NIFTY MOBILITY

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.88
Weighted mean CAGR by duration 14.98
Mean CAGR 19.26
Standard deviation CAGR 10.25
Range for CAGR 30.27

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.82 82.58 51.96 42.34
3 year 8.82 40.18 25.29 24.90
5 year -3.12 37.00 8.91 12.07
7 year 4.39 18.73 12.38 12.41
10 year 4.79 23.95 14.73 14.66
12 year 6.00 21.28 13.93 14.32
15 year 9.72 21.93 12.75 14.10

Rolling return for 1 year

Average return: 42.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
-9.25 -3.04 0.94 -12.82 5.34 -6.04 04-2024 04-2025
-0.44 2.73 9.83 -6.87 6.01 1.31 03-2024 03-2025
3.38 8.21 15.51 -3.15 6.82 5.99 02-2024 02-2025
15.18 21.57 28.84 8.67 7.48 18.57 01-2024 01-2025
33.64 30.32 42.38 22.32 7.19 32.16 12-2023 12-2024
49.09 42.42 57.95 34.43 8.65 45.97 11-2023 11-2024
54.83 68.59 76.05 48.27 10.96 61.94 10-2023 10-2024
67.61 70.76 78.01 60.78 6.19 69.29 09-2023 09-2024
65.93 71.38 74.82 62.67 4.71 68.7 08-2023 08-2024
71.32 71.88 80.85 62.82 6.38 71.72 07-2023 07-2024
62.85 71.83 80.48 55.05 9.54 67.55 06-2023 06-2024
70.08 71.37 82.58 59.64 8.13 70.92 05-2023 05-2024

Rolling return for 3 year

Average return: 24.9
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.79 22.11 24.12 17.86 2.36 20.97 04-2022 04-2025
25.51 25.2 29.68 21.17 3.01 25.39 03-2022 03-2025
23.27 23.79 27.92 19.3 3.05 23.57 02-2022 02-2025
22.24 24.4 26.9 19.84 2.61 23.34 01-2022 01-2025
27.52 27.3 30.24 24.64 1.98 27.43 12-2021 12-2024
26.9 24.97 29.36 22.58 2.49 25.95 11-2021 11-2024
27.92 29.53 33.51 24.1 3.38 28.77 10-2021 10-2024
33.33 33.36 36.03 30.71 1.88 33.36 09-2021 09-2024
33.92 33.94 36.27 31.63 1.64 33.94 08-2021 08-2024
33.39 32.77 35.82 30.4 1.93 33.09 07-2021 07-2024
26.99 29.11 31.42 24.77 2.47 28.07 06-2021 06-2024
29.44 28.77 32.53 25.76 2.41 29.12 05-2021 05-2024
29.26 28.57 31 26.86 1.48 28.92 04-2021 04-2024
25.92 24.58 28.75 21.83 2.49 25.27 03-2021 03-2024
24.53 23.78 27.27 21.12 2.19 24.18 02-2021 02-2024
25.83 23.51 28.3 21.14 2.66 24.7 01-2021 01-2024
24.91 25.9 28.65 22.24 2.29 25.42 12-2020 12-2023
26.18 24.28 30.61 20.07 3.79 25.29 11-2020 11-2023
26.01 25.96 27.84 24.16 1.3 25.99 10-2020 10-2023
27.94 25.79 29.72 24.06 2.14 26.88 09-2020 09-2023
27.79 24.01 28.64 23.19 2.34 25.91 08-2020 08-2023
28.69 27.63 30.89 25.48 1.95 28.17 07-2020 07-2023
29.19 28.41 31.32 26.33 1.79 28.81 06-2020 06-2023
32.66 30.4 35.49 27.67 2.88 31.55 05-2020 05-2023
36.77 29.36 40.02 26.35 5.5 33.12 04-2020 04-2023
36.25 22.04 40.18 18.62 9.13 29.27 03-2020 03-2023
20.71 16.57 22.52 14.85 3.08 18.66 02-2020 02-2023
17.36 16.72 18.72 15.38 1.2 17.05 01-2020 01-2023
17.64 18.78 20.86 15.62 1.9 18.23 12-2019 12-2022
18.31 18.69 19.99 17.02 1.06 18.5 11-2019 11-2022
19.35 17.82 22.05 15.21 2.48 18.61 10-2019 10-2022
22.95 20.75 26.05 17.78 3.03 21.88 09-2019 09-2022
23.95 23.53 25.37 22.12 1.16 23.74 08-2019 08-2022
19.32 16.6 22.64 13.44 3.39 18 07-2019 07-2022
12.36 13.13 15.55 10.01 1.98 12.76 06-2019 06-2022
11.57 13.04 15.89 8.82 2.55 12.33 05-2019 05-2022

