NIFTY NEXT 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.85
Weighted mean CAGR by duration 13.97
Mean CAGR 17.67
Standard deviation CAGR 9.53
Range for CAGR 28.49

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.49 82.26 50.08 40.69
3 year 7.46 28.10 17.55 17.50
5 year 2.16 28.39 11.43 12.20
7 year 6.37 19.44 13.04 13.04
10 year 5.44 23.00 13.62 13.66
12 year 5.63 21.18 13.47 13.46
15 year 7.36 20.78 12.60 13.12

Rolling return for 1 year

Average return: 40.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
-5.6 -3.01 4.63 -12.49 6.12 -4.12 04-2024 04-2025
-0.42 5.29 13.66 -7.76 7.84 2.69 03-2024 03-2025
3.08 8.09 16.84 -4.64 7.8 5.84 02-2024 02-2025
14.31 25.72 32.66 8.33 9.5 20.25 01-2024 01-2025
39.8 37.56 52.38 26.21 9.29 38.99 12-2023 12-2024
50.96 49.16 64.05 37.25 9.5 50.36 11-2023 11-2024
61.8 69.83 82.26 50.76 11.5 66.16 10-2023 10-2024
65.16 66.5 75.48 56.71 6.65 65.96 09-2023 09-2024
60.74 66.16 73.05 54.33 6.89 63.57 08-2023 08-2024
57.94 65.05 71.55 51.95 7.37 61.62 07-2023 07-2024
44.2 64.38 72.61 37.32 14.38 54.63 06-2023 06-2024
58.91 65.2 75.73 49.4 9.57 62.31 05-2023 05-2024

Rolling return for 3 year

Average return: 17.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.61 12.88 15.51 9.08 2.32 12.27 04-2022 04-2025
14.26 15.73 19.41 10.74 3.11 15.04 03-2022 03-2025
14.3 15.09 19.17 10.38 3.12 14.74 02-2022 02-2025
14.79 16.67 20.63 11.02 3.46 15.78 01-2022 01-2025
19.26 19.15 22.74 15.78 2.46 19.23 12-2021 12-2024
17.1 17.16 20.4 13.95 2.28 17.15 11-2021 11-2024
18.59 19.63 23.39 14.97 3 19.14 10-2021 10-2024
20.81 21.31 23.27 18.88 1.56 21.07 09-2021 09-2024
21.96 21.91 25 18.95 2.14 21.96 08-2021 08-2024
21.52 23.67 24.92 20.31 1.8 22.61 07-2021 07-2024
17.44 22.61 24.7 15.47 3.74 20.05 06-2021 06-2024
22.29 22.58 26.46 18.53 2.81 22.46 05-2021 05-2024
21.86 22.56 24.98 19.5 1.95 22.23 04-2021 04-2024
19.74 19.21 22.83 16.21 2.35 19.5 03-2021 03-2024
20.35 18.81 23.51 15.77 2.79 19.61 02-2021 02-2024
18.47 17.01 20.61 14.94 2.07 17.76 01-2021 01-2024
16.91 17.88 20.96 13.93 2.51 17.42 12-2020 12-2023
16.93 16.27 20.7 12.64 2.86 16.64 11-2020 11-2023
16.57 18.19 19.35 15.44 1.5 17.39 10-2020 10-2023
20.09 19.03 22.22 16.97 1.89 19.58 09-2020 09-2023
17.8 17.24 19.4 15.66 1.34 17.52 08-2020 08-2023
19.44 18.99 20.99 17.47 1.25 19.22 07-2020 07-2023
20.73 18.49 22.71 16.57 2.31 19.62 06-2020 06-2023
20.99 20.38 23.5 17.92 1.98 20.7 05-2020 05-2023
22.95 17.86 24.95 15.97 3.65 20.43 04-2020 04-2023
26.14 12.4 28.1 10.67 7.85 19.33 03-2020 03-2023
11.92 10.75 14.61 8.15 2.32 11.36 02-2020 02-2023
11.36 13.26 15.3 9.4 2.19 12.33 01-2020 01-2023
13.89 15.69 17.45 12.19 1.97 14.8 12-2019 12-2022
14.75 14.83 16.16 13.43 0.97 14.79 11-2019 11-2022
16.1 14.05 17.86 12.34 2.08 15.09 10-2019 10-2022
17.64 17.36 21.28 13.84 2.63 17.53 09-2019 09-2022
17.99 18.36 20.82 15.58 1.86 18.19 08-2019 08-2022
12.39 13.74 17.18 9.09 2.9 13.1 07-2019 07-2022
9.88 11.56 14.07 7.46 2.41 10.74 06-2019 06-2022
12.4 15.04 18.28 9.32 3.3 13.76 05-2019 05-2022

