NIFTY INDIA SELECT 5 CORPORATE GROUPS (MAATR)

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 4.06
Weighted mean CAGR by duration 17.33
Mean CAGR 19.87
Standard deviation CAGR 4.89
Range for CAGR 13.11

Summary

Duration Min Max Median Average XIRR (%)
1 year -15.90 59.99 34.85 25.11
3 year -1.07 53.55 28.37 28.09
5 year -0.20 39.32 22.99 22.42
7 year 3.92 24.54 17.02 16.78
10 year 3.66 24.15 15.32 14.98
12 year 5.00 23.31 15.75 15.37
15 year 11.60 23.32 16.12 16.34

Rolling return for 1 year

Average return: 25.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
-12.83 -5.77 -2.88 -15.42 5.09 -9.23 04-2024 04-2025
-7.33 -3.02 2.54 -12.35 5.48 -5.04 03-2024 03-2025
-5.99 0.6 6.22 -10.96 6.51 -2.53 02-2024 02-2025
3.96 8.88 13.54 -0.3 5.19 6.52 01-2024 01-2025
22.19 16.57 31.3 8.48 8.31 19.64 12-2023 12-2024
-8.62 32.94 44.46 -15.9 25.93 13.22 11-2023 11-2024
41.41 47.26 56.59 32.99 8.6 44.56 10-2023 10-2024
42.29 44.58 50.48 36.71 4.94 43.52 09-2023 09-2024
42.06 46.73 51.08 37.97 4.92 44.46 08-2023 08-2024
49.98 49 55.56 43.65 4.23 49.55 07-2023 07-2024
41.86 53.11 57.96 37.51 8.25 47.61 06-2023 06-2024
47.13 50.52 59.99 38.42 7.72 49.02 05-2023 05-2024

Rolling return for 3 year

Average return: 28.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.59 7.63 9.46 3.83 2.12 6.63 04-2022 04-2025
10.61 10.29 14.4 6.63 2.75 10.48 03-2022 03-2025
11.45 12.36 16.08 7.87 2.92 11.94 02-2022 02-2025
11.49 11.83 14.81 8.6 2.2 11.68 01-2022 01-2025
15.05 15.6 17.84 12.87 1.77 15.34 12-2021 12-2024
1.32 15.25 18.03 -1.07 8.36 8.38 11-2021 11-2024
17.16 18.31 21.21 14.35 2.46 17.76 10-2021 10-2024
20.71 21.28 22.98 19.04 1.41 21 09-2021 09-2024
23.9 22.2 26.47 19.72 2.46 23.07 08-2021 08-2024
26.21 26.82 27.76 25.28 0.9 26.52 07-2021 07-2024
21.41 23.34 25.83 19 2.51 22.39 06-2021 06-2024
23.5 23.5 27 20.1 2.44 23.52 05-2021 05-2024
24.29 23.16 25.55 21.93 1.34 23.73 04-2021 04-2024
23.63 23.33 25.95 21.06 1.73 23.49 03-2021 03-2024
28.23 25.15 30.57 22.9 2.92 26.71 02-2021 02-2024
28.29 27.13 30.09 25.37 1.72 27.72 01-2021 01-2024
26.09 28.73 31.19 23.73 2.8 27.43 12-2020 12-2023
28.53 26.11 32.14 22.67 3.46 27.36 11-2020 11-2023
28.45 29.7 31.11 27.07 1.5 29.08 10-2020 10-2023
34.04 31.88 35.84 30.13 2.16 32.97 09-2020 09-2023
35.68 32.93 37 31.65 2.13 34.31 08-2020 08-2023
38.08 35.29 40.08 33.36 2.57 36.7 07-2020 07-2023
40.29 36.64 41.76 35.23 2.64 38.48 06-2020 06-2023
43.66 41.86 46.61 39 2.76 42.78 05-2020 05-2023
49.28 41.93 51.55 39.8 4.9 45.64 04-2020 04-2023
50.71 33.83 53.55 31.35 9.86 42.36 03-2020 03-2023
32.44 30.39 35.98 27 3.26 31.45 02-2020 02-2023
32.37 34.79 36.6 30.63 2.28 33.6 01-2020 01-2023
35.55 37.77 39.55 33.82 2.17 36.67 12-2019 12-2022
37.76 37.9 39.52 36.17 1.19 37.84 11-2019 11-2022
37.95 36.75 40.8 33.99 2.44 37.37 10-2019 10-2022
39.68 40.8 44.29 36.3 2.85 40.27 09-2019 09-2022
41.05 41.8 43.81 39.07 1.7 41.43 08-2019 08-2022
33.48 33.06 38.54 28.21 3.66 33.32 07-2019 07-2022
27.47 30.15 32.15 25.54 2.52 28.83 06-2019 06-2022
31.62 34.1 37.73 28.16 3.5 32.9 05-2019 05-2022

