NIFTY RURAL

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.18
Weighted mean CAGR by duration 11.86
Mean CAGR 13.81
Standard deviation CAGR 4.34
Range for CAGR 11.87

Summary

Duration Min Max Median Average XIRR (%)
1 year -6.07 45.30 25.28 22.29
3 year 7.32 31.73 18.30 18.68
5 year -1.12 27.25 9.84 11.04
7 year 2.93 14.63 10.52 10.42
10 year 4.62 18.11 11.39 11.43
12 year 4.04 17.22 11.43 11.41
15 year 6.97 16.31 11.34 11.41

Rolling return for 1 year

Average return: 22.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.33 0.62 4.63 -6.07 3.92 -0.79 04-2024 04-2025
0.08 5.36 9.62 -3.81 5.1 2.81 03-2024 03-2025
1.63 7.74 11.84 -2.1 5.38 4.78 02-2024 02-2025
8 11.74 15.47 4.51 4.09 9.93 01-2024 01-2025
15.34 14.46 22.14 8.09 4.98 15.01 12-2023 12-2024
24.01 25.41 33.11 16.84 5.78 24.84 11-2023 11-2024
31.52 38.26 45.3 25.15 7.51 35.06 10-2023 10-2024
36.76 40.09 44.97 32.16 4.68 38.49 09-2023 09-2024
34.45 37.1 40.92 30.81 3.7 35.82 08-2023 08-2024
32.21 36.69 39.63 29.42 3.94 34.49 07-2023 07-2024
28.4 34.61 40.23 23.25 6.39 31.62 06-2023 06-2024
35.92 34.68 42.94 28.07 5.28 35.4 05-2023 05-2024

Rolling return for 3 year

Average return: 18.68
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.53 13.78 15.15 11.2 1.46 13.16 04-2022 04-2025
16.63 16.04 20.22 12.57 2.71 16.37 03-2022 03-2025
14.74 14.48 18.46 10.88 2.68 14.64 02-2022 02-2025
14 13.9 16.57 11.39 1.83 13.96 01-2022 01-2025
16.22 15.8 18.46 13.61 1.72 16.02 12-2021 12-2024
15.23 15.13 17.98 12.44 1.96 15.2 11-2021 11-2024
16.64 18.05 20.58 14.2 2.31 17.37 10-2021 10-2024
20.08 20.4 22.44 18.08 1.55 20.25 09-2021 09-2024
20.47 20.54 22.37 18.67 1.31 20.51 08-2021 08-2024
20.86 22.38 23.08 20.17 1.16 21.62 07-2021 07-2024
18.12 20.62 21.64 17.13 1.82 19.38 06-2021 06-2024
20.93 19.98 22.97 17.99 1.79 20.47 05-2021 05-2024
20.77 20.4 22.35 18.84 1.25 20.59 04-2021 04-2024
18.86 18.25 20.44 16.7 1.34 18.56 03-2021 03-2024
18.46 17.31 19.95 15.86 1.5 17.89 02-2021 02-2024
19.41 18.34 20.73 17.05 1.35 18.88 01-2021 01-2024
20.16 20.41 22.79 17.83 1.76 20.3 12-2020 12-2023
22.26 20.2 24.71 17.83 2.54 21.25 11-2020 11-2023
23.19 24.12 25.25 22.08 1.17 23.66 10-2020 10-2023
26.15 23.5 27.6 22.09 2.16 24.84 09-2020 09-2023
24.22 22.21 25.37 21.1 1.67 23.23 08-2020 08-2023
25.36 24.54 26.25 23.65 0.96 24.95 07-2020 07-2023
25.38 24.8 27.1 23.11 1.43 25.1 06-2020 06-2023
27.86 25.95 30.42 23.47 2.55 26.93 05-2020 05-2023
29.54 23.98 31.73 21.92 3.99 26.79 04-2020 04-2023
29.87 16.43 31.69 14.82 7.63 23.2 03-2020 03-2023
15.56 13.48 16.96 12.13 1.86 14.53 02-2020 02-2023
14.23 13.6 15.48 12.36 1.13 13.92 01-2020 01-2023
15.26 15.8 17.39 13.7 1.32 15.54 12-2019 12-2022
15.6 15.86 16.83 14.64 0.78 15.73 11-2019 11-2022
17.12 15.42 18.9 13.7 1.93 16.28 10-2019 10-2022
18.62 17.54 21.03 15.19 2.1 18.09 09-2019 09-2022
18.89 18.12 20.19 16.85 1.21 18.51 08-2019 08-2022
13.19 13.05 16.73 9.62 2.51 13.15 07-2019 07-2022
9.1 10.43 12.26 7.32 1.81 9.78 06-2019 06-2022
11.68 11.76 14.84 8.69 2.17 11.74 05-2019 05-2022

