NIFTY MIDCAP 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.2
Weighted mean CAGR by duration 12.97
Mean CAGR 17.31
Standard deviation CAGR 7.88
Range for CAGR 21.05

Summary

Duration Min Max Median Average XIRR (%)
1 year -7.06 65.77 35.30 31.47
3 year 11.28 45.45 25.96 26.77
5 year 0.26 39.21 15.48 16.85
7 year 4.30 21.04 14.28 14.25
10 year 0.52 21.20 9.88 10.83
12 year 0.21 19.63 10.09 10.59
15 year 4.97 19.36 9.40 10.42

Rolling return for 1 year

Average return: 31.47
Min Max Min-Max Max-Min Standard Deviation Mean From To
-0.86 2.97 9.84 -7.06 6.13 1.22 04-2024 04-2025
3.41 5.91 16.3 -5.83 7.88 4.95 03-2024 03-2025
0.18 7.9 13.83 -5.04 7.21 4.22 02-2024 02-2025
9.67 19.41 26.04 3.91 8.55 14.76 01-2024 01-2025
27.61 26.3 35.53 18.92 5.89 27.09 12-2023 12-2024
35.08 31.16 45.4 21.85 8.44 33.37 11-2023 11-2024
41.02 44.89 57 30.15 9.6 43.27 10-2023 10-2024
45.6 44.76 53.01 37.75 5.4 45.28 09-2023 09-2024
48.01 48.68 58.72 38.64 7.11 48.51 08-2023 08-2024
51.29 54.12 65.35 41.01 8.67 52.94 07-2023 07-2024
39.23 56.08 65.77 31.1 13.63 48.05 06-2023 06-2024
51.76 55.89 65.43 43.01 8.06 54.02 05-2023 05-2024

Rolling return for 3 year

Average return: 26.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.95 19.31 22.05 15.3 2.43 18.65 04-2022 04-2025
22.19 22.13 27.07 17.44 3.41 22.21 03-2022 03-2025
22 21.08 27.31 16.04 4 21.61 02-2022 02-2025
21.45 22.13 27.21 16.6 3.76 21.85 01-2022 01-2025
26.05 23.92 28.61 21.46 2.64 25.01 12-2021 12-2024
22.95 20.98 26.01 18.04 2.9 22 11-2021 11-2024
22.97 22.66 27.45 18.35 3.22 22.86 10-2021 10-2024
29.44 27 31.6 24.91 2.52 28.24 09-2021 09-2024
29.92 28.88 32.99 25.91 2.53 29.42 08-2021 08-2024
27.45 29.32 31.29 25.55 2.13 28.4 07-2021 07-2024
23.13 27.36 30.5 20.16 3.95 25.29 06-2021 06-2024
27.39 27.19 31.11 23.59 2.66 27.32 05-2021 05-2024
28.39 26.77 31.18 24.08 2.57 27.6 04-2021 04-2024
25.67 25.05 29.65 21.21 2.99 25.4 03-2021 03-2024
31.12 26.56 33.48 24.32 3.62 28.87 02-2021 02-2024
30.02 27.97 32.38 25.69 2.47 29.02 01-2021 01-2024
31.79 30.26 34.92 27.24 2.77 31.05 12-2020 12-2023
33.44 29.93 38.1 25.54 4.61 31.75 11-2020 11-2023
33.56 34.81 37.18 31.25 2.14 34.2 10-2020 10-2023
36.88 34.68 39.43 32.22 2.67 35.8 09-2020 09-2023
35.64 32.06 38.63 29.21 3.56 33.88 08-2020 08-2023
35.33 35.5 38.54 32.36 2.19 35.43 07-2020 07-2023
36.46 33.35 39.22 30.7 3.21 34.93 06-2020 06-2023
37.99 36.67 40.75 34 2.43 37.35 05-2020 05-2023
40.76 33.71 43.58 31.08 5.07 37.28 04-2020 04-2023
42.11 23.74 45.45 20.9 10.84 33.05 03-2020 03-2023
22.9 20.55 25.14 18.39 2.53 21.75 02-2020 02-2023
21.95 20.46 24.3 18.18 2.23 21.22 01-2020 01-2023
22.86 24.35 26.44 20.82 2.06 23.62 12-2019 12-2022
23.34 22.92 25.15 21.14 1.43 23.14 11-2019 11-2022
25.06 23.12 27.56 20.7 2.52 24.11 10-2019 10-2022
25.11 24.31 29.04 20.53 3.02 24.75 09-2019 09-2022
25.68 25.13 28.11 22.75 1.91 25.42 08-2019 08-2022
19.53 18.19 24.65 13.34 4.03 18.93 07-2019 07-2022
13.78 16.11 18.72 11.28 2.76 14.97 06-2019 06-2022
16.98 17.61 21.75 13.01 3.1 17.34 05-2019 05-2022

