NIFTY MIDSMALLCAP 400

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.62
Weighted mean CAGR by duration 14.98
Mean CAGR 18.64
Standard deviation CAGR 7.12
Range for CAGR 19.36

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.77 68.18 37.72 32.59
3 year 12.45 43.85 26.06 26.36
5 year -0.38 37.77 15.03 16.24
7 year 5.80 19.95 14.91 14.87
10 year 4.02 21.97 13.58 13.77
12 year 3.23 20.76 13.47 13.42
15 year 7.49 21.60 12.48 13.23

Rolling return for 1 year

Average return: 32.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
-5.06 -0.55 7 -11.77 6.83 -2.59 04-2024 04-2025
2.92 5.71 16.95 -6.98 8.52 4.65 03-2024 03-2025
-0.24 7.65 15.15 -6.73 8.23 3.96 02-2024 02-2025
9.07 20.47 28.14 2.54 9.91 15.05 01-2024 01-2025
30.86 29.5 37.94 22.85 5.36 30.29 12-2023 12-2024
37.49 35.08 48.88 24.74 8.58 36.55 11-2023 11-2024
44.83 46.91 59.52 33.38 9.28 46.16 10-2023 10-2024
47.38 45.81 54.32 39.25 5.36 46.69 09-2023 09-2024
49.32 50.44 60.37 40.08 7.19 50.05 08-2023 08-2024
52.91 56.08 65.79 43.96 7.8 54.69 07-2023 07-2024
41.08 58.29 68.18 32.78 13.92 50.08 06-2023 06-2024
52.87 57.78 66.13 45.18 7.61 55.49 05-2023 05-2024

Rolling return for 3 year

Average return: 26.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.56 17.02 19.22 12.45 2.55 15.81 04-2022 04-2025
19 19.74 24.18 14.75 3.34 19.42 03-2022 03-2025
19.41 18.99 25.26 13.43 4.19 19.27 02-2022 02-2025
19.03 20.85 25.59 14.53 3.96 20 01-2022 01-2025
24.64 23 26.85 20.86 2.2 23.84 12-2021 12-2024
22.56 21.77 25.85 18.58 2.59 22.19 11-2021 11-2024
22.23 22.2 26.23 18.32 2.8 22.25 10-2021 10-2024
26.33 25.5 28.28 23.59 1.68 25.93 09-2021 09-2024
26.81 26.6 29.86 23.62 2.21 26.72 08-2021 08-2024
25.68 26.93 29.12 23.56 2.01 26.32 07-2021 07-2024
22.14 26.71 29.51 19.5 3.89 24.46 06-2021 06-2024
26.32 26.27 29.87 22.82 2.49 26.32 05-2021 05-2024
27.88 27.84 31.03 24.76 2.22 27.88 04-2021 04-2024
25.28 25.94 29.57 21.77 2.77 25.64 03-2021 03-2024
31 28.24 33.97 25.4 3.18 29.65 02-2021 02-2024
30.14 29.88 32.84 27.24 1.98 30.02 01-2021 01-2024
31.53 30.34 34.33 27.62 2.41 30.96 12-2020 12-2023
32.12 30.23 36.47 26.07 3.74 31.22 11-2020 11-2023
31.45 33.18 35.11 29.58 2.05 32.33 10-2020 10-2023
34.49 33.01 37.06 30.52 2.37 33.77 09-2020 09-2023
34.34 31.02 37.23 28.26 3.38 32.71 08-2020 08-2023
34.92 34.91 37.66 32.23 1.92 34.93 07-2020 07-2023
36.66 33.38 39.45 30.72 3.3 35.05 06-2020 06-2023
37.68 37.12 40.07 34.78 1.88 37.41 05-2020 05-2023
38.85 33.5 41.4 31.1 4.1 36.21 04-2020 04-2023
40.42 22.63 43.85 19.71 10.6 31.65 03-2020 03-2023
22.02 20.4 24.08 18.4 2.09 21.23 02-2020 02-2023
22.12 21.24 24.75 18.69 2.17 21.7 01-2020 01-2023
23.21 25.53 27.23 21.57 2.16 24.39 12-2019 12-2022
24.46 24.61 26.05 23.04 1.07 24.54 11-2019 11-2022
26.3 24.64 27.94 23.03 1.83 25.48 10-2019 10-2022
26.69 26.08 30.22 22.66 2.68 26.41 09-2019 09-2022
27.02 26.74 29.46 24.35 1.81 26.89 08-2019 08-2022
20.83 20.03 25.45 15.61 3.49 20.48 07-2019 07-2022
15.48 17.98 20.85 12.73 3 16.76 06-2019 06-2022
18.38 20.03 23.72 14.85 3.19 19.24 05-2019 05-2022

