NIFTY INDIA CORPORATE GROUP INDEX - MAHINDRA GROUP

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.6
Weighted mean CAGR by duration 14.64
Mean CAGR 19.85
Standard deviation CAGR 12.39
Range for CAGR 37.05

Summary

Duration Min Max Median Average XIRR (%)
1 year 7.62 77.93 50.91 48.08
3 year 7.55 47.97 25.33 25.95
5 year -8.62 40.98 11.01 12.74
7 year -1.02 21.22 10.27 11.03
10 year 3.29 28.00 12.59 13.41
12 year 5.41 23.88 13.57 13.72
15 year 7.89 23.27 13.50 14.03

Rolling return for 1 year

Average return: 48.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.06 15.18 23.15 7.62 5.49 15.25 04-2024 04-2025
28.61 26.71 34.53 21.13 4.79 27.75 03-2024 03-2025
31.22 44.16 57.5 20.1 14 38.24 02-2024 02-2025
48.04 55.07 63.74 40.2 8.69 51.76 01-2024 01-2025
52.62 52.98 61.65 44.43 6.09 52.92 12-2023 12-2024
63.05 57.56 74.49 47.23 9.84 60.58 11-2023 11-2024
59.14 64.54 77.93 47.16 11.05 62.19 10-2023 10-2024
47.78 57.51 65.25 40.86 9.29 52.85 09-2023 09-2024
51.1 52.52 62.35 41.96 7.23 51.98 08-2023 08-2024
55.16 54.7 66.02 44.59 7.58 55.12 07-2023 07-2024
50.72 60.09 72.04 40.25 11.72 55.78 06-2023 06-2024
48.36 56.08 68.37 37.53 11.25 52.59 05-2023 05-2024

Rolling return for 3 year

Average return: 25.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.87 22.78 24.67 20.03 1.67 22.34 04-2022 04-2025
27.91 25.46 29.84 23.59 2.37 26.7 03-2022 03-2025
26.69 29.74 34.64 22.08 4.57 28.29 02-2022 02-2025
27.19 26.33 31.53 22.16 3.33 26.8 01-2022 01-2025
27 26.15 29.46 23.76 2.04 26.59 12-2021 12-2024
25.75 24.73 28.63 21.94 2.39 25.26 11-2021 11-2024
26.64 27.16 31.44 22.52 3.16 26.94 10-2021 10-2024
27.88 30.54 32.74 25.76 2.64 29.23 09-2021 09-2024
29.7 28.54 32.85 25.5 2.63 29.15 08-2021 08-2024
33.28 33.72 36.32 30.74 1.98 33.52 07-2021 07-2024
29.58 33.83 35.42 28.06 3 31.72 06-2021 06-2024
28.81 30.07 34.36 24.7 3.44 29.48 05-2021 05-2024
25.19 24.86 28.01 22.11 2.09 25.04 04-2021 04-2024
21.79 21.59 24.24 19.19 1.79 21.7 03-2021 03-2024
22.05 20.85 25.71 17.34 2.99 21.49 02-2021 02-2024
21.58 19.52 23.8 17.37 2.39 20.57 01-2021 01-2024
24 23.62 26.3 21.37 1.75 23.82 12-2020 12-2023
25.9 23.82 30.25 19.68 3.81 24.91 11-2020 11-2023
26.41 27.06 29.74 23.79 2.12 26.75 10-2020 10-2023
31.93 29.65 34.05 27.59 2.42 30.8 09-2020 09-2023
30.95 29.1 33.7 26.44 2.65 30.05 08-2020 08-2023
37.77 31.9 41.05 28.83 4.79 34.89 07-2020 07-2023
37.6 36.87 40.94 33.62 2.6 37.26 06-2020 06-2023
40.51 39.07 44.1 35.6 3.05 39.82 05-2020 05-2023
43.97 37.91 45.72 36.25 3.98 40.96 04-2020 04-2023
43.04 24.46 47.97 20.32 11.78 33.95 03-2020 03-2023
24.98 20.62 27.08 18.63 3.36 22.83 02-2020 02-2023
20.12 19.49 22.47 17.2 1.88 19.82 01-2020 01-2023
20.4 21.12 22.97 18.59 1.57 20.77 12-2019 12-2022
19.33 19.98 21.92 17.43 1.6 19.66 11-2019 11-2022
20.16 19.39 22.77 16.86 2.11 19.79 10-2019 10-2022
21.48 22.17 24.97 18.76 2.21 21.85 09-2019 09-2022
23.52 22.86 25.6 20.83 1.7 23.2 08-2019 08-2022
18.57 14.51 21.19 12.04 3.54 16.58 07-2019 07-2022
10.11 11.85 13.91 8.12 2.14 11 06-2019 06-2022
9.79 11.21 13.53 7.55 2.17 10.52 05-2019 05-2022