Rolling return for 5 year

Average return: 16.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.36 31.4 37.14 28.74 3.15 32.91 04-2020 04-2025
35.98 26.35 39.21 23.41 6.54 31.24 03-2020 03-2025
24.49 24.88 27.71 21.73 2.12 24.7 02-2020 02-2025
25.16 26.29 28.69 22.83 2.11 25.74 01-2020 01-2025
28.34 28.6 29.9 27.06 1.01 28.48 12-2019 12-2024
26.93 27.43 28.81 25.56 1.16 27.18 11-2019 11-2024
29.48 29.51 32.29 26.75 1.96 29.51 10-2019 10-2024
31.48 29.85 32.79 28.57 1.6 30.67 09-2019 09-2024
30.8 30.79 32.65 28.97 1.3 30.8 08-2019 08-2024
29.3 27.48 31.62 25.23 2.35 28.41 07-2019 07-2024
22.95 25.64 27.32 21.33 2.32 24.31 06-2019 06-2024
24.67 24.24 26.84 22.11 1.68 24.46 05-2019 05-2024
22.6 22.68 24.2 21.11 1.09 22.65 04-2019 04-2024
22.66 22.55 24.98 20.28 1.66 22.62 03-2019 03-2024
24.95 24.31 26.29 22.99 1.19 24.63 02-2019 02-2024
23.04 22.53 24.37 21.21 1.13 22.79 01-2019 01-2024
22.28 21.45 24.02 19.75 1.54 21.88 12-2018 12-2023
18.56 20.21 21.02 17.76 1.29 19.39 11-2018 11-2023
20.31 19.86 22.26 17.95 1.53 20.1 10-2018 10-2023
19.53 16.95 20.86 15.67 2.05 18.25 09-2018 09-2023
16.4 15.98 17.93 14.47 1.23 16.2 08-2018 08-2023
16.49 16.62 18.14 14.99 1.11 16.56 07-2018 07-2023
15.01 14.73 16.4 13.35 1.08 14.87 06-2018 06-2023
13.09 11.77 14.44 10.45 1.49 12.44 05-2018 05-2023
11.11 10.4 12.44 9.09 1.21 10.76 04-2018 04-2023
11.31 10.95 12.87 9.41 1.23 11.13 03-2018 03-2023
11.73 10.31 12.95 9.12 1.44 11.03 02-2018 02-2023
9.54 9.16 10.8 7.91 1.03 9.35 01-2018 01-2023
10.43 10.35 12.35 8.47 1.37 10.4 12-2017 12-2022
11.19 10.81 12.16 9.85 0.83 11 11-2017 11-2022
11.73 11.07 13.07 9.75 1.2 11.4 10-2017 10-2022
11.96 12.13 14.06 10.06 1.42 12.05 09-2017 09-2022
12.97 12.22 14.28 10.94 1.21 12.6 08-2017 08-2022
9.8 11.21 12.6 8.45 1.55 10.52 07-2017 07-2022
9.52 11.22 12.35 8.42 1.51 10.38 06-2017 06-2022
11 11.56 13.69 8.92 1.7 11.29 05-2017 05-2022
13.02 13.15 14.58 11.62 1.05 13.09 04-2017 04-2022
12.15 13.26 14.85 10.6 1.55 12.71 03-2017 03-2022
13.92 15.4 17.4 11.98 1.99 14.67 02-2017 02-2022
16.74 17.69 19.62 14.85 1.72 17.23 01-2017 01-2022
17.62 18.18 20.27 15.58 1.67 17.91 12-2016 12-2021
17.96 16.94 20.88 14.12 2.42 17.48 11-2016 11-2021
15.48 17.06 18.17 14.41 1.44 16.28 10-2016 10-2021
14.4 15.32 16.87 12.88 1.45 14.87 09-2016 09-2021
14.61 14.85 16.79 12.71 1.45 14.74 08-2016 08-2021
16.17 15.86 17.22 14.82 0.86 16.02 07-2016 07-2021
17.07 16.95 18.79 15.25 1.25 17.02 06-2016 06-2021
15.57 16.32 17.69 14.23 1.25 15.95 05-2016 05-2021
15.1 15.49 17.48 13.15 1.54 15.3 04-2016 04-2021
18.77 17.57 21.38 15.05 2.28 18.19 03-2016 03-2021
17.7 17.45 21.51 13.76 2.74 17.61 02-2016 02-2021
15.36 13.23 17.73 10.95 2.51 14.32 01-2016 01-2021
10.9 11.62 13.27 9.29 1.43 11.27 12-2015 12-2020
8.24 10.27 12.27 6.31 2.23 9.27 11-2015 11-2020
7.31 6.91 8.44 5.8 0.94 7.12 10-2015 10-2020
8.36 8.53 10.63 6.29 1.54 8.45 09-2015 09-2020
8.19 6.53 11.39 3.47 2.86 7.39 08-2015 08-2020
4.79 4.56 6.19 3.18 1.07 4.68 07-2015 07-2020
4.19 4.77 6.92 2.1 1.72 4.5 06-2015 06-2020
1.94 2.04 3.75 0.26 1.23 2 05-2015 05-2020