Rolling return for 5 year

Average return: 16.24
Min Max Min-Max Max-Min Standard Deviation Mean From To
32.32 30.93 35.52 27.83 2.76 31.65 04-2020 04-2025
34.3 25.2 37.77 22.04 6.43 29.83 03-2020 03-2025
23.14 24.46 26.73 20.94 2.1 23.82 02-2020 02-2025
24.73 26.63 28.81 22.61 2.29 25.7 01-2020 01-2025
28.71 29.03 30.08 27.68 0.86 28.88 12-2019 12-2024
27.3 28.46 29.35 26.43 1.11 27.88 11-2019 11-2024
29.38 29.84 31.9 27.36 1.61 29.62 10-2019 10-2024
31.4 30.07 32.61 28.87 1.4 30.74 09-2019 09-2024
30.71 30.91 32.59 29.05 1.25 30.82 08-2019 08-2024
29.33 28 31.44 25.95 2 28.68 07-2019 07-2024
23.52 26.1 27.94 21.75 2.37 24.83 06-2019 06-2024
24.81 24.62 26.91 22.56 1.54 24.72 05-2019 05-2024
23.04 23.69 24.85 21.89 1.07 23.37 04-2019 04-2024
22.44 22.82 24.94 20.37 1.62 22.64 03-2019 03-2024
24.72 24.73 26.41 23.06 1.18 24.73 02-2019 02-2024
23.3 23.13 24.83 21.62 1.14 23.22 01-2019 01-2024
21.93 21.78 23.48 20.25 1.14 21.86 12-2018 12-2023
18.86 20.75 21.19 18.43 1.18 19.81 11-2018 11-2023
19.69 19.92 21.68 17.96 1.32 19.81 10-2018 10-2023
18.92 16.7 20.27 15.38 1.9 17.82 09-2018 09-2023
14.97 15.36 16.44 13.9 0.91 15.17 08-2018 08-2023
15.31 15.48 16.71 14.09 0.93 15.4 07-2018 07-2023
13.9 13.69 15.29 12.32 1.05 13.8 06-2018 06-2023
11.61 11.19 12.77 10.05 0.97 11.4 05-2018 05-2023
9.67 9.7 10.87 8.51 0.83 9.69 04-2018 04-2023
9.65 9.93 11.25 8.35 1.03 9.79 03-2018 03-2023
9.56 9.14 10.66 8.05 0.93 9.35 02-2018 02-2023
8.17 8.31 9.56 6.94 0.93 8.25 01-2018 01-2023
9.02 9.55 11.14 7.46 1.31 9.29 12-2017 12-2022
10.39 10.19 11.24 9.35 0.67 10.29 11-2017 11-2022
11.34 10.53 12.21 9.67 0.94 10.94 10-2017 10-2022
11.59 12 13.45 10.16 1.17 11.8 09-2017 09-2022
12.12 11.97 13.4 10.7 0.96 12.05 08-2017 08-2022
8.98 10.73 11.46 8.26 1.29 9.86 07-2017 07-2022
8.48 10.75 11.49 7.76 1.54 9.62 06-2017 06-2022
10.35 11.62 13.31 8.7 1.69 10.99 05-2017 05-2022
12.99 13.24 14.26 11.99 0.81 13.12 04-2017 04-2022
12.24 13.27 14.72 10.82 1.43 12.76 03-2017 03-2022
13.17 15.66 16.71 12.15 1.84 14.42 02-2017 02-2022
16.78 17.78 19.51 15.09 1.6 17.29 01-2017 01-2022
17.78 18.28 19.98 16.12 1.38 18.04 12-2016 12-2021
17.67 16.4 20.02 14.12 2.13 17.05 11-2016 11-2021
15.3 16.97 17.57 14.71 1.17 16.14 10-2016 10-2021
15.21 15.86 16.74 14.35 0.88 15.54 09-2016 09-2021
14.75 15.28 16.51 13.53 1.07 15.02 08-2016 08-2021
15.54 15.8 16.73 14.62 0.75 15.67 07-2016 07-2021
15.7 15.97 17.23 14.46 0.98 15.84 06-2016 06-2021
14.72 15.92 16.67 13.98 1.04 15.32 05-2016 05-2021
14.21 14.62 15.92 12.93 1.07 14.42 04-2016 04-2021
15.62 15.78 17.61 13.82 1.34 15.71 03-2016 03-2021
14.31 14.59 17.35 11.62 2.03 14.47 02-2016 02-2021
12.74 11.11 14.28 9.61 1.75 11.94 01-2016 01-2021
9.08 9.89 11.07 7.92 1.15 9.49 12-2015 12-2020
6.8 8.82 9.84 5.81 1.59 7.82 11-2015 11-2020
6.36 6.3 7.28 5.39 0.67 6.33 10-2015 10-2020
6.87 7.65 8.81 5.73 1.12 7.27 09-2015 09-2020
5.47 5.63 8.44 2.73 2.02 5.57 08-2015 08-2020
3.19 3.42 4.45 2.18 0.81 3.31 07-2015 07-2020
2.42 3.82 5.19 1.09 1.53 3.13 06-2015 06-2020
0.85 0.89 2.14 -0.38 0.89 0.88 05-2015 05-2020