Rolling return for 5 year

Average return: 11.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.48 21.7 26.2 20.03 2.39 23.1 04-2020 04-2025
24.95 18.18 27.25 16.05 4.63 21.61 03-2020 03-2025
16.29 16.41 18.53 14.2 1.53 16.36 02-2020 02-2025
16 16.41 17.56 14.86 0.97 16.21 01-2020 01-2025
16.98 17.37 18.33 16.03 0.82 17.18 12-2019 12-2024
16.78 17.85 18.44 16.2 0.88 17.32 11-2019 11-2024
19.73 19.99 22.14 17.62 1.6 19.87 10-2019 10-2024
21.7 20.98 23.13 19.58 1.28 21.35 09-2019 09-2024
20.92 20.8 22.07 19.67 0.85 20.87 08-2019 08-2024
19.77 18.78 21.08 17.49 1.32 19.28 07-2019 07-2024
16.62 17.52 18.69 15.47 1.18 17.07 06-2019 06-2024
17.31 16.58 18.5 15.41 1.12 16.95 05-2019 05-2024
15.78 16.01 16.69 15.11 0.56 15.9 04-2019 04-2024
16.15 15.85 17.07 14.93 0.76 16 03-2019 03-2024
16.81 16.44 17.69 15.57 0.76 16.63 02-2019 02-2024
16.08 15.04 16.85 14.28 0.98 15.56 01-2019 01-2024
14.68 14.5 16.17 13.03 1.11 14.6 12-2018 12-2023
13.3 13.4 14.66 12.06 0.92 13.36 11-2018 11-2023
14.01 13.03 15.15 11.92 1.19 13.53 10-2018 10-2023
12.36 10.5 13.13 9.74 1.37 11.43 09-2018 09-2023
9.94 9.74 10.55 9.13 0.51 9.84 08-2018 08-2023
11.23 10.32 11.7 9.85 0.73 10.77 07-2018 07-2023
10.25 10.24 11.16 9.34 0.64 10.25 06-2018 06-2023
8.74 8.99 10.04 7.7 0.83 8.87 05-2018 05-2023
7.46 7.58 8.55 6.5 0.73 7.52 04-2018 04-2023
7.49 7.63 8.39 6.73 0.59 7.56 03-2018 03-2023
7.27 6.6 8.04 5.83 0.82 6.93 02-2018 02-2023
6.37 6.67 7.07 5.97 0.4 6.52 01-2018 01-2023
7.67 7.58 8.87 6.41 0.87 7.63 12-2017 12-2022
8.06 7.95 8.74 7.27 0.52 8.01 11-2017 11-2022
8 7.75 8.98 6.78 0.78 7.88 10-2017 10-2022
8.62 8.82 9.94 7.51 0.86 8.72 09-2017 09-2022
8.64 8.25 9.35 7.54 0.65 8.45 08-2017 08-2022
6.01 7.25 7.99 5.29 1.05 6.63 07-2017 07-2022
5.22 6.5 7.04 4.69 0.95 5.86 06-2017 06-2022
6.5 7.52 8.3 5.73 0.98 7.01 05-2017 05-2022
8.64 8.56 9.42 7.78 0.58 8.6 04-2017 04-2022
7 8.15 9.3 5.88 1.28 7.58 03-2017 03-2022
8.08 9.83 10.32 7.6 1.14 8.96 02-2017 02-2022
11.34 11.08 12.89 9.55 1.18 11.21 01-2017 01-2022
11.63 11.73 13.16 10.21 1.04 11.68 12-2016 12-2021
12.19 10.85 13.85 9.24 1.7 11.53 11-2016 11-2021
9.9 10.53 11.31 9.14 0.8 10.22 10-2016 10-2021
9.15 9.08 10.26 7.99 0.8 9.12 09-2016 09-2021
8.63 8.57 9.61 7.6 0.71 8.6 08-2016 08-2021
9.13 8.29 9.51 7.92 0.64 8.71 07-2016 07-2021
9.87 9.54 10.42 8.99 0.52 9.71 06-2016 06-2021
9.61 9.81 11.24 8.2 1.08 9.71 05-2016 05-2021
10.11 9.74 11.17 8.69 0.89 9.93 04-2016 04-2021
11.36 11.05 12.58 9.84 0.97 11.21 03-2016 03-2021
12.28 12.03 13.79 10.55 1.15 12.16 02-2016 02-2021
10.39 9.06 11.72 7.75 1.48 9.73 01-2016 01-2021
7.63 7.76 8.9 6.51 0.85 7.7 12-2015 12-2020
4.72 6.27 7.06 3.94 1.23 5.5 11-2015 11-2020
4.29 3.74 4.86 3.17 0.63 4.02 10-2015 10-2020
4.06 5.14 6.12 3.1 1.13 4.6 09-2015 09-2020
4.14 3.36 5.75 1.79 1.43 3.76 08-2015 08-2020
2.46 2.6 3.3 1.76 0.55 2.53 07-2015 07-2020
2.64 2.35 3.77 1.24 0.9 2.5 06-2015 06-2020
-0.07 0.97 2.05 -1.12 1.18 0.46 05-2015 05-2020