Rolling return for 5 year

Average return: 22.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.51 32.14 37.45 29.32 2.99 33.36 04-2020 04-2025
36.53 28.29 39.32 25.72 5.62 32.46 03-2020 03-2025
26.29 26.2 29.42 23.15 2.22 26.26 02-2020 02-2025
25.35 26.57 27.58 24.36 1.22 25.96 01-2020 01-2025
27.33 28.19 29.18 26.36 1.04 27.77 12-2019 12-2024
18.27 28.71 29.62 17.45 5.67 23.51 11-2019 11-2024
30.33 30.71 33.02 28.07 1.76 30.53 10-2019 10-2024
32.54 32.08 34.03 30.61 1.22 32.31 09-2019 09-2024
32.26 32.77 33.9 31.15 0.99 32.52 08-2019 08-2024
32.18 29.97 33.15 29.02 1.66 31.08 07-2019 07-2024
27.49 29.08 30.26 26.33 1.5 28.29 06-2019 06-2024
27.95 28.04 30.11 25.91 1.49 28 05-2019 05-2024
26.94 26.62 27.71 25.86 0.66 26.78 04-2019 04-2024
27.07 27.18 28.5 25.77 0.97 27.13 03-2019 03-2024
27.99 28.04 29.39 26.66 0.97 28.02 02-2019 02-2024
26.86 26.42 27.92 25.36 0.92 26.64 01-2019 01-2024
23.62 25.21 26.59 22.26 1.63 24.42 12-2018 12-2023
21.6 22.28 23.63 20.26 1.22 21.94 11-2018 11-2023
22.81 20.96 24.32 19.49 1.83 21.89 10-2018 10-2023
20.71 20.01 21.68 19.06 0.96 20.37 09-2018 09-2023
19.78 18.92 20.48 18.22 0.85 19.35 08-2018 08-2023
20.78 19.86 21.83 18.83 1.11 20.32 07-2018 07-2023
19.96 19.57 20.71 18.83 0.68 19.77 06-2018 06-2023
18.69 18.76 20.15 17.32 1 18.73 05-2018 05-2023
18.46 17.5 19.54 16.44 1.15 17.98 04-2018 04-2023
18.28 18.04 19.61 16.73 1.02 18.16 03-2018 03-2023
17.44 17.79 19.31 15.94 1.2 17.62 02-2018 02-2023
19.19 20.11 21.46 17.87 1.31 19.66 01-2018 01-2023
21.59 21.96 23.72 19.85 1.37 21.78 12-2017 12-2022
22.12 22.35 23.05 21.42 0.58 22.23 11-2017 11-2022
22.89 21.75 24.41 20.26 1.52 22.33 10-2017 10-2022
23.62 24.62 26.05 22.22 1.4 24.13 09-2017 09-2022
24.18 24.38 25.63 22.94 0.95 24.28 08-2017 08-2022
21.45 22.44 24.18 19.74 1.61 21.95 07-2017 07-2022
20.45 22.6 23.08 19.98 1.33 21.53 06-2017 06-2022
22.55 24.97 25.93 21.62 1.75 23.77 05-2017 05-2022
25.59 25.78 26.87 24.52 0.83 25.69 04-2017 04-2022
23.03 24.8 25.77 22.09 1.44 23.92 03-2017 03-2022
23.79 25.1 26.24 22.67 1.34 24.45 02-2017 02-2022
26.74 27.26 28.76 25.27 1.25 27.01 01-2017 01-2022
26.94 27.03 28.41 25.58 1 26.99 12-2016 12-2021
27.45 26.23 29.28 24.44 1.76 26.85 11-2016 11-2021
24.95 25.83 26.78 24.02 1.02 25.39 10-2016 10-2021
24.05 23.97 25.09 22.94 0.76 24.01 09-2016 09-2021
21.9 23.3 24.43 20.79 1.38 22.61 08-2016 08-2021
21.94 21.34 22.48 20.8 0.63 21.64 07-2016 07-2021
23.2 23.91 24.69 22.43 0.84 23.56 06-2016 06-2021
22.95 23.6 25.03 21.55 1.25 23.28 05-2016 05-2021
22.27 21.99 23.68 20.59 1.1 22.13 04-2016 04-2021
23.32 22.52 24.89 20.99 1.41 22.93 03-2016 03-2021
22.11 22.76 25.26 19.67 1.99 22.45 02-2016 02-2021
19.5 18.57 21.17 16.94 1.53 19.05 01-2016 01-2021
16.62 16.93 17.95 15.62 0.83 16.78 12-2015 12-2020
13.24 15.54 16.45 12.35 1.66 14.39 11-2015 11-2020
12.92 12.56 13.65 11.84 0.65 12.74 10-2015 10-2020
11.7 12.65 13.7 10.67 1.12 12.18 09-2015 09-2020
9.89 9.67 11.9 7.7 1.49 9.79 08-2015 08-2020
6.89 8.3 9.15 6.06 1.2 7.6 07-2015 07-2020
5.8 5.7 8.15 3.4 1.68 5.76 06-2015 06-2020
1.05 1.79 3.07 -0.2 1.19 1.43 05-2015 05-2020

