NIFTY MIDCAP150 QUALITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 6.01
Weighted mean CAGR by duration 16.52
Mean CAGR 17.26
Standard deviation CAGR 2.87
Range for CAGR 9.45

Summary

Duration Min Max Median Average XIRR (%)
1 year -7.53 48.04 27.15 24.07
3 year 4.76 30.51 15.55 15.95
5 year 5.20 25.56 14.86 14.62
7 year 8.90 21.06 15.89 15.85
10 year 9.82 25.87 16.90 17.00
12 year 11.27 24.54 16.66 16.77
15 year 12.80 22.20 16.08 16.57

Rolling return for 1 year

Average return: 24.07
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.38 2.84 8.57 -7.53 5.99 0.38 04-2024 04-2025
2.69 7.07 14.29 -3.79 6.58 5.06 03-2024 03-2025
0.09 9.53 14.32 -4.11 7.32 4.96 02-2024 02-2025
9.21 18.14 22.84 5.04 7.04 13.81 01-2024 01-2025
23.88 23.57 30.41 17.39 4.61 23.81 12-2023 12-2024
28.56 29.08 37.53 20.66 5.97 28.96 11-2023 11-2024
34.82 36.36 45.21 26.6 6.6 35.75 10-2023 10-2024
34.77 32.46 39.49 27.97 4.15 33.67 09-2023 09-2024
34.56 35.43 42.72 27.69 5.32 35.1 08-2023 08-2024
38.73 40.61 48.04 31.76 5.8 39.79 07-2023 07-2024
25.46 40.92 47.05 20.23 10.95 33.41 06-2023 06-2024
30.8 37.22 44.19 24.48 7.33 34.17 05-2023 05-2024

Rolling return for 3 year

Average return: 15.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.54 8.54 10.38 4.76 2.11 7.55 04-2022 04-2025
9.58 10.14 13.56 6.28 2.58 9.89 03-2022 03-2025
9.82 9.76 14.8 5 3.47 9.84 02-2022 02-2025
10.01 10.38 14.41 6.14 2.93 10.23 01-2022 01-2025
12.6 12.34 14.55 10.43 1.46 12.48 12-2021 12-2024
10.92 10.9 13.44 8.43 1.77 10.92 11-2021 11-2024
11.53 11.71 14.32 8.98 1.89 11.63 10-2021 10-2024
13.61 13.25 14.92 11.95 1.06 13.43 09-2021 09-2024
13.6 14.44 15.85 12.22 1.32 14.03 08-2021 08-2024
14.22 14.9 16.72 12.43 1.54 14.57 07-2021 07-2024
11.73 15.42 17.8 9.47 3.22 13.61 06-2021 06-2024
13.72 14.93 17.47 11.25 2.24 14.34 05-2021 05-2024
13.68 14.32 15.75 12.27 1.25 14 04-2021 04-2024
12.71 13.3 15.18 10.86 1.54 13.01 03-2021 03-2024
15.64 15.08 17.3 13.45 1.38 15.37 02-2021 02-2024
15.98 15.34 17.5 13.85 1.31 15.67 01-2021 01-2024
16.16 16.27 18.27 14.2 1.44 16.22 12-2020 12-2023
18.51 16.38 21.04 13.95 2.62 17.47 11-2020 11-2023
18.21 19.41 20.71 16.93 1.4 18.82 10-2020 10-2023
20.29 19.73 22.38 17.69 1.67 20.02 09-2020 09-2023
20.7 18.63 22.83 16.58 2.33 19.68 08-2020 08-2023
20.77 21.07 22.86 19.01 1.37 20.93 07-2020 07-2023
21.33 20.83 23.07 19.13 1.4 21.09 06-2020 06-2023
22.45 22.29 24.48 20.29 1.48 22.38 05-2020 05-2023
24.93 19.63 26.92 17.75 3.74 22.31 04-2020 04-2023
27.71 15.18 30.51 12.71 7.7 21.53 03-2020 03-2023
14.59 13.01 15.84 11.79 1.54 13.81 02-2020 02-2023
15.03 13.7 16.47 12.3 1.55 14.38 01-2020 01-2023
15.32 17.75 18.7 14.4 1.75 16.54 12-2019 12-2022
16.77 16.66 17.87 15.57 0.81 16.72 11-2019 11-2022
18.54 17.39 20.44 15.54 1.78 17.98 10-2019 10-2022
21.17 20.34 24.12 17.48 2.37 20.78 09-2019 09-2022
22.13 23.26 24.63 20.79 1.42 22.7 08-2019 08-2022
17.52 18.22 21.44 14.41 2.5 17.9 07-2019 07-2022
14.33 16.47 18.41 12.45 2.24 15.41 06-2019 06-2022
16.11 17.94 20.4 13.73 2.45 17.05 05-2019 05-2022

