NIFTY MNC

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.45
Weighted mean CAGR by duration 13.61
Mean CAGR 15.91
Standard deviation CAGR 6.48
Range for CAGR 20.53

Summary

Duration Min Max Median Average XIRR (%)
1 year 0.88 52.97 33.12 31.50
3 year 7.27 26.24 15.52 15.52
5 year -1.41 22.24 10.91 10.97
7 year 7.16 18.99 12.91 12.91
10 year 7.34 20.63 13.48 13.78
12 year 8.39 17.89 13.34 13.57
15 year 10.20 17.60 12.75 13.15

Rolling return for 1 year

Average return: 31.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.35 9.88 15.83 0.88 5.43 8.23 02-2024 02-2025
12.21 18.09 22.81 7.9 5.67 15.25 01-2024 01-2025
21.92 22.26 30.31 14.38 5.63 22.22 12-2023 12-2024
27.21 30.19 37.21 20.7 5.93 28.83 11-2023 11-2024
34.68 46.41 52.97 28.9 9.47 40.74 10-2023 10-2024
40.35 44.83 51.08 34.54 6.06 42.7 09-2023 09-2024
38.92 39.53 46.95 31.9 5.33 39.33 08-2023 08-2024
37.45 39.42 44.68 32.46 4.38 38.5 07-2023 07-2024
28.55 40.79 48.42 21.94 10.32 34.92 06-2023 06-2024
36.45 40.73 48.19 29.58 6.75 38.74 05-2023 05-2024
35.17 37.27 42.31 30.38 4.28 36.28 04-2023 04-2024
30.5 33.77 39.23 25.38 5.03 32.22 03-2023 03-2024

Rolling return for 3 year

Average return: 15.52
03-202204-202205-202206-202207-202208-202209-202210-202211-202212-202201-202302-202303-202304-202305-202306-202307-202308-202309-202310-202311-202312-202301-202402-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-202502-2025To Date8101214161820222426Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.71 13.02 15.97 9.85 2.17 12.89 02-2022 02-2025
13.17 13.49 16.62 10.13 2.3 13.35 01-2022 01-2025
15.19 15.09 17.78 12.57 1.84 15.16 12-2021 12-2024
14.45 14.31 17.38 11.47 2.09 14.4 11-2021 11-2024
15.88 17.68 20.91 12.79 2.94 16.82 10-2021 10-2024
17.85 18.89 20.78 16 1.73 18.38 09-2021 09-2024
18.89 18.9 21.13 16.69 1.57 18.9 08-2021 08-2024
19.65 20.67 21.71 18.63 1.15 20.16 07-2021 07-2024
16.65 20.51 22.37 14.87 2.98 18.6 06-2021 06-2024
19.54 20.09 22.87 16.83 2.14 19.83 05-2021 05-2024
18.02 17.93 20.06 15.92 1.46 17.98 04-2021 04-2024
16.38 16.53 18.92 14.04 1.73 16.47 03-2021 03-2024
15.94 15.54 18 13.53 1.59 15.75 02-2021 02-2024
14.89 13.93 16.4 12.45 1.44 14.42 01-2021 01-2024
15.2 15.52 17.68 13.09 1.63 15.37 12-2020 12-2023
15.49 14.86 17.53 12.87 1.66 15.19 11-2020 11-2023
15.6 15.95 17.3 14.27 1.08 15.78 10-2020 10-2023
17.5 16.3 19.17 14.67 1.65 16.91 09-2020 09-2023
16.53 16.13 18.56 14.14 1.57 16.34 08-2020 08-2023
18.31 17.65 19.78 16.2 1.29 17.98 07-2020 07-2023
19.04 18.06 21.15 16 1.85 18.56 06-2020 06-2023
19.12 18.5 21.19 16.47 1.68 18.82 05-2020 05-2023
21.72 16.5 23.19 15.1 3.4 19.13 04-2020 04-2023
24.57 12.64 26.24 11.14 6.8 18.65 03-2020 03-2023
12.5 11.09 14.16 9.47 1.73 11.8 02-2020 02-2023
12.2 12.02 14.18 10.08 1.45 12.12 01-2020 01-2023
13.1 14.17 15.42 11.87 1.31 13.64 12-2019 12-2022
13.27 12.48 14.45 11.32 1.14 12.88 11-2019 11-2022
14.12 11.76 15.53 10.39 2 12.95 10-2019 10-2022
16.98 13.42 19.14 11.36 3.03 15.22 09-2019 09-2022
17.54 16.88 19 15.45 1.28 17.22 08-2019 08-2022
13.62 13.51 17.39 9.86 2.66 13.59 07-2019 07-2022
9.66 11.47 13.24 7.95 1.98 10.58 06-2019 06-2022
11.23 11.82 14.46 8.67 2.06 11.54 05-2019 05-2022
11.65 11.63 13.39 9.92 1.23 11.65 04-2019 04-2022
9.05 10.56 12.39 7.27 1.89 9.82 03-2019 03-2022

