NIFTY MIDSMALL FINANCIAL SERVICES

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.88
Weighted mean CAGR by duration 11.39
Mean CAGR 13.72
Standard deviation CAGR 7.31
Range for CAGR 24.13

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.81 63.84 30.95 29.67
3 year -8.74 33.24 20.96 17.11
5 year -8.13 32.72 4.28 5.54
7 year -0.64 17.25 7.61 8.13
10 year 1.97 23.67 12.07 12.10
12 year 2.90 20.25 11.82 11.90
15 year 5.50 18.84 11.59 11.62

Rolling return for 1 year

Average return: 29.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.27 9.89 16.69 -1.81 6.84 7.26 04-2024 04-2025
7.7 11.87 22.55 -1.69 8.7 10.11 03-2024 03-2025
4.15 12.16 18.26 -1.22 7.45 8.34 02-2024 02-2025
11.67 20.36 26.97 5.86 8.07 16.21 01-2024 01-2025
24.68 26.45 33.52 18.08 5.5 25.68 12-2023 12-2024
34.89 28.03 43.91 20 8.8 31.71 11-2023 11-2024
38.68 38.35 48.62 29.09 6.91 38.69 10-2023 10-2024
40.11 41.7 49.5 32.8 5.93 41.03 09-2023 09-2024
34.75 41.65 48.77 28.3 7.64 38.37 08-2023 08-2024
42.41 41.39 48.67 35.44 4.69 41.98 07-2023 07-2024
39.06 46.26 57.83 28.87 10.56 43 06-2023 06-2024
51.97 54.93 63.84 43.7 7.2 53.61 05-2023 05-2024

Rolling return for 3 year

Average return: 17.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.47 23.57 26.12 19.02 2.62 22.55 04-2022 04-2025
23.84 25.52 29.29 20.23 3.26 24.72 03-2022 03-2025
23.81 21.38 29.17 16.35 4.61 22.68 02-2022 02-2025
21.69 23.52 27.01 18.34 3.13 22.64 01-2022 01-2025
26.27 24.16 29.18 21.36 2.86 25.24 12-2021 12-2024
21.87 19.51 24.53 16.96 2.8 20.72 11-2021 11-2024
21.02 21.12 23.84 18.35 1.94 21.08 10-2021 10-2024
22.94 23.66 25.62 21.02 1.65 23.31 09-2021 09-2024
21.4 21.22 25.47 17.28 2.9 21.34 08-2021 08-2024
19.47 19.48 21.2 17.77 1.21 19.48 07-2021 07-2024
15.8 18.38 20.79 13.48 2.74 17.11 06-2021 06-2024
19.6 19.42 22.64 16.46 2.19 19.53 05-2021 05-2024
21.09 19.18 23.54 16.82 2.47 20.16 04-2021 04-2024
16.17 15.99 19.76 12.51 2.56 16.11 03-2021 03-2024
21.23 17.94 23.38 15.88 2.9 19.61 02-2021 02-2024
22.97 21.24 25.18 19.1 2.23 22.12 01-2021 01-2024
23.71 22.8 25.98 20.6 1.93 23.27 12-2020 12-2023
25.72 22.44 30.72 17.76 4.73 24.16 11-2020 11-2023
27.59 28.12 30.68 25.1 1.98 27.87 10-2020 10-2023
30.21 27.13 32.56 24.87 2.93 28.69 09-2020 09-2023
27.46 22.89 29.56 20.9 3.46 25.2 08-2020 08-2023
26.43 25.47 28.57 23.38 1.87 25.96 07-2020 07-2023
28.89 24.5 32.21 21.38 4.13 26.74 06-2020 06-2023
30.78 28.82 33.24 26.44 2.5 29.82 05-2020 05-2023
28.98 23.88 31.93 21.11 4.23 26.48 04-2020 04-2023
26.74 6.23 30.8 2.93 12.24 16.68 03-2020 03-2023
4.48 3.63 6.38 1.79 1.65 4.07 02-2020 02-2023
4.27 5.02 7.07 2.27 1.72 4.66 01-2020 01-2023
4.76 6.56 8.22 3.15 1.9 5.67 12-2019 12-2022
5.32 4.57 7.52 2.43 1.82 4.96 11-2019 11-2022
6.01 5.76 8.28 3.54 1.68 5.9 10-2019 10-2022
4.19 4.89 8.21 0.99 2.56 4.57 09-2019 09-2022
4.56 3.99 6.19 2.4 1.36 4.29 08-2019 08-2022
-0.67 -3.48 2.44 -6.4 3.28 -2.03 07-2019 07-2022
-6.46 -5.17 -2.8 -8.74 2.15 -5.79 06-2019 06-2022
-3.87 -3.09 0.24 -7.07 2.6 -3.45 05-2019 05-2022