Rolling return for 7 year

Average return: 10.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.17 10.55 11.26 9.47 0.65 10.36 04-2018 04-2025
10.37 11.25 11.82 9.82 0.77 10.81 03-2018 03-2025
10.06 10.51 11.58 9.01 0.92 10.29 02-2018 02-2025
9.76 10.52 10.81 9.47 0.54 10.14 01-2018 01-2025
10.96 10.93 11.87 10.03 0.65 10.95 12-2017 12-2024
10.96 11.51 12.09 10.39 0.63 11.24 11-2017 11-2024
12.28 12.98 13.89 11.38 0.92 12.63 10-2017 10-2024
13.45 13.56 14.4 12.62 0.63 13.51 09-2017 09-2024
12.83 12.77 13.59 12.02 0.56 12.8 08-2017 08-2024
12.46 12.79 13.34 11.92 0.52 12.63 07-2017 07-2024
11.5 12.5 12.91 11.1 0.73 12 06-2017 06-2024
11.82 12.04 12.62 11.24 0.49 11.93 05-2017 05-2024
11.98 11.97 12.61 11.35 0.45 11.98 04-2017 04-2024
12.09 11.88 12.73 11.25 0.53 11.99 03-2017 03-2024
11.87 12.11 12.47 11.51 0.35 11.99 02-2017 02-2024
12.96 12.19 13.49 11.66 0.7 12.58 01-2017 01-2024
13.05 13.07 14.1 12.02 0.74 13.06 12-2016 12-2023
11.87 10.7 12.82 9.76 1.16 11.29 11-2016 11-2023
9.89 10.11 10.67 9.34 0.48 10 10-2016 10-2023
10.11 9.8 10.65 9.26 0.5 9.96 09-2016 09-2023
10.15 9.83 10.58 9.4 0.43 9.99 08-2016 08-2023
10.93 10.39 11.27 10.05 0.47 10.66 07-2016 07-2023
10.83 10.85 11.48 10.2 0.45 10.84 06-2016 06-2023
10.86 10.78 11.81 9.84 0.7 10.82 05-2016 05-2023
10.61 10.38 11.4 9.59 0.65 10.5 04-2016 04-2023
10.95 10.52 11.61 9.86 0.64 10.73 03-2016 03-2023
11.84 11.17 12.41 10.6 0.68 11.5 02-2016 02-2023
11.47 10.08 12 9.57 0.99 10.78 01-2016 01-2023
10.57 10.61 11.44 9.74 0.6 10.59 12-2015 12-2022
10.65 10.56 11.15 10.06 0.39 10.61 11-2015 11-2022
10.26 10.12 10.97 9.41 0.55 10.19 10-2015 10-2022
11.14 11.36 12.1 10.4 0.61 11.25 09-2015 09-2022
10.82 9.53 11.33 9.03 0.93 10.18 08-2015 08-2022
8.15 9.05 9.58 7.62 0.76 8.6 07-2015 07-2022
8.2 8.46 9.53 7.14 0.85 8.33 06-2015 06-2022
8.55 9.02 9.85 7.73 0.77 8.79 05-2015 05-2022
9.43 8.7 9.99 8.15 0.7 9.07 04-2015 04-2022
7.28 7.93 8.92 6.3 0.95 7.61 03-2015 03-2022
7.84 8.63 9.43 7.05 0.89 8.24 02-2015 02-2022
9.2 8.85 10.29 7.78 0.9 9.03 01-2015 01-2022
9.05 9.13 10.12 8.07 0.73 9.09 12-2014 12-2021
9.2 9.76 10.35 8.62 0.64 9.48 11-2014 11-2021
10.64 10.42 11.65 9.42 0.79 10.53 10-2014 10-2021
9.59 9.84 10.38 9.06 0.47 9.72 09-2014 09-2021
9.83 9.72 10.54 9.01 0.54 9.78 08-2014 08-2021
9.79 9.26 10.06 8.99 0.42 9.53 07-2014 07-2021
9.82 9.43 10.22 9.03 0.44 9.62 06-2014 06-2021
10.73 9.75 11.9 8.6 1.22 10.24 05-2014 05-2021
10.41 10.73 11.17 9.97 0.44 10.57 04-2014 04-2021
12.18 11.4 13.07 10.53 0.94 11.79 03-2014 03-2021
12.64 13.1 13.72 12.02 0.62 12.87 02-2014 02-2021
11.72 11.58 12.68 10.63 0.73 11.65 01-2014 01-2021
10.19 10.39 11.12 9.47 0.59 10.29 12-2013 12-2020
8.41 9.26 10.14 7.55 0.96 8.84 11-2013 11-2020
8.44 7.7 8.86 7.28 0.62 8.07 10-2013 10-2020
9.25 8.47 10.8 6.96 1.39 8.87 09-2013 09-2020
9.85 9.24 11.06 8.05 1.09 9.55 08-2013 08-2020
7.77 7.61 8.41 6.98 0.51 7.69 07-2013 07-2020
7.26 7.05 8.11 6.21 0.68 7.16 06-2013 06-2020
4.46 5.48 6.04 3.91 0.83 4.97 05-2013 05-2020
4.68 5.84 7.43 3.13 1.57 5.27 04-2013 04-2020
3.8 8.51 9.42 2.93 2.84 6.16 03-2013 03-2020
9.01 9.5 10.42 8.09 0.84 9.25 02-2013 02-2020
8.87 9.18 9.64 8.42 0.45 9.03 01-2013 01-2020
8.83 9.09 9.47 8.45 0.37 8.96 12-2012 12-2019
9.89 9.45 10.29 9.06 0.46 9.67 11-2012 11-2019
9.02 9.88 10.42 8.49 0.75 9.45 10-2012 10-2019
9.85 9.63 11.23 8.27 1.05 9.75 09-2012 09-2019
9.77 10.19 10.59 9.37 0.46 9.98 08-2012 08-2019
10.77 11.4 12.3 9.88 0.88 11.09 07-2012 07-2019
12.3 11.81 13.1 11.02 0.76 12.06 06-2012 06-2019
11.72 11.54 13.03 10.24 0.99 11.63 05-2012 05-2019
11.12 10.98 11.59 10.52 0.38 11.05 04-2012 04-2019
10.44 10.59 11.28 9.76 0.54 10.52 03-2012 03-2019
10.11 9.69 10.96 8.86 0.76 9.9 02-2012 02-2019
12.27 11.65 13.53 10.42 1.12 11.97 01-2012 01-2019
12.95 12.34 14.13 11.19 1.06 12.65 12-2011 12-2018
12.12 11.27 13.01 10.4 0.97 11.7 11-2011 11-2018
11.27 11.26 12.75 9.8 1.04 11.27 10-2011 10-2018
12.38 13.47 14.29 11.57 1.04 12.93 09-2011 09-2018
14.03 12.87 14.63 12.27 0.93 13.45 08-2011 08-2018
11.7 12.2 12.7 11.21 0.56 11.95 07-2011 07-2018
12.59 12.27 13.26 11.61 0.59 12.43 06-2011 06-2018
12.39 12.04 13.17 11.27 0.68 12.22 05-2011 05-2018

