NIFTY INDIA NEW AGE CONSUMPTION

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.36
Weighted mean CAGR by duration 10.57
Mean CAGR 15.92
Standard deviation CAGR 11.72
Range for CAGR 34.31

Summary

Duration Min Max Median Average XIRR (%)
1 year -5.53 73.55 48.78 42.97
3 year 6.21 31.19 21.41 20.78
5 year -3.69 32.37 8.33 10.66
7 year 1.57 15.82 9.80 10.01
10 year 1.41 16.60 9.32 9.25
12 year -0.29 16.88 9.12 9.11
15 year 3.23 16.67 7.55 8.66

Rolling return for 1 year

Average return: 42.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
-1.06 4.44 9.39 -5.53 5.62 1.81 04-2024 04-2025
8.75 11.75 19.31 1.86 6.26 10.42 03-2024 03-2025
11.55 20.12 27.84 4.82 8.69 16.08 02-2024 02-2025
21.44 36.27 42.14 16.43 10.5 29.07 01-2024 01-2025
41.85 41.42 48.84 34.77 4.98 41.72 12-2023 12-2024
48.71 41.72 56.63 34.56 8.19 45.41 11-2023 11-2024
55.14 63 71.82 47.17 9.15 59.28 10-2023 10-2024
62.47 66.72 72.42 57.09 5.62 64.67 09-2023 09-2024
57.89 65.6 72.64 51.46 7.97 61.9 08-2023 08-2024
61.61 63.35 69.68 55.58 5.02 62.56 07-2023 07-2024
54.67 63.03 73.55 45.3 10.42 59.14 06-2023 06-2024
63.61 63.38 73.18 54.35 6.66 63.63 05-2023 05-2024

Rolling return for 3 year

Average return: 20.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.29 18.58 20.25 14.68 2.13 17.45 04-2022 04-2025
20.79 20.55 24.58 16.88 2.72 20.7 03-2022 03-2025
19.21 20.54 24.75 15.19 3.41 19.92 02-2022 02-2025
18.68 21.37 25.07 15.17 3.63 20.07 01-2022 01-2025
23.64 22.67 25.64 20.72 1.77 23.17 12-2021 12-2024
20.21 18.73 22.3 16.69 2.05 19.48 11-2021 11-2024
21.44 21.37 25.64 17.3 2.95 21.44 10-2021 10-2024
28.41 25.75 30.98 23.28 2.88 27.11 09-2021 09-2024
27.27 28.54 31.11 24.77 2.29 27.92 08-2021 08-2024
27.12 27.45 29.2 25.39 1.35 27.29 07-2021 07-2024
24.16 26.95 29.01 22.17 2.61 25.57 06-2021 06-2024
27.39 26.18 29.83 23.81 2.17 26.8 05-2021 05-2024
26.82 26.33 28.79 24.4 1.56 26.59 04-2021 04-2024
22.78 21.2 25.49 18.58 2.51 22.01 03-2021 03-2024
20.12 20.31 22.64 17.84 1.7 20.23 02-2021 02-2024
21.09 19.97 22.81 18.3 1.64 20.54 01-2021 01-2024
22.94 21.62 25.05 19.56 2 22.29 12-2020 12-2023
24.01 23.27 28.22 19.22 3.19 23.68 11-2020 11-2023
23.89 24.48 26.08 22.31 1.35 24.19 10-2020 10-2023
25.96 23.47 27.38 22.09 2.07 24.72 09-2020 09-2023
25.85 21.94 27.61 20.26 2.94 23.92 08-2020 08-2023
25.74 25.72 27.35 24.14 1.13 25.74 07-2020 07-2023
25.47 25 28.12 22.42 2.02 25.25 06-2020 06-2023
28.12 26.8 30.63 24.36 2.27 27.48 05-2020 05-2023
29.05 24.44 31.19 22.41 3.51 26.77 04-2020 04-2023
28.09 13.64 30.48 11.55 8.42 20.94 03-2020 03-2023
12.7 10.99 14.55 9.21 1.98 11.86 02-2020 02-2023
11.98 11.35 13.78 9.58 1.5 11.67 01-2020 01-2023
12.83 14.46 16.15 11.18 1.85 13.65 12-2019 12-2022
14.49 14.99 16.23 13.28 1.06 14.75 11-2019 11-2022
16.95 15.53 18.42 14.1 1.61 16.25 10-2019 10-2022
18.15 16.67 20.65 14.25 2.32 17.43 09-2019 09-2022
18.86 18.67 20.55 17.01 1.25 18.77 08-2019 08-2022
13.42 12.28 17.05 8.79 2.95 12.88 07-2019 07-2022
8.32 9.8 11.98 6.21 2.11 9.08 06-2019 06-2022
9.39 11.37 13.9 6.96 2.55 10.4 05-2019 05-2022

