NIFTY PHARMA

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.55
Weighted mean CAGR by duration 11.25
Mean CAGR 14.36
Standard deviation CAGR 9.29
Range for CAGR 29.99

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.42 64.38 41.29 36.36
3 year 5.62 24.55 14.30 14.40
5 year -6.70 28.50 6.39 8.72
7 year -1.52 15.84 6.11 6.37
10 year 3.15 21.79 10.71 11.41
12 year 6.31 16.79 11.12 11.32
15 year 7.94 16.48 11.62 11.91

Rolling return for 1 year

Average return: 36.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.5 13.41 20.21 -1.42 8.27 9.18 04-2024 04-2025
7.94 12.74 20.23 1.22 6.93 10.53 03-2024 03-2025
11.4 15.87 25.01 3.25 7.86 13.88 02-2024 02-2025
22.92 31.11 40.35 14.83 9.48 27.3 01-2024 01-2025
37.37 39.05 48.17 28.91 6.84 38.38 12-2023 12-2024
46.67 41.49 57.3 31.92 9.16 44.34 11-2023 11-2024
52.75 54.83 64.38 43.88 7.29 53.96 10-2023 10-2024
52.38 50.49 57.56 45.54 4.3 51.49 09-2023 09-2024
44.97 47.78 56.93 36.52 7.29 46.55 08-2023 08-2024
44.8 44.48 60.73 30.16 10.82 45.04 07-2023 07-2024
41.09 44.35 57.03 29.7 9.74 43.04 06-2023 06-2024
52.87 52.2 61.31 44.24 6.04 52.66 05-2023 05-2024

Rolling return for 3 year

Average return: 14.4
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.98 16.33 18.38 11.02 2.86 14.68 04-2022 04-2025
16.9 16.47 21.18 12.36 3.12 16.73 03-2022 03-2025
16.58 17.44 21.15 13.01 2.89 17.04 02-2022 02-2025
17.43 18.24 22.73 13.13 3.41 17.88 01-2022 01-2025
18.79 18.15 21.82 15.21 2.35 18.49 12-2021 12-2024
17.76 17.78 20.53 15.06 1.93 17.78 11-2021 11-2024
17.81 16.97 20.73 14.15 2.35 17.41 10-2021 10-2024
17.78 17.31 19.1 16.01 1.11 17.55 09-2021 09-2024
16.56 16.44 19.68 13.4 2.22 16.52 08-2021 08-2024
12.54 14.04 16.52 10.14 2.32 13.31 07-2021 07-2024
8.92 11.1 12.88 7.21 2.15 10.03 06-2021 06-2024
11.72 10.79 13.74 8.82 1.77 11.27 05-2021 05-2024
14.69 12.47 16.94 10.31 2.47 13.6 04-2021 04-2024
17.26 15.94 19.8 13.48 2.28 16.62 03-2021 03-2024
14.35 13.41 17.28 10.57 2.4 13.9 02-2021 02-2024
11.6 10.13 14.16 7.66 2.36 10.89 01-2021 01-2024
10.14 9.14 12.5 6.85 2.03 9.66 12-2020 12-2023
9.69 10.66 13.63 6.82 2.43 10.2 11-2020 11-2023
9.31 7.75 11.51 5.62 2.15 8.55 10-2020 10-2023
10.78 7.74 12.49 6.1 2.5 9.28 09-2020 09-2023
10.46 9.35 12.69 7.18 1.99 9.92 08-2020 08-2023
11.36 10.5 15.39 6.65 3.11 10.97 07-2020 07-2023
9.45 9.89 12.57 6.85 2.03 9.69 06-2020 06-2023
10.19 9.15 12.34 7.06 1.9 9.68 05-2020 05-2023
19.94 9.16 22.18 7.16 6.54 14.61 04-2020 04-2023
22.74 13.35 24.55 11.7 5.63 18.08 03-2020 03-2023
15.78 13.75 18.17 11.45 2.48 14.79 02-2020 02-2023
15.8 14.65 17.33 13.16 1.53 15.23 01-2020 01-2023
16.57 17.25 18.66 15.18 1.25 16.91 12-2019 12-2022
19.08 18.19 22.06 15.3 2.41 18.66 11-2019 11-2022
21.83 18.88 23.61 17.16 2.51 20.37 10-2019 10-2022
17.51 16.75 20.07 14.26 2.07 17.15 09-2019 09-2022
17.83 17.23 20.06 15.04 1.79 17.54 08-2019 08-2022
15.75 15.45 18.21 13.05 1.83 15.62 07-2019 07-2022
14.87 13.77 17.86 10.88 2.5 14.35 06-2019 06-2022
14.26 12.78 17.9 9.3 3.09 13.56 05-2019 05-2022