Rolling return for 5 year

Average return: 14.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.45 18.75 23.04 16.26 2.47 19.62 04-2020 04-2025
22.9 16.49 25.56 14.02 4.67 19.74 03-2020 03-2025
14.49 15.84 17.57 12.8 1.75 15.17 02-2020 02-2025
16.57 17.63 19.34 14.89 1.62 17.11 01-2020 01-2025
18.83 19.48 20.06 18.26 0.68 19.16 12-2019 12-2024
18.18 19.05 19.79 17.45 0.88 18.62 11-2019 11-2024
20.05 19.99 21.85 18.22 1.28 20.03 10-2019 10-2024
22.35 20.93 23.2 20.1 1.21 21.64 09-2019 09-2024
21.86 22.49 23.3 21.05 0.83 22.17 08-2019 08-2024
21.22 20.84 22.8 19.28 1.25 21.04 07-2019 07-2024
16.82 19.41 20.59 15.67 1.97 18.12 06-2019 06-2024
17.14 17.98 19.45 15.7 1.36 17.57 05-2019 05-2024
14.92 15.57 16.18 14.32 0.7 15.25 04-2019 04-2024
14.87 15.18 16.38 13.69 0.96 15.03 03-2019 03-2024
16.77 16.64 17.77 15.64 0.75 16.7 02-2019 02-2024
16 15.66 16.91 14.76 0.77 15.83 01-2019 01-2024
15.37 15.13 16.62 13.89 0.97 15.25 12-2018 12-2023
13.64 14.41 15.09 12.97 0.8 14.03 11-2018 11-2023
14.23 14.06 15.68 12.64 1.08 14.15 10-2018 10-2023
13.43 12.38 14.61 11.23 1.25 12.91 09-2018 09-2023
10.97 11.42 12.14 10.26 0.68 11.2 08-2018 08-2023
11.26 11.28 12.42 10.14 0.81 11.28 07-2018 07-2023
10.9 11.03 11.85 10.09 0.62 10.97 06-2018 06-2023
9.48 9.17 10.57 8.09 0.88 9.33 05-2018 05-2023
7.74 7.93 8.77 6.91 0.66 7.84 04-2018 04-2023
7.84 8.66 9.25 7.26 0.76 8.25 03-2018 03-2023
9.06 8.42 9.77 7.72 0.76 8.74 02-2018 02-2023
7.61 7.48 8.41 6.69 0.61 7.55 01-2018 01-2023
8.75 8.92 10.65 7.05 1.27 8.84 12-2017 12-2022
10.81 10.1 11.44 9.48 0.74 10.46 11-2017 11-2022
12.1 11.86 13.17 10.8 0.84 11.98 10-2017 10-2022
12.72 13.17 14.36 11.54 1.01 12.95 09-2017 09-2022
13.7 13.81 15.09 12.43 0.94 13.76 08-2017 08-2022
10.65 12.54 12.84 10.35 1.11 11.59 07-2017 07-2022
10.62 12.41 12.98 10.07 1.21 11.52 06-2017 06-2022
11.97 13.3 14.44 10.86 1.35 12.64 05-2017 05-2022
14.17 14.61 15.32 13.46 0.68 14.39 04-2017 04-2022
14.03 14.66 16.14 12.58 1.28 14.35 03-2017 03-2022
14.84 17.03 17.97 13.92 1.63 15.94 02-2017 02-2022
17.76 19.1 20.32 16.56 1.41 18.44 01-2017 01-2022
19.29 19.42 20.68 18.04 0.93 19.36 12-2016 12-2021
19.87 18.45 21.52 16.85 1.73 19.17 11-2016 11-2021
17.56 18.78 19.2 17.15 0.84 18.17 10-2016 10-2021
18.02 18.36 19.07 17.32 0.63 18.19 09-2016 09-2021
17.91 17.43 18.77 16.57 0.8 17.67 08-2016 08-2021
18.1 18.21 19.23 17.1 0.75 18.16 07-2016 07-2021
17.51 18.15 18.95 16.71 0.82 17.83 06-2016 06-2021
17.01 17.58 18.56 16.05 0.91 17.3 05-2016 05-2021
17.05 16.68 17.92 15.81 0.76 16.87 04-2016 04-2021
18.07 17.9 19.24 16.74 0.89 17.99 03-2016 03-2021
17.66 17.12 19.02 15.78 1.16 17.39 02-2016 02-2021
16.49 15.35 17.8 14.07 1.38 15.93 01-2016 01-2021
14.32 14.43 15.49 13.27 0.79 14.38 12-2015 12-2020
11.69 13.54 14.35 10.89 1.39 12.62 11-2015 11-2020
10.89 10.99 11.61 10.27 0.48 10.94 10-2015 10-2020
11.05 11.77 12.52 10.32 0.82 11.41 09-2015 09-2020
9.94 10 12.26 7.73 1.6 9.98 08-2015 08-2020
7.95 8.25 8.91 7.3 0.58 8.1 07-2015 07-2020
7.96 7.91 9.15 6.73 0.86 7.94 06-2015 06-2020
6.48 6.33 7.63 5.2 0.86 6.41 05-2015 05-2020