Rolling return for 5 year

Average return: 10.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.09 14.17 16.05 12.23 1.35 14.13 02-2020 02-2025
14.37 15.13 16.46 13.07 1.23 14.76 01-2020 01-2025
15.61 16.4 17.16 14.86 0.86 16.01 12-2019 12-2024
15.01 15.55 16.76 13.81 1.06 15.28 11-2019 11-2024
17.44 18.09 20.47 15.12 1.91 17.78 10-2019 10-2024
20.45 18.68 22.24 16.95 1.97 19.58 09-2019 09-2024
20.45 20.51 21.81 19.16 0.94 20.48 08-2019 08-2024
20.15 18.96 21.39 17.75 1.35 19.56 07-2019 07-2024
15.93 18.19 19.31 14.84 1.77 17.07 06-2019 06-2024
16.89 17.19 18.84 15.27 1.27 17.05 05-2019 05-2024
14.8 14.91 15.99 13.73 0.8 14.86 04-2019 04-2024
13.43 13.78 14.91 12.32 0.92 13.61 03-2019 03-2024
13.93 13.51 15.14 12.31 1.01 13.72 02-2019 02-2024
12.41 11.79 13.29 10.92 0.87 12.1 01-2019 01-2024
11.56 11.29 12.99 9.88 1.1 11.43 12-2018 12-2023
10.69 10.53 11.86 9.37 0.88 10.61 11-2018 11-2023
11.64 10.63 12.63 9.66 1.11 11.14 10-2018 10-2023
10.3 8.38 11.24 7.47 1.5 9.35 09-2018 09-2023
8.14 8.25 9.27 7.14 0.75 8.2 08-2018 08-2023
9.1 8.85 9.91 8.05 0.66 8.98 07-2018 07-2023
8.16 8.5 9.31 7.36 0.7 8.33 06-2018 06-2023
7.2 7.09 8.32 5.99 0.82 7.15 05-2018 05-2023
6.69 6.12 7.47 5.35 0.78 6.41 04-2018 04-2023
6.81 6.24 7.66 5.39 0.83 6.53 03-2018 03-2023
6.37 5.78 7.3 4.86 0.89 6.08 02-2018 02-2023
5.49 5.94 6.6 4.83 0.65 5.71 01-2018 01-2023
7.53 6.83 8.85 5.53 1.2 7.19 12-2017 12-2022
8.18 7.95 8.85 7.28 0.56 8.06 11-2017 11-2022
7.95 7.42 8.74 6.63 0.77 7.69 10-2017 10-2022
8.31 8.08 9.51 6.9 0.93 8.2 09-2017 09-2022
8.78 8.35 9.59 7.56 0.73 8.57 08-2017 08-2022
7.71 8.28 9.84 6.18 1.31 8 07-2017 07-2022
7.22 8.69 9.31 6.61 1.09 7.96 06-2017 06-2022
8.71 9.14 10.59 7.29 1.18 8.93 05-2017 05-2022
10.82 10.91 11.85 9.88 0.7 10.87 04-2017 04-2022
9.95 10.79 11.96 8.8 1.16 10.38 03-2017 03-2022
11.35 12.21 13.08 10.49 0.96 11.78 02-2017 02-2022
13.47 13.29 15.34 11.45 1.38 13.39 01-2017 01-2022
14.39 14.52 15.98 12.95 1.07 14.46 12-2016 12-2021
15.08 13.54 16.92 11.75 1.91 14.32 11-2016 11-2021
12.64 13.56 14.49 11.73 1.03 13.11 10-2016 10-2021
12.98 12.75 14.05 11.69 0.84 12.87 09-2016 09-2021
12.14 12.41 13.4 11.16 0.8 12.28 08-2016 08-2021
12.78 11.82 13.36 11.25 0.82 12.3 07-2016 07-2021
13.31 12.95 14.35 11.92 0.87 13.13 06-2016 06-2021
12.52 12.84 14.07 11.3 0.99 12.68 05-2016 05-2021
12.74 12.53 13.96 11.32 0.94 12.64 04-2016 04-2021
13.62 12.7 15.01 11.33 1.34 13.16 03-2016 03-2021
13.77 13.48 15.21 12.05 1.12 13.63 02-2016 02-2021
12.96 11.35 14.43 9.93 1.69 12.17 01-2016 01-2021
10.12 10.34 11.35 9.12 0.79 10.23 12-2015 12-2020
8.39 9.03 9.9 7.54 0.86 8.71 11-2015 11-2020
7.97 8.07 8.72 7.32 0.5 8.02 10-2015 10-2020
8.06 8.32 9.66 6.75 1.03 8.2 09-2015 09-2020
7.88 6.34 9.24 5.02 1.59 7.12 08-2015 08-2020
5.76 5.87 6.91 4.74 0.77 5.82 07-2015 07-2020
5.55 5.86 7.2 4.24 1.05 5.71 06-2015 06-2020
4.23 4.62 5.65 3.22 0.87 4.43 05-2015 05-2020
2.35 3.9 5.84 0.47 1.98 3.14 04-2015 04-2020
0.18 5.58 7.27 -1.41 3.61 2.9 03-2015 03-2020