Rolling return for 5 year

Average return: 12.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.07 21.3 25.63 18.83 2.48 22.21 04-2020 04-2025
25.04 18.7 28.39 15.6 5.05 21.93 03-2020 03-2025
16.69 17.22 19.65 14.32 1.89 16.97 02-2020 02-2025
16.74 18.99 20.26 15.5 1.86 17.87 01-2020 01-2025
19.76 20.75 21.85 18.68 1.17 20.26 12-2019 12-2024
18.73 19.89 20.72 17.91 1.07 19.31 11-2019 11-2024
21.34 21.83 24.26 18.97 1.88 21.6 10-2019 10-2024
23.51 22.58 25.02 21.11 1.42 23.05 09-2019 09-2024
23.02 23.32 24.85 21.51 1.19 23.18 08-2019 08-2024
22.02 21.85 24.05 19.85 1.49 21.94 07-2019 07-2024
18.11 20.81 22.44 16.54 2.29 19.48 06-2019 06-2024
19.59 20.01 22.02 17.62 1.56 19.81 05-2019 05-2024
17.05 17.96 18.83 16.19 0.99 17.51 04-2019 04-2024
16.24 16.47 18.03 14.7 1.18 16.36 03-2019 03-2024
17.03 17.13 18.87 15.32 1.26 17.09 02-2019 02-2024
14.99 14.46 16.23 13.24 1.07 14.73 01-2019 01-2024
13.07 13.27 15.4 10.97 1.57 13.18 12-2018 12-2023
10.45 11.74 12.57 9.63 1.14 11.1 11-2018 11-2023
11.18 10.77 12.76 9.21 1.26 10.98 10-2018 10-2023
10.48 8.28 11.64 7.15 1.77 9.39 09-2018 09-2023
8.16 7.68 9.04 6.8 0.81 7.92 08-2018 08-2023
9.81 8.83 10.66 7.99 1.01 9.32 07-2018 07-2023
8.7 8.28 9.76 7.23 0.91 8.49 06-2018 06-2023
7.11 6.45 8.44 5.15 1.19 6.79 05-2018 05-2023
5.65 5.2 6.68 4.18 0.9 5.43 04-2018 04-2023
5.75 5.49 6.74 4.52 0.79 5.62 03-2018 03-2023
5.52 5.21 7.03 3.72 1.18 5.37 02-2018 02-2023
4.82 5.85 7.02 3.67 1.24 5.34 01-2018 01-2023
6.83 7.37 8.82 5.4 1.22 7.11 12-2017 12-2022
7.9 7.59 8.7 6.8 0.68 7.75 11-2017 11-2022
8.11 7.54 9.09 6.58 0.91 7.83 10-2017 10-2022
9.05 9.38 11.06 7.4 1.3 9.22 09-2017 09-2022
9.17 8.93 10.74 7.39 1.19 9.06 08-2017 08-2022
6.6 7.98 9.3 5.31 1.49 7.3 07-2017 07-2022
6.32 7.87 8.74 5.48 1.28 7.1 06-2017 06-2022
7.86 9.51 11.21 6.21 1.86 8.7 05-2017 05-2022
10.4 10.67 11.93 9.16 0.98 10.54 04-2017 04-2022
9.52 10.46 11.59 8.41 1.17 10 03-2017 03-2022
10.36 11.38 12.7 9.07 1.33 10.88 02-2017 02-2022
13.24 13.13 15.53 10.89 1.64 13.2 01-2017 01-2022
14.34 14.19 16.39 12.17 1.49 14.27 12-2016 12-2021
14.64 13.4 16.53 11.56 1.81 14.03 11-2016 11-2021
12.38 13.57 14.49 11.48 1.14 12.98 10-2016 10-2021
13.25 13.08 14.35 12 0.83 13.17 09-2016 09-2021
12.03 12.45 13.72 10.78 1.05 12.24 08-2016 08-2021
13.26 11.86 13.94 11.19 1.09 12.56 07-2016 07-2021
14.27 13.88 15.43 12.73 0.96 14.08 06-2016 06-2021
12.72 13.74 14.85 11.63 1.19 13.24 05-2016 05-2021
12.66 12.7 13.99 11.38 0.92 12.68 04-2016 04-2021
13.86 13.84 15.92 11.81 1.45 13.86 03-2016 03-2021
13.76 13.92 16.44 11.3 1.82 13.86 02-2016 02-2021
12.35 11.32 14.41 9.32 1.84 11.85 01-2016 01-2021
9.83 10.25 11.54 8.56 1.06 10.04 12-2015 12-2020
7.44 8.88 9.87 6.47 1.31 8.16 11-2015 11-2020
6.47 6.4 7.09 5.78 0.46 6.44 10-2015 10-2020
6.59 6.64 8.29 4.97 1.17 6.62 09-2015 09-2020
7.28 5.34 8.47 4.18 1.66 6.32 08-2015 08-2020
5.19 5.15 6.25 4.11 0.76 5.17 07-2015 07-2020
4.99 5.88 7.22 3.67 1.29 5.44 06-2015 06-2020
4.03 3.74 5.64 2.16 1.23 3.89 05-2015 05-2020