Rolling return for 7 year

Average return: 16.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.47 17.84 19.3 16.04 1.16 17.66 04-2018 04-2025
18.12 18.71 19.84 17.01 1.02 18.42 03-2018 03-2025
17.48 18.46 19.55 16.41 1.16 17.97 02-2018 02-2025
18.13 18.68 19.62 17.19 0.88 18.41 01-2018 01-2025
19.94 19.94 21.18 18.72 0.87 19.95 12-2017 12-2024
13.35 20.52 21.01 12.89 3.83 16.94 11-2017 11-2024
21.97 21.86 23.76 20.1 1.29 21.92 10-2017 10-2024
23.3 23.28 24.29 22.3 0.7 23.29 09-2017 09-2024
23 23.2 24.08 22.12 0.7 23.1 08-2017 08-2024
23.9 23.29 24.54 22.65 0.7 23.59 07-2017 07-2024
22.43 23.98 24.32 22.09 0.96 23.2 06-2017 06-2024
22.57 23.37 24.05 21.9 0.81 22.97 05-2017 05-2024
22.84 22.61 23.37 22.09 0.46 22.73 04-2017 04-2024
22.4 22.7 23.38 21.73 0.59 22.55 03-2017 03-2024
23.09 23.25 24.05 22.29 0.62 23.17 02-2017 02-2024
23.41 23.11 24.15 22.38 0.63 23.26 01-2017 01-2024
22.37 23.51 24.46 21.43 1.14 22.94 12-2016 12-2023
21.13 20.51 22.58 19.09 1.25 20.83 11-2016 11-2023
19.42 19.83 20.47 18.78 0.61 19.62 10-2016 10-2023
20.23 20.14 20.92 19.46 0.52 20.19 09-2016 09-2023
20.1 19.81 20.6 19.31 0.47 19.95 08-2016 08-2023
20.15 20.09 20.89 19.35 0.54 20.12 07-2016 07-2023
19.98 19.98 20.52 19.45 0.38 19.98 06-2016 06-2023
20.07 20.13 21.12 19.09 0.72 20.1 05-2016 05-2023
19.38 18.98 20.15 18.21 0.7 19.18 04-2016 04-2023
20.1 19.43 21.07 18.47 0.95 19.77 03-2016 03-2023
21.42 21.05 22.8 19.69 1.11 21.24 02-2016 02-2023
21.94 21.7 23.59 20.07 1.25 21.82 01-2016 01-2023
21.6 22.37 23.12 20.85 0.85 21.98 12-2015 12-2022
22.25 22.23 22.92 21.57 0.48 22.24 11-2015 11-2022
21.2 21.43 22.26 20.37 0.67 21.32 10-2015 10-2022
21.77 22.67 23.48 20.97 0.94 22.22 09-2015 09-2022
21.65 20.91 22.66 19.91 1.01 21.28 08-2015 08-2022
18.33 19.56 20.23 17.68 1 18.95 07-2015 07-2022
18.04 17.92 19.87 16.12 1.33 17.99 06-2015 06-2022
17.31 18.55 19.61 16.26 1.26 17.93 05-2015 05-2022
19.16 18.87 20.02 18.01 0.72 19.02 04-2015 04-2022
17.3 17.47 19.16 15.64 1.25 17.39 03-2015 03-2022
16.62 17.34 18.26 15.71 0.94 16.98 02-2015 02-2022
18.28 18.07 19.62 16.75 1.02 18.18 01-2015 01-2022
18.05 17.66 19.02 16.7 0.83 17.86 12-2014 12-2021
17.02 17.9 18.22 16.7 0.62 17.46 11-2014 11-2021
18.01 17.88 19.25 16.66 0.92 17.95 10-2014 10-2021
16.45 16.34 17.14 15.65 0.53 16.39 09-2014 09-2021
15.66 16.12 17.38 14.42 1.06 15.89 08-2014 08-2021
15.6 14.83 15.97 14.47 0.6 15.22 07-2014 07-2021
15.9 15.89 16.9 14.9 0.71 15.9 06-2014 06-2021
16.84 16.2 18.24 14.82 1.23 16.52 05-2014 05-2021
16.71 16.94 17.67 15.98 0.6 16.83 04-2014 04-2021
17.89 17.37 18.96 16.32 0.95 17.64 03-2014 03-2021
16.97 18.11 19.11 15.99 1.17 17.55 02-2014 02-2021
16.21 15.97 17.36 14.83 0.9 16.09 01-2014 01-2021
14.36 14.63 15.29 13.71 0.57 14.5 12-2013 12-2020
12.56 14.06 14.84 11.8 1.2 13.32 11-2013 11-2020
13.8 12.69 14.33 12.17 0.86 13.25 10-2013 10-2020
13.43 13.48 14.88 12.04 1 13.46 09-2013 09-2020
12.95 13.02 14.42 11.57 1.01 12.99 08-2013 08-2020
10.58 11.52 12.24 9.87 0.9 11.05 07-2013 07-2020
9.81 10.71 11.55 8.98 0.96 10.26 06-2013 06-2020
7.2 7.97 8.72 6.45 0.85 7.59 05-2013 05-2020
5.98 8.19 9.01 5.19 1.56 7.09 04-2013 04-2020
5.09 10.23 11.47 3.92 3.23 7.68 03-2013 03-2020
10.71 11.94 12.72 9.94 1.07 11.33 02-2013 02-2020
11.71 11.67 12.35 11.03 0.47 11.69 01-2013 01-2020
11.37 11.26 11.98 10.65 0.47 11.32 12-2012 12-2019
12.14 12.01 12.7 11.45 0.44 12.07 11-2012 11-2019
11.23 12.06 12.63 10.67 0.75 11.65 10-2012 10-2019
12.53 11.71 13.72 10.54 1.16 12.12 09-2012 09-2019
12.51 12.31 13.2 11.63 0.56 12.41 08-2012 08-2019
13.52 14.35 15.5 12.39 1.14 13.94 07-2012 07-2019
15.14 14.9 15.89 14.15 0.62 15.02 06-2012 06-2019
14.56 14.2 15.87 12.9 1.06 14.38 05-2012 05-2019
13.7 13.81 14.39 13.12 0.45 13.75 04-2012 04-2019
13.1 12.71 13.93 11.89 0.73 12.91 03-2012 03-2019
11.6 11.15 12.44 10.32 0.77 11.38 02-2012 02-2019
14.07 12.51 15.04 11.57 1.35 13.3 01-2012 01-2019
14.31 13.39 15.21 12.5 1.01 13.85 12-2011 12-2018
13.76 11.97 14.66 11.1 1.41 12.87 11-2011 11-2018
11.5 12 13.71 9.83 1.38 11.76 10-2011 10-2018
13.31 13.28 14.43 12.18 0.8 13.3 09-2011 09-2018
14.33 13.23 15.4 12.18 1.2 13.79 08-2011 08-2018
11.32 11.59 12.62 10.3 0.83 11.46 07-2011 07-2018
11.73 11.29 12.49 10.54 0.71 11.51 06-2011 06-2018
11.05 10.98 11.98 10.07 0.68 11.02 05-2011 05-2018