Rolling return for 5 year

Average return: 12.07
Min Max Min-Max Max-Min Standard Deviation Mean From To
32.96 29.51 35.82 26.79 3.42 31.27 04-2020 04-2025
34.33 26.06 37 23.61 5.56 30.25 03-2020 03-2025
24.15 23.2 26.93 20.49 2.3 23.69 02-2020 02-2025
22.2 23.71 24.97 20.96 1.51 22.96 01-2020 01-2025
24.2 24.48 25.78 22.91 1.02 24.34 12-2019 12-2024
23.77 24.39 25.2 22.96 0.82 24.08 11-2019 11-2024
26.34 26.91 29.63 23.69 2.11 26.64 10-2019 10-2024
30.58 28.8 32.16 27.25 1.85 29.7 09-2019 09-2024
29.81 30 31.17 28.65 0.89 29.91 08-2019 08-2024
29.53 27.03 30.94 25.66 2.07 28.29 07-2019 07-2024
24.11 25.09 26.68 22.54 1.5 24.61 06-2019 06-2024
23.72 23.63 25.49 21.89 1.27 23.68 05-2019 05-2024
21.39 21.18 22.37 20.21 0.77 21.29 04-2019 04-2024
20.71 20.99 22.34 19.39 1.05 20.86 03-2019 03-2024
21.1 21.09 22.69 19.52 1.12 21.1 02-2019 02-2024
19.28 18.32 20.67 16.96 1.35 18.81 01-2019 01-2024
16.14 16.51 18.22 14.46 1.34 16.33 12-2018 12-2023
13.65 15.13 16.03 12.77 1.27 14.39 11-2018 11-2023
14.6 13.09 15.6 12.12 1.34 13.85 10-2018 10-2023
12.32 10.78 13.26 9.87 1.32 11.56 09-2018 09-2023
9.87 9.77 10.3 9.33 0.34 9.82 08-2018 08-2023
9.68 9.73 10.8 8.62 0.77 9.71 07-2018 07-2023
8.88 8.5 9.96 7.44 0.9 8.7 06-2018 06-2023
7.05 6.81 8.41 5.47 1.04 6.93 05-2018 05-2023
4.81 5.16 6.3 3.69 0.93 4.99 04-2018 04-2023
4.75 5.4 6.56 3.61 1.07 5.08 03-2018 03-2023
4.97 4.59 5.91 3.66 0.81 4.78 02-2018 02-2023
4.66 4.81 5.39 4.09 0.46 4.74 01-2018 01-2023
5.34 5.54 7.06 3.85 1.14 5.45 12-2017 12-2022
5.97 6.29 6.88 5.39 0.54 6.13 11-2017 11-2022
5.81 5.96 7.24 4.55 0.95 5.89 10-2017 10-2022
6.46 6.91 8.07 5.33 0.98 6.69 09-2017 09-2022
7.07 6.61 7.81 5.88 0.7 6.84 08-2017 08-2022
5.25 6.11 7 4.37 0.98 5.68 07-2017 07-2022
4.21 5.21 5.97 3.46 0.96 4.71 06-2017 06-2022
3.97 5.47 6.37 3.09 1.28 4.72 05-2017 05-2022
6.22 6.32 7.27 5.28 0.7 6.27 04-2017 04-2022
4.64 6.16 6.87 3.94 1.17 5.4 03-2017 03-2022
6.38 7.82 8.49 5.72 1.1 7.1 02-2017 02-2022
9.05 8.93 10.36 7.64 0.96 9 01-2017 01-2022
8.74 9.16 10.25 7.67 0.92 8.96 12-2016 12-2021
9.46 9.04 11.75 6.8 1.76 9.26 11-2016 11-2021
7.65 8.99 9.63 7.02 1.04 8.32 10-2016 10-2021
7.29 7.81 8.57 6.54 0.74 7.55 09-2016 09-2021
7.26 7.18 8.38 6.07 0.82 7.22 08-2016 08-2021
8.57 8.62 10.06 7.15 1.03 8.6 07-2016 07-2021
10.61 11.01 11.79 9.83 0.71 10.81 06-2016 06-2021
10.01 10.73 11.93 8.83 1.13 10.38 05-2016 05-2021
9.65 9.45 10.89 8.23 0.94 9.55 04-2016 04-2021
11.15 11.53 13.37 9.34 1.43 11.35 03-2016 03-2021
12.49 12.52 14.39 10.66 1.32 12.52 02-2016 02-2021
9.43 9.58 11.95 7.11 1.71 9.52 01-2016 01-2021
6.82 7.12 8.21 5.74 0.88 6.97 12-2015 12-2020
3.79 6.06 6.93 2.95 1.62 4.93 11-2015 11-2020
4.3 4.07 5.23 3.15 0.74 4.19 10-2015 10-2020
4.18 5.08 6.12 3.16 1.09 4.63 09-2015 09-2020
2.91 2.7 5.2 0.46 1.68 2.82 08-2015 08-2020
0.68 1.26 2.21 -0.26 0.9 0.97 07-2015 07-2020
0.8 0.84 2.17 -0.5 0.94 0.83 06-2015 06-2020
-1.7 -0.87 0.59 -3.12 1.34 -1.27 05-2015 05-2020