Rolling return for 7 year

Average return: 15.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.51 10.57 11.18 8.9 0.89 10.04 04-2018 04-2025
10.12 11.38 11.82 9.69 0.87 10.75 03-2018 03-2025
10.54 11.67 12.66 9.57 1.16 11.11 02-2018 02-2025
10.72 11.91 12.59 10.04 0.99 11.32 01-2018 01-2025
12.98 12.54 13.82 11.72 0.76 12.77 12-2017 12-2024
13.45 13.56 14.55 12.47 0.74 13.51 11-2017 11-2024
14.94 15.2 16.17 13.98 0.78 15.07 10-2017 10-2024
15.88 15.58 16.45 15.01 0.52 15.73 09-2017 09-2024
15.86 15.91 16.84 14.94 0.67 15.89 08-2017 08-2024
15.09 15.94 16.16 14.87 0.55 15.52 07-2017 07-2024
13.41 15.59 16.01 13 1.31 14.5 06-2017 06-2024
13.86 14.64 15.46 13.05 0.9 14.25 05-2017 05-2024
13.34 13.71 14.22 12.84 0.51 13.53 04-2017 04-2024
13.79 13.81 14.85 12.75 0.74 13.8 03-2017 03-2024
14.9 14.94 15.6 14.24 0.48 14.92 02-2017 02-2024
15.61 15.42 16.26 14.77 0.53 15.52 01-2017 01-2024
15.75 15.77 16.64 14.88 0.62 15.76 12-2016 12-2023
14.8 13.75 15.84 12.72 1.16 14.28 11-2016 11-2023
12.71 13.44 13.72 12.42 0.53 13.07 10-2016 10-2023
13.93 14.29 14.77 13.45 0.48 14.11 09-2016 09-2023
13.87 13.8 14.73 12.95 0.63 13.84 08-2016 08-2023
13.78 13.92 14.62 13.08 0.55 13.85 07-2016 07-2023
13.92 14.06 14.62 13.37 0.44 13.99 06-2016 06-2023
13.76 13.9 14.57 13.09 0.53 13.83 05-2016 05-2023
13.47 13.38 14.25 12.62 0.58 13.43 04-2016 04-2023
14.02 14.16 15.09 13.11 0.7 14.09 03-2016 03-2023
15.06 14.28 15.6 13.75 0.71 14.67 02-2016 02-2023
14.54 13.43 15.15 12.83 0.91 13.99 01-2016 01-2023
13.68 14.34 15.1 12.93 0.8 14.01 12-2015 12-2022
14.43 14.3 14.89 13.84 0.37 14.37 11-2015 11-2022
13.94 14.27 14.72 13.49 0.45 14.11 10-2015 10-2022
14.44 15.08 15.63 13.89 0.66 14.76 09-2015 09-2022
14.48 13.81 15.47 12.83 0.96 14.15 08-2015 08-2022
12.08 13.18 13.67 11.6 0.83 12.63 07-2015 07-2022
12.33 13.11 14.04 11.42 0.97 12.72 06-2015 06-2022
12.86 13.64 14.63 11.89 1.01 13.26 05-2015 05-2022
14.58 13.95 15.4 13.14 0.83 14.27 04-2015 04-2022
12.73 13.66 14.22 12.18 0.79 13.2 03-2015 03-2022
13.43 14.76 15.63 12.57 1.18 14.1 02-2015 02-2022
14.7 15.59 16.48 13.83 0.99 15.15 01-2015 01-2022
15.88 15.76 16.85 14.8 0.73 15.82 12-2014 12-2021
16.39 16.82 17.52 15.69 0.66 16.61 11-2014 11-2021
17.61 17.83 18.78 16.67 0.75 17.72 10-2014 10-2021
17.42 17.08 18.16 16.34 0.65 17.25 09-2014 09-2021
17.88 17.55 18.5 16.94 0.56 17.72 08-2014 08-2021
17.6 17.41 18.4 16.62 0.63 17.51 07-2014 07-2021
17.71 17.16 18.74 16.14 0.94 17.44 06-2014 06-2021
18.73 18.04 19.85 16.94 1.06 18.39 05-2014 05-2021
18.85 18.61 19.48 17.98 0.54 18.73 04-2014 04-2021
20.13 19.46 20.98 18.62 0.87 19.8 03-2014 03-2021
19.93 20.35 20.92 19.37 0.57 20.14 02-2014 02-2021
19.81 19.82 20.77 18.86 0.68 19.81 01-2014 01-2021
19.06 19.1 19.93 18.23 0.6 19.08 12-2013 12-2020
17.44 18.99 19.43 17 1.02 18.21 11-2013 11-2020
18.29 17.81 18.84 17.26 0.58 18.05 10-2013 10-2020
19.53 19.19 20.66 18.08 0.92 19.36 09-2013 09-2020
18.72 19.33 20.5 17.56 1.06 19.03 08-2013 08-2020
16.9 16.57 17.64 15.84 0.65 16.74 07-2013 07-2020
16.12 15.75 17.04 14.84 0.79 15.94 06-2013 06-2020
14.5 14.55 15.38 13.68 0.6 14.53 05-2013 05-2020
13.39 15.74 16.3 12.85 1.48 14.57 04-2013 04-2020
12.14 17.46 18.3 11.34 3.1 14.81 03-2013 03-2020
17.87 18.15 19.13 16.91 0.79 18.01 02-2013 02-2020
16.99 17.1 18.2 15.9 0.81 17.05 01-2013 01-2020
16.58 16.53 16.98 16.13 0.3 16.55 12-2012 12-2019
17.57 17.23 18.09 16.72 0.5 17.4 11-2012 11-2019
16.9 17.41 18.19 16.13 0.75 17.16 10-2012 10-2019
16.65 16.95 18.2 15.41 0.99 16.8 09-2012 09-2019
16.47 16.65 17.02 16.1 0.33 16.56 08-2012 08-2019
16.95 17.32 18.3 15.98 0.83 17.14 07-2012 07-2019
18.15 18.15 18.99 17.32 0.59 18.15 06-2012 06-2019
17.87 17.8 18.91 16.76 0.76 17.84 05-2012 05-2019
18.05 17.78 18.49 17.34 0.42 17.91 04-2012 04-2019
17.43 17.54 18.3 16.67 0.58 17.48 03-2012 03-2019
17.27 16.69 18.09 15.88 0.81 16.98 02-2012 02-2019
19.9 18.8 20.82 17.88 1.11 19.35 01-2012 01-2019
19.95 19.19 21.06 18.1 1.08 19.57 12-2011 12-2018
19.19 17.8 19.7 17.31 0.98 18.5 11-2011 11-2018
17.93 18.02 19.12 16.84 0.81 17.98 10-2011 10-2018
18.62 19.15 20.3 17.5 1.01 18.89 09-2011 09-2018
19.62 18.29 20.17 17.75 0.98 18.96 08-2011 08-2018
16.81 17.31 17.66 16.46 0.46 17.06 07-2011 07-2018
17.39 17.17 18.01 16.56 0.52 17.28 06-2011 06-2018
17.66 18.08 18.73 17.01 0.63 17.87 05-2011 05-2018