Rolling return for 5 year

Average return: 5.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.76 27.8 32.72 24.95 2.83 28.81 04-2020 04-2025
28.51 16.4 31.88 13.43 7.8 22.55 03-2020 03-2025
14.12 15.24 17.06 12.35 1.71 14.69 02-2020 02-2025
14.66 16.28 17.64 13.33 1.63 15.48 01-2020 01-2025
17.2 17.72 18.81 16.12 0.97 17.46 12-2019 12-2024
16.81 16.37 18.34 14.88 1.23 16.6 11-2019 11-2024
18.96 18.92 20.61 17.29 1.17 18.95 10-2019 10-2024
18.52 17.84 20.07 16.32 1.35 18.19 09-2019 09-2024
15.76 16.6 18.07 14.31 1.36 16.19 08-2019 08-2024
15.25 12.17 16.24 11.21 2.09 13.72 07-2019 07-2024
9.69 10.85 12.5 8.08 1.62 10.28 06-2019 06-2024
11.21 10.63 12.89 8.97 1.4 10.93 05-2019 05-2024
10.39 10.42 11.72 9.1 0.93 10.41 04-2019 04-2024
10.34 9.73 12.37 7.75 1.65 10.05 03-2019 03-2024
13.36 13.31 14.56 12.12 0.86 13.34 02-2019 02-2024
11.88 11.35 13.08 10.16 1.05 11.62 01-2019 01-2024
11.93 10.76 13.15 9.56 1.33 11.35 12-2018 12-2023
8.5 10.29 11.07 7.75 1.33 9.4 11-2018 11-2023
10.07 9.54 11.66 7.98 1.31 9.81 10-2018 10-2023
8.44 5.04 9.61 3.92 2.34 6.75 09-2018 09-2023
3.27 3.67 4.29 2.66 0.59 3.47 08-2018 08-2023
3.82 3.54 4.87 2.51 0.84 3.68 07-2018 07-2023
1.75 1.82 3.32 0.28 1.08 1.79 06-2018 06-2023
0.12 -0.19 1.24 -1.3 0.9 -0.03 05-2018 05-2023
-1.2 -1.55 0.15 -2.87 1.07 -1.37 04-2018 04-2023
-1.15 -0.46 0.74 -2.33 1.11 -0.8 03-2018 03-2023
-1.15 -1.36 -0.08 -2.42 0.83 -1.25 02-2018 02-2023
-2.02 -1.77 -0.45 -3.32 1.02 -1.89 01-2018 01-2023
-2.24 -1.15 -0.32 -3.06 1.04 -1.69 12-2017 12-2022
-2.86 -2.62 -1.64 -3.83 0.78 -2.74 11-2017 11-2022
-3.88 -3.57 -2.65 -4.78 0.76 -3.72 10-2017 10-2022
-3.69 -2.95 -1.48 -5.13 1.32 -3.31 09-2017 09-2022
-2.11 -2.55 -1.2 -3.45 0.81 -2.33 08-2017 08-2022
-4.24 -3.71 -2.45 -5.47 1.08 -3.97 07-2017 07-2022
-4.64 -3.28 -2.42 -5.48 1.18 -3.96 06-2017 06-2022
-3.01 -2.16 -0.54 -4.59 1.46 -2.58 05-2017 05-2022
-0.63 -0.74 0.6 -1.95 0.9 -0.68 04-2017 04-2022
-0.85 -0.63 0.92 -2.37 1.17 -0.73 03-2017 03-2022
0.45 3.18 4.27 -0.6 1.97 1.82 02-2017 02-2022
4.92 4.55 6.69 2.82 1.37 4.75 01-2017 01-2022
5.61 5.7 8.15 3.22 1.74 5.67 12-2016 12-2021
5.24 4.11 7.87 1.57 2.26 4.7 11-2016 11-2021
3.1 3.43 4.48 2.06 0.86 3.27 10-2016 10-2021
3.54 3.48 4.53 2.51 0.71 3.51 09-2016 09-2021
3.42 4 5.59 1.87 1.33 3.72 08-2016 08-2021
6.09 5.52 7 4.62 0.87 5.81 07-2016 07-2021
7.29 7.32 8.6 6.03 0.91 7.31 06-2016 06-2021
7.12 7.36 8.84 5.66 1.13 7.25 05-2016 05-2021
7.53 8.23 9.87 5.92 1.42 7.89 04-2016 04-2021
10.39 10.84 12.53 8.73 1.35 10.62 03-2016 03-2021
9.54 10.22 12.54 7.27 1.88 9.89 02-2016 02-2021
6.9 5.43 8.97 3.43 2.03 6.18 01-2016 01-2021
3.68 3.86 5.27 2.28 1.06 3.77 12-2015 12-2020
-0.43 2.66 3.56 -1.3 2.04 1.12 11-2015 11-2020
-1.95 -1.43 -0.78 -2.59 0.67 -1.69 10-2015 10-2020
-2.32 -0.78 0.16 -3.25 1.32 -1.55 09-2015 09-2020
-2.43 -1.65 0.72 -4.72 1.94 -2.02 08-2015 08-2020
-3.7 -2.98 -2.28 -4.39 0.79 -3.34 07-2015 07-2020
-5.1 -2.92 -1.62 -6.36 1.84 -4 06-2015 06-2020
-6.98 -6.25 -5.07 -8.13 1.11 -6.61 05-2015 05-2020