Rolling return for 7 year

Average return: 14.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.99 15.17 16.69 13.5 1.13 15.09 04-2018 04-2025
15.66 16.18 17.62 14.25 1.21 15.93 03-2018 03-2025
15.87 16.03 18.01 13.93 1.44 15.96 02-2018 02-2025
15.07 16.13 17.37 13.84 1.3 15.6 01-2018 01-2025
17.45 16.96 18.47 15.96 0.9 17.21 12-2017 12-2024
16.9 17.12 18.14 15.89 0.8 17.01 11-2017 11-2024
18.29 18.59 20.12 16.79 1.18 18.45 10-2017 10-2024
19.74 19.13 20.59 18.29 0.84 19.44 09-2017 09-2024
19.84 19.48 21.04 18.29 0.98 19.66 08-2017 08-2024
18.99 19.44 20.51 17.94 0.92 19.22 07-2017 07-2024
17.03 19.12 19.98 16.19 1.53 18.08 06-2017 06-2024
17.92 17.78 19.38 16.34 1.08 17.86 05-2017 05-2024
17.28 17.32 18.37 16.24 0.75 17.3 04-2017 04-2024
17.7 18.11 19.29 16.54 0.98 17.91 03-2017 03-2024
19.49 18.93 20.41 18.03 0.86 19.21 02-2017 02-2024
19.8 19.33 20.72 18.41 0.83 19.56 01-2017 01-2024
19.76 19.47 20.97 18.27 0.96 19.62 12-2016 12-2023
17.77 16.73 19.52 15.02 1.63 17.26 11-2016 11-2023
15.3 15.85 16.62 14.53 0.76 15.57 10-2016 10-2023
16.54 16.35 17.46 15.43 0.72 16.45 09-2016 09-2023
16.6 16.3 17.7 15.21 0.89 16.45 08-2016 08-2023
16.4 16.6 17.58 15.43 0.76 16.5 07-2016 07-2023
16.7 16.4 17.71 15.41 0.82 16.55 06-2016 06-2023
15.9 15.91 16.88 14.93 0.69 15.91 05-2016 05-2023
15.24 14.81 16.22 13.84 0.86 15.03 04-2016 04-2023
16.96 15.47 18.13 14.33 1.44 16.22 03-2016 03-2023
17.9 15.96 18.81 15.07 1.49 16.93 02-2016 02-2023
16.47 14.21 17.43 13.28 1.67 15.35 01-2016 01-2023
14.69 14.9 16.11 13.49 0.93 14.8 12-2015 12-2022
15.34 14.58 16.06 13.87 0.82 14.96 11-2015 11-2022
14.43 14.24 15.41 13.28 0.76 14.34 10-2015 10-2022
15.73 15.67 17.27 14.15 1.1 15.7 09-2015 09-2022
16.07 13.36 17.03 12.43 1.89 14.72 08-2015 08-2022
12.2 12.98 14.24 10.97 1.19 12.6 07-2015 07-2022
12.47 12.89 14.54 10.85 1.31 12.69 06-2015 06-2022
12.87 13.46 14.81 11.54 1.17 13.17 05-2015 05-2022
14.31 13.44 15.42 12.34 1.13 13.88 04-2015 04-2022
12.29 12.59 14.21 10.69 1.25 12.45 03-2015 03-2022
12.57 13.52 15.01 11.1 1.42 13.05 02-2015 02-2022
13.73 14.21 15.74 12.24 1.25 13.98 01-2015 01-2022
14.42 13.93 16.26 12.13 1.47 14.19 12-2014 12-2021
13.65 14.73 15.65 12.74 1.1 14.19 11-2014 11-2021
15.33 15.78 17.24 13.9 1.19 15.56 10-2014 10-2021
13.84 13.71 15.59 11.99 1.27 13.78 09-2014 09-2021
13 13.42 14.53 11.91 0.94 13.21 08-2014 08-2021
13.71 12.17 14.45 11.44 1.2 12.94 07-2014 07-2021
12.82 12.06 14.01 10.9 1.13 12.45 06-2014 06-2021
14.85 11.92 16.35 10.47 2.32 13.4 05-2014 05-2021
14.61 15.06 16.3 13.39 1.04 14.84 04-2014 04-2021
17.07 16.54 18.9 14.75 1.48 16.81 03-2014 03-2021
16.29 18.14 18.97 15.48 1.4 17.22 02-2014 02-2021
16.13 15.72 17.83 14.05 1.34 15.93 01-2014 01-2021
13.95 14.48 15.68 12.77 1.05 14.22 12-2013 12-2020
12.39 14.37 15.37 11.42 1.56 13.39 11-2013 11-2020
13.48 12.55 14.33 11.71 0.98 13.02 10-2013 10-2020
13.89 13.78 15.59 12.1 1.23 13.84 09-2013 09-2020
13.97 14.79 16.37 12.42 1.43 14.39 08-2013 08-2020
12.74 11.96 13.82 10.91 1.07 12.36 07-2013 07-2020
11.06 10.86 13.13 8.83 1.52 10.97 06-2013 06-2020
7.83 7.9 9.2 6.55 0.94 7.87 05-2013 05-2020
6.85 8.55 10.16 5.29 1.82 7.71 04-2013 04-2020
6.25 11.78 13.88 4.3 3.91 9.05 03-2013 03-2020
12.23 11.54 14.04 9.76 1.53 11.89 02-2013 02-2020
10.72 10.73 12.22 9.25 1.05 10.73 01-2013 01-2020
10.12 10.13 10.91 9.35 0.55 10.13 12-2012 12-2019
11.31 11.05 12.17 10.19 0.71 11.18 11-2012 11-2019
10 10.48 11.68 8.81 1.03 10.24 10-2012 10-2019
11.03 10.69 12.82 8.94 1.38 10.87 09-2012 09-2019
10.87 10.82 11.99 9.71 0.81 10.85 08-2012 08-2019
11.32 12.16 13.88 9.63 1.53 11.75 07-2012 07-2019
13.85 13.06 14.93 11.99 1.08 13.46 06-2012 06-2019
12.82 12.33 14.51 10.68 1.37 12.58 05-2012 05-2019
12.24 11.8 13.23 10.82 0.87 12.02 04-2012 04-2019
11.1 11.24 12.67 9.69 1.05 11.18 03-2012 03-2019
11.13 9.77 12.4 8.53 1.45 10.46 02-2012 02-2019
14.84 12.87 16.07 11.67 1.7 13.86 01-2012 01-2019
14.65 13.91 16.38 12.22 1.49 14.29 12-2011 12-2018
14.45 12.2 15 11.66 1.42 13.33 11-2011 11-2018
11.57 11.78 13.16 10.22 1.04 11.68 10-2011 10-2018
11.91 13.2 14.57 10.57 1.49 12.56 09-2011 09-2018
13.31 11.97 14.67 10.64 1.5 12.65 08-2011 08-2018
10.06 10.38 11.08 9.36 0.62 10.22 07-2011 07-2018
10.93 10.55 12.08 9.42 0.95 10.74 06-2011 06-2018
10.64 11.45 12.52 9.58 1.08 11.05 05-2011 05-2018

