NIFTY MIDSMALL IT & TELECOM

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.16
Weighted mean CAGR by duration 15.38
Mean CAGR 20.96
Standard deviation CAGR 9.7
Range for CAGR 23.63

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.64 80.05 35.70 35.00
3 year 8.09 62.52 37.10 34.38
5 year -5.62 41.43 24.84 24.13
7 year 5.63 29.16 18.49 18.60
10 year -0.38 26.68 8.51 11.81
12 year -0.44 24.19 12.38 11.46
15 year 2.87 20.12 11.21 11.37

Rolling return for 1 year

Average return: 35
Min Max Min-Max Max-Min Standard Deviation Mean From To
-6.46 1.83 7.8 -11.64 7.47 -2.12 02-2024 02-2025
5.12 12.06 17.97 -0.14 6.86 8.75 01-2024 01-2025
23.39 18.86 31.2 11.79 7.05 21.31 12-2023 12-2024
27.09 23.33 35.55 15.64 7.17 25.4 11-2023 11-2024
33.55 34.7 43.61 25.27 6.5 34.28 10-2023 10-2024
35.86 38.62 43.73 31.03 4.6 37.31 09-2023 09-2024
39.55 44.43 55.18 29.89 9.11 42.26 08-2023 08-2024
49.48 48.87 58.05 40.79 6.11 49.3 07-2023 07-2024
26.22 42.62 49.39 20.5 11.75 34.68 06-2023 06-2024
42.27 39.37 53.11 29.5 8.41 41.06 05-2023 05-2024
58.61 62.55 73.52 48.58 8.93 60.81 04-2023 04-2024
65.99 67.36 80.05 54.28 9.13 66.92 03-2023 03-2024

Rolling return for 3 year

Average return: 34.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.17 13.36 19.7 8.13 4.1 13.84 02-2022 02-2025
14.01 12.32 18.47 8.09 3.72 13.22 01-2022 01-2025
15.42 13.71 17.8 11.41 2.34 14.59 12-2021 12-2024
13.57 12.91 16.03 10.51 1.97 13.26 11-2021 11-2024
14.18 13.55 16.98 10.84 2.18 13.89 10-2021 10-2024
20.5 16.9 22.78 14.73 3.12 18.73 09-2021 09-2024
20.96 22.03 25.32 17.79 2.69 21.52 08-2021 08-2024
24.21 22.87 26.54 20.61 2.15 23.56 07-2021 07-2024
21.53 23.61 28.55 16.86 4.2 22.64 06-2021 06-2024
25.22 25.1 28.33 22.07 2.21 25.18 05-2021 05-2024
29.26 30.08 33.19 26.24 2.47 29.69 04-2021 04-2024
32.04 32.1 35.67 28.56 2.51 32.09 03-2021 03-2024
35.25 35.61 37.85 33.05 1.7 35.44 02-2021 02-2024
35.74 34.06 38.08 31.78 2.31 34.92 01-2021 01-2024
39.02 36.92 43.67 32.49 4.02 38.03 12-2020 12-2023
38.57 39.18 43 34.87 2.88 38.91 11-2020 11-2023
37.18 37.67 40.14 34.77 1.91 37.44 10-2020 10-2023
44.07 39.65 45.82 37.97 3.19 41.88 09-2020 09-2023
42.78 41.36 46.24 38.02 2.95 42.1 08-2020 08-2023
48.46 44.11 51.45 41.26 3.92 46.32 07-2020 07-2023
52.23 48.94 54.6 46.65 3.04 50.6 06-2020 06-2023
51.26 52.39 56.07 47.69 2.99 51.85 05-2020 05-2023
56.07 49.91 59.51 46.68 5.03 53.04 04-2020 04-2023
58.61 38.2 62.52 34.87 12.15 48.55 03-2020 03-2023
38.02 35.83 40.58 33.35 2.67 36.94 02-2020 02-2023
36.54 34.59 38.56 32.63 2.21 35.58 01-2020 01-2023
37.02 41.18 43.22 35.07 3.24 39.12 12-2019 12-2022
39.34 40.2 41.74 37.83 1.42 39.78 11-2019 11-2022
40.86 40.07 43.14 37.84 1.89 40.48 10-2019 10-2022
40.91 43.24 44.59 39.59 1.95 42.08 09-2019 09-2022
43.02 44.75 46.97 40.86 2.25 43.9 08-2019 08-2022
38.28 36.94 42.37 33.01 3.34 37.65 07-2019 07-2022
32.28 37.37 39.56 30.21 3.76 34.86 06-2019 06-2022
36.19 39.36 41.98 33.67 3.14 37.8 05-2019 05-2022
41.89 47.08 48.18 40.83 3.18 44.5 04-2019 04-2022
41.46 46.14 47.14 40.49 2.88 43.81 03-2019 03-2022

