NIFTY MIDCAP 100

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.46
Weighted mean CAGR by duration 14.58
Mean CAGR 18.27
Standard deviation CAGR 7.43
Range for CAGR 19.93

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.33 66.14 38.41 33.04
3 year 11.11 42.73 25.88 26.14
5 year -1.26 37.55 13.54 15.32
7 year 4.52 19.53 13.77 13.78
10 year 3.36 21.04 13.43 13.39
12 year 3.48 19.67 13.21 13.11
15 year 7.73 20.72 12.63 13.12

Rolling return for 1 year

Average return: 33.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.06 1.91 8.88 -8.33 6.25 0.1 04-2024 04-2025
3.47 7.18 16.85 -5.09 7.87 5.6 03-2024 03-2025
1.15 9.55 16.17 -4.61 7.93 5.57 02-2024 02-2025
10.94 20.16 27.33 4.69 8.65 15.78 01-2024 01-2025
30.4 28.99 38.35 21.58 5.95 29.83 12-2023 12-2024
38.46 34.32 49.03 24.79 8.7 36.65 11-2023 11-2024
45.37 47.9 60.44 34.01 9.39 46.93 10-2023 10-2024
48.05 46.15 56.08 38.63 6.21 47.23 09-2023 09-2024
50.14 51.55 61.29 41.08 7.16 51.01 08-2023 08-2024
52.45 56.57 65.59 44.14 7.72 54.69 07-2023 07-2024
39.89 56.3 65.59 32.04 13.21 48.45 06-2023 06-2024
52.12 56.87 66.14 43.63 8.14 54.69 05-2023 05-2024

Rolling return for 3 year

Average return: 26.14
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.59 18.34 20.77 14.23 2.39 17.48 04-2022 04-2025
20.88 21.1 25.88 16.29 3.39 21.04 03-2022 03-2025
21.04 20.71 26.75 15.27 4.06 20.94 02-2022 02-2025
21.13 21.91 26.82 16.43 3.68 21.57 01-2022 01-2025
25.57 23.72 28.07 21.3 2.48 24.66 12-2021 12-2024
22.84 21.41 25.89 18.47 2.67 22.15 11-2021 11-2024
22.42 22.03 26.51 18.09 2.98 22.26 10-2021 10-2024
26.71 25.8 28.96 23.6 1.92 26.27 09-2021 09-2024
27.54 27.84 30.62 24.82 2.05 27.7 08-2021 08-2024
26.57 28.36 30.11 24.87 1.96 27.48 07-2021 07-2024
22.69 26.74 29.78 19.81 3.8 24.75 06-2021 06-2024
26.6 27.04 30.37 23.36 2.48 26.84 05-2021 05-2024
28.12 27.56 30.98 24.78 2.2 27.86 04-2021 04-2024
26.3 25.91 29.99 22.33 2.71 26.13 03-2021 03-2024
31.23 28.12 33.83 25.63 3.1 29.7 02-2021 02-2024
30.12 29.26 32.67 26.78 2.1 29.71 01-2021 01-2024
31 29.97 34.1 26.97 2.55 30.51 12-2020 12-2023
31.58 29.53 36.21 25.12 3.99 30.61 11-2020 11-2023
31.5 32.98 35.12 29.42 2.08 32.25 10-2020 10-2023
34.58 33.43 37.56 30.54 2.52 34.03 09-2020 09-2023
33.63 30.75 36.43 28.07 3.13 32.22 08-2020 08-2023
34.58 34.09 37.11 31.61 1.95 34.35 07-2020 07-2023
35.95 32.97 38.59 30.43 3.07 34.48 06-2020 06-2023
37.1 36.25 39.75 33.66 2.17 36.69 05-2020 05-2023
38.62 32.76 41.28 30.25 4.42 35.73 04-2020 04-2023
39.53 22.09 42.73 19.35 10.31 30.92 03-2020 03-2023
21.16 19.23 23.23 17.22 2.23 20.21 02-2020 02-2023
21.13 19.99 23.84 17.36 2.33 20.58 01-2020 01-2023
21.98 24.09 25.97 20.17 2.18 23.05 12-2019 12-2022
22.8 22.82 24.59 21.05 1.25 22.82 11-2019 11-2022
25.1 23.25 27 21.41 2.08 24.19 10-2019 10-2022
25.12 24.55 28.81 20.98 2.78 24.87 09-2019 09-2022
25.56 25.31 28.25 22.67 1.97 25.45 08-2019 08-2022
19.06 18.35 24.15 13.5 3.77 18.77 07-2019 07-2022
13.7 16.3 19.01 11.11 2.94 15.03 06-2019 06-2022
17.17 18.13 22.03 13.42 3.06 17.69 05-2019 05-2022