Rolling return for 10 year

Average return: 10.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.39 15.17 16.58 13.99 0.92 15.28 04-2015 04-2025
15.17 15.37 16.53 14.02 0.89 15.27 03-2015 03-2025
15.32 15.74 16.8 14.27 0.91 15.53 02-2015 02-2025
16 16.53 17.62 14.92 0.97 16.27 01-2015 01-2025
17.79 16.84 18.51 16.14 0.9 17.32 12-2014 12-2024
16.37 16.57 17.23 15.71 0.54 16.47 11-2014 11-2024
17.57 17.8 18.84 16.55 0.81 17.69 10-2014 10-2024
18.31 17.55 18.9 16.96 0.74 17.93 09-2014 09-2024
17.83 17.85 18.66 17.03 0.58 17.84 08-2014 08-2024
17.67 17.06 18.72 16.02 0.98 17.37 07-2014 07-2024
15.82 16.45 17.86 14.44 1.23 16.14 06-2014 06-2024
18.48 16.3 19.5 15.3 1.67 17.39 05-2014 05-2024
18.58 18.45 19.35 17.69 0.59 18.52 04-2014 04-2024
19.59 19.03 20.71 17.92 1.01 19.31 03-2014 03-2024
20.55 20.61 21.2 19.96 0.44 20.58 02-2014 02-2024
20.14 19.27 20.79 18.62 0.83 19.7 01-2014 01-2024
19.03 19 19.88 18.16 0.61 19.02 12-2013 12-2023
18.33 18.83 19.56 17.61 0.71 18.58 11-2013 11-2023
19.17 18.81 20.13 17.86 0.81 18.99 10-2013 10-2023
20.34 19.68 21.01 19.02 0.74 20.01 09-2013 09-2023
20.08 19.71 20.87 18.93 0.7 19.9 08-2013 08-2023
19.09 18.56 19.93 17.73 0.8 18.83 07-2013 07-2023
18.14 17.18 18.85 16.47 0.91 17.66 06-2013 06-2023
16.11 15.83 16.8 15.15 0.59 15.97 05-2013 05-2023
16.06 15.56 16.75 14.87 0.69 15.81 04-2013 04-2023
15.94 15.24 16.75 14.44 0.85 15.59 03-2013 03-2023
15.33 14.17 15.96 13.55 0.95 14.75 02-2013 02-2023
13.98 13.56 14.63 12.91 0.63 13.77 01-2013 01-2023
13.79 14.22 14.78 13.24 0.57 14.01 12-2012 12-2022
14.79 14.48 15.29 13.98 0.48 14.63 11-2012 11-2022
14.31 14.13 14.99 13.45 0.55 14.22 10-2012 10-2022
15.08 14.62 16.15 13.56 0.93 14.85 09-2012 09-2022
15.12 14.93 15.78 14.27 0.54 15.02 08-2012 08-2022
13.72 13.94 15.16 12.51 0.94 13.83 07-2012 07-2022
13.83 13.96 15.29 12.52 0.98 13.9 06-2012 06-2022
14.06 13.89 15.43 12.54 1.02 13.98 05-2012 05-2022
14.15 13.91 14.93 13.14 0.64 14.03 04-2012 04-2022
12.65 12.98 13.99 11.64 0.84 12.82 03-2012 03-2022
13.4 13.23 15.12 11.54 1.27 13.32 02-2012 02-2022
16.35 15.5 17.78 14.1 1.34 15.93 01-2012 01-2022
16.33 15.87 17.63 14.59 1.09 16.1 12-2011 12-2021
15.91 15.33 17.33 13.93 1.22 15.62 11-2011 11-2021
15.19 15.53 16.53 14.21 0.83 15.37 10-2011 10-2021
13.67 13.92 14.89 12.72 0.77 13.8 09-2011 09-2021
13.21 12.39 14.28 11.34 1.08 12.8 08-2011 08-2021
11.86 11.86 12.36 11.36 0.35 11.86 07-2011 07-2021
11.98 11.73 12.81 10.91 0.68 11.86 06-2011 06-2021
10.67 10.93 11.68 9.92 0.63 10.8 05-2011 05-2021
9.73 10.18 10.86 9.06 0.66 9.96 04-2011 04-2021
10.76 11.05 11.96 9.85 0.75 10.91 03-2011 03-2021
10.17 10.47 11.95 8.72 1.15 10.33 02-2011 02-2021
8.99 8.14 10.1 7.05 1.12 8.57 01-2011 01-2021
7.1 6.93 8.23 5.81 0.86 7.02 12-2010 12-2020
5.42 5.42 7.37 3.51 1.36 5.43 11-2010 11-2020
4.17 4.15 4.72 3.6 0.4 4.16 10-2010 10-2020
4.42 4.65 5.51 3.56 0.69 4.54 09-2010 09-2020
4.3 5.26 5.83 3.74 0.81 4.78 08-2010 08-2020