Rolling return for 10 year

Average return: 17
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.1 12.3 13.3 11.12 0.77 12.2 04-2015 04-2025
11.78 12.59 12.98 11.39 0.63 12.18 03-2015 03-2025
12.33 13.23 13.84 11.74 0.81 12.79 02-2015 02-2025
13.27 14 14.61 12.67 0.73 13.64 01-2015 01-2025
14.89 14.72 15.48 14.14 0.48 14.81 12-2014 12-2024
14.72 15.01 15.49 14.23 0.46 14.86 11-2014 11-2024
15.75 15.96 16.61 15.1 0.54 15.86 10-2014 10-2024
16.27 15.92 16.67 15.52 0.43 16.09 09-2014 09-2024
16.58 16.61 17.27 15.93 0.47 16.6 08-2014 08-2024
16.57 16.65 17.33 15.89 0.51 16.61 07-2014 07-2024
15.88 16.63 17.74 14.8 1.07 16.26 06-2014 06-2024
17.21 17.1 18.35 15.96 0.85 17.16 05-2014 05-2024
17.27 17.3 17.91 16.67 0.44 17.29 04-2014 04-2024
17.85 17.58 18.62 16.82 0.64 17.72 03-2014 03-2024
18.62 18.75 19.13 18.24 0.32 18.68 02-2014 02-2024
18.65 18.45 19.11 17.99 0.4 18.55 01-2014 01-2024
18.18 18.24 18.82 17.61 0.43 18.21 12-2013 12-2023
17.76 18.2 18.51 17.45 0.41 17.98 11-2013 11-2023
18.26 18.29 19.01 17.55 0.52 18.28 10-2013 10-2023
19.76 19.35 20.38 18.74 0.6 19.56 09-2013 09-2023
19.31 19.12 19.94 18.5 0.51 19.22 08-2013 08-2023
18.05 17.9 18.66 17.29 0.49 17.98 07-2013 07-2023
17.66 17.25 18.16 16.75 0.52 17.45 06-2013 06-2023
16.83 16.82 17.41 16.24 0.41 16.82 05-2013 05-2023
16.74 16.9 17.29 16.34 0.34 16.82 04-2013 04-2023
16.6 16.77 17.36 16.02 0.48 16.69 03-2013 03-2023
16.88 16.59 17.26 16.21 0.39 16.73 02-2013 02-2023
16.4 16.07 16.83 15.64 0.44 16.23 01-2013 01-2023
16.2 16.89 17.21 15.89 0.53 16.55 12-2012 12-2022
17.33 17.06 17.66 16.73 0.34 17.2 11-2012 11-2022
17.39 17.41 17.95 16.85 0.39 17.4 10-2012 10-2022
17.99 17.96 18.84 17.11 0.61 17.98 09-2012 09-2022
18.14 18.6 18.86 17.88 0.38 18.37 08-2012 08-2022
17.12 17.59 18.28 16.44 0.67 17.36 07-2012 07-2022
16.99 17.65 18.23 16.41 0.68 17.32 06-2012 06-2022
17.34 17.84 18.62 16.57 0.75 17.59 05-2012 05-2022
17.86 17.95 18.45 17.36 0.39 17.91 04-2012 04-2022
17 17.55 18.08 16.47 0.6 17.27 03-2012 03-2022
17.47 18.07 19.06 16.5 0.93 17.77 02-2012 02-2022
19.89 19.76 21.19 18.48 0.96 19.83 01-2012 01-2022
20.27 19.67 20.98 18.97 0.74 19.97 12-2011 12-2021
19.83 19.3 20.64 18.5 0.78 19.57 11-2011 11-2021
19.61 19.67 20.45 18.84 0.57 19.64 10-2011 10-2021
19.02 18.75 19.54 18.22 0.48 18.88 09-2011 09-2021
18.4 17.53 18.83 17.1 0.68 17.96 08-2011 08-2021
16.76 17.07 17.32 16.52 0.3 16.92 07-2011 07-2021
16.57 16.71 17.29 16 0.46 16.64 06-2011 06-2021
15.88 16.19 16.65 15.43 0.45 16.04 05-2011 05-2021
15.23 15.34 15.66 14.91 0.27 15.29 04-2011 04-2021
15.97 15.77 16.55 15.2 0.48 15.87 03-2011 03-2021
16.09 15.94 16.76 15.28 0.53 16.02 02-2011 02-2021
15.14 14.52 15.79 13.89 0.71 14.83 01-2011 01-2021
14 13.66 14.58 13.08 0.54 13.83 12-2010 12-2020
12.23 12.47 13.56 11.15 0.86 12.35 11-2010 11-2020
11.59 11.68 11.95 11.32 0.22 11.64 10-2010 10-2020
12.13 12.2 12.87 11.46 0.5 12.16 09-2010 09-2020
11.99 12.61 13.16 11.45 0.64 12.3 08-2010 08-2020
12.1 12.06 12.59 11.57 0.36 12.08 07-2010 07-2020
12.26 12.17 12.88 11.55 0.47 12.22 06-2010 06-2020