Rolling return for 10 year

Average return: 14.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.91 15.38 16.16 14.14 0.73 15.15 04-2015 04-2025
15.25 15.27 16.42 14.11 0.82 15.26 03-2015 03-2025
15.05 15.82 16.46 14.42 0.77 15.44 02-2015 02-2025
16.2 16.16 17.23 15.14 0.74 16.18 01-2015 01-2025
17.14 17.04 17.99 16.2 0.63 17.09 12-2014 12-2024
12.07 17.1 17.32 11.86 2.62 14.59 11-2014 11-2024
17.76 18.01 18.96 16.81 0.77 17.88 10-2014 10-2024
17.71 17.8 18.37 17.14 0.44 17.76 09-2014 09-2024
18.08 17.91 18.8 17.19 0.57 17.99 08-2014 08-2024
18.69 18.3 19.12 17.87 0.46 18.5 07-2014 07-2024
17.52 18.08 18.79 16.81 0.73 17.8 06-2014 06-2024
18.8 18.34 19.8 17.36 0.88 18.57 05-2014 05-2024
18.93 18.77 19.29 18.41 0.32 18.85 04-2014 04-2024
19.59 19.13 20.26 18.47 0.65 19.36 03-2014 03-2024
20.24 20.18 20.89 19.53 0.48 20.21 02-2014 02-2024
19.71 19.21 20.21 18.71 0.56 19.46 01-2014 01-2024
17.76 18.69 19.17 17.29 0.74 18.23 12-2013 12-2023
17.13 17.55 18.11 16.58 0.56 17.34 11-2013 11-2023
18.01 17.54 18.74 16.82 0.7 17.78 10-2013 10-2023
19.25 18.71 19.73 18.24 0.56 18.98 09-2013 09-2023
19.34 18.66 19.69 18.31 0.54 19 08-2013 08-2023
18.2 18.18 18.71 17.67 0.37 18.19 07-2013 07-2023
18.19 17.92 18.55 17.56 0.36 18.05 06-2013 06-2023
17.04 17.18 17.76 16.47 0.46 17.11 05-2013 05-2023
17.45 17.37 17.99 16.84 0.41 17.41 04-2013 04-2023
17.09 16.83 17.75 16.18 0.56 16.96 03-2013 03-2023
16.83 17.18 17.75 16.26 0.54 17 02-2013 02-2023
17.55 18.15 18.66 17.05 0.61 17.85 01-2013 01-2023
18.13 18.62 19.16 17.6 0.58 18.38 12-2012 12-2022
19.28 19.22 19.73 18.77 0.34 19.25 11-2012 11-2022
18.65 18.96 19.38 18.23 0.42 18.8 10-2012 10-2022
20.07 19.74 21.25 18.58 0.95 19.91 09-2012 09-2022
20.41 20.44 21.11 19.74 0.48 20.43 08-2012 08-2022
19.17 19.67 20.51 18.34 0.79 19.42 07-2012 07-2022
18.71 19.28 20 17.99 0.74 19 06-2012 06-2022
19.43 19.84 21.07 18.22 1.02 19.64 05-2012 05-2022
19.61 19.79 20.22 19.19 0.37 19.7 04-2012 04-2022
18.3 18.72 19.61 17.42 0.79 18.51 03-2012 03-2022
17.53 17.73 18.68 16.58 0.75 17.63 02-2012 02-2022
20 19.09 20.95 18.16 1.04 19.55 01-2012 01-2022
19.44 18.79 20.13 18.11 0.75 19.12 12-2011 12-2021
19.13 18.01 19.99 17.17 1.07 18.57 11-2011 11-2021
18.07 17.67 18.93 16.82 0.76 17.87 10-2011 10-2021
17.4 17.06 17.89 16.57 0.48 17.23 09-2011 09-2021
16.74 16.39 17.95 15.2 0.98 16.57 08-2011 08-2021
15.04 14.56 15.3 14.31 0.39 14.8 07-2011 07-2021
15.65 15.48 16.35 14.78 0.56 15.57 06-2011 06-2021
14.38 14.62 15.34 13.67 0.6 14.5 05-2011 05-2021
13.43 13.64 14.08 12.99 0.39 13.54 04-2011 04-2021
13.88 13.77 14.6 13.05 0.55 13.83 03-2011 03-2021
12.81 13.43 14.26 12 0.83 13.12 02-2011 02-2021
11.83 11.53 12.6 10.77 0.66 11.68 01-2011 01-2021
10.82 10.77 11.45 10.14 0.46 10.79 12-2010 12-2020
9.43 9.78 10.98 8.25 0.97 9.61 11-2010 11-2020
9.03 8.97 9.39 8.62 0.27 9 10-2010 10-2020
9.21 9.24 10.19 8.27 0.68 9.23 09-2010 09-2020
8.75 9.35 9.74 8.36 0.53 9.05 08-2010 08-2020
8.59 9.07 9.73 7.94 0.66 8.83 07-2010 07-2020
8.17 8.61 9.37 7.42 0.71 8.39 06-2010 06-2020