4.15 4.32 4.84 3.63 0.43 4.24 07-2010 07-2020
3.73 4.36 5.08 3.02 0.76 4.05 06-2010 06-2020
3.15 2.76 4.06 1.86 0.79 2.96 05-2010 05-2020
1.17 2.81 3.36 0.64 1.12 2 04-2010 04-2020
1.22 5.52 6.25 0.52 2.53 3.38 03-2010 03-2020
6.23 6.71 7.43 5.52 0.7 6.47 02-2010 02-2020
6.64 6.07 7.65 5.08 0.93 6.36 01-2010 01-2020
5.95 5.89 6.48 5.36 0.4 5.92 12-2009 12-2019
7.16 6.31 7.74 5.73 0.77 6.73 11-2009 11-2019
5.95 5.74 7.08 4.62 0.87 5.85 10-2009 10-2019
6.12 6.27 7.32 5.09 0.79 6.2 09-2009 09-2019
6.89 6.42 7.64 5.67 0.72 6.65 08-2009 08-2019
8.83 8.16 10.58 6.45 1.48 8.51 07-2009 07-2019
9.24 8.42 9.97 7.71 0.85 8.84 06-2009 06-2019
12.59 9.4 13.76 8.27 2.24 11.01 05-2009 05-2019
15.32 13.26 16.03 12.57 1.42 14.29 04-2009 04-2019
16.65 15.79 17.8 14.66 1.15 16.22 03-2009 03-2019
15.16 14.73 16.07 13.82 0.81 14.95 02-2009 02-2019
15.07 13.16 15.93 12.32 1.44 14.12 01-2009 01-2019
14.96 13.78 16.17 12.6 1.33 14.38 12-2008 12-2018
15.4 13.02 15.79 12.64 1.4 14.21 11-2008 11-2018
14.96 9.99 16.11 8.9 3.1 12.49 10-2008 10-2018
10.47 9.24 12.29 7.46 1.76 9.87 09-2008 09-2018
9.08 8.85 9.99 7.94 0.73 8.96 08-2008 08-2018
10.23 8.57 10.95 7.87 1.24 9.41 07-2008 07-2018
9.31 6.93 10.1 6.16 1.63 8.12 06-2008 06-2018
6.74 6.85 8.01 5.59 0.86 6.8 05-2008 05-2018
7.97 7.06 8.96 6.09 1.06 7.52 04-2008 04-2018
8.44 6.5 9.37 5.59 1.5 7.47 03-2008 03-2018
6.71 5.98 7.98 4.73 1.18 6.35 02-2008 02-2018
9.17 3.52 9.99 2.75 3.25 6.36 01-2008 01-2018
4.17 3.78 5.1 2.86 0.8 3.98 12-2007 12-2017
5.11 4.25 5.75 3.62 0.81 4.68 11-2007 11-2017
5.76 4.69 6.71 3.76 1.11 5.23 10-2007 10-2017
6.27 5.82 7.18 4.92 0.81 6.05 09-2007 09-2017
7.06 6.75 8.03 5.79 0.8 6.91 08-2007 08-2017
6.33 6.3 6.99 5.64 0.48 6.31 07-2007 07-2017
7.05 6.58 7.58 6.05 0.57 6.81 06-2007 06-2017
7.21 7.3 8.23 6.29 0.69 7.26 05-2007 05-2017
9 8.02 9.69 7.34 0.9 8.51 04-2007 04-2017
8.5 8.33 9.26 7.58 0.6 8.42 03-2007 03-2017
6.96 6.2 7.88 5.29 0.95 6.58 02-2007 02-2017
5.24 5.59 6.1 4.74 0.5 5.42 01-2007 01-2017
5.48 5.19 6.4 4.27 0.76 5.34 12-2006 12-2016
5.11 6.32 6.87 4.57 0.92 5.72 11-2006 11-2016
6.94 7.03 7.44 6.53 0.32 6.99 10-2006 10-2016
7.37 7.17 8.09 6.46 0.58 7.27 09-2006 09-2016
7.91 7.58 8.82 6.68 0.77 7.75 08-2006 08-2016
8.45 7.91 9.09 7.28 0.67 8.18 07-2006 07-2016
8.22 6.43 9.06 5.6 1.38 7.33 06-2006 06-2016
5.46 3.52 6.08 2.91 1.31 4.49 05-2006 05-2016
3.85 3.77 4.75 2.89 0.66 3.81 04-2006 04-2016
3.04 3.94 4.7 2.29 0.91 3.49 03-2006 03-2016
3.25 4.54 5.02 2.77 0.92 3.9 02-2006 02-2016
4.83 6.08 6.89 4.04 1.1 5.46 01-2006 01-2016
6.54 6.79 7.32 6.01 0.47 6.67 12-2005 12-2015
7.35 7.14 8.32 6.18 0.76 7.25 11-2005 11-2015
7.97 6.83 8.74 6.07 1.03 7.4 10-2005 10-2015
5.99 6.14 7.02 5.13 0.67 6.07 09-2005 09-2015
6.16 7.96 8.56 5.58 1.23 7.07 08-2005 08-2015
8.64 8.18 9.48 7.35 0.77 8.41 07-2005 07-2015
8.43 9.09 9.53 7.99 0.59 8.76 06-2005 06-2015
9.41 9.51 10.32 8.61 0.61 9.46 05-2005 05-2015