Rolling return for 5 year

Average return: 12.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
37.45 34.79 39.33 32.97 2.44 36.14 04-2020 04-2025
39.71 27.07 40.98 25.94 6.95 33.42 03-2020 03-2025
26.4 27.06 31.1 22.51 3.05 26.77 02-2020 02-2025
26.9 27.59 29.49 25.05 1.59 27.26 01-2020 01-2025
28.44 28.75 29.93 27.28 0.94 28.6 12-2019 12-2024
26.8 27.31 28.53 25.59 1.05 27.06 11-2019 11-2024
26.91 27.62 29.78 24.8 1.78 27.28 10-2019 10-2024
27.9 29.03 30.79 26.18 1.68 28.48 09-2019 09-2024
28.14 28.28 29.99 26.46 1.25 28.22 08-2019 08-2024
27.64 25.05 29.38 23.37 2.31 26.36 07-2019 07-2024
21.66 23.56 24.92 20.33 1.76 22.62 06-2019 06-2024
19.16 20.71 22.21 17.69 1.69 19.94 05-2019 05-2024
16.49 17.2 18.06 15.64 0.89 16.85 04-2019 04-2024
15.45 15.85 16.84 14.47 0.85 15.65 03-2019 03-2024
15.56 16.1 17.62 14.06 1.27 15.84 02-2019 02-2024
14.62 13.91 15.87 12.68 1.16 14.27 01-2019 01-2024
14.37 13.44 15.64 12.19 1.26 13.91 12-2018 12-2023
11.48 12.65 13.77 10.37 1.27 12.07 11-2018 11-2023
12.41 11.35 14.18 9.62 1.66 11.89 10-2018 10-2023
11.34 10.27 12.42 9.21 1.2 10.81 09-2018 09-2023
9.45 9.44 10.82 8.09 0.97 9.45 08-2018 08-2023
9.83 10.24 11.39 8.69 0.97 10.04 07-2018 07-2023
8.27 8.92 9.84 7.36 0.91 8.6 06-2018 06-2023
7.28 7.29 8.92 5.67 1.15 7.29 05-2018 05-2023
8.37 6.51 9.16 5.75 1.37 7.45 04-2018 04-2023
8.64 9.86 10.87 7.65 1.22 9.25 03-2018 03-2023
10.88 10.02 11.99 8.93 1.12 10.46 02-2018 02-2023
9.6 9.31 10.88 8.05 1.01 9.46 01-2018 01-2023
10.64 10.09 12.05 8.71 1.2 10.37 12-2017 12-2022
11.19 11.27 12.64 9.85 0.99 11.24 11-2017 11-2022
11.83 11.96 13.28 10.53 0.97 11.9 10-2017 10-2022
12.49 13.34 14.42 11.43 1.1 12.92 09-2017 09-2022
12.17 12.41 13.3 11.29 0.72 12.29 08-2017 08-2022
10.66 11.14 12.13 9.69 0.88 10.91 07-2017 07-2022
9.16 10.37 11.4 8.15 1.23 9.77 06-2017 06-2022
9.69 10.64 11.92 8.44 1.28 10.17 05-2017 05-2022
11.59 11.61 12.61 10.6 0.71 11.6 04-2017 04-2022
9.49 10.85 11.77 8.59 1.22 10.18 03-2017 03-2022
10.31 11.65 12.79 9.2 1.35 10.99 02-2017 02-2022
12.82 14.92 15.59 12.17 1.42 13.88 01-2017 01-2022
14.43 15.19 16.22 13.41 1.03 14.81 12-2016 12-2021
14.04 13.42 16.17 11.34 1.72 13.74 11-2016 11-2021
11.69 12.3 13.93 10.09 1.37 12 10-2016 10-2021
10.4 9.75 11.52 8.65 1.04 10.08 09-2016 09-2021
8.06 9.07 10.22 6.94 1.21 8.57 08-2016 08-2021
6.1 6.59 7.33 5.37 0.71 6.35 07-2016 07-2021
6.32 6.44 7.07 5.69 0.49 6.38 06-2016 06-2021
6.07 6.62 8.16 4.56 1.29 6.35 05-2016 05-2021
7.91 6.94 9.53 5.36 1.51 7.44 04-2016 04-2021
9 9.34 10.42 7.93 0.89 9.17 03-2016 03-2021
9.69 9.88 12.31 7.31 1.77 9.8 02-2016 02-2021
7.68 8.01 9.98 5.76 1.5 7.86 01-2016 01-2021
4.91 4.81 6.26 3.47 0.99 4.86 12-2015 12-2020
1.92 3.87 5.07 0.76 1.67 2.91 11-2015 11-2020
2.02 2.13 3.31 0.85 0.87 2.08 10-2015 10-2020
1.69 2.18 3.75 0.15 1.28 1.94 09-2015 09-2020
0.38 0.46 2.52 -1.63 1.47 0.43 08-2015 08-2020
-2.78 -0.37 1.21 -4.3 2.13 -1.56 07-2015 07-2020
-3.92 -3.63 -2.21 -5.31 1.1 -3.77 06-2015 06-2020
-6.83 -6.65 -4.83 -8.62 1.34 -6.73 05-2015 05-2020