Rolling return for 7 year

Average return: 13.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.4 10.93 12.04 9.31 0.98 10.67 04-2018 04-2025
10.52 11.69 12.63 9.6 1.15 11.11 03-2018 03-2025
10.56 11.18 12.55 9.21 1.2 10.88 02-2018 02-2025
10.3 11.79 12.67 9.43 1.26 11.05 01-2018 01-2025
12.78 13.08 14.18 11.7 0.88 12.94 12-2017 12-2024
12.53 13.04 13.87 11.71 0.78 12.79 11-2017 11-2024
13.87 14.64 15.82 12.71 1.13 14.26 10-2017 10-2024
15.39 15.13 16.39 14.13 0.8 15.26 09-2017 09-2024
15 14.86 16.22 13.66 0.91 14.93 08-2017 08-2024
14.77 15.12 16.13 13.77 0.84 14.95 07-2017 07-2024
13.01 15.29 15.95 12.37 1.5 14.15 06-2017 06-2024
14.08 14.47 15.73 12.83 1.03 14.28 05-2017 05-2024
13.43 13.74 14.66 12.52 0.76 13.59 04-2017 04-2024
13.05 13.46 14.29 12.23 0.74 13.26 03-2017 03-2024
13.13 13.44 14.4 12.18 0.79 13.29 02-2017 02-2024
13.75 12.92 14.63 12.06 0.95 13.34 01-2017 01-2024
13.13 13.24 14.8 11.59 1.14 13.19 12-2016 12-2023
11.23 10.58 12.75 9.09 1.31 10.91 11-2016 11-2023
9.17 9.64 10.27 8.54 0.63 9.41 10-2016 10-2023
10.32 10.27 11.15 9.45 0.6 10.3 09-2016 09-2023
10.34 10.1 10.98 9.46 0.54 10.22 08-2016 08-2023
11.31 10.46 11.93 9.86 0.79 10.89 07-2016 07-2023
11.84 11.54 12.62 10.76 0.67 11.69 06-2016 06-2023
11.13 11.34 12.12 10.37 0.62 11.24 05-2016 05-2023
10.73 10.59 11.5 9.83 0.59 10.66 04-2016 04-2023
11.54 10.83 12.28 10.1 0.81 11.19 03-2016 03-2023
12.06 11.45 13.21 10.32 1.04 11.76 02-2016 02-2023
11.68 11.17 13.36 9.52 1.37 11.43 01-2016 01-2023
11.48 12.03 12.96 10.56 0.87 11.76 12-2015 12-2022
12.01 11.87 12.6 11.29 0.47 11.94 11-2015 11-2022
11.08 11.28 11.8 10.56 0.44 11.18 10-2015 10-2022
12.13 12.37 13.61 10.91 0.96 12.25 09-2015 09-2022
11.75 10.55 12.89 9.44 1.29 11.16 08-2015 08-2022
8.93 10.08 10.9 8.13 1.06 9.51 07-2015 07-2022
9.34 10.11 11.11 8.36 1.01 9.73 06-2015 06-2022
10.33 11.32 12.77 8.91 1.41 10.83 05-2015 05-2022
11.96 11.48 13.06 10.39 0.96 11.72 04-2015 04-2022
10.48 10.73 11.97 9.25 0.97 10.61 03-2015 03-2022
10.75 11.4 12.42 9.74 0.97 11.08 02-2015 02-2022
11.87 12.03 13.48 10.44 1.08 11.95 01-2015 01-2022
12.85 12.46 14.29 11.04 1.16 12.66 12-2014 12-2021
12.79 13.16 14.12 11.84 0.82 12.98 11-2014 11-2021
14.22 14.34 15.75 12.84 1.03 14.29 10-2014 10-2021
14.1 13.79 14.89 13.01 0.67 13.95 09-2014 09-2021
13.46 13.57 14.68 12.36 0.82 13.52 08-2014 08-2021
13.8 12.8 14.29 12.32 0.78 13.3 07-2014 07-2021
13.36 12.97 14.18 12.15 0.73 13.16 06-2014 06-2021
14.28 12.67 15.81 11.17 1.74 13.48 05-2014 05-2021
14.08 14.26 15.04 13.3 0.62 14.17 04-2014 04-2021
15.31 15.04 16.8 13.57 1.15 15.18 03-2014 03-2021
15.26 16.49 17.19 14.57 1.02 15.88 02-2014 02-2021
15.26 14.92 16.77 13.44 1.18 15.1 01-2014 01-2021
13.89 14.06 15.15 12.8 0.83 13.97 12-2013 12-2020
12.68 13.77 14.5 11.97 0.97 13.23 11-2013 11-2020
13.46 12.36 13.94 11.89 0.82 12.91 10-2013 10-2020
13.9 13.34 15.19 12.07 1.12 13.62 09-2013 09-2020
15.13 13.87 16.03 12.98 1.17 14.5 08-2013 08-2020
12.97 12.16 13.78 11.36 0.9 12.57 07-2013 07-2020
11.6 11.33 13.29 9.67 1.28 11.47 06-2013 06-2020
9.28 9.5 10.48 8.3 0.77 9.39 05-2013 05-2020
9.06 10.43 11.83 7.7 1.54 9.76 04-2013 04-2020
7.65 12.5 13.86 6.37 3.15 10.09 03-2013 03-2020
12.64 12.98 14.31 11.34 1.06 12.82 02-2013 02-2020
12.66 12.61 13.52 11.75 0.63 12.63 01-2013 01-2020
12.77 12.75 13.5 12.03 0.52 12.76 12-2012 12-2019
14.41 13.67 14.98 13.12 0.71 14.04 11-2012 11-2019
13.58 14.27 15.19 12.67 0.92 13.93 10-2012 10-2019
14.56 14.26 16.18 12.66 1.25 14.42 09-2012 09-2019
14.2 14.45 15.21 13.44 0.63 14.32 08-2012 08-2019
14.71 15.11 16.18 13.64 0.91 14.91 07-2012 07-2019
16.12 15.78 17.24 14.68 0.91 15.95 06-2012 06-2019
15.59 15.33 16.97 13.97 1.06 15.46 05-2012 05-2019
15.53 15.1 16.14 14.5 0.6 15.32 04-2012 04-2019
14.99 14.99 16.1 13.9 0.78 15 03-2012 03-2019
14.45 13.77 15.66 12.58 1.12 14.11 02-2012 02-2019
17.98 16.25 19.28 14.98 1.64 17.12 01-2012 01-2019
17.86 17.03 19.44 15.48 1.43 17.45 12-2011 12-2018
17.11 15.26 17.74 14.65 1.27 16.19 11-2011 11-2018
15.1 15.35 16.58 13.88 0.96 15.23 10-2011 10-2018
15.84 17.09 18.4 14.56 1.43 16.47 09-2011 09-2018
17.42 16.09 18.48 15.05 1.3 16.76 08-2011 08-2018
14.1 14.45 15.46 13.1 0.84 14.28 07-2011 07-2018
14.66 14.48 15.78 13.37 0.85 14.57 06-2011 06-2018
14.72 15.16 16.24 13.65 0.93 14.94 05-2011 05-2018