Rolling return for 5 year

Average return: 10.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.12 27.63 31.74 25.09 2.41 28.39 04-2020 04-2025
29.94 21.84 32.37 19.6 5.35 25.94 03-2020 03-2025
19.8 20.81 23.11 17.56 1.99 20.32 02-2020 02-2025
20.02 22.26 23.86 18.47 2.06 21.15 01-2020 01-2025
23.01 23.1 24.2 21.93 0.8 23.06 12-2019 12-2024
21.33 21.81 22.59 20.55 0.74 21.57 11-2019 11-2024
23.5 24.19 26.05 21.68 1.56 23.86 10-2019 10-2024
25.68 24.65 27.18 23.17 1.46 25.17 09-2019 09-2024
24.12 25.17 26.36 22.96 1.26 24.65 08-2019 08-2024
23.51 21.64 24.72 20.46 1.64 22.58 07-2019 07-2024
18.99 20.33 21.76 17.59 1.55 19.67 06-2019 06-2024
19.29 19.04 20.65 17.69 1.05 19.17 05-2019 05-2024
17.26 17.46 18.35 16.38 0.7 17.36 04-2019 04-2024
17.15 16.79 18.69 15.27 1.22 16.97 03-2019 03-2024
17.57 17.97 19.05 16.51 0.91 17.77 02-2019 02-2024
16.46 15.58 17.45 14.61 1.05 16.02 01-2019 01-2024
14.92 14.45 16.1 13.29 1.01 14.69 12-2018 12-2023
12.37 13.84 14.64 11.58 1.2 13.11 11-2018 11-2023
13.42 12.57 14.63 11.39 1.18 13 10-2018 10-2023
11.52 8.56 12.27 7.84 1.88 10.05 09-2018 09-2023
7.58 7.57 8.48 6.68 0.64 7.58 08-2018 08-2023
8.04 7.86 8.87 7.04 0.65 7.95 07-2018 07-2023
6.52 6.5 7.86 5.18 0.95 6.51 06-2018 06-2023
4.63 4.41 5.86 3.2 0.94 4.52 05-2018 05-2023
2.76 2.83 3.78 1.82 0.69 2.8 04-2018 04-2023
2.57 2.64 3.71 1.51 0.78 2.61 03-2018 03-2023
2.49 2.21 3.5 1.22 0.81 2.35 02-2018 02-2023
1.65 1.57 2.62 0.6 0.71 1.61 01-2018 01-2023
2.95 2.9 4.76 1.13 1.28 2.93 12-2017 12-2022
4.55 4.52 5.5 3.58 0.68 4.54 11-2017 11-2022
6.21 5.48 7.01 4.69 0.86 5.85 10-2017 10-2022
6.74 6.82 8.09 5.48 0.92 6.78 09-2017 09-2022
7.17 6.92 8.08 6.01 0.74 7.04 08-2017 08-2022
4.7 5.97 6.7 3.98 1.06 5.34 07-2017 07-2022
3.92 5.47 6.01 3.39 1.08 4.7 06-2017 06-2022
4.73 5.93 7.3 3.39 1.45 5.34 05-2017 05-2022
7.6 7.62 8.5 6.72 0.63 7.61 04-2017 04-2022
6.74 7.77 8.87 5.67 1.19 7.26 03-2017 03-2022
8.52 9.9 10.77 7.66 1.2 9.21 02-2017 02-2022
12.18 12.29 14.22 10.29 1.39 12.24 01-2017 01-2022
13.1 13.39 14.73 11.77 1.05 13.25 12-2016 12-2021
13.93 11.92 15.98 9.94 2.25 12.94 11-2016 11-2021
10.35 11.92 12.67 9.62 1.21 11.14 10-2016 10-2021
8.32 9.97 10.99 7.32 1.42 9.15 09-2016 09-2021
7.21 7.86 8.49 6.59 0.71 7.54 08-2016 08-2021
8.09 7.97 8.99 7.09 0.67 8.04 07-2016 07-2021
8.34 8.46 9.39 7.41 0.7 8.4 06-2016 06-2021
7.31 8.19 9.17 6.35 1.04 7.76 05-2016 05-2021
8.01 7.68 9.27 6.44 1.01 7.85 04-2016 04-2021
9.71 10.55 12.02 8.27 1.36 10.14 03-2016 03-2021
11.62 10.37 12.92 9.1 1.42 11 02-2016 02-2021
8.51 7.2 10.04 5.71 1.6 7.87 01-2016 01-2021
5.22 5.68 7 3.93 1.1 5.46 12-2015 12-2020
2.66 4.08 5.11 1.65 1.32 3.38 11-2015 11-2020
2.91 2.32 3.7 1.53 0.8 2.62 10-2015 10-2020
3.18 4.05 5.13 2.12 1.11 3.62 09-2015 09-2020
2.14 2.08 4.96 -0.67 1.99 2.13 08-2015 08-2020
-0.07 -0.12 0.71 -0.89 0.57 -0.09 07-2015 07-2020
0.12 0.2 1.61 -1.27 1.02 0.17 06-2015 06-2020
-2.52 -1.95 -0.76 -3.69 1.06 -2.23 05-2015 05-2020

