NIFTY MIDSMALL INDIA CONSUMPTION

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.44
Weighted mean CAGR by duration 15.65
Mean CAGR 19.38
Standard deviation CAGR 7.94
Range for CAGR 23.5

Summary

Duration Min Max Median Average XIRR (%)
1 year 3.03 64.33 41.50 37.59
3 year 14.31 32.66 22.89 22.84
5 year 1.82 33.26 15.21 16.49
7 year 8.46 20.42 15.55 15.48
10 year 7.98 21.26 14.93 14.69
12 year 7.05 20.95 14.58 14.51
15 year 9.16 20.49 12.94 14.09

Rolling return for 1 year

Average return: 37.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.01 12.49 17.93 3.03 5.5 10.37 04-2024 04-2025
15.22 20.61 28.82 7.88 7.65 18.13 03-2024 03-2025
11.29 21.16 26.85 6.3 8.06 16.4 02-2024 02-2025
19.75 33.46 40.7 13.58 10.75 26.87 01-2024 01-2025
37.69 38.52 44.95 31.58 4.74 38.19 12-2023 12-2024
44.05 36.97 51.01 30.66 7.62 40.67 11-2023 11-2024
50.64 52.05 60.98 42.29 6.63 51.49 10-2023 10-2024
49.74 51.83 59.09 42.91 5.77 50.89 09-2023 09-2024
43.87 49.88 55.89 38.33 6.56 46.99 08-2023 08-2024
53.92 49.54 59.49 44.32 5.58 51.82 07-2023 07-2024
43.52 55.28 64.33 35.62 10.97 49.69 06-2023 06-2024
49.5 49.41 59.45 40.08 6.85 49.61 05-2023 05-2024

Rolling return for 3 year

Average return: 22.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.64 18.36 20.1 14.95 1.92 17.51 04-2022 04-2025
19.93 20.28 24.47 15.89 3.04 20.14 03-2022 03-2025
19.27 19.5 24.59 14.4 3.6 19.44 02-2022 02-2025
18.22 20.62 24.75 14.31 3.79 19.48 01-2022 01-2025
21.89 21.16 23.99 19.11 1.74 21.54 12-2021 12-2024
18.59 17.8 20.47 15.97 1.62 18.21 11-2021 11-2024
20.15 19.17 22.84 16.56 2.25 19.68 10-2021 10-2024
25.35 23.64 27.91 21.17 2.46 24.52 09-2021 09-2024
24.34 25.39 27.71 22.08 2.02 24.88 08-2021 08-2024
25.03 24.91 26.52 23.44 1.09 24.97 07-2021 07-2024
22.02 25.01 27.66 19.49 3.08 23.54 06-2021 06-2024
23.21 23.62 25.89 20.99 1.74 23.43 05-2021 05-2024
24 23.65 25.97 21.72 1.51 23.84 04-2021 04-2024
20.62 20.33 23.3 17.72 1.98 20.49 03-2021 03-2024
22.3 22.1 24.19 20.24 1.4 22.21 02-2021 02-2024
22.28 22.59 24.45 20.45 1.42 22.44 01-2021 01-2024
24.51 23.3 26.41 21.45 1.81 23.92 12-2020 12-2023
24.98 24.66 29.11 20.67 2.99 24.86 11-2020 11-2023
24.49 25.3 26.87 22.95 1.42 24.9 10-2020 10-2023
26.53 26.13 28.51 24.18 1.54 26.34 09-2020 09-2023
28.46 25.45 30.16 23.81 2.48 26.97 08-2020 08-2023
28.26 28.88 31.05 26.14 1.75 28.58 07-2020 07-2023
28.65 27.7 31.11 25.31 2.08 28.19 06-2020 06-2023
29.25 29.8 32.09 27.01 1.81 29.54 05-2020 05-2023
30.99 25.77 32.27 24.55 3.29 28.4 04-2020 04-2023
31.3 18.43 32.66 17.21 7.11 24.9 03-2020 03-2023
17.33 15.98 18.94 14.41 1.67 16.66 02-2020 02-2023
17.93 16.97 20.42 14.55 2.1 17.47 01-2020 01-2023
19.44 21.46 22.51 18.41 1.62 20.46 12-2019 12-2022
20.69 21.44 22.78 19.37 1.23 21.07 11-2019 11-2022
23.45 21.12 25.21 19.42 2.21 22.3 10-2019 10-2022
25.34 23.06 27.52 20.96 2.46 24.22 09-2019 09-2022
25.77 25.72 27.59 23.93 1.29 25.75 08-2019 08-2022
20.73 21.91 24.87 17.87 2.51 21.35 07-2019 07-2022
17.72 19.74 21.48 16.04 2.05 18.74 06-2019 06-2022
20.11 22.75 25.21 17.75 2.8 21.45 05-2019 05-2022