Rolling return for 5 year

Average return: 24.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
32.5 33.53 36.32 29.8 2.33 33.04 02-2020 02-2025
34.79 35.55 37.94 32.46 1.96 35.19 01-2020 01-2025
38.45 38.96 40.15 37.26 1.04 38.7 12-2019 12-2024
36.73 37.6 38.5 35.84 0.99 37.17 11-2019 11-2024
38.13 38.34 40.15 36.34 1.35 38.24 10-2019 10-2024
39.85 40.64 41.43 39.06 0.88 40.25 09-2019 09-2024
38.39 40.08 41.36 37.13 1.61 39.24 08-2019 08-2024
38.25 36.57 39.8 35.06 1.78 37.42 07-2019 07-2024
30.74 33.95 35.22 29.51 2.32 32.36 06-2019 06-2024
31.56 32.02 33.5 30.09 1.22 31.79 05-2019 05-2024
32.24 34.04 34.64 31.65 1.23 33.14 04-2019 04-2024
32.66 34.28 34.83 32.11 1.12 33.47 03-2019 03-2024
34.67 35.18 36.21 33.65 0.92 34.93 02-2019 02-2024
33.95 34.21 35.33 32.83 0.89 34.08 01-2019 01-2024
32.41 33.4 35.05 30.79 1.55 32.91 12-2018 12-2023
30.09 30.99 32.57 28.54 1.46 30.55 11-2018 11-2023
28.82 27.1 30.48 25.48 1.87 27.97 10-2018 10-2023
27.06 23.81 27.99 22.92 2.13 25.44 09-2018 09-2023
22.98 22.73 24.76 20.98 1.34 22.86 08-2018 08-2023
23.11 22.89 24.6 21.43 1.12 23.01 07-2018 07-2023
23.72 23.06 24.87 21.93 1.07 23.4 06-2018 06-2023
20.3 21.24 22.58 18.98 1.32 20.77 05-2018 05-2023
19 18.66 20.57 17.12 1.23 18.84 04-2018 04-2023
17.79 17.69 19.53 15.98 1.26 17.75 03-2018 03-2023
19 17.6 20.32 16.31 1.5 18.31 02-2018 02-2023
15.38 13.44 16.4 12.44 1.56 14.41 01-2018 01-2023
16.68 17.28 19.82 14.21 1.99 17 12-2017 12-2022
20.39 18.89 21.62 17.68 1.49 19.64 11-2017 11-2022
22.43 21.47 23.62 20.31 1.22 21.96 10-2017 10-2022
23.04 23.5 24.96 21.6 1.2 23.27 09-2017 09-2022
25.46 25.76 27.53 23.72 1.35 25.62 08-2017 08-2022
22.72 24.22 24.88 22.07 1.13 23.47 07-2017 07-2022
22.79 25.61 26.8 21.64 2.08 24.21 06-2017 06-2022
25.65 27.55 28.84 24.4 1.71 26.61 05-2017 05-2022
29.12 31.91 32.53 28.52 1.73 30.52 04-2017 04-2022
28.87 31.37 31.95 28.3 1.56 30.12 03-2017 03-2022
27.96 30.98 32.2 26.77 2.2 29.48 02-2017 02-2022
30.78 34 35.03 29.78 2.18 32.4 01-2017 01-2022
32.6 34.27 35.44 31.45 1.53 33.44 12-2016 12-2021
32.92 33.11 35.11 30.95 1.47 33.02 11-2016 11-2021
31.41 33.02 33.78 30.67 1.24 32.22 10-2016 10-2021
29.63 32.81 33.51 28.95 1.97 31.23 09-2016 09-2021
27.37 28.42 29.42 26.39 1.13 27.9 08-2016 08-2021
25.32 26.01 27.55 23.8 1.35 25.67 07-2016 07-2021
21.92 24.01 24.82 21.12 1.5 22.97 06-2016 06-2021
20.64 21.5 22.5 19.65 1.05 21.07 05-2016 05-2021
19.1 19.34 20.8 17.67 1.11 19.23 04-2016 04-2021
18.68 19.38 20.59 17.48 1.13 19.03 03-2016 03-2021
18.76 17.49 19.93 16.34 1.35 18.13 02-2016 02-2021
16.72 16.21 18.81 14.17 1.65 16.48 01-2016 01-2021
11.84 13.84 15.11 10.6 1.74 12.85 12-2015 12-2020
11.15 11.14 12.97 9.35 1.28 11.15 11-2015 11-2020
11.04 11.31 12.22 10.13 0.75 11.18 10-2015 10-2020
10.58 11.52 13.49 8.67 1.74 11.07 09-2015 09-2020
9.46 8.54 11.71 6.36 1.92 9.02 08-2015 08-2020
4.94 6.72 8.12 3.58 1.72 5.84 07-2015 07-2020
3.71 5.05 6.06 2.72 1.27 4.38 06-2015 06-2020
2.54 2.23 4.02 0.78 1.15 2.39 05-2015 05-2020
-0.87 0.03 2.89 -3.63 2.33 -0.39 04-2015 04-2020
-3.4 4.02 6.47 -5.62 5.02 0.37 03-2015 03-2020