Rolling return for 5 year

Average return: 15.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.01 30.87 35.85 28.13 2.83 31.96 04-2020 04-2025
34.24 25.24 37.55 22.23 6.28 29.82 03-2020 03-2025
23.3 24.28 26.76 20.89 2.1 23.81 02-2020 02-2025
24.77 25.85 28.26 22.43 2.1 25.33 01-2020 01-2025
27.82 28.18 29.34 26.68 0.95 28.01 12-2019 12-2024
26.42 27.2 28.3 25.34 1.08 26.82 11-2019 11-2024
28.85 29.08 31.42 26.56 1.72 28.98 10-2019 10-2024
30.53 29.28 31.91 27.92 1.48 29.91 09-2019 09-2024
29.89 29.94 31.76 28.09 1.3 29.92 08-2019 08-2024
28.54 26.99 30.68 24.9 2.12 27.78 07-2019 07-2024
22.62 25.09 26.83 20.94 2.26 23.87 06-2019 06-2024
24.16 23.93 26.37 21.77 1.63 24.06 05-2019 05-2024
22.44 22.64 24.07 21.03 1.08 22.55 04-2019 04-2024
21.97 22 24.09 19.91 1.48 21.99 03-2019 03-2024
23.95 23.77 25.41 22.32 1.09 23.86 02-2019 02-2024
22.62 22.06 24.05 20.65 1.22 22.34 01-2019 01-2024
21.28 20.64 22.99 18.97 1.44 20.97 12-2018 12-2023
17.62 19.41 20.09 16.95 1.28 18.52 11-2018 11-2023
18.96 18.63 20.92 16.71 1.49 18.8 10-2018 10-2023
18.13 15.72 19.69 14.21 2.12 16.94 09-2018 09-2023
14.49 14.42 15.93 13.01 1.03 14.46 08-2018 08-2023
15.06 14.85 16.36 13.57 0.99 14.96 07-2018 07-2023
13.65 13.36 14.97 12.06 1.03 13.51 06-2018 06-2023
11.74 10.71 13.03 9.45 1.32 11.23 05-2018 05-2023
9.82 9.4 11.08 8.16 1.04 9.62 04-2018 04-2023
9.79 9.61 11.3 8.13 1.12 9.71 03-2018 03-2023
9.64 8.4 10.76 7.3 1.3 9.03 02-2018 02-2023
7.68 7.91 9.12 6.48 0.94 7.8 01-2018 01-2023
8.98 9.26 11.1 7.17 1.39 9.13 12-2017 12-2022
9.94 9.74 10.9 8.79 0.75 9.84 11-2017 11-2022
10.7 9.93 11.71 8.94 1.02 10.32 10-2017 10-2022
11.01 11.17 12.96 9.25 1.31 11.1 09-2017 09-2022
11.69 11.13 13.12 9.72 1.22 11.41 08-2017 08-2022
8.11 9.86 10.85 7.14 1.45 8.99 07-2017 07-2022
7.64 9.62 10.64 6.65 1.57 8.64 06-2017 06-2022
9.21 10.07 11.91 7.42 1.62 9.65 05-2017 05-2022
11.44 11.64 12.81 10.28 0.9 11.54 04-2017 04-2022
10.31 11.59 12.91 9.03 1.44 10.96 03-2017 03-2022
11.7 13.43 15.02 10.16 1.82 12.58 02-2017 02-2022
14.85 15.47 17.61 12.77 1.73 15.18 01-2017 01-2022
15.76 16.05 18.19 13.67 1.6 15.92 12-2016 12-2021
15.74 15.01 18.28 12.53 2.05 15.39 11-2016 11-2021
13.94 15.51 16.43 13.04 1.32 14.73 10-2016 10-2021
13.59 14.11 15.3 12.42 1.03 13.86 09-2016 09-2021
12.99 13 14.46 11.55 1.03 13 08-2016 08-2021
14.11 13.5 15.04 12.58 0.9 13.81 07-2016 07-2021
14.64 14.69 16.29 13.07 1.14 14.67 06-2016 06-2021
13.32 14.09 15.09 12.33 1.01 13.71 05-2016 05-2021
12.54 12.97 14.34 11.19 1.12 12.76 04-2016 04-2021
14.13 14.14 16.34 11.97 1.55 14.14 03-2016 03-2021
13.17 13.45 16.17 10.52 2 13.33 02-2016 02-2021
11.91 10.54 13.67 8.82 1.78 11.23 01-2016 01-2021
8.55 9.43 10.6 7.4 1.17 9 12-2015 12-2020
5.99 8.17 9.24 4.96 1.7 7.09 11-2015 11-2020
4.99 5.06 6 4.06 0.69 5.03 10-2015 10-2020
5.71 6.08 7.66 4.15 1.25 5.9 09-2015 09-2020
4.92 4.28 7.63 1.65 2.13 4.62 08-2015 08-2020
2.34 2.58 3.72 1.21 0.89 2.46 07-2015 07-2020
1.75 2.85 4.31 0.33 1.46 2.31 06-2015 06-2020
0.27 0.26 1.81 -1.26 1.09 0.27 05-2015 05-2020