Rolling return for 10 year

Average return: 13.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.85 11.9 13.01 10.76 0.8 11.88 04-2015 04-2025
11.6 12.21 13.08 10.73 0.86 11.91 03-2015 03-2025
11.8 12.49 13.21 11.09 0.79 12.15 02-2015 02-2025
12.74 13.41 14.43 11.73 0.98 13.08 01-2015 01-2025
14.74 14.43 15.73 13.45 0.81 14.59 12-2014 12-2024
14.07 14.34 15.02 13.4 0.58 14.21 11-2014 11-2024
15.51 15.9 16.9 14.53 0.85 15.71 10-2014 10-2024
16.07 15.99 16.78 15.29 0.53 16.03 09-2014 09-2024
15.94 16.01 16.8 15.16 0.58 15.98 08-2014 08-2024
16.07 15.96 17.03 15 0.72 16.02 07-2014 07-2024
14.57 15.78 16.65 13.71 1.12 15.18 06-2014 06-2024
16.62 15.55 17.8 14.4 1.26 16.09 05-2014 05-2024
16.36 16.69 17.25 15.8 0.53 16.52 04-2014 04-2024
16.62 16.27 17.52 15.39 0.76 16.45 03-2014 03-2024
16.77 17.18 17.68 16.27 0.52 16.98 02-2014 02-2024
16.22 15.54 16.84 14.92 0.72 15.88 01-2014 01-2024
14.78 15.19 15.96 14.02 0.7 14.99 12-2013 12-2023
13.94 14.52 15.03 13.43 0.6 14.23 11-2013 11-2023
14.39 14.08 15.2 13.27 0.69 14.23 10-2013 10-2023
15.72 15.02 16.33 14.42 0.72 15.37 09-2013 09-2023
15.92 14.87 16.39 14.4 0.8 15.39 08-2013 08-2023
14.88 14.17 15.32 13.73 0.62 14.53 07-2013 07-2023
14.27 13.43 14.83 12.87 0.75 13.85 06-2013 06-2023
12.66 12.65 13.36 11.96 0.49 12.66 05-2013 05-2023
13.06 12.61 13.61 12.06 0.57 12.84 04-2013 04-2023
12.89 12.47 13.42 11.95 0.54 12.68 03-2013 03-2023
12.42 12.31 13.23 11.51 0.61 12.37 02-2013 02-2023
12.27 12.8 13.44 11.63 0.67 12.54 01-2013 01-2023
13.1 13.63 14.15 12.58 0.59 13.37 12-2012 12-2022
14.51 14.02 14.93 13.6 0.5 14.27 11-2012 11-2022
14.33 14.2 14.85 13.69 0.41 14.27 10-2012 10-2022
15.48 15.18 16.54 14.13 0.86 15.33 09-2012 09-2022
15.32 15.6 16.14 14.79 0.49 15.46 08-2012 08-2022
14.01 14.69 15.44 13.27 0.8 14.35 07-2012 07-2022
14.22 14.5 15.51 13.22 0.82 14.36 06-2012 06-2022
14.62 15.24 16.39 13.49 1.05 14.94 05-2012 05-2022
15.15 15.22 15.94 14.43 0.53 15.18 04-2012 04-2022
14.18 14.49 15.26 13.42 0.66 14.34 03-2012 03-2022
14.57 14.45 15.78 13.26 0.89 14.52 02-2012 02-2022
17.07 16.13 18.24 14.97 1.2 16.6 01-2012 01-2022
17.01 16.38 18.05 15.35 0.98 16.7 12-2011 12-2021
16.66 15.88 17.62 14.93 0.99 16.27 11-2011 11-2021
16 16.21 17.08 15.14 0.69 16.11 10-2011 10-2021
15.75 15.4 16.31 14.85 0.53 15.58 09-2011 09-2021
14.97 14.2 15.84 13.35 0.92 14.59 08-2011 08-2021
13.46 13.11 13.81 12.77 0.39 13.29 07-2011 07-2021
13.41 13.09 13.98 12.52 0.53 13.25 06-2011 06-2021
12.34 12.66 13.4 11.61 0.64 12.5 05-2011 05-2021
11.52 11.7 12.18 11.04 0.41 11.61 04-2011 04-2021
12.11 12.22 13.12 11.22 0.67 12.17 03-2011 03-2021
12.17 12.31 13.48 11.01 0.87 12.24 02-2011 02-2021
11.55 10.86 12.57 9.86 0.99 11.21 01-2011 01-2021
10.15 9.76 11.01 8.91 0.76 9.96 12-2010 12-2020
9.17 8.42 10.4 7.22 1.16 8.8 11-2010 11-2020
7.86 7.57 8.17 7.26 0.34 7.71 10-2010 10-2020
8.04 8.03 8.9 7.18 0.61 8.04 09-2010 09-2020
8.69 8.74 9.29 8.15 0.4 8.72 08-2010 08-2020
8.64 8.7 9.18 8.16 0.36 8.67 07-2010 07-2020
8.46 8.85 9.61 7.71 0.69 8.66 06-2010 06-2020