Rolling return for 7 year

Average return: 8.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.08 7.5 8.82 5.78 1.09 7.29 04-2018 04-2025
7.18 8.25 9.18 6.27 1.1 7.72 03-2018 03-2025
6.96 7.92 8.92 5.98 1.09 7.45 02-2018 02-2025
6.74 7.68 8.72 5.73 1.11 7.22 01-2018 01-2025
8.03 8.44 9.09 7.38 0.62 8.23 12-2017 12-2024
7.05 7.27 8.04 6.28 0.63 7.16 11-2017 11-2024
7.33 7.67 8.4 6.61 0.64 7.5 10-2017 10-2024
7.99 7.84 9 6.84 0.77 7.92 09-2017 09-2024
7.27 7.74 8.8 6.22 0.93 7.51 08-2017 08-2024
7.61 7.27 8.27 6.62 0.6 7.44 07-2017 07-2024
6.26 7.52 8.2 5.59 1.02 6.89 06-2017 06-2024
7.36 7.25 8.52 6.1 0.86 7.31 05-2017 05-2024
7.56 7.46 8.49 6.54 0.69 7.51 04-2017 04-2024
7.78 8 9.19 6.6 0.92 7.89 03-2017 03-2024
9.3 9.31 10.13 8.48 0.58 9.3 02-2017 02-2024
10.81 10.06 11.66 9.22 0.9 10.44 01-2017 01-2024
11.34 10.39 12.21 9.53 1.01 10.87 12-2016 12-2023
8.16 7.24 9.99 5.46 1.63 7.71 11-2016 11-2023
5.85 6.17 6.93 5.09 0.66 6.01 10-2016 10-2023
6.74 6.79 7.56 5.97 0.56 6.76 09-2016 09-2023
6.67 6.26 7.42 5.52 0.69 6.47 08-2016 08-2023
7.03 6.73 7.8 5.97 0.66 6.88 07-2016 07-2023
6.83 7.08 7.99 5.92 0.74 6.96 06-2016 06-2023
6.82 6.63 7.68 5.79 0.67 6.73 05-2016 05-2023
6.48 6.37 7.52 5.34 0.77 6.43 04-2016 04-2023
7.02 7.31 8.48 5.87 0.93 7.17 03-2016 03-2023
8.09 7.31 8.93 6.49 0.91 7.71 02-2016 02-2023
7.49 6.19 8.72 4.99 1.4 6.85 01-2016 01-2023
5.66 6.11 7.14 4.64 0.9 5.89 12-2015 12-2022
5.02 5.3 5.96 4.37 0.57 5.16 11-2015 11-2022
3.88 4.34 4.83 3.39 0.53 4.11 10-2015 10-2022
4.16 5.15 5.86 3.46 0.92 4.66 09-2015 09-2022
4.46 3.38 5.15 2.7 0.95 3.92 08-2015 08-2022
2 2.83 3.36 1.48 0.73 2.42 07-2015 07-2022
2.41 3.12 4.11 1.44 0.98 2.77 06-2015 06-2022
3.08 4.02 4.95 2.16 1.04 3.55 05-2015 05-2022
4.68 4.37 5.6 3.46 0.76 4.53 04-2015 04-2022
2.99 2.76 4.31 1.46 1.01 2.88 03-2015 03-2022
2.74 4.64 5.51 1.89 1.45 3.69 02-2015 02-2022
4.31 4.33 5.56 3.09 0.87 4.32 01-2015 01-2022
4.79 5.49 6.59 3.71 1.05 5.15 12-2014 12-2021
5.54 6.89 7.42 5.02 0.97 6.22 11-2014 11-2021
7.32 7.18 8.35 6.17 0.77 7.26 10-2014 10-2021
6.86 6.65 7.58 5.94 0.58 6.76 09-2014 09-2021
6.44 7.2 8.03 5.62 0.89 6.82 08-2014 08-2021
7.28 6.73 7.94 6.07 0.69 7.01 07-2014 07-2021
6.84 6.78 7.77 5.86 0.68 6.81 06-2014 06-2021
9.34 6.86 10.59 5.65 1.95 8.11 05-2014 05-2021
9.75 10.32 11.45 8.64 1.01 10.04 04-2014 04-2021
12.53 12.02 14.09 10.49 1.29 12.28 03-2014 03-2021
11.82 13.61 14 11.43 1.11 12.71 02-2014 02-2021
10.8 10.68 12.33 9.17 1.12 10.74 01-2014 01-2021
9.64 9.8 10.85 8.61 0.79 9.72 12-2013 12-2020
7.01 9.28 10.06 6.26 1.56 8.15 11-2013 11-2020
7.78 6.89 8.69 5.99 1.01 7.34 10-2013 10-2020
8.32 8.04 10.28 6.12 1.47 8.19 09-2013 09-2020
8.47 9.22 10.96 6.78 1.5 8.86 08-2013 08-2020
6.54 5.65 7.66 4.55 1.14 6.1 07-2013 07-2020
3.19 4.14 5.88 1.49 1.59 3.67 06-2013 06-2020
0.23 1.06 1.7 -0.39 0.8 0.65 05-2013 05-2020
0.56 2.36 3.31 -0.36 1.45 1.47 04-2013 04-2020
0.57 8.63 9.95 -0.64 4.71 4.63 03-2013 03-2020
8.95 8.49 10.18 7.28 1.04 8.72 02-2013 02-2020
7.99 7.62 8.89 6.73 0.77 7.81 01-2013 01-2020
7.91 7.8 8.63 7.09 0.55 7.86 12-2012 12-2019
8.56 8.89 9.86 7.6 0.81 8.73 11-2012 11-2019
7.61 8.15 8.7 7.07 0.61 7.88 10-2012 10-2019
10.55 9.83 12.04 8.38 1.32 10.2 09-2012 09-2019
10.93 10.83 11.93 9.84 0.74 10.88 08-2012 08-2019
11.29 12.76 14.16 9.92 1.59 12.03 07-2012 07-2019
13.93 13.67 15.14 12.48 0.94 13.8 06-2012 06-2019
13.38 13.46 15.03 11.83 1.13 13.43 05-2012 05-2019
12.75 13.05 13.7 12.11 0.57 12.9 04-2012 04-2019
12.15 12.76 14.07 10.87 1.15 12.46 03-2012 03-2019
11.54 10.37 12.41 9.51 1.11 10.96 02-2012 02-2019
15.65 13.67 16.94 12.42 1.74 14.67 01-2012 01-2019
15.1 14.27 16.87 12.54 1.56 14.7 12-2011 12-2018
14.19 12.44 14.76 11.88 1.19 13.32 11-2011 11-2018
12.47 12.1 14.02 10.57 1.23 12.29 10-2011 10-2018
13.1 15.59 16.6 12.13 1.81 14.36 09-2011 09-2018
16.75 14.6 17.25 14.11 1.35 15.68 08-2011 08-2018
13.22 13.58 14.25 12.55 0.61 13.4 07-2011 07-2018
14.1 14.44 15.29 13.26 0.73 14.27 06-2011 06-2018
14.55 14.81 15.72 13.65 0.74 14.68 05-2011 05-2018