Rolling return for 5 year

Average return: 8.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.41 17.66 25.89 14.41 4.39 20.09 04-2020 04-2025
25.75 21.43 28.5 18.84 3.74 23.63 03-2020 03-2025
21.18 21.21 24.01 18.45 1.97 21.21 02-2020 02-2025
21.08 22.63 24.34 19.42 1.82 21.87 01-2020 01-2025
22.48 23.45 24.34 21.6 1.03 22.97 12-2019 12-2024
23.24 22.59 24.98 20.88 1.47 22.92 11-2019 11-2024
25.82 24.72 27.68 22.9 1.73 25.28 10-2019 10-2024
24.88 23.62 25.71 22.79 1.12 24.25 09-2019 09-2024
23.28 23.47 25.25 21.52 1.32 23.38 08-2019 08-2024
20.34 21.15 22.88 18.64 1.53 20.75 07-2019 07-2024
18.27 18.3 20.83 15.79 1.78 18.3 06-2019 06-2024
17.42 15.57 18.69 14.34 1.67 16.5 05-2019 05-2024
14.83 15.15 16.18 13.82 0.84 14.99 04-2019 04-2024
15.41 15.67 16.91 14.2 0.96 15.55 03-2019 03-2024
16.53 16.06 18.32 14.31 1.43 16.3 02-2019 02-2024
14.46 14.63 16.02 13.08 1.04 14.55 01-2019 01-2024
13.52 13.05 14.97 11.62 1.2 13.29 12-2018 12-2023
10.31 10.68 12.67 8.36 1.53 10.51 11-2018 11-2023
10.02 8.77 11.35 7.48 1.44 9.4 10-2018 10-2023
8.7 7.75 9.7 6.77 1.09 8.23 09-2018 09-2023
10.28 8.56 11.61 7.26 1.65 9.43 08-2018 08-2023
9.25 9.81 11.6 7.49 1.47 9.54 07-2018 07-2023
9.61 7.83 11.48 6.03 2.03 8.74 06-2018 06-2023
8.79 6.97 10.06 5.74 1.66 7.89 05-2018 05-2023
7.43 6.89 8.64 5.71 1.05 7.17 04-2018 04-2023
6.87 6.02 7.81 5.09 1.01 6.45 03-2018 03-2023
6.09 5.7 7.4 4.41 1.07 5.9 02-2018 02-2023
5.75 5.24 6.58 4.41 0.79 5.5 01-2018 01-2023
7.03 6.31 8.18 5.18 1.09 6.67 12-2017 12-2022
7.25 6.42 8.85 4.86 1.44 6.85 11-2017 11-2022
6.74 6.2 7.68 5.28 0.87 6.48 10-2017 10-2022
6.76 6.01 8.14 4.65 1.26 6.39 09-2017 09-2022
8.24 6.36 9.47 5.17 1.66 7.31 08-2017 08-2022
5.03 4.64 6.36 3.33 1.08 4.84 07-2017 07-2022
5.34 5.34 6.98 3.73 1.15 5.35 06-2017 06-2022
7.33 5.57 9.37 3.61 2.13 6.47 05-2017 05-2022
5.65 5.73 6.76 4.62 0.76 5.69 04-2017 04-2022
3.45 5.12 5.94 2.65 1.3 4.29 03-2017 03-2022
4.37 4.84 6.34 2.9 1.23 4.61 02-2017 02-2022
4.6 6.22 6.97 3.87 1.24 5.42 01-2017 01-2022
5.67 4.91 7.63 3.01 1.66 5.3 12-2016 12-2021
6.11 3.79 7.59 2.36 2.02 4.96 11-2016 11-2021
3.83 4.92 5.81 2.95 1.08 4.38 10-2016 10-2021
4.37 3.93 5.32 2.99 0.84 4.15 09-2016 09-2021
3.93 4.55 5.65 2.85 1.01 4.25 08-2016 08-2021
4.23 4.14 5.59 2.81 0.98 4.19 07-2016 07-2021
5.7 5.34 6.72 4.34 0.85 5.52 06-2016 06-2021
4.06 4.72 5.71 3.08 0.96 4.39 05-2016 05-2021
2.32 3.71 4.74 1.31 1.31 3.02 04-2016 04-2021
1.73 1.11 3.75 -0.86 1.64 1.43 03-2016 03-2021
1.87 2.04 3.95 0.01 1.39 1.97 02-2016 02-2021
2.25 2.33 4.48 0.15 1.53 2.3 01-2016 01-2021
1.17 1.47 3.03 -0.36 1.2 1.33 12-2015 12-2020
-0.68 -1.8 0.91 -3.35 1.56 -1.23 11-2015 11-2020
-3.09 -1.76 -1.07 -3.77 1.06 -2.42 10-2015 10-2020
-1.6 -1.12 0.98 -3.64 1.64 -1.35 09-2015 09-2020
-1.96 -2.62 -0.17 -4.36 1.5 -2.28 08-2015 08-2020
-3.7 -3.24 -1.17 -5.72 1.62 -3.46 07-2015 07-2020
-2.94 -3.18 -1.52 -4.57 1.08 -3.05 06-2015 06-2020
-5.24 -5.07 -3.58 -6.7 1.1 -5.15 05-2015 05-2020