Rolling return for 5 year

Average return: 16.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.98 28.35 32.29 26.11 2.26 29.18 04-2020 04-2025
30.32 24.49 33.26 21.74 4.57 27.45 03-2020 03-2025
21.82 23.17 25.05 19.99 1.85 22.51 02-2020 02-2025
23.23 25.07 27.27 21.1 2.28 24.17 01-2020 01-2025
26.23 26.88 27.54 25.58 0.73 26.56 12-2019 12-2024
24.72 25.07 25.9 23.9 0.72 24.9 11-2019 11-2024
26.69 25.85 28.38 24.19 1.51 26.28 10-2019 10-2024
28.34 27.16 29.9 25.63 1.57 27.76 09-2019 09-2024
27.35 28.27 29.41 26.23 1.17 27.82 08-2019 08-2024
27.5 26.57 28.41 25.68 1.02 27.04 07-2019 07-2024
23.63 25.93 27.03 22.57 1.77 24.79 06-2019 06-2024
23.73 23.84 25.33 22.26 1.09 23.79 05-2019 05-2024
22.03 22.35 23.19 21.2 0.71 22.19 04-2019 04-2024
20.93 21.31 22.54 19.73 1 21.13 03-2019 03-2024
22.51 21.94 23.64 20.82 1.02 22.23 02-2019 02-2024
20.92 20.85 22.2 19.58 0.93 20.89 01-2019 01-2024
20.19 19.91 21.29 18.83 0.88 20.05 12-2018 12-2023
17.63 19.01 19.95 16.71 1.25 18.32 11-2018 11-2023
18.27 17.9 19.63 16.57 1.09 18.09 10-2018 10-2023
17.14 15.17 18.24 14.09 1.62 16.16 09-2018 09-2023
15.17 14.21 16.08 13.32 1.03 14.7 08-2018 08-2023
15.04 15.46 16.53 13.98 0.91 15.25 07-2018 07-2023
13.62 14.09 14.92 12.8 0.77 13.86 06-2018 06-2023
12.19 12.09 13.66 10.64 1.07 12.14 05-2018 05-2023
10.56 10.44 11.21 9.79 0.5 10.5 04-2018 04-2023
10.74 10.29 11.43 9.61 0.66 10.52 03-2018 03-2023
10.4 9.9 11.3 9.01 0.83 10.15 02-2018 02-2023
9.15 9.25 10.52 7.89 0.93 9.2 01-2018 01-2023
10.73 10.32 12.44 8.65 1.35 10.54 12-2017 12-2022
12.66 12.28 13.83 11.12 0.97 12.47 11-2017 11-2022
13.89 13.43 14.86 12.47 0.86 13.66 10-2017 10-2022
14.34 14.03 15.53 12.86 0.95 14.19 09-2017 09-2022
14.76 14.38 15.76 13.4 0.85 14.57 08-2017 08-2022
11.57 13.26 13.85 11 1.17 12.42 07-2017 07-2022
11.17 12.56 13.29 10.46 1.11 11.87 06-2017 06-2022
12.09 12.92 14.92 10.14 1.72 12.52 05-2017 05-2022
14.22 14.41 15.23 13.41 0.65 14.32 04-2017 04-2022
13.42 14.19 15.77 11.86 1.41 13.81 03-2017 03-2022
14.89 16.62 17.81 13.73 1.57 15.76 02-2017 02-2022
18.44 19.24 20.86 16.85 1.45 18.85 01-2017 01-2022
20.34 20.31 22.02 18.65 1.19 20.33 12-2016 12-2021
21.18 18.38 22.82 16.8 2.35 19.8 11-2016 11-2021
16.5 18.11 18.64 15.98 1.1 17.31 10-2016 10-2021
15.22 16.62 17.6 14.26 1.28 15.93 09-2016 09-2021
14.75 14.83 16.02 13.58 0.86 14.79 08-2016 08-2021
15.4 15.35 16.29 14.47 0.64 15.38 07-2016 07-2021
15.19 15.78 16.65 14.33 0.85 15.49 06-2016 06-2021
14.48 14.74 15.74 13.49 0.8 14.61 05-2016 05-2021
14.27 14.3 15.55 13.03 0.89 14.29 04-2016 04-2021
16.3 15.76 18.01 14.08 1.4 16.04 03-2016 03-2021
17.05 15.06 18.25 13.89 1.69 16.06 02-2016 02-2021
14.47 12.74 15.51 11.72 1.47 13.61 01-2016 01-2021
11.98 11.94 13.66 10.28 1.2 11.96 12-2015 12-2020
9.68 10.83 12.01 8.52 1.3 10.26 11-2015 11-2020
9.49 9.26 10.31 8.45 0.66 9.38 10-2015 10-2020
9.71 10.17 10.95 8.94 0.73 9.94 09-2015 09-2020
8.54 7.57 10.97 5.22 2.06 8.07 08-2015 08-2020
5.54 5.57 6.6 4.52 0.74 5.56 07-2015 07-2020
5.29 4.98 6.97 3.33 1.29 5.14 06-2015 06-2020
3.28 2.9 4.36 1.82 0.91 3.09 05-2015 05-2020