Rolling return for 10 year

Average return: 12.1
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.46 9.79 10.7 8.56 0.77 9.63 04-2015 04-2025
8.85 9.12 10.27 7.72 0.91 8.99 03-2015 03-2025
8.65 9.41 10.04 8.03 0.76 9.03 02-2015 02-2025
9.24 9.75 10.66 8.35 0.84 9.5 01-2015 01-2025
10.82 10.78 11.58 10.02 0.55 10.8 12-2014 12-2024
10.2 10.53 10.91 9.82 0.4 10.36 11-2014 11-2024
11.25 11.19 12.03 10.42 0.57 11.22 10-2014 10-2024
11.45 11.5 12.17 10.77 0.5 11.47 09-2014 09-2024
10.73 11.22 11.83 10.13 0.63 10.98 08-2014 08-2024
10.8 10.4 11.28 9.93 0.5 10.6 07-2014 07-2024
9.45 10.14 10.85 8.75 0.78 9.8 06-2014 06-2024
12.32 10.49 13.17 9.66 1.4 11.41 05-2014 05-2024
13.03 12.91 13.71 12.23 0.52 12.97 04-2014 04-2024
13.61 13.19 14.65 12.17 0.89 13.4 03-2014 03-2024
14.56 14.89 15.17 14.28 0.34 14.73 02-2014 02-2024
14.32 13.75 14.93 13.14 0.66 14.04 01-2014 01-2024
13.69 13.55 14.31 12.93 0.49 13.62 12-2013 12-2023
12.31 13.07 13.63 11.76 0.71 12.69 11-2013 11-2023
13.38 12.86 14.19 12.05 0.78 13.12 10-2013 10-2023
14.47 13.44 15.08 12.84 0.87 13.96 09-2013 09-2023
13.85 13.16 14.41 12.6 0.68 13.5 08-2013 08-2023
12.16 11.24 12.72 10.68 0.79 11.7 07-2013 07-2023
10.31 9.87 11.15 9.03 0.77 10.09 06-2013 06-2023
8.56 8.7 9.17 8.09 0.39 8.63 05-2013 05-2023
8.35 8.39 9.09 7.66 0.51 8.37 04-2013 04-2023
7.8 7.91 8.82 6.89 0.68 7.86 03-2013 03-2023
7.59 7.01 8.17 6.43 0.65 7.3 02-2013 02-2023
6.86 6.83 7.71 5.99 0.61 6.85 01-2013 01-2023
6.96 7.43 8 6.39 0.59 7.2 12-2012 12-2022
7.58 7.58 8.25 6.91 0.47 7.58 11-2012 11-2022
7.13 7.43 7.81 6.75 0.39 7.28 10-2012 10-2022
8.6 8.33 9.84 7.1 0.97 8.47 09-2012 09-2022
8.98 8.73 9.49 8.23 0.45 8.86 08-2012 08-2022
7.56 7.62 8.56 6.63 0.68 7.59 07-2012 07-2022
7.39 7.66 8.63 6.43 0.78 7.53 06-2012 06-2022
7.9 8.22 9.27 6.86 0.86 8.06 05-2012 05-2022
8.25 8.48 8.91 7.82 0.39 8.37 04-2012 04-2022
7.54 7.63 8.5 6.68 0.64 7.59 03-2012 03-2022
8.23 8.86 10.27 6.85 1.23 8.55 02-2012 02-2022
11.63 10.36 12.57 9.44 1.19 11 01-2012 01-2022
11.28 10.85 12.61 9.54 1.1 11.07 12-2011 12-2021
10.99 10.77 12.37 9.41 1.05 10.88 11-2011 11-2021
11.15 10.57 11.89 9.83 0.76 10.86 10-2011 10-2021
10.35 10.2 10.87 9.68 0.42 10.27 09-2011 09-2021
10.09 9.47 11.24 8.35 1.05 9.79 08-2011 08-2021
9.16 9.18 9.63 8.71 0.33 9.17 07-2011 07-2021
9.42 9.51 10.08 8.85 0.44 9.46 06-2011 06-2021
8.74 9.01 9.61 8.15 0.52 8.88 05-2011 05-2021
7.7 8.31 8.87 7.15 0.65 8.01 04-2011 04-2021
9.18 9.14 10.24 8.1 0.76 9.17 03-2011 03-2021
9.27 9.6 10.75 8.13 0.93 9.44 02-2011 02-2021
7.97 7.39 9.01 6.36 0.96 7.68 01-2011 01-2021
6.62 5.85 7.44 5.04 0.89 6.24 12-2010 12-2020
3.9 4.29 5.96 2.26 1.32 4.1 11-2010 11-2020
2.81 2.57 3.42 1.97 0.52 2.69 10-2010 10-2020
3.34 3.73 4.64 2.43 0.79 3.54 09-2010 09-2020
3.95 4.75 5.61 3.1 0.93 4.35 08-2010 08-2020
4.87 4.78 5.64 4.02 0.57 4.83 07-2010 07-2020
3.61 5.11 5.49 3.23 0.96 4.36 06-2010 06-2020
2.99 3.37 4.04 2.33 0.62 3.18 05-2010 05-2020
3.09 4.07 5.06 2.12 1.1 3.58 04-2010 04-2020
