5.92 4.04 0.7 4.98 04-2005 04-2020