Rolling return for 7 year

Average return: 10.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.71 10.57 11.29 9 0.86 10.14 04-2018 04-2025
10.42 11.06 11.89 9.6 0.84 10.74 03-2018 03-2025
10.01 11.18 12.17 9.03 1.18 10.6 02-2018 02-2025
9.8 11.48 12.3 9 1.31 10.64 01-2018 01-2025
12.41 11.74 13.18 10.98 0.81 12.08 12-2017 12-2024
11.84 11.92 12.67 11.09 0.56 11.88 11-2017 11-2024
13.51 14 15.17 12.34 1.02 13.75 10-2017 10-2024
14.84 14.84 15.82 13.87 0.69 14.84 09-2017 09-2024
13.85 14.43 15.32 12.98 0.85 14.15 08-2017 08-2024
13.85 14.08 14.65 13.29 0.49 13.97 07-2017 07-2024
12.46 13.9 14.32 12.05 0.95 13.18 06-2017 06-2024
12.81 12.69 13.73 11.78 0.69 12.75 05-2017 05-2024
12.58 12.67 13.33 11.92 0.5 12.62 04-2017 04-2024
12.25 12.49 13.31 11.44 0.67 12.37 03-2017 03-2024
12.53 12.9 13.54 11.9 0.59 12.72 02-2017 02-2024
13.63 12.93 14.31 12.25 0.77 13.28 01-2017 01-2024
13.76 13.63 14.59 12.81 0.63 13.7 12-2016 12-2023
12.23 10.98 13.84 9.4 1.63 11.61 11-2016 11-2023
9.51 9.82 10.34 8.99 0.49 9.66 10-2016 10-2023
9.95 9.75 10.48 9.23 0.45 9.85 09-2016 09-2023
9.18 9.37 9.83 8.73 0.39 9.28 08-2016 08-2023
9.4 9.26 10 8.67 0.47 9.33 07-2016 07-2023
9.16 9.46 10.14 8.49 0.59 9.31 06-2016 06-2023
8.75 8.95 9.66 8.05 0.57 8.85 05-2016 05-2023
8.56 8.19 9.33 7.43 0.68 8.38 04-2016 04-2023
8.88 8.72 9.75 7.86 0.67 8.8 03-2016 03-2023
9.96 8.94 10.73 8.18 0.97 9.45 02-2016 02-2023
9.01 7.73 9.76 6.99 1.08 8.37 01-2016 01-2023
8.18 8.57 9.54 7.23 0.83 8.38 12-2015 12-2022
9.15 9.09 9.86 8.39 0.52 9.12 11-2015 11-2022
9.57 9.1 10.15 8.52 0.6 9.34 10-2015 10-2022
10.39 10.56 11.38 9.57 0.64 10.48 09-2015 09-2022
10.36 8.85 11.03 8.19 1.14 9.61 08-2015 08-2022
7.19 8.01 8.64 6.56 0.79 7.6 07-2015 07-2022
7.3 7.76 8.84 6.23 0.94 7.53 06-2015 06-2022
7.33 8.27 9.21 6.41 1.04 7.8 05-2015 05-2022
9.19 8.5 9.85 7.85 0.75 8.85 04-2015 04-2022
7.49 8.4 9.01 6.88 0.82 7.95 03-2015 03-2022
8.15 8.95 9.75 7.36 0.89 8.55 02-2015 02-2022
9.4 9.62 10.81 8.21 0.92 9.51 01-2015 01-2022
9.7 9.36 10.83 8.24 0.92 9.53 12-2014 12-2021
9.38 10.24 10.78 8.85 0.75 9.81 11-2014 11-2021
10.64 11.01 12.29 9.37 1.04 10.83 10-2014 10-2021
8.43 9.56 10.34 7.67 1.03 9 09-2014 09-2021
8.28 8.52 9.2 7.61 0.57 8.4 08-2014 08-2021
8.5 8.02 9.14 7.39 0.64 8.26 07-2014 07-2021
8.55 7.9 9.31 7.16 0.79 8.23 06-2014 06-2021
9.96 8.47 11.32 7.15 1.57 9.22 05-2014 05-2021
9.6 9.97 10.51 9.06 0.53 9.79 04-2014 04-2021
11.41 11.45 13.09 9.8 1.16 11.44 03-2014 03-2021
12.68 13.07 13.61 12.14 0.54 12.88 02-2014 02-2021
11.75 11.23 12.87 10.12 0.99 11.49 01-2014 01-2021
9.54 10.15 10.85 8.84 0.74 9.84 12-2013 12-2020
7.81 8.82 9.65 7 1 8.32 11-2013 11-2020
8.34 7.67 8.94 7.08 0.7 8.01 10-2013 10-2020
9.11 8.67 10.57 7.23 1.19 8.89 09-2013 09-2020
8.53 8.83 10.66 6.73 1.39 8.69 08-2013 08-2020
6.93 6.59 7.52 6 0.55 6.76 07-2013 07-2020
6.21 5.97 7.34 4.86 0.88 6.09 06-2013 06-2020
3 3.53 4.32 2.22 0.77 3.27 05-2013 05-2020
3.2 3.98 5.56 1.65 1.41 3.6 04-2013 04-2020
3.04 7.77 9.33 1.57 3.21 5.43 03-2013 03-2020
8.25 8.31 9.73 6.86 1.01 8.29 02-2013 02-2020
7.72 7.8 8.72 6.8 0.68 7.76 01-2013 01-2020
7.6 7.85 8.28 7.17 0.4 7.72 12-2012 12-2019
9.18 8.41 9.68 7.92 0.68 8.8 11-2012 11-2019
8.73 9.12 9.89 7.97 0.69 8.93 10-2012 10-2019
10.04 9.46 11.64 7.9 1.34 9.76 09-2012 09-2019
9.82 9.63 10.56 8.9 0.59 9.73 08-2012 08-2019
9.99 10.79 11.97 8.83 1.15 10.39 07-2012 07-2019
11.94 11.77 12.89 10.83 0.73 11.86 06-2012 06-2019
11.45 11.02 12.53 9.96 0.92 11.24 05-2012 05-2019
11.12 11.02 11.72 10.42 0.46 11.07 04-2012 04-2019
10.08 10.38 11.36 9.12 0.8 10.23 03-2012 03-2019
9.61 8.52 10.32 7.82 0.96 9.07 02-2012 02-2019
12.31 11.23 13.61 9.96 1.35 11.78 01-2012 01-2019
12.93 11.9 14.08 10.76 1.23 12.42 12-2011 12-2018
11.78 10.12 12.34 9.56 1.14 10.95 11-2011 11-2018
10.17 10 11.6 8.59 1.07 10.09 10-2011 10-2018
11.37 13.05 14.07 10.37 1.44 12.21 09-2011 09-2018
13.98 12.39 14.67 11.72 1.18 13.19 08-2011 08-2018
11.3 11.51 12.05 10.77 0.46 11.41 07-2011 07-2018
12.34 12.27 13.37 11.26 0.75 12.31 06-2011 06-2018
12.44 12.73 13.55 11.63 0.69 12.59 05-2011 05-2018