Rolling return for 7 year

Average return: 15.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.41 16.29 16.87 14.84 0.78 15.85 04-2018 04-2025
15.64 16.64 17.5 14.8 1.02 16.14 03-2018 03-2025
15.39 16.51 17.57 14.35 1.21 15.96 02-2018 02-2025
15.15 16.86 17.83 14.2 1.42 16.01 01-2018 01-2025
17.72 16.98 18.58 16.13 0.9 17.35 12-2017 12-2024
17.63 17.27 18.43 16.48 0.7 17.45 11-2017 11-2024
18.72 18.78 19.85 17.66 0.77 18.75 10-2017 10-2024
19.38 19.3 20.42 18.28 0.76 19.34 09-2017 09-2024
18.86 19.21 20.23 17.85 0.85 19.04 08-2017 08-2024
18.65 18.81 19.25 18.21 0.37 18.73 07-2017 07-2024
17.03 18.77 19.32 16.49 1.17 17.9 06-2017 06-2024
16.77 16.38 17.85 15.32 0.91 16.58 05-2017 05-2024
16.17 16.37 16.96 15.58 0.49 16.27 04-2017 04-2024
15.9 15.85 17 14.77 0.79 15.88 03-2017 03-2024
17.28 17.2 18.06 16.43 0.58 17.24 02-2017 02-2024
18.16 17.92 19.06 17.03 0.72 18.04 01-2017 01-2024
18.69 18.27 19.47 17.5 0.71 18.48 12-2016 12-2023
17.14 15.69 18.78 14.09 1.74 16.43 11-2016 11-2023
13.79 14.36 14.72 13.43 0.5 14.07 10-2016 10-2023
15.07 15.15 15.84 14.38 0.52 15.11 09-2016 09-2023
14.99 14.79 15.64 14.15 0.53 14.89 08-2016 08-2023
14.62 15.01 15.68 13.96 0.62 14.82 07-2016 07-2023
14.42 14.74 15.35 13.81 0.56 14.58 06-2016 06-2023
13.73 14.08 14.79 13.02 0.64 13.9 05-2016 05-2023
13.52 13.12 14 12.65 0.5 13.32 04-2016 04-2023
14.57 13.5 15.08 13 0.83 14.04 03-2016 03-2023
15.2 13.64 15.88 12.98 1.16 14.43 02-2016 02-2023
13.87 12.92 14.9 11.92 1.11 13.4 01-2016 01-2023
13.9 13.9 15.15 12.67 0.88 13.9 12-2015 12-2022
14.62 14.6 15.47 13.76 0.6 14.61 11-2015 11-2022
14.85 14.77 15.55 14.07 0.52 14.81 10-2015 10-2022
15.41 15.68 16.27 14.83 0.52 15.55 09-2015 09-2022
15.42 13.58 16.13 12.89 1.32 14.5 08-2015 08-2022
12.08 12.92 13.71 11.31 0.9 12.51 07-2015 07-2022
12.17 12.17 13.68 10.67 1.06 12.17 06-2015 06-2022
12.4 13.27 14.42 11.27 1.16 12.84 05-2015 05-2022
14.57 13.39 15.29 12.69 1.01 13.98 04-2015 04-2022
11.89 12.93 13.55 11.28 0.88 12.41 03-2015 03-2022
12.85 13.94 14.89 11.92 1.12 13.4 02-2015 02-2022
14.74 15.2 16.41 13.55 1.02 14.97 01-2015 01-2022
15.95 15.65 17.1 14.51 0.92 15.8 12-2014 12-2021
15.81 16.37 16.92 15.26 0.62 16.09 11-2014 11-2021
16.84 17.06 18.37 15.55 1 16.96 10-2014 10-2021
14.71 15.42 16.39 13.76 0.96 15.07 09-2014 09-2021
14.97 14.86 15.87 13.96 0.68 14.91 08-2014 08-2021
15.05 14.38 15.68 13.76 0.72 14.72 07-2014 07-2021
14.89 14.33 15.93 13.31 0.95 14.62 06-2014 06-2021
16.73 15 17.64 14.11 1.39 15.87 05-2014 05-2021
16.51 16.73 17.44 15.8 0.59 16.62 04-2014 04-2021
17.89 17.81 19.12 16.59 0.89 17.85 03-2014 03-2021
18.09 18.47 18.95 17.61 0.49 18.28 02-2014 02-2021
17.8 17.01 18.56 16.25 0.86 17.41 01-2014 01-2021
16.13 16.28 17.37 15.04 0.83 16.2 12-2013 12-2020
14.57 15.63 16.31 13.9 0.93 15.1 11-2013 11-2020
15.21 14.74 15.83 14.13 0.62 14.98 10-2013 10-2020
15.92 15.79 16.86 14.87 0.71 15.86 09-2013 09-2020
14.85 15.45 16.68 13.64 1.1 15.15 08-2013 08-2020
12.91 12.6 13.72 11.8 0.69 12.76 07-2013 07-2020
12.17 11.78 13.45 10.53 1.04 11.98 06-2013 06-2020
9.96 9.97 10.79 9.15 0.58 9.97 05-2013 05-2020
9.62 11.34 12.02 8.96 1.24 10.48 04-2013 04-2020
9.4 13.87 14.85 8.46 2.76 11.64 03-2013 03-2020
14.58 14.79 15.83 13.55 0.81 14.69 02-2013 02-2020
13.91 14.1 15.34 12.69 0.94 14.01 01-2013 01-2020
13.23 13.32 13.65 12.9 0.27 13.28 12-2012 12-2019
15.28 13.89 15.82 13.35 1 14.59 11-2012 11-2019
14.67 15.62 16.31 13.99 0.89 15.15 10-2012 10-2019
14.93 15.41 16.69 13.66 1.08 15.17 09-2012 09-2019
14.56 14.86 15.29 14.13 0.42 14.71 08-2012 08-2019
14.93 15.56 16.11 14.38 0.65 15.25 07-2012 07-2019
16.15 16.04 16.87 15.33 0.55 16.1 06-2012 06-2019
15.84 15.93 16.84 14.95 0.67 15.89 05-2012 05-2019
16.02 16.14 16.58 15.57 0.36 16.08 04-2012 04-2019
16.08 16 16.92 15.17 0.62 16.04 03-2012 03-2019
16.14 15.7 17.29 14.56 0.98 15.92 02-2012 02-2019
18.6 17.91 19.54 16.97 0.94 18.26 01-2012 01-2019
18.92 18.08 19.89 17.12 1.02 18.5 12-2011 12-2018
17.91 16.9 18.58 16.24 0.9 17.41 11-2011 11-2018
16.45 16.84 17.66 15.63 0.73 16.64 10-2011 10-2018
17.1 18.36 19.32 16.15 1.21 17.73 09-2011 09-2018
17.91 17.43 19.28 16.08 1.14 17.68 08-2011 08-2018
15.45 15.84 16.21 15.07 0.43 15.64 07-2011 07-2018
16.44 16.26 17.04 15.66 0.49 16.35 06-2011 06-2018
16.72 17.13 17.89 15.96 0.7 16.92 05-2011 05-2018

