NIFTY MIDCAP 150

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.92
Weighted mean CAGR by duration 15.81
Mean CAGR 19.22
Standard deviation CAGR 6.58
Range for CAGR 18.2

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.16 65.65 37.09 32.30
3 year 13.26 42.26 25.88 26.03
5 year 1.81 36.78 16.14 17.18
7 year 7.26 20.87 16.02 16.01
10 year 5.58 22.47 14.41 14.64
12 year 4.77 21.65 14.21 14.31
15 year 8.49 22.29 13.25 14.10

Rolling return for 1 year

Average return: 32.3
Min Max Min-Max Max-Min Standard Deviation Mean From To
-3.16 1.38 8.06 -9.16 6.3 -0.72 04-2024 04-2025
3.96 7.78 17.05 -4.28 7.67 6.13 03-2024 03-2025
1.72 9.56 16.22 -4.11 7.71 5.85 02-2024 02-2025
10.71 20.6 27.23 4.94 8.62 15.87 01-2024 01-2025
30.03 28.4 36.95 21.91 5.35 29.32 12-2023 12-2024
37.22 34.05 47.53 24.68 8.16 35.87 11-2023 11-2024
44.1 46.66 58.49 33.34 8.94 45.65 10-2023 10-2024
45.89 44.34 53.38 37.29 5.72 45.23 09-2023 09-2024
48.33 49.16 58.53 39.56 6.71 48.9 08-2023 08-2024
51.38 54.82 63.69 43.18 7.35 53.27 07-2023 07-2024
40.48 56 65.65 32.31 13.01 48.61 06-2023 06-2024
50.79 56.05 64.44 43.1 7.77 53.59 05-2023 05-2024

Rolling return for 3 year

Average return: 26.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.83 17.85 20.14 13.61 2.42 16.86 04-2022 04-2025
20.27 20.57 25.12 15.9 3.26 20.46 03-2022 03-2025
20.24 19.84 25.7 14.64 3.91 20.11 02-2022 02-2025
20.12 21.14 25.82 15.66 3.61 20.69 01-2022 01-2025
24.57 22.8 26.74 20.7 2.23 23.7 12-2021 12-2024
22.35 21.19 25.34 18.3 2.52 21.8 11-2021 11-2024
22.15 21.99 26.09 18.18 2.8 22.1 10-2021 10-2024
25.96 25.28 28.08 23.2 1.74 25.63 09-2021 09-2024
26.76 26.97 29.6 24.18 1.92 26.88 08-2021 08-2024
25.93 27.59 29.26 24.31 1.85 26.77 07-2021 07-2024
22.53 26.58 29.44 19.82 3.69 24.59 06-2021 06-2024
25.95 26.49 29.64 22.89 2.39 26.24 05-2021 05-2024
27.29 26.92 30.03 24.24 2.05 27.12 04-2021 04-2024
25.08 24.91 28.57 21.52 2.49 25.02 03-2021 03-2024
30.17 27.11 32.76 24.63 3.07 28.67 02-2021 02-2024
29.3 28.43 31.63 26.16 1.96 28.88 01-2021 01-2024
30.2 29.29 33.03 26.54 2.32 29.77 12-2020 12-2023
30.93 28.83 35.18 24.78 3.75 29.93 11-2020 11-2023
30.77 32.32 34.2 28.94 1.94 31.56 10-2020 10-2023
33.71 32.48 36.45 29.82 2.38 33.11 09-2020 09-2023
33.19 30.21 35.92 27.6 3.12 31.73 08-2020 08-2023
33.69 33.69 36.2 31.23 1.76 33.7 07-2020 07-2023
35.13 32.34 37.86 29.72 3.04 33.76 06-2020 06-2023
36.18 35.57 38.58 33.22 1.91 35.89 05-2020 05-2023
37.82 32.07 40.17 29.86 4.17 34.98 04-2020 04-2023
39.16 22.41 42.26 19.74 9.92 30.89 03-2020 03-2023
21.83 20.01 23.68 18.21 2.04 20.93 02-2020 02-2023
22.01 20.98 24.53 18.53 2.15 21.51 01-2020 01-2023
22.81 25.02 26.63 21.25 2.06 23.93 12-2019 12-2022
24.02 24.04 25.66 22.42 1.15 24.04 11-2019 11-2022
26.18 24.41 27.96 22.69 1.97 25.31 10-2019 10-2022
26.71 25.97 30.12 22.67 2.65 26.37 09-2019 09-2022
26.81 26.87 29.41 24.32 1.8 26.85 08-2019 08-2022
20.74 20.46 25.68 15.73 3.52 20.65 07-2019 07-2022
15.72 18.22 20.78 13.26 2.8 16.99 06-2019 06-2022
18.9 20.05 23.74 15.36 2.99 19.51 05-2019 05-2022