7.06 7.03 8.12 5.98 0.76 7.05 05-2010 05-2020
4.46 6.21 6.54 4.14 1.05 5.34 04-2010 04-2020
4.28 8.03 8.67 3.66 2.21 6.16 03-2010 03-2020
9.22 9.94 10.6 8.56 0.76 9.58 02-2010 02-2020
10.18 9.56 10.62 9.13 0.57 9.87 01-2010 01-2020
10.12 9.99 10.54 9.57 0.35 10.05 12-2009 12-2019
11.61 10.5 12 10.11 0.77 11.05 11-2009 11-2019
10.56 10.76 11.53 9.8 0.62 10.66 10-2009 10-2019
10.35 10.33 11.16 9.53 0.58 10.34 09-2009 09-2019
10.68 10.13 11.15 9.66 0.56 10.41 08-2009 08-2019
12.47 11.56 13.83 10.22 1.32 12.02 07-2009 07-2019
13.05 12.37 13.57 11.86 0.65 12.71 06-2009 06-2019
15.91 13.47 16.85 12.57 1.74 14.7 05-2009 05-2019
18.97 17.05 19.48 16.55 1.24 18.01 04-2009 04-2019
20.8 19.17 21.43 18.56 1.17 19.99 03-2009 03-2019
19.75 19.46 20.37 18.83 0.55 19.6 02-2009 02-2019
19.98 18.67 20.69 17.97 1.07 19.33 01-2009 01-2019
21.06 19.65 21.73 19 1.09 20.36 12-2008 12-2018
20.88 18.62 21.54 17.97 1.49 19.75 11-2008 11-2018
19.91 15.25 21.56 13.69 3.23 17.6 10-2008 10-2018
15.42 13.83 16.21 13.05 1.25 14.63 09-2008 09-2018
13.77 13.53 14.51 12.79 0.61 13.65 08-2008 08-2018
13.82 13.23 14.75 12.31 0.89 13.53 07-2008 07-2018
12.83 11.29 13.37 10.77 1.07 12.06 06-2008 06-2018
10.51 10.46 11.16 9.83 0.47 10.49 05-2008 05-2018
11.52 10.82 12.49 9.87 0.96 11.18 04-2008 04-2018
11.92 11.22 12.66 10.49 0.81 11.57 03-2008 03-2018
11.39 10.54 12.11 9.83 0.86 10.97 02-2008 02-2018
11.16 8.58 11.78 7.98 1.62 9.88 01-2008 01-2018
9.06 8.32 9.84 7.55 0.85 8.69 12-2007 12-2017
9.84 9.4 10.16 9.09 0.41 9.62 11-2007 11-2017
9.46 9.11 10.65 7.94 0.97 9.29 10-2007 10-2017
11.38 10.09 12.02 9.46 1.01 10.74 09-2007 09-2017
12.41 11.91 12.97 11.35 0.6 12.16 08-2007 08-2017
11.79 11.38 12.58 10.59 0.72 11.59 07-2007 07-2017
12.19 11.87 12.41 11.65 0.29 12.03 06-2007 06-2017
12.03 11.91 12.46 11.49 0.35 11.97 05-2007 05-2017
13.14 12.14 13.63 11.66 0.78 12.64 04-2007 04-2017
13.08 12.66 13.51 12.23 0.48 12.87 03-2007 03-2017
11.76 10.72 12.27 10.21 0.82 11.24 02-2007 02-2017
10.26 10.27 10.91 9.63 0.45 10.27 01-2007 01-2017
10.07 9.94 10.67 9.35 0.47 10.01 12-2006 12-2016
10.91 10.94 12.24 9.62 0.93 10.93 11-2006 11-2016
12.54 12.33 12.97 11.91 0.38 12.44 10-2006 10-2016
13.36 13.03 13.87 12.53 0.49 13.2 09-2006 09-2016
14.34 13.5 14.86 12.98 0.73 13.92 08-2006 08-2016
14.62 13.58 15.16 13.05 0.83 14.1 07-2006 07-2016
14.82 12.2 15.17 11.85 1.5 13.51 06-2006 06-2016
12.09 10.11 12.73 9.48 1.35 11.1 05-2006 05-2016
14.17 13.3 14.96 12.52 0.92 13.74 04-2006 04-2016
14.65 14.66 15.75 13.57 0.77 14.66 03-2006 03-2016
14.41 15.18 15.57 14.03 0.61 14.8 02-2006 02-2016
15.78 16.37 17.04 15.12 0.71 16.08 01-2006 01-2016
17.07 16.95 17.57 16.45 0.4 17.01 12-2005 12-2015
18.89 17.59 19.36 17.13 0.91 18.24 11-2005 11-2015
19.27 18.11 19.84 17.55 0.91 18.69 10-2005 10-2015
18.16 18.11 18.71 17.56 0.41 18.13 09-2005 09-2015
19.42 19.68 20.63 18.48 0.77 19.55 08-2005 08-2015
21.14 20.5 21.61 20.03 0.6 20.82 07-2005 07-2015
21.6 21.98 23.01 20.59 0.87 21.8 06-2005 06-2015
23.38 23.45 24.15 22.68 0.52 23.41 05-2005 05-2015