Rolling return for 10 year

Average return: 9.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.28 11.43 12.4 10.32 0.74 11.36 04-2015 04-2025
11.32 11.91 12.35 10.88 0.56 11.62 03-2015 03-2025
11.35 12.31 12.88 10.79 0.81 11.83 02-2015 02-2025
12.1 13.02 13.88 11.25 0.99 12.56 01-2015 01-2025
13.71 13.19 14.26 12.65 0.6 13.45 12-2014 12-2024
12.52 12.72 13.1 12.14 0.35 12.62 11-2014 11-2024
13.77 14.02 14.94 12.86 0.74 13.9 10-2014 10-2024
14.07 14.19 14.75 13.51 0.44 14.13 09-2014 09-2024
13.65 14.18 14.67 13.16 0.57 13.91 08-2014 08-2024
13.78 13.51 14.34 12.96 0.5 13.65 07-2014 07-2024
13.02 13.3 14.33 12 0.83 13.16 06-2014 06-2024
14.93 13.5 15.58 12.86 1.09 14.22 05-2014 05-2024
14.5 14.64 15.03 14.11 0.33 14.57 04-2014 04-2024
14.71 14.29 15.46 13.54 0.69 14.5 03-2014 03-2024
14.86 15.19 15.58 14.48 0.41 15.03 02-2014 02-2024
14.47 13.78 14.96 13.3 0.64 14.13 01-2014 01-2024
13.4 13.47 13.98 12.89 0.39 13.44 12-2013 12-2023
12.44 12.97 13.57 11.85 0.64 12.71 11-2013 11-2023
12.79 12.46 13.38 11.87 0.55 12.62 10-2013 10-2023
13.91 12.91 14.29 12.54 0.71 13.41 09-2013 09-2023
13.46 12.61 13.93 12.14 0.7 13.04 08-2013 08-2023
12.26 12 12.69 11.57 0.41 12.13 07-2013 07-2023
11.66 11.35 12.36 10.66 0.61 11.51 06-2013 06-2023
9.97 10.02 10.61 9.38 0.44 10 05-2013 05-2023
10.36 9.74 10.9 9.2 0.64 10.05 04-2013 04-2023
9.99 9.5 10.6 8.89 0.63 9.75 03-2013 03-2023
9.57 9.11 10.11 8.58 0.56 9.34 02-2013 02-2023
8.98 8.85 9.5 8.33 0.42 8.91 01-2013 01-2023
9.14 9.79 10.1 8.84 0.5 9.47 12-2012 12-2022
10.75 10.34 11.25 9.85 0.52 10.55 11-2012 11-2022
11.14 11 11.55 10.59 0.34 11.07 10-2012 10-2022
12.41 11.57 13.12 10.88 0.85 11.99 09-2012 09-2022
12.45 12.27 12.93 11.8 0.4 12.36 08-2012 08-2022
11 11.24 12.06 10.19 0.67 11.12 07-2012 07-2022
10.84 11.18 11.95 10.07 0.68 11.01 06-2012 06-2022
10.83 11.13 12.18 9.79 0.85 10.98 05-2012 05-2022
11.3 11.28 11.77 10.81 0.34 11.29 04-2012 04-2022
10.31 10.72 11.4 9.63 0.64 10.52 03-2012 03-2022
10.89 10.76 12.04 9.62 0.86 10.83 02-2012 02-2022
13.38 12.72 14.4 11.71 0.98 13.05 01-2012 01-2022
13.42 12.7 14.23 11.89 0.87 13.06 12-2011 12-2021
12.83 12.26 13.84 11.26 0.93 12.55 11-2011 11-2021
12.34 12.38 13.52 11.21 0.82 12.36 10-2011 10-2021
10.9 11.55 12.26 10.2 0.76 11.23 09-2011 09-2021
10.68 9.78 11.34 9.13 0.84 10.23 08-2011 08-2021
9.38 9.46 9.83 9.01 0.29 9.42 07-2011 07-2021
9.61 9.4 10.14 8.87 0.46 9.5 06-2011 06-2021
8.47 8.85 9.41 7.92 0.54 8.66 05-2011 05-2021
7.83 8.06 8.45 7.44 0.37 7.95 04-2011 04-2021
9.18 9.33 10.32 8.2 0.75 9.26 03-2011 03-2021
9.93 9.57 10.57 8.95 0.59 9.75 02-2011 02-2021
8.33 7.47 9.09 6.72 0.89 7.9 01-2011 01-2021
6.52 6.35 7.42 5.46 0.7 6.44 12-2010 12-2020
4.71 4.3 5.96 3.07 1.03 4.51 11-2010 11-2020
3.54 3.57 3.94 3.17 0.27 3.55 10-2010 10-2020
3.9 4.12 4.88 3.16 0.61 4.01 09-2010 09-2020
3.75 4.52 5.18 3.11 0.78 4.14 08-2010 08-2020
4.19 3.95 4.6 3.55 0.38 4.07 07-2010 07-2020