Rolling return for 5 year

Average return: 17.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.81 30.01 34.74 27.19 2.74 30.94 04-2020 04-2025
33.57 24.98 36.78 22.05 6.03 29.34 03-2020 03-2025
23.11 24.17 26.44 20.91 1.99 23.66 02-2020 02-2025
24.69 26 28.21 22.55 2.05 25.36 01-2020 01-2025
27.88 28.23 29.22 26.91 0.83 28.06 12-2019 12-2024
26.69 27.54 28.54 25.71 1.04 27.12 11-2019 11-2024
28.96 29.24 31.44 26.8 1.64 29.11 10-2019 10-2024
30.82 29.59 32.14 28.3 1.43 30.21 09-2019 09-2024
30.2 30.39 31.95 28.67 1.16 30.3 08-2019 08-2024
29.12 27.86 31.16 25.88 1.92 28.5 07-2019 07-2024
23.69 26.2 27.84 22.11 2.21 24.96 06-2019 06-2024
25.02 24.92 27.21 22.77 1.57 24.98 05-2019 05-2024
23.36 23.69 24.94 22.12 1 23.53 04-2019 04-2024
22.69 22.77 24.73 20.76 1.4 22.74 03-2019 03-2024
24.61 24.55 26.09 23.08 1.06 24.58 02-2019 02-2024
23.38 23.06 24.71 21.74 1.06 23.22 01-2019 01-2024
21.98 21.88 23.56 20.32 1.15 21.94 12-2018 12-2023
19.03 20.83 21.34 18.54 1.18 19.93 11-2018 11-2023
20.03 20.02 21.91 18.17 1.32 20.03 10-2018 10-2023
19.13 17.34 20.58 15.92 1.76 18.24 09-2018 09-2023
15.72 15.93 17.14 14.52 0.93 15.83 08-2018 08-2023
16.2 16.25 17.5 14.97 0.89 16.23 07-2018 07-2023
14.88 14.87 16.26 13.5 0.98 14.88 06-2018 06-2023
12.97 12.55 14.16 11.38 0.99 12.77 05-2018 05-2023
11.18 11.03 12.31 9.91 0.85 11.11 04-2018 04-2023
11.24 11.65 12.72 10.18 0.91 11.45 03-2018 03-2023
11.18 10.71 12.19 9.71 0.89 10.95 02-2018 02-2023
9.75 10 11.11 8.66 0.87 9.88 01-2018 01-2023
10.65 11.1 12.7 9.07 1.29 10.88 12-2017 12-2022
11.92 11.81 12.81 10.93 0.67 11.87 11-2017 11-2022
12.85 12.27 13.8 11.34 0.89 12.56 10-2017 10-2022
13.15 13.6 14.97 11.81 1.13 13.38 09-2017 09-2022
13.77 13.82 15.16 12.44 0.96 13.8 08-2017 08-2022
10.61 12.54 13.3 9.87 1.39 11.58 07-2017 07-2022
10.14 12.31 13 9.46 1.47 11.23 06-2017 06-2022
11.89 12.99 14.6 10.32 1.56 12.45 05-2017 05-2022
14.1 14.53 15.42 13.21 0.8 14.32 04-2017 04-2022
13.32 14.39 15.87 11.88 1.46 13.87 03-2017 03-2022
14.42 16.65 17.74 13.35 1.74 15.54 02-2017 02-2022
17.78 18.77 20.48 16.1 1.59 18.28 01-2017 01-2022
18.91 19.42 21.18 17.18 1.43 19.17 12-2016 12-2021
18.81 17.8 21.23 15.45 2.07 18.32 11-2016 11-2021
16.56 18.34 18.89 16.02 1.19 17.45 10-2016 10-2021
16.42 17.18 17.97 15.64 0.87 16.8 09-2016 09-2021
16.08 16.19 17.51 14.77 0.97 16.14 08-2016 08-2021
16.87 16.78 17.78 15.88 0.67 16.83 07-2016 07-2021
16.95 17.46 18.53 15.89 0.95 17.21 06-2016 06-2021
16.17 17.08 17.9 15.37 0.95 16.63 05-2016 05-2021
15.8 16.22 17.49 14.55 1.05 16.01 04-2016 04-2021
17.16 17.34 19.2 15.33 1.37 17.26 03-2016 03-2021
15.8 16.39 18.86 13.39 1.95 16.11 02-2016 02-2021
14.41 13.21 16.11 11.55 1.67 13.82 01-2016 01-2021
11.11 11.97 13.03 10.07 1.09 11.54 12-2015 12-2020
8.65 10.88 11.83 7.73 1.65 9.77 11-2015 11-2020
8.07 8.07 8.99 7.16 0.65 8.07 10-2015 10-2020
8.52 9.38 10.45 7.46 1.1 8.95 09-2015 09-2020
7.4 7.53 10.2 4.8 1.91 7.48 08-2015 08-2020
5.23 5.58 6.41 4.41 0.72 5.41 07-2015 07-2020
4.6 5.88 7.2 3.31 1.45 5.25 06-2015 06-2020
3.2 3.16 4.57 1.81 0.98 3.19 05-2015 05-2020