Rolling return for 10 year

Average return: 11.43
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.35 10.2 11.12 9.45 0.59 10.28 04-2015 04-2025
10 10.3 11.01 9.3 0.61 10.15 03-2015 03-2025
9.87 10.35 10.92 9.3 0.6 10.11 02-2015 02-2025
10.62 10.34 11.36 9.61 0.63 10.48 01-2015 01-2025
11.16 11.09 11.79 10.46 0.47 11.12 12-2014 12-2024
10.98 11.35 11.76 10.56 0.44 11.16 11-2014 11-2024
12.41 12.66 13.53 11.54 0.71 12.54 10-2014 10-2024
12.64 12.91 13.3 12.25 0.38 12.77 09-2014 09-2024
12.92 12.86 13.45 12.33 0.4 12.89 08-2014 08-2024
13 13.04 13.62 12.42 0.42 13.02 07-2014 07-2024
12.25 12.67 13.24 11.68 0.57 12.46 06-2014 06-2024
13.7 12.73 14.27 12.16 0.82 13.21 05-2014 05-2024
13.42 13.55 13.86 13.11 0.27 13.48 04-2014 04-2024
14.14 13.41 14.6 12.96 0.63 13.78 03-2014 03-2024
14.36 14.34 14.79 13.92 0.31 14.35 02-2014 02-2024
13.97 13.56 14.35 13.19 0.43 13.77 01-2014 01-2024
13.09 13.31 13.83 12.57 0.45 13.2 12-2013 12-2023
12.39 12.43 13.07 11.77 0.46 12.42 11-2013 11-2023
12.67 12.38 13.23 11.82 0.51 12.53 10-2013 10-2023
14.07 12.77 14.46 12.39 0.86 13.42 09-2013 09-2023
13.98 12.98 14.3 12.67 0.68 13.48 08-2013 08-2023
12.77 12.43 13.01 12.19 0.31 12.6 07-2013 07-2023
12.4 12.09 12.86 11.63 0.45 12.25 06-2013 06-2023
10.99 11.24 11.66 10.58 0.39 11.12 05-2013 05-2023
11.59 10.99 12.15 10.43 0.64 11.29 04-2013 04-2023
11.01 10.83 11.48 10.36 0.4 10.92 03-2013 03-2023
10.93 10.68 11.33 10.28 0.38 10.8 02-2013 02-2023
10.45 10.49 10.81 10.13 0.24 10.47 01-2013 01-2023
10.72 11.06 11.33 10.45 0.33 10.89 12-2012 12-2022
11.57 11.33 11.93 10.98 0.35 11.45 11-2012 11-2022
11.39 11.51 11.9 11.01 0.32 11.45 10-2012 10-2022
12.41 11.95 13.09 11.27 0.66 12.18 09-2012 09-2022
12.43 12.51 12.79 12.15 0.23 12.47 08-2012 08-2022
11.49 11.89 12.52 10.86 0.6 11.69 07-2012 07-2022
11.33 11.39 12.29 10.44 0.65 11.36 06-2012 06-2022
11.71 11.6 12.65 10.67 0.7 11.66 05-2012 05-2022
11.55 11.52 11.95 11.13 0.29 11.54 04-2012 04-2022
10.33 11.03 11.51 9.86 0.63 10.68 03-2012 03-2022
11.13 11.38 12.27 10.24 0.72 11.25 02-2012 02-2022
13.2 12.66 13.99 11.89 0.77 12.94 01-2012 01-2022
13.08 12.6 13.85 11.84 0.73 12.84 12-2011 12-2021
12.92 12.52 13.75 11.7 0.74 12.72 11-2011 11-2021
12.92 12.59 13.64 11.88 0.63 12.76 10-2011 10-2021
12.34 12.34 12.91 11.77 0.4 12.34 09-2011 09-2021
11.97 11.26 12.47 10.76 0.65 11.62 08-2011 08-2021
10.71 10.56 10.9 10.37 0.19 10.63 07-2011 07-2021
11.28 10.87 11.56 10.59 0.37 11.07 06-2011 06-2021
10.23 10.26 11.04 9.45 0.56 10.25 05-2011 05-2021
9.41 9.58 9.94 9.05 0.32 9.5 04-2011 04-2021
10.45 10.12 11.05 9.52 0.55 10.29 03-2011 03-2021
10.88 10.85 11.62 10.11 0.53 10.87 02-2011 02-2021
9.73 9.15 10.39 8.49 0.7 9.44 01-2011 01-2021
8.43 8.48 9.07 7.84 0.44 8.46 12-2010 12-2020
7.01 7.21 8.2 6.03 0.77 7.11 11-2010 11-2020
6.29 6.17 6.58 5.88 0.25 6.23 10-2010 10-2020
6.41 6.5 7.46 5.47 0.7 6.46 09-2010 09-2020
6.97 7.47 7.79 6.65 0.44 7.22 08-2010 08-2020
7.28 7.31 7.72 6.87 0.3 7.29 07-2010 07-2020
7.49 7.26 8.08 6.67 0.51 7.38 06-2010 06-2020