Rolling return for 7 year

Average return: 13.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.96 14.45 15.7 12.73 1.06 14.21 04-2018 04-2025
14.38 15.12 16.38 13.13 1.18 14.75 03-2018 03-2025
14.24 14.74 16.52 12.49 1.44 14.5 02-2018 02-2025
13.75 15.08 16.01 12.84 1.22 14.42 01-2018 01-2025
16.37 15.96 17.35 14.99 0.85 16.17 12-2017 12-2024
15.85 16.2 17.08 14.99 0.75 16.03 11-2017 11-2024
17.08 17.4 18.75 15.75 1.07 17.24 10-2017 10-2024
18.39 17.93 19.29 17.05 0.81 18.16 09-2017 09-2024
18.32 18.03 19.53 16.83 0.96 18.18 08-2017 08-2024
17.38 18.01 18.77 16.63 0.79 17.7 07-2017 07-2024
15.4 17.44 18.22 14.64 1.46 16.43 06-2017 06-2024
16.14 16.23 17.61 14.77 1 16.19 05-2017 05-2024
15.73 15.96 16.83 14.87 0.7 15.85 04-2017 04-2024
15.78 16.24 17.22 14.81 0.87 16.01 03-2017 03-2024
17.26 17.08 18.24 16.1 0.76 17.17 02-2017 02-2024
18.09 17.52 19.07 16.55 0.91 17.81 01-2017 01-2024
17.85 17.49 19.03 16.32 0.97 17.67 12-2016 12-2023
15.73 15.13 17.46 13.43 1.44 15.44 11-2016 11-2023
13.48 14.16 14.81 12.84 0.74 13.82 10-2016 10-2023
14.62 14.85 15.7 13.77 0.69 14.73 09-2016 09-2023
14.27 14.24 15.29 13.23 0.73 14.26 08-2016 08-2023
14.46 14.27 15.38 13.36 0.72 14.37 07-2016 07-2023
14.71 14.53 15.66 13.59 0.73 14.62 06-2016 06-2023
13.93 14.16 14.87 13.23 0.59 14.05 05-2016 05-2023
13.18 13.13 14.11 12.21 0.67 13.16 04-2016 04-2023
14.08 13.64 15.2 12.54 0.95 13.86 03-2016 03-2023
14.93 13.83 15.76 13 1.05 14.38 02-2016 02-2023
14.12 12.93 15.21 11.86 1.26 13.53 01-2016 01-2023
12.98 13.68 14.55 12.13 0.89 13.34 12-2015 12-2022
13.45 13.36 14.16 12.66 0.53 13.41 11-2015 11-2022
12.81 12.82 13.54 12.09 0.51 12.81 10-2015 10-2022
13.74 13.96 15.17 12.54 0.93 13.85 09-2015 09-2022
13.58 12.06 14.62 11.04 1.38 12.82 08-2015 08-2022
10.46 11.57 12.45 9.59 1.08 11.02 07-2015 07-2022
10.66 11.72 12.85 9.56 1.22 11.2 06-2015 06-2022
11.67 12.4 13.64 10.45 1.16 12.04 05-2015 05-2022
13.39 12.59 14.38 11.61 1.02 12.99 04-2015 04-2022
11.3 11.95 13.16 10.11 1.1 11.63 03-2015 03-2022
11.56 12.88 13.92 10.54 1.28 12.23 02-2015 02-2022
12.94 13.5 14.87 11.59 1.18 13.22 01-2015 01-2022
13.83 13.72 15.53 12.04 1.23 13.78 12-2014 12-2021
13.6 14.56 15.38 12.79 0.98 14.08 11-2014 11-2021
15.41 15.88 17.21 14.11 1.11 15.65 10-2014 10-2021
14.43 14.31 15.66 13.1 0.91 14.38 09-2014 09-2021
14.09 14.16 15.15 13.11 0.72 14.13 08-2014 08-2021
14.49 13.54 15.15 12.88 0.87 14.02 07-2014 07-2021
14.08 13.79 15.25 12.63 0.93 13.94 06-2014 06-2021
15.41 13.48 16.7 12.23 1.72 14.46 05-2014 05-2021
15.06 15.48 16.37 14.18 0.79 15.27 04-2014 04-2021
16.43 16.25 18.03 14.67 1.19 16.34 03-2014 03-2021
15.94 17.15 18.12 14.98 1.19 16.55 02-2014 02-2021
16.04 15.55 17.34 14.27 1.1 15.8 01-2014 01-2021
14.15 14.68 15.69 13.15 0.92 14.42 12-2013 12-2020
12.64 14.23 15.09 11.8 1.29 13.44 11-2013 11-2020
13.2 12.64 13.98 11.88 0.77 12.93 10-2013 10-2020
13.67 13.56 15.17 12.08 1.09 13.62 09-2013 09-2020
13.6 14.05 15.69 11.99 1.32 13.83 08-2013 08-2020
11.84 10.95 12.91 9.89 1.11 11.4 07-2013 07-2020
9.76 9.79 11.72 7.86 1.36 9.78 06-2013 06-2020
6.96 7.15 8.13 5.99 0.76 7.06 05-2013 05-2020
6.41 8.12 9.29 5.28 1.54 7.27 04-2013 04-2020
5.79 11.76 13.12 4.52 3.7 8.8 03-2013 03-2020
12.04 11.82 13.64 10.25 1.2 11.94 02-2013 02-2020
10.86 11.09 12.38 9.59 0.99 10.98 01-2013 01-2020
10.6 10.61 11.31 9.9 0.5 10.61 12-2012 12-2019
11.64 11.37 12.33 10.69 0.59 11.51 11-2012 11-2019
10.5 11.1 11.93 9.68 0.82 10.8 10-2012 10-2019
11.62 11.5 13.24 9.91 1.18 11.57 09-2012 09-2019
11.48 11.82 12.6 10.72 0.68 11.66 08-2012 08-2019
12.03 13.08 14.35 10.78 1.32 12.56 07-2012 07-2019
14.34 13.86 15.47 12.74 0.98 14.1 06-2012 06-2019
13.49 13.4 15.08 11.83 1.15 13.45 05-2012 05-2019
13.16 13 14.1 12.07 0.72 13.08 04-2012 04-2019
12.42 12.71 13.8 11.34 0.88 12.57 03-2012 03-2019
12.4 11.41 13.46 10.37 1.15 11.91 02-2012 02-2019
15.43 14.12 16.78 12.81 1.48 14.79 01-2012 01-2019
15.4 14.82 17 13.25 1.34 15.12 12-2011 12-2018
15.18 13.38 15.65 12.92 1.16 14.28 11-2011 11-2018
12.76 13.22 14.31 11.69 0.94 13 10-2011 10-2018
13.48 15 16.24 12.26 1.51 14.25 09-2011 09-2018
15.06 13.76 16.14 12.71 1.3 14.42 08-2011 08-2018
12.08 12.57 13.13 11.53 0.59 12.33 07-2011 07-2018
13.03 13.03 14.17 11.9 0.8 13.03 06-2011 06-2018
13.12 13.77 14.8 12.1 0.98 13.45 05-2011 05-2018