Rolling return for 7 year

Average return: 16.01
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.51 15.37 16.32 13.58 1.02 14.95 04-2018 04-2025
15.17 16.34 17.14 14.38 1.06 15.76 03-2018 03-2025
14.98 16.08 17.19 13.89 1.23 15.54 02-2018 02-2025
14.9 16.37 17.2 14.08 1.22 15.64 01-2018 01-2025
17.34 17.01 18.21 16.14 0.74 17.18 12-2017 12-2024
17.02 17.49 18.24 16.28 0.71 17.26 11-2017 11-2024
18.33 18.8 19.95 17.2 0.99 18.57 10-2017 10-2024
19.57 19.4 20.42 18.55 0.66 19.48 09-2017 09-2024
19.59 19.72 20.73 18.59 0.76 19.66 08-2017 08-2024
18.99 19.75 20.32 18.42 0.72 19.37 07-2017 07-2024
17.15 19.41 19.94 16.63 1.42 18.28 06-2017 06-2024
18.01 18.28 19.48 16.82 0.95 18.15 05-2017 05-2024
17.56 17.98 18.63 16.9 0.63 17.77 04-2017 04-2024
17.69 18 19.09 16.62 0.88 17.85 03-2017 03-2024
18.86 19.07 19.86 18.07 0.64 18.96 02-2017 02-2024
19.83 19.52 20.75 18.61 0.76 19.68 01-2017 01-2024
19.76 19.61 20.87 18.51 0.84 19.69 12-2016 12-2023
17.86 17.06 19.49 15.47 1.45 17.47 11-2016 11-2023
15.37 16.28 16.66 14.99 0.67 15.82 10-2016 10-2023
16.6 17.05 17.61 16.04 0.58 16.83 09-2016 09-2023
16.39 16.46 17.41 15.45 0.69 16.43 08-2016 08-2023
16.29 16.51 17.22 15.59 0.58 16.4 07-2016 07-2023
16.22 16.47 17.22 15.47 0.62 16.34 06-2016 06-2023
15.87 16.16 16.74 15.3 0.52 16.02 05-2016 05-2023
15.46 15.4 16.3 14.57 0.61 15.43 04-2016 04-2023
16.12 15.91 17.22 14.82 0.85 16.02 03-2016 03-2023
16.92 15.93 17.68 15.18 0.95 16.43 02-2016 02-2023
16 14.93 17.03 13.93 1.16 15.47 01-2016 01-2023
14.83 15.57 16.35 14.06 0.85 15.2 12-2015 12-2022
15.4 15.35 16.05 14.7 0.48 15.38 11-2015 11-2022
15.1 15.09 15.79 14.41 0.49 15.1 10-2015 10-2022
15.77 16.28 17.09 14.96 0.77 16.02 09-2015 09-2022
15.42 14.41 16.43 13.42 1.12 14.92 08-2015 08-2022
12.56 13.87 14.51 11.93 1.02 13.22 07-2015 07-2022
12.8 13.87 14.89 11.8 1.16 13.34 06-2015 06-2022
13.68 14.52 15.64 12.58 1.12 14.11 05-2015 05-2022
15.41 14.69 16.37 13.74 0.96 15.05 04-2015 04-2022
13 13.86 14.8 12.07 1.01 13.43 03-2015 03-2022
13.48 14.92 15.82 12.6 1.25 14.21 02-2015 02-2022
14.93 15.71 16.81 13.85 1.08 15.32 01-2015 01-2022
15.74 16.02 17.32 14.46 1.02 15.88 12-2014 12-2021
15.79 16.77 17.47 15.1 0.91 16.28 11-2014 11-2021
17.4 18.03 19.07 16.37 0.98 17.72 10-2014 10-2021
16.5 16.54 17.61 15.44 0.77 16.52 09-2014 09-2021
16.46 16.71 17.48 15.69 0.64 16.59 08-2014 08-2021
16.67 15.99 17.32 15.35 0.74 16.33 07-2014 07-2021
16.2 15.97 17.31 14.86 0.87 16.09 06-2014 06-2021
18.01 16.38 19.26 15.16 1.56 17.2 05-2014 05-2021
17.85 18.21 19.08 16.99 0.75 18.03 04-2014 04-2021
19.22 19.08 20.7 17.61 1.09 19.15 03-2014 03-2021
18.31 19.9 20.53 17.69 1.15 19.11 02-2014 02-2021
18.47 18.32 19.73 17.08 0.94 18.4 01-2014 01-2021
16.74 17.31 18.18 15.89 0.83 17.03 12-2013 12-2020
15.36 17.14 17.76 14.75 1.24 16.25 11-2013 11-2020
16.1 15.56 16.8 14.86 0.71 15.83 10-2013 10-2020
16.81 16.9 18.29 15.43 1.01 16.86 09-2013 09-2020
16.19 17.18 18.34 15.05 1.21 16.69 08-2013 08-2020
14.48 14.02 15.4 13.12 0.82 14.25 07-2013 07-2020
12.5 12.9 14.49 10.94 1.26 12.71 06-2013 06-2020
9.93 10.33 10.97 9.3 0.61 10.13 05-2013 05-2020
9.27 11.4 12.09 8.6 1.45 10.34 04-2013 04-2020
8.32 14.39 15.52 7.26 3.62 11.37 03-2013 03-2020
14.48 14.6 15.97 13.13 1 14.54 02-2013 02-2020
13.49 13.83 14.91 12.43 0.89 13.66 01-2013 01-2020
12.93 13.15 13.55 12.53 0.37 13.04 12-2012 12-2019
14.2 13.79 14.84 13.16 0.61 14 11-2012 11-2019
13.41 14.21 14.78 12.84 0.74 13.81 10-2012 10-2019
14.4 14.35 16 12.78 1.14 14.38 09-2012 09-2019
14.19 14.6 15.16 13.63 0.56 14.39 08-2012 08-2019
14.81 15.77 16.92 13.68 1.19 15.29 07-2012 07-2019
16.55 16.55 17.63 15.48 0.76 16.55 06-2012 06-2019
15.95 16.15 17.46 14.65 1 16.05 05-2012 05-2019
15.68 15.79 16.51 14.95 0.55 15.73 04-2012 04-2019
15.13 15.56 16.44 14.26 0.79 15.35 03-2012 03-2019
14.99 14.34 16.01 13.34 0.97 14.67 02-2012 02-2019
18.17 16.81 19.31 15.7 1.36 17.5 01-2012 01-2019
18.3 17.3 19.46 16.16 1.22 17.8 12-2011 12-2018
17.47 15.64 17.82 15.3 1.1 16.56 11-2011 11-2018
15.57 15.55 16.86 14.27 0.92 15.56 10-2011 10-2018
16.13 17.28 18.41 15.02 1.27 16.71 09-2011 09-2018
17.72 16.19 18.6 15.33 1.28 16.96 08-2011 08-2018
14.41 14.85 15.29 13.98 0.49 14.63 07-2011 07-2018
15.32 15.29 16.32 14.3 0.71 15.31 06-2011 06-2018
15.66 15.9 16.84 14.73 0.75 15.78 05-2011 05-2018