8.22 8.05 9.05 7.22 0.65 8.14 05-2010 05-2020
6.63 8.06 8.52 6.18 0.97 7.35 04-2010 04-2020
6.13 9.66 10.38 5.44 2.15 7.9 03-2010 03-2020
10.47 10.97 11.61 9.84 0.65 10.72 02-2010 02-2020
11.14 10.38 11.74 9.79 0.74 10.76 01-2010 01-2020
10.64 10.59 11.14 10.09 0.37 10.62 12-2009 12-2019
12.18 11.11 12.56 10.73 0.75 11.64 11-2009 11-2019
11.21 11.08 12.31 9.99 0.82 11.15 10-2009 10-2019
11.8 11.62 12.91 10.53 0.84 11.71 09-2009 09-2019
12.05 11.77 12.75 11.08 0.6 11.91 08-2009 08-2019
13.91 12.56 14.93 11.56 1.28 13.24 07-2009 07-2019
13.67 13.2 14.44 12.44 0.73 13.44 06-2009 06-2019
16.94 14 17.92 13.05 2.01 15.48 05-2009 05-2019
20.44 18.01 20.89 17.58 1.45 19.23 04-2009 04-2019
22.18 20.5 23 19.7 1.31 21.34 03-2009 03-2019
20.58 20.08 21.46 19.21 0.81 20.33 02-2009 02-2019
20.77 18.89 21.7 17.98 1.47 19.84 01-2009 01-2019
21.65 19.82 22.79 18.71 1.58 20.74 12-2008 12-2018
21.78 18.78 22.24 18.34 1.74 20.29 11-2008 11-2018
21.39 16.01 22.48 14.97 3.27 18.71 10-2008 10-2018
16.96 15.56 18.76 13.81 1.82 16.27 09-2008 09-2018
15.79 15.06 16.52 14.34 0.81 15.43 08-2008 08-2018
16.86 14.97 17.84 14.02 1.51 15.92 07-2008 07-2018
16.16 13.58 16.95 12.81 1.72 14.88 06-2008 06-2018
13.28 12.44 14.33 11.41 1.07 12.86 05-2008 05-2018
14.04 12.72 14.84 11.94 1.13 13.38 04-2008 04-2018
14.45 12 15.12 11.34 1.59 13.23 03-2008 03-2018
12.06 11.13 13.02 10.18 1.06 11.6 02-2008 02-2018
13.77 9.25 14.39 8.65 2.58 11.52 01-2008 01-2018
9.75 9.5 10.49 8.76 0.62 9.62 12-2007 12-2017
11.17 9.98 11.74 9.42 0.92 10.58 11-2007 11-2017
12.03 10.75 12.83 9.97 1.11 11.39 10-2007 10-2017
12.02 11.44 12.88 10.59 0.84 11.73 09-2007 09-2017
13.09 12.3 14.02 11.38 0.97 12.7 08-2007 08-2017
11.87 11.69 12.55 11.01 0.55 11.78 07-2007 07-2017
12.7 11.91 13.15 11.46 0.66 12.3 06-2007 06-2017
12.92 12.73 13.79 11.87 0.68 12.83 05-2007 05-2017
14.36 13.4 15.01 12.76 0.86 13.88 04-2007 04-2017
14.39 13.62 14.97 13.05 0.73 14.01 03-2007 03-2017
13.53 12.55 14.2 11.88 0.89 13.04 02-2007 02-2017
11.93 12.26 13.11 11.09 0.72 12.1 01-2007 01-2017
12.21 11.94 13.29 10.87 0.86 12.08 12-2006 12-2016
11.91 12.77 13.45 11.24 0.84 12.34 11-2006 11-2016
13.59 13.32 14.05 12.86 0.43 13.45 10-2006 10-2016
14.19 13.68 14.83 13.05 0.65 13.94 09-2006 09-2016
15.36 14.38 16.01 13.73 0.88 14.87 08-2006 08-2016
15.84 15.41 16.92 14.35 0.92 15.63 07-2006 07-2016
15.72 13.2 16.51 12.44 1.69 14.47 06-2006 06-2016
13.97 10.6 14.52 10.06 1.98 12.29 05-2006 05-2016
11.53 11 12.17 10.37 0.66 11.27 04-2006 04-2016
11.21 11.32 12.22 10.31 0.68 11.27 03-2006 03-2016
11.17 11.69 12.4 10.48 0.7 11.44 02-2006 02-2016
12.29 12.98 13.84 11.44 0.88 12.64 01-2006 01-2016
13.71 13.6 14.37 12.94 0.51 13.65 12-2005 12-2015
15.08 14.02 15.6 13.5 0.83 14.55 11-2005 11-2015
15.59 14.06 15.97 13.69 0.97 14.83 10-2005 10-2015
14.16 14.01 15.04 13.14 0.67 14.09 09-2005 09-2015
14.64 15.43 16.33 13.76 0.95 15.04 08-2005 08-2015
16.29 15.42 16.9 14.82 0.8 15.86 07-2005 07-2015
15.72 15.88 16.45 15.15 0.46 15.8 06-2005 06-2015
16.46 16.49 17.52 15.44 0.74 16.48 05-2005 05-2015