Rolling return for 7 year

Average return: 11.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.7 12.82 14.81 11.73 1.13 13.27 04-2018 04-2025
15.57 15.55 16.31 14.81 0.53 15.56 03-2018 03-2025
15.67 17.23 18.73 14.21 1.69 16.46 02-2018 02-2025
17.01 17.51 18.71 15.83 1.03 17.27 01-2018 01-2025
18.7 18.18 19.68 17.22 0.89 18.45 12-2017 12-2024
18.49 18.61 19.65 17.46 0.78 18.55 11-2017 11-2024
18.69 19.59 20.6 17.7 1.07 19.15 10-2017 10-2024
19.3 20.4 21.22 18.5 1.04 19.86 09-2017 09-2024
18.37 18.92 19.59 17.7 0.7 18.65 08-2017 08-2024
18.97 19.37 20.13 18.22 0.69 19.17 07-2017 07-2024
17.51 18.96 19.75 16.73 1.18 18.24 06-2017 06-2024
16.33 17.49 18.45 15.38 1.16 16.91 05-2017 05-2024
15.38 15.75 16.49 14.65 0.66 15.57 04-2017 04-2024
14.37 14.68 15.36 13.7 0.6 14.53 03-2017 03-2024
14.19 14.81 15.64 13.36 0.84 14.5 02-2017 02-2024
14.25 14.66 15.14 13.77 0.51 14.46 01-2017 01-2024
14.83 15.01 15.74 14.1 0.58 14.92 12-2016 12-2023
13 12.71 14.66 11.08 1.27 12.86 11-2016 11-2023
12.06 12.15 13.31 10.91 0.85 12.11 10-2016 10-2023
12.78 12.27 13.56 11.5 0.75 12.53 09-2016 09-2023
11.39 11.55 12.39 10.56 0.65 11.47 08-2016 08-2023
10.81 11.39 11.93 10.27 0.62 11.1 07-2016 07-2023
10.1 10.76 11.23 9.63 0.61 10.43 06-2016 06-2023
9.89 9.95 11.08 8.77 0.82 9.92 05-2016 05-2023
10.48 9.17 11.06 8.61 0.98 9.83 04-2016 04-2023
10.14 10.96 11.75 9.36 0.89 10.55 03-2016 03-2023
12.58 11.62 13.39 10.83 0.97 12.11 02-2016 02-2023
10.63 10.12 11.55 9.21 0.85 10.38 01-2016 01-2023
9.15 9.06 10.14 8.08 0.73 9.11 12-2015 12-2022
9.23 9.33 10.24 8.33 0.68 9.28 11-2015 11-2022
9.38 9.48 10.39 8.48 0.68 9.43 10-2015 10-2022
9.87 10 11.21 8.68 0.9 9.94 09-2015 09-2022
9.49 8.69 10.28 7.92 0.88 9.1 08-2015 08-2022
8.18 7.97 9.2 6.96 0.8 8.08 07-2015 07-2022
7.05 7.48 8.61 5.93 0.96 7.27 06-2015 06-2022
6.86 6.92 8.4 5.4 1.06 6.89 05-2015 05-2022
7.86 7 8.56 6.3 0.85 7.43 04-2015 04-2022
6.16 6.43 7.73 4.88 1.01 6.3 03-2015 03-2022
6.29 6.9 7.99 5.22 1 6.6 02-2015 02-2022
7.13 7.84 9 5.99 1.09 7.49 01-2015 01-2022
7.83 8.03 9.03 6.84 0.78 7.93 12-2014 12-2021
7.36 8.22 8.79 6.8 0.77 7.79 11-2014 11-2021
7.74 7.76 9.28 6.24 1.07 7.76 10-2014 10-2021
6.13 6.59 6.9 5.83 0.41 6.36 09-2014 09-2021
7.13 6.45 8.66 4.96 1.33 6.8 08-2014 08-2021
6.37 6.28 7.25 5.41 0.65 6.33 07-2014 07-2021
6.38 6.21 6.92 5.67 0.45 6.29 06-2014 06-2021
6.91 6.23 8.41 4.76 1.31 6.58 05-2014 05-2021
7.81 7.87 8.97 6.72 0.8 7.84 04-2014 04-2021
8.36 8.76 9.36 7.76 0.58 8.56 03-2014 03-2021
9 9.45 10.85 7.62 1.15 9.23 02-2014 02-2021
8.72 8.74 10.37 7.11 1.15 8.73 01-2014 01-2021
6.87 6.93 7.86 5.95 0.68 6.9 12-2013 12-2020
5.54 6.78 7.85 4.49 1.27 6.17 11-2013 11-2020
7 6.37 7.96 5.42 0.93 6.69 10-2013 10-2020
6.63 7.29 8.17 5.77 0.88 6.96 09-2013 09-2020
6.72 6.96 8.34 5.37 1.05 6.85 08-2013 08-2020
3.56 5.53 6.58 2.54 1.59 4.55 07-2013 07-2020
2.65 2.95 3.94 1.66 0.81 2.8 06-2013 06-2020
0.43 1.24 1.97 -0.29 0.85 0.84 05-2013 05-2020
0.76 1.65 3.16 -0.72 1.41 1.21 04-2013 04-2020
-0.1 6.6 7.58 -1.02 3.85 3.27 03-2013 03-2020
7.19 8.9 9.61 6.49 1.26 8.05 02-2013 02-2020
8.02 7.95 9.16 6.82 0.83 7.99 01-2013 01-2020
7.18 7.14 7.88 6.44 0.51 7.16 12-2012 12-2019
8.24 8.19 8.98 7.45 0.54 8.21 11-2012 11-2019
8.78 9.3 10.08 8 0.76 9.04 10-2012 10-2019
9.82 8.66 10.89 7.61 1.23 9.25 09-2012 09-2019
10.37 9.55 11.41 8.52 1.06 9.96 08-2012 08-2019
11.23 13.08 13.97 10.37 1.43 12.16 07-2012 07-2019
14.59 14.19 15.49 13.3 0.79 14.39 06-2012 06-2019
15 14.28 16.02 13.27 1.01 14.64 05-2012 05-2019
14.48 14.37 15.08 13.77 0.46 14.43 04-2012 04-2019
15.2 14.9 15.9 14.2 0.61 15.05 03-2012 03-2019
14.07 13.68 15.14 12.62 0.9 13.88 02-2012 02-2019
15.57 15.45 16.99 14.06 1.04 15.52 01-2012 01-2019
15.69 15.09 17.29 13.52 1.35 15.4 12-2011 12-2018
15.24 13.52 16.06 12.72 1.33 14.38 11-2011 11-2018
13.37 13.75 15.42 11.73 1.31 13.57 10-2011 10-2018
15.3 15.95 16.9 14.36 0.93 15.63 09-2011 09-2018
17.05 16.6 18.1 15.56 0.91 16.83 08-2011 08-2018
16.06 15.57 16.92 14.71 0.8 15.82 07-2011 07-2018
17.43 16.74 18.14 16.04 0.78 17.09 06-2011 06-2018
16.14 15.9 17.4 14.65 0.98 16.02 05-2011 05-2018