Rolling return for 7 year

Average return: 12.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.17 9.39 10.51 8.06 0.87 9.28 02-2018 02-2025
8.84 9.77 10.26 8.36 0.75 9.31 01-2018 01-2025
10.82 10.39 11.88 9.34 0.91 10.61 12-2017 12-2024
10.8 11.35 12.01 10.15 0.69 11.08 11-2017 11-2024
11.94 13 14 10.97 1.13 12.48 10-2017 10-2024
13.06 13.19 14.25 12.01 0.79 13.13 09-2017 09-2024
13.17 13.17 14.09 12.26 0.65 13.17 08-2017 08-2024
13.82 13.49 14.65 12.66 0.71 13.65 07-2017 07-2024
12.29 14.15 14.62 11.83 1.19 13.22 06-2017 06-2024
13.37 13.64 14.72 12.31 0.86 13.51 05-2017 05-2024
13.29 13.44 14.13 12.6 0.54 13.37 04-2017 04-2024
12.82 13.02 13.87 11.98 0.67 12.92 03-2017 03-2024
12.67 12.9 13.52 12.05 0.53 12.79 02-2017 02-2024
13.52 12.7 14.16 12.08 0.79 13.11 01-2017 01-2024
13.69 13.7 14.73 12.67 0.73 13.7 12-2016 12-2023
13.18 11.66 14.03 10.83 1.25 12.43 11-2016 11-2023
11.15 11.2 11.85 10.5 0.48 11.18 10-2016 10-2023
11.53 11.29 12.21 10.62 0.57 11.41 09-2016 09-2023
11.52 11.65 12.35 10.82 0.54 11.59 08-2016 08-2023
12.45 11.95 13.04 11.36 0.62 12.2 07-2016 07-2023
12.68 12.54 13.53 11.69 0.65 12.61 06-2016 06-2023
12.34 12.29 13.17 11.47 0.6 12.32 05-2016 05-2023
12.03 11.6 12.61 11.02 0.58 11.81 04-2016 04-2023
12.55 11.56 13.19 10.92 0.88 12.05 03-2016 03-2023
12.82 12.31 13.53 11.61 0.7 12.57 02-2016 02-2023
12.35 11.01 13.19 10.18 1.16 11.68 01-2016 01-2023
11.29 11.53 12.26 10.56 0.61 11.41 12-2015 12-2022
11.32 11.19 11.81 10.69 0.4 11.25 11-2015 11-2022
10.65 10.76 11.23 10.18 0.37 10.71 10-2015 10-2022
11.32 11.22 12.2 10.35 0.66 11.27 09-2015 09-2022
10.86 9.33 11.45 8.75 1.1 10.1 08-2015 08-2022
8.45 9.21 9.98 7.7 0.85 8.84 07-2015 07-2022
8.66 9.19 10.17 7.69 0.9 8.93 06-2015 06-2022
8.67 9.24 10.01 7.91 0.77 8.96 05-2015 05-2022
9.69 8.97 10.42 8.25 0.81 9.33 04-2015 04-2022
8.39 8.56 9.8 7.16 0.94 8.48 03-2015 03-2022
9.53 9.76 10.75 8.55 0.78 9.65 02-2015 02-2022
10.77 10.39 12.07 9.11 1.06 10.59 01-2015 01-2022
11.47 10.91 12.58 9.82 1 11.2 12-2014 12-2021
11.42 11.88 12.69 10.62 0.75 11.65 11-2014 11-2021
12.73 12.85 14.04 11.55 0.88 12.79 10-2014 10-2021
12.45 12.52 13.21 11.76 0.51 12.48 09-2014 09-2021
12.48 12.53 13.38 11.63 0.62 12.51 08-2014 08-2021
12.72 12.24 13.13 11.82 0.49 12.48 07-2014 07-2021
12.96 12.62 13.71 11.88 0.66 12.79 06-2014 06-2021
14.47 12.86 15.59 11.76 1.47 13.67 05-2014 05-2021
14.13 14.09 15.01 13.22 0.63 14.11 04-2014 04-2021
15.08 14.23 16.09 13.24 1.05 14.66 03-2014 03-2021
15.22 15.71 16.27 14.67 0.59 15.47 02-2014 02-2021
15.15 14.69 16.21 13.64 0.92 14.92 01-2014 01-2021
14.19 13.97 15.1 13.07 0.72 14.08 12-2013 12-2020
13.63 13.73 14.76 12.61 0.76 13.68 11-2013 11-2020
13.64 13.18 14.2 12.62 0.58 13.41 10-2013 10-2020
13.58 13.36 14.77 12.18 0.92 13.47 09-2013 09-2020
14.54 14.35 15.57 13.34 0.79 14.45 08-2013 08-2020
13.36 12.13 14.23 11.27 1.13 12.75 07-2013 07-2020
12.11 12.33 13.36 11.1 0.8 12.22 06-2013 06-2020
10.65 11.21 11.72 10.14 0.59 10.93 05-2013 05-2020
11.13 11.49 13.83 8.85 1.77 11.32 04-2013 04-2020
9.69 14.42 15.19 8.96 2.77 12.06 03-2013 03-2020
14.68 14.49 16.03 13.16 1.02 14.59 02-2013 02-2020
13.64 13.27 14.58 12.34 0.8 13.46 01-2013 01-2020
13.09 13.16 13.62 12.63 0.35 13.12 12-2012 12-2019
13.55 13.76 14.4 12.92 0.53 13.66 11-2012 11-2019
13.42 13.5 15.05 11.9 1.11 13.47 10-2012 10-2019
11.99 13.56 14.38 11.18 1.26 12.78 09-2012 09-2019
12.13 11.97 12.99 11.11 0.67 12.05 08-2012 08-2019
12.98 13.85 14.62 12.22 0.9 13.42 07-2012 07-2019
15 14.31 15.78 13.54 0.83 14.66 06-2012 06-2019
14.15 14.07 15.29 12.93 0.83 14.11 05-2012 05-2019
14.15 14.17 14.92 13.41 0.53 14.16 04-2012 04-2019
14.58 14.51 15.39 13.71 0.59 14.55 03-2012 03-2019
14.3 14.06 15.48 12.9 0.92 14.18 02-2012 02-2019
16.5 15.74 17.62 14.65 1.08 16.13 01-2012 01-2019
17.03 16.85 18.31 15.59 0.96 16.95 12-2011 12-2018
16.49 15.66 17.49 14.68 1.04 16.08 11-2011 11-2018
15.44 15.57 16.93 14.1 1 15.51 10-2011 10-2018
16.7 17.76 18.88 15.59 1.22 17.23 09-2011 09-2018
18.2 17.02 18.99 16.24 1.06 17.61 08-2011 08-2018
15.88 16.22 16.69 15.42 0.46 16.05 07-2011 07-2018
16.62 16.17 17.24 15.56 0.61 16.4 06-2011 06-2018
16.74 16.72 17.7 15.78 0.68 16.73 05-2011 05-2018
16.55 16.85 17.61 15.8 0.65 16.7 04-2011 04-2018
16.87 16.92 17.99 15.81 0.77 16.9 03-2011 03-2018