3.75 9.93 10.44 3.28 3.34 6.85 03-2010 03-2020
10.99 11.12 11.86 10.26 0.57 11.06 02-2010 02-2020
10.95 10.61 11.6 9.97 0.59 10.78 01-2010 01-2020
10.61 10.45 11.13 9.94 0.42 10.53 12-2009 12-2019
11.25 10.66 12.18 9.74 0.89 10.96 11-2009 11-2019
9.84 9.39 10.62 8.62 0.72 9.62 10-2009 10-2019
11.29 10.87 12.33 9.83 0.9 11.08 09-2009 09-2019
12.1 12.05 12.8 11.35 0.51 12.07 08-2009 08-2019
13.79 14.17 15.84 12.15 1.31 13.99 07-2009 07-2019
14.49 14.32 15.34 13.48 0.66 14.41 06-2009 06-2019
18.02 14.78 19.23 13.62 2.29 16.41 05-2009 05-2019
21.06 19.34 21.77 18.65 1.26 20.2 04-2009 04-2019
22.21 21.69 23.67 20.26 1.22 21.96 03-2009 03-2019
20.22 19.5 20.88 18.85 0.76 19.86 02-2009 02-2019
19.86 18.6 20.79 17.68 1.19 19.23 01-2009 01-2019
20.35 19.56 21.64 18.29 1.22 19.96 12-2008 12-2018
20.44 18.57 20.86 18.16 1.16 19.51 11-2008 11-2018
19.44 15.5 20.59 14.4 2.59 17.48 10-2008 10-2018
15.61 15.79 18.1 13.34 1.68 15.71 09-2008 09-2018
16.51 15.9 16.86 15.56 0.51 16.21 08-2008 08-2018
17.34 16.43 18.08 15.69 0.9 16.88 07-2008 07-2018
16.77 15.17 17.62 14.33 1.29 15.97 06-2008 06-2018
14.35 14.04 15.17 13.23 0.69 14.2 05-2008 05-2018
14.83 14.48 15.81 13.51 0.82 14.66 04-2008 04-2018
14.81 12.44 15.5 11.76 1.57 13.63 03-2008 03-2018
12.19 11.46 12.91 10.74 0.81 11.82 02-2008 02-2018
12.94 10.21 13.7 9.48 1.78 11.58 01-2008 01-2018
11.44 10.89 11.91 10.43 0.56 11.17 12-2007 12-2017
13.31 12.11 13.88 11.55 0.93 12.71 11-2007 11-2017
14.68 13.67 15.22 13.14 0.82 14.18 10-2007 10-2017
14.76 13.94 15.63 13.09 0.94 14.36 09-2007 09-2017
15.47 15.1 16.26 14.32 0.7 15.29 08-2007 08-2017
14.88 14.9 15.62 14.16 0.52 14.89 07-2007 07-2017
15.78 15.29 16.29 14.78 0.56 15.54 06-2007 06-2017
16.01 15.79 16.97 14.84 0.76 15.9 05-2007 05-2017
17.49 16.7 18.28 15.93 0.88 17.1 04-2007 04-2017
16.97 16.8 17.88 15.9 0.7 16.89 03-2007 03-2017
15.53 14.79 16.14 14.18 0.74 15.16 02-2007 02-2017
14.08 14.33 15.24 13.18 0.73 14.21 01-2007 01-2017
14.36 14.8 15.68 13.5 0.79 14.58 12-2006 12-2016
14.95 16.55 17.01 14.5 1.05 15.75 11-2006 11-2016
17.38 16.92 17.98 16.33 0.61 17.15 10-2006 10-2016
18 17.3 18.6 16.71 0.71 17.65 09-2006 09-2016
19 18.28 19.91 17.39 0.93 18.64 08-2006 08-2016
19.59 18.82 20.42 17.99 0.9 19.2 07-2006 07-2016
18.87 16.54 19.58 15.85 1.55 17.71 06-2006 06-2016
15.26 13.68 16.05 12.91 1.24 14.47 05-2006 05-2016
13.53 13.68 14.39 12.82 0.56 13.61 04-2006 04-2016
13.11 13.36 13.97 12.5 0.53 13.23 03-2006 03-2016
12.94 13.69 14.12 12.51 0.63 13.31 02-2006 02-2016
13.59 14.92 15.48 13.04 0.98 14.26 01-2006 01-2016
15.44 15.66 16.23 14.88 0.48 15.55 12-2005 12-2015
16.33 16.24 16.84 15.74 0.39 16.29 11-2005 11-2015
16.93 15.37 17.31 14.99 0.99 16.15 10-2005 10-2015
15.52 14.59 16.07 14.05 0.79 15.06 09-2005 09-2015
15.21 15.91 16.59 14.54 0.77 15.56 08-2005 08-2015
17.45 16.42 17.86 16 0.75 16.93 07-2005 07-2015
17.87 17.48 18.66 16.7 0.71 17.68 06-2005 06-2015
19.32 18.76 20.06 18.02 0.75 19.04 05-2005 05-2015

