NIFTY REITS & INVITS

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.34
Weighted mean XIRR by duration 3.43
Mean XIRR 5.42
Standard deviation XIRR 4.05
Range XIRR 8.95

Summary

Duration Min Max Median Average XIRR (%)
1 year 0.11 22.35 11.23 11.13
3 year 0.13 5.50 3.08 2.96
5 year 1.12 3.71 2.06 2.18

Rolling return for 1 year

Average return: 11.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.75 8.28 12.68 6.42 2.38 9.53 01-2024 01-2025
14.75 12.27 18.07 9.11 3.29 13.55 12-2023 12-2024
15.45 17.11 20.25 12.44 2.82 16.31 11-2023 11-2024
19.71 19.45 22.35 16.88 1.94 19.6 10-2023 10-2024
15.84 16.2 19.34 12.79 2.32 16.04 09-2023 09-2024
12.68 13.3 16.06 10.01 2.15 13.01 08-2023 08-2024
11.71 12.37 15.88 8.32 2.68 12.07 07-2023 07-2024
8.79 8.78 12.02 5.65 2.25 8.81 06-2023 06-2024
4.71 3.42 8.18 0.11 2.89 4.1 05-2023 05-2024
5.82 5.53 8.38 3.04 1.89 5.69 04-2023 04-2024
9.79 7.28 12.3 4.88 2.77 8.56 03-2023 03-2024
7.76 4.73 10.06 2.55 2.86 6.28 02-2023 02-2024

Rolling return for 3 year

Average return: 2.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.64 1.16 3.23 0.58 1.07 1.9 01-2022 01-2025
2.6 2.6 3.59 1.63 0.69 2.6 12-2021 12-2024
2.71 3.1 4.12 1.71 0.86 2.91 11-2021 11-2024
4.17 3.84 4.93 3.09 0.66 4.01 10-2021 10-2024
4.46 3.62 5.5 2.59 1.07 4.04 09-2021 09-2024
3.68 3.13 4.7 2.12 0.93 3.41 08-2021 08-2024
3.17 3.37 4.44 2.11 0.83 3.27 07-2021 07-2024
3.08 2.45 4.09 1.46 0.96 2.77 06-2021 06-2024
2.94 3.32 4.06 2.2 0.67 3.13 05-2021 05-2024
3.77 2.91 4.6 2.1 0.93 3.34 04-2021 04-2024
2.82 2.1 3.6 1.33 0.84 2.46 03-2021 03-2024
2.61 0.84 3.33 0.13 1.29 1.73 02-2021 02-2024

Rolling return for 5 year

Average return: 2.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.38 2.02 2.74 1.67 0.4 2.2 01-2020 01-2025
1.93 2.07 2.51 1.49 0.36 2 12-2019 12-2024
2.87 2.49 3.71 1.66 0.74 2.68 11-2019 11-2024
2.71 2.14 3.16 1.69 0.56 2.42 10-2019 10-2024
2.05 2.2 2.66 1.6 0.38 2.13 09-2019 09-2024
2 2.04 2.6 1.44 0.41 2.02 08-2019 08-2024
1.72 1.86 2.47 1.12 0.48 1.79 07-2019 07-2024