Rolling return for 7 year

Average return: 14.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.34 14.43 15.3 12.49 1.07 13.89 04-2018 04-2025
13.99 15.11 16.09 13.03 1.15 14.55 03-2018 03-2025
13.73 14.94 16.08 12.61 1.3 14.34 02-2018 02-2025
13.69 15.39 16.34 12.76 1.4 14.54 01-2018 01-2025
16.48 16.15 17.36 15.28 0.74 16.32 12-2017 12-2024
16.1 16.63 17.43 15.31 0.77 16.37 11-2017 11-2024
17.42 17.78 19.06 16.17 1.03 17.61 10-2017 10-2024
18.77 18.45 19.55 17.68 0.67 18.61 09-2017 09-2024
18.59 18.72 19.8 17.52 0.81 18.66 08-2017 08-2024
17.82 18.63 19.19 17.27 0.74 18.23 07-2017 07-2024
15.88 18.26 18.83 15.33 1.5 17.07 06-2017 06-2024
16.92 17.05 18.32 15.67 0.94 16.99 05-2017 05-2024
16.52 17 17.75 15.78 0.72 16.76 04-2017 04-2024
16.52 17.15 18.22 15.47 1 16.84 03-2017 03-2024
17.91 18.28 19.05 17.15 0.68 18.1 02-2017 02-2024
18.89 18.7 19.94 17.66 0.81 18.8 01-2017 01-2024
18.87 18.74 19.95 17.67 0.81 18.81 12-2016 12-2023
17.11 16.18 18.75 14.57 1.51 16.65 11-2016 11-2023
14.43 15.37 15.79 14.02 0.71 14.9 10-2016 10-2023
15.71 16.02 16.65 15.09 0.56 15.87 09-2016 09-2023
15.35 15.52 16.4 14.47 0.68 15.43 08-2016 08-2023
15.08 15.42 16.08 14.43 0.6 15.25 07-2016 07-2023
15.11 15.22 16.11 14.23 0.67 15.17 06-2016 06-2023
14.75 15.07 15.6 14.22 0.5 14.91 05-2016 05-2023
14.29 14.26 15.18 13.37 0.64 14.27 04-2016 04-2023
14.94 14.84 16.13 13.66 0.87 14.89 03-2016 03-2023
15.89 14.76 16.73 13.94 1.06 15.33 02-2016 02-2023
14.89 13.63 15.94 12.6 1.26 14.27 01-2016 01-2023
13.56 14.25 15.13 12.69 0.9 13.91 12-2015 12-2022
14.25 14.11 14.87 13.49 0.49 14.18 11-2015 11-2022
13.91 13.8 14.54 13.17 0.49 13.86 10-2015 10-2022
14.59 15.07 15.96 13.72 0.81 14.84 09-2015 09-2022
14.23 13.02 15.16 12.11 1.16 13.63 08-2015 08-2022
11.5 12.51 13.31 10.72 0.98 12.01 07-2015 07-2022
11.73 12.87 13.93 10.69 1.21 12.3 06-2015 06-2022
12.49 13.64 14.64 11.51 1.18 13.07 05-2015 05-2022
14.47 13.64 15.38 12.74 0.98 14.06 04-2015 04-2022
12.27 12.98 14.04 11.23 1.02 12.63 03-2015 03-2022
12.47 14.11 14.97 11.63 1.32 13.29 02-2015 02-2022
14.08 14.96 15.98 13.07 1.07 14.52 01-2015 01-2022
14.82 15.02 16.34 13.51 1 14.92 12-2014 12-2021
14.47 15.54 16.09 13.92 0.86 15 11-2014 11-2021
16.09 16.68 17.72 15.07 0.96 16.39 10-2014 10-2021
15.2 15.16 16.29 14.08 0.78 15.18 09-2014 09-2021
15.11 15.56 16.37 14.31 0.75 15.34 08-2014 08-2021
15.38 14.87 16.22 14.03 0.79 15.12 07-2014 07-2021
14.92 14.57 16.01 13.5 0.9 14.75 06-2014 06-2021
16.78 15.13 18.2 13.75 1.68 15.96 05-2014 05-2021
16.63 16.92 17.87 15.69 0.78 16.78 04-2014 04-2021
18 17.84 19.45 16.42 1.07 17.93 03-2014 03-2021
17.16 18.69 19.38 16.49 1.16 17.93 02-2014 02-2021
17.31 17.09 18.45 15.97 0.88 17.2 01-2014 01-2021
15.6 16.15 17.1 14.66 0.88 15.88 12-2013 12-2020
14.37 16.04 16.69 13.74 1.2 15.21 11-2013 11-2020
15.29 14.7 16 14 0.74 15 10-2013 10-2020
15.87 16.08 17.37 14.6 0.98 15.98 09-2013 09-2020
15.05 16.28 17.36 13.99 1.27 15.67 08-2013 08-2020
13.35 12.89 14.34 11.92 0.87 13.12 07-2013 07-2020
11.16 11.71 13.3 9.6 1.32 11.44 06-2013 06-2020
8.53 8.91 9.52 7.92 0.58 8.72 05-2013 05-2020
7.91 9.93 10.6 7.26 1.38 8.93 04-2013 04-2020
6.92 13.28 14.48 5.8 3.8 10.12 03-2013 03-2020
13.36 13.33 14.83 11.88 1.04 13.35 02-2013 02-2020
12.22 12.51 13.6 11.14 0.88 12.37 01-2013 01-2020
11.48 11.76 12.12 11.12 0.37 11.62 12-2012 12-2019
12.68 12.31 13.23 11.76 0.54 12.5 11-2012 11-2019
11.96 12.63 13.23 11.37 0.7 12.3 10-2012 10-2019
12.94 12.92 14.52 11.37 1.11 12.94 09-2012 09-2019
12.64 13.09 13.67 12.06 0.59 12.87 08-2012 08-2019
13.42 14.41 15.58 12.26 1.22 13.92 07-2012 07-2019
15.27 15.39 16.47 14.21 0.8 15.34 06-2012 06-2019
14.81 14.98 16.31 13.5 1 14.9 05-2012 05-2019
14.58 14.67 15.35 13.91 0.51 14.63 04-2012 04-2019
13.88 14.46 15.28 13.08 0.8 14.18 03-2012 03-2019
13.68 13.08 14.77 12 1 13.38 02-2012 02-2019
16.92 15.63 18.07 14.5 1.34 16.28 01-2012 01-2019
17.05 16.02 18.21 14.88 1.23 16.54 12-2011 12-2018
16.16 14.22 16.46 13.92 1.13 15.19 11-2011 11-2018
14.1 14.06 15.29 12.89 0.85 14.08 10-2011 10-2018
14.61 16.11 17.1 13.64 1.33 15.37 09-2011 09-2018
16.61 15 17.39 14.23 1.25 15.81 08-2011 08-2018
13.36 13.8 14.22 12.94 0.48 13.58 07-2011 07-2018
14.29 14.39 15.45 13.25 0.78 14.34 06-2011 06-2018
14.87 15.1 16.03 13.95 0.74 14.99 05-2011 05-2018