Rolling return for 12 year

Average return: 10.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.55 17.55 18.56 16.55 0.71 17.55 04-2013 04-2025
17.76 17.63 18.91 16.49 0.86 17.7 03-2013 03-2025
17.18 16.91 18.44 15.67 0.98 17.05 02-2013 02-2025
16.52 16.96 17.88 15.62 0.81 16.75 01-2013 01-2025
17.37 17.48 17.96 16.89 0.38 17.43 12-2012 12-2024
17.57 17.6 18.29 16.88 0.5 17.59 11-2012 11-2024
17.73 18.04 18.79 16.99 0.65 17.89 10-2012 10-2024
19.13 18.31 19.63 17.82 0.7 18.72 09-2012 09-2024
18.78 18.74 19.47 18.05 0.5 18.76 08-2012 08-2024
18.48 18.31 19.36 17.43 0.68 18.39 07-2012 07-2024
17.56 18.14 19.28 16.43 1.03 17.85 06-2012 06-2024
17.62 17.15 18.47 16.31 0.78 17.39 05-2012 05-2024
16.45 16.21 17.08 15.59 0.53 16.33 04-2012 04-2024
15.78 15.82 16.69 14.92 0.63 15.8 03-2012 03-2024
16.69 15.61 17.21 15.09 0.84 16.15 02-2012 02-2024
18.19 16.8 18.72 16.28 0.99 17.5 01-2012 01-2024
17.77 16.99 18.47 16.31 0.81 17.38 12-2011 12-2023
16.14 15.47 17.14 14.48 0.97 15.81 11-2011 11-2023
15.13 15.08 15.91 14.31 0.57 15.11 10-2011 10-2023
15.03 14.75 15.56 14.22 0.48 14.89 09-2011 09-2023
14.59 13.62 15.21 13 0.85 14.11 08-2011 08-2023
12.69 12.94 13.36 12.28 0.39 12.82 07-2011 07-2023
12.61 12.27 13.18 11.71 0.53 12.44 06-2011 06-2023
11.65 11.58 12.21 11.03 0.42 11.62 05-2011 05-2023
10.69 10.67 11.24 10.12 0.4 10.68 04-2011 04-2023
11.06 10.94 11.7 10.3 0.5 11 03-2011 03-2023
11.51 10.78 12.01 10.28 0.66 11.14 02-2011 02-2023
10.65 9.52 11.18 9 0.87 10.09 01-2011 01-2023
9.85 9.54 10.64 8.75 0.68 9.7 12-2010 12-2022
9.88 8.62 10.29 8.23 0.85 9.25 11-2010 11-2022
8.68 8.73 9.22 8.19 0.36 8.71 10-2010 10-2022
9.18 9.27 10.03 8.43 0.57 9.23 09-2010 09-2022
9.33 9.36 9.86 8.84 0.36 9.35 08-2010 08-2022
8.5 9.18 9.64 8.04 0.61 8.84 07-2010 07-2022
8.54 9.07 9.7 7.92 0.66 8.81 06-2010 06-2022
9.25 9.19 10.34 8.11 0.79 9.22 05-2010 05-2022
9.58 9.72 10.21 9.1 0.4 9.65 04-2010 04-2022
9.21 9.66 10.3 8.58 0.63 9.44 03-2010 03-2022
9.63 10.39 11.01 9.01 0.76 10.01 02-2010 02-2022
10.35 10.12 11.48 9 0.88 10.24 01-2010 01-2022
9.88 10.39 10.91 9.37 0.57 10.14 12-2009 12-2021
11.11 11 12.24 9.87 0.84 11.05 11-2009 11-2021
10.97 10.87 12.04 9.81 0.79 10.92 10-2009 10-2021
10.41 10.49 11.4 9.52 0.67 10.46 09-2009 09-2021
10.73 10.55 11.6 9.68 0.68 10.64 08-2009 08-2021
12.41 10.76 12.83 10.35 1.05 11.59 07-2009 07-2021
11.38 10.74 12.06 10.07 0.74 11.06 06-2009 06-2021