Rolling return for 10 year

Average return: 14.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.18 14.86 16.2 13.86 0.84 15.02 04-2015 04-2025
14.25 15.09 15.53 13.81 0.68 14.67 03-2015 03-2025
14.74 15.58 16.25 14.08 0.82 15.16 02-2015 02-2025
15.78 16.8 17.66 14.93 1.03 16.29 01-2015 01-2025
17.7 17.27 18.3 16.67 0.6 17.48 12-2014 12-2024
16.64 16.8 17.19 16.25 0.34 16.72 11-2014 11-2024
17.82 17.69 18.61 16.91 0.6 17.76 10-2014 10-2024
17.8 17.83 18.52 17.12 0.5 17.82 09-2014 09-2024
17.7 17.92 18.65 16.98 0.6 17.81 08-2014 08-2024
17.96 17.45 18.38 17.03 0.51 17.7 07-2014 07-2024
16.99 17.44 18.58 15.86 0.97 17.22 06-2014 06-2024
18.64 17.52 19.4 16.77 1.01 18.08 05-2014 05-2024
18.71 18.76 19.27 18.2 0.38 18.73 04-2014 04-2024
18.7 18.56 19.48 17.78 0.6 18.63 03-2014 03-2024
19.34 19.55 19.89 19 0.32 19.45 02-2014 02-2024
19.12 18.65 19.76 18.03 0.63 18.89 01-2014 01-2024
18.58 18.34 19.12 17.81 0.47 18.46 12-2013 12-2023
17.6 18.27 18.76 17.12 0.63 17.94 11-2013 11-2023
17.92 17.81 18.59 17.14 0.51 17.87 10-2013 10-2023
19.01 18.8 19.57 18.25 0.47 18.91 09-2013 09-2023
18.78 18.36 19.24 17.9 0.5 18.57 08-2013 08-2023
17.31 17.25 18.07 16.5 0.56 17.28 07-2013 07-2023
16.88 16.34 17.55 15.68 0.69 16.61 06-2013 06-2023
15.43 15.57 16.18 14.82 0.48 15.5 05-2013 05-2023
15.64 15.49 15.98 15.15 0.3 15.57 04-2013 04-2023
15.55 15.21 15.91 14.86 0.39 15.38 03-2013 03-2023
15.4 15.14 15.87 14.67 0.43 15.27 02-2013 02-2023
15.1 14.96 15.82 14.24 0.56 15.03 01-2013 01-2023
15.06 15.7 15.94 14.82 0.46 15.38 12-2012 12-2022
16.87 16.1 17.48 15.51 0.75 16.49 11-2012 11-2022
17.23 17.25 17.73 16.75 0.35 17.24 10-2012 10-2022
17.96 17.65 18.57 17.05 0.55 17.81 09-2012 09-2022
17.81 18.01 18.32 17.51 0.29 17.91 08-2012 08-2022
16.64 17.43 17.82 16.25 0.62 17.04 07-2012 07-2022
16.62 17.14 17.72 16.04 0.62 16.88 06-2012 06-2022
17.11 17.93 18.58 16.47 0.8 17.52 05-2012 05-2022
17.95 18.15 18.47 17.63 0.31 18.05 04-2012 04-2022
17.24 17.8 18.45 16.6 0.68 17.52 03-2012 03-2022
17.83 18.18 19.31 16.71 0.93 18.01 02-2012 02-2022
19.98 20.04 21.2 18.83 0.84 20.01 01-2012 01-2022
20.42 19.97 21.26 19.15 0.76 20.2 12-2011 12-2021
19.95 19.55 20.75 18.75 0.72 19.75 11-2011 11-2021
19.29 19.79 20.38 18.71 0.62 19.54 10-2011 10-2021
17.61 18.14 18.81 16.94 0.69 17.88 09-2011 09-2021
16.99 16.36 17.64 15.72 0.71 16.68 08-2011 08-2021
15.8 15.98 16.25 15.54 0.26 15.89 07-2011 07-2021
15.81 15.99 16.54 15.27 0.45 15.9 06-2011 06-2021
15.41 15.52 16.04 14.89 0.41 15.46 05-2011 05-2021
14.76 15.06 15.41 14.42 0.37 14.91 04-2011 04-2021
15.57 15.8 16.41 14.96 0.52 15.68 03-2011 03-2021
15.83 15.62 16.43 15.04 0.5 15.73 02-2011 02-2021
14.66 14.14 15.18 13.62 0.58 14.4 01-2011 01-2021
13.31 13.27 14.16 12.43 0.61 13.29 12-2010 12-2020
11.71 11.46 12.89 10.29 0.92 11.59 11-2010 11-2020
10.97 11 11.38 10.59 0.28 10.99 10-2010 10-2020
11.27 11.47 11.89 10.84 0.38 11.37 09-2010 09-2020
10.71 11.45 11.94 10.23 0.66 11.08 08-2010 08-2020
10.52 10.65 11.07 10.1 0.35 10.59 07-2010 07-2020
10.56 10.69 11.44 9.82 0.57 10.63 06-2010 06-2020