Rolling return for 10 year

Average return: 13.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.49 14.65 15.87 13.28 0.92 14.57 04-2015 04-2025
14.25 14.96 15.72 13.5 0.82 14.61 03-2015 03-2025
14.51 15.55 16.16 13.91 0.88 15.03 02-2015 02-2025
15.54 16.69 17.42 14.83 1 16.12 01-2015 01-2025
17.68 17.36 18.3 16.74 0.56 17.52 12-2014 12-2024
16.83 17.38 17.77 16.45 0.51 17.11 11-2014 11-2024
17.9 18.31 19.05 17.17 0.68 18.11 10-2014 10-2024
18.43 18.17 18.98 17.63 0.49 18.3 09-2014 09-2024
18.5 18.77 19.35 17.92 0.51 18.63 08-2014 08-2024
18.38 18.36 19.34 17.41 0.68 18.37 07-2014 07-2024
17.04 18.08 19.12 16.03 1.15 17.57 06-2014 06-2024
19.57 18.36 20.56 17.38 1.2 18.97 05-2014 05-2024
19.89 20.09 20.77 19.22 0.55 19.99 04-2014 04-2024
20.14 20.22 21.36 19.01 0.83 20.18 03-2014 03-2024
21.15 21.48 21.97 20.66 0.48 21.31 02-2014 02-2024
21.02 20.79 21.77 20.05 0.61 20.91 01-2014 01-2024
20.16 20.24 20.93 19.48 0.51 20.2 12-2013 12-2023
19.43 20.13 20.6 18.97 0.63 19.78 11-2013 11-2023
19.92 19.96 20.91 18.97 0.69 19.94 10-2013 10-2023
21.17 20.92 21.86 20.24 0.58 21.05 09-2013 09-2023
20.53 20.52 21.3 19.75 0.55 20.52 08-2013 08-2023
19.43 19.09 20.16 18.38 0.64 19.26 07-2013 07-2023
18.27 17.81 18.99 17.1 0.69 18.04 06-2013 06-2023
16.56 16.7 17.16 16.1 0.38 16.63 05-2013 05-2023
16.38 16.53 17.02 15.9 0.4 16.46 04-2013 04-2023
16.03 16.01 16.87 15.17 0.6 16.02 03-2013 03-2023
15.89 15.41 16.47 14.83 0.6 15.65 02-2013 02-2023
15.1 15.06 15.84 14.33 0.53 15.08 01-2013 01-2023
14.88 15.72 15.99 14.61 0.57 15.3 12-2012 12-2022
16.09 15.87 16.53 15.43 0.4 15.98 11-2012 11-2022
16.08 16.1 16.53 15.65 0.31 16.09 10-2012 10-2022
16.9 16.72 17.87 15.76 0.75 16.81 09-2012 09-2022
16.77 17.02 17.44 16.36 0.39 16.9 08-2012 08-2022
15.59 16.07 16.9 14.77 0.77 15.83 07-2012 07-2022
15.33 16.16 16.92 14.59 0.87 15.75 06-2012 06-2022
15.87 16.47 17.41 14.94 0.9 16.17 05-2012 05-2022
16.53 16.7 17.18 16.05 0.4 16.62 04-2012 04-2022
15.36 16.05 16.63 14.79 0.69 15.71 03-2012 03-2022
15.8 16.39 17.6 14.61 1.08 16.1 02-2012 02-2022
18.6 18.24 19.98 16.88 1.1 18.43 01-2012 01-2022
18.55 18.09 19.65 17 0.95 18.32 12-2011 12-2021
17.59 17.15 18.76 16 0.99 17.38 11-2011 11-2021
17.23 17.5 18.38 16.36 0.72 17.37 10-2011 10-2021
16.27 16.34 17.04 15.58 0.52 16.31 09-2011 09-2021
15.74 14.95 16.62 14.08 0.94 15.35 08-2011 08-2021
14.22 14.5 14.8 13.92 0.33 14.36 07-2011 07-2021
14.23 14.25 14.98 13.5 0.52 14.24 06-2011 06-2021
13.23 13.55 14.19 12.6 0.57 13.39 05-2011 05-2021
12.06 12.44 12.89 11.61 0.47 12.25 04-2011 04-2021
12.8 13.05 13.77 12.09 0.6 12.93 03-2011 03-2021
12.24 12.8 13.72 11.33 0.87 12.52 02-2011 02-2021
11.27 10.52 12.02 9.77 0.84 10.89 01-2011 01-2021
9.75 9.55 10.75 8.56 0.78 9.65 12-2010 12-2020
8 7.97 9.53 6.46 1.09 7.99 11-2010 11-2020
6.94 7.04 7.4 6.57 0.3 6.99 10-2010 10-2020
7.25 7.62 8.22 6.65 0.57 7.44 09-2010 09-2020
6.99 7.88 8.49 6.4 0.8 7.44 08-2010 08-2020
6.9 7.1 7.55 6.45 0.4 7 07-2010 07-2020
6.47 7.23 7.9 5.8 0.79 6.85 06-2010 06-2020