11.84 11.76 12.43 11.17 0.45 11.8 05-2010 05-2020
10.72 12.01 12.7 10.04 1.05 11.37 04-2010 04-2020
10.45 14.02 14.67 9.82 2.13 12.24 03-2010 03-2020
15.05 15.37 15.91 14.52 0.5 15.21 02-2010 02-2020
14.74 14.67 15.57 13.85 0.61 14.71 01-2010 01-2020
14.96 14.77 15.23 14.49 0.27 14.86 12-2009 12-2019
16.09 15.25 16.45 14.89 0.63 15.67 11-2009 11-2019
15.28 15.31 16.17 14.43 0.62 15.3 10-2009 10-2019
15.44 15.4 16.52 14.33 0.77 15.42 09-2009 09-2019
16.09 15.43 16.47 15.05 0.55 15.76 08-2009 08-2019
18.07 16.9 19.03 15.96 1.16 17.49 07-2009 07-2019
18.26 17.85 18.85 17.26 0.58 18.05 06-2009 06-2019
21.2 18.47 21.95 17.74 1.77 19.84 05-2009 05-2019
24.06 22.61 24.39 22.29 0.9 23.34 04-2009 04-2019
25.22 24.32 25.87 23.67 0.84 24.77 03-2009 03-2019
24.16 23.94 24.76 23.34 0.51 24.05 02-2009 02-2019
24.1 23.22 24.77 22.56 0.84 23.66 01-2009 01-2019
24.4 23.7 25.2 22.91 0.85 24.05 12-2008 12-2018
24.46 23.01 24.83 22.65 0.93 23.74 11-2008 11-2018
23.66 20.23 24.53 19.39 2.18 21.95 10-2008 10-2018
20.49 19.86 21.67 18.69 1.08 20.18 09-2008 09-2018
19.82 19.58 20.2 19.19 0.37 19.7 08-2008 08-2018
20.47 19.95 21.08 19.34 0.64 20.21 07-2008 07-2018
19.6 18.33 20.04 17.89 0.88 18.96 06-2008 06-2018
17.96 18.08 18.72 17.33 0.49 18.02 05-2008 05-2018
19.31 18.34 19.77 17.88 0.75 18.82 04-2008 04-2018
19.64 18.12 19.96 17.8 0.93 18.88 03-2008 03-2018
18.27 17.74 19.01 17.02 0.73 18.01 02-2008 02-2018
19.1 15.99 19.61 15.49 1.83 17.55 01-2008 01-2018
16.19 15.96 17.11 15.05 0.73 16.08 12-2007 12-2017
16.29 16.08 16.99 15.37 0.58 16.18 11-2007 11-2017
16.24 15.68 16.93 15 0.71 15.96 10-2007 10-2017
16.42 16.22 17.03 15.61 0.51 16.32 09-2007 09-2017
16.88 16.54 17.54 15.89 0.6 16.71 08-2007 08-2017
16.32 16.07 16.47 15.92 0.21 16.2 07-2007 07-2017
16.77 16.21 17.06 15.91 0.45 16.49 06-2007 06-2017
16.8 16.67 17.38 16.09 0.46 16.73 05-2007 05-2017
17.81 17.19 18.17 16.83 0.52 17.5 04-2007 04-2017
17.33 17.31 18.09 16.56 0.54 17.32 03-2007 03-2017
16.16 15.68 16.63 15.22 0.53 15.92 02-2007 02-2017
15.38 15.3 15.97 14.71 0.45 15.34 01-2007 01-2017
15.78 15.54 16.39 14.93 0.52 15.66 12-2006 12-2016
15.49 16.57 16.97 15.09 0.77 16.03 11-2006 11-2016
17.15 16.79 17.35 16.59 0.3 16.97 10-2006 10-2016
17.31 17 17.66 16.65 0.37 17.16 09-2006 09-2016
18.07 17.53 18.74 16.86 0.69 17.8 08-2006 08-2016
18.37 17.87 18.88 17.37 0.56 18.12 07-2006 07-2016
18.81 16.44 19.21 16.04 1.4 17.62 06-2006 06-2016
15.48 13.81 15.95 13.34 1.1 14.64 05-2006 05-2016
13.85 13.9 14.45 13.3 0.41 13.88 04-2006 04-2016
14.25 13.85 14.9 13.21 0.61 14.05 03-2006 03-2016
14.43 14.96 15.35 14.04 0.5 14.7 02-2006 02-2016
15.24 15.82 16.46 14.61 0.69 15.53 01-2006 01-2016
16.54 16.51 17.08 15.97 0.39 16.52 12-2005 12-2015
17.56 17.03 17.98 16.61 0.52 17.3 11-2005 11-2015
18.35 17.26 18.68 16.94 0.73 17.81 10-2005 10-2015
17.53 17.17 17.92 16.78 0.42 17.35 09-2005 09-2015
18.46 18.8 19.67 17.6 0.74 18.63 08-2005 08-2015
20.06 19.34 20.43 18.98 0.57 19.7 07-2005 07-2015
19.72 20.05 20.41 19.36 0.39 19.88 06-2005 06-2015
20.63 20.32 21.37 19.59 0.64 20.48 05-2005 05-2015