Rolling return for 10 year

Average return: 14.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.54 15.62 16.81 14.36 0.87 15.58 04-2015 04-2025
15.13 15.84 16.51 14.47 0.76 15.49 03-2015 03-2025
15.46 16.38 17.01 14.84 0.83 15.92 02-2015 02-2025
16.46 17.31 18.09 15.69 0.9 16.89 01-2015 01-2025
18.32 18.01 18.94 17.4 0.56 18.17 12-2014 12-2024
17.72 18.08 18.58 17.23 0.49 17.9 11-2014 11-2024
18.8 19.2 19.94 18.07 0.68 19 10-2014 10-2024
19.26 19.1 19.86 18.5 0.48 19.18 09-2014 09-2024
19.45 19.7 20.25 18.9 0.49 19.57 08-2014 08-2024
19.38 19.36 20.31 18.43 0.66 19.37 07-2014 07-2024
18.06 19.05 20.02 17.11 1.09 18.56 06-2014 06-2024
20.34 19.33 21.39 18.3 1.15 19.84 05-2014 05-2024
20.6 20.76 21.38 19.99 0.49 20.68 04-2014 04-2024
20.94 20.8 21.95 19.8 0.76 20.87 03-2014 03-2024
21.75 22.02 22.47 21.3 0.42 21.88 02-2014 02-2024
21.62 21.27 22.28 20.62 0.6 21.45 01-2014 01-2024
20.62 20.78 21.4 20.01 0.49 20.7 12-2013 12-2023
19.82 20.53 20.97 19.38 0.62 20.18 11-2013 11-2023
20.32 20.35 21.25 19.42 0.65 20.34 10-2013 10-2023
21.64 21.37 22.38 20.64 0.62 21.51 09-2013 09-2023
21.05 20.95 21.79 20.21 0.56 21 08-2013 08-2023
19.93 19.6 20.6 18.93 0.6 19.77 07-2013 07-2023
18.86 18.41 19.58 17.7 0.68 18.64 06-2013 06-2023
17.23 17.37 17.84 16.75 0.39 17.3 05-2013 05-2023
17.15 17.24 17.75 16.65 0.39 17.2 04-2013 04-2023
16.77 16.74 17.55 15.97 0.56 16.76 03-2013 03-2023
16.63 16.2 17.16 15.67 0.55 16.41 02-2013 02-2023
15.98 15.93 16.7 15.22 0.52 15.96 01-2013 01-2023
15.81 16.59 16.88 15.52 0.55 16.2 12-2012 12-2022
17.06 16.77 17.53 16.31 0.44 16.92 11-2012 11-2022
17.1 17.18 17.59 16.69 0.32 17.14 10-2012 10-2022
17.97 17.72 18.91 16.79 0.75 17.85 09-2012 09-2022
17.84 18.15 18.56 17.43 0.41 17.99 08-2012 08-2022
16.56 17.16 17.97 15.76 0.81 16.86 07-2012 07-2022
16.3 17.05 17.8 15.55 0.84 16.68 06-2012 06-2022
16.83 17.31 18.23 15.91 0.84 17.07 05-2012 05-2022
17.3 17.47 17.98 16.79 0.43 17.38 04-2012 04-2022
16.11 16.79 17.41 15.5 0.72 16.45 03-2012 03-2022
16.68 17.16 18.36 15.5 1.03 16.93 02-2012 02-2022
19.38 18.97 20.74 17.63 1.11 19.18 01-2012 01-2022
19.4 19.01 20.54 17.89 0.95 19.21 12-2011 12-2021
18.64 18.29 19.84 17.11 0.97 18.47 11-2011 11-2021
18.42 18.66 19.6 17.48 0.75 18.54 10-2011 10-2021
17.44 17.43 18.22 16.65 0.56 17.44 09-2011 09-2021
16.82 15.87 17.54 15.16 0.91 16.35 08-2011 08-2021
15.22 15.36 15.67 14.91 0.27 15.29 07-2011 07-2021
15.28 15.33 16.05 14.56 0.53 15.3 06-2011 06-2021
14.42 14.61 15.27 13.77 0.53 14.52 05-2011 05-2021
13.25 13.69 14.08 12.86 0.46 13.47 04-2011 04-2021
14.01 14.26 15 13.27 0.62 14.13 03-2011 03-2021
13.49 14.07 14.98 12.6 0.87 13.79 02-2011 02-2021
12.55 11.89 13.38 11.06 0.85 12.22 01-2011 01-2021
10.99 10.82 11.95 9.87 0.74 10.91 12-2010 12-2020
9.28 9.36 10.87 7.79 1.09 9.32 11-2010 11-2020
8.19 8.3 8.65 7.85 0.29 8.25 10-2010 10-2020
8.5 8.85 9.46 7.89 0.57 8.68 09-2010 09-2020
8.36 9.17 9.76 7.77 0.76 8.77 08-2010 08-2020
8.4 8.51 9.01 7.91 0.39 8.46 07-2010 07-2020
8.01 8.68 9.34 7.36 0.74 8.35 06-2010 06-2020