Rolling return for 7 year

Average return: 12.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.83 11.67 12.53 9.98 0.95 11.25 04-2018 04-2025
11.79 12.48 13.37 10.92 0.9 12.14 03-2018 03-2025
11.46 12.23 13.24 10.46 1.02 11.85 02-2018 02-2025
11.31 12.67 13.11 10.87 0.93 11.99 01-2018 01-2025
13.01 12.88 14.03 11.86 0.77 12.95 12-2017 12-2024
12.94 13.43 13.88 12.5 0.52 13.19 11-2017 11-2024
14.06 15.18 16.17 13.09 1.16 14.62 10-2017 10-2024
15.81 15.92 16.81 14.92 0.67 15.86 09-2017 09-2024
15.39 15.32 16.25 14.47 0.63 15.36 08-2017 08-2024
15.68 15.88 16.58 14.99 0.57 15.78 07-2017 07-2024
14.31 15.4 16 13.72 0.89 14.86 06-2017 06-2024
14.22 14.68 15.39 13.53 0.68 14.46 05-2017 05-2024
14.38 14.31 15.04 13.66 0.49 14.35 04-2017 04-2024
13.93 14.47 15.02 13.38 0.61 14.2 03-2017 03-2024
13.78 14.34 14.84 13.28 0.59 14.06 02-2017 02-2024
13.63 13.52 14.57 12.58 0.7 13.57 01-2017 01-2024
13.05 13.68 14.49 12.25 0.82 13.37 12-2016 12-2023
11.58 11.27 13.24 9.64 1.28 11.43 11-2016 11-2023
10.05 10.27 10.73 9.59 0.41 10.16 10-2016 10-2023
10.49 10.59 11.15 9.93 0.43 10.54 09-2016 09-2023
10.84 10.27 11.16 9.96 0.47 10.56 08-2016 08-2023
11.11 10.87 11.92 10.07 0.66 10.99 07-2016 07-2023
11.04 11.27 11.83 10.49 0.48 11.16 06-2016 06-2023
10.83 10.98 11.84 9.98 0.66 10.91 05-2016 05-2023
9.71 9.79 10.82 8.69 0.75 9.75 04-2016 04-2023
10.01 10.06 11.36 8.73 0.93 10.04 03-2016 03-2023
11.52 10.92 12.23 10.22 0.74 11.22 02-2016 02-2023
11.45 10.3 12 9.76 0.89 10.88 01-2016 01-2023
10.38 10.85 11.66 9.58 0.75 10.62 12-2015 12-2022
10.85 10.88 11.53 10.21 0.47 10.87 11-2015 11-2022
10.56 10.74 11.63 9.69 0.69 10.66 10-2015 10-2022
11.25 11.65 12.44 10.46 0.71 11.45 09-2015 09-2022
10.91 9.56 11.46 9.03 0.98 10.24 08-2015 08-2022
8.41 8.96 9.69 7.68 0.74 8.69 07-2015 07-2022
8.42 8.71 9.73 7.41 0.83 8.57 06-2015 06-2022
8.29 8.92 10.07 7.16 1.05 8.61 05-2015 05-2022
9.39 8.77 10.16 8.01 0.79 9.08 04-2015 04-2022
7.16 8.08 8.79 6.46 0.89 7.62 03-2015 03-2022
8.56 9.03 10.1 7.51 0.93 8.8 02-2015 02-2022
9.6 9.42 10.53 8.49 0.72 9.51 01-2015 01-2022
9.24 9.13 10.31 8.06 0.8 9.19 12-2014 12-2021
9.2 10.1 10.83 8.48 0.89 9.65 11-2014 11-2021
10.65 10.76 12.1 9.33 0.98 10.71 10-2014 10-2021
9.63 9.89 10.57 8.96 0.58 9.76 09-2014 09-2021
10.49 9.97 11.31 9.16 0.78 10.23 08-2014 08-2021
11.03 11.06 12.12 9.98 0.76 11.05 07-2014 07-2021
12.35 12.37 13.21 11.52 0.6 12.36 06-2014 06-2021
13.44 12.46 14.85 11.08 1.38 12.96 05-2014 05-2021
13.3 13.64 14.21 12.73 0.54 13.47 04-2014 04-2021
15.14 14.98 16.78 13.37 1.21 15.07 03-2014 03-2021
16.32 16.59 17.71 15.21 0.89 16.46 02-2014 02-2021
14.82 15.83 16.71 13.96 1.04 15.33 01-2014 01-2021
13.52 13.91 14.58 12.86 0.62 13.72 12-2013 12-2020
11.94 13.65 14.34 11.26 1.25 12.8 11-2013 11-2020
12.75 12.33 13.47 11.62 0.67 12.54 10-2013 10-2020
13.42 13.33 14.93 11.84 1.09 13.38 09-2013 09-2020
13.22 13.61 15.02 11.84 1.13 13.42 08-2013 08-2020
11.52 11.81 12.73 10.6 0.76 11.66 07-2013 07-2020
10.52 10.36 11.59 9.3 0.81 10.44 06-2013 06-2020
7.19 8.39 8.97 6.63 0.93 7.79 05-2013 05-2020
5.99 8.3 9.65 4.68 1.94 7.15 04-2013 04-2020
5.44 10.78 11.89 4.39 3.26 8.12 03-2013 03-2020
11.18 12.63 13.57 10.26 1.28 11.91 02-2013 02-2020
12.4 12.52 13.22 11.7 0.54 12.46 01-2013 01-2020
12.32 12.54 13.16 11.71 0.52 12.43 12-2012 12-2019
13.26 13.3 13.79 12.77 0.36 13.28 11-2012 11-2019
12.31 13.58 14.03 11.87 0.89 12.95 10-2012 10-2019
12.09 12.76 14.17 10.7 1.25 12.43 09-2012 09-2019
12.2 12.23 12.92 11.52 0.5 12.22 08-2012 08-2019
12.64 14.04 15.11 11.59 1.34 13.34 07-2012 07-2019
14.73 14.83 15.77 13.8 0.7 14.78 06-2012 06-2019
14.56 14.5 15.79 13.28 0.89 14.53 05-2012 05-2019
14.72 14.83 15.52 14.03 0.53 14.77 04-2012 04-2019
14.27 14.5 15.18 13.6 0.56 14.39 03-2012 03-2019
13.77 13.7 14.84 12.64 0.78 13.74 02-2012 02-2019
16.16 15.73 17.8 14.11 1.31 15.95 01-2012 01-2019
17.06 16.49 18.29 15.29 1.08 16.78 12-2011 12-2018
16.32 14.84 16.97 14.2 1.11 15.58 11-2011 11-2018
14.88 15.14 16.7 13.36 1.18 15.02 10-2011 10-2018
16.42 17.2 18.27 15.36 1.07 16.81 09-2011 09-2018
18.31 16.57 18.73 16.16 1.1 17.44 08-2011 08-2018
15.86 15.95 16.66 15.15 0.53 15.91 07-2011 07-2018
16.48 16.25 17.6 15.14 0.87 16.37 06-2011 06-2018
15.79 16.24 17.02 15.02 0.72 16.02 05-2011 05-2018