Rolling return for 7 year

Average return: 6.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.5 13.45 14.77 11.2 1.31 12.98 04-2018 04-2025
13.13 13.52 14.88 11.78 1.1 13.33 03-2018 03-2025
12.38 12.95 14.24 11.1 1.13 12.67 02-2018 02-2025
12.04 13.15 14.18 11.03 1.18 12.6 01-2018 01-2025
13.61 13.43 14.85 12.21 0.94 13.53 12-2017 12-2024
13.25 12.56 14.38 11.44 1.07 12.91 11-2017 11-2024
13.43 13.5 14.62 12.32 0.81 13.47 10-2017 10-2024
14.59 13.51 15.14 12.97 0.86 14.05 09-2017 09-2024
14.54 13.48 15.84 12.21 1.34 14.02 08-2017 08-2024
11.02 11.39 12.69 9.74 1.05 11.21 07-2017 07-2024
10.26 10.73 11.96 9.05 1.04 10.5 06-2017 06-2024
11.42 9.48 12.28 8.65 1.46 10.46 05-2017 05-2024
8.9 9.05 9.81 8.14 0.59 8.98 04-2017 04-2024
8.35 8.75 9.35 7.75 0.58 8.55 03-2017 03-2024
8.43 8.5 9.61 7.33 0.81 8.47 02-2017 02-2024
7.41 7.92 8.46 6.88 0.59 7.67 01-2017 01-2024
7.02 6.04 7.99 5.08 1.09 6.53 12-2016 12-2023
5.94 4.82 7.55 3.25 1.57 5.39 11-2016 11-2023
3.72 3.98 4.61 3.1 0.54 3.85 10-2016 10-2023
4.14 3.83 4.82 3.15 0.6 3.98 09-2016 09-2023
4.09 4.21 4.99 3.32 0.59 4.15 08-2016 08-2023
2.77 3.33 4.35 1.77 0.93 3.05 07-2016 07-2023
2.75 3.03 3.99 1.8 0.78 2.89 06-2016 06-2023
1.54 1.7 2.39 0.86 0.54 1.62 05-2016 05-2023
1.5 1.59 2.31 0.78 0.54 1.54 04-2016 04-2023
1.56 0.34 2.21 -0.29 0.98 0.96 03-2016 03-2023
1.18 0.73 2.07 -0.15 0.8 0.96 02-2016 02-2023
1.88 0.95 2.45 0.38 0.8 1.42 01-2016 01-2023
1.61 1.28 2.39 0.51 0.67 1.45 12-2015 12-2022
1.51 0.62 2.59 -0.44 1.12 1.07 11-2015 11-2022
-0.31 -0.19 0.31 -0.81 0.4 -0.25 10-2015 10-2022
0.3 -0.28 1.23 -1.19 0.88 0.02 09-2015 09-2022
0.24 -0.73 1.05 -1.52 0.97 -0.24 08-2015 08-2022
0.25 -0.36 1.16 -1.26 0.88 -0.05 07-2015 07-2022
0.61 0.51 1.73 -0.6 0.82 0.56 06-2015 06-2022
0.62 0.85 1.98 -0.49 0.88 0.74 05-2015 05-2022
1.71 -0.05 2.48 -0.8 1.32 0.83 04-2015 04-2022
0.6 0.84 2.32 -0.85 1.12 0.73 03-2015 03-2022
1.55 2.07 2.91 0.72 0.8 1.81 02-2015 02-2022
2.8 2.76 4.45 1.13 1.17 2.79 01-2015 01-2022
3.31 3.26 4.67 1.92 0.97 3.29 12-2014 12-2021
2.84 2.97 3.87 1.95 0.68 2.91 11-2014 11-2021
4.4 4.58 5.82 3.17 0.94 4.49 10-2014 10-2021
4.79 4.29 5.47 3.62 0.68 4.54 09-2014 09-2021
6.06 5.4 7.31 4.17 1.13 5.74 08-2014 08-2021
7.18 6.67 8.18 5.69 0.9 6.93 07-2014 07-2021
9.09 7.88 9.84 7.14 1.05 8.49 06-2014 06-2021
8.71 8.26 9.94 7.05 1.03 8.49 05-2014 05-2021
6.85 7.59 8.65 5.81 1.04 7.22 04-2014 04-2021
5.96 5.95 7.46 4.47 1.06 5.96 03-2014 03-2021
6.4 6.75 7.95 5.22 0.97 6.58 02-2014 02-2021
6.93 7.82 8.59 6.17 0.91 7.38 01-2014 01-2021
7.27 7.72 8.67 6.33 0.84 7.5 12-2013 12-2020
6.36 6.71 7.58 5.5 0.75 6.54 11-2013 11-2020
6.12 6.76 7.69 5.2 0.91 6.44 10-2013 10-2020
7.04 7.72 9.04 5.74 1.19 7.38 09-2013 09-2020
7.93 7.64 9.33 6.26 1.09 7.79 08-2013 08-2020
5.52 6.2 7.49 4.25 1.17 5.87 07-2013 07-2020
6.01 6.09 7.11 5 0.75 6.05 06-2013 06-2020
4.66 5.1 5.96 3.81 0.78 4.88 05-2013 05-2020
2.22 5.79 7.28 0.8 2.62 4.02 04-2013 04-2020
1.27 4.54 5.44 0.4 2.12 2.91 03-2013 03-2020
3.97 5.04 5.68 3.34 0.91 4.51 02-2013 02-2020
4.48 4.62 5.52 3.59 0.68 4.55 01-2013 01-2020
4.5 4.21 5.04 3.67 0.5 4.36 12-2012 12-2019
4.39 5.08 5.84 3.64 0.82 4.74 11-2012 11-2019
4.23 4.81 5.99 3.07 1.05 4.53 10-2012 10-2019
4.6 4.9 5.86 3.65 0.79 4.75 09-2012 09-2019
4.8 5.19 5.88 4.12 0.64 5 08-2012 08-2019
5.92 6.38 7 5.31 0.62 6.15 07-2012 07-2019
6.74 7.39 8.37 5.78 0.94 7.07 06-2012 06-2019
7.53 8.8 9.6 6.75 1.1 8.17 05-2012 05-2019
9.22 9.01 9.91 8.32 0.57 9.12 04-2012 04-2019
9.28 9.21 10.11 8.39 0.61 9.25 03-2012 03-2019
8.16 8.99 9.67 7.49 0.82 8.58 02-2012 02-2019
9.48 9.19 10.43 8.25 0.78 9.34 01-2012 01-2019
9.34 9.67 10.67 8.36 0.83 9.51 12-2011 12-2018
10.37 10.83 11.79 9.43 0.85 10.61 11-2011 11-2018
10.66 11.23 12.52 9.38 1.13 10.95 10-2011 10-2018
12.14 12.86 13.58 11.42 0.8 12.5 09-2011 09-2018
11.05 11.4 13.27 9.21 1.44 11.23 08-2011 08-2018
9 9.67 10.27 8.4 0.7 9.34 07-2011 07-2018
8.27 10.01 10.87 7.42 1.37 9.14 06-2011 06-2018
8.41 9.49 10.64 7.29 1.24 8.96 05-2011 05-2018