6.09 5.76 6.77 5.09 0.61 5.93 05-2010 05-2020
4.59 5.97 6.41 4.16 0.93 5.28 04-2010 04-2020
4.41 9.12 9.53 4.02 2.56 6.77 03-2010 03-2020
9.62 9.98 10.61 8.99 0.59 9.8 02-2010 02-2020
9.41 9.34 10.35 8.41 0.69 9.38 01-2010 01-2020
9.37 9.29 9.81 8.85 0.34 9.33 12-2009 12-2019
10.72 9.76 11.1 9.39 0.69 10.24 11-2009 11-2019
9.62 9.41 10.48 8.55 0.69 9.52 10-2009 10-2019
9.71 9.76 10.78 8.7 0.74 9.74 09-2009 09-2019
10.42 9.95 11.12 9.25 0.68 10.18 08-2009 08-2019
12.59 11.9 14.09 10.43 1.32 12.25 07-2009 07-2019
12.78 12.15 13.6 11.34 0.83 12.47 06-2009 06-2019
15.89 12.97 16.95 11.95 2.05 14.44 05-2009 05-2019
18.64 17.09 19.19 16.54 1.09 17.87 04-2009 04-2019
19.96 19.28 20.99 18.27 0.99 19.62 03-2009 03-2019
18.55 18.28 19.34 17.49 0.66 18.41 02-2009 02-2019
18.64 17.41 19.45 16.6 1.1 18.02 01-2009 01-2019
19.09 18.04 19.91 17.23 1.02 18.57 12-2008 12-2018
19.16 17.23 19.38 17.02 1.08 18.2 11-2008 11-2018
18.13 13.61 18.99 12.79 2.71 15.88 10-2008 10-2018
13.81 13.02 15.53 11.33 1.51 13.42 09-2008 09-2018
12.97 12.69 13.5 12.17 0.48 12.83 08-2008 08-2018
13.43 12.85 14.03 12.26 0.66 13.14 07-2008 07-2018
12.88 11.4 13.67 10.62 1.2 12.14 06-2008 06-2018
10.95 10.77 11.73 9.99 0.62 10.86 05-2008 05-2018
12.01 11.12 12.6 10.53 0.8 11.56 04-2008 04-2018
12.5 10.5 13.17 9.85 1.37 11.51 03-2008 03-2018
10.65 9.85 11.42 9.1 0.87 10.26 02-2008 02-2018
11.11 7.77 11.75 7.15 2.01 9.45 01-2008 01-2018
8.52 7.94 9.31 7.16 0.79 8.23 12-2007 12-2017
9.55 8.86 10.07 8.34 0.66 9.21 11-2007 11-2017
10.09 9.52 10.92 8.7 0.81 9.81 10-2007 10-2017
10.79 10.26 11.51 9.56 0.71 10.53 09-2007 09-2017
11.42 11.19 12.13 10.49 0.59 11.31 08-2007 08-2017
10.95 10.88 11.31 10.52 0.28 10.91 07-2007 07-2017
11.57 11.11 11.95 10.75 0.45 11.34 06-2007 06-2017
11.66 11.69 12.5 10.86 0.58 11.68 05-2007 05-2017
12.88 12.14 13.38 11.64 0.67 12.51 04-2007 04-2017
12.29 12.12 13.01 11.41 0.57 12.21 03-2007 03-2017
11.03 10.35 11.54 9.85 0.64 10.69 02-2007 02-2017
9.65 9.93 10.45 9.13 0.48 9.79 01-2007 01-2017
10.11 9.97 10.9 9.2 0.6 10.04 12-2006 12-2016
9.97 11.17 11.66 9.48 0.88 10.57 11-2006 11-2016
11.85 11.57 12.14 11.28 0.32 11.71 10-2006 10-2016
12.06 11.82 12.49 11.4 0.39 11.94 09-2006 09-2016
12.98 12.19 13.58 11.59 0.76 12.59 08-2006 08-2016
13.58 12.7 14.03 12.26 0.7 13.14 07-2006 07-2016
13.68 11.15 14.3 10.55 1.6 12.42 06-2006 06-2016
10.25 8.41 10.61 8.06 1.11 9.33 05-2006 05-2016
8.94 8.7 9.56 8.09 0.53 8.82 04-2006 04-2016
9.14 9.05 10 8.2 0.64 9.1 03-2006 03-2016
9.27 10.16 10.58 8.86 0.68 9.72 02-2006 02-2016
10.41 11.3 11.97 9.74 0.85 10.86 01-2006 01-2016
11.95 12.02 12.55 11.42 0.4 11.98 12-2005 12-2015
12.96 12.45 13.49 11.93 0.58 12.71 11-2005 11-2015
13.39 12.2 13.91 11.69 0.89 12.8 10-2005 10-2015
11.96 11.55 12.56 10.95 0.59 11.76 09-2005 09-2015
12.91 13.22 14.41 11.74 0.95 13.07 08-2005 08-2015
14.68 14.01 15.24 13.45 0.68 14.35 07-2005 07-2015
14.24 14.55 14.99 13.8 0.43 14.4 06-2005 06-2015
15.32 14.9 16.03 14.2 0.66 15.11 05-2005 05-2015