Rolling return for 10 year

Average return: 14.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.42 12.61 13.62 11.42 0.78 12.52 04-2015 04-2025
12.36 12.95 13.47 11.85 0.61 12.66 03-2015 03-2025
12.78 13.26 14.04 12.01 0.74 13.02 02-2015 02-2025
13.25 13.71 14.52 12.44 0.75 13.48 01-2015 01-2025
14.43 14.29 15.15 13.57 0.56 14.36 12-2014 12-2024
14.23 14.36 14.89 13.7 0.42 14.29 11-2014 11-2024
15.57 16.08 17.07 14.6 0.89 15.83 10-2014 10-2024
16.26 16.46 16.96 15.76 0.43 16.36 09-2014 09-2024
17.05 16.67 17.67 16.06 0.58 16.86 08-2014 08-2024
17.32 17.17 17.95 16.54 0.5 17.25 07-2014 07-2024
16.56 17.15 17.76 15.95 0.67 16.86 06-2014 06-2024
18.02 17.12 18.86 16.3 0.96 17.57 05-2014 05-2024
17.87 17.93 18.34 17.46 0.31 17.9 04-2014 04-2024
18.27 17.78 19.06 16.99 0.75 18.02 03-2014 03-2024
18.72 18.7 19.5 17.93 0.56 18.71 02-2014 02-2024
18.02 18.08 18.71 17.4 0.46 18.05 01-2014 01-2024
16.83 17.38 17.86 16.35 0.57 17.1 12-2013 12-2023
16.03 16.74 17.24 15.54 0.65 16.39 11-2013 11-2023
16.57 16.25 17.08 15.75 0.48 16.41 10-2013 10-2023
17.59 16.93 18.08 16.45 0.62 17.26 09-2013 09-2023
17.41 16.63 17.64 16.4 0.52 17.02 08-2013 08-2023
16.41 16.34 17.01 15.75 0.45 16.38 07-2013 07-2023
15.82 15.49 16.39 14.92 0.53 15.66 06-2013 06-2023
14.27 14.57 15 13.85 0.42 14.42 05-2013 05-2023
14.41 14.23 15.22 13.42 0.64 14.32 04-2013 04-2023
13.87 14.05 14.84 13.08 0.63 13.96 03-2013 03-2023
13.96 13.8 14.46 13.29 0.42 13.88 02-2013 02-2023
13.86 13.76 14.26 13.37 0.32 13.81 01-2013 01-2023
13.89 14.38 14.82 13.46 0.51 14.14 12-2012 12-2022
14.75 14.89 15.24 14.4 0.3 14.82 11-2012 11-2022
14.38 14.83 15.15 14.06 0.42 14.61 10-2012 10-2022
15.24 15.1 16.11 14.24 0.66 15.17 09-2012 09-2022
15.6 15.51 16 15.11 0.32 15.55 08-2012 08-2022
14.6 14.8 15.55 13.86 0.6 14.7 07-2012 07-2022
14.01 14.32 14.97 13.36 0.58 14.16 06-2012 06-2022
13.66 14.06 14.96 12.76 0.79 13.86 05-2012 05-2022
13.78 13.86 14.34 13.31 0.37 13.82 04-2012 04-2022
12.63 13.36 13.82 12.17 0.64 13 03-2012 03-2022
13.49 13.82 14.61 12.7 0.69 13.66 02-2012 02-2022
15.82 15.07 16.51 14.39 0.8 15.45 01-2012 01-2022
15.16 14.72 15.95 13.94 0.73 14.94 12-2011 12-2021
14.83 14.55 16.03 13.36 0.95 14.69 11-2011 11-2021
14.47 14.44 15.51 13.4 0.75 14.46 10-2011 10-2021
13.87 13.82 14.55 13.14 0.5 13.84 09-2011 09-2021
13.63 12.76 14.22 12.18 0.78 13.2 08-2011 08-2021
12.37 12.65 13.14 11.88 0.46 12.51 07-2011 07-2021
13.47 13.16 14.08 12.56 0.55 13.32 06-2011 06-2021
11.89 12.34 12.86 11.37 0.55 12.12 05-2011 05-2021
11.32 11.52 11.95 10.89 0.38 11.42 04-2011 04-2021
12.3 12.51 13.42 11.4 0.72 12.41 03-2011 03-2021
12.8 12.88 13.75 11.94 0.64 12.84 02-2011 02-2021
10.99 10.86 12.26 9.6 0.94 10.93 01-2011 01-2021
9.3 9.5 10.01 8.79 0.44 9.4 12-2010 12-2020
7.99 8.73 9.61 7.12 0.92 8.36 11-2010 11-2020
7.89 8.02 8.37 7.54 0.3 7.96 10-2010 10-2020
8.18 8.52 9.18 7.52 0.6 8.35 09-2010 09-2020
8.5 9 9.71 7.81 0.69 8.75 08-2010 08-2020
8.3 8.77 9.13 7.94 0.45 8.54 07-2010 07-2020
8.52 8.3 9.25 7.57 0.6 8.41 06-2010 06-2020