4.54 4.28 5.31 3.51 0.64 4.41 06-2010 06-2020
3.55 3.28 4.48 2.37 0.75 3.42 05-2010 05-2020
1.78 3.03 3.41 1.41 0.83 2.41 04-2010 04-2020
1.94 5.91 6.26 1.61 2.16 3.93 03-2010 03-2020
6.78 7.11 7.8 6.11 0.61 6.95 02-2010 02-2020
6.83 6.43 7.53 5.75 0.65 6.63 01-2010 01-2020
6.6 6.57 7.07 6.1 0.34 6.58 12-2009 12-2019
7.97 7.09 8.32 6.75 0.64 7.53 11-2009 11-2019
6.93 6.32 7.73 5.53 0.81 6.63 10-2009 10-2019
5.99 6.22 7.06 5.15 0.68 6.1 09-2009 09-2019
7.07 6.15 7.58 5.65 0.76 6.61 08-2009 08-2019
9.15 7.8 10.53 6.46 1.52 8.48 07-2009 07-2019
8.84 7.7 9.49 7.07 0.95 8.28 06-2009 06-2019
11.56 8.54 12.31 7.81 1.92 10.05 05-2009 05-2019
14.51 12.57 14.95 12.15 1.2 13.54 04-2009 04-2019
15.67 14.63 16.6 13.71 1.09 15.15 03-2009 03-2019
14.82 14.23 15.34 13.71 0.61 14.53 02-2009 02-2019
15.02 13.22 15.95 12.32 1.43 14.13 01-2009 01-2019
15.33 13.69 16.15 12.88 1.29 14.51 12-2008 12-2018
15.09 12.92 15.5 12.53 1.3 14.01 11-2008 11-2018
14.13 9.38 15.17 8.39 2.93 11.77 10-2008 10-2018
9.67 9.14 11.53 7.33 1.5 9.42 09-2008 09-2018
9.26 8.8 9.72 8.34 0.51 9.03 08-2008 08-2018
9.92 9.04 10.43 8.53 0.74 9.48 07-2008 07-2018
9.5 7.71 10.2 7.03 1.29 8.61 06-2008 06-2018
7.1 6.71 7.84 5.98 0.67 6.91 05-2008 05-2018
7.63 6.96 8.12 6.47 0.63 7.29 04-2008 04-2018
7.83 6.54 8.39 5.98 0.97 7.19 03-2008 03-2018
6.62 5.93 7.29 5.27 0.75 6.28 02-2008 02-2018
7.36 4.57 7.91 4.04 1.69 5.97 01-2008 01-2018
4.8 4.61 5.74 3.67 0.73 4.71 12-2007 12-2017
5.57 5.21 6.07 4.72 0.49 5.39 11-2007 11-2017
5.13 4.73 5.89 3.98 0.69 4.93 10-2007 10-2017
5.71 5.25 6.34 4.63 0.63 5.48 09-2007 09-2017
6.57 6.13 7.15 5.56 0.58 6.35 08-2007 08-2017
5.52 5.34 5.89 4.98 0.33 5.43 07-2007 07-2017
6.18 5.67 6.46 5.4 0.42 5.93 06-2007 06-2017
5.93 5.81 6.62 5.13 0.53 5.87 05-2007 05-2017
6.92 5.94 7.36 5.51 0.74 6.43 04-2007 04-2017
6.46 6.19 7 5.65 0.49 6.33 03-2007 03-2017
5.39 4.19 5.81 3.78 0.83 4.79 02-2007 02-2017
3.56 3.84 4.44 2.95 0.54 3.7 01-2007 01-2017
3.81 3.4 4.42 2.8 0.59 3.61 12-2006 12-2016
3.58 4.81 5.45 2.96 0.98 4.2 11-2006 11-2016
5.66 5.47 6.01 5.12 0.32 5.56 10-2006 10-2016
6.21 5.88 6.7 5.39 0.48 6.04 09-2006 09-2016
7.56 6.48 7.87 6.17 0.71 7.02 08-2006 08-2016
7.84 6.97 8.35 6.47 0.73 7.41 07-2006 07-2016
8.76 6.33 9.22 5.88 1.46 7.55 06-2006 06-2016
6.01 4.51 6.49 4.04 1.02 5.26 05-2006 05-2016
5.46 5.02 6.23 4.26 0.71 5.24 04-2006 04-2016
6.09 5.42 6.8 4.73 0.77 5.76 03-2006 03-2016
6.41 7.06 7.63 5.84 0.67 6.73 02-2006 02-2016
7.66 8.44 9.08 7.03 0.78 8.05 01-2006 01-2016
8.72 8.91 9.4 8.24 0.42 8.82 12-2005 12-2015
10.13 9.14 10.67 8.61 0.81 9.64 11-2005 11-2015
10.29 9.18 11.03 8.45 0.99 9.74 10-2005 10-2015
8.73 8.44 9.3 7.87 0.52 8.59 09-2005 09-2015
9.38 10.21 10.91 8.68 0.84 9.8 08-2005 08-2015
11.83 10.9 12.29 10.44 0.73 11.37 07-2005 07-2015
11.67 12.08 12.45 11.29 0.43 11.87 06-2005 06-2015
12.8 12.37 13.48 11.7 0.65 12.59 05-2005 05-2015