13.9 11.09 14.77 10.25 1.88 12.5 05-2009 05-2021
15.17 13.84 16.16 12.88 1.25 14.51 04-2009 04-2021
16.92 16.3 17.98 15.26 0.99 16.61 03-2009 03-2021
15.34 15.75 16.88 14.22 0.95 15.55 02-2009 02-2021
14.77 13.43 15.74 12.47 1.25 14.1 01-2009 01-2021
14 13.03 15 12.04 1.1 13.52 12-2008 12-2020
12.55 11.99 14.27 10.3 1.42 12.28 11-2008 11-2020
12.85 8.34 13.35 7.87 2.51 10.6 10-2008 10-2020
8.2 6.66 9.14 5.74 1.32 7.44 09-2008 09-2020
6.13 6.49 7.43 5.21 0.8 6.32 08-2008 08-2020
7.16 5.83 7.75 5.24 1 6.5 07-2008 07-2020
5.63 4.2 6.77 3.08 1.4 4.92 06-2008 06-2020
2.54 2.37 3.3 1.62 0.6 2.46 05-2008 05-2020
2.26 2.58 4.1 0.77 1.18 2.43 04-2008 04-2020
2.46 4.35 6.68 0.21 2.38 3.42 03-2008 03-2020
5 4.35 5.99 3.38 0.95 4.68 02-2008 02-2020
6.34 1.9 7.17 1.1 2.66 4.13 01-2008 01-2020
2.42 1.77 2.85 1.34 0.58 2.09 12-2007 12-2019
3.38 2.62 3.85 2.16 0.66 3 11-2007 11-2019
3.77 3.04 4.69 2.13 0.94 3.41 10-2007 10-2019
4.26 4.13 5.24 3.16 0.74 4.2 09-2007 09-2019
5.18 4.75 5.8 4.14 0.61 4.97 08-2007 08-2019
4.65 5.49 6.06 4.09 0.76 5.07 07-2007 07-2019
6.43 6.19 7.03 5.61 0.51 6.32 06-2007 06-2019
6.43 6.59 7.35 5.67 0.6 6.51 05-2007 05-2019
8.32 7.49 8.88 6.94 0.75 7.91 04-2007 04-2019
8.11 8.22 8.99 7.34 0.58 8.16 03-2007 03-2019
6.94 6.25 7.65 5.55 0.78 6.6 02-2007 02-2019
6.35 6.58 7.01 5.92 0.39 6.46 01-2007 01-2019
6.8 6.71 7.74 5.78 0.69 6.76 12-2006 12-2018
6.83 6.67 7.13 6.37 0.27 6.75 11-2006 11-2018
6.39 6.92 7.27 6.05 0.47 6.66 10-2006 10-2018
7.7 8.41 9.19 6.94 0.83 8.06 09-2006 09-2018
9.39 9.11 10.16 8.36 0.64 9.25 08-2006 08-2018
9.7 9.3 10.3 8.71 0.58 9.5 07-2006 07-2018
10.26 8.69 10.92 8.03 1.16 9.47 06-2006 06-2018
8.23 7.1 9.3 6.05 1.22 7.67 05-2006 05-2018
7.29 7.28 8.11 6.46 0.58 7.29 04-2006 04-2018
7.44 7.55 8.21 6.79 0.5 7.5 03-2006 03-2018
7.95 8.6 9.02 7.53 0.57 8.28 02-2006 02-2018
9.45 9.44 10.13 8.76 0.48 9.45 01-2006 01-2018
9.57 9.94 10.39 9.12 0.47 9.75 12-2005 12-2017
10.32 9.86 10.87 9.31 0.58 10.09 11-2005 11-2017
10.11 9.31 10.93 8.5 0.9 9.71 10-2005 10-2017
9.05 9.08 9.83 8.31 0.54 9.07 09-2005 09-2017
8.98 9.3 9.81 8.48 0.48 9.14 08-2005 08-2017
10.21 9.69 10.78 9.12 0.62 9.95 07-2005 07-2017
10.3 10.4 10.77 9.93 0.3 10.35 06-2005 06-2017
10.74 10.94 11.62 10.07 0.55 10.84 05-2005 05-2017
11.01 10.93 11.59 10.35 0.44 10.97 04-2005 04-2017
10.48 10.18 11.13 9.54 0.57 10.33 03-2005 03-2017