7.51 7.76 8.75 6.52 0.79 7.63 05-2010 05-2020
5.17 7.31 7.7 4.79 1.28 6.24 04-2010 04-2020
5.29 9.3 9.76 4.84 2.24 7.3 03-2010 03-2020
10.36 11.5 12.02 9.85 0.87 10.93 02-2010 02-2020
11.57 11.04 12.14 10.48 0.62 11.31 01-2010 01-2020
11.37 11.43 11.95 10.85 0.39 11.4 12-2009 12-2019
13.11 12.11 13.48 11.75 0.71 12.61 11-2009 11-2019
12.17 12.56 13.36 11.38 0.71 12.37 10-2009 10-2019
11.68 12.04 13.13 10.6 0.9 11.86 09-2009 09-2019
12.52 12 13.02 11.5 0.57 12.26 08-2009 08-2019
14.21 13.7 15.96 11.99 1.42 13.96 07-2009 07-2019
14.86 14.41 15.59 13.68 0.69 14.64 06-2009 06-2019
17.36 15.04 18.24 14.18 1.65 16.2 05-2009 05-2019
20.28 18.94 20.87 18.37 1 19.62 04-2009 04-2019
21.73 20.66 22.4 20 0.93 21.2 03-2009 03-2019
20.7 20.79 21.49 20 0.53 20.74 02-2009 02-2019
21.11 20.82 22.3 19.64 0.95 20.97 01-2009 01-2019
23.05 21.7 23.95 20.82 1.21 22.38 12-2008 12-2018
22.82 20.86 23.3 20.39 1.24 21.84 11-2008 11-2018
22.06 17.82 23.41 16.54 2.85 19.96 10-2008 10-2018
17.9 17.32 19.21 16.03 1.14 17.62 09-2008 09-2018
17.54 17.04 17.83 16.76 0.42 17.29 08-2008 08-2018
18.58 17.75 19.16 17.18 0.76 18.17 07-2008 07-2018
17.9 16.48 18.69 15.7 1.17 17.19 06-2008 06-2018
15.82 15.59 16.68 14.73 0.69 15.71 05-2008 05-2018
16.32 15.96 16.95 15.34 0.58 16.14 04-2008 04-2018
16.34 15.6 16.98 14.97 0.76 15.97 03-2008 03-2018
16.09 15.58 16.82 14.85 0.72 15.84 02-2008 02-2018
16.99 13.73 17.31 13.41 1.8 15.36 01-2008 01-2018
14.17 13.86 14.98 13.05 0.69 14.02 12-2007 12-2017
15.29 14.61 15.61 14.3 0.52 14.95 11-2007 11-2017
15.42 15.12 16.11 14.43 0.6 15.27 10-2007 10-2017
16.11 15.55 16.73 14.93 0.67 15.83 09-2007 09-2017
17.07 16.71 17.73 16.05 0.61 16.89 08-2007 08-2017
15.73 15.64 16.21 15.16 0.37 15.69 07-2007 07-2017
16.11 15.64 16.54 15.22 0.5 15.88 06-2007 06-2017
15.7 15.55 16.19 15.06 0.4 15.62 05-2007 05-2017
16.53 15.72 17.05 15.21 0.71 16.13 04-2007 04-2017
15.98 15.56 16.36 15.18 0.44 15.77 03-2007 03-2017
14.97 14.03 15.32 13.68 0.67 14.5 02-2007 02-2017
13.6 13.74 14.34 13 0.48 13.67 01-2007 01-2017
13.93 13.49 14.49 12.93 0.57 13.71 12-2006 12-2016
13.18 14.31 14.58 12.91 0.71 13.75 11-2006 11-2016
14.55 14.51 14.89 14.17 0.25 14.53 10-2006 10-2016
14.86 14.66 15.27 14.26 0.36 14.76 09-2006 09-2016
15.91 14.99 16.56 14.35 0.85 15.45 08-2006 08-2016
16.11 15.36 16.87 14.6 0.85 15.73 07-2006 07-2016
16.07 14.39 16.48 13.99 1.06 15.23 06-2006 06-2016
13.51 11.73 14.12 11.13 1.23 12.62 05-2006 05-2016
12.37 12.33 13.11 11.6 0.53 12.35 04-2006 04-2016
12.22 12.58 13.14 11.66 0.54 12.4 03-2006 03-2016
12.68 12.78 13.61 11.85 0.62 12.73 02-2006 02-2016
13.46 14.23 14.68 13.02 0.65 13.85 01-2006 01-2016
14.61 14.45 15.2 13.87 0.47 14.53 12-2005 12-2015
16.18 15.02 16.66 14.56 0.85 15.61 11-2005 11-2015
16.28 15.58 16.93 14.94 0.75 15.93 10-2005 10-2015
15.83 15.47 16.4 14.9 0.55 15.65 09-2005 09-2015
16.76 17.78 18.17 16.37 0.73 17.27 08-2005 08-2015
18.38 18.04 18.93 17.48 0.53 18.21 07-2005 07-2015
17.86 18.31 18.64 17.54 0.42 18.09 06-2005 06-2015
18.18 18.38 19.05 17.52 0.55 18.28 05-2005 05-2015