Rolling return for 12 year

Average return: 13.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.48 18.24 18.65 17.06 0.62 17.86 04-2013 04-2025
17.57 18.1 18.83 16.85 0.72 17.84 03-2013 03-2025
17.34 17.84 18.75 16.44 0.84 17.59 02-2013 02-2025
17.27 18.19 18.86 16.61 0.86 17.73 01-2013 01-2025
18.36 18.65 18.88 18.14 0.28 18.51 12-2012 12-2024
18.56 18.77 19.34 17.99 0.48 18.66 11-2012 11-2024
18.91 19.5 19.87 18.55 0.51 19.21 10-2012 10-2024
20.29 19.77 20.76 19.31 0.54 20.03 09-2012 09-2024
19.84 20.2 20.56 19.49 0.4 20.02 08-2012 08-2024
19.79 19.89 20.6 19.08 0.54 19.84 07-2012 07-2024
18.64 19.74 20.39 18 0.93 19.19 06-2012 06-2024
18.88 18.9 19.7 18.08 0.57 18.89 05-2012 05-2024
18.03 18.35 18.75 17.63 0.41 18.19 04-2012 04-2024
17.37 17.87 18.37 16.89 0.55 17.62 03-2012 03-2024
18.15 17.8 18.82 17.14 0.61 17.98 02-2012 02-2024
19.54 18.7 20.15 18.09 0.79 19.12 01-2012 01-2024
19.06 18.39 19.69 17.76 0.72 18.73 12-2011 12-2023
17.28 16.9 18.23 15.95 0.82 17.09 11-2011 11-2023
16.4 16.47 17.2 15.67 0.54 16.43 10-2011 10-2023
16.38 16.36 16.94 15.81 0.4 16.37 09-2011 09-2023
15.92 15.15 16.54 14.54 0.76 15.54 08-2011 08-2023
14.17 14.5 14.75 13.92 0.32 14.34 07-2011 07-2023
14.13 14.1 14.71 13.52 0.42 14.12 06-2011 06-2023
13.5 13.45 13.99 12.97 0.36 13.48 05-2011 05-2023
12.46 12.59 12.97 12.08 0.32 12.53 04-2011 04-2023
12.88 12.97 13.56 12.29 0.45 12.93 03-2011 03-2023
13.49 13.19 13.97 12.72 0.45 13.34 02-2011 02-2023
12.74 12.08 13.34 11.48 0.7 12.41 01-2011 01-2023
12.24 12.12 13.15 11.22 0.68 12.18 12-2010 12-2022
12.12 11.14 12.48 10.79 0.69 11.63 11-2010 11-2022
11.2 11.25 11.56 10.89 0.24 11.23 10-2010 10-2022
11.64 11.89 12.41 11.12 0.46 11.77 09-2010 09-2022
11.82 11.83 12.36 11.3 0.37 11.83 08-2010 08-2022
11.19 11.84 12.23 10.79 0.56 11.51 07-2010 07-2022
11.29 11.98 12.56 10.71 0.7 11.64 06-2010 06-2022
12.12 12.47 13.37 11.24 0.76 12.3 05-2010 05-2022
12.76 12.9 13.28 12.37 0.33 12.83 04-2010 04-2022
12.22 12.9 13.25 11.88 0.54 12.56 03-2010 03-2022
12.63 13.54 14.08 12.09 0.77 13.09 02-2010 02-2022
13.14 13.36 14.24 12.28 0.7 13.26 01-2010 01-2022
13.28 13.71 14.16 12.83 0.49 13.5 12-2009 12-2021
14.41 14.19 15.35 13.26 0.74 14.3 11-2009 11-2021
14.3 14.3 15.23 13.37 0.66 14.3 10-2009 10-2021
14.18 13.92 14.81 13.3 0.54 14.05 09-2009 09-2021
14.43 14.14 15.16 13.42 0.62 14.29 08-2009 08-2021
16.05 14.68 16.55 14.19 0.96 15.37 07-2009 07-2021
14.82 14.22 15.45 13.6 0.69 14.52 06-2009 06-2021