7.62 7.37 8.33 6.66 0.6 7.49 05-2010 05-2020
6.1 7.55 8.01 5.65 0.98 6.83 04-2010 04-2020
5.99 10.45 10.87 5.58 2.45 8.22 03-2010 03-2020
10.98 11.34 11.99 10.34 0.6 11.16 02-2010 02-2020
10.75 10.68 11.71 9.73 0.7 10.72 01-2010 01-2020
10.73 10.67 11.15 10.25 0.32 10.7 12-2009 12-2019
11.96 11 12.4 10.57 0.73 11.48 11-2009 11-2019
10.81 10.65 11.75 9.73 0.72 10.73 10-2009 10-2019
11.05 11.01 12.13 9.93 0.78 11.03 09-2009 09-2019
11.69 11.3 12.36 10.64 0.62 11.5 08-2009 08-2019
13.73 12.99 15.19 11.56 1.31 13.37 07-2009 07-2019
13.89 13.3 14.63 12.57 0.76 13.6 06-2009 06-2019
16.91 14.06 17.98 13.03 2.02 15.5 05-2009 05-2019
19.65 18.19 20.26 17.6 1.07 18.93 04-2009 04-2019
21.09 20.33 22.06 19.38 0.98 20.71 03-2009 03-2019
19.66 19.31 20.4 18.57 0.66 19.48 02-2009 02-2019
19.73 18.49 20.53 17.7 1.09 19.11 01-2009 01-2019
20.4 19.17 21.23 18.36 1.1 19.79 12-2008 12-2018
20.47 18.54 20.72 18.29 1.1 19.5 11-2008 11-2018
19.49 15.11 20.43 14.22 2.69 17.31 10-2008 10-2018
15.31 14.4 16.89 12.86 1.46 14.87 09-2008 09-2018
14.39 14.04 14.99 13.45 0.56 14.22 08-2008 08-2018
14.95 14.19 15.57 13.58 0.75 14.57 07-2008 07-2018
14.37 12.47 15.06 11.79 1.34 13.42 06-2008 06-2018
11.93 11.68 12.73 10.89 0.66 11.81 05-2008 05-2018
12.94 12.07 13.59 11.43 0.82 12.51 04-2008 04-2018
13.36 11.25 13.91 10.72 1.35 12.31 03-2008 03-2018
11.47 10.58 12.22 9.85 0.9 11.03 02-2008 02-2018
11.94 8.41 12.5 7.87 2.06 10.18 01-2008 01-2018
9.22 8.75 10 7.97 0.74 8.98 12-2007 12-2017
10.26 9.48 10.75 8.99 0.68 9.87 11-2007 11-2017
10.79 10.13 11.53 9.39 0.79 10.46 10-2007 10-2017
11.52 10.92 12.19 10.25 0.72 11.22 09-2007 09-2017
12.08 11.76 12.74 11.11 0.59 11.92 08-2007 08-2017
11.47 11.39 11.85 11.01 0.3 11.43 07-2007 07-2017
12.15 11.62 12.49 11.27 0.47 11.88 06-2007 06-2017
12.21 12.2 13 11.41 0.56 12.21 05-2007 05-2017
13.47 12.69 13.91 12.26 0.65 13.08 04-2007 04-2017
12.91 12.76 13.63 12.04 0.56 12.84 03-2007 03-2017
11.67 10.99 12.19 10.47 0.65 11.33 02-2007 02-2017
10.23 10.54 11.02 9.75 0.46 10.38 01-2007 01-2017
10.61 10.52 11.42 9.72 0.6 10.57 12-2006 12-2016
10.55 11.61 12.15 10.01 0.84 11.08 11-2006 11-2016
12.4 12.1 12.66 11.84 0.31 12.25 10-2006 10-2016
12.68 12.35 13.05 11.97 0.4 12.51 09-2006 09-2016
13.57 12.83 14.22 12.19 0.76 13.2 08-2006 08-2016
14.09 13.17 14.58 12.69 0.74 13.63 07-2006 07-2016
14.22 11.73 14.74 11.22 1.52 12.98 06-2006 06-2016
10.78 8.93 11.16 8.55 1.13 9.86 05-2006 05-2016
9.21 9.03 9.81 8.45 0.49 9.12 04-2006 04-2016
9.42 9.3 10.28 8.44 0.65 9.36 03-2006 03-2016
9.68 10.35 10.84 9.2 0.63 10.02 02-2006 02-2016
10.82 11.49 12.23 10.09 0.79 11.16 01-2006 01-2016
12.27 12.26 12.8 11.73 0.38 12.27 12-2005 12-2015
13.28 12.78 13.76 12.3 0.55 13.03 11-2005 11-2015
13.7 12.55 14.18 12.08 0.85 13.13 10-2005 10-2015
12.44 12.05 12.99 11.51 0.54 12.25 09-2005 09-2015
13.19 13.68 14.59 12.29 0.83 13.44 08-2005 08-2015
14.96 14.23 15.41 13.78 0.63 14.59 07-2005 07-2015
14.5 14.82 15.21 14.11 0.41 14.66 06-2005 06-2015
15.32 15.15 16.11 14.38 0.61 15.24 05-2005 05-2015