Rolling return for 12 year

Average return: 15.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.05 17.59 18.11 16.54 0.59 17.32 04-2013 04-2025
17.2 17.42 18.19 16.44 0.62 17.31 03-2013 03-2025
16.96 17.67 18.15 16.48 0.64 17.31 02-2013 02-2025
17.21 17.65 18.07 16.79 0.48 17.43 01-2013 01-2025
17.76 18.02 18.47 17.32 0.42 17.89 12-2012 12-2024
14.65 18.69 19.11 14.24 2.24 16.67 11-2012 11-2024
18.82 19.48 19.84 18.47 0.54 19.15 10-2012 10-2024
20.47 19.78 21.04 19.22 0.69 20.13 09-2012 09-2024
20.36 20.42 20.98 19.8 0.42 20.39 08-2012 08-2024
20.95 20.61 21.32 20.25 0.4 20.78 07-2012 07-2024
20.13 20.61 21.21 19.53 0.62 20.37 06-2012 06-2024
19.96 19.78 20.8 18.94 0.66 19.87 05-2012 05-2024
19.04 18.98 19.34 18.69 0.23 19.01 04-2012 04-2024
18.72 18.53 19.28 17.98 0.46 18.63 03-2012 03-2024
18.16 17.9 18.69 17.36 0.48 18.03 02-2012 02-2024
19.23 18.11 19.65 17.7 0.8 18.67 01-2012 01-2024
18.1 18.17 19.28 17 0.81 18.14 12-2011 12-2023
16.96 16.16 17.77 15.36 0.9 16.56 11-2011 11-2023
16.08 15.65 16.68 15.06 0.59 15.87 10-2011 10-2023
16.34 16.04 16.72 15.66 0.39 16.19 09-2011 09-2023
16.57 15.57 16.85 15.29 0.66 16.07 08-2011 08-2023
15.17 14.96 15.58 14.55 0.37 15.07 07-2011 07-2023
15.09 14.67 15.39 14.37 0.39 14.88 06-2011 06-2023
14.17 14.16 14.76 13.58 0.42 14.17 05-2011 05-2023
13.27 13.32 13.69 12.9 0.28 13.29 04-2011 04-2023
13.63 13.47 14.16 12.95 0.43 13.55 03-2011 03-2023
13.94 14 14.69 13.25 0.51 13.97 02-2011 02-2023
14.41 14.4 15.32 13.51 0.64 14.41 01-2011 01-2023
14.53 14.77 15.36 13.94 0.51 14.65 12-2010 12-2022
15.09 14.41 15.45 14.05 0.55 14.75 11-2010 11-2022
14.29 14.51 14.88 13.93 0.34 14.4 10-2010 10-2022
15.29 15.39 16.22 14.46 0.62 15.34 09-2010 09-2022
15.6 15.81 16.16 15.25 0.33 15.7 08-2010 08-2022
14.92 15.41 16 14.35 0.61 15.17 07-2010 07-2022
14.88 15.25 15.92 14.22 0.62 15.07 06-2010 06-2022
15.67 16.01 16.99 14.7 0.82 15.84 05-2010 05-2022
15.75 15.95 16.24 15.46 0.28 15.85 04-2010 04-2022
14.97 15.45 16.02 14.4 0.6 15.21 03-2010 03-2022
15.45 15.81 16.39 14.87 0.55 15.63 02-2010 02-2022
15.92 15.76 16.68 15 0.6 15.84 01-2010 01-2022
15.72 15.79 16.27 15.23 0.37 15.75 12-2009 12-2021
17.14 16.52 17.84 15.83 0.74 16.83 11-2009 11-2021
16.7 16.73 17.41 16.03 0.49 16.72 10-2009 10-2021
16.46 16.14 16.87 15.74 0.42 16.3 09-2009 09-2021
15.89 15.99 16.89 15 0.67 15.94 08-2009 08-2021
16.88 15.14 17.09 14.93 0.98 16.01 07-2009 07-2021
16.76 16.31 17.34 15.73 0.59 16.54 06-2009 06-2021