Rolling return for 12 year

Average return: 13.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.7 14.83 15.68 13.85 0.65 14.77 04-2013 04-2025
14.58 15.04 15.85 13.78 0.75 14.81 03-2013 03-2025
14.31 14.73 15.51 13.54 0.71 14.52 02-2013 02-2025
14.34 15.22 15.77 13.8 0.76 14.78 01-2013 01-2025
15.63 16.02 16.46 15.19 0.47 15.82 12-2012 12-2024
16.19 16.22 17 15.42 0.56 16.21 11-2012 11-2024
16.75 17.36 17.91 16.2 0.64 17.05 10-2012 10-2024
18.21 17.66 18.81 17.06 0.65 17.94 09-2012 09-2024
17.79 18.06 18.52 17.34 0.43 17.93 08-2012 08-2024
17.7 17.87 18.51 17.06 0.52 17.79 07-2012 07-2024
16.95 17.85 18.71 16.1 0.98 17.4 06-2012 06-2024
17.24 17.26 18.23 16.28 0.69 17.25 05-2012 05-2024
16.16 16.29 16.89 15.56 0.47 16.23 04-2012 04-2024
15.51 15.6 16.25 14.87 0.49 15.56 03-2012 03-2024
15.52 15.16 16.27 14.42 0.67 15.34 02-2012 02-2024
16.72 15.5 17.25 14.98 0.91 16.11 01-2012 01-2024
15.84 15.45 16.83 14.47 0.85 15.65 12-2011 12-2023
14.29 13.78 15.2 12.88 0.84 14.04 11-2011 11-2023
13.45 13.42 14.12 12.75 0.48 13.43 10-2011 10-2023
13.58 13.34 14.07 12.84 0.44 13.46 09-2011 09-2023
13.47 12.51 13.85 12.13 0.7 12.99 08-2011 08-2023
12.29 12.08 12.65 11.72 0.34 12.18 07-2011 07-2023
12.14 11.86 12.59 11.4 0.43 12 06-2011 06-2023
11.48 11.45 12.06 10.87 0.42 11.46 05-2011 05-2023
10.59 10.64 11.04 10.19 0.3 10.62 04-2011 04-2023
11.05 10.74 11.48 10.32 0.42 10.9 03-2011 03-2023
11.45 11.15 12.11 10.49 0.58 11.3 02-2011 02-2023
11.3 10.85 12.27 9.89 0.86 11.08 01-2011 01-2023
11.06 10.87 11.92 10.02 0.68 10.97 12-2010 12-2022
11.56 10.23 11.9 9.89 0.85 10.89 11-2010 11-2022
10.32 10.22 10.73 9.81 0.33 10.27 10-2010 10-2022
11.04 11.14 11.89 10.3 0.56 11.09 09-2010 09-2022
11.07 11.26 11.73 10.61 0.4 11.17 08-2010 08-2022
10.28 11.03 11.44 9.87 0.62 10.65 07-2010 07-2022
10.46 10.86 11.5 9.82 0.61 10.66 06-2010 06-2022
11.26 11.82 12.69 10.41 0.83 11.54 05-2010 05-2022
11.91 12.16 12.56 11.52 0.38 12.04 04-2010 04-2022
11.56 11.82 12.44 10.95 0.53 11.69 03-2010 03-2022
12.06 12.5 13.04 11.52 0.56 12.28 02-2010 02-2022
12.53 12.32 13.47 11.39 0.74 12.43 01-2010 01-2022
12.22 12.59 13.06 11.76 0.48 12.41 12-2009 12-2021
13.63 13.18 14.41 12.41 0.72 13.41 11-2009 11-2021
13.49 13.32 14.37 12.45 0.68 13.41 10-2009 10-2021
14.31 13.68 14.77 13.22 0.59 14 09-2009 09-2021
14.06 13.94 14.77 13.23 0.55 14 08-2009 08-2021
15.34 13.64 15.63 13.35 1.01 14.49 07-2009 07-2021
14.56 14.01 15.05 13.53 0.57 14.29 06-2009 06-2021
16.73 14.37 17.64 13.48 1.69 15.55 05-2009 05-2021