Rolling return for 10 year

Average return: 13.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.34 14.28 15.56 13.08 0.88 14.31 04-2015 04-2025
14.09 14.62 15.49 13.24 0.82 14.36 03-2015 03-2025
14.32 15.17 15.92 13.59 0.88 14.75 02-2015 02-2025
15.34 15.96 16.94 14.37 0.93 15.65 01-2015 01-2025
17.23 16.63 17.93 15.94 0.73 16.93 12-2014 12-2024
16.3 16.57 17.16 15.72 0.52 16.44 11-2014 11-2024
17.47 17.7 18.63 16.54 0.74 17.59 10-2014 10-2024
17.99 17.64 18.61 17.02 0.58 17.81 09-2014 09-2024
17.97 18.11 18.82 17.26 0.55 18.04 08-2014 08-2024
17.99 17.8 18.97 16.83 0.76 17.9 07-2014 07-2024
16.6 17.53 18.58 15.56 1.12 17.07 06-2014 06-2024
18.66 17.39 19.71 16.36 1.27 18.03 05-2014 05-2024
18.83 18.98 19.62 18.2 0.5 18.91 04-2014 04-2024
19.31 19.07 20.34 18.04 0.82 19.19 03-2014 03-2024
20.33 20.34 21.04 19.63 0.5 20.34 02-2014 02-2024
20.1 19.5 20.8 18.81 0.73 19.8 01-2014 01-2024
18.96 19.07 19.8 18.24 0.55 19.02 12-2013 12-2023
18.01 18.62 19.24 17.4 0.69 18.32 11-2013 11-2023
18.41 18.39 19.38 17.43 0.69 18.4 10-2013 10-2023
19.58 19.19 20.37 18.41 0.71 19.39 09-2013 09-2023
19.27 18.82 20.01 18.08 0.7 19.05 08-2013 08-2023
18.22 17.44 18.89 16.78 0.8 17.83 07-2013 07-2023
17.04 16.28 17.71 15.61 0.79 16.66 06-2013 06-2023
15.23 15.16 15.89 14.5 0.49 15.2 05-2013 05-2023
15.19 14.99 15.85 14.34 0.54 15.09 04-2013 04-2023
14.95 14.76 15.74 13.98 0.63 14.86 03-2013 03-2023
14.7 13.99 15.29 13.41 0.71 14.35 02-2013 02-2023
13.85 13.69 14.61 12.93 0.6 13.77 01-2013 01-2023
13.9 14.49 15 13.39 0.61 14.2 12-2012 12-2022
14.88 14.69 15.38 14.19 0.43 14.79 11-2012 11-2022
14.69 14.61 15.21 14.1 0.39 14.65 10-2012 10-2022
15.51 15.27 16.52 14.26 0.8 15.39 09-2012 09-2022
15.53 15.71 16.27 14.97 0.46 15.62 08-2012 08-2022
14.1 14.63 15.54 13.2 0.85 14.37 07-2012 07-2022
14.14 14.59 15.72 13.03 0.96 14.37 06-2012 06-2022
14.58 14.8 15.99 13.41 0.92 14.7 05-2012 05-2022
14.99 14.91 15.69 14.21 0.52 14.95 04-2012 04-2022
13.63 14.19 14.96 12.87 0.76 13.91 03-2012 03-2022
14.23 14.45 15.92 12.78 1.11 14.35 02-2012 02-2022
16.8 16.31 18.19 14.93 1.17 16.56 01-2012 01-2022
16.76 16.44 17.98 15.23 0.98 16.6 12-2011 12-2021
16.29 15.94 17.56 14.68 1.03 16.12 11-2011 11-2021
15.91 16.38 17.17 15.13 0.74 16.15 10-2011 10-2021
15.03 15.02 15.89 14.17 0.61 15.03 09-2011 09-2021
14.29 13.37 15.03 12.64 0.91 13.83 08-2011 08-2021
12.91 12.98 13.37 12.52 0.3 12.94 07-2011 07-2021
12.97 12.98 13.78 12.17 0.57 12.98 06-2011 06-2021
11.96 12.12 12.83 11.26 0.56 12.04 05-2011 05-2021
10.99 11.31 11.87 10.43 0.52 11.15 04-2011 04-2021
11.71 11.83 12.79 10.77 0.72 11.78 03-2011 03-2021
11.15 11.5 12.61 10.05 0.91 11.33 02-2011 02-2021
10.42 9.62 11.29 8.77 0.93 10.02 01-2011 01-2021
8.75 8.57 9.77 7.55 0.79 8.66 12-2010 12-2020
7.37 7.21 9 5.61 1.2 7.3 11-2010 11-2020
6.05 6.07 6.56 5.56 0.35 6.06 10-2010 10-2020
6.27 6.53 7.25 5.56 0.6 6.4 09-2010 09-2020
6.21 6.87 7.57 5.51 0.76 6.54 08-2010 08-2020
6.13 6.31 6.85 5.6 0.45 6.22 07-2010 07-2020
5.8 6.4 7.13 5.09 0.75 6.1 06-2010 06-2020