Rolling return for 12 year

Average return: 9.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.3 13.25 14.25 12.3 0.69 13.28 04-2013 04-2025
13.49 13.42 14.37 12.55 0.64 13.46 03-2013 03-2025
12.92 13.35 14.21 12.07 0.77 13.14 02-2013 02-2025
12.68 13.6 14.17 12.12 0.79 13.14 01-2013 01-2025
13.77 13.96 14.23 13.51 0.26 13.87 12-2012 12-2024
14.09 13.8 14.58 13.31 0.46 13.95 11-2012 11-2024
14.66 15.16 15.64 14.19 0.54 14.91 10-2012 10-2024
16.31 15.55 16.88 14.98 0.72 15.93 09-2012 09-2024
15.56 15.86 16.43 15 0.52 15.71 08-2012 08-2024
15.43 15.19 15.9 14.72 0.43 15.31 07-2012 07-2024
14.83 15.26 15.93 14.16 0.64 15.04 06-2012 06-2024
14.65 14.3 15.2 13.76 0.52 14.48 05-2012 05-2024
13.64 13.66 14.08 13.22 0.3 13.65 04-2012 04-2024
12.97 13.01 13.59 12.39 0.42 12.99 03-2012 03-2024
12.86 12.36 13.44 11.78 0.61 12.61 02-2012 02-2024
14.02 13.02 14.43 12.63 0.73 13.53 01-2012 01-2024
13.75 12.95 14.24 12.47 0.69 13.35 12-2011 12-2023
12.03 11.65 12.96 10.73 0.8 11.84 11-2011 11-2023
11.51 11.06 12 10.58 0.53 11.29 10-2011 10-2023
11.43 11.16 11.74 10.85 0.33 11.29 09-2011 09-2023
11.27 10.35 11.65 9.97 0.68 10.81 08-2011 08-2023
9.93 9.98 10.28 9.63 0.23 9.96 07-2011 07-2023
9.88 9.83 10.45 9.26 0.42 9.86 06-2011 06-2023
9.12 9.19 9.65 8.66 0.35 9.15 05-2011 05-2023
8.18 8.3 8.62 7.85 0.28 8.24 04-2011 04-2023
8.79 8.48 9.29 7.98 0.48 8.63 03-2011 03-2023
9.25 8.87 9.7 8.43 0.47 9.06 02-2011 02-2023
8.65 7.73 9.08 7.3 0.71 8.19 01-2011 01-2023
8.04 7.92 8.83 7.14 0.6 7.98 12-2010 12-2022
8.17 7.16 8.58 6.76 0.74 7.67 11-2010 11-2022
7.29 7.3 7.63 6.97 0.23 7.3 10-2010 10-2022
7.95 7.87 8.52 7.3 0.43 7.91 09-2010 09-2022
8.26 8.08 8.65 7.7 0.34 8.17 08-2010 08-2022
7.79 8.08 8.64 7.24 0.51 7.94 07-2010 07-2022
8.07 8.08 8.97 7.18 0.63 8.07 06-2010 06-2022
8.44 8.49 9.54 7.4 0.76 8.47 05-2010 05-2022
8.7 8.75 9.08 8.37 0.25 8.72 04-2010 04-2022
8.11 8.7 9 7.81 0.47 8.4 03-2010 03-2022
8.99 9.34 9.92 8.41 0.55 9.16 02-2010 02-2022
9.23 9.12 10.05 8.3 0.62 9.18 01-2010 01-2022
9.03 9.26 9.69 8.61 0.39 9.15 12-2009 12-2021
10.35 10.12 11.17 9.31 0.66 10.24 11-2009 11-2021
9.99 9.74 10.95 8.79 0.77 9.87 10-2009 10-2021
8.46 8.85 9.57 7.75 0.66 8.66 09-2009 09-2021
9.06 8.39 9.6 7.85 0.66 8.73 08-2009 08-2021
10.63 8.72 11.01 8.34 1.16 9.68 07-2009 07-2021
9.31 8.26 9.75 7.82 0.78 8.79 06-2009 06-2021