Rolling return for 10 year

Average return: 13.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.89 11.51 12.65 10.75 0.69 11.7 04-2015 04-2025
12.26 11.81 12.77 11.31 0.54 12.04 03-2015 03-2025
12.04 13.3 14.1 11.25 1.1 12.67 02-2015 02-2025
12.79 13.08 13.93 11.95 0.71 12.94 01-2015 01-2025
13.26 13.17 13.91 12.53 0.49 13.22 12-2014 12-2024
12.58 12.93 13.34 12.17 0.43 12.75 11-2014 11-2024
13.1 13.24 14.36 11.99 0.84 13.17 10-2014 10-2024
12.24 13.27 13.5 12.01 0.64 12.75 09-2014 09-2024
13.46 12.65 14.27 11.84 0.91 13.05 08-2014 08-2024
13.82 13.86 14.59 13.09 0.53 13.84 07-2014 07-2024
12.86 13.83 14.37 12.34 0.8 13.35 06-2014 06-2024
13.06 12.88 14.5 11.46 1.08 12.98 05-2014 05-2024
12.76 12.71 13.51 11.95 0.55 12.73 04-2014 04-2024
12.22 12.46 12.9 11.79 0.4 12.34 03-2014 03-2024
12.76 12.75 13.76 11.76 0.71 12.76 02-2014 02-2024
12.42 11.87 13.04 11.26 0.66 12.15 01-2014 01-2024
11.74 11.69 12.36 11.07 0.46 11.71 12-2013 12-2023
11.27 11.63 12.41 10.5 0.69 11.45 11-2013 11-2023
12.49 12.2 13.37 11.32 0.73 12.34 10-2013 10-2023
13.66 13.56 14.21 13.02 0.42 13.61 09-2013 09-2023
13.48 13.17 14.19 12.47 0.62 13.33 08-2013 08-2023
12.82 12.83 13.62 12.04 0.56 12.83 07-2013 07-2023
12.08 12.13 12.89 11.33 0.55 12.11 06-2013 06-2023
11.07 11.35 11.92 10.51 0.51 11.21 05-2013 05-2023
12.14 11.39 12.55 10.99 0.61 11.77 04-2013 04-2023
11.26 11.67 12.39 10.54 0.67 11.46 03-2013 03-2023
12.24 12.29 12.8 11.73 0.38 12.27 02-2013 02-2023
11.51 11.29 12.16 10.65 0.54 11.4 01-2013 01-2023
10.99 11.15 11.69 10.45 0.44 11.07 12-2012 12-2022
11.45 11.6 12.17 10.88 0.46 11.53 11-2012 11-2022
12.07 12.24 12.8 11.51 0.46 12.16 10-2012 10-2022
13.2 12.55 14.16 11.6 0.93 12.88 09-2012 09-2022
14.16 13.38 14.73 12.82 0.73 13.77 08-2012 08-2022
13.39 13.51 14.13 12.77 0.48 13.45 07-2012 07-2022
13.23 13.48 14.39 12.33 0.73 13.36 06-2012 06-2022
13.41 13.35 14.55 12.22 0.82 13.38 05-2012 05-2022
13.39 13.42 13.91 12.9 0.36 13.41 04-2012 04-2022
12.99 13.47 14.17 12.31 0.68 13.24 03-2012 03-2022
12.82 13.07 14.08 11.82 0.8 12.95 02-2012 02-2022
14.64 14.97 16.03 13.58 0.87 14.8 01-2012 01-2022
15 14.37 15.89 13.48 0.88 14.68 12-2011 12-2021
14.31 13.6 15.37 12.56 1.02 13.96 11-2011 11-2021
12.97 12.94 14.09 11.82 0.8 12.96 10-2011 10-2021
12.6 12.52 13.16 11.96 0.43 12.56 09-2011 09-2021
12.59 12.7 13.71 11.59 0.75 12.65 08-2011 08-2021
11.5 11.24 12.14 10.6 0.55 11.37 07-2011 07-2021
12.24 11.71 12.64 11.31 0.51 11.98 06-2011 06-2021
10.89 10.97 11.97 9.89 0.74 10.93 05-2011 05-2021
10.28 10.45 11.11 9.63 0.53 10.37 04-2011 04-2021
11.79 11.51 12.51 10.79 0.62 11.65 03-2011 03-2021
12 12.07 13.34 10.75 0.92 12.04 02-2011 02-2021
10.6 10.45 11.77 9.29 0.88 10.53 01-2011 01-2021
9.37 9.28 10.08 8.58 0.53 9.33 12-2010 12-2020
7.66 8.35 9.31 6.71 0.95 8.01 11-2010 11-2020
7.77 7.89 8.45 7.22 0.44 7.83 10-2010 10-2020
8.28 8.18 9.37 7.1 0.8 8.23 09-2010 09-2020
8.18 8.58 9.32 7.44 0.68 8.38 08-2010 08-2020
6.46 7.9 8.63 5.75 1.14 7.19 07-2010 07-2020
6.72 6.41 7.66 5.48 0.78 6.57 06-2010 06-2020