5.35 5.14 6.16 4.34 0.65 5.25 05-2010 05-2020
3.83 5.35 5.79 3.41 1 4.59 04-2010 04-2020
4.03 8.32 9.02 3.36 2.51 6.18 03-2010 03-2020
9.05 9.47 10.13 8.39 0.63 9.26 02-2010 02-2020
9.23 8.9 10.27 7.87 0.86 9.07 01-2010 01-2020
8.77 8.71 9.26 8.22 0.37 8.74 12-2009 12-2019
10.06 9.01 10.53 8.54 0.8 9.54 11-2009 11-2019
9.04 8.84 10.03 7.86 0.77 8.94 10-2009 10-2019
9.75 9.65 10.87 8.55 0.82 9.71 09-2009 09-2019
10.27 10.06 11.04 9.3 0.62 10.17 08-2009 08-2019
12.08 11.56 13.7 9.97 1.33 11.83 07-2009 07-2019
12.71 12.14 13.5 11.37 0.78 12.43 06-2009 06-2019
15.54 12.91 16.67 11.82 1.95 14.23 05-2009 05-2019
17.77 16.38 18.45 15.71 1.09 17.08 04-2009 04-2019
19.06 18.26 20.08 17.26 1.04 18.66 03-2009 03-2019
17.73 17.15 18.51 16.38 0.78 17.44 02-2009 02-2019
17.55 16.26 18.51 15.32 1.22 16.91 01-2009 01-2019
17.89 16.76 19.03 15.64 1.26 17.33 12-2008 12-2018
18.22 16.38 18.56 16.05 1.1 17.3 11-2008 11-2018
17.77 13.34 18.9 12.26 2.82 15.57 10-2008 10-2018
13.88 13.07 15.81 11.18 1.66 13.49 09-2008 09-2018
13.11 12.77 13.85 12.03 0.65 12.94 08-2008 08-2018
13.88 12.72 14.63 11.99 1.02 13.31 07-2008 07-2018
13.07 11.19 13.87 10.41 1.39 12.13 06-2008 06-2018
10.96 10.95 12.11 9.81 0.81 10.96 05-2008 05-2018
11.98 11.1 12.84 10.26 0.96 11.54 04-2008 04-2018
12.44 10.73 13.3 9.89 1.35 11.59 03-2008 03-2018
10.96 10.56 12.16 9.38 0.99 10.77 02-2008 02-2018
12.92 8.36 13.56 7.76 2.61 10.65 01-2008 01-2018
9.24 8.64 10.15 7.74 0.88 8.94 12-2007 12-2017
10.31 9.39 10.89 8.82 0.8 9.85 11-2007 11-2017
10.88 10.08 11.77 9.2 0.95 10.48 10-2007 10-2017
11.32 10.82 12.21 9.94 0.82 11.07 09-2007 09-2017
12.15 11.62 13.15 10.64 0.91 11.89 08-2007 08-2017
11.61 11.29 12.11 10.79 0.48 11.45 07-2007 07-2017
12.24 11.75 12.76 11.23 0.57 11.99 06-2007 06-2017
12.62 12.51 13.56 11.58 0.7 12.57 05-2007 05-2017
13.99 13.06 14.59 12.48 0.82 13.53 04-2007 04-2017
13.76 13.22 14.42 12.56 0.68 13.49 03-2007 03-2017
12.48 11.71 13.27 10.94 0.87 12.1 02-2007 02-2017
10.98 11.32 12.01 10.3 0.62 11.15 01-2007 01-2017
11.36 11.15 12.39 10.14 0.8 11.26 12-2006 12-2016
11.19 12.08 12.76 10.51 0.86 11.63 11-2006 11-2016
12.8 12.74 13.25 12.29 0.34 12.77 10-2006 10-2016
13.32 12.91 13.91 12.33 0.58 13.12 09-2006 09-2016
14.22 13.44 14.95 12.71 0.84 13.83 08-2006 08-2016
14.63 13.95 15.4 13.19 0.82 14.29 07-2006 07-2016
14.61 11.96 15.41 11.19 1.76 13.29 06-2006 06-2016
12.35 9.6 12.84 9.13 1.63 10.98 05-2006 05-2016
10.44 10.06 11.11 9.39 0.62 10.25 04-2006 04-2016
10.2 10.29 11.25 9.24 0.71 10.24 03-2006 03-2016
10.17 10.86 11.48 9.56 0.72 10.52 02-2006 02-2016
11.37 12.04 12.94 10.48 0.9 11.71 01-2006 01-2016
12.77 12.78 13.37 12.18 0.42 12.77 12-2005 12-2015
13.84 13.11 14.4 12.55 0.7 13.47 11-2005 11-2015
14.34 13.21 14.85 12.71 0.86 13.78 10-2005 10-2015
12.97 12.81 13.8 11.98 0.65 12.89 09-2005 09-2015
13.61 14.43 15.42 12.64 1.02 14.03 08-2005 08-2015
15.44 14.8 16.08 14.16 0.72 15.12 07-2005 07-2015
14.97 15.45 15.78 14.64 0.44 15.21 06-2005 06-2015
15.68 15.75 16.58 14.86 0.61 15.72 05-2005 05-2015