6.56 6.81 7.68 5.7 0.71 6.69 05-2010 05-2020
5.01 6.6 6.94 4.67 0.98 5.81 04-2010 04-2020
5.06 8.56 9.01 4.62 1.99 6.81 03-2010 03-2020
9.37 9.86 10.37 8.87 0.56 9.62 02-2010 02-2020
9.57 9.33 10.11 8.79 0.47 9.45 01-2010 01-2020
9.39 9.25 9.84 8.81 0.37 9.32 12-2009 12-2019
10.2 9.61 10.47 9.34 0.45 9.9 11-2009 11-2019
9.15 9.11 10.13 8.14 0.7 9.13 10-2009 10-2019
8.73 8.77 9.69 7.82 0.66 8.75 09-2009 09-2019
9.21 8.87 9.78 8.31 0.53 9.04 08-2009 08-2019
10.63 9.95 11.7 8.9 1.02 10.29 07-2009 07-2019
10.59 10.33 11.14 9.78 0.49 10.46 06-2009 06-2019
12.66 10.9 13.58 10 1.41 11.79 05-2009 05-2019
14.92 13.39 15.26 13.06 0.95 14.16 04-2009 04-2019
15.93 14.7 16.55 14.1 0.97 15.32 03-2009 03-2019
14.62 14.4 15.24 13.79 0.52 14.51 02-2009 02-2019
14.89 13.97 15.79 13.08 1.01 14.43 01-2009 01-2019
15.33 14.49 16.16 13.67 0.93 14.91 12-2008 12-2018
15.68 14.16 16.32 13.54 1.12 14.92 11-2008 11-2018
15.55 11.97 16.63 10.93 2.38 13.77 10-2008 10-2018
12.32 12.17 13.65 10.85 0.99 12.25 09-2008 09-2018
12.59 11.82 13.01 11.4 0.63 12.21 08-2008 08-2018
13.36 11.88 14.07 11.19 1.14 12.62 07-2008 07-2018
12.76 10.99 13.22 10.53 1.14 11.88 06-2008 06-2018
10.42 9.92 10.96 9.39 0.58 10.17 05-2008 05-2018
10.78 10.07 11.27 9.58 0.65 10.43 04-2008 04-2018
10.72 9.79 11.11 9.41 0.69 10.26 03-2008 03-2018
9.62 8.89 10.36 8.16 0.82 9.26 02-2008 02-2018
10.23 7.46 10.44 7.26 1.49 8.85 01-2008 01-2018
7.91 7.81 8.55 7.17 0.49 7.86 12-2007 12-2017
8.66 8.29 9.06 7.9 0.43 8.48 11-2007 11-2017
9.15 8.5 9.77 7.88 0.71 8.82 10-2007 10-2017
10.44 9.55 11.01 8.99 0.78 10 09-2007 09-2017
11.51 11.04 12.07 10.48 0.59 11.28 08-2007 08-2017
11.22 10.83 11.6 10.45 0.43 11.03 07-2007 07-2017
12.04 11.36 12.33 11.08 0.5 11.7 06-2007 06-2017
11.98 11.51 12.39 11.11 0.48 11.75 05-2007 05-2017
12.96 11.86 13.41 11.42 0.8 12.41 04-2007 04-2017
12.5 12.23 13.09 11.64 0.52 12.37 03-2007 03-2017
11.72 10.49 11.97 10.24 0.75 11.11 02-2007 02-2017
10.4 10.54 11.3 9.65 0.59 10.47 01-2007 01-2017
10.36 9.92 11.07 9.22 0.67 10.14 12-2006 12-2016
10.25 11 11.73 9.53 0.82 10.63 11-2006 11-2016
12.22 11.96 12.61 11.57 0.38 12.09 10-2006 10-2016
12.95 12.66 13.56 12.06 0.54 12.81 09-2006 09-2016
13.82 13.23 14.37 12.68 0.63 13.53 08-2006 08-2016
14.24 13.77 14.87 13.14 0.63 14 07-2006 07-2016
14.65 13.19 15.11 12.74 0.98 13.92 06-2006 06-2016
11.97 10.45 12.7 9.74 1.18 11.21 05-2006 05-2016
10.39 10.39 11.11 9.68 0.51 10.39 04-2006 04-2016
10.6 10.43 11.36 9.67 0.6 10.52 03-2006 03-2016
10.95 11.22 11.82 10.36 0.52 11.09 02-2006 02-2016
11.98 12.66 13.34 11.31 0.76 12.32 01-2006 01-2016
13.25 13.11 13.84 12.52 0.47 13.18 12-2005 12-2015
14.62 13.58 15.05 13.16 0.76 14.1 11-2005 11-2015
14.91 13.88 15.53 13.27 0.88 14.4 10-2005 10-2015
13.79 13.39 14.33 12.86 0.54 13.59 09-2005 09-2015
14.47 15.31 15.78 14 0.7 14.89 08-2005 08-2015
16.39 15.62 16.79 15.22 0.62 16 07-2005 07-2015
16.48 16.67 17.28 15.87 0.5 16.58 06-2005 06-2015
17.48 17.17 18.11 16.55 0.56 17.33 05-2005 05-2015