9.9 9.78 10.48 9.2 0.45 9.84 05-2010 05-2020
8.93 10.1 10.59 8.44 0.87 9.52 04-2010 04-2020
8.96 12.4 12.74 8.64 1.89 10.69 03-2010 03-2020
13.19 13.61 14.05 12.75 0.48 13.4 02-2010 02-2020
13.06 12.81 14.05 11.83 0.79 12.94 01-2010 01-2020
12.89 12.75 13.19 12.45 0.27 12.82 12-2009 12-2019
13.8 13.01 14.18 12.64 0.61 13.41 11-2009 11-2019
12.81 13.01 13.93 11.89 0.72 12.91 10-2009 10-2019
12.59 12.79 13.8 11.6 0.78 12.7 09-2009 09-2019
13.06 12.48 13.56 11.98 0.6 12.77 08-2009 08-2019
14.87 13.48 15.7 12.67 1.18 14.18 07-2009 07-2019
14.75 13.92 15.25 13.43 0.71 14.34 06-2009 06-2019
17.05 14.53 17.75 13.85 1.64 15.79 05-2009 05-2019
18.87 17.91 19.28 17.5 0.72 18.39 04-2009 04-2019
19.49 18.43 20.09 17.83 0.88 18.96 03-2009 03-2019
18.63 18.8 19.45 17.98 0.52 18.71 02-2009 02-2019
19.09 18.59 19.75 17.93 0.67 18.84 01-2009 01-2019
19.76 19 20.44 18.32 0.8 19.38 12-2008 12-2018
19.92 19.04 20.4 18.57 0.72 19.48 11-2008 11-2018
19.32 15.99 20.19 15.15 2.14 17.66 10-2008 10-2018
16.26 15.71 17.81 14.19 1.29 15.99 09-2008 09-2018
15.29 15.44 16.22 14.51 0.61 15.36 08-2008 08-2018
15.99 15.16 16.53 14.63 0.73 15.58 07-2008 07-2018
15.64 13.28 16.06 12.87 1.4 14.46 06-2008 06-2018
12.62 12.4 13.41 11.62 0.64 12.51 05-2008 05-2018
13.68 12.71 14.07 12.32 0.71 13.2 04-2008 04-2018
14.35 12.48 14.93 11.91 1.26 13.42 03-2008 03-2018
12.55 11.67 13.27 10.97 0.87 12.11 02-2008 02-2018
13.05 9.8 13.7 9.17 1.97 11.43 01-2008 01-2018
10.79 10.24 11.84 9.2 0.95 10.52 12-2007 12-2017
11.05 10.78 11.82 10.02 0.64 10.92 11-2007 11-2017
11.13 10.7 11.82 10.01 0.66 10.91 10-2007 10-2017
11.25 11.29 11.98 10.57 0.5 11.27 09-2007 09-2017
11.55 11.4 12.22 10.74 0.53 11.48 08-2007 08-2017
11.04 10.81 11.33 10.52 0.3 10.93 07-2007 07-2017
11.26 10.83 11.62 10.48 0.43 11.05 06-2007 06-2017
11.2 11.53 12.18 10.55 0.59 11.37 05-2007 05-2017
12.78 11.85 13.19 11.45 0.7 12.32 04-2007 04-2017
12.34 12.23 13.12 11.46 0.59 12.29 03-2007 03-2017
11.02 10.46 11.58 9.9 0.63 10.74 02-2007 02-2017
9.82 10.12 10.56 9.38 0.43 9.97 01-2007 01-2017
9.83 9.78 10.61 9.01 0.57 9.81 12-2006 12-2016
9.47 11.07 11.51 9.04 1.04 10.27 11-2006 11-2016
11.66 11.43 11.91 11.18 0.27 11.54 10-2006 10-2016
11.82 11.58 12.29 11.11 0.43 11.7 09-2006 09-2016
12.76 11.94 13.34 11.37 0.75 12.35 08-2006 08-2016
13.06 12.74 13.52 12.29 0.45 12.9 07-2006 07-2016
13.41 11.27 13.84 10.86 1.3 12.34 06-2006 06-2016
10.32 8.94 10.8 8.47 0.96 9.63 05-2006 05-2016
9.22 9.01 9.82 8.42 0.5 9.12 04-2006 04-2016
9.18 9.03 10.23 7.98 0.8 9.11 03-2006 03-2016
9.47 10.41 10.97 8.92 0.8 9.94 02-2006 02-2016
10.94 11.65 12.29 10.3 0.75 11.29 01-2006 01-2016
11.95 12.25 12.81 11.4 0.51 12.1 12-2005 12-2015
12.83 12.43 13.43 11.84 0.58 12.63 11-2005 11-2015
13.18 12.12 13.72 11.59 0.84 12.65 10-2005 10-2015
12.05 11.65 12.45 11.25 0.45 11.85 09-2005 09-2015
12.62 13.53 14.39 11.78 0.98 13.08 08-2005 08-2015
14.83 14.15 15.39 13.6 0.68 14.49 07-2005 07-2015
14.56 15.3 15.64 14.22 0.57 14.93 06-2005 06-2015
15.69 15.59 16.51 14.78 0.61 15.64 05-2005 05-2015