10.97 8.63 11.77 7.86 1.61 9.81 05-2009 05-2021
12.74 11.33 13.28 10.79 1.01 12.04 04-2009 04-2021
14.56 13.93 15.56 12.94 0.95 14.25 03-2009 03-2021
14.66 14.28 15.21 13.73 0.54 14.47 02-2009 02-2021
14.14 12.56 14.81 11.9 1.17 13.35 01-2009 01-2021
13.33 12.1 14.12 11.32 1.08 12.72 12-2008 12-2020
11.84 10.85 12.95 9.76 1.18 11.35 11-2008 11-2020
11.53 7.18 11.88 6.83 2.36 9.36 10-2008 10-2020
6.68 5.59 7.52 4.77 1.05 6.14 09-2008 09-2020
4.79 5.24 5.98 4.05 0.7 5.02 08-2008 08-2020
5.52 4.75 5.86 4.42 0.58 5.14 07-2008 07-2020
4.63 3.29 5.27 2.66 1.04 3.96 06-2008 06-2020
1.42 1.28 2.18 0.53 0.59 1.35 05-2008 05-2020
0.89 1.31 2.23 -0.02 0.81 1.1 04-2008 04-2020
1.15 3.22 4.71 -0.29 1.91 2.2 03-2008 03-2020
3.44 3.15 4.26 2.34 0.69 3.3 02-2008 02-2020
3.84 1.7 4.4 1.16 1.37 2.78 01-2008 01-2020
2.12 1.58 2.5 1.21 0.49 1.85 12-2007 12-2019
3.04 2.62 3.31 2.34 0.37 2.83 11-2007 11-2019
2.8 2.5 3.44 1.87 0.57 2.65 10-2007 10-2019
3.23 3.21 4.1 2.35 0.62 3.22 09-2007 09-2019
3.94 3.53 4.35 3.12 0.46 3.73 08-2007 08-2019
3.3 3.93 4.38 2.85 0.58 3.62 07-2007 07-2019
4.71 4.58 5.23 4.06 0.42 4.64 06-2007 06-2019
4.59 4.51 5.18 3.93 0.44 4.55 05-2007 05-2019
6.03 5.19 6.37 4.86 0.61 5.61 04-2007 04-2019
5.51 5.55 6.23 4.84 0.49 5.53 03-2007 03-2019
4.62 3.68 5.02 3.29 0.7 4.15 02-2007 02-2019
4.1 4.29 4.8 3.59 0.43 4.2 01-2007 01-2019
4.96 4.73 5.59 4.11 0.53 4.85 12-2006 12-2018
4.92 4.7 5.23 4.39 0.31 4.81 11-2006 11-2018
4.75 5.09 5.54 4.3 0.45 4.92 10-2006 10-2018
6.2 7 7.69 5.51 0.82 6.6 09-2006 09-2018
8.49 7.7 8.87 7.32 0.62 8.1 08-2006 08-2018
8.66 7.93 9.09 7.51 0.62 8.3 07-2006 07-2018
9.94 8.08 10.52 7.51 1.25 9.01 06-2006 06-2018
8.19 7.12 8.81 6.51 0.9 7.66 05-2006 05-2018
8.42 7.8 8.83 7.39 0.55 8.11 04-2006 04-2018
9.24 8.54 9.71 8.07 0.63 8.89 03-2006 03-2018
10.18 10.26 10.75 9.68 0.38 10.22 02-2006 02-2018
11.07 11.01 11.55 10.53 0.36 11.04 01-2006 01-2018
10.9 11.31 11.73 10.49 0.46 11.11 12-2005 12-2017
11.96 11.1 12.39 10.67 0.68 11.53 11-2005 11-2017
11.61 10.71 12.28 10.05 0.85 11.16 10-2005 10-2017
10.54 10.36 11.09 9.81 0.46 10.45 09-2005 09-2017
10.89 10.8 11.39 10.3 0.39 10.85 08-2005 08-2017
12.13 11.29 12.45 10.97 0.6 11.71 07-2005 07-2017
12.42 12.35 12.66 12.11 0.2 12.38 06-2005 06-2017
13.02 12.7 13.63 12.1 0.55 12.86 05-2005 05-2017
13.17 13.11 13.56 12.73 0.29 13.14 04-2005 04-2017