Rolling return for 15 year

Average return: 10.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.21 11.57 11.97 10.81 0.43 11.39 04-2010 04-2025
11.69 12.05 12.57 11.17 0.51 11.87 03-2010 03-2025
12 12.45 12.95 11.49 0.54 12.22 02-2010 02-2025
12.49 12.42 13.53 11.39 0.76 12.46 01-2010 01-2025
12.94 12.97 13.4 12.52 0.31 12.96 12-2009 12-2024
13.38 12.93 13.94 12.37 0.58 13.15 11-2009 11-2024
13.27 13.13 14.09 12.33 0.62 13.2 10-2009 10-2024
13.98 13.61 14.36 13.24 0.42 13.8 09-2009 09-2024
14.33 13.99 14.86 13.46 0.51 14.16 08-2009 08-2024
15.27 14.25 15.95 13.58 0.91 14.76 07-2009 07-2024
13.63 13.88 14.96 12.57 0.85 13.76 06-2009 06-2024
16.48 14.14 17.15 13.48 1.54 15.31 05-2009 05-2024
17.7 16.32 18.21 15.82 0.98 17.01 04-2009 04-2024
18.62 18 19.36 17.27 0.77 18.31 03-2009 03-2024
18.33 17.83 18.76 17.42 0.51 18.09 02-2009 02-2024
17.67 16.2 18.09 15.78 0.97 16.94 01-2009 01-2024
17.35 16.28 17.91 15.74 0.86 16.82 12-2008 12-2023
16.44 15.37 17.25 14.58 1.02 15.91 11-2008 11-2023
16.72 13.18 17.35 12.58 2.1 14.96 10-2008 10-2023
13.41 11.76 13.83 11.34 1.06 12.59 09-2008 09-2023
11.47 11.17 11.95 10.69 0.46 11.32 08-2008 08-2023
12.28 11.19 12.81 10.67 0.85 11.74 07-2008 07-2023
11.18 9.47 11.62 9.03 1.1 10.32 06-2008 06-2023
8.82 8.46 9.25 8.03 0.45 8.64 05-2008 05-2023
9.01 8.17 9.44 7.74 0.67 8.59 04-2008 04-2023
9.39 7.97 9.9 7.47 1 8.68 03-2008 03-2023
8.36 7.4 8.75 7.01 0.7 7.88 02-2008 02-2023
9.29 5.37 9.71 4.97 2.17 7.33 01-2008 01-2023
6.21 5.93 6.83 5.32 0.54 6.07 12-2007 12-2022
7.1 6.39 7.41 6.08 0.53 6.75 11-2007 11-2022
7.72 6.77 8.14 6.35 0.72 7.24 10-2007 10-2022
8.14 7.88 8.81 7.22 0.57 8.01 09-2007 09-2022
8.99 8.55 9.41 8.13 0.48 8.77 08-2007 08-2022
7.47 7.91 8.38 7.01 0.51 7.69 07-2007 07-2022
7.86 8.11 8.78 7.19 0.57 7.98 06-2007 06-2022
8.46 8.7 9.33 7.84 0.53 8.58 05-2007 05-2022
10.33 9.7 10.83 9.2 0.62 10.02 04-2007 04-2022
9.7 9.95 10.58 9.08 0.54 9.83 03-2007 03-2022
9.23 9.18 10.33 8.09 0.79 9.21 02-2007 02-2022
8.94 9.48 9.83 8.59 0.48 9.21 01-2007 01-2022
9.38 9.35 10.19 8.54 0.58 9.37 12-2006 12-2021
9.23 9.75 10.13 8.86 0.49 9.49 11-2006 11-2021
9.72 10.28 10.56 9.44 0.44 10 10-2006 10-2021
9.66 9.82 10.45 9.04 0.5 9.74 09-2006 09-2021
10.1 9.95 10.79 9.27 0.54 10.03 08-2006 08-2021
10.97 10.5 11.3 10.16 0.44 10.73 07-2006 07-2021
11.09 9.83 11.63 9.29 0.94 10.46 06-2006 06-2021
8.73 7.62 9.39 6.97 0.94 8.18 05-2006 05-2021
7.48 7.54 8.21 6.81 0.5 7.51 04-2006 04-2021
8.04 8.3 8.83 7.52 0.47 8.17 03-2006 03-2021
7.86 8.68 9.01 7.52 0.6 8.27 02-2006 02-2021
8.23 8.41 8.96 7.68 0.46 8.32 01-2006 01-2021
7.98 8.38 8.74 7.62 0.42 8.18 12-2005 12-2020
7.64 8.17 8.97 6.86 0.77 7.91 11-2005 11-2020
7.75 6.86 8.13 6.48 0.66 7.3 10-2005 10-2020
6.78 6.93 7.52 6.19 0.47 6.86 09-2005 09-2020
6.84 7.48 7.88 6.44 0.56 7.16 08-2005 08-2020
7.34 6.96 7.82 6.49 0.49 7.15 07-2005 07-2020
6.99 7.63 7.92 6.71 0.48 7.31 06-2005 06-2020
6.86 6.96 7.49 6.34 0.41 6.91 05-2005 05-2020
6.07 7.08 7.6 5.57 0.8 6.58 04-2005 04-2020
5.72 8.45 9.19 5 1.77 7.09 03-2005 03-2020