Rolling return for 10 year

Average return: 11.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.97 4.61 6.45 3.15 1.17 4.79 04-2015 04-2025
5.23 5.3 6.38 4.17 0.78 5.27 03-2015 03-2025
5.84 6.45 7.07 5.23 0.69 6.15 02-2015 02-2025
6.98 7.17 8.41 5.76 0.94 7.08 01-2015 01-2025
7.73 7.52 8.55 6.71 0.65 7.63 12-2014 12-2024
7.11 7.2 7.86 6.46 0.5 7.16 11-2014 11-2024
8.25 8.15 9.05 7.36 0.6 8.2 10-2014 10-2024
8.53 8.04 8.89 7.68 0.46 8.29 09-2014 09-2024
9.1 8.6 9.97 7.74 0.81 8.85 08-2014 08-2024
8.76 8.83 9.9 7.7 0.78 8.8 07-2014 07-2024
9.04 8.83 10.21 7.67 0.9 8.94 06-2014 06-2024
9.6 9.01 10.19 8.43 0.66 9.31 05-2014 05-2024
9.15 9.03 9.78 8.4 0.49 9.09 04-2014 04-2024
9.23 8.85 9.93 8.16 0.64 9.04 03-2014 03-2024
8.73 8.7 9.56 7.88 0.59 8.72 02-2014 02-2024
8.31 8.51 9.05 7.77 0.46 8.41 01-2014 01-2024
8.12 8.15 8.81 7.46 0.48 8.13 12-2013 12-2023
7.35 7.88 8.49 6.74 0.65 7.62 11-2013 11-2023
7.07 7.06 7.71 6.42 0.46 7.06 10-2013 10-2023
8.15 7.72 8.65 7.23 0.52 7.94 09-2013 09-2023
8.68 8.15 9.34 7.51 0.67 8.42 08-2013 08-2023
7.24 7.48 8.39 6.34 0.73 7.36 07-2013 07-2023
7.03 7.21 7.94 6.32 0.58 7.13 06-2013 06-2023
6.29 6.3 6.91 5.69 0.43 6.3 05-2013 05-2023
7.24 6.79 7.84 6.2 0.6 7.02 04-2013 04-2023
7.28 7.11 7.76 6.64 0.4 7.2 03-2013 03-2023
7.38 7.58 8.04 6.92 0.4 7.48 02-2013 02-2023
7.75 7.53 8.18 7.11 0.39 7.64 01-2013 01-2023
7.98 7.96 8.56 7.38 0.42 7.97 12-2012 12-2022
8.6 8.85 9.4 8.05 0.49 8.72 11-2012 11-2022
9.22 8.84 9.7 8.37 0.49 9.03 10-2012 10-2022
8.32 8.32 9.02 7.62 0.49 8.32 09-2012 09-2022
8.55 8.67 9.16 8.06 0.39 8.61 08-2012 08-2022
8.78 9.02 9.46 8.34 0.4 8.9 07-2012 07-2022
9.11 9.27 9.96 8.43 0.54 9.19 06-2012 06-2022
9.51 9.98 10.54 8.95 0.59 9.75 05-2012 05-2022
10.37 10.31 10.95 9.73 0.43 10.34 04-2012 04-2022
9.92 10.6 11.23 9.29 0.73 10.26 03-2012 03-2022
10.1 10.65 11.13 9.62 0.57 10.38 02-2012 02-2022
10.89 11.25 12.14 10.02 0.76 11.07 01-2012 01-2022
11.18 11.5 12.21 10.48 0.62 11.34 12-2011 12-2021
11.34 11.44 12.12 10.67 0.51 11.39 11-2011 11-2021
11.83 11.98 12.9 10.93 0.7 11.91 10-2011 10-2021
12.18 12.19 12.69 11.68 0.36 12.18 09-2011 09-2021
12.01 11.63 12.94 10.72 0.8 11.82 08-2011 08-2021
11.2 11.49 11.92 10.77 0.42 11.34 07-2011 07-2021
11.66 11.58 12.19 11.05 0.4 11.62 06-2011 06-2021
11.39 11.46 12.27 10.58 0.6 11.43 05-2011 05-2021
10.36 11.23 11.66 9.94 0.68 10.8 04-2011 04-2021
10.11 10.49 11.2 9.4 0.65 10.3 03-2011 03-2021
10.75 10.75 11.87 9.64 0.79 10.75 02-2011 02-2021
10.17 10.05 11.36 8.87 0.88 10.11 01-2011 01-2021
9.33 9.85 10.33 8.85 0.55 9.59 12-2010 12-2020
8.54 9 9.4 8.14 0.47 8.77 11-2010 11-2020
9.29 9.64 10.43 8.52 0.69 9.47 10-2010 10-2020
10.25 10.77 11.68 9.34 0.85 10.51 09-2010 09-2020
10.5 11.06 11.51 10.06 0.55 10.78 08-2010 08-2020
9.01 10.03 10.44 8.61 0.74 9.52 07-2010 07-2020
9.06 9.15 9.85 8.36 0.53 9.11 06-2010 06-2020
8.7 9.1 9.64 8.16 0.54 8.9 05-2010 05-2020
5.85 9.08 9.49 5.46 1.83 7.47 04-2010 04-2020