Rolling return for 12 year

Average return: 11.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.52 12.18 13.16 11.54 0.59 12.35 04-2013 04-2025
12.14 12.44 12.99 11.59 0.51 12.29 03-2013 03-2025
11.98 12.32 12.88 11.43 0.53 12.15 02-2013 02-2025
11.79 12.14 12.41 11.51 0.34 11.96 01-2013 01-2025
12.16 12.46 12.69 11.93 0.29 12.31 12-2012 12-2024
12.71 12.87 13.38 12.21 0.42 12.79 11-2012 11-2024
13.36 13.98 14.31 13.04 0.5 13.67 10-2012 10-2024
14.64 14.23 15.2 13.67 0.56 14.43 09-2012 09-2024
14.28 14.49 14.73 14.05 0.25 14.39 08-2012 08-2024
14.43 14.42 14.96 13.9 0.37 14.43 07-2012 07-2024
14.08 14.16 14.92 13.32 0.57 14.12 06-2012 06-2024
14.02 13.61 14.5 13.14 0.5 13.82 05-2012 05-2024
13.04 13.05 13.41 12.68 0.26 13.04 04-2012 04-2024
12.79 12.75 13.16 12.38 0.28 12.77 03-2012 03-2024
12.86 12.45 13.21 12.1 0.42 12.65 02-2012 02-2024
13.84 13.05 14.15 12.74 0.57 13.45 01-2012 01-2024
13.67 13.24 14.28 12.63 0.6 13.46 12-2011 12-2023
12.61 12.15 13.17 11.6 0.58 12.38 11-2011 11-2023
12.4 12 12.87 11.53 0.49 12.2 10-2011 10-2023
12.37 12.22 12.69 11.9 0.28 12.29 09-2011 09-2023
12.31 11.55 12.57 11.3 0.52 11.93 08-2011 08-2023
11.5 11.41 11.7 11.21 0.18 11.46 07-2011 07-2023
11.61 11.42 11.99 11.04 0.34 11.52 06-2011 06-2023
10.86 10.76 11.41 10.21 0.43 10.81 05-2011 05-2023
9.81 9.97 10.27 9.51 0.27 9.89 04-2011 04-2023
10.36 9.97 10.74 9.59 0.43 10.16 03-2011 03-2023
10.86 10.54 11.19 10.21 0.36 10.7 02-2011 02-2023
10.47 9.73 10.77 9.43 0.54 10.1 01-2011 01-2023
10.01 10.01 10.51 9.51 0.35 10.01 12-2010 12-2022
10.1 9.55 10.39 9.26 0.44 9.82 11-2010 11-2022
9.45 9.51 9.86 9.1 0.27 9.48 10-2010 10-2022
10.16 9.9 10.72 9.35 0.49 10.03 09-2010 09-2022
10.42 10.45 10.72 10.15 0.2 10.43 08-2010 08-2022
9.87 10.37 10.72 9.52 0.46 10.12 07-2010 07-2022
9.99 10.08 10.78 9.3 0.52 10.04 06-2010 06-2022
10.63 10.66 11.41 9.89 0.54 10.65 05-2010 05-2022
10.79 10.82 11.12 10.49 0.22 10.8 04-2010 04-2022
10.02 10.61 10.99 9.63 0.52 10.31 03-2010 03-2022
10.86 11.39 11.82 10.44 0.52 11.13 02-2010 02-2022
11.1 11.08 11.74 10.44 0.46 11.09 01-2010 01-2022
10.8 10.94 11.44 10.31 0.4 10.87 12-2009 12-2021
11.64 11.59 12.32 10.91 0.5 11.62 11-2009 11-2021
11.58 11.3 12.17 10.72 0.52 11.44 10-2009 10-2021
11.16 10.85 11.63 10.38 0.46 11.01 09-2009 09-2021
11.18 10.84 11.6 10.42 0.43 11.01 08-2009 08-2021
11.85 10.55 12.01 10.39 0.73 11.2 07-2009 07-2021
11.22 10.77 11.45 10.54 0.36 11 06-2009 06-2021