Rolling return for 7 year

Average return: 18.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.58 21.06 23.05 18.63 1.57 20.83 02-2018 02-2025
19.96 19.73 21.95 17.77 1.48 19.85 01-2018 01-2025
23.07 22.27 24.15 21.2 1.08 22.67 12-2017 12-2024
23.84 22.97 24.98 21.84 1.15 23.41 11-2017 11-2024
25.67 25.4 26.98 24.1 1.02 25.54 10-2017 10-2024
27.21 27.17 28.24 26.15 0.74 27.19 09-2017 09-2024
27.22 27.88 29.16 25.95 1.16 27.55 08-2017 08-2024
26.95 27.49 27.97 26.48 0.56 27.22 07-2017 07-2024
24.39 26.56 27.42 23.55 1.57 25.48 06-2017 06-2024
25.44 25.86 26.76 24.55 0.8 25.65 05-2017 05-2024
26.14 27.34 27.77 25.72 0.84 26.74 04-2017 04-2024
26.41 27.48 27.89 26.01 0.76 26.95 03-2017 03-2024
27.43 27.62 28.47 26.59 0.67 27.53 02-2017 02-2024
27.21 27.45 28.15 26.52 0.58 27.33 01-2017 01-2024
26.23 27.23 28.02 25.45 0.97 26.73 12-2016 12-2023
25.05 25.4 26.75 23.72 1.08 25.23 11-2016 11-2023
23.44 24.08 24.58 22.95 0.62 23.76 10-2016 10-2023
24.8 24.98 25.44 24.33 0.4 24.89 09-2016 09-2023
22.97 23.55 24.24 22.29 0.72 23.26 08-2016 08-2023
21.74 21.72 22.78 20.68 0.74 21.73 07-2016 07-2023
21.15 21.39 21.96 20.58 0.5 21.27 06-2016 06-2023
19.73 20.64 21.35 19.03 0.88 20.19 05-2016 05-2023
18.41 18.49 19.52 17.39 0.75 18.45 04-2016 04-2023
18.41 18.8 19.66 17.56 0.76 18.61 03-2016 03-2023
19.69 18.88 20.64 17.94 1 19.29 02-2016 02-2023
18.38 17.26 19.13 16.53 1 17.82 01-2016 01-2023
16.62 17.91 18.85 15.7 1.2 17.27 12-2015 12-2022
18.33 17.81 19.19 16.95 0.81 18.07 11-2015 11-2022
18.26 18.38 19.08 17.57 0.54 18.32 10-2015 10-2022
19.66 19.5 20.99 18.18 1 19.58 09-2015 09-2022
20.45 19.39 21.86 18 1.42 19.93 08-2015 08-2022
18.39 18.76 19.87 17.29 0.92 18.58 07-2015 07-2022
18.27 20.19 21.02 17.46 1.43 19.23 06-2015 06-2022
19.97 20.63 22.13 18.49 1.31 20.3 05-2015 05-2022
22.24 22.04 24.53 19.79 1.68 22.15 04-2015 04-2022
21.18 21.22 23.25 19.19 1.44 21.21 03-2015 03-2022
19.93 21.64 22.75 18.84 1.51 20.79 02-2015 02-2022
21.74 23.56 24.55 20.77 1.48 22.65 01-2015 01-2022
23.04 23.28 24.92 21.42 1.24 23.17 12-2014 12-2021
22.67 23.04 24.11 21.61 0.89 22.86 11-2014 11-2021
23.17 23.64 24.74 22.07 0.96 23.4 10-2014 10-2021
21.4 22.36 23.98 19.81 1.51 21.89 09-2014 09-2021
20.96 21.52 22.34 20.14 0.8 21.24 08-2014 08-2021
20.35 21 21.87 19.48 0.88 20.68 07-2014 07-2021
19.28 19.99 21.3 17.99 1.2 19.64 06-2014 06-2021
20.48 19.45 21.8 18.16 1.34 19.97 05-2014 05-2021
19.15 19.71 20.37 18.5 0.69 19.43 04-2014 04-2021
18.48 18.51 19.84 17.17 0.94 18.5 03-2014 03-2021
18.55 17.36 19.38 16.54 1.09 17.96 02-2014 02-2021
17.86 17.91 19.37 16.43 1.04 17.89 01-2014 01-2021
16.63 17.3 19.06 14.91 1.49 16.98 12-2013 12-2020
15.64 16.41 16.98 15.07 0.73 16.02 11-2013 11-2020
16.99 16.41 17.88 15.53 0.86 16.7 10-2013 10-2020
16.24 17.66 18.41 15.5 1.14 16.95 09-2013 09-2020
16.63 17.09 18.33 15.4 1.05 16.86 08-2013 08-2020
13.47 14.55 15.91 12.14 1.39 14.02 07-2013 07-2020
11.9 12.78 13.7 10.99 1.01 12.34 06-2013 06-2020
9.85 10.39 10.97 9.27 0.63 10.12 05-2013 05-2020
7.43 9.85 10.33 6.97 1.46 8.64 04-2013 04-2020
6.42 13.23 14.08 5.63 3.84 9.84 03-2013 03-2020
13.27 14.42 14.95 12.74 0.88 13.84 02-2013 02-2020
12.82 13.31 14.24 11.91 0.84 13.07 01-2013 01-2020
12.26 12.15 12.96 11.47 0.53 12.21 12-2012 12-2019
12.08 12.09 12.61 11.57 0.37 12.09 11-2012 11-2019
11.4 11.41 12.44 10.38 0.73 11.41 10-2012 10-2019
11.49 10.74 11.94 10.29 0.64 11.11 09-2012 09-2019
11.52 11.77 12.25 11.04 0.44 11.64 08-2012 08-2019
12.22 13.5 14.11 11.62 0.99 12.86 07-2012 07-2019
14.46 14.29 15.24 13.52 0.61 14.38 06-2012 06-2019
14.21 14.13 15.13 13.22 0.68 14.17 05-2012 05-2019
13.9 13.63 14.27 13.27 0.37 13.77 04-2012 04-2019
14.12 13.21 14.45 12.88 0.64 13.66 03-2012 03-2019
13.89 12.74 14.51 12.13 0.93 13.32 02-2012 02-2019
16.79 14.67 17.49 13.99 1.45 15.73 01-2012 01-2019
16.57 15.66 17.6 14.65 1.09 16.12 12-2011 12-2018
15.54 14.41 16.54 13.43 1.17 14.98 11-2011 11-2018
14.87 15.89 17.04 13.74 1.22 15.38 10-2011 10-2018
16 17.68 18.78 14.92 1.49 16.84 09-2011 09-2018
17.5 15.3 18.88 13.96 1.91 16.41 08-2011 08-2018
13.28 13.76 14.4 12.64 0.64 13.52 07-2011 07-2018
13.24 11.78 14.43 10.62 1.44 12.52 06-2011 06-2018
11.99 11.67 12.87 10.8 0.74 11.83 05-2011 05-2018
10.55 11.08 11.81 9.83 0.72 10.82 04-2011 04-2018
12.18 12.32 13.43 11.08 0.83 12.25 03-2011 03-2018