Rolling return for 12 year

Average return: 16.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.28 16.99 17.32 15.96 0.54 16.64 04-2013 04-2025
16.5 17.06 17.55 16.02 0.58 16.78 03-2013 03-2025
16.45 17.18 17.75 15.89 0.71 16.82 02-2013 02-2025
16.81 17.32 17.96 16.18 0.65 17.07 01-2013 01-2025
17.51 17.75 18.02 17.25 0.29 17.63 12-2012 12-2024
17.82 17.99 18.49 17.32 0.42 17.91 11-2012 11-2024
18.2 18.48 18.94 17.75 0.43 18.34 10-2012 10-2024
18.99 18.6 19.33 18.26 0.4 18.8 09-2012 09-2024
18.68 19.05 19.27 18.47 0.31 18.87 08-2012 08-2024
18.71 18.77 19.35 18.13 0.43 18.74 07-2012 07-2024
17.6 18.67 19.16 17.11 0.82 18.14 06-2012 06-2024
17.56 17.88 18.52 16.92 0.58 17.72 05-2012 05-2024
16.74 16.85 17.27 16.33 0.33 16.8 04-2012 04-2024
16.36 16.55 16.99 15.92 0.38 16.45 03-2012 03-2024
17.06 16.67 17.48 16.25 0.46 16.87 02-2012 02-2024
18.26 17.48 18.64 17.1 0.61 17.87 01-2012 01-2024
18.02 17.48 18.55 16.95 0.6 17.75 12-2011 12-2023
16.85 16.38 17.47 15.77 0.62 16.62 11-2011 11-2023
16.37 16.36 16.98 15.75 0.43 16.37 10-2011 10-2023
16.43 16.28 16.93 15.78 0.41 16.36 09-2011 09-2023
15.93 15.38 16.44 14.87 0.59 15.66 08-2011 08-2023
14.47 14.76 14.96 14.26 0.27 14.61 07-2011 07-2023
14.64 14.57 15.05 14.17 0.31 14.61 06-2011 06-2023
14.18 14.28 14.65 13.81 0.3 14.23 05-2011 05-2023
13.46 13.64 13.91 13.2 0.26 13.55 04-2011 04-2023
13.98 13.96 14.6 13.35 0.44 13.97 03-2011 03-2023
14.84 14.48 15.15 14.17 0.37 14.66 02-2011 02-2023
14.23 13.54 14.58 13.19 0.55 13.88 01-2011 01-2023
13.68 13.74 14.5 12.92 0.56 13.71 12-2010 12-2022
13.73 13.09 14 12.82 0.47 13.41 11-2010 11-2022
13.25 13.47 13.71 13.02 0.26 13.36 10-2010 10-2022
13.93 14.05 14.62 13.36 0.45 13.99 09-2010 09-2022
14.31 14.42 14.89 13.85 0.37 14.37 08-2010 08-2022
13.86 14.34 14.8 13.41 0.52 14.1 07-2010 07-2022
14.15 14.55 15.15 13.54 0.59 14.35 06-2010 06-2022
14.75 15.22 15.8 14.18 0.6 14.99 05-2010 05-2022
15.79 15.68 16.27 15.2 0.38 15.73 04-2010 04-2022
15.71 16.04 16.6 15.16 0.52 15.88 03-2010 03-2022
16.16 17.02 17.47 15.71 0.69 16.59 02-2010 02-2022
16.72 17.01 17.77 15.96 0.65 16.87 01-2010 01-2022
17.16 17.34 17.73 16.77 0.35 17.25 12-2009 12-2021
18.3 17.94 18.97 17.28 0.61 18.12 11-2009 11-2021
18.22 18.17 18.91 17.49 0.5 18.2 10-2009 10-2021
18.75 18.23 19.18 17.79 0.52 18.49 09-2009 09-2021
19.1 18.57 19.47 18.21 0.48 18.84 08-2009 08-2021
20.37 19.04 20.84 18.57 0.93 19.7 07-2009 07-2021
19.34 19.11 19.95 18.5 0.52 19.23 06-2009 06-2021
21.41 19.17 22.08 18.52 1.49 20.29 05-2009 05-2021