5.3 7.49 8.32 4.49 1.56 6.4 03-2010 03-2020
7.96 8.66 9.2 7.42 0.68 8.31 02-2010 02-2020
8.6 8.21 9.35 7.46 0.68 8.41 01-2010 01-2020
7.95 7.85 8.34 7.47 0.31 7.9 12-2009 12-2019
8.75 8.82 9.8 7.77 0.72 8.79 11-2009 11-2019
8.25 8.92 9.53 7.65 0.71 8.59 10-2009 10-2019
10.19 9.53 11.12 8.61 0.92 9.86 09-2009 09-2019
10.45 10.75 11.24 9.96 0.46 10.6 08-2009 08-2019
11.47 11.15 12.27 10.36 0.68 11.31 07-2009 07-2019
11.6 11.84 12.79 10.66 0.76 11.72 06-2009 06-2019
13.17 13.1 14.68 11.6 1.09 13.14 05-2009 05-2019
15.46 14.84 15.97 14.34 0.62 15.15 04-2009 04-2019
16.26 15.59 16.88 14.97 0.72 15.93 03-2009 03-2019
15.01 15.31 16.13 14.2 0.69 15.16 02-2009 02-2019
14.94 14.34 15.63 13.65 0.73 14.64 01-2009 01-2019
14.19 14.51 15.15 13.55 0.58 14.35 12-2008 12-2018
15.03 14.93 16.06 13.91 0.76 14.98 11-2008 11-2018
15.55 13.24 16.91 11.92 1.94 14.41 10-2008 10-2018
13.04 12.27 14.06 11.27 1.02 12.66 09-2008 09-2018
10.88 11.91 12.43 10.37 0.81 11.4 08-2008 08-2018
11.2 11.23 12.11 10.33 0.63 11.22 07-2008 07-2018
9.61 10.41 11.45 8.59 1.05 10.02 06-2008 06-2018
9.45 10.48 11.02 8.92 0.83 9.97 05-2008 05-2018
11.18 10.66 12.08 9.76 0.84 10.92 04-2008 04-2018
11.47 11.63 12.41 10.7 0.61 11.55 03-2008 03-2018
12.74 12.24 13.64 11.35 0.83 12.49 02-2008 02-2018
13.99 11.97 14.72 11.27 1.41 12.99 01-2008 01-2018
12.21 11.86 13.19 10.89 0.82 12.04 12-2007 12-2017
12.45 13.17 13.72 11.9 0.69 12.81 11-2007 11-2017
13.02 13.16 13.8 12.38 0.5 13.09 10-2007 10-2017
12.71 13.35 13.84 12.23 0.61 13.03 09-2007 09-2017
12.89 13.71 14.53 12.09 0.91 13.3 08-2007 08-2017
13.61 13.82 14.54 12.9 0.58 13.72 07-2007 07-2017
12.68 12.99 13.56 12.12 0.52 12.84 06-2007 06-2017
12.18 13.61 14.18 11.62 1.04 12.9 05-2007 05-2017
14.3 13.8 14.86 13.25 0.6 14.05 04-2007 04-2017
15.56 14.77 16.01 14.32 0.66 15.16 03-2007 03-2017
14.72 14.28 15.54 13.48 0.74 14.51 02-2007 02-2017
14.16 13.86 14.56 13.47 0.4 14.01 01-2007 01-2017
14.39 14.94 15.86 13.48 0.86 14.67 12-2006 12-2016
13.94 15.44 16.01 13.38 1.07 14.69 11-2006 11-2016
15.65 15.82 16.14 15.33 0.29 15.73 10-2006 10-2016
15.88 16.16 16.66 15.39 0.46 16.02 09-2006 09-2016
16.89 16.3 17.5 15.7 0.67 16.6 08-2006 08-2016
17.8 17.64 18.61 16.84 0.63 17.72 07-2006 07-2016
17.7 16.49 18.46 15.74 1.05 17.1 06-2006 06-2016
16.07 14.42 16.62 13.88 1.13 15.25 05-2006 05-2016
14.7 14.37 15.27 13.8 0.53 14.54 04-2006 04-2016
14.96 15.48 16.46 13.99 0.89 15.22 03-2006 03-2016
16.68 16.41 17.76 15.34 0.86 16.55 02-2006 02-2016
17.25 17.93 18.47 16.71 0.67 17.59 01-2006 01-2016
17.97 18.27 18.87 17.37 0.54 18.12 12-2005 12-2015
19.4 19.59 21.04 17.98 1.08 19.5 11-2005 11-2015
21.18 19.53 21.6 19.11 1.06 20.36 10-2005 10-2015
18.65 19.28 19.9 18.04 0.69 18.97 09-2005 09-2015
19.29 20.05 20.77 18.57 0.82 19.67 08-2005 08-2015
19.05 19.92 20.32 18.66 0.66 19.49 07-2005 07-2015
19.02 19.57 20.04 18.56 0.56 19.3 06-2005 06-2015
20.85 20.51 21.79 19.57 0.79 20.68 05-2005 05-2015