Rolling return for 10 year

Average return: 11.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.17 19.09 19.86 17.42 0.92 18.64 02-2015 02-2025
19.36 20.08 20.75 18.7 0.77 19.72 01-2015 01-2025
20.7 20.32 21.45 19.59 0.67 20.52 12-2014 12-2024
19.87 19.91 20.64 19.14 0.53 19.89 11-2014 11-2024
20.4 20.52 21.27 19.65 0.57 20.46 10-2014 10-2024
21.13 20.7 21.81 20.02 0.65 20.91 09-2014 09-2024
20.96 21.67 22.25 20.38 0.71 21.32 08-2014 08-2024
21.49 21.56 22.17 20.88 0.46 21.52 07-2014 07-2024
19.95 21.06 21.99 19.04 1.11 20.51 06-2014 06-2024
21.89 21.12 22.78 20.23 0.94 21.51 05-2014 05-2024
22.1 22.73 23.2 21.63 0.6 22.41 04-2014 04-2024
22.4 22.43 23.4 21.44 0.69 22.42 03-2014 03-2024
23.33 22.56 24.03 21.86 0.81 22.95 02-2014 02-2024
22.96 22.54 23.6 21.91 0.62 22.75 01-2014 01-2024
22.94 22.87 24.16 21.66 0.88 22.91 12-2013 12-2023
22.09 22.82 23.24 21.67 0.61 22.45 11-2013 11-2023
22.71 22.42 23.5 21.64 0.67 22.57 10-2013 10-2023
23.97 23.87 24.42 23.42 0.36 23.92 09-2013 09-2023
23.92 23.9 24.82 23.01 0.64 23.91 08-2013 08-2023
23 22.72 23.74 21.98 0.63 22.86 07-2013 07-2023
22.72 22.6 23.29 22.03 0.45 22.66 06-2013 06-2023
20.91 21.6 22.05 20.46 0.61 21.26 05-2013 05-2023
20.17 20.59 20.96 19.81 0.43 20.38 04-2013 04-2023
19.96 20.2 20.84 19.33 0.54 20.08 03-2013 03-2023
20.19 20.46 20.86 19.8 0.39 20.33 02-2013 02-2023
19.47 19.32 20 18.79 0.43 19.39 01-2013 01-2023
19.18 20.17 20.77 18.59 0.85 19.68 12-2012 12-2022
19.65 19.87 20.26 19.26 0.36 19.76 11-2012 11-2022
19.52 19.33 20.1 18.76 0.48 19.43 10-2012 10-2022
19.61 19.63 20.54 18.7 0.65 19.62 09-2012 09-2022
20.16 20.78 21.15 19.8 0.53 20.47 08-2012 08-2022
19.48 20.07 20.53 19.03 0.57 19.78 07-2012 07-2022
19.54 20.78 21.48 18.85 1.03 20.16 06-2012 06-2022
20.4 21.17 21.92 19.67 0.84 20.79 05-2012 05-2022
21.66 22.77 23.26 21.19 0.83 22.22 04-2012 04-2022
21.71 22.22 23.16 20.79 0.86 21.97 03-2012 03-2022
21.34 22 23.34 20.03 1.19 21.68 02-2012 02-2022
24.67 24.54 26.68 22.56 1.46 24.61 01-2012 01-2022
25.32 25.19 26.66 23.87 0.99 25.26 12-2011 12-2021
24.42 23.83 25.44 22.82 0.95 24.13 11-2011 11-2021
23.72 23.96 24.82 22.86 0.7 23.84 10-2011 10-2021
21.94 22.95 23.75 21.15 0.99 22.45 09-2011 09-2021
21.23 19.62 22.2 18.67 1.37 20.43 08-2011 08-2021
18.1 18.68 19.15 17.64 0.57 18.39 07-2011 07-2021
17.15 16.6 18.53 15.24 1.18 16.88 06-2011 06-2021
14.96 14.98 15.84 14.11 0.61 14.97 05-2011 05-2021
13.46 13.75 14.27 12.95 0.48 13.61 04-2011 04-2021
13.84 13.97 14.76 13.06 0.6 13.91 03-2011 03-2021
13.63 13.33 14.19 12.78 0.51 13.48 02-2011 02-2021
12.4 11.74 13.4 10.76 0.96 12.07 01-2011 01-2021
10.22 10.8 11.82 9.21 0.95 10.51 12-2010 12-2020
9.08 8.44 9.97 7.56 0.88 8.76 11-2010 11-2020
7.84 7.75 8.41 7.17 0.44 7.79 10-2010 10-2020
6.76 7.75 8.15 6.36 0.72 7.26 09-2010 09-2020
6.32 6.86 7.4 5.78 0.6 6.59 08-2010 08-2020
4.61 5.57 6.18 4 0.84 5.09 07-2010 07-2020