22.82 21.74 23.21 21.36 0.76 22.28 04-2009 04-2021
24.02 23.25 24.54 22.74 0.69 23.64 03-2009 03-2021
23.2 23.11 23.79 22.52 0.45 23.16 02-2009 02-2021
22.72 22.01 23.29 21.44 0.7 22.37 01-2009 01-2021
22.64 21.93 23.16 21.41 0.67 22.29 12-2008 12-2020
21.31 21.02 22.5 19.83 0.95 21.16 11-2008 11-2020
20.99 17.83 21.32 17.51 1.75 19.41 10-2008 10-2020
17.54 16.72 18.19 16.08 0.8 17.13 09-2008 09-2020
15.83 16.34 16.84 15.33 0.56 16.09 08-2008 08-2020
16.47 15.99 16.9 15.57 0.5 16.23 07-2008 07-2020
15.47 14.63 16.01 14.1 0.74 15.05 06-2008 06-2020
13.29 13.29 13.8 12.79 0.36 13.29 05-2008 05-2020
13.04 13.58 14.72 11.91 1.01 13.31 04-2008 04-2020
12.72 14.8 16.29 11.27 1.92 13.77 03-2008 03-2020
15.25 14.94 15.97 14.23 0.62 15.1 02-2008 02-2020
15.16 12.93 15.86 12.25 1.5 14.05 01-2008 01-2020
13.24 12.54 13.47 12.31 0.48 12.89 12-2007 12-2019
13.85 13.4 14.15 13.11 0.4 13.63 11-2007 11-2019
13.94 13.65 14.67 12.92 0.63 13.79 10-2007 10-2019
13.72 13.94 14.61 13.07 0.55 13.84 09-2007 09-2019
14.28 13.79 14.6 13.47 0.44 14.04 08-2007 08-2019
13.63 14.06 14.39 13.3 0.41 13.85 07-2007 07-2019
14.77 14.54 15.25 14.07 0.43 14.66 06-2007 06-2019
14.94 14.94 15.53 14.35 0.42 14.94 05-2007 05-2019
16.37 15.82 16.63 15.57 0.42 16.1 04-2007 04-2019
16.27 16.14 16.78 15.64 0.41 16.21 03-2007 03-2019
15.17 14.85 15.63 14.39 0.45 15.01 02-2007 02-2019
15.26 15.22 15.78 14.7 0.38 15.24 01-2007 01-2019
15.93 15.84 16.56 15.22 0.47 15.89 12-2006 12-2018
15.86 15.81 16.15 15.52 0.22 15.83 11-2006 11-2018
15.75 15.96 16.42 15.29 0.41 15.86 10-2006 10-2018
16.96 17.36 17.91 16.41 0.55 17.16 09-2006 09-2018
18.63 17.93 18.95 17.62 0.53 18.28 08-2006 08-2018
18.69 18.35 19.2 17.85 0.49 18.52 07-2006 07-2018
19.31 17.35 19.68 16.99 1.18 18.33 06-2006 06-2018
17.04 15.85 17.67 15.24 0.96 16.45 05-2006 05-2018
16.27 16.18 16.64 15.8 0.3 16.22 04-2006 04-2018
16.9 16.27 17.16 16.01 0.46 16.59 03-2006 03-2018
17.12 17.39 17.72 16.79 0.34 17.26 02-2006 02-2018
18.16 18.04 18.58 17.62 0.34 18.1 01-2006 01-2018
18.23 18.52 19.01 17.74 0.46 18.38 12-2005 12-2017
18.61 18.4 19.21 17.81 0.5 18.51 11-2005 11-2017
18.41 17.8 18.99 17.22 0.66 18.11 10-2005 10-2017
17.75 17.64 18.26 17.12 0.4 17.69 09-2005 09-2017
18.12 17.96 18.68 17.41 0.45 18.04 08-2005 08-2017
19.33 18.57 19.46 18.44 0.45 18.95 07-2005 07-2017
19.22 19.17 19.47 18.92 0.2 19.2 06-2005 06-2017
19.7 19.33 20.19 18.84 0.49 19.52 05-2005 05-2017
19.81 19.67 20.12 19.36 0.27 19.74 04-2005 04-2017