Rolling return for 12 year

Average return: 14.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.15 18.81 19.24 17.73 0.58 18.48 04-2013 04-2025
18.2 18.69 19.37 17.52 0.68 18.45 03-2013 03-2025
18 18.5 19.32 17.19 0.77 18.25 02-2013 02-2025
18.03 18.75 19.41 17.39 0.76 18.39 01-2013 01-2025
18.94 19.2 19.45 18.69 0.28 19.07 12-2012 12-2024
19.25 19.33 19.97 18.61 0.48 19.29 11-2012 11-2024
19.65 20.25 20.6 19.3 0.51 19.95 10-2012 10-2024
20.98 20.47 21.48 19.97 0.56 20.73 09-2012 09-2024
20.61 20.93 21.28 20.26 0.38 20.77 08-2012 08-2024
20.57 20.66 21.36 19.88 0.52 20.62 07-2012 07-2024
19.48 20.48 21.13 18.84 0.88 19.98 06-2012 06-2024
19.64 19.72 20.51 18.86 0.58 19.68 05-2012 05-2024
18.82 19.01 19.45 18.38 0.38 18.91 04-2012 04-2024
18.22 18.52 19.04 17.7 0.49 18.37 03-2012 03-2024
18.91 18.49 19.49 17.91 0.58 18.7 02-2012 02-2024
20.32 19.37 20.85 18.84 0.79 19.84 01-2012 01-2024
19.82 19.19 20.46 18.55 0.71 19.51 12-2011 12-2023
18.12 17.78 19.06 16.84 0.79 17.95 11-2011 11-2023
17.41 17.39 18.17 16.63 0.54 17.4 10-2011 10-2023
17.37 17.31 17.97 16.72 0.44 17.34 09-2011 09-2023
16.88 16.08 17.48 15.49 0.76 16.48 08-2011 08-2023
15.16 15.43 15.69 14.9 0.3 15.29 07-2011 07-2023
15.14 15.11 15.71 14.54 0.41 15.12 06-2011 06-2023
14.53 14.49 15.03 13.99 0.37 14.51 05-2011 05-2023
13.48 13.63 13.96 13.16 0.29 13.56 04-2011 04-2023
13.93 13.94 14.56 13.32 0.44 13.94 03-2011 03-2023
14.51 14.19 14.94 13.76 0.43 14.35 02-2011 02-2023
13.77 13.1 14.35 12.52 0.69 13.44 01-2011 01-2023
13.16 13.07 14.03 12.21 0.64 13.12 12-2010 12-2022
13.08 12.16 13.45 11.8 0.67 12.62 11-2010 11-2022
12.22 12.31 12.61 11.92 0.25 12.27 10-2010 10-2022
12.67 12.89 13.42 12.14 0.46 12.78 09-2010 09-2022
12.84 12.9 13.42 12.33 0.39 12.87 08-2010 08-2022
12.19 12.89 13.32 11.76 0.6 12.54 07-2010 07-2022
12.26 12.9 13.47 11.7 0.67 12.58 06-2010 06-2022
13.07 13.36 14.21 12.23 0.71 13.22 05-2010 05-2022
13.62 13.76 14.17 13.22 0.34 13.69 04-2010 04-2022
13.08 13.76 14.13 12.72 0.55 13.42 03-2010 03-2022
13.59 14.39 14.95 13.04 0.73 13.99 02-2010 02-2022
14.02 14.22 15.1 13.14 0.7 14.12 01-2010 01-2022
14.16 14.65 15.07 13.75 0.5 14.41 12-2009 12-2021
15.29 15.06 16.26 14.1 0.77 15.18 11-2009 11-2021
15.2 15.21 16.16 14.26 0.67 15.21 10-2009 10-2021
15.21 14.88 15.85 14.24 0.58 15.05 09-2009 09-2021
15.35 15.03 15.95 14.44 0.55 15.19 08-2009 08-2021
16.89 15.4 17.27 15.03 0.95 16.15 07-2009 07-2021
15.74 15.26 16.39 14.62 0.65 15.5 06-2009 06-2021