Rolling return for 12 year

Average return: 11.9
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.83 12.28 12.88 11.23 0.6 12.06 04-2013 04-2025
11.39 11.8 12.6 10.61 0.72 11.6 03-2013 03-2025
11.08 11.25 12.26 10.08 0.77 11.17 02-2013 02-2025
10.72 11.15 11.91 9.97 0.7 10.94 01-2013 01-2025
11.69 11.83 12.33 11.19 0.41 11.76 12-2012 12-2024
11.92 11.95 12.53 11.35 0.42 11.94 11-2012 11-2024
12.2 12.52 12.85 11.87 0.36 12.36 10-2012 10-2024
13.8 13.1 14.42 12.49 0.73 13.45 09-2012 09-2024
12.92 13.2 13.85 12.27 0.57 13.06 08-2012 08-2024
12.92 12.51 13.33 12.11 0.46 12.72 07-2012 07-2024
12.15 12.49 13.33 11.31 0.72 12.32 06-2012 06-2024
12.47 12.27 13.18 11.57 0.57 12.37 05-2012 05-2024
11.76 11.95 12.32 11.39 0.34 11.86 04-2012 04-2024
11.39 11.49 12.24 10.65 0.56 11.44 03-2012 03-2024
12.29 11.59 12.79 11.09 0.65 11.94 02-2012 02-2024
14.06 12.7 14.57 12.19 0.97 13.38 01-2012 01-2024
13.77 12.8 14.28 12.29 0.78 13.29 12-2011 12-2023
11.78 11.54 12.88 10.46 0.86 11.67 11-2011 11-2023
11.46 11.02 12.13 10.36 0.64 11.24 10-2011 10-2023
11.14 11.07 11.64 10.58 0.38 11.11 09-2011 09-2023
10.93 9.91 11.39 9.46 0.77 10.42 08-2011 08-2023
9.2 9.28 9.66 8.83 0.29 9.24 07-2011 07-2023
8.78 9 9.47 8.31 0.42 8.89 06-2011 06-2023
8.3 8.31 8.8 7.8 0.35 8.3 05-2011 05-2023
7.06 7.21 7.67 6.6 0.38 7.13 04-2011 04-2023
7.42 7.37 8.27 6.53 0.62 7.4 03-2011 03-2023
8.47 8.01 8.95 7.53 0.53 8.24 02-2011 02-2023
8.13 7.51 8.85 6.8 0.76 7.82 01-2011 01-2023
7.3 6.84 8.18 5.98 0.79 7.08 12-2010 12-2022
6.43 5.57 6.98 5.02 0.76 6 11-2010 11-2022
5.5 5.33 6.06 4.77 0.46 5.42 10-2010 10-2022
6.28 6.51 7.29 5.51 0.63 6.4 09-2010 09-2022
7.03 6.72 7.45 6.31 0.42 6.88 08-2010 08-2022
6.92 7.02 7.75 6.2 0.55 6.97 07-2010 07-2022
6.74 7.45 7.77 6.42 0.54 7.09 06-2010 06-2022
7.51 8.06 8.64 6.93 0.64 7.79 05-2010 05-2022
8.9 8.6 9.46 8.05 0.51 8.75 04-2010 04-2022
8.52 8.91 9.33 8.11 0.45 8.72 03-2010 03-2022
9.26 10.36 10.97 8.66 0.9 9.81 02-2010 02-2022
9.91 9.87 10.68 9.1 0.56 9.89 01-2010 01-2022
9.62 10.15 10.72 9.07 0.61 9.89 12-2009 12-2021
10.97 10.86 12.12 9.72 0.85 10.92 11-2009 11-2021
10.84 10.42 11.45 9.81 0.6 10.63 10-2009 10-2021
11.44 10.66 11.88 10.22 0.65 11.05 09-2009 09-2021
11.37 11.71 12.33 10.75 0.57 11.54 08-2009 08-2021
13.01 12.05 13.41 11.65 0.71 12.53 07-2009 07-2021
12.15 11.88 12.71 11.32 0.5 12.02 06-2009 06-2021
14.75 11.92 15.52 11.18 1.83 13.34 05-2009 05-2021