18.67 16.88 19.25 16.31 1.22 17.78 04-2009 04-2021
20.27 19.12 21.18 18.23 1.12 19.7 03-2009 03-2021
19.14 19.16 20.3 18.01 0.81 19.15 02-2009 02-2021
18.9 17.49 19.8 16.61 1.23 18.2 01-2009 01-2021
19.17 17.52 19.95 16.77 1.27 18.35 12-2008 12-2020
18.12 16.41 19.23 15.33 1.51 17.27 11-2008 11-2020
18.22 13.26 18.51 12.99 2.62 15.75 10-2008 10-2020
13.46 11.64 14.21 10.91 1.33 12.56 09-2008 09-2020
12.06 11.4 12.58 10.9 0.64 11.73 08-2008 08-2020
13.25 11.41 13.72 10.95 1.18 12.33 07-2008 07-2020
11.9 10.17 12.89 9.21 1.44 11.04 06-2008 06-2020
8.86 8.05 9.56 7.36 0.83 8.46 05-2008 05-2020
8.4 8.31 10 6.74 1.15 8.36 04-2008 04-2020
8.08 9.14 11.67 5.63 2.17 8.63 03-2008 03-2020
9.32 8.72 10.26 7.79 0.9 9.02 02-2008 02-2020
10.54 6.85 11.03 6.38 2.1 8.7 01-2008 01-2020
7.52 7.12 7.93 6.72 0.45 7.32 12-2007 12-2019
8.93 7.81 9.25 7.5 0.73 8.37 11-2007 11-2019
9.4 8.6 10.3 7.72 0.96 9 10-2007 10-2019
9.42 9.16 10.32 8.26 0.73 9.29 09-2007 09-2019
10.26 9.44 10.83 8.87 0.75 9.85 08-2007 08-2019
9.51 9.63 10.33 8.82 0.54 9.57 07-2007 07-2019
10.69 10.29 11.31 9.68 0.59 10.49 06-2007 06-2019
10.91 10.82 11.68 10.05 0.58 10.87 05-2007 05-2019
12.72 11.75 13.07 11.4 0.68 12.23 04-2007 04-2019
12.85 12.37 13.48 11.75 0.63 12.61 03-2007 03-2019
11.87 11.2 12.56 10.52 0.76 11.54 02-2007 02-2019
11.73 11.74 12.45 11.02 0.51 11.73 01-2007 01-2019
12.39 12.14 13.27 11.27 0.71 12.27 12-2006 12-2018
12.13 11.91 12.48 11.57 0.33 12.02 11-2006 11-2018
11.98 12.21 12.82 11.38 0.52 12.1 10-2006 10-2018
13.47 13.96 14.92 12.52 0.87 13.72 09-2006 09-2018
15.47 14.71 16.08 14.11 0.75 15.09 08-2006 08-2018
15.73 15.29 16.54 14.49 0.74 15.51 07-2006 07-2018
16.44 14.32 17.1 13.68 1.42 15.38 06-2006 06-2018
15.25 12.82 16.14 11.95 1.71 14.04 05-2006 05-2018
13.6 13.27 14.26 12.61 0.59 13.43 04-2006 04-2018
13.76 13.55 14.32 13 0.47 13.66 03-2006 03-2018
14.14 14.37 14.97 13.55 0.51 14.26 02-2006 02-2018
15.2 15 15.73 14.47 0.45 15.1 01-2006 01-2018
15.37 15.36 16.02 14.71 0.46 15.36 12-2005 12-2017
16.36 15.52 16.85 15.03 0.71 15.94 11-2005 11-2017
16.13 15.22 16.82 14.53 0.87 15.68 10-2005 10-2017
15.15 15.02 15.89 14.29 0.57 15.09 09-2005 09-2017
15.27 15.32 16.06 14.53 0.54 15.29 08-2005 08-2017
16.07 15.44 16.66 14.85 0.68 15.75 07-2005 07-2017
15.98 15.88 16.36 15.5 0.31 15.93 06-2005 06-2017
16.51 16.4 17.26 15.66 0.57 16.46 05-2005 05-2017
16.5 16.13 17.05 15.59 0.53 16.32 04-2005 04-2017
15.8 15 16.29 14.51 0.69 15.4 03-2005 03-2017