Rolling return for 12 year

Average return: 14.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.49 16.68 17.52 15.65 0.66 16.59 04-2013 04-2025
16.63 16.91 17.59 15.96 0.58 16.77 03-2013 03-2025
16.41 16.92 17.49 15.84 0.61 16.66 02-2013 02-2025
16.39 17.05 17.48 15.96 0.59 16.72 01-2013 01-2025
17.12 17.37 17.74 16.75 0.36 17.25 12-2012 12-2024
17.53 17.79 18.09 17.23 0.32 17.66 11-2012 11-2024
17.96 18.95 19.23 17.69 0.65 18.46 10-2012 10-2024
19.45 19.18 20.05 18.59 0.52 19.32 09-2012 09-2024
19.23 19.32 19.75 18.8 0.34 19.27 08-2012 08-2024
19.39 19.28 19.93 18.74 0.42 19.34 07-2012 07-2024
18.55 19 19.57 17.98 0.58 18.77 06-2012 06-2024
18.3 18.22 19 17.52 0.52 18.26 05-2012 05-2024
17.45 17.43 17.84 17.04 0.28 17.44 04-2012 04-2024
16.91 17.16 17.57 16.51 0.39 17.04 03-2012 03-2024
16.77 16.72 17.4 16.09 0.46 16.74 02-2012 02-2024
17.45 16.8 18.02 16.24 0.67 17.13 01-2012 01-2024
16.68 16.5 17.54 15.64 0.67 16.59 12-2011 12-2023
15.2 14.96 16.2 13.97 0.79 15.08 11-2011 11-2023
14.77 14.28 15.18 13.87 0.49 14.52 10-2011 10-2023
14.69 14.48 15.09 14.09 0.36 14.59 09-2011 09-2023
14.72 13.69 14.91 13.5 0.62 14.2 08-2011 08-2023
13.24 13.31 13.72 12.83 0.32 13.28 07-2011 07-2023
13.25 12.95 13.72 12.49 0.45 13.1 06-2011 06-2023
12.06 12.22 12.66 11.63 0.37 12.14 05-2011 05-2023
11.07 11.37 11.73 10.72 0.37 11.22 04-2011 04-2023
11.43 11.48 12.23 10.69 0.54 11.46 03-2011 03-2023
12.18 11.88 12.6 11.47 0.41 12.03 02-2011 02-2023
11.92 11.07 12.24 10.75 0.61 11.5 01-2011 01-2023
10.98 11.3 11.73 10.55 0.43 11.14 12-2010 12-2022
11.48 11.12 11.87 10.73 0.42 11.3 11-2010 11-2022
10.99 11.32 11.61 10.7 0.34 11.16 10-2010 10-2022
11.7 11.83 12.39 11.13 0.45 11.76 09-2010 09-2022
12.36 12.07 12.68 11.75 0.34 12.21 08-2010 08-2022
11.71 12.17 12.48 11.4 0.42 11.94 07-2010 07-2022
11.85 11.81 12.63 11.03 0.57 11.83 06-2010 06-2022
12.07 12.27 13.14 11.21 0.69 12.17 05-2010 05-2022
12.25 12.37 12.71 11.91 0.29 12.31 04-2010 04-2022
11.53 12.12 12.51 11.14 0.53 11.82 03-2010 03-2022
12.75 13.24 13.67 12.31 0.51 12.99 02-2010 02-2022
13.26 12.9 13.83 12.34 0.54 13.08 01-2010 01-2022
12.66 12.87 13.31 12.23 0.39 12.77 12-2009 12-2021
14.11 13.94 15.1 12.96 0.76 14.03 11-2009 11-2021
14.06 14.25 14.93 13.39 0.55 14.16 10-2009 10-2021
14.03 13.68 14.6 13.12 0.54 13.86 09-2009 09-2021
14.33 13.97 14.83 13.48 0.49 14.15 08-2009 08-2021
15.78 14.55 16.44 13.9 1 15.17 07-2009 07-2021
15.69 15.21 16.2 14.7 0.56 15.45 06-2009 06-2021