Rolling return for 12 year

Average return: 11.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.19 10.58 11.49 9.3 0.79 10.39 04-2013 04-2025
10.83 11.27 11.83 10.28 0.57 11.05 03-2013 03-2025
10.82 11.5 11.89 10.43 0.57 11.16 02-2013 02-2025
11.1 11.78 12.33 10.55 0.67 11.44 01-2013 01-2025
11.64 11.83 12.35 11.13 0.44 11.74 12-2012 12-2024
11.87 12.05 12.52 11.4 0.4 11.96 11-2012 11-2024
12.73 12.68 13.42 12 0.5 12.71 10-2012 10-2024
12.61 12.33 12.93 12.01 0.34 12.47 09-2012 09-2024
12.14 12.45 12.88 11.71 0.43 12.29 08-2012 08-2024
11.7 12.3 12.68 11.33 0.52 12 07-2012 07-2024
11.4 11.81 12.4 10.82 0.58 11.61 06-2012 06-2024
11.55 11.57 12.05 11.07 0.35 11.56 05-2012 05-2024
11.53 11.53 12.07 10.99 0.38 11.53 04-2012 04-2024
11.79 11.86 12.39 11.26 0.4 11.82 03-2012 03-2024
11.58 11.88 12.28 11.17 0.41 11.73 02-2012 02-2024
11.53 11.43 12.16 10.8 0.48 11.48 01-2012 01-2024
11.06 11.07 11.65 10.48 0.41 11.06 12-2011 12-2023
10.35 10.77 11.33 9.79 0.56 10.56 11-2011 11-2023
10.39 10.2 10.94 9.65 0.46 10.29 10-2011 10-2023
10.69 10.7 11.12 10.28 0.3 10.7 09-2011 09-2023
10.73 10.21 11.28 9.66 0.6 10.47 08-2011 08-2023
9.1 9.72 10.08 8.75 0.52 9.41 07-2011 07-2023
8.83 9.09 9.59 8.33 0.45 8.96 06-2011 06-2023
8.57 8.44 9.1 7.91 0.42 8.5 05-2011 05-2023
8.47 8.63 8.97 8.12 0.31 8.55 04-2011 04-2023
8.56 8.38 8.96 7.98 0.35 8.47 03-2011 03-2023
8.78 8.43 9.34 7.87 0.53 8.61 02-2011 02-2023
8.58 7.86 8.93 7.51 0.56 8.22 01-2011 01-2023
8.2 8.28 8.68 7.8 0.31 8.24 12-2010 12-2022
8.32 8.65 8.99 7.98 0.38 8.48 11-2010 11-2022
8.9 8.65 9.3 8.26 0.38 8.78 10-2010 10-2022
9.39 9.23 9.98 8.65 0.47 9.31 09-2010 09-2022
9.73 9.88 10.25 9.36 0.32 9.8 08-2010 08-2022
9.32 9.56 9.89 8.98 0.33 9.44 07-2010 07-2022
9.23 9.35 9.93 8.65 0.45 9.29 06-2010 06-2022
10.02 10.44 10.89 9.57 0.49 10.23 05-2010 05-2022
10.64 10.78 11.13 10.3 0.3 10.71 04-2010 04-2022
10.46 10.85 11.56 9.75 0.65 10.66 03-2010 03-2022
11.13 11.53 11.99 10.67 0.49 11.33 02-2010 02-2022
11.44 11.5 12.48 10.47 0.71 11.47 01-2010 01-2022
11.09 11.52 11.94 10.68 0.47 11.31 12-2009 12-2021
12.31 12.11 12.96 11.47 0.53 12.21 11-2009 11-2021
12.84 13.2 13.73 12.31 0.52 13.02 10-2009 10-2021
14.17 13.23 14.6 12.8 0.72 13.7 09-2009 09-2021
14.08 14.44 14.86 13.66 0.44 14.26 08-2009 08-2021
14.81 14.47 15.43 13.86 0.57 14.64 07-2009 07-2021
15.03 14.67 15.49 14.22 0.47 14.85 06-2009 06-2021
15.29 14.71 16.05 13.96 0.77 15 05-2009 05-2021