3.94 4.41 5.11 3.25 0.68 4.18 06-2010 06-2020
3.21 2.72 3.95 1.99 0.71 2.97 05-2010 05-2020
0.47 2.07 2.36 0.19 0.95 1.27 04-2010 04-2020
-0.08 4.59 4.9 -0.38 2.49 2.26 03-2010 03-2020
4.8 5.28 5.88 4.2 0.62 5.04 02-2010 02-2020
4.41 4.16 5.32 3.26 0.73 4.29 01-2010 01-2020
4.26 4.21 4.7 3.76 0.33 4.23 12-2009 12-2019
5.23 4.41 5.57 4.07 0.6 4.82 11-2009 11-2019
4.48 3.74 5.16 3.07 0.78 4.11 10-2009 10-2019
3.75 3.37 4.04 3.08 0.37 3.56 09-2009 09-2019
4.44 3.88 4.92 3.4 0.57 4.16 08-2009 08-2019
6.61 5.64 7.86 4.41 1.27 6.13 07-2009 07-2019
6.66 6.16 7.17 5.66 0.56 6.41 06-2009 06-2019
9.9 6.93 10.51 6.33 1.81 8.42 05-2009 05-2019
11.54 10.23 11.79 9.98 0.79 10.88 04-2009 04-2019
13.37 11.93 13.61 11.7 0.85 12.65 03-2009 03-2019
12.01 11.88 12.44 11.45 0.35 11.95 02-2009 02-2019
11.88 10.65 12.35 10.19 0.88 11.27 01-2009 01-2019
10.95 10.82 11.63 10.14 0.53 10.88 12-2008 12-2018
10.78 10.33 11.45 9.67 0.65 10.56 11-2008 11-2018
11.2 8.69 12.66 7.27 2.1 9.96 10-2008 10-2018
8.68 8.16 10.49 6.38 1.46 8.43 09-2008 09-2018
7.63 8.15 8.51 7.27 0.48 7.89 08-2008 08-2018
7.77 7.64 8.51 6.9 0.57 7.71 07-2008 07-2018
6.7 6.13 7.48 5.36 0.78 6.42 06-2008 06-2018
5.51 5.34 6.09 4.77 0.47 5.43 05-2008 05-2018
6.34 5.58 7.19 4.75 0.9 5.97 04-2008 04-2018
7.59 6.07 8.43 5.25 1.25 6.83 03-2008 03-2018
5.5 5.25 6.72 4.05 0.95 5.38 02-2008 02-2018
6.83 3.61 8.22 2.28 2.39 5.23 01-2008 01-2018
2.94 2.58 4.05 1.49 0.91 2.76 12-2007 12-2017
2.58 3.12 3.75 1.95 0.66 2.85 11-2007 11-2017
1.95 1.9 2.85 1.01 0.65 1.93 10-2007 10-2017
1.86 1.8 2.46 1.2 0.45 1.83 09-2007 09-2017
2.45 2.15 3.17 1.43 0.62 2.3 08-2007 08-2017
1.8 1.38 2.07 1.11 0.37 1.59 07-2007 07-2017
1.53 1.44 2.01 0.96 0.37 1.48 06-2007 06-2017
1.56 1.43 2.07 0.92 0.41 1.5 05-2007 05-2017
3.05 1.85 3.29 1.62 0.73 2.45 04-2007 04-2017
3.32 2.68 3.55 2.45 0.45 3 03-2007 03-2017
2.49 1.52 2.96 1.05 0.76 2 02-2007 02-2017
2.54 1.83 2.93 1.44 0.58 2.19 01-2007 01-2017
3.95 2.9 4.4 2.45 0.78 3.43 12-2006 12-2016
3.84 3.63 4.62 2.86 0.63 3.74 11-2006 11-2016
4.96 4.36 5.25 4.07 0.47 4.66 10-2006 10-2016
4.92 4.71 5.2 4.44 0.28 4.82 09-2006 09-2016
6.03 5.13 6.44 4.73 0.68 5.58 08-2006 08-2016
6.85 6.69 7.5 6.04 0.52 6.77 07-2006 07-2016
7.71 5.68 8.06 5.34 1.2 6.7 06-2006 06-2016
4.98 3.72 5.41 3.29 0.87 4.35 05-2006 05-2016
4.07 3.96 4.71 3.33 0.49 4.02 04-2006 04-2016
4.23 4.08 4.76 3.55 0.43 4.15 03-2006 03-2016
4.08 4.8 5.15 3.72 0.57 4.44 02-2006 02-2016
4.55 5.17 5.71 4.01 0.64 4.86 01-2006 01-2016
5.53 5.51 6.12 4.92 0.42 5.52 12-2005 12-2015
5.98 5.82 6.85 4.96 0.67 5.9 11-2005 11-2015
6.35 4.8 6.78 4.37 1.01 5.58 10-2005 10-2015
4.41 3.94 5.33 3.04 0.83 4.18 09-2005 09-2015
5.01 4.98 6.53 3.48 1.08 5 08-2005 08-2015
5.44 5.67 6.13 4.98 0.41 5.55 07-2005 07-2015
5.41 5.17 5.91 4.67 0.45 5.29 06-2005 06-2015
5.87 5.86 6.8 4.94 0.66 5.87 05-2005 05-2015
6.02 6.28 7.53 4.79 0.97 6.16 04-2005 04-2015