Rolling return for 10 year

Average return: 13.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.48 10.73 11.42 9.78 0.59 10.6 02-2015 02-2025
11.48 11.31 12.49 10.31 0.77 11.4 01-2015 01-2025
12.58 12.15 13.33 11.4 0.7 12.37 12-2014 12-2024
12.32 12.6 13.17 11.75 0.51 12.46 11-2014 11-2024
13.67 14.28 15.12 12.83 0.84 13.97 10-2014 10-2024
14.04 14.4 14.89 13.56 0.49 14.22 09-2014 09-2024
14.37 14.4 15.01 13.76 0.44 14.38 08-2014 08-2024
14.76 14.7 15.35 14.12 0.44 14.73 07-2014 07-2024
14.06 14.93 15.71 13.29 0.91 14.5 06-2014 06-2024
15.96 14.98 16.92 14.04 1.08 15.48 05-2014 05-2024
15.28 15.23 15.88 14.64 0.44 15.26 04-2014 04-2024
15.47 14.91 16.22 14.17 0.75 15.19 03-2014 03-2024
15.44 15.66 16.05 15.05 0.36 15.55 02-2014 02-2024
15.07 14.46 15.52 14.01 0.58 14.77 01-2014 01-2024
14.49 14.43 15.23 13.7 0.54 14.46 12-2013 12-2023
14.19 14.07 14.79 13.47 0.47 14.13 11-2013 11-2023
14.22 14 14.72 13.51 0.43 14.11 10-2013 10-2023
14.74 14.24 15.23 13.75 0.55 14.49 09-2013 09-2023
15.14 14.88 15.74 14.29 0.52 15.01 08-2013 08-2023
14.82 13.76 15.24 13.34 0.77 14.29 07-2013 07-2023
14.15 14.02 14.75 13.42 0.47 14.09 06-2013 06-2023
13.12 13.35 13.71 12.76 0.35 13.23 05-2013 05-2023
14.21 12.97 14.62 12.56 0.85 13.59 04-2013 04-2023
13.96 13.88 14.41 13.43 0.35 13.92 03-2013 03-2023
14.02 13.46 14.52 12.96 0.59 13.74 02-2013 02-2023
13.21 12.89 13.8 12.3 0.54 13.05 01-2013 01-2023
13.09 13.46 13.79 12.77 0.38 13.28 12-2012 12-2022
13.47 13.38 13.82 13.02 0.28 13.42 11-2012 11-2022
13.63 12.98 14.05 12.56 0.57 13.3 10-2012 10-2022
13.46 13.52 14.09 12.89 0.42 13.49 09-2012 09-2022
13.72 13.42 14.15 13 0.42 13.57 08-2012 08-2022
13.17 13.75 14.28 12.64 0.62 13.46 07-2012 07-2022
13.37 13.45 14.47 12.36 0.75 13.41 06-2012 06-2022
13.27 13.39 14.24 12.42 0.64 13.33 05-2012 05-2022
13.39 13.4 13.92 12.88 0.37 13.4 04-2012 04-2022
12.89 13.31 13.92 12.29 0.6 13.1 03-2012 03-2022
13.78 13.67 14.66 12.79 0.66 13.72 02-2012 02-2022
15.01 14.65 15.95 13.72 0.8 14.83 01-2012 01-2022
15.28 15.08 16.08 14.28 0.64 15.18 12-2011 12-2021
15.17 14.81 16.08 13.9 0.78 14.99 11-2011 11-2021
15.16 15.15 16.1 14.22 0.66 15.16 10-2011 10-2021
15.23 15 15.77 14.46 0.47 15.11 09-2011 09-2021
14.7 14 15.34 13.37 0.74 14.35 08-2011 08-2021
13.28 13.26 13.57 12.97 0.21 13.27 07-2011 07-2021
13.4 13.2 13.92 12.68 0.44 13.3 06-2011 06-2021
12.83 12.95 13.6 12.17 0.51 12.89 05-2011 05-2021
12.75 12.85 13.36 12.24 0.4 12.8 04-2011 04-2021
13.1 13.08 13.79 12.39 0.5 13.09 03-2011 03-2021
12.92 12.83 13.64 12.12 0.54 12.88 02-2011 02-2021
12.48 12.04 13.21 11.32 0.69 12.26 01-2011 01-2021
11.77 11.68 12.39 11.06 0.47 11.72 12-2010 12-2020
11.19 10.92 11.96 10.16 0.64 11.06 11-2010 11-2020
10.48 10.44 10.86 10.05 0.29 10.46 10-2010 10-2020
10.9 10.75 11.71 9.94 0.63 10.82 09-2010 09-2020
11.18 11.67 11.88 10.97 0.37 11.43 08-2010 08-2020
10.88 11.22 11.48 10.62 0.33 11.05 07-2010 07-2020
10.77 10.77 11.63 9.91 0.61 10.77 06-2010 06-2020
10.62 10.5 11.37 9.76 0.57 10.56 05-2010 05-2020
8.64 10.2 10.48 8.37 0.93 9.42 04-2010 04-2020