12.56 11.03 13.26 10.35 1.16 11.8 05-2009 05-2021
13.86 12.77 14.32 12.32 0.81 13.32 04-2009 04-2021
15.3 14.3 15.83 13.78 0.81 14.8 03-2009 03-2021
14.58 14.52 15.22 13.89 0.47 14.55 02-2009 02-2021
14.28 13.34 14.85 12.78 0.8 13.81 01-2009 01-2021
13.88 13.06 14.44 12.51 0.74 13.47 12-2008 12-2020
13.11 12.39 14.16 11.36 1.02 12.75 11-2008 11-2020
13.08 9.55 13.34 9.3 1.9 11.32 10-2008 10-2020
9.12 8.82 10.02 7.93 0.75 8.97 09-2008 09-2020
8.77 8.51 9.47 7.82 0.59 8.64 08-2008 08-2020
9.67 8.29 10.05 7.92 0.9 8.98 07-2008 07-2020
8.78 7.48 9.28 6.99 0.93 8.13 06-2008 06-2020
5.77 5.86 6.7 4.94 0.62 5.82 05-2008 05-2020
5.19 5.83 6.79 4.24 0.93 5.51 04-2008 04-2020
5.09 7.3 8.37 4.04 1.72 6.2 03-2008 03-2020
7.21 6.82 8.02 6.02 0.72 7.02 02-2008 02-2020
7.64 5.66 8.09 5.22 1.23 6.65 01-2008 01-2020
6.05 5.8 6.41 5.44 0.35 5.92 12-2007 12-2019
6.74 6.34 6.97 6.12 0.33 6.54 11-2007 11-2019
6.77 6.52 7.57 5.74 0.65 6.65 10-2007 10-2019
7.74 7.34 8.53 6.56 0.71 7.54 09-2007 09-2019
8.55 8.18 9.02 7.72 0.48 8.37 08-2007 08-2019
8.55 8.78 9.42 7.91 0.54 8.66 07-2007 07-2019
9.88 9.54 10.33 9.09 0.45 9.71 06-2007 06-2019
9.74 9.77 10.48 9.03 0.51 9.75 05-2007 05-2019
11.24 10.24 11.51 9.98 0.65 10.74 04-2007 04-2019
10.78 10.55 11.26 10.07 0.43 10.66 03-2007 03-2019
9.75 9.02 10.24 8.54 0.65 9.39 02-2007 02-2019
9.57 9.66 10.28 8.95 0.47 9.62 01-2007 01-2019
10.15 9.86 10.81 9.2 0.58 10 12-2006 12-2018
9.94 9.84 10.44 9.34 0.39 9.89 11-2006 11-2018
10.12 10.44 10.98 9.59 0.5 10.28 10-2006 10-2018
11.52 11.88 12.62 10.79 0.66 11.7 09-2006 09-2018
13.29 12.69 13.64 12.34 0.51 12.99 08-2006 08-2018
13.55 13.22 14.14 12.64 0.54 13.39 07-2006 07-2018
14.26 13.06 14.65 12.67 0.82 13.66 06-2006 06-2018
12.69 11.26 13.14 10.81 0.97 11.97 05-2006 05-2018
11.76 11.57 12.18 11.16 0.37 11.67 04-2006 04-2018
12.12 11.67 12.45 11.34 0.42 11.89 03-2006 03-2018
13.05 13.18 13.68 12.54 0.41 13.11 02-2006 02-2018
14.1 13.71 14.28 13.53 0.3 13.91 01-2006 01-2018
14.05 14 14.61 13.44 0.41 14.03 12-2005 12-2017
15.08 14.2 15.43 13.85 0.64 14.64 11-2005 11-2017
15.11 14.27 15.66 13.74 0.74 14.7 10-2005 10-2017
14.43 14.14 14.93 13.65 0.46 14.29 09-2005 09-2017
14.8 14.89 15.29 14.4 0.32 14.85 08-2005 08-2017
15.93 15.29 16.26 14.96 0.51 15.61 07-2005 07-2017
16.4 16.14 16.65 15.9 0.28 16.27 06-2005 06-2017
16.87 16.44 17.22 16.09 0.43 16.66 05-2005 05-2017
16.61 16.59 17 16.21 0.28 16.6 04-2005 04-2017