5.87 5.96 7 4.83 0.77 5.92 05-2010 05-2020
4.26 5.44 6 3.71 0.91 4.85 04-2010 04-2020
3.96 8.8 9.5 3.29 2.78 6.39 03-2010 03-2020
9.95 10.87 11.69 9.14 0.96 10.41 02-2010 02-2020
10.24 9.43 11.06 8.62 0.91 9.84 01-2010 01-2020
9.83 9.74 10.33 9.25 0.38 9.79 12-2009 12-2019
11.72 10.56 12.26 10.03 0.89 11.14 11-2009 11-2019
11.4 11.6 12.33 10.67 0.59 11.5 10-2009 10-2019
11.62 11.65 12.38 10.9 0.52 11.64 09-2009 09-2019
12.12 11.17 12.86 10.44 0.92 11.65 08-2009 08-2019
13.88 13.24 15.83 11.33 1.61 13.57 07-2009 07-2019
15.58 14.12 16.21 13.49 1.09 14.85 06-2009 06-2019
19.98 17.16 20.73 16.43 1.82 18.57 05-2009 05-2019
23.1 21.06 23.55 20.61 1.27 22.08 04-2009 04-2019
25.52 23.84 26.05 23.31 1.14 24.68 03-2009 03-2019
26.19 25.38 27.02 24.56 0.92 25.79 02-2009 02-2019
26.41 24.65 27.49 23.59 1.51 25.54 01-2009 01-2019
26.77 25.61 28 24.41 1.33 26.2 12-2008 12-2018
26.61 23.13 27.25 22.52 2.08 24.88 11-2008 11-2018
25.37 19.02 26.96 17.53 4.02 22.22 10-2008 10-2018
19.18 18.26 20.34 17.13 1.18 18.73 09-2008 09-2018
18.27 18.04 19.01 17.31 0.61 18.16 08-2008 08-2018
19.16 18.21 19.79 17.6 0.84 18.69 07-2008 07-2018
18.57 17.11 19.07 16.62 1.01 17.84 06-2008 06-2018
16.02 15.59 16.9 14.73 0.78 15.81 05-2008 05-2018
16.03 15.57 17.46 14.16 1.18 15.81 04-2008 04-2018
15.57 14.87 16.11 14.35 0.67 15.22 03-2008 03-2018
15.21 14.42 16.24 13.41 1.04 14.82 02-2008 02-2018
15 11.51 15.82 10.72 2.18 13.26 01-2008 01-2018
11.4 10.94 12.39 9.97 0.87 11.18 12-2007 12-2017
11.93 11.64 12.62 10.96 0.6 11.79 11-2007 11-2017
10.58 9.69 11.23 9.04 0.84 10.13 10-2007 10-2017
10.35 10.14 10.87 9.62 0.45 10.24 09-2007 09-2017
11.49 10.92 11.93 10.49 0.55 11.21 08-2007 08-2017
9.88 9.06 10.37 8.57 0.7 9.47 07-2007 07-2017
9.75 9.51 10.27 9 0.46 9.63 06-2007 06-2017
9.04 8.76 9.66 8.14 0.55 8.9 05-2007 05-2017
9.56 8.72 10.05 8.24 0.71 9.14 04-2007 04-2017
9.87 9.07 10.32 8.63 0.66 9.47 03-2007 03-2017
8.6 7.25 9.15 6.7 0.99 7.93 02-2007 02-2017
6.81 5.9 7.13 5.6 0.63 6.36 01-2007 01-2017
8.97 6.65 9.46 6.18 1.42 7.82 12-2006 12-2016
9.45 9.44 10.77 8.13 0.93 9.45 11-2006 11-2016
12.42 10.71 13.24 9.91 1.32 11.57 10-2006 10-2016
13.85 13.65 14.76 12.75 0.71 13.75 09-2006 09-2016
15.26 13.98 15.86 13.39 0.98 14.62 08-2006 08-2016
16.92 15.2 17.32 14.81 1.08 16.06 07-2006 07-2016
16.98 14.98 17.32 14.64 1.18 15.98 06-2006 06-2016
14.27 12.21 15.09 11.41 1.49 13.25 05-2006 05-2016
13.19 13.58 14.56 12.23 0.84 13.39 04-2006 04-2016
13.58 13.22 14.14 12.66 0.54 13.4 03-2006 03-2016
13.56 13.9 14.82 12.66 0.77 13.74 02-2006 02-2016
15.32 15.42 16.36 14.38 0.7 15.37 01-2006 01-2016
17.04 16.79 17.85 15.98 0.67 16.91 12-2005 12-2015
20.3 17.7 21 17.02 1.68 19 11-2005 11-2015
20.09 19.21 20.78 18.53 0.85 19.65 10-2005 10-2015
19.99 19.94 20.92 19.02 0.67 19.97 09-2005 09-2015
20.82 21.3 22.04 20.08 0.71 21.06 08-2005 08-2015
22.86 21.69 23.83 20.73 1.17 22.28 07-2005 07-2015
24.27 23.52 25.18 22.62 0.94 23.9 06-2005 06-2015
26.01 25.62 27.23 24.41 1.01 25.82 05-2005 05-2015