Rolling return for 12 year

Average return: 14.51
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.69 18.13 18.55 17.27 0.48 17.91 04-2013 04-2025
17.67 18.18 18.77 17.08 0.62 17.93 03-2013 03-2025
17.55 18.21 18.84 16.93 0.71 17.88 02-2013 02-2025
17.7 18.55 19.3 16.97 0.88 18.13 01-2013 01-2025
18.48 18.78 18.98 18.27 0.27 18.63 12-2012 12-2024
19.12 18.42 19.59 17.96 0.63 18.77 11-2012 11-2024
19.53 19.78 20.19 19.12 0.39 19.66 10-2012 10-2024
20.34 20.17 20.95 19.56 0.5 20.26 09-2012 09-2024
19.73 20.27 20.53 19.47 0.42 20 08-2012 08-2024
20.01 20.03 20.36 19.67 0.24 20.02 07-2012 07-2024
19.21 20.06 20.56 18.72 0.72 19.64 06-2012 06-2024
19.06 19.16 19.71 18.53 0.42 19.12 05-2012 05-2024
18.48 18.69 18.95 18.22 0.27 18.59 04-2012 04-2024
18.08 18.19 18.73 17.54 0.42 18.13 03-2012 03-2024
18.75 18.26 19.21 17.81 0.52 18.51 02-2012 02-2024
19.56 19.13 20.09 18.6 0.55 19.34 01-2012 01-2024
19.45 18.84 19.9 18.39 0.58 19.14 12-2011 12-2023
17.79 17.77 18.76 16.82 0.69 17.79 11-2011 11-2023
17.21 17.28 17.76 16.73 0.37 17.25 10-2011 10-2023
17.12 17.02 17.57 16.56 0.36 17.07 09-2011 09-2023
16.76 16.08 17.14 15.7 0.56 16.42 08-2011 08-2023
15.28 15.68 15.9 15.06 0.33 15.48 07-2011 07-2023
15.26 15.35 15.8 14.8 0.35 15.3 06-2011 06-2023
14.81 15 15.44 14.38 0.38 14.91 05-2011 05-2023
14.25 14.24 14.53 13.96 0.2 14.25 04-2011 04-2023
14.68 14.47 14.98 14.17 0.3 14.57 03-2011 03-2023
14.97 14.69 15.36 14.3 0.39 14.83 02-2011 02-2023
14.28 14.01 14.88 13.42 0.52 14.15 01-2011 01-2023
14.22 14.2 14.94 13.48 0.52 14.21 12-2010 12-2022
14.27 13.55 14.76 13.06 0.65 13.91 11-2010 11-2022
13.85 13.93 14.25 13.53 0.26 13.89 10-2010 10-2022
14.33 14.46 14.83 13.97 0.31 14.4 09-2010 09-2022
14.37 14.37 14.78 13.96 0.29 14.37 08-2010 08-2022
13.59 14.18 14.55 13.22 0.51 13.89 07-2010 07-2022
13.79 14.04 14.68 13.15 0.55 13.91 06-2010 06-2022
14.27 14.86 15.47 13.67 0.67 14.57 05-2010 05-2022
15.27 15.26 15.69 14.84 0.3 15.27 04-2010 04-2022
14.62 15.32 15.6 14.33 0.51 14.97 03-2010 03-2022
15.19 16.02 16.4 14.82 0.63 15.61 02-2010 02-2022
15.89 15.81 16.87 14.84 0.72 15.85 01-2010 01-2022
16.03 16.32 16.7 15.65 0.39 16.18 12-2009 12-2021
17.02 16.67 17.67 16.02 0.6 16.84 11-2009 11-2021
16.54 16.64 17.43 15.76 0.59 16.59 10-2009 10-2021
15.75 15.88 16.74 14.9 0.65 15.82 09-2009 09-2021
16.01 15.62 16.55 15.09 0.53 15.82 08-2009 08-2021
17.45 15.95 17.83 15.58 0.96 16.7 07-2009 07-2021
16.56 16.06 17.18 15.45 0.64 16.31 06-2009 06-2021