17.07 15.24 17.91 14.42 1.39 16.16 05-2009 05-2021
18.59 17.56 19.14 17.01 0.84 18.07 04-2009 04-2021
20.28 19.84 21.28 18.85 0.87 20.06 03-2009 03-2021
19.92 20.18 20.76 19.34 0.51 20.05 02-2009 02-2021
19.19 19.12 20.33 17.99 0.83 19.16 01-2009 01-2021
19.67 18.5 20.32 17.86 0.96 19.09 12-2008 12-2020
18.12 17.61 19.59 16.16 1.23 17.87 11-2008 11-2020
17.95 13.91 18.39 13.49 2.25 15.94 10-2008 10-2020
13.2 12.57 14.08 11.71 0.87 12.89 09-2008 09-2020
11.92 12.32 12.95 11.3 0.6 12.12 08-2008 08-2020
12.46 12.06 13.18 11.36 0.66 12.27 07-2008 07-2020
11.48 10.36 12.11 9.74 0.93 10.92 06-2008 06-2020
8.34 8.53 9.38 7.49 0.67 8.44 05-2008 05-2020
6.96 8.33 9.1 6.21 1.13 7.65 04-2008 04-2020
7.05 9.74 10.83 6 1.95 8.4 03-2008 03-2020
10.24 10.63 11.62 9.26 0.85 10.44 02-2008 02-2020
11.6 9.21 12.07 8.75 1.45 10.41 01-2008 01-2020
9.58 9.16 10.05 8.69 0.5 9.37 12-2007 12-2019
10.6 10.1 10.9 9.8 0.43 10.35 11-2007 11-2019
10.39 10.57 11.37 9.6 0.63 10.48 10-2007 10-2019
10.4 10.65 11.59 9.46 0.76 10.53 09-2007 09-2019
11.2 10.8 11.61 10.39 0.45 11 08-2007 08-2019
10.39 11.34 11.8 9.94 0.74 10.87 07-2007 07-2019
11.91 11.79 12.51 11.2 0.47 11.85 06-2007 06-2019
11.67 11.85 12.37 11.15 0.44 11.76 05-2007 05-2019
13.33 12.71 13.79 12.25 0.59 13.02 04-2007 04-2019
12.88 12.74 13.4 12.23 0.42 12.81 03-2007 03-2019
11.83 11.39 12.44 10.78 0.61 11.61 02-2007 02-2019
11.33 11.75 12.25 10.84 0.52 11.54 01-2007 01-2019
12.51 12.37 13.19 11.69 0.53 12.44 12-2006 12-2018
12.05 12.19 12.42 11.83 0.21 12.12 11-2006 11-2018
11.88 12.6 12.91 11.57 0.54 12.24 10-2006 10-2018
13.34 13.89 14.39 12.84 0.58 13.62 09-2006 09-2018
15.47 14.41 15.71 14.18 0.66 14.94 08-2006 08-2018
15.88 15.1 16.35 14.63 0.67 15.49 07-2006 07-2018
16.16 15.07 16.81 14.43 0.93 15.62 06-2006 06-2018
14.7 13.4 15.42 12.7 1.07 14.05 05-2006 05-2018
14.07 13.93 14.59 13.42 0.42 14 04-2006 04-2018
14.15 14.2 14.67 13.68 0.35 14.18 03-2006 03-2018
15.36 15.25 15.96 14.65 0.46 15.3 02-2006 02-2018
16.12 16.01 16.39 15.75 0.23 16.07 01-2006 01-2018
16.14 16.19 16.83 15.5 0.47 16.16 12-2005 12-2017
17.46 16.35 17.73 16.09 0.7 16.91 11-2005 11-2017
17.44 16.89 18.02 16.31 0.64 17.16 10-2005 10-2017
17.18 16.92 17.7 16.4 0.47 17.05 09-2005 09-2017
17.48 17.7 18.03 17.15 0.32 17.59 08-2005 08-2017
18.1 17.76 18.51 17.35 0.43 17.93 07-2005 07-2017
18.17 18.26 18.53 17.9 0.23 18.22 06-2005 06-2017
18.46 18.33 18.88 17.9 0.35 18.39 05-2005 05-2017
18.32 18.3 18.76 17.87 0.31 18.31 04-2005 04-2017

