NIFTY PSU BOND PLUS SDL APR 2027 50:50 INDEX

Index type: Fixed Income

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) -0.64
Weighted mean XIRR by duration -24.93
Mean XIRR -14
Standard deviation XIRR 21.88
Range XIRR 43.75

Summary

Duration Min Max Median Average XIRR (%)
1 year 5.97 9.40 7.96 7.88
3 year -66.72 6.22 -63.39 -35.87

Rolling return for 1 year

Average return: 7.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.37 8.19 8.98 7.59 0.5 8.28 01-2024 01-2025
8.99 8.32 9.3 8.01 0.51 8.66 12-2023 12-2024
8.94 8.62 9.4 8.17 0.45 8.78 11-2023 11-2024
8.57 8.9 9.22 8.25 0.36 8.74 10-2023 10-2024
8.14 8.38 8.94 7.59 0.48 8.26 09-2023 09-2024
7.84 8.11 8.57 7.38 0.43 7.98 08-2023 08-2024
7.32 7.66 8.23 6.76 0.53 7.49 07-2023 07-2024
6.74 7.21 7.45 6.5 0.37 6.98 06-2023 06-2024
6.87 6.79 7.7 5.97 0.61 6.83 05-2023 05-2024
7.43 6.76 7.82 6.38 0.56 7.1 04-2023 04-2024
8.21 7.43 8.79 6.86 0.74 7.82 03-2023 03-2024
7.47 7.92 8.13 7.26 0.35 7.7 02-2023 02-2024

Rolling return for 3 year

Average return: -35.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.02 6.09 6.22 5.89 0.12 6.06 01-2022 01-2025
5.83 5.8 5.93 5.7 0.08 5.82 12-2021 12-2024
5.85 5.74 5.99 5.6 0.14 5.8 11-2021 11-2024
5.7 5.78 5.91 5.57 0.12 5.74 10-2021 10-2024
5.44 -66.64 5.7 -66.72 36.13 -30.56 09-2021 09-2024
-65.31 -66.15 -65.23 -66.22 0.46 -65.73 08-2021 08-2024
-65.03 -65.57 -64.93 -65.67 0.32 -65.3 07-2021 07-2024
-64.82 -65.4 -64.74 -65.48 0.33 -65.11 06-2021 06-2024
-64.08 -64.81 -63.99 -64.9 0.41 -64.44 05-2021 05-2024
-63.5 -64.17 -63.46 -64.21 0.36 -63.83 04-2021 04-2024
-62.88 -63.26 -62.82 -63.33 0.22 -63.07 03-2021 03-2024