16.98 14.45 17.8 13.65 1.72 15.72 05-2009 05-2021
18.21 17.19 18.95 16.47 0.95 17.71 04-2009 04-2021
19.68 19.12 20.54 18.27 0.83 19.4 03-2009 03-2021
18.1 18.5 19.39 17.22 0.78 18.3 02-2009 02-2021
17.8 16.77 18.47 16.12 0.91 17.29 01-2009 01-2021
17.31 16.66 18.2 15.78 0.89 16.99 12-2008 12-2020
16 15.61 17.37 14.26 1.11 15.81 11-2008 11-2020
15.64 11.67 16.06 11.27 2.2 13.66 10-2008 10-2020
11.17 9.97 12 9.15 1.09 10.57 09-2008 09-2020
8.97 9.59 10.24 8.33 0.71 9.28 08-2008 08-2020
9.36 8.96 9.92 8.42 0.55 9.17 07-2008 07-2020
8.01 7.4 9.22 6.21 1.09 7.71 06-2008 06-2020
5.38 5.18 5.94 4.62 0.47 5.28 05-2008 05-2020
5.22 5.57 6.74 4.06 0.96 5.4 04-2008 04-2020
5.3 7.43 9.59 3.23 2.37 6.39 03-2008 03-2020
7.54 7.08 8.35 6.27 0.75 7.31 02-2008 02-2020
7.31 4.86 8.08 4.12 1.65 6.09 01-2008 01-2020
5.33 4.58 5.69 4.23 0.58 4.96 12-2007 12-2019
6.45 5.78 6.75 5.47 0.51 6.11 11-2007 11-2019
6.87 6.44 7.58 5.75 0.66 6.66 10-2007 10-2019
7.46 7.32 8.33 6.46 0.66 7.39 09-2007 09-2019
8.11 7.93 8.69 7.36 0.47 8.02 08-2007 08-2019
7.79 8.64 8.99 7.45 0.62 8.22 07-2007 07-2019
9.33 9.31 9.99 8.66 0.47 9.32 06-2007 06-2019
9.5 9.67 10.33 8.84 0.53 9.59 05-2007 05-2019
10.93 10.35 11.37 9.92 0.55 10.64 04-2007 04-2019
10.68 10.74 11.47 9.95 0.54 10.71 03-2007 03-2019
9.55 9.19 10.17 8.59 0.57 9.38 02-2007 02-2019
9.46 9.66 10.09 9.04 0.38 9.56 01-2007 01-2019
10.35 10.22 10.99 9.59 0.5 10.29 12-2006 12-2018
10.44 10.2 10.61 10.03 0.22 10.32 11-2006 11-2018
10.2 10.4 10.87 9.73 0.41 10.3 10-2006 10-2018
11.39 12.24 12.8 10.83 0.76 11.82 09-2006 09-2018
13.53 12.8 13.97 12.36 0.63 13.16 08-2006 08-2018
13.74 13.13 14.24 12.63 0.61 13.44 07-2006 07-2018
14.42 12.45 15.09 11.79 1.36 13.44 06-2006 06-2018
12.28 11.07 12.94 10.42 0.99 11.68 05-2006 05-2018
11.72 11.48 12.22 10.99 0.44 11.6 04-2006 04-2018
12.27 12.02 12.83 11.47 0.49 12.15 03-2006 03-2018
12.96 13.26 13.62 12.61 0.37 13.11 02-2006 02-2018
13.97 13.94 14.51 13.4 0.39 13.96 01-2006 01-2018
14.14 14.38 14.83 13.69 0.41 14.26 12-2005 12-2017
14.8 14.38 15.26 13.93 0.49 14.59 11-2005 11-2017
14.56 13.84 15.29 13.13 0.8 14.21 10-2005 10-2017
13.64 13.4 14.26 12.79 0.53 13.52 09-2005 09-2017
14.01 13.63 14.62 13.03 0.58 13.82 08-2005 08-2017
15.24 14.52 15.55 14.21 0.54 14.88 07-2005 07-2017
15.22 15.17 15.54 14.85 0.24 15.2 06-2005 06-2017
15.77 15.55 16.5 14.83 0.6 15.66 05-2005 05-2017
15.91 15.93 16.34 15.5 0.3 15.92 04-2005 04-2017