Rolling return for 15 year

Average return: 14.1
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.72 14.26 14.53 13.45 0.43 13.99 04-2010 04-2025
14.19 14.62 14.94 13.87 0.41 14.4 03-2010 03-2025
14.78 15.27 15.63 14.42 0.46 15.03 02-2010 02-2025
15.01 15.11 15.87 14.25 0.57 15.06 01-2010 01-2025
15.49 15.62 15.98 15.13 0.3 15.55 12-2009 12-2024
16.56 16.06 17.01 15.62 0.52 16.31 11-2009 11-2024
16.7 17.16 17.71 16.16 0.57 16.93 10-2009 10-2024
17.65 17.37 18.12 16.9 0.44 17.51 09-2009 09-2024
18.01 17.71 18.42 17.3 0.41 17.86 08-2009 08-2024
19.1 17.98 19.54 17.56 0.8 18.55 07-2009 07-2024
17.86 17.86 18.68 17.06 0.57 17.87 06-2009 06-2024
19.44 17.83 20.01 17.28 1.12 18.64 05-2009 05-2024
20.65 19.69 20.97 19.37 0.66 20.17 04-2009 04-2024
21.39 20.77 21.93 20.23 0.64 21.08 03-2009 03-2024
20.83 20.89 21.36 20.36 0.35 20.86 02-2009 02-2024
20.49 19.98 20.96 19.52 0.54 20.24 01-2009 01-2024
20.7 19.94 21.42 19.24 0.82 20.32 12-2008 12-2023
19.69 18.92 20.51 18.1 0.89 19.3 11-2008 11-2023
19.52 16.23 19.87 15.89 1.83 17.88 10-2008 10-2023
16.01 15.1 16.33 14.78 0.64 15.55 09-2008 09-2023
14.93 14.57 15.08 14.42 0.27 14.75 08-2008 08-2023
15.54 15.02 15.93 14.63 0.5 15.28 07-2008 07-2023
14.82 13.76 15.19 13.38 0.74 14.29 06-2008 06-2023
12.82 12.59 13.29 12.11 0.43 12.7 05-2008 05-2023
12.35 12.24 12.88 11.72 0.41 12.3 04-2008 04-2023
12.34 12.09 12.98 11.46 0.54 12.22 03-2008 03-2023
12.26 11.79 12.59 11.46 0.43 12.02 02-2008 02-2023
12.73 10.67 12.99 10.42 1.16 11.7 01-2008 01-2023
11.14 11.02 11.75 10.42 0.47 11.08 12-2007 12-2022
12.1 11.77 12.41 11.45 0.36 11.93 11-2007 11-2022
12.12 11.98 12.63 11.48 0.41 12.05 10-2007 10-2022
12.8 12.6 13.36 12.04 0.47 12.7 09-2007 09-2022
13.64 13.24 13.9 12.98 0.35 13.44 08-2007 08-2022
12.12 12.37 12.74 11.76 0.36 12.25 07-2007 07-2022
12 12.05 12.63 11.43 0.42 12.03 06-2007 06-2022
11.65 12.09 12.5 11.24 0.47 11.87 05-2007 05-2022
12.99 12.5 13.36 12.13 0.47 12.75 04-2007 04-2022
12.07 12.34 12.86 11.55 0.47 12.21 03-2007 03-2022
12.03 11.92 12.77 11.19 0.56 11.98 02-2007 02-2022
12.06 12.11 12.51 11.67 0.3 12.09 01-2007 01-2022
12.17 12.03 12.69 11.52 0.42 12.1 12-2006 12-2021
11.93 12.52 12.7 11.75 0.4 12.23 11-2006 11-2021
12.2 12.64 12.89 11.96 0.36 12.42 10-2006 10-2021
12.28 12.33 12.72 11.89 0.29 12.3 09-2006 09-2021
12.95 12.33 13.34 11.94 0.54 12.64 08-2006 08-2021
13.54 13.07 14.05 12.56 0.55 13.3 07-2006 07-2021
14.22 13.25 14.62 12.85 0.71 13.73 06-2006 06-2021
12.33 11.39 12.98 10.75 0.86 11.86 05-2006 05-2021
11.46 11.37 11.88 10.95 0.33 11.42 04-2006 04-2021
11.86 12.23 12.6 11.49 0.41 12.04 03-2006 03-2021
12.62 12.69 13.24 12.07 0.41 12.65 02-2006 02-2021
12.1 12.66 12.95 11.81 0.45 12.38 01-2006 01-2021
11.95 11.95 12.44 11.47 0.34 11.95 12-2005 12-2020
11.9 11.96 13.01 10.85 0.76 11.93 11-2005 11-2020
12.14 11.61 12.47 11.28 0.46 11.88 10-2005 10-2020
11.81 11.9 12.5 11.21 0.46 11.86 09-2005 09-2020
11.95 12.52 12.77 11.7 0.43 12.23 08-2005 08-2020
12.16 12.16 12.72 11.59 0.4 12.16 07-2005 07-2020
11.88 12.18 12.38 11.68 0.27 12.03 06-2005 06-2020
11.14 11.58 12 10.73 0.48 11.36 05-2005 05-2020
10.06 11.48 11.82 9.72 0.9 10.77 04-2005 04-2020