7.74 11.07 11.49 7.34 1.88 9.41 03-2010 03-2020
11.97 12.25 12.89 11.34 0.56 12.11 02-2010 02-2020
11.85 11.57 12.49 10.93 0.56 11.71 01-2010 01-2020
11.53 11.52 11.9 11.15 0.27 11.52 12-2009 12-2019
12.59 12.13 13.17 11.55 0.6 12.36 11-2009 11-2019
11.73 12.12 12.85 11.01 0.66 11.93 10-2009 10-2019
11.6 12.47 13.26 10.82 0.92 12.04 09-2009 09-2019
12.27 11.95 12.88 11.35 0.55 12.11 08-2009 08-2019
13.59 12.91 14.74 11.77 1.08 13.25 07-2009 07-2019
14.16 13.83 14.7 13.29 0.51 14 06-2009 06-2019
16.18 14.95 16.99 14.15 1.09 15.57 05-2009 05-2019
17.46 17.16 18.02 16.62 0.51 17.32 04-2009 04-2019
18.97 17.95 19.55 17.37 0.85 18.46 03-2009 03-2019
17.95 18.26 18.79 17.42 0.5 18.11 02-2009 02-2019
19 18.65 19.79 17.86 0.69 18.82 01-2009 01-2019
19.68 19.18 20.59 18.28 0.84 19.43 12-2008 12-2018
19.43 18.42 20.15 17.72 0.93 18.93 11-2008 11-2018
19.55 16.09 20.63 15.06 2.32 17.83 10-2008 10-2018
16.07 16.49 17.59 14.98 0.93 16.28 09-2008 09-2018
16.4 16.39 16.95 15.84 0.39 16.39 08-2008 08-2018
17.45 16.51 18.02 15.95 0.8 16.98 07-2008 07-2018
16.81 15.32 17.25 14.9 0.98 16.07 06-2008 06-2018
14.8 14.93 15.46 14.28 0.42 14.87 05-2008 05-2018
15.06 14.98 15.79 14.25 0.55 15.02 04-2008 04-2018
14.96 14.61 15.73 13.84 0.68 14.79 03-2008 03-2018
14.97 14.77 15.8 13.96 0.65 14.88 02-2008 02-2018
15.57 13.02 15.93 12.66 1.47 14.29 01-2008 01-2018
12.44 12.87 13.49 11.81 0.61 12.65 12-2007 12-2017
12.58 12.27 13.05 11.81 0.45 12.43 11-2007 11-2017
12.69 12.37 13.39 11.68 0.62 12.53 10-2007 10-2017
13.19 13.23 13.94 12.49 0.51 13.21 09-2007 09-2017
13.83 13.48 14.47 12.84 0.59 13.66 08-2007 08-2017
12.6 12.79 13.41 11.99 0.51 12.7 07-2007 07-2017
13.05 12.57 13.38 12.25 0.43 12.81 06-2007 06-2017
12.62 12.84 13.37 12.1 0.46 12.73 05-2007 05-2017
13.32 12.56 13.8 12.08 0.66 12.94 04-2007 04-2017
13.41 13.12 14.01 12.53 0.53 13.27 03-2007 03-2017
12.56 11.97 13 11.54 0.56 12.27 02-2007 02-2017
11.17 11.6 12.17 10.6 0.58 11.38 01-2007 01-2017
11.02 10.95 11.73 10.25 0.52 10.99 12-2006 12-2016
10.52 11.71 12.15 10.08 0.84 11.12 11-2006 11-2016
12.04 12.16 12.5 11.71 0.28 12.1 10-2006 10-2016
12.36 12.35 13 11.71 0.46 12.36 09-2006 09-2016
13.34 12.71 13.83 12.21 0.61 13.02 08-2006 08-2016
13.36 13.18 14.14 12.41 0.61 13.27 07-2006 07-2016
13.99 12.38 14.7 11.69 1.21 13.19 06-2006 06-2016
11.54 9.65 12.14 9.06 1.28 10.6 05-2006 05-2016
9.69 9.78 10.38 9.09 0.46 9.73 04-2006 04-2016
9.98 10.16 11.1 9.05 0.73 10.07 03-2006 03-2016
11.27 11.03 12.12 10.19 0.69 11.15 02-2006 02-2016
12.46 13.04 14 11.51 0.9 12.75 01-2006 01-2016
13.97 14.01 14.49 13.5 0.35 13.99 12-2005 12-2015
15.77 14.55 16.23 14.1 0.87 15.16 11-2005 11-2015
16.24 15.28 16.58 14.94 0.67 15.76 10-2005 10-2015
15.43 15.37 16.14 14.66 0.52 15.4 09-2005 09-2015
16.14 17.18 17.71 15.61 0.83 16.66 08-2005 08-2015
17.6 17.58 18.18 17.01 0.41 17.59 07-2005 07-2015
17.48 17.79 18.22 17.05 0.43 17.63 06-2005 06-2015
18.59 18.28 19.17 17.71 0.53 18.44 05-2005 05-2015
18.76 19.25 19.87 18.15 0.63 19.01 04-2005 04-2015
19.04 18.83 20 17.89 0.75 18.94 03-2005 03-2015