Rolling return for 12 year

Average return: 13.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.78 17.08 17.81 16.05 0.63 16.93 04-2013 04-2025
16.83 17.19 18.02 16.01 0.72 17.01 03-2013 03-2025
16.6 16.85 17.96 15.51 0.87 16.73 02-2013 02-2025
16.46 17.02 17.81 15.68 0.78 16.74 01-2013 01-2025
17.47 17.62 18.05 17.04 0.36 17.55 12-2012 12-2024
17.58 17.71 18.3 16.99 0.47 17.64 11-2012 11-2024
17.81 18.27 18.78 17.3 0.55 18.04 10-2012 10-2024
19.14 18.59 19.67 18.07 0.6 18.87 09-2012 09-2024
18.81 19.04 19.52 18.33 0.43 18.92 08-2012 08-2024
18.64 18.68 19.46 17.86 0.57 18.66 07-2012 07-2024
17.72 18.41 19.38 16.76 0.96 18.07 06-2012 06-2024
17.82 17.67 18.69 16.81 0.67 17.75 05-2012 05-2024
16.94 16.92 17.59 16.28 0.46 16.93 04-2012 04-2024
16.31 16.49 17.15 15.65 0.53 16.4 03-2012 03-2024
17.07 16.4 17.65 15.84 0.68 16.74 02-2012 02-2024
18.37 17.36 18.95 16.8 0.84 17.87 01-2012 01-2024
17.81 17.21 18.5 16.53 0.73 17.51 12-2011 12-2023
16.19 15.85 17.2 14.85 0.84 16.02 11-2011 11-2023
15.31 15.44 16.09 14.66 0.51 15.38 10-2011 10-2023
15.39 15.3 16.02 14.67 0.48 15.34 09-2011 09-2023
14.82 14.04 15.42 13.45 0.75 14.43 08-2011 08-2023
13.31 13.52 13.84 12.99 0.31 13.41 07-2011 07-2023
13.29 13.17 13.83 12.62 0.43 13.23 06-2011 06-2023
12.54 12.49 13.08 11.95 0.4 12.52 05-2011 05-2023
11.61 11.68 12.15 11.15 0.35 11.65 04-2011 04-2023
12.09 11.93 12.72 11.3 0.51 12.01 03-2011 03-2023
12.49 12.04 12.97 11.56 0.52 12.27 02-2011 02-2023
11.94 11.16 12.56 10.54 0.77 11.55 01-2011 01-2023
11.29 11.16 12.18 10.27 0.68 11.22 12-2010 12-2022
11.47 10.35 11.88 9.95 0.79 10.91 11-2010 11-2022
10.4 10.39 10.82 9.97 0.3 10.39 10-2010 10-2022
10.81 11 11.62 10.2 0.51 10.91 09-2010 09-2022
11.01 10.99 11.61 10.41 0.42 11 08-2010 08-2022
10.3 10.99 11.45 9.83 0.62 10.64 07-2010 07-2022
10.39 11.03 11.66 9.77 0.71 10.71 06-2010 06-2022
11.26 11.5 12.4 10.37 0.72 11.38 05-2010 05-2022
11.83 12.02 12.4 11.45 0.34 11.92 04-2010 04-2022
11.43 11.91 12.51 10.83 0.62 11.67 03-2010 03-2022
11.82 12.62 13.2 11.26 0.74 12.22 02-2010 02-2022
12.51 12.45 13.63 11.34 0.81 12.48 01-2010 01-2022
12.24 12.73 13.21 11.76 0.54 12.48 12-2009 12-2021
13.44 13.16 14.47 12.14 0.83 13.3 11-2009 11-2021
13.57 13.56 14.59 12.54 0.72 13.57 10-2009 10-2021
13.81 13.47 14.52 12.77 0.63 13.64 09-2009 09-2021
13.84 13.61 14.45 13 0.52 13.73 08-2009 08-2021
15.11 13.69 15.5 13.31 0.92 14.4 07-2009 07-2021
14.29 13.83 14.97 13.16 0.66 14.06 06-2009 06-2021