18.01 15.44 18.74 14.73 1.68 16.73 05-2009 05-2021
19.32 18.33 20.05 17.61 0.93 18.83 04-2009 04-2021
20.77 20.22 21.65 19.35 0.84 20.5 03-2009 03-2021
19.16 19.55 20.47 18.26 0.79 19.36 02-2009 02-2021
18.93 17.97 19.66 17.25 0.92 18.45 01-2009 01-2021
18.71 17.87 19.56 17.03 0.94 18.29 12-2008 12-2020
17.4 17.03 18.82 15.63 1.14 17.22 11-2008 11-2020
17.05 13.12 17.46 12.73 2.17 15.09 10-2008 10-2020
12.64 11.46 13.47 10.64 1.08 12.05 09-2008 09-2020
10.65 11.07 11.85 9.89 0.71 10.87 08-2008 08-2020
11.19 10.6 11.71 10.09 0.61 10.9 07-2008 07-2020
9.9 8.94 11.03 7.83 1.18 9.43 06-2008 06-2020
6.99 6.74 7.58 6.16 0.51 6.87 05-2008 05-2020
6.76 7.15 8.36 5.57 1 6.96 04-2008 04-2020
6.85 8.78 10.94 4.77 2.29 7.83 03-2008 03-2020
8.9 8.39 9.73 7.58 0.78 8.65 02-2008 02-2020
8.66 6.12 9.45 5.36 1.7 7.4 01-2008 01-2020
6.64 5.96 6.98 5.62 0.54 6.3 12-2007 12-2019
7.73 7.05 8.08 6.7 0.54 7.39 11-2007 11-2019
8.07 7.68 8.83 6.93 0.69 7.88 10-2007 10-2019
8.67 8.52 9.55 7.64 0.68 8.59 09-2007 09-2019
9.36 9.1 9.9 8.56 0.48 9.23 08-2007 08-2019
8.92 9.7 10.08 8.54 0.61 9.31 07-2007 07-2019
10.44 10.31 11.03 9.72 0.47 10.38 06-2007 06-2019
10.46 10.64 11.3 9.81 0.53 10.55 05-2007 05-2019
11.87 11.34 12.34 10.87 0.55 11.61 04-2007 04-2019
11.73 11.75 12.48 11.02 0.52 11.75 03-2007 03-2019
10.63 10.21 11.2 9.65 0.57 10.42 02-2007 02-2019
10.42 10.64 11.04 10.02 0.37 10.53 01-2007 01-2019
11.23 11.11 11.86 10.48 0.49 11.17 12-2006 12-2018
11.28 11.02 11.47 10.83 0.24 11.15 11-2006 11-2018
11.04 11.3 11.77 10.58 0.43 11.17 10-2006 10-2018
12.31 13 13.59 11.73 0.7 12.66 09-2006 09-2018
14.31 13.65 14.81 13.16 0.63 13.98 08-2006 08-2018
14.49 13.83 15 13.32 0.64 14.16 07-2006 07-2018
15.11 13.15 15.69 12.58 1.3 14.13 06-2006 06-2018
12.79 11.56 13.46 10.9 1 12.18 05-2006 05-2018
11.98 11.86 12.52 11.32 0.43 11.92 04-2006 04-2018
12.5 12.11 12.95 11.66 0.48 12.3 03-2006 03-2018
13.2 13.42 13.83 12.79 0.38 13.31 02-2006 02-2018
14.28 14.13 14.75 13.65 0.39 14.2 01-2006 01-2018
14.45 14.68 15.14 13.99 0.41 14.56 12-2005 12-2017
15.09 14.68 15.51 14.26 0.47 14.88 11-2005 11-2017
14.87 14.15 15.52 13.51 0.75 14.51 10-2005 10-2017
14.06 13.84 14.63 13.28 0.48 13.95 09-2005 09-2017
14.25 14.04 14.81 13.48 0.48 14.14 08-2005 08-2017
15.39 14.73 15.71 14.4 0.52 15.06 07-2005 07-2017
15.35 15.33 15.65 15.03 0.22 15.34 06-2005 06-2017
15.81 15.7 16.49 15.02 0.52 15.75 05-2005 05-2017
15.96 15.95 16.34 15.57 0.27 15.96 04-2005 04-2017