Rolling return for 12 year

Average return: 13.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.67 14.33 15.32 13.69 0.59 14.5 04-2013 04-2025
14.88 14.7 15.31 14.27 0.37 14.79 03-2013 03-2025
14.81 16.13 16.57 14.38 0.9 15.47 02-2013 02-2025
15.52 15.74 16.49 14.77 0.61 15.63 01-2013 01-2025
15.58 15.66 16.13 15.11 0.36 15.62 12-2012 12-2024
15.62 15.78 16.27 15.12 0.41 15.7 11-2012 11-2024
15.99 16.59 17.08 15.51 0.59 16.29 10-2012 10-2024
17.02 16.72 18.12 15.64 0.88 16.88 09-2012 09-2024
17.45 17 18.16 16.3 0.68 17.23 08-2012 08-2024
17.8 17.92 18.46 17.26 0.43 17.86 07-2012 07-2024
17.49 18 18.79 16.71 0.76 17.75 06-2012 06-2024
16.71 16.92 17.95 15.69 0.8 16.82 05-2012 05-2024
15.31 15.54 15.96 14.9 0.38 15.43 04-2012 04-2024
15.3 15.29 15.88 14.72 0.41 15.3 03-2012 03-2024
14.69 14.68 15.54 13.84 0.6 14.69 02-2012 02-2024
15.17 14.81 15.7 14.29 0.51 14.99 01-2012 01-2024
15.14 14.4 15.67 13.87 0.69 14.77 12-2011 12-2023
13.66 13.16 14.63 12.2 0.88 13.41 11-2011 11-2023
12.97 12.75 13.71 12.01 0.61 12.86 10-2011 10-2023
13.63 13.55 14.09 13.1 0.35 13.59 09-2011 09-2023
13.82 13.56 14.41 12.97 0.52 13.69 08-2011 08-2023
13.42 13.32 14.09 12.65 0.51 13.37 07-2011 07-2023
13.52 13.42 14.21 12.74 0.52 13.47 06-2011 06-2023
12.36 12.23 13.08 11.52 0.55 12.3 05-2011 05-2023
11.4 11.19 11.74 10.86 0.32 11.3 04-2011 04-2023
11.99 12.1 12.94 11.16 0.63 12.05 03-2011 03-2023
13.32 12.73 13.79 12.26 0.58 13.03 02-2011 02-2023
11.85 11.29 12.4 10.75 0.62 11.57 01-2011 01-2023
11.16 11.07 11.75 10.49 0.45 11.12 12-2010 12-2022
11.08 10.85 11.68 10.26 0.51 10.97 11-2010 11-2022
11.21 11.33 11.81 10.74 0.38 11.27 10-2010 10-2022
12.1 11.87 12.9 11.08 0.65 11.99 09-2010 09-2022
12.39 12.22 12.86 11.75 0.4 12.3 08-2010 08-2022
11.6 11.59 12.22 10.99 0.43 11.6 07-2010 07-2022
11.69 11.55 12.64 10.6 0.72 11.62 06-2010 06-2022
12.27 12.29 13.21 11.35 0.66 12.28 05-2010 05-2022
12.51 12.44 12.94 12.01 0.33 12.47 04-2010 04-2022
11.65 12.01 12.61 11.05 0.57 11.83 03-2010 03-2022
12.47 12.83 13.52 11.78 0.63 12.65 02-2010 02-2022
12.79 12.54 13.94 11.41 0.9 12.67 01-2010 01-2022
13.06 13.28 13.79 12.55 0.45 13.17 12-2009 12-2021
14.34 13.77 15.23 12.9 0.85 14.06 11-2009 11-2021
13.9 14.23 14.85 13.29 0.56 14.07 10-2009 10-2021
14.19 14.04 14.66 13.57 0.39 14.11 09-2009 09-2021
14.29 13.8 15.24 12.87 0.86 14.05 08-2009 08-2021
14.82 13.21 15.37 12.67 1.11 14.02 07-2009 07-2021
14.75 13.35 15.09 13.02 0.88 14.05 06-2009 06-2021