Rolling return for 15 year

Average return: 16.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.87 14.22 14.68 13.41 0.47 14.04 04-2010 04-2025
14.46 14.84 15.27 14.02 0.46 14.65 03-2010 03-2025
14.86 15.53 15.89 14.51 0.54 15.2 02-2010 02-2025
15.35 15.65 16.25 14.75 0.54 15.5 01-2010 01-2025
16.23 16.32 16.63 15.92 0.25 16.27 12-2009 12-2024
16.78 16.5 17.31 15.98 0.48 16.64 11-2009 11-2024
16.85 16.85 17.43 16.28 0.41 16.85 10-2009 10-2024
17.7 17.21 17.97 16.94 0.4 17.45 09-2009 09-2024
17.98 17.74 18.44 17.27 0.42 17.86 08-2009 08-2024
19.11 18.2 19.63 17.69 0.76 18.66 07-2009 07-2024
17.78 18.36 19.03 17.12 0.71 18.07 06-2009 06-2024
19.83 18.31 20.62 17.54 1.21 19.07 05-2009 05-2024
20.94 20.22 21.38 19.78 0.62 20.58 04-2009 04-2024
21.67 21.19 22.2 20.67 0.57 21.43 03-2009 03-2024
21.65 21.46 21.99 21.11 0.32 21.55 02-2009 02-2024
21.34 20.65 21.66 20.33 0.53 20.99 01-2009 01-2024
21.31 20.77 21.75 20.34 0.53 21.04 12-2008 12-2023
20.74 20.07 21.25 19.57 0.64 20.41 11-2008 11-2023
20.43 18.14 20.94 17.65 1.42 19.29 10-2008 10-2023
18.09 17.31 18.49 16.91 0.62 17.7 09-2008 09-2023
16.79 16.79 17.2 16.39 0.29 16.79 08-2008 08-2023
17.32 16.99 17.72 16.59 0.42 17.16 07-2008 07-2023
16.62 15.84 16.95 15.51 0.58 16.23 06-2008 06-2023
15.07 15.03 15.45 14.65 0.28 15.05 05-2008 05-2023
15.32 14.76 15.69 14.4 0.5 15.04 04-2008 04-2023
15.57 14.88 16.07 14.38 0.65 15.23 03-2008 03-2023
15.12 14.55 15.37 14.3 0.43 14.83 02-2008 02-2023
15.14 13.08 15.42 12.8 1.18 14.11 01-2008 01-2023
13.66 13.56 14.31 12.91 0.5 13.61 12-2007 12-2022
14.43 14.05 14.65 13.83 0.32 14.24 11-2007 11-2022
14.85 14.39 15.21 14.03 0.45 14.62 10-2007 10-2022
15.17 15.19 15.73 14.64 0.39 15.18 09-2007 09-2022
15.81 15.62 16.28 15.16 0.4 15.72 08-2007 08-2022
14.4 14.88 15.15 14.13 0.4 14.64 07-2007 07-2022
14.68 14.93 15.49 14.12 0.49 14.8 06-2007 06-2022
15.17 15.54 16.01 14.7 0.48 15.36 05-2007 05-2022
16.58 16.32 16.97 15.93 0.38 16.45 04-2007 04-2022
16.22 16.42 16.93 15.71 0.44 16.32 03-2007 03-2022
15.72 16.13 16.76 15.09 0.61 15.93 02-2007 02-2022
16.17 16.55 17.01 15.72 0.48 16.36 01-2007 01-2022
16.94 16.82 17.39 16.36 0.37 16.88 12-2006 12-2021
16.93 17.19 17.46 16.66 0.3 17.06 11-2006 11-2021
17.28 17.45 17.83 16.91 0.33 17.37 10-2006 10-2021
17.55 17.45 17.89 17.11 0.28 17.5 09-2006 09-2021
18.02 17.5 18.31 17.21 0.43 17.76 08-2006 08-2021
18.28 17.98 18.66 17.61 0.39 18.13 07-2006 07-2021
18.37 17.01 18.86 16.53 0.95 17.69 06-2006 06-2021
15.99 15.05 16.5 14.55 0.77 15.52 05-2006 05-2021
14.9 14.82 15.19 14.53 0.24 14.86 04-2006 04-2021
15.51 15.19 15.89 14.81 0.4 15.35 03-2006 03-2021
15.5 15.68 15.94 15.23 0.26 15.59 02-2006 02-2021
15.66 15.67 16.09 15.24 0.3 15.66 01-2006 01-2021
15.8 15.81 16.19 15.42 0.27 15.8 12-2005 12-2020
15.57 15.85 16.48 14.94 0.55 15.71 11-2005 11-2020
15.81 15.13 16.06 14.88 0.48 15.47 10-2005 10-2020
15.33 15.34 15.83 14.84 0.35 15.34 09-2005 09-2020
15.55 15.79 16.36 14.99 0.49 15.67 08-2005 08-2020
15.88 15.52 16.22 15.19 0.39 15.7 07-2005 07-2020
15.67 15.86 16.09 15.43 0.24 15.76 06-2005 06-2020
15.72 15.46 16.13 15.05 0.39 15.59 05-2005 05-2020
14.96 15.97 16.32 14.61 0.7 15.46 04-2005 04-2020