Rolling return for 12 year

Average return: 13.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.43 14.35 15.25 13.54 0.61 14.39 02-2013 02-2025
13.95 14.04 14.81 13.18 0.58 14 01-2013 01-2025
14.14 14.5 14.77 13.86 0.35 14.32 12-2012 12-2024
14.15 14.5 14.88 13.78 0.41 14.33 11-2012 11-2024
15.08 15.39 16.3 14.18 0.76 15.24 10-2012 10-2024
15.44 15.66 16.15 14.96 0.43 15.55 09-2012 09-2024
15.52 15.45 16.06 14.91 0.41 15.48 08-2012 08-2024
15.91 15.95 16.41 15.46 0.34 15.93 07-2012 07-2024
15.39 15.91 16.78 14.53 0.82 15.65 06-2012 06-2024
15.28 15.36 16.08 14.57 0.53 15.32 05-2012 05-2024
14.42 14.48 14.91 13.99 0.33 14.45 04-2012 04-2024
14.1 14.21 14.72 13.59 0.4 14.16 03-2012 03-2024
14.15 13.83 14.65 13.33 0.48 13.99 02-2012 02-2024
14.78 14.08 15.15 13.71 0.57 14.43 01-2012 01-2024
14.72 14.5 15.33 13.9 0.51 14.61 12-2011 12-2023
14.04 13.49 14.54 13 0.58 13.77 11-2011 11-2023
13.84 13.49 14.26 13.07 0.44 13.66 10-2011 10-2023
13.99 13.76 14.39 13.36 0.37 13.88 09-2011 09-2023
13.9 13.28 14.39 12.79 0.61 13.59 08-2011 08-2023
13.01 13.09 13.36 12.74 0.22 13.05 07-2011 07-2023
13.02 12.91 13.52 12.42 0.39 12.97 06-2011 06-2023
12.67 12.61 13.15 12.13 0.36 12.64 05-2011 05-2023
12.34 12.25 12.67 11.91 0.27 12.29 04-2011 04-2023
12.56 12.34 12.94 11.97 0.35 12.45 03-2011 03-2023
12.52 12.26 12.93 11.85 0.39 12.39 02-2011 02-2023
12.2 11.72 12.69 11.24 0.54 11.96 01-2011 01-2023
12.18 12.16 12.75 11.59 0.41 12.17 12-2010 12-2022
12.45 11.87 12.74 11.58 0.46 12.16 11-2010 11-2022
11.64 11.63 11.99 11.29 0.25 11.64 10-2010 10-2022
12.35 12.05 12.87 11.54 0.48 12.2 09-2010 09-2022
12.4 12.57 12.74 12.22 0.19 12.48 08-2010 08-2022
11.64 12.33 12.55 11.42 0.47 11.98 07-2010 07-2022
11.76 11.93 12.66 11.04 0.58 11.85 06-2010 06-2022
12.23 12.3 13.03 11.5 0.54 12.27 05-2010 05-2022
12.01 12.2 12.44 11.77 0.25 12.11 04-2010 04-2022
11.45 11.94 12.29 11.1 0.45 11.7 03-2010 03-2022
12.66 12.85 13.38 12.13 0.45 12.76 02-2010 02-2022
12.56 12.56 13.33 11.79 0.54 12.56 01-2010 01-2022
12.3 12.63 12.95 11.99 0.36 12.47 12-2009 12-2021
13.12 13 13.87 12.26 0.57 13.06 11-2009 11-2021
13.04 13.19 13.8 12.43 0.49 13.11 10-2009 10-2021
13.65 13.43 14.09 12.98 0.4 13.54 09-2009 09-2021
13.97 13.72 14.5 13.19 0.47 13.85 08-2009 08-2021
14.77 13.49 15.02 13.25 0.77 14.13 07-2009 07-2021
14.28 13.99 14.72 13.55 0.43 14.13 06-2009 06-2021
15.65 14.62 16.31 13.97 0.9 15.14 05-2009 05-2021
16.21 16.03 16.73 15.51 0.44 16.12 04-2009 04-2021