17.53 15.56 18.49 14.63 1.53 16.55 05-2009 05-2021
19.8 18.51 20.55 17.78 1.08 19.16 04-2009 04-2021
22.14 21 22.8 20.35 0.96 21.57 03-2009 03-2021
22.66 22.55 23.88 21.34 0.9 22.61 02-2009 02-2021
22.54 21.32 23.62 20.26 1.26 21.94 01-2009 01-2021
22.12 20.87 22.78 20.22 1.01 21.5 12-2008 12-2020
20.24 18.48 21.77 16.99 1.8 19.37 11-2008 11-2020
19.55 13.88 20.18 13.29 3.15 16.73 10-2008 10-2020
12.94 12.25 13.89 11.32 0.94 12.6 09-2008 09-2020
11.63 11.85 12.61 10.87 0.62 11.74 08-2008 08-2020
11.08 11.72 12.96 9.86 1.12 11.4 07-2008 07-2020
9.99 9.28 10.8 8.48 0.86 9.64 06-2008 06-2020
7.05 7 8 6.05 0.69 7.03 05-2008 05-2020
6.85 6.88 8.33 5.41 1.03 6.87 04-2008 04-2020
6.79 10.52 11.51 5.84 2.4 8.66 03-2008 03-2020
11.1 11.09 12.56 9.65 1.03 11.1 02-2008 02-2020
11.5 8.7 12.18 8.03 1.77 10.1 01-2008 01-2020
8.95 8.19 9.36 7.78 0.62 8.57 12-2007 12-2019
9.85 9.49 10.29 9.06 0.45 9.67 11-2007 11-2019
8.81 8.31 9.57 7.55 0.74 8.56 10-2007 10-2019
8.59 8.61 9.21 8 0.43 8.6 09-2007 09-2019
8.95 8.73 9.55 8.13 0.51 8.84 08-2007 08-2019
8.13 8.59 9.67 7.06 0.94 8.36 07-2007 07-2019
9.42 9.29 9.92 8.79 0.4 9.36 06-2007 06-2019
9.12 8.93 9.69 8.37 0.47 9.03 05-2007 05-2019
10.07 9.29 10.41 8.96 0.58 9.68 04-2007 04-2019
10.18 9.53 10.57 9.14 0.56 9.86 03-2007 03-2019
8.97 7.97 9.56 7.38 0.85 8.47 02-2007 02-2019
7.87 7.61 8.64 6.85 0.64 7.74 01-2007 01-2019
10.11 8.62 11 7.76 1.26 9.37 12-2006 12-2018
10.66 10 11.12 9.55 0.6 10.33 11-2006 11-2018
12.21 11.28 13.4 10.12 1.21 11.75 10-2006 10-2018
14.28 14.27 15.2 13.36 0.65 14.28 09-2006 09-2018
15.45 14.48 16.05 13.89 0.84 14.97 08-2006 08-2018
16.3 15.06 16.81 14.56 0.91 15.68 07-2006 07-2018
16.61 15.07 17.02 14.67 0.99 15.84 06-2006 06-2018
14.67 12.98 15.39 12.27 1.25 13.83 05-2006 05-2018
13.65 14 14.81 12.84 0.71 13.82 04-2006 04-2018
13.64 13.31 14.07 12.88 0.44 13.48 03-2006 03-2018
14.12 14.2 14.97 13.36 0.57 14.16 02-2006 02-2018
14.97 14.87 15.66 14.19 0.52 14.92 01-2006 01-2018
15.03 15.01 15.88 14.17 0.6 15.02 12-2005 12-2017
17.5 15.41 18.1 14.83 1.37 16.46 11-2005 11-2017
17.14 16.44 17.72 15.87 0.7 16.79 10-2005 10-2017
17.09 16.76 17.55 16.3 0.46 16.93 09-2005 09-2017
17.66 17.45 18.04 17.06 0.35 17.55 08-2005 08-2017
19.15 17.86 19.59 17.43 0.89 18.51 07-2005 07-2017
20.23 19.36 20.7 18.9 0.71 19.8 06-2005 06-2017
21.27 20.56 21.85 19.98 0.71 20.91 05-2005 05-2017
21.23 20.4 21.68 19.95 0.68 20.81 04-2005 04-2017