Rolling return for 12 year

Average return: 11.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.92 22.03 22.36 20.59 0.74 21.48 02-2013 02-2025
21.5 22.1 22.68 20.93 0.65 21.8 01-2013 01-2025
22.51 22.63 23.14 22 0.41 22.57 12-2012 12-2024
21.76 22.09 22.42 21.43 0.37 21.93 11-2012 11-2024
21.84 21.93 22.58 21.19 0.49 21.88 10-2012 10-2024
22.53 22.34 23.11 21.76 0.48 22.44 09-2012 09-2024
22.02 22.79 23.1 21.71 0.56 22.41 08-2012 08-2024
22.41 22.6 22.98 22.03 0.34 22.51 07-2012 07-2024
20.98 22.11 22.69 20.4 0.9 21.55 06-2012 06-2024
21.14 21.27 21.89 20.53 0.48 21.21 05-2012 05-2024
21.21 21.73 22.12 20.82 0.5 21.47 04-2012 04-2024
21.51 21.56 22.33 20.74 0.56 21.54 03-2012 03-2024
22.12 21.6 22.71 21.02 0.63 21.86 02-2012 02-2024
23.66 22.44 24.19 21.92 0.91 23.05 01-2012 01-2024
22.93 22.74 23.94 21.74 0.78 22.84 12-2011 12-2023
21.4 21.05 22.35 20.1 0.81 21.23 11-2011 11-2023
20.49 20.43 21.13 19.79 0.47 20.46 10-2011 10-2023
20.49 20.2 20.85 19.84 0.37 20.34 09-2011 09-2023
19.75 18.34 20.47 17.64 1.12 19.05 08-2011 08-2023
17.28 17.48 17.86 16.89 0.35 17.38 07-2011 07-2023
17.5 16.35 17.95 15.9 0.83 16.93 06-2011 06-2023
15.38 15.56 16.28 14.66 0.58 15.47 05-2011 05-2023
14 14.18 14.62 13.56 0.38 14.09 04-2011 04-2023
14.49 14.53 15.19 13.83 0.48 14.51 03-2011 03-2023
14.99 14.8 15.52 14.27 0.45 14.89 02-2011 02-2023
14.05 13.07 14.46 12.65 0.73 13.56 01-2011 01-2023
13.22 13.6 14.48 12.35 0.76 13.41 12-2010 12-2022
13.49 12.65 13.97 12.17 0.7 13.07 11-2010 11-2022
12.42 12.3 12.87 11.84 0.37 12.36 10-2010 10-2022
12.45 12.82 13.17 12.09 0.4 12.63 09-2010 09-2022
12.97 13.26 13.74 12.49 0.45 13.12 08-2010 08-2022
12.29 12.57 13.11 11.75 0.49 12.43 07-2010 07-2022
12.18 13.06 13.69 11.55 0.82 12.62 06-2010 06-2022
12.99 13.04 14.17 11.87 0.81 13.02 05-2010 05-2022
13.27 14.25 14.51 13.01 0.63 13.76 04-2010 04-2022
13.41 14.25 14.53 13.13 0.58 13.83 03-2010 03-2022
13.11 14.11 14.66 12.57 0.82 13.61 02-2010 02-2022
13.61 14.07 15.13 12.56 0.92 13.84 01-2010 01-2022
14.39 14.95 15.4 13.94 0.55 14.67 12-2009 12-2021
15.14 14.87 15.93 14.08 0.66 15 11-2009 11-2021
14.79 14.34 15.64 13.5 0.77 14.57 10-2009 10-2021
13.18 13.96 14.58 12.57 0.76 13.57 09-2009 09-2021
13.2 13.01 13.96 12.26 0.6 13.11 08-2009 08-2021
14.35 13.21 15.2 12.38 1.08 13.79 07-2009 07-2021