17.27 16.55 17.87 15.96 0.72 16.91 03-2009 03-2021
16.76 16.93 17.37 16.32 0.38 16.84 02-2009 02-2021
17.23 16.92 17.86 16.3 0.56 17.08 01-2009 01-2021
17.34 16.74 17.89 16.2 0.63 17.04 12-2008 12-2020
16.68 15.95 17.35 15.28 0.78 16.31 11-2008 11-2020
17.17 13.82 17.51 13.49 1.85 15.5 10-2008 10-2020
13.29 13.08 13.98 12.4 0.56 13.19 09-2008 09-2020
12.85 12.99 13.44 12.4 0.37 12.92 08-2008 08-2020
13.69 12.98 14.2 12.48 0.66 13.34 07-2008 07-2020
12.59 11.77 13.32 11.05 0.85 12.18 06-2008 06-2020
10.55 10.75 11.17 10.13 0.37 10.65 05-2008 05-2020
9.94 10.84 11.48 9.3 0.83 10.39 04-2008 04-2020
9.27 11.52 12.43 8.39 1.63 10.4 03-2008 03-2020
11.91 11.85 12.68 11.09 0.56 11.88 02-2008 02-2020
12.08 10.26 12.62 9.73 1.21 11.17 01-2008 01-2020
10.2 9.99 10.5 9.69 0.3 10.09 12-2007 12-2019
10.55 10.4 11.04 9.92 0.4 10.48 11-2007 11-2019
10.34 10.43 11.26 9.51 0.62 10.38 10-2007 10-2019
10.22 11.01 11.59 9.65 0.74 10.62 09-2007 09-2019
10.8 10.5 11.3 10 0.47 10.65 08-2007 08-2019
10.29 10.72 11.22 9.79 0.53 10.5 07-2007 07-2019
11.43 11.21 11.87 10.77 0.4 11.32 06-2007 06-2019
11.32 11.54 11.97 10.89 0.39 11.43 05-2007 05-2019
12.69 12.1 13.13 11.66 0.56 12.4 04-2007 04-2019
13.06 12.79 13.52 12.33 0.43 12.93 03-2007 03-2019
12.06 11.87 12.73 11.21 0.54 11.97 02-2007 02-2019
12.02 12.16 12.64 11.54 0.39 12.09 01-2007 01-2019
12.35 12.41 13.06 11.7 0.48 12.38 12-2006 12-2018
11.99 12.18 12.55 11.62 0.34 12.09 11-2006 11-2018
11.68 12.24 12.52 11.41 0.44 11.96 10-2006 10-2018
12.74 13.42 13.97 12.2 0.67 13.08 09-2006 09-2018
14.49 13.99 14.93 13.54 0.52 14.24 08-2006 08-2018
14.64 14.3 15.11 13.84 0.46 14.47 07-2006 07-2018
15.73 14.13 16.09 13.78 0.99 14.93 06-2006 06-2018
13.86 12.28 14.41 11.75 1.09 13.07 05-2006 05-2018
12.34 12.42 12.93 11.82 0.39 12.38 04-2006 04-2018
12.84 12.66 13.47 12.04 0.51 12.75 03-2006 03-2018
14.3 14.05 14.98 13.38 0.57 14.18 02-2006 02-2018
15.43 14.92 15.73 14.62 0.43 15.18 01-2006 01-2018
15.15 15.65 16.06 14.76 0.49 15.41 12-2005 12-2017
16.4 15.4 16.8 15 0.73 15.9 11-2005 11-2017
16.48 15.99 17.08 15.39 0.62 16.23 10-2005 10-2017
16.05 16.04 16.69 15.41 0.45 16.05 09-2005 09-2017
16.16 16.26 16.7 15.72 0.35 16.21 08-2005 08-2017
16.36 16.56 17.05 15.87 0.42 16.46 07-2005 07-2017
16.61 16.53 16.89 16.25 0.23 16.57 06-2005 06-2017
16.85 16.77 17.5 16.13 0.49 16.81 05-2005 05-2017
16.7 16.61 17.12 16.2 0.33 16.66 04-2005 04-2017
16.5 16.07 17.02 15.56 0.54 16.29 03-2005 03-2017
15.91 15.98 16.28 15.61 0.24 15.95 02-2005 02-2017