Rolling return for 15 year

Average return: 14.1
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.06 14.57 14.89 13.73 0.45 14.31 04-2010 04-2025
14.48 15.09 15.39 14.19 0.48 14.79 03-2010 03-2025
14.89 15.46 15.91 14.44 0.56 15.18 02-2010 02-2025
15.21 15.57 16.29 14.5 0.65 15.39 01-2010 01-2025
16.17 16.24 16.58 15.84 0.26 16.21 12-2009 12-2024
16.67 16.26 17.23 15.7 0.56 16.47 11-2009 11-2024
16.56 16.53 17.3 15.79 0.53 16.55 10-2009 10-2024
17.28 16.89 17.68 16.5 0.44 17.09 09-2009 09-2024
17.55 17.33 18.07 16.81 0.45 17.44 08-2009 08-2024
18.65 17.74 19.27 17.13 0.82 18.2 07-2009 07-2024
17.07 17.44 18.36 16.16 0.79 17.26 06-2009 06-2024
19.56 17.57 20.25 16.89 1.38 18.57 05-2009 05-2024
20.88 20 21.39 19.49 0.74 20.44 04-2009 04-2024
21.62 21.14 22.29 20.47 0.67 21.38 03-2009 03-2024
21.29 21.03 21.77 20.55 0.44 21.16 02-2009 02-2024
20.94 19.99 21.37 19.57 0.72 20.47 01-2009 01-2024
20.93 20.07 21.45 19.55 0.74 20.5 12-2008 12-2023
19.99 19.3 20.75 18.54 0.82 19.64 11-2008 11-2023
19.67 16.73 20.29 16.12 1.8 18.2 10-2008 10-2023
16.57 15.37 17.04 14.91 0.86 15.97 09-2008 09-2023
14.83 14.66 15.3 14.2 0.39 14.75 08-2008 08-2023
15.37 14.88 15.8 14.45 0.51 15.12 07-2008 07-2023
14.54 13.26 15 12.81 0.9 13.9 06-2008 06-2023
12.28 11.97 12.67 11.58 0.4 12.12 05-2008 05-2023
12.35 11.72 12.73 11.35 0.54 12.04 04-2008 04-2023
12.65 11.38 13.15 10.89 0.92 12.02 03-2008 03-2023
11.37 10.62 11.71 10.29 0.57 11 02-2008 02-2023
11.21 8.94 11.66 8.49 1.38 10.07 01-2008 01-2023
9.69 9.52 10.37 8.86 0.54 9.61 12-2007 12-2022
10.81 10.25 11.1 9.96 0.45 10.53 11-2007 11-2022
11.47 10.84 11.78 10.53 0.49 11.16 10-2007 10-2022
12.06 11.8 12.66 11.21 0.52 11.93 09-2007 09-2022
12.64 12.44 13.1 11.99 0.4 12.54 08-2007 08-2022
11.19 11.77 12.08 10.88 0.47 11.48 07-2007 07-2022
11.47 11.85 12.43 10.89 0.56 11.66 06-2007 06-2022
12.1 12.46 13 11.57 0.52 12.28 05-2007 05-2022
13.68 13.3 14.12 12.87 0.46 13.49 04-2007 04-2022
13.04 13.3 13.88 12.46 0.51 13.17 03-2007 03-2022
12.58 12.84 13.66 11.77 0.67 12.71 02-2007 02-2022
12.69 13.22 13.55 12.36 0.46 12.95 01-2007 01-2022
13.31 13.41 14.02 12.7 0.47 13.36 12-2006 12-2021
13.24 13.63 14 12.87 0.42 13.44 11-2006 11-2021
13.77 14.14 14.52 13.39 0.42 13.95 10-2006 10-2021
13.91 13.94 14.41 13.44 0.34 13.93 09-2006 09-2021
14.4 13.94 14.87 13.47 0.52 14.17 08-2006 08-2021
15.01 14.36 15.31 14.07 0.49 14.69 07-2006 07-2021
15.12 13.61 15.64 13.1 1.04 14.37 06-2006 06-2021
12.55 11.58 13.1 11.03 0.81 12.07 05-2006 05-2021
11.37 11.38 11.91 10.84 0.38 11.38 04-2006 04-2021
11.94 11.92 12.59 11.27 0.47 11.93 03-2006 03-2021
11.68 12.33 12.66 11.36 0.51 12.01 02-2006 02-2021
12.01 12.06 12.56 11.51 0.37 12.04 01-2006 01-2021
11.88 12.17 12.53 11.53 0.37 12.03 12-2005 12-2020
11.71 12.14 12.79 11.07 0.63 11.93 11-2005 11-2020
11.79 11.04 12.11 10.73 0.56 11.42 10-2005 10-2020
11.11 11.15 11.77 10.5 0.45 11.13 09-2005 09-2020
11.23 11.59 12.19 10.64 0.56 11.41 08-2005 08-2020
11.62 11.27 12.03 10.86 0.43 11.45 07-2005 07-2020
11.1 11.76 12.01 10.85 0.47 11.43 06-2005 06-2020
11.13 11.01 11.62 10.52 0.39 11.07 05-2005 05-2020
10.49 11.51 11.81 10.19 0.68 11 04-2005 04-2020