18.88 16.83 19.72 16.01 1.5 17.86 05-2009 05-2021
20.9 19.42 21.48 18.85 1.07 20.16 04-2009 04-2021
22.67 21.4 23.31 20.76 1.01 22.04 03-2009 03-2021
21.03 21.54 22.32 20.26 0.75 21.29 02-2009 02-2021
20.76 19.76 21.46 19.08 0.91 20.27 01-2009 01-2021
20.88 19.73 21.45 19.16 0.91 20.3 12-2008 12-2020
19.33 18.31 20.73 16.93 1.39 18.82 11-2008 11-2020
19.04 14.18 19.36 13.87 2.59 16.61 10-2008 10-2020
13.28 12.16 14.12 11.33 1.06 12.72 09-2008 09-2020
11.23 11.26 12.07 10.43 0.58 11.25 08-2008 08-2020
11.17 10.9 12.14 9.94 0.78 11.04 07-2008 07-2020
9.62 8.94 10.63 7.94 0.98 9.28 06-2008 06-2020
6.62 6.95 7.5 6.07 0.52 6.79 05-2008 05-2020
6.32 6.74 8.08 5 1.1 6.54 04-2008 04-2020
6.31 8.86 10.03 5.18 1.94 7.59 03-2008 03-2020
9.05 8.91 10.2 7.77 0.86 8.98 02-2008 02-2020
9.55 7.29 9.91 6.93 1.32 8.42 01-2008 01-2020
8.07 7.17 8.42 6.83 0.65 7.62 12-2007 12-2019
8.48 8.18 8.8 7.86 0.35 8.33 11-2007 11-2019
8.41 7.94 9.21 7.16 0.74 8.18 10-2007 10-2019
9.92 9.01 10.6 8.34 0.86 9.47 09-2007 09-2019
10.71 10.22 11.1 9.84 0.48 10.47 08-2007 08-2019
10.7 10.82 11.82 9.71 0.75 10.76 07-2007 07-2019
11.93 11.91 12.36 11.48 0.31 11.92 06-2007 06-2019
11.71 12 12.45 11.25 0.44 11.85 05-2007 05-2019
13.14 12.3 13.55 11.91 0.65 12.73 04-2007 04-2019
12.81 12.58 13.29 12.1 0.43 12.7 03-2007 03-2019
11.74 10.93 12.23 10.45 0.69 11.34 02-2007 02-2019
11.07 11.08 11.62 10.54 0.38 11.08 01-2007 01-2019
11.56 11.45 12.07 10.94 0.4 11.5 12-2006 12-2018
12.37 11.8 12.89 11.29 0.6 12.09 11-2006 11-2018
12.34 13.1 13.63 11.82 0.69 12.72 10-2006 10-2018
14.28 14.24 14.94 13.58 0.48 14.26 09-2006 09-2018
15.41 14.88 16.04 14.26 0.66 15.15 08-2006 08-2018
15.27 14.73 16.06 13.95 0.77 15 07-2006 07-2018
15.67 13.63 16.13 13.18 1.27 14.65 06-2006 06-2018
13.93 12.25 14.48 11.71 1.15 13.09 05-2006 05-2018
15.4 14.82 16.23 14 0.81 15.11 04-2006 04-2018
16.28 16 16.92 15.37 0.56 16.14 03-2006 03-2018
17.17 17.47 17.8 16.84 0.36 17.32 02-2006 02-2018
17.9 17.89 18.45 17.34 0.39 17.89 01-2006 01-2018
17.82 18 18.52 17.3 0.44 17.91 12-2005 12-2017
19.5 18.31 19.78 18.02 0.75 18.9 11-2005 11-2017
18.9 18.53 19.97 17.47 0.89 18.72 10-2005 10-2017
18.01 18.08 18.58 17.52 0.38 18.05 09-2005 09-2017
18.77 18.48 19.26 17.99 0.46 18.62 08-2005 08-2017
19.37 19.16 20.07 18.46 0.57 19.27 07-2005 07-2017
19.98 19.34 20.18 19.15 0.43 19.66 06-2005 06-2017
20.14 19.95 20.52 19.57 0.34 20.05 05-2005 05-2017
19.99 19.6 20.42 19.18 0.46 19.8 04-2005 04-2017