Rolling return for 15 year

Average return: 8.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.18 10.65 10.92 9.91 0.39 10.41 04-2010 04-2025
10.53 10.98 11.22 10.29 0.37 10.75 03-2010 03-2025
10.96 11.5 11.97 10.49 0.56 11.23 02-2010 02-2025
11.06 11.47 12.23 10.3 0.7 11.27 01-2010 01-2025
11.81 11.82 12.17 11.46 0.25 11.82 12-2009 12-2024
12.25 11.79 12.64 11.4 0.47 12.02 11-2009 11-2024
12.19 11.97 12.96 11.21 0.62 12.08 10-2009 10-2024
12.18 12.04 12.63 11.59 0.37 12.11 09-2009 09-2024
12.48 12.15 13.15 11.48 0.6 12.31 08-2009 08-2024
13.74 12.23 14.11 11.86 0.96 12.98 07-2009 07-2024
12.13 11.76 12.99 10.9 0.75 11.95 06-2009 06-2024
14.08 11.93 14.51 11.51 1.3 13.01 05-2009 05-2024
15.42 14.18 15.78 13.83 0.82 14.8 04-2009 04-2024
16.16 15.35 16.67 14.84 0.71 15.75 03-2009 03-2024
15.73 15.46 16.21 14.98 0.45 15.6 02-2009 02-2024
15.5 14 15.82 13.68 0.92 14.75 01-2009 01-2024
15.19 13.94 15.58 13.55 0.84 14.56 12-2008 12-2023
14.18 13.23 14.94 12.47 0.94 13.71 11-2008 11-2023
13.9 10.43 14.3 10.05 1.94 12.17 10-2008 10-2023
10.29 8.95 10.53 8.71 0.8 9.62 09-2008 09-2023
8.7 8.39 9 8.09 0.34 8.54 08-2008 08-2023
9.29 8.65 9.57 8.37 0.48 8.97 07-2008 07-2023
8.5 7.31 8.95 6.86 0.85 7.9 06-2008 06-2023
6.27 5.94 6.68 5.53 0.42 6.11 05-2008 05-2023
5.98 5.57 6.33 5.22 0.42 5.78 04-2008 04-2023
6.05 5.22 6.44 4.83 0.64 5.64 03-2008 03-2023
5.23 4.68 5.57 4.34 0.48 4.96 02-2008 02-2023
5.42 3.56 5.75 3.23 1.11 4.49 01-2008 01-2023
4.18 4.03 4.78 3.43 0.48 4.11 12-2007 12-2022
5.23 4.98 5.55 4.67 0.32 5.11 11-2007 11-2022
5.49 4.98 5.75 4.72 0.41 5.24 10-2007 10-2022
6.05 5.77 6.5 5.33 0.43 5.91 09-2007 09-2022
6.77 6.39 7.07 6.09 0.37 6.58 08-2007 08-2022
5.25 5.55 5.91 4.88 0.38 5.4 07-2007 07-2022
5.42 5.6 6.13 4.9 0.44 5.51 06-2007 06-2022
5.53 5.85 6.39 5 0.5 5.69 05-2007 05-2022
7.15 6.5 7.45 6.2 0.5 6.83 04-2007 04-2022
6.56 6.71 7.26 6.01 0.45 6.63 03-2007 03-2022
6.42 6.06 7.15 5.34 0.65 6.24 02-2007 02-2022
6.36 6.58 7 5.94 0.38 6.47 01-2007 01-2022
6.82 6.63 7.33 6.12 0.43 6.72 12-2006 12-2021
6.93 7.13 7.56 6.49 0.38 7.03 11-2006 11-2021
7.2 7.58 7.95 6.83 0.42 7.39 10-2006 10-2021
6.91 7.23 7.78 6.36 0.51 7.07 09-2006 09-2021
7.44 6.94 7.87 6.52 0.51 7.19 08-2006 08-2021
7.92 7.3 8.22 7.01 0.48 7.61 07-2006 07-2021
8.62 7.03 8.97 6.69 0.98 7.83 06-2006 06-2021
6.44 5.72 7.05 5.12 0.73 6.08 05-2006 05-2021
6.3 5.9 6.71 5.49 0.45 6.1 04-2006 04-2021
7.29 7.1 8.03 6.36 0.59 7.2 03-2006 03-2021
8.12 8.15 8.54 7.74 0.28 8.14 02-2006 02-2021
7.94 8.02 8.45 7.52 0.33 7.98 01-2006 01-2021
7.55 7.82 8.15 7.22 0.34 7.69 12-2005 12-2020
7.58 7.43 8.43 6.59 0.65 7.51 11-2005 11-2020
7.77 6.84 8.05 6.57 0.62 7.31 10-2005 10-2020
6.85 6.95 7.52 6.29 0.44 6.9 09-2005 09-2020
6.91 7.43 7.89 6.46 0.54 7.17 08-2005 08-2020
7.71 7.1 7.99 6.82 0.47 7.4 07-2005 07-2020
7.68 7.97 8.21 7.44 0.29 7.83 06-2005 06-2020
7.44 7.38 8.09 6.74 0.48 7.41 05-2005 05-2020
7.08 7.88 8.21 6.74 0.59 7.48 04-2005 04-2020