15.39 15.58 16.52 14.46 0.73 15.49 04-2009 04-2021
15.66 15.54 16.61 14.59 0.72 15.6 03-2009 03-2021
15.81 16.1 16.79 15.13 0.6 15.96 02-2009 02-2021
15.58 15.54 16.63 14.51 0.75 15.56 01-2009 01-2021
14.94 15.28 15.81 14.41 0.51 15.11 12-2008 12-2020
14.39 14.21 15.15 13.46 0.6 14.3 11-2008 11-2020
14.79 12.75 15.78 11.78 1.59 13.78 10-2008 10-2020
11.78 11.51 12.99 10.31 0.95 11.65 09-2008 09-2020
10.74 11.14 11.57 10.31 0.47 10.94 08-2008 08-2020
10.35 10.82 11.55 9.63 0.7 10.59 07-2008 07-2020
9.65 9.45 10.32 8.8 0.54 9.55 06-2008 06-2020
8.99 9.34 9.78 8.55 0.45 9.16 05-2008 05-2020
7.54 9.44 10.62 6.4 1.64 8.5 04-2008 04-2020
6.93 8.84 9.47 6.31 1.31 7.89 03-2008 03-2020
9.19 9.1 10.24 8.07 0.77 9.15 02-2008 02-2020
10.05 8.47 10.68 7.85 1.15 9.26 01-2008 01-2020
8.97 8.23 9.3 7.91 0.56 8.6 12-2007 12-2019
8.68 9.11 9.56 8.24 0.49 8.9 11-2007 11-2019
8.31 8.86 9.37 7.8 0.59 8.59 10-2007 10-2019
9.05 9.42 9.82 8.66 0.43 9.24 09-2007 09-2019
9.75 9.75 10.41 9.1 0.46 9.75 08-2007 08-2019
9.44 9.51 10.09 8.86 0.44 9.47 07-2007 07-2019
9.04 9.55 10.01 8.58 0.54 9.29 06-2007 06-2019
9.63 10.39 10.85 9.17 0.65 10.01 05-2007 05-2019
10.91 10.46 11.32 10.05 0.48 10.69 04-2007 04-2019
11.36 10.85 11.85 10.36 0.56 11.11 03-2007 03-2019
10.28 10.17 11.17 9.28 0.67 10.22 02-2007 02-2019
10.05 10.05 10.61 9.5 0.39 10.05 01-2007 01-2019
10.38 10.42 11.16 9.65 0.53 10.4 12-2006 12-2018
10.69 11.05 11.52 10.23 0.47 10.87 11-2006 11-2018
10.82 11.64 11.9 10.56 0.56 11.23 10-2006 10-2018
11.82 12.26 12.66 11.43 0.46 12.04 09-2006 09-2018
11.93 12.26 13.23 10.97 0.81 12.1 08-2006 08-2018
12.25 12.25 13.02 11.49 0.54 12.25 07-2006 07-2018
12 11.99 13.56 10.45 1.1 12 06-2006 06-2018
10.29 9.85 11.61 8.56 1.09 10.08 05-2006 05-2018
9.76 9.78 10.5 9.04 0.52 9.77 04-2006 04-2018
10.25 10.24 11.02 9.47 0.55 10.25 03-2006 03-2018
11.71 11.37 12.45 10.64 0.65 11.54 02-2006 02-2018
12.77 12.94 13.37 12.34 0.37 12.85 01-2006 01-2018
12.61 12.95 13.43 12.13 0.48 12.78 12-2005 12-2017
13.58 13.52 14.66 12.45 0.78 13.55 11-2005 11-2017
14 13.03 14.66 12.38 0.88 13.52 10-2005 10-2017
12.41 12.86 13.35 11.93 0.53 12.64 09-2005 09-2017
12.23 13.02 13.58 11.67 0.73 12.62 08-2005 08-2017
13.47 13.93 14.24 13.16 0.42 13.7 07-2005 07-2017
13.54 13.91 14.28 13.17 0.41 13.72 06-2005 06-2017
14.1 14.77 15.79 13.1 0.98 14.44 05-2005 05-2017
15.62 15.49 16.09 15.03 0.38 15.56 04-2005 04-2017
15.47 15.15 15.84 14.78 0.39 15.31 03-2005 03-2017