12.37 12.6 13.48 11.5 0.7 12.49 06-2009 06-2021
14.65 12.25 15.38 11.54 1.6 13.46 05-2009 05-2021
15.41 14.73 16.09 14.06 0.76 15.07 04-2009 04-2021
16.52 15.85 17.3 15.08 0.82 16.19 03-2009 03-2021
15.38 15.37 15.86 14.9 0.34 15.38 02-2009 02-2021
14.9 14.3 15.76 13.45 0.84 14.6 01-2009 01-2021
12.88 13.56 14.25 12.2 0.76 13.22 12-2008 12-2020
12 11.82 12.76 11.07 0.6 11.91 11-2008 11-2020
12.18 9.35 12.68 8.87 1.68 10.77 10-2008 10-2020
8.1 7.35 9.27 6.19 1.12 7.73 09-2008 09-2020
6.01 6.62 6.92 5.72 0.48 6.32 08-2008 08-2020
5.15 5.75 6.46 4.45 0.74 5.45 07-2008 07-2020
3.84 3.71 4.81 2.75 0.73 3.78 06-2008 06-2020
1.84 1.85 2.45 1.24 0.43 1.85 05-2008 05-2020
1.25 1.55 2.84 -0.02 1.02 1.4 04-2008 04-2020
1.4 3.68 5.6 -0.44 2.28 2.56 03-2008 03-2020
3.72 3.42 4.62 2.53 0.75 3.57 02-2008 02-2020
3.75 0.78 4.51 0.05 1.89 2.27 01-2008 01-2020
0.98 0.14 1.34 -0.22 0.63 0.56 12-2007 12-2019
1.57 1.33 1.85 1.05 0.3 1.45 11-2007 11-2019
1.49 1.25 2.04 0.71 0.48 1.37 10-2007 10-2019
1.61 1.31 1.85 1.07 0.3 1.46 09-2007 09-2019
2.55 2.09 2.94 1.71 0.46 2.32 08-2007 08-2019
1.93 2.35 2.93 1.36 0.57 2.14 07-2007 07-2019
2.87 2.79 3.28 2.39 0.32 2.83 06-2007 06-2019
3.13 3.07 3.61 2.59 0.36 3.1 05-2007 05-2019
4.51 3.48 4.7 3.29 0.62 4 04-2007 04-2019
4.73 4.17 4.91 3.99 0.38 4.45 03-2007 03-2019
3.86 2.97 4.19 2.64 0.63 3.42 02-2007 02-2019
4.03 3.46 4.39 3.1 0.5 3.75 01-2007 01-2019
5.25 4.52 5.79 3.99 0.69 4.89 12-2006 12-2018
5.36 5.05 5.89 4.53 0.49 5.21 11-2006 11-2018
5.94 6.34 7.1 5.19 0.69 6.14 10-2006 10-2018
7.19 8.26 8.68 6.78 0.77 7.73 09-2006 09-2018
8.68 8.3 9.42 7.56 0.67 8.49 08-2006 08-2018
8.69 8.62 9.31 8 0.46 8.65 07-2006 07-2018
8.88 7.54 9.55 6.88 1.06 8.21 06-2006 06-2018
7.09 6.14 7.59 5.66 0.76 6.62 05-2006 05-2018
6.11 6.18 6.82 5.48 0.47 6.15 04-2006 04-2018
6.71 6.81 7.4 6.13 0.45 6.76 03-2006 03-2018
6.79 7.51 7.81 6.49 0.53 7.15 02-2006 02-2018
7.88 8.58 9.05 7.42 0.63 8.23 01-2006 01-2018
7.28 7.72 8.24 6.77 0.54 7.5 12-2005 12-2017
7.17 7.32 8.19 6.31 0.67 7.25 11-2005 11-2017
6.69 5.81 7.47 5.04 0.91 6.25 10-2005 10-2017
5.58 4.93 6.1 4.42 0.64 5.26 09-2005 09-2017
5.63 4.96 6.25 4.35 0.71 5.3 08-2005 08-2017
5.9 5.74 6.13 5.51 0.23 5.82 07-2005 07-2017
5.78 5.58 6.2 5.17 0.37 5.68 06-2005 06-2017
6.04 5.7 6.48 5.26 0.45 5.87 05-2005 05-2017
6.12 5.29 6.32 5.09 0.52 5.71 04-2005 04-2017