18.26 16.09 18.8 15.56 1.38 17.18 05-2009 05-2021
18.91 18.32 19.47 17.77 0.64 18.62 04-2009 04-2021
19.8 19.14 20.53 18.42 0.78 19.47 03-2009 03-2021
19.32 19.28 19.82 18.77 0.37 19.3 02-2009 02-2021
19.06 18.54 19.51 18.1 0.53 18.8 01-2009 01-2021
18.78 18.32 19.52 17.59 0.7 18.55 12-2008 12-2020
17.74 17.66 18.78 16.64 0.76 17.7 11-2008 11-2020
17.63 14.55 18 14.19 1.73 16.09 10-2008 10-2020
14.19 13.02 14.72 12.49 0.89 13.61 09-2008 09-2020
12.16 12.56 13.2 11.53 0.61 12.36 08-2008 08-2020
12.73 12.09 13.2 11.62 0.6 12.41 07-2008 07-2020
11.78 10.26 12.51 9.54 1.18 11.02 06-2008 06-2020
8.64 8.3 9.11 7.83 0.47 8.47 05-2008 05-2020
8.46 8.74 9.83 7.37 0.88 8.6 04-2008 04-2020
8.99 10.14 12.13 7.05 1.84 9.58 03-2008 03-2020
10.5 9.89 11.2 9.2 0.74 10.2 02-2008 02-2020
10.23 7.86 11.04 7.07 1.63 9.05 01-2008 01-2020
8.7 7.64 8.94 7.4 0.66 8.17 12-2007 12-2019
9.42 8.87 9.72 8.57 0.45 9.14 11-2007 11-2019
9.36 9.34 10.27 8.44 0.65 9.35 10-2007 10-2019
9.22 9.63 10.2 8.66 0.56 9.43 09-2007 09-2019
9.55 9.28 9.95 8.88 0.39 9.41 08-2007 08-2019
8.96 9.18 9.62 8.53 0.39 9.07 07-2007 07-2019
9.66 9.41 10.06 9.02 0.38 9.54 06-2007 06-2019
9.44 9.45 9.99 8.91 0.38 9.45 05-2007 05-2019
11.04 10.27 11.36 9.95 0.57 10.65 04-2007 04-2019
10.95 10.68 11.41 10.22 0.43 10.82 03-2007 03-2019
10.02 9.73 10.66 9.1 0.56 9.88 02-2007 02-2019
10.1 10.25 10.61 9.74 0.31 10.18 01-2007 01-2019
10.68 10.51 11.21 9.99 0.44 10.6 12-2006 12-2018
10.52 10.52 10.88 10.16 0.25 10.52 11-2006 11-2018
10.23 10.5 10.89 9.83 0.39 10.36 10-2006 10-2018
11.52 12.16 12.75 10.93 0.68 11.84 09-2006 09-2018
13.05 12.65 13.82 11.89 0.7 12.85 08-2006 08-2018
13.15 12.94 13.58 12.5 0.39 13.04 07-2006 07-2018
13.92 12.11 14.26 11.77 1.09 13.01 06-2006 06-2018
11.51 10.59 12.16 9.95 0.85 11.05 05-2006 05-2018
11.15 10.79 11.47 10.47 0.38 10.97 04-2006 04-2018
11.63 11.08 12.1 10.61 0.56 11.36 03-2006 03-2018
12.38 12.5 12.97 11.91 0.38 12.44 02-2006 02-2018
13.41 13.41 13.96 12.87 0.39 13.41 01-2006 01-2018
13.6 14.03 14.5 13.13 0.51 13.81 12-2005 12-2017
13.95 13.76 14.6 13.11 0.53 13.86 11-2005 11-2017
13.85 13.11 14.45 12.52 0.73 13.48 10-2005 10-2017
13.04 12.98 13.66 12.37 0.46 13.01 09-2005 09-2017
13.35 13.21 13.92 12.65 0.45 13.28 08-2005 08-2017
14.58 13.8 14.83 13.56 0.53 14.19 07-2005 07-2017
14.58 14.6 14.89 14.3 0.21 14.59 06-2005 06-2017
15.27 15.35 16.12 14.51 0.57 15.31 05-2005 05-2017
15.68 15.55 16.02 15.21 0.29 15.61 04-2005 04-2017