16.37 13.97 17.12 13.23 1.62 15.17 05-2009 05-2021
17.2 16.25 17.97 15.48 0.94 16.73 04-2009 04-2021
18.5 17.94 19.45 17 0.89 18.22 03-2009 03-2021
17.06 17.21 18.34 15.94 0.85 17.14 02-2009 02-2021
16.64 15.54 17.4 14.79 1 16.09 01-2009 01-2021
16.19 15.23 17.1 14.34 1.03 15.72 12-2008 12-2020
14.86 14.52 16.31 13.09 1.14 14.7 11-2008 11-2020
15.05 10.99 15.51 10.55 2.27 13.03 10-2008 10-2020
10.9 9.54 11.75 8.71 1.18 10.22 09-2008 09-2020
9.04 9.33 10.21 8.18 0.73 9.19 08-2008 08-2020
9.7 8.78 10.31 8.17 0.82 9.24 07-2008 07-2020
8.21 7.18 9.34 6.08 1.21 7.7 06-2008 06-2020
5.55 5.3 6.22 4.64 0.57 5.43 05-2008 05-2020
5.31 5.58 6.96 3.95 1.07 5.45 04-2008 04-2020
5.48 7.6 9.68 3.48 2.32 6.56 03-2008 03-2020
8.01 7.61 8.9 6.72 0.78 7.81 02-2008 02-2020
8.78 5.45 9.65 4.62 2.13 7.12 01-2008 01-2020
6.16 5.34 6.56 4.95 0.64 5.75 12-2007 12-2019
7.24 6.41 7.62 6.03 0.63 6.83 11-2007 11-2019
7.51 6.95 8.32 6.15 0.79 7.23 10-2007 10-2019
7.99 7.77 8.9 6.87 0.72 7.88 09-2007 09-2019
8.84 8.24 9.47 7.61 0.69 8.54 08-2007 08-2019
8.37 9 9.67 7.7 0.73 8.68 07-2007 07-2019
9.95 9.75 10.58 9.12 0.52 9.85 06-2007 06-2019
10.09 10.14 10.99 9.25 0.62 10.12 05-2007 05-2019
11.63 10.92 12.17 10.39 0.68 11.28 04-2007 04-2019
11.64 11.45 12.44 10.66 0.63 11.55 03-2007 03-2019
10.67 10.01 11.28 9.41 0.7 10.34 02-2007 02-2019
10.39 10.57 11.14 9.82 0.47 10.48 01-2007 01-2019
11.08 10.95 11.98 10.06 0.68 11.02 12-2006 12-2018
11.18 10.88 11.44 10.62 0.31 11.03 11-2006 11-2018
10.71 11.18 11.6 10.3 0.49 10.95 10-2006 10-2018
12.12 12.87 13.71 11.3 0.89 12.5 09-2006 09-2018
14.13 13.5 14.76 12.88 0.7 13.82 08-2006 08-2018
14.35 13.77 14.97 13.15 0.68 14.06 07-2006 07-2018
15.08 12.87 15.75 12.2 1.48 13.97 06-2006 06-2018
13.53 11.77 14.51 10.81 1.45 12.65 05-2006 05-2018
12.3 12.12 13.01 11.41 0.57 12.21 04-2006 04-2018
12.62 12.52 13.34 11.8 0.55 12.57 03-2006 03-2018
13.14 13.64 14.16 12.62 0.57 13.39 02-2006 02-2018
14.56 14.34 15.1 13.8 0.47 14.45 01-2006 01-2018
14.52 14.81 15.32 14.01 0.47 14.66 12-2005 12-2017
15.28 14.69 15.78 14.19 0.6 14.98 11-2005 11-2017
14.98 14.38 15.75 13.61 0.79 14.68 10-2005 10-2017
14.24 14.17 15.01 13.41 0.57 14.21 09-2005 09-2017
14.41 14.43 15.25 13.59 0.59 14.42 08-2005 08-2017
15.62 14.99 16.06 14.56 0.58 15.31 07-2005 07-2017
15.57 15.74 16.01 15.29 0.26 15.65 06-2005 06-2017
16.08 16.19 16.88 15.39 0.53 16.13 05-2005 05-2017
16.12 16.15 16.63 15.65 0.35 16.14 04-2005 04-2017
15.66 15.34 16.22 14.78 0.52 15.5 03-2005 03-2017