Rolling return for 15 year

Average return: 14.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.32 14.43 14.84 13.92 0.33 14.38 04-2010 04-2025
14.73 14.58 15.07 14.23 0.3 14.65 03-2010 03-2025
15.18 16.02 16.59 14.62 0.76 15.6 02-2010 02-2025
15.54 15.17 16.32 14.4 0.69 15.36 01-2010 01-2025
15.72 15.75 16.16 15.3 0.3 15.73 12-2009 12-2024
16.54 15.88 17.07 15.36 0.65 16.21 11-2009 11-2024
16.34 16.7 17.21 15.84 0.5 16.52 10-2009 10-2024
16.8 17.17 17.68 16.3 0.51 16.99 09-2009 09-2024
17.22 16.61 17.78 16.05 0.65 16.91 08-2009 08-2024
18.29 17.05 18.83 16.52 0.93 17.67 07-2009 07-2024
17.57 17.18 18.61 16.15 0.88 17.38 06-2009 06-2024
19.71 18.33 20.72 17.34 1.29 19.02 05-2009 05-2024
20.86 19.76 21.4 19.22 0.86 20.31 04-2009 04-2024
22.07 21.12 22.55 20.63 0.76 21.59 03-2009 03-2024
22.54 22.21 23.27 21.49 0.64 22.38 02-2009 02-2024
22.35 20.96 22.79 20.52 0.94 21.66 01-2009 01-2024
22.5 21.41 22.95 20.97 0.8 21.96 12-2008 12-2023
21.35 19.53 22.18 18.72 1.38 20.45 11-2008 11-2023
20.89 16.4 21.53 15.8 2.57 18.66 10-2008 10-2023
16.51 15.53 16.88 15.17 0.7 16.02 09-2008 09-2023
15.25 15.1 15.73 14.62 0.4 15.18 08-2008 08-2023
15.97 15.49 16.51 14.95 0.58 15.73 07-2008 07-2023
15.03 14.31 15.58 13.76 0.69 14.67 06-2008 06-2023
13.03 12.76 13.6 12.19 0.51 12.89 05-2008 05-2023
13.42 12.47 13.69 12.2 0.62 12.95 04-2008 04-2023
13.22 13.18 13.99 12.41 0.56 13.2 03-2008 03-2023
13.75 12.93 14.13 12.56 0.63 13.34 02-2008 02-2023
13.17 10.78 13.61 10.35 1.43 11.98 01-2008 01-2023
11.15 10.66 11.62 10.19 0.53 10.9 12-2007 12-2022
11.68 11.52 12.17 11.04 0.4 11.6 11-2007 11-2022
10.99 10.44 11.47 9.97 0.56 10.72 10-2007 10-2022
11.06 11.19 11.69 10.57 0.4 11.13 09-2007 09-2022
11.72 11.42 12.09 11.05 0.38 11.57 08-2007 08-2022
10.14 9.75 10.62 9.27 0.5 9.95 07-2007 07-2022
9.55 9.8 10.3 9.05 0.45 9.68 06-2007 06-2022
9.26 9.38 9.99 8.65 0.48 9.32 05-2007 05-2022
10.23 9.68 10.57 9.34 0.48 9.96 04-2007 04-2022
9.74 9.66 10.5 8.91 0.56 9.7 03-2007 03-2022
9.17 8.7 9.98 7.89 0.76 8.93 02-2007 02-2022
8.78 8.83 9.66 7.95 0.6 8.8 01-2007 01-2022
10.76 9.42 11.34 8.86 1 10.09 12-2006 12-2021
10.96 10.75 11.64 10.07 0.56 10.86 11-2006 11-2021
12.18 11.24 12.92 10.5 0.92 11.71 10-2006 10-2021
12.69 12.33 13.06 11.96 0.41 12.51 09-2006 09-2021
12.81 12.32 13.55 11.58 0.72 12.57 08-2006 08-2021
13.19 12.26 13.63 11.83 0.72 12.73 07-2006 07-2021
13.31 12.06 13.58 11.8 0.77 12.69 06-2006 06-2021
11.47 10.32 12.19 9.6 1 10.89 05-2006 05-2021
11.4 11.33 11.96 10.77 0.42 11.37 04-2006 04-2021
12.03 11.91 12.51 11.43 0.38 11.97 03-2006 03-2021
12.26 12.54 13.14 11.66 0.53 12.4 02-2006 02-2021
12.71 12.9 13.51 12.11 0.5 12.81 01-2006 01-2021
12.85 12.65 13.33 12.17 0.42 12.75 12-2005 12-2020
13.83 12.89 14.99 11.75 1.19 13.37 11-2005 11-2020
13.74 13.22 14.21 12.75 0.55 13.48 10-2005 10-2020
13.55 13.7 14.32 12.94 0.49 13.63 09-2005 09-2020
13.58 13.92 14.38 13.12 0.46 13.75 08-2005 08-2020
13.64 13.84 15.17 12.32 1.01 13.74 07-2005 07-2020
14.06 13.71 14.73 13.04 0.61 13.89 06-2005 06-2020
13.94 13.79 14.76 12.98 0.63 13.87 05-2005 05-2020
13.21 13.5 14.47 12.26 0.79 13.36 04-2005 04-2020