Rolling return for 15 year

Average return: 11.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.32 13.96 14.4 12.89 0.58 13.64 02-2010 02-2025
13.69 13.72 14.56 12.85 0.6 13.71 01-2010 01-2025
14.59 14.7 15.06 14.23 0.3 14.64 12-2009 12-2024
14.83 14.47 15.32 13.98 0.49 14.65 11-2009 11-2024
14.67 14.18 15.22 13.63 0.59 14.43 10-2009 10-2024
14.61 14.54 15.04 14.11 0.33 14.57 09-2009 09-2024
14.71 14.76 15.53 13.95 0.56 14.74 08-2009 08-2024
16.26 15.08 16.69 14.65 0.83 15.67 07-2009 07-2024
14.15 14.72 15.44 13.44 0.74 14.44 06-2009 06-2024
16.69 14.71 17.26 14.15 1.3 15.7 05-2009 05-2024
18.06 17.65 18.76 16.95 0.66 17.86 04-2009 04-2024
19.47 18.93 20.12 18.29 0.67 19.2 03-2009 03-2024
19.11 19.16 19.56 18.71 0.3 19.13 02-2009 02-2024
18.8 18 19.21 17.6 0.64 18.4 01-2009 01-2024
17.68 17.89 18.46 17.11 0.48 17.79 12-2008 12-2023
16.88 16.83 17.61 16.1 0.53 16.85 11-2008 11-2023
16.78 14.51 17.28 14.02 1.4 15.65 10-2008 10-2023
14.49 13.15 14.77 12.87 0.82 13.82 09-2008 09-2023
12.52 12.81 13.06 12.27 0.3 12.66 08-2008 08-2023
12.66 12.5 13.11 12.05 0.38 12.58 07-2008 07-2023
12.09 11.5 12.44 11.15 0.5 11.79 06-2008 06-2023
10.22 10.4 10.92 9.71 0.43 10.31 05-2008 05-2023
10.41 9.77 10.89 9.3 0.61 10.09 04-2008 04-2023
10.89 9.81 11.43 9.27 0.85 10.35 03-2008 03-2023
9.82 9.22 10.23 8.81 0.55 9.52 02-2008 02-2023
9.61 6.78 9.93 6.47 1.58 8.2 01-2008 01-2023
7.33 7.26 8.29 6.32 0.7 7.3 12-2007 12-2022
8.2 8.13 8.57 7.76 0.29 8.16 11-2007 11-2022
8.37 8.04 8.71 7.7 0.38 8.2 10-2007 10-2022
8.48 8.57 9.04 8.01 0.37 8.53 09-2007 09-2022
9.61 9.48 10.2 8.88 0.47 9.54 08-2007 08-2022
8.34 8.49 8.97 7.86 0.4 8.41 07-2007 07-2022
8.17 8.93 9.34 7.77 0.62 8.55 06-2007 06-2022
9.03 9.48 9.94 8.57 0.51 9.25 05-2007 05-2022
11.1 11.02 12.07 10.06 0.71 11.06 04-2007 04-2022
11.22 11.47 12.1 10.59 0.54 11.35 03-2007 03-2022
10.36 10.52 11.56 9.32 0.79 10.44 02-2007 02-2022
11.2 11.59 12.39 10.41 0.71 11.4 01-2007 01-2022
12.73 12.44 13.53 11.65 0.67 12.59 12-2006 12-2021
12.75 12.65 13.36 12.04 0.47 12.7 11-2006 11-2021
13.12 13.15 13.8 12.48 0.47 13.14 10-2006 10-2021
12.58 13.34 13.7 12.24 0.58 12.96 09-2006 09-2021
12.72 12.38 13.32 11.79 0.55 12.55 08-2006 08-2021
12.68 12.77 13.35 12.11 0.44 12.73 07-2006 07-2021
12.25 11.47 13.13 10.6 0.94 11.86 06-2006 06-2021
9.96 9.33 10.52 8.78 0.65 9.65 05-2006 05-2021
8.86 8.85 9.37 8.34 0.36 8.86 04-2006 04-2021
8.84 8.95 9.42 8.37 0.37 8.89 03-2006 03-2021
8.76 8.87 9.11 8.51 0.22 8.81 02-2006 02-2021
8.46 8.73 9.1 8.09 0.37 8.6 01-2006 01-2021
7.6 8.22 8.64 7.18 0.56 7.91 12-2005 12-2020
7.68 7.57 8.26 6.99 0.45 7.62 11-2005 11-2020
7.89 6.92 8.27 6.55 0.7 7.41 10-2005 10-2020
6.43 6.41 7.35 5.49 0.66 6.42 09-2005 09-2020
6.47 6.15 7.2 5.44 0.63 6.32 08-2005 08-2020
5.27 6.01 6.33 4.97 0.55 5.64 07-2005 07-2020
4.84 5.13 5.62 4.35 0.46 4.98 06-2005 06-2020
4.75 4.63 5.25 4.14 0.39 4.69 05-2005 05-2020
3.68 4.15 4.97 2.87 0.76 3.92 04-2005 04-2020