16.49 15.58 17.54 14.55 1.11 16.04 04-2009 04-2021
18.61 17.97 19.56 17.03 0.92 18.29 03-2009 03-2021
17.07 17.27 18.39 15.95 0.87 17.17 02-2009 02-2021
15.73 14.88 16.66 13.97 1 15.31 01-2009 01-2021
15.96 15.04 16.7 14.3 0.91 15.5 12-2008 12-2020
14.08 14.13 15.96 12.28 1.3 14.11 11-2008 11-2020
13.55 10.09 14.12 9.54 2.03 11.82 10-2008 10-2020
9.27 8.61 10.42 7.48 1.07 8.95 09-2008 09-2020
8.34 9.03 9.78 7.6 0.81 8.69 08-2008 08-2020
9.44 8.82 10.11 8.16 0.72 9.13 07-2008 07-2020
7.57 7.3 9.2 5.7 1.24 7.44 06-2008 06-2020
4.62 4.65 5.51 3.77 0.62 4.64 05-2008 05-2020
4.77 5.41 6.43 3.76 0.97 5.09 04-2008 04-2020
5.24 8.4 10.85 2.9 3.02 6.85 03-2008 03-2020
8.33 7.87 9.04 7.17 0.68 8.1 02-2008 02-2020
8.59 6.33 9.12 5.81 1.42 7.46 01-2008 01-2020
7.16 6.76 7.58 6.35 0.46 6.96 12-2007 12-2019
8.23 7.57 8.99 6.82 0.8 7.9 11-2007 11-2019
8.66 8.08 9.3 7.44 0.69 8.37 10-2007 10-2019
9.29 8.8 10.14 7.96 0.79 9.05 09-2007 09-2019
10.5 10.15 11.07 9.58 0.54 10.32 08-2007 08-2019
10.43 11.5 12.09 9.85 0.88 10.97 07-2007 07-2019
12.63 12.52 13.33 11.83 0.53 12.58 06-2007 06-2019
12.85 12.86 13.81 11.91 0.67 12.86 05-2007 05-2019
14.53 13.81 15.09 13.26 0.7 14.17 04-2007 04-2019
14.27 14.52 15.4 13.39 0.72 14.39 03-2007 03-2019
12.75 12.16 13.26 11.65 0.61 12.46 02-2007 02-2019
13.08 13.06 13.81 12.34 0.52 13.07 01-2007 01-2019
13.6 13.9 14.62 12.89 0.62 13.75 12-2006 12-2018
13.64 13.61 13.97 13.28 0.24 13.62 11-2006 11-2018
13.51 13.57 14.42 12.66 0.62 13.54 10-2006 10-2018
15.28 16.27 17.35 14.23 1.16 15.78 09-2006 09-2018
18.44 17.39 18.73 17.1 0.69 17.91 08-2006 08-2018
18.89 18.19 19.53 17.57 0.74 18.55 07-2006 07-2018
19.16 17.34 19.89 16.63 1.32 18.25 06-2006 06-2018
16.93 15.62 17.62 14.94 1.05 16.28 05-2006 05-2018
15.88 16.11 16.71 15.28 0.51 16 04-2006 04-2018
15.84 15.9 16.42 15.32 0.39 15.87 03-2006 03-2018
16.37 16.63 17 16 0.37 16.5 02-2006 02-2018
16.98 17.16 17.63 16.51 0.4 17.07 01-2006 01-2018
17.5 17.43 17.91 17.02 0.32 17.46 12-2005 12-2017
18.14 18.13 18.64 17.64 0.35 18.14 11-2005 11-2017
18.41 17.24 18.88 16.77 0.85 17.82 10-2005 10-2017
17.31 16.8 18.05 16.07 0.72 17.06 09-2005 09-2017
16.46 16.55 17.12 15.89 0.44 16.51 08-2005 08-2017
17.77 17.2 18.41 16.57 0.68 17.49 07-2005 07-2017
18.61 18.07 19.05 17.63 0.54 18.34 06-2005 06-2017
19.43 19.17 20.25 18.35 0.68 19.3 05-2005 05-2017
19.28 19.44 19.95 18.78 0.42 19.36 04-2005 04-2017