Rolling return for 15 year

Average return: 13.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.67 12.89 13.31 12.25 0.38 12.78 02-2010 02-2025
12.68 12.74 13.36 12.07 0.46 12.71 01-2010 01-2025
12.88 13.12 13.38 12.62 0.28 13 12-2009 12-2024
13.39 13.26 13.96 12.69 0.45 13.32 11-2009 11-2024
13.6 14.08 14.57 13.11 0.54 13.84 10-2009 10-2024
14.47 14.5 15.04 13.94 0.39 14.49 09-2009 09-2024
14.94 14.74 15.37 14.31 0.38 14.84 08-2009 08-2024
15.73 14.89 16.13 14.5 0.65 15.31 07-2009 07-2024
14.75 15.26 15.85 14.16 0.62 15.01 06-2009 06-2024
16.41 15.69 17.06 15.06 0.75 16.05 05-2009 05-2024
16.57 16.41 16.97 16.01 0.34 16.49 04-2009 04-2024
17.09 16.54 17.6 16.04 0.58 16.82 03-2009 03-2024
16.59 16.65 17 16.24 0.27 16.62 02-2009 02-2024
16.76 16.32 17.06 16.01 0.4 16.54 01-2009 01-2024
16.91 16.49 17.41 16 0.52 16.7 12-2008 12-2023
16.44 15.73 16.85 15.32 0.6 16.09 11-2008 11-2023
16.86 14.24 17.2 13.91 1.49 15.55 10-2008 10-2023
14.12 13.72 14.44 13.4 0.39 13.92 09-2008 09-2023
13.58 13.61 13.97 13.22 0.27 13.59 08-2008 08-2023
14.6 13.9 14.88 13.62 0.51 14.25 07-2008 07-2023
13.85 13 14.26 12.61 0.66 13.43 06-2008 06-2023
12.21 12.26 12.6 11.87 0.26 12.23 05-2008 05-2023
12.2 11.95 12.47 11.68 0.29 12.07 04-2008 04-2023
12.17 11.75 12.47 11.45 0.39 11.96 03-2008 03-2023
12.03 11.7 12.36 11.37 0.37 11.86 02-2008 02-2023
12.11 10.61 12.5 10.22 0.96 11.36 01-2008 01-2023
10.78 10.82 11.23 10.37 0.3 10.8 12-2007 12-2022
11.09 10.81 11.32 10.58 0.28 10.95 11-2007 11-2022
11.09 10.69 11.36 10.42 0.36 10.89 10-2007 10-2022
11.54 11.49 11.95 11.08 0.31 11.52 09-2007 09-2022
12.12 11.74 12.39 11.47 0.35 11.93 08-2007 08-2022
10.95 11.27 11.68 10.54 0.42 11.11 07-2007 07-2022
11.07 11.26 11.79 10.55 0.44 11.17 06-2007 06-2022
11.3 11.6 11.94 10.96 0.36 11.45 05-2007 05-2022
12.48 12.01 12.83 11.66 0.45 12.25 04-2007 04-2022
12.24 12.34 12.92 11.66 0.45 12.29 03-2007 03-2022
12.16 12.05 12.73 11.48 0.44 12.11 02-2007 02-2022
11.93 12.16 12.54 11.55 0.36 12.04 01-2007 01-2022
12.13 12.13 12.65 11.62 0.36 12.13 12-2006 12-2021
12.02 12.31 12.61 11.72 0.33 12.16 11-2006 11-2021
12.24 12.63 12.85 12.02 0.32 12.44 10-2006 10-2021
12.56 12.49 12.92 12.13 0.28 12.53 09-2006 09-2021
12.94 12.61 13.36 12.19 0.43 12.77 08-2006 08-2021
13.16 12.73 13.36 12.53 0.33 12.95 07-2006 07-2021
13.76 12.57 14.11 12.23 0.79 13.17 06-2006 06-2021
11.86 10.7 12.38 10.2 0.87 11.29 05-2006 05-2021
10.7 10.69 11.09 10.29 0.28 10.69 04-2006 04-2021
11.18 11 11.63 10.55 0.39 11.09 03-2006 03-2021
12.1 11.84 12.57 11.37 0.43 11.97 02-2006 02-2021
12.63 12.47 13.11 11.99 0.4 12.55 01-2006 01-2021
12.67 12.77 13.09 12.36 0.26 12.72 12-2005 12-2020
13.26 12.68 13.78 12.17 0.61 12.97 11-2005 11-2020
13.41 12.82 13.67 12.56 0.44 13.12 10-2005 10-2020
12.92 12.97 13.47 12.42 0.37 12.95 09-2005 09-2020
13.32 13.45 13.79 12.98 0.29 13.38 08-2005 08-2020
13.51 13.54 13.92 13.13 0.28 13.53 07-2005 07-2020
13.36 13.67 13.95 13.09 0.32 13.52 06-2005 06-2020
13.59 13.54 14.11 13.03 0.38 13.57 05-2005 05-2020
13.02 13.9 14.29 12.63 0.66 13.46 04-2005 04-2020
12.39 14.24 14.98 11.66 1.34 13.32 03-2005 03-2020
14.33 14.72 14.96 14.1 0.33 14.53 02-2005 02-2020