Rolling return for 15 year

Average return: 13.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.77 13.25 13.56 12.46 0.42 13.01 04-2010 04-2025
13.26 13.69 14.18 12.77 0.52 13.47 03-2010 03-2025
13.61 14.2 14.66 13.15 0.57 13.91 02-2010 02-2025
14.19 14.28 15.24 13.23 0.71 14.24 01-2010 01-2025
14.78 14.85 15.24 14.4 0.3 14.82 12-2009 12-2024
15.26 14.77 15.83 14.2 0.6 15.02 11-2009 11-2024
15.28 15.2 16.04 14.45 0.56 15.24 10-2009 10-2024
16.28 15.84 16.69 15.43 0.47 16.06 09-2009 09-2024
16.45 16.33 17.01 15.77 0.44 16.39 08-2009 08-2024
17.32 16.48 17.97 15.84 0.81 16.9 07-2009 07-2024
15.92 16.3 17.24 15 0.8 16.11 06-2009 06-2024
18.35 16.47 19.04 15.79 1.33 17.41 05-2009 05-2024
19.31 18.43 19.83 17.91 0.75 18.87 04-2009 04-2024
20.02 19.49 20.72 18.81 0.7 19.76 03-2009 03-2024
19.77 19.32 20.24 18.85 0.52 19.55 02-2009 02-2024
19.22 18.16 19.68 17.7 0.79 18.69 01-2009 01-2024
19.01 18.04 19.57 17.49 0.81 18.53 12-2008 12-2023
18.02 17.38 18.84 16.57 0.83 17.7 11-2008 11-2023
18.16 15.07 18.81 14.45 1.89 16.62 10-2008 10-2023
15.28 13.95 15.78 13.45 0.95 14.61 09-2008 09-2023
13.57 13.32 14.04 12.85 0.43 13.45 08-2008 08-2023
14.27 13.43 14.7 13 0.67 13.85 07-2008 07-2023
13.26 11.91 13.7 11.48 0.92 12.59 06-2008 06-2023
11.22 10.87 11.64 10.45 0.44 11.04 05-2008 05-2023
11.26 10.53 11.68 10.11 0.61 10.89 04-2008 04-2023
11.55 10.36 12.06 9.86 0.88 10.96 03-2008 03-2023
10.52 9.84 10.89 9.47 0.56 10.18 02-2008 02-2023
11.15 8.21 11.64 7.73 1.73 9.68 01-2008 01-2023
9.15 8.85 9.85 8.15 0.61 9 12-2007 12-2022
10.18 9.51 10.5 9.19 0.52 9.84 11-2007 11-2022
10.82 10.03 11.15 9.7 0.58 10.43 10-2007 10-2022
11.21 10.94 11.86 10.29 0.56 11.07 09-2007 09-2022
11.99 11.46 12.47 10.98 0.56 11.73 08-2007 08-2022
10.43 10.81 11.36 9.89 0.54 10.62 07-2007 07-2022
10.69 11.03 11.7 10.02 0.61 10.86 06-2007 06-2022
11.47 11.69 12.39 10.79 0.57 11.59 05-2007 05-2022
13.13 12.59 13.6 12.13 0.55 12.86 04-2007 04-2022
12.6 12.68 13.47 11.81 0.59 12.64 03-2007 03-2022
12.22 12.28 13.32 11.19 0.75 12.25 02-2007 02-2022
12.26 12.69 13.15 11.8 0.5 12.47 01-2007 01-2022
12.81 12.76 13.6 11.98 0.57 12.79 12-2006 12-2021
12.68 13.04 13.51 12.23 0.47 12.87 11-2006 11-2021
13.18 13.66 14 12.84 0.44 13.42 10-2006 10-2021
13.41 13.31 13.98 12.75 0.44 13.36 09-2006 09-2021
13.81 13.29 14.3 12.81 0.56 13.55 08-2006 08-2021
14.45 13.8 14.76 13.5 0.5 14.13 07-2006 07-2021
14.62 12.86 15.17 12.33 1.18 13.74 06-2006 06-2021
12.67 11.08 13.25 10.51 1.12 11.88 05-2006 05-2021
11.14 11.02 11.73 10.43 0.46 11.08 04-2006 04-2021
11.49 11.56 12.21 10.85 0.48 11.53 03-2006 03-2021
11.16 11.72 12.13 10.75 0.53 11.44 02-2006 02-2021
11.55 11.53 12.13 10.96 0.41 11.54 01-2006 01-2021
11.35 11.65 12.04 10.95 0.4 11.5 12-2005 12-2020
11.16 11.44 12.29 10.32 0.7 11.3 11-2005 11-2020
11.13 10.43 11.49 10.08 0.56 10.78 10-2005 10-2020
10.49 10.52 11.17 9.85 0.47 10.51 09-2005 09-2020
10.64 10.94 11.58 10 0.57 10.79 08-2005 08-2020
10.89 10.57 11.39 10.08 0.48 10.73 07-2005 07-2020
10.38 11.09 11.3 10.17 0.47 10.73 06-2005 06-2020
10.3 10.34 10.86 9.78 0.38 10.32 05-2005 05-2020
9.56 10.57 10.93 9.2 0.71 10.07 04-2005 04-2020
9.29 12.08 12.76 8.63 1.76 10.69 03-2005 03-2020