Rolling return for 15 year

Average return: 13.12
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.85 12.3 12.62 11.54 0.41 12.08 04-2010 04-2025
12.09 12.6 13.09 11.61 0.55 12.35 03-2010 03-2025
12.5 13.01 13.45 12.07 0.52 12.76 02-2010 02-2025
12.97 13.18 14.1 12.06 0.73 13.08 01-2010 01-2025
13.6 13.88 14.25 13.23 0.37 13.74 12-2009 12-2024
14.32 13.96 14.96 13.33 0.59 14.14 11-2009 11-2024
14.49 14.56 15.4 13.65 0.62 14.53 10-2009 10-2024
15.58 15.16 16.05 14.7 0.5 15.37 09-2009 09-2024
15.59 15.49 16.16 14.92 0.44 15.54 08-2009 08-2024
16.55 15.58 17.19 14.94 0.87 16.07 07-2009 07-2024
15.13 15.68 16.52 14.3 0.81 15.41 06-2009 06-2024
17.82 15.97 18.61 15.19 1.37 16.9 05-2009 05-2024
19.3 18 19.9 17.4 1 18.65 04-2009 04-2024
20.17 19.14 20.78 18.53 0.87 19.66 03-2009 03-2024
19.38 19.09 20 18.48 0.55 19.24 02-2009 02-2024
18.81 17.4 19.24 16.98 0.94 18.11 01-2009 01-2024
18.72 17.59 19.53 16.79 1.05 18.16 12-2008 12-2023
17.88 16.39 18.63 15.65 1.18 17.14 11-2008 11-2023
17.89 14.23 18.45 13.7 2.12 16.07 10-2008 10-2023
14.76 13.08 15.16 12.69 1.06 13.92 09-2008 09-2023
13.19 12.55 13.5 12.24 0.5 12.87 08-2008 08-2023
14.46 12.89 14.75 12.6 0.94 13.68 07-2008 07-2023
13.61 11.79 13.99 11.42 1.11 12.7 06-2008 06-2023
11.18 10.41 11.64 9.95 0.66 10.79 05-2008 05-2023
11.17 10.15 11.53 9.8 0.71 10.66 04-2008 04-2023
11.47 9.79 11.82 9.45 1.03 10.63 03-2008 03-2023
9.83 9.12 10.36 8.6 0.67 9.48 02-2008 02-2023
10.7 8.1 11.47 7.36 1.72 9.41 01-2008 01-2023
8.77 8.78 9.44 8.12 0.47 8.78 12-2007 12-2022
10.07 9.18 10.34 8.91 0.6 9.62 11-2007 11-2022
10.7 9.67 11.04 9.34 0.7 10.19 10-2007 10-2022
11.02 10.75 11.7 10.08 0.58 10.89 09-2007 09-2022
11.77 11.16 12.3 10.64 0.63 11.47 08-2007 08-2022
10.08 10.44 11.01 9.52 0.54 10.26 07-2007 07-2022
10.53 10.55 11.36 9.72 0.58 10.54 06-2007 06-2022
11.2 11.65 12.34 10.52 0.66 11.43 05-2007 05-2022
13.03 12.48 13.55 11.97 0.59 12.76 04-2007 04-2022
12.74 12.56 13.45 11.86 0.57 12.65 03-2007 03-2022
12.47 12.16 13.25 11.38 0.67 12.32 02-2007 02-2022
12.37 12.55 13.12 11.8 0.47 12.46 01-2007 01-2022
12.92 12.68 13.59 12.02 0.56 12.8 12-2006 12-2021
12.81 12.98 13.43 12.36 0.38 12.89 11-2006 11-2021
13.18 13.4 13.89 12.7 0.43 13.29 10-2006 10-2021
13.87 13.48 14.24 13.11 0.42 13.68 09-2006 09-2021
14.24 13.73 14.81 13.16 0.61 13.98 08-2006 08-2021
14.98 14.21 15.21 13.99 0.51 14.6 07-2006 07-2021
15.23 13.43 15.63 13.04 1.12 14.33 06-2006 06-2021
13.55 11.64 14.26 10.94 1.35 12.6 05-2006 05-2021
11.91 11.57 12.35 11.13 0.45 11.74 04-2006 04-2021
12.08 12.15 12.76 11.48 0.45 12.12 03-2006 03-2021
12.03 12.43 12.9 11.56 0.49 12.23 02-2006 02-2021
12.31 12.42 12.99 11.75 0.44 12.37 01-2006 01-2021
12.4 12.47 12.98 11.89 0.39 12.44 12-2005 12-2020
12.47 12.28 13.32 11.44 0.67 12.38 11-2005 11-2020
12.47 11.44 12.69 11.23 0.63 11.96 10-2005 10-2020
11.58 11.5 12.17 10.92 0.44 11.54 09-2005 09-2020
12.13 11.96 12.55 11.56 0.36 12.05 08-2005 08-2020
12.47 11.89 12.84 11.52 0.51 12.18 07-2005 07-2020
12.03 12.44 12.82 11.66 0.43 12.24 06-2005 06-2020
12.16 12.07 12.74 11.5 0.44 12.12 05-2005 05-2020
11.4 12 12.71 10.7 0.74 11.7 04-2005 04-2020
10.5 12.41 13.42 9.51 1.54 11.46 03-2005 03-2020