Rolling return for 15 year

Average return: 13.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.12 13.71 14.02 12.81 0.48 13.41 04-2010 04-2025
13.55 14.24 14.52 13.27 0.5 13.89 03-2010 03-2025
13.95 14.61 15.05 13.52 0.59 14.28 02-2010 02-2025
14.3 14.82 15.53 13.6 0.71 14.56 01-2010 01-2025
15.47 15.51 15.88 15.1 0.28 15.49 12-2009 12-2024
15.99 15.67 16.61 15.06 0.56 15.83 11-2009 11-2024
15.84 15.84 16.59 15.09 0.53 15.84 10-2009 10-2024
16.51 16.15 16.87 15.79 0.4 16.33 09-2009 09-2024
16.8 16.53 17.36 15.98 0.5 16.67 08-2009 08-2024
17.92 17.03 18.55 16.4 0.82 17.48 07-2009 07-2024
16.25 16.62 17.62 15.26 0.84 16.44 06-2009 06-2024
18.79 16.73 19.45 16.08 1.4 17.76 05-2009 05-2024
20.09 19.25 20.67 18.67 0.77 19.67 04-2009 04-2024
20.78 20.45 21.6 19.64 0.7 20.62 03-2009 03-2024
20.57 20.39 21.11 19.85 0.45 20.48 02-2009 02-2024
20.17 19.28 20.67 18.8 0.73 19.73 01-2009 01-2024
20.03 19.27 20.53 18.77 0.68 19.65 12-2008 12-2023
19.06 18.4 19.83 17.63 0.81 18.73 11-2008 11-2023
18.65 15.68 19.3 15.04 1.84 17.17 10-2008 10-2023
15.48 14.23 15.92 13.8 0.87 14.86 09-2008 09-2023
13.63 13.58 14.12 13.09 0.36 13.6 08-2008 08-2023
14.05 13.72 14.51 13.26 0.46 13.88 07-2008 07-2023
13.22 12.16 13.68 11.7 0.79 12.69 06-2008 06-2023
11.17 10.91 11.55 10.53 0.37 11.04 05-2008 05-2023
11.22 10.65 11.63 10.24 0.53 10.94 04-2008 04-2023
11.54 10.31 12.08 9.78 0.92 10.93 03-2008 03-2023
10.29 9.62 10.66 9.25 0.55 9.95 02-2008 02-2023
10.12 7.95 10.59 7.49 1.34 9.04 01-2008 01-2023
8.69 8.47 9.39 7.78 0.57 8.58 12-2007 12-2022
9.83 9.3 10.11 9.02 0.43 9.57 11-2007 11-2022
10.5 9.85 10.79 9.57 0.49 10.18 10-2007 10-2022
11.06 10.84 11.67 10.23 0.52 10.95 09-2007 09-2022
11.65 11.45 12.08 11.03 0.38 11.55 08-2007 08-2022
10.28 10.83 11.12 10 0.44 10.56 07-2007 07-2022
10.53 10.99 11.55 9.99 0.58 10.77 06-2007 06-2022
11.22 11.67 12.21 10.69 0.56 11.45 05-2007 05-2022
12.92 12.51 13.34 12.09 0.47 12.71 04-2007 04-2022
12.27 12.5 13.1 11.68 0.51 12.39 03-2007 03-2022
11.74 12.09 12.89 10.95 0.7 11.92 02-2007 02-2022
11.98 12.49 12.84 11.63 0.46 12.23 01-2007 01-2022
12.61 12.68 13.31 11.99 0.47 12.65 12-2006 12-2021
12.48 12.89 13.22 12.14 0.41 12.68 11-2006 11-2021
12.99 13.34 13.73 12.61 0.41 13.17 10-2006 10-2021
13.1 13.15 13.6 12.65 0.34 13.12 09-2006 09-2021
13.57 13.21 14.15 12.63 0.55 13.39 08-2006 08-2021
14.23 13.73 14.62 13.34 0.49 13.98 07-2006 07-2021
14.35 12.74 14.85 12.24 1.08 13.54 06-2006 06-2021
11.72 10.86 12.35 10.24 0.81 11.29 05-2006 05-2021
10.67 10.64 11.22 10.09 0.4 10.66 04-2006 04-2021
11.26 11.25 11.9 10.62 0.45 11.26 03-2006 03-2021
10.93 11.62 11.9 10.65 0.5 11.27 02-2006 02-2021
11.18 11.24 11.68 10.73 0.34 11.21 01-2006 01-2021
10.99 11.31 11.66 10.64 0.38 11.15 12-2005 12-2020
10.87 11.23 11.91 10.19 0.62 11.05 11-2005 11-2020
11 10.2 11.32 9.88 0.58 10.6 10-2005 10-2020
10.24 10.23 10.9 9.57 0.47 10.23 09-2005 09-2020
10.37 10.63 11.4 9.61 0.64 10.5 08-2005 08-2020
10.71 10.37 11.16 9.92 0.45 10.54 07-2005 07-2020
10.16 10.86 11.14 9.87 0.51 10.51 06-2005 06-2020
10.28 10.03 10.75 9.56 0.43 10.15 05-2005 05-2020
9.71 10.67 10.98 9.4 0.65 10.19 04-2005 04-2020