Rolling return for 15 year

Average return: 11.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.31 11.44 12.15 10.61 0.55 11.38 04-2010 04-2025
11.43 12.05 12.39 11.09 0.51 11.74 03-2010 03-2025
12.03 12.48 12.98 11.53 0.54 12.25 02-2010 02-2025
12.17 12.47 13.14 11.51 0.59 12.32 01-2010 01-2025
12.77 12.82 13.28 12.31 0.34 12.79 12-2009 12-2024
13.07 12.54 13.56 12.05 0.57 12.8 11-2009 11-2024
12.8 12.48 13.32 11.96 0.49 12.64 10-2009 10-2024
13.65 13.14 14.14 12.66 0.55 13.4 09-2009 09-2024
13.31 13.55 14.06 12.8 0.45 13.43 08-2009 08-2024
14.27 13.5 14.6 13.17 0.57 13.88 07-2009 07-2024
12.87 13.15 13.82 12.2 0.58 13.01 06-2009 06-2024
15.71 13.38 16.29 12.81 1.48 14.55 05-2009 05-2024
17.39 16.29 17.86 15.83 0.82 16.84 04-2009 04-2024
18.12 17.57 18.84 16.85 0.73 17.84 03-2009 03-2024
17.89 17.4 18.3 16.99 0.49 17.64 02-2009 02-2024
17.14 16.13 17.56 15.71 0.75 16.63 01-2009 01-2024
17.47 16.55 17.9 16.13 0.71 17.01 12-2008 12-2023
16.32 15.75 17.23 14.85 0.87 16.04 11-2008 11-2023
16.23 13.48 16.79 12.94 1.67 14.86 10-2008 10-2023
13.17 12.09 13.57 11.69 0.77 12.63 09-2008 09-2023
11.92 11.67 12.29 11.31 0.36 11.8 08-2008 08-2023
12.65 11.97 13.02 11.59 0.56 12.31 07-2008 07-2023
11.53 10.54 12.1 9.98 0.83 11.04 06-2008 06-2023
9.4 9.09 9.81 8.68 0.41 9.25 05-2008 05-2023
9.22 8.87 9.71 8.38 0.49 9.04 04-2008 04-2023
9.22 7.96 9.91 7.28 1.03 8.59 03-2008 03-2023
7.55 7.01 7.94 6.63 0.5 7.28 02-2008 02-2023
7.72 6.06 8.29 5.5 1.15 6.89 01-2008 01-2023
6.68 6.72 7.37 6.03 0.47 6.7 12-2007 12-2022
7.64 6.96 8.09 6.52 0.6 7.3 11-2007 11-2022
8.12 7.61 8.58 7.15 0.54 7.87 10-2007 10-2022
8.25 8.01 9.07 7.19 0.67 8.13 09-2007 09-2022
9.28 8.89 9.62 8.56 0.4 9.09 08-2007 08-2022
8.12 8.33 8.78 7.66 0.4 8.22 07-2007 07-2022
8.53 8.73 9.36 7.9 0.52 8.63 06-2007 06-2022
9.29 9.47 10.21 8.56 0.59 9.38 05-2007 05-2022
11.11 10.57 11.57 10.12 0.55 10.84 04-2007 04-2022
10.7 10.68 11.36 10.02 0.47 10.69 03-2007 03-2022
10.27 10.78 11.65 9.41 0.81 10.53 02-2007 02-2022
10.94 10.98 11.56 10.36 0.42 10.96 01-2007 01-2022
11.37 11.69 12.25 10.81 0.52 11.53 12-2006 12-2021
11.62 12.25 12.54 11.33 0.48 11.93 11-2006 11-2021
12.41 12.24 12.92 11.74 0.42 12.33 10-2006 10-2021
12.97 12.5 13.33 12.14 0.45 12.73 09-2006 09-2021
13.56 13.32 14.35 12.54 0.65 13.44 08-2006 08-2021
14.91 14.21 15.23 13.88 0.54 14.56 07-2006 07-2021
14.88 13.38 15.34 12.92 1.01 14.13 06-2006 06-2021
12.48 11.53 13.08 10.94 0.83 12.01 05-2006 05-2021
11.49 11.83 12.29 11.03 0.46 11.66 04-2006 04-2021
12.2 12.51 12.92 11.8 0.41 12.36 03-2006 03-2021
11.79 12.52 12.81 11.51 0.53 12.16 02-2006 02-2021
11.32 11.67 12.03 10.96 0.4 11.5 01-2006 01-2021
11.38 11.59 11.95 11.02 0.34 11.48 12-2005 12-2020
10.45 11.53 11.91 10.07 0.75 10.99 11-2005 11-2020
10.26 9.47 10.7 9.04 0.65 9.87 10-2005 10-2020
9.24 9.22 10.15 8.31 0.65 9.23 09-2005 09-2020
9 9.73 10.16 8.58 0.62 9.37 08-2005 08-2020
9.92 9.55 10.46 9.02 0.53 9.74 07-2005 07-2020
9.65 10.24 10.98 8.93 0.75 9.95 06-2005 06-2020
9.81 9.76 10.56 9.02 0.54 9.79 05-2005 05-2020
9.53 10.54 10.92 9.16 0.72 10.04 04-2005 04-2020