Rolling return for 15 year

Average return: 11.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.11 11.87 12.15 10.83 0.54 11.49 04-2010 04-2025
11.72 11.95 12.52 11.15 0.49 11.84 03-2010 03-2025
12.2 12.69 13.06 11.83 0.47 12.45 02-2010 02-2025
12.61 12.82 13.61 11.82 0.64 12.71 01-2010 01-2025
12.59 12.82 13.16 12.25 0.33 12.7 12-2009 12-2024
13.38 13.22 13.91 12.7 0.43 13.3 11-2009 11-2024
13.82 13.95 14.37 13.39 0.35 13.88 10-2009 10-2024
14.88 14.03 15.14 13.78 0.57 14.46 09-2009 09-2024
14.57 14.83 15.18 14.23 0.35 14.7 08-2009 08-2024
14.35 14.38 15.15 13.59 0.55 14.37 07-2009 07-2024
13.78 13.95 14.6 13.14 0.52 13.87 06-2009 06-2024
14.57 13.92 14.98 13.51 0.57 14.25 05-2009 05-2024
15.25 14.95 15.7 14.5 0.44 15.1 04-2009 04-2024
15.98 15.62 16.48 15.12 0.5 15.8 03-2009 03-2024
15.52 15.56 16.1 14.97 0.4 15.54 02-2009 02-2024
14.78 14.44 15.3 13.92 0.5 14.61 01-2009 01-2024
13.96 14.02 14.45 13.54 0.32 13.99 12-2008 12-2023
13.43 13.49 14.24 12.69 0.55 13.46 11-2008 11-2023
13.68 11.73 14.13 11.28 1.22 12.71 10-2008 10-2023
11.58 10.74 11.92 10.41 0.61 11.16 09-2008 09-2023
10.68 10.78 11.13 10.34 0.28 10.73 08-2008 08-2023
10.55 10.76 11.34 9.97 0.49 10.66 07-2008 07-2023
9.61 9.54 10.23 8.93 0.46 9.58 06-2008 06-2023
9.23 9.3 9.65 8.88 0.27 9.27 05-2008 05-2023
9.92 9.39 10.32 8.98 0.51 9.65 04-2008 04-2023
9.92 9.73 10.24 9.41 0.3 9.82 03-2008 03-2023
10.48 10.02 10.93 9.57 0.51 10.25 02-2008 02-2023
11.17 9.68 11.47 9.39 0.9 10.43 01-2008 01-2023
10.45 9.98 10.85 9.59 0.48 10.22 12-2007 12-2022
10.69 10.87 11.23 10.33 0.32 10.78 11-2007 11-2022
10.89 10.79 11.21 10.47 0.26 10.84 10-2007 10-2022
10.69 10.85 11.17 10.37 0.29 10.77 09-2007 09-2022
11.32 11.21 11.74 10.79 0.34 11.27 08-2007 08-2022
10.67 10.67 11.14 10.21 0.33 10.67 07-2007 07-2022
10.18 10.38 10.75 9.81 0.34 10.28 06-2007 06-2022
10.54 10.86 11.24 10.17 0.39 10.7 05-2007 05-2022
11.34 11.04 11.73 10.66 0.39 11.19 04-2007 04-2022
11.37 11.46 12.26 10.58 0.59 11.42 03-2007 03-2022
11.16 11.05 11.86 10.36 0.53 11.11 02-2007 02-2022
10.88 11.26 11.71 10.43 0.47 11.07 01-2007 01-2022
11.41 11.5 12.09 10.82 0.45 11.46 12-2006 12-2021
11.27 11.42 11.79 10.9 0.32 11.34 11-2006 11-2021
11.57 12.07 12.28 11.36 0.37 11.82 10-2006 10-2021
11.91 11.94 12.25 11.6 0.23 11.93 09-2006 09-2021
12.4 12.24 13.02 11.63 0.49 12.32 08-2006 08-2021
13.09 12.96 13.58 12.47 0.4 13.03 07-2006 07-2021
13.55 12.65 13.92 12.29 0.66 13.1 06-2006 06-2021
11.92 11.09 12.51 10.51 0.77 11.51 05-2006 05-2021
10.42 10.7 11.28 9.84 0.52 10.56 04-2006 04-2021
10.37 10.47 11.1 9.75 0.48 10.42 03-2006 03-2021
11.52 11.41 12.27 10.66 0.57 11.46 02-2006 02-2021
12.02 12.48 12.83 11.68 0.44 12.25 01-2006 01-2021
12.08 12.38 12.76 11.7 0.39 12.23 12-2005 12-2020
12.29 11.99 12.89 11.4 0.54 12.14 11-2005 11-2020
12.48 11.96 13.25 11.2 0.75 12.22 10-2005 10-2020
11.47 12.05 12.44 11.09 0.52 11.76 09-2005 09-2020
11.74 11.96 12.41 11.29 0.4 11.85 08-2005 08-2020
10.92 11.64 11.89 10.68 0.5 11.28 07-2005 07-2020
11.2 11.45 11.74 10.91 0.31 11.33 06-2005 06-2020
11.44 11.29 12.08 10.65 0.51 11.36 05-2005 05-2020
9.57 11.61 12.07 9.12 1.27 10.59 04-2005 04-2020
8.46 9.99 10.52 7.94 1.06 9.23 03-2005 03-2020