Rolling return for 15 year

Average return: 16.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.65 14.23 14.47 13.41 0.43 13.94 04-2010 04-2025
14.08 14.4 14.85 13.63 0.45 14.24 03-2010 03-2025
14.64 15.11 15.58 14.18 0.52 14.88 02-2010 02-2025
15.02 14.96 15.7 14.29 0.5 14.99 01-2010 01-2025
15.58 15.75 16.14 15.2 0.34 15.67 12-2009 12-2024
13.79 16.26 17.32 12.77 1.83 15.04 11-2009 11-2024
16.79 17.05 17.59 16.25 0.48 16.92 10-2009 10-2024
17.3 17.15 17.74 16.72 0.36 17.23 09-2009 09-2024
17.45 17.21 17.93 16.73 0.43 17.33 08-2009 08-2024
18.69 17.39 18.98 17.1 0.81 18.04 07-2009 07-2024
17.67 17.69 18.52 16.85 0.59 17.68 06-2009 06-2024
19.79 18.13 20.46 17.48 1.21 18.97 05-2009 05-2024
21.57 20.16 21.82 19.92 0.84 20.87 04-2009 04-2024
22.86 21.78 23.32 21.33 0.8 22.32 03-2009 03-2024
22.43 22.25 22.88 21.81 0.38 22.34 02-2009 02-2024
22.23 21.2 22.57 20.86 0.71 21.71 01-2009 01-2024
21.9 21.48 22.88 20.52 0.85 21.69 12-2008 12-2023
21.12 19.83 21.79 19.17 1.03 20.48 11-2008 11-2023
20.87 17.13 21.36 16.65 2.13 19 10-2008 10-2023
17.15 15.85 17.47 15.55 0.82 16.5 09-2008 09-2023
15.74 15.3 15.96 15.07 0.35 15.52 08-2008 08-2023
16.09 15.4 16.43 15.07 0.54 15.75 07-2008 07-2023
15.16 13.99 15.4 13.75 0.72 14.57 06-2008 06-2023
13.17 13.16 13.64 12.7 0.33 13.17 05-2008 05-2023
13.79 13 14.13 12.66 0.59 13.4 04-2008 04-2023
14 13.45 14.42 13.03 0.53 13.72 03-2008 03-2023
13.37 12.9 13.97 12.31 0.61 13.14 02-2008 02-2023
13.77 12.3 14.49 11.6 1.15 13.04 01-2008 01-2023
13.08 12.69 13.74 12.04 0.62 12.89 12-2007 12-2022
13.79 13.56 14.08 13.27 0.3 13.68 11-2007 11-2022
13.76 13.17 14.23 12.71 0.58 13.47 10-2007 10-2022
15.32 14.73 16.07 13.99 0.76 15.03 09-2007 09-2022
16.2 15.92 16.66 15.47 0.43 16.06 08-2007 08-2022
14.92 14.95 15.78 14.1 0.59 14.94 07-2007 07-2022
14.88 15.34 15.71 14.51 0.45 15.11 06-2007 06-2022
15.43 16.11 16.48 15.06 0.56 15.77 05-2007 05-2022
17.15 16.51 17.54 16.12 0.55 16.83 04-2007 04-2022
16.3 16.57 17.16 15.72 0.52 16.44 03-2007 03-2022
15.63 15.32 16.39 14.56 0.66 15.48 02-2007 02-2022
15.5 15.67 16.11 15.06 0.38 15.59 01-2007 01-2022
15.43 15.36 15.87 14.92 0.34 15.39 12-2006 12-2021
16.17 15.82 16.72 15.27 0.53 16 11-2006 11-2021
16.54 16.66 17.1 16.1 0.36 16.6 10-2006 10-2021
16.82 16.57 17.14 16.24 0.33 16.69 09-2006 09-2021
16.81 16.67 17.61 15.88 0.61 16.74 08-2006 08-2021
17.01 16.11 17.18 15.94 0.54 16.56 07-2006 07-2021
17.54 15.98 18.02 15.51 1.04 16.76 06-2006 06-2021
15.6 14.43 16.24 13.8 0.96 15.02 05-2006 05-2021
16.81 16.12 17.26 15.68 0.61 16.47 04-2006 04-2021
17.47 17.22 17.96 16.73 0.44 17.34 03-2006 03-2021
16.92 17.66 17.92 16.66 0.52 17.29 02-2006 02-2021
17.01 17.1 17.55 16.56 0.35 17.05 01-2006 01-2021
16.92 16.95 17.36 16.51 0.3 16.94 12-2005 12-2020
16.97 16.91 18.07 15.82 0.8 16.94 11-2005 11-2020
17.11 16.23 17.36 15.98 0.58 16.67 10-2005 10-2020
15.97 16.26 16.66 15.58 0.4 16.12 09-2005 09-2020
16.16 16.24 16.86 15.54 0.47 16.2 08-2005 08-2020
16.19 16.29 17 15.48 0.54 16.24 07-2005 07-2020
16.09 16.29 16.94 15.44 0.54 16.19 06-2005 06-2020
15.44 15.76 16.2 15 0.44 15.6 05-2005 05-2020
14.32 15.2 15.83 13.7 0.81 14.76 04-2005 04-2020