Rolling return for 15 year

Average return: 14.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.54 15.87 16.22 15.19 0.38 15.7 04-2010 04-2025
15.66 16.29 16.53 15.43 0.45 15.98 03-2010 03-2025
16 16.71 17.01 15.7 0.53 16.36 02-2010 02-2025
16.35 16.76 17.61 15.51 0.76 16.56 01-2010 01-2025
17.18 17.27 17.58 16.87 0.25 17.23 12-2009 12-2024
17.33 16.9 17.7 16.53 0.44 17.11 11-2009 11-2024
17.25 17.14 17.77 16.62 0.41 17.2 10-2009 10-2024
17.61 17.39 18.09 16.92 0.42 17.5 09-2009 09-2024
17.63 17.51 18.26 16.89 0.49 17.57 08-2009 08-2024
18.93 17.69 19.21 17.41 0.77 18.31 07-2009 07-2024
17.64 17.79 18.7 16.74 0.69 17.72 06-2009 06-2024
19.23 17.55 19.75 17.05 1.12 18.39 05-2009 05-2024
19.92 19.37 20.29 18.99 0.5 19.64 04-2009 04-2024
19.97 19.38 20.49 18.86 0.61 19.67 03-2009 03-2024
19.91 19.84 20.27 19.47 0.28 19.87 02-2009 02-2024
19.7 19.34 20.12 18.92 0.44 19.52 01-2009 01-2024
19.9 19.3 20.27 18.94 0.52 19.6 12-2008 12-2023
19.16 19.03 19.93 18.26 0.59 19.09 11-2008 11-2023
18.97 16.62 19.42 16.18 1.42 17.8 10-2008 10-2023
16.56 15.52 16.92 15.17 0.72 16.04 09-2008 09-2023
15.25 15.03 15.55 14.73 0.3 15.14 08-2008 08-2023
15.67 15.26 16.17 14.77 0.52 15.47 07-2008 07-2023
14.96 13.55 15.4 13.12 0.95 14.26 06-2008 06-2023
12.48 12.3 12.97 11.81 0.42 12.39 05-2008 05-2023
12.63 11.95 12.85 11.73 0.46 12.29 04-2008 04-2023
13.13 11.75 13.36 11.52 0.81 12.44 03-2008 03-2023
11.83 11.08 12.14 10.78 0.55 11.46 02-2008 02-2023
11.73 9.62 12.2 9.16 1.31 10.68 01-2008 01-2023
10.77 10.27 11.33 9.71 0.6 10.52 12-2007 12-2022
11.59 11.27 11.97 10.89 0.4 11.43 11-2007 11-2022
12.04 11.6 12.36 11.29 0.41 11.82 10-2007 10-2022
12.27 12.2 12.66 11.81 0.3 12.23 09-2007 09-2022
12.61 12.39 12.94 12.06 0.32 12.5 08-2007 08-2022
11.22 11.62 11.97 10.87 0.41 11.42 07-2007 07-2022
11.23 11.41 11.93 10.71 0.44 11.32 06-2007 06-2022
11.5 11.99 12.43 11.06 0.51 11.75 05-2007 05-2022
13.26 12.7 13.59 12.37 0.47 12.98 04-2007 04-2022
12.7 12.88 13.47 12.11 0.49 12.79 03-2007 03-2022
12.3 12.48 13.24 11.54 0.6 12.39 02-2007 02-2022
12.62 13.08 13.38 12.32 0.41 12.85 01-2007 01-2022
13.23 13.18 13.75 12.66 0.39 13.21 12-2006 12-2021
13.24 13.46 13.75 12.95 0.29 13.35 11-2006 11-2021
13.25 13.61 13.94 12.92 0.38 13.43 10-2006 10-2021
12.94 13.23 13.71 12.47 0.45 13.09 09-2006 09-2021
13.42 12.9 13.83 12.48 0.51 13.16 08-2006 08-2021
13.84 13.61 14.13 13.32 0.3 13.72 07-2006 07-2021
14.01 12.76 14.48 12.28 0.89 13.38 06-2006 06-2021
11.69 10.84 12.1 10.44 0.66 11.27 05-2006 05-2021
10.88 10.75 11.29 10.34 0.34 10.82 04-2006 04-2021
11.5 11.23 12.05 10.69 0.49 11.37 03-2006 03-2021
11.94 11.94 12.32 11.56 0.27 11.94 02-2006 02-2021
12.1 12.01 12.44 11.67 0.27 12.05 01-2006 01-2021
11.96 12.15 12.52 11.59 0.34 12.05 12-2005 12-2020
11.77 11.9 12.56 11.11 0.51 11.84 11-2005 11-2020
11.93 11.16 12.21 10.89 0.54 11.55 10-2005 10-2020
11.27 11.15 11.69 10.74 0.34 11.21 09-2005 09-2020
11.25 11.51 12.07 10.69 0.5 11.38 08-2005 08-2020
11.65 11.22 12.02 10.85 0.44 11.43 07-2005 07-2020
11.38 11.75 11.97 11.16 0.31 11.57 06-2005 06-2020
11.4 11.2 11.79 10.81 0.35 11.3 05-2005 05-2020
10.98 11.74 12.11 10.62 0.59 11.36 04-2005 04-2020