Rolling return for 15 year

Average return: 11.41
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.13 11.41 11.65 10.9 0.28 11.27 04-2010 04-2025
11.31 11.68 11.99 11 0.37 11.5 03-2010 03-2025
11.63 12 12.34 11.28 0.4 11.81 02-2010 02-2025
11.67 11.64 12.17 11.14 0.36 11.66 01-2010 01-2025
11.87 11.89 12.3 11.47 0.29 11.88 12-2009 12-2024
12.35 12.29 12.88 11.76 0.4 12.32 11-2009 11-2024
12.57 12.62 13.32 11.88 0.51 12.6 10-2009 10-2024
12.89 12.7 13.33 12.26 0.38 12.79 09-2009 09-2024
12.98 12.71 13.33 12.36 0.36 12.84 08-2009 08-2024
13.6 12.82 14.01 12.41 0.63 13.21 07-2009 07-2024
12.56 12.68 13.23 12.02 0.43 12.62 06-2009 06-2024
14.19 12.76 14.57 12.38 0.92 13.47 05-2009 05-2024
15.21 14.26 15.51 13.96 0.64 14.73 04-2009 04-2024
16.01 15.08 16.31 14.78 0.63 15.55 03-2009 03-2024
15.35 15.08 15.64 14.79 0.32 15.21 02-2009 02-2024
15.29 14.32 15.54 14.07 0.62 14.8 01-2009 01-2024
15.11 14.5 15.61 14 0.61 14.8 12-2008 12-2023
14.88 13.91 15.34 13.46 0.75 14.4 11-2008 11-2023
15.04 12.32 15.42 11.95 1.56 13.68 10-2008 10-2023
12.33 11.61 12.59 11.35 0.51 11.97 09-2008 09-2023
11.7 11.12 11.9 10.91 0.41 11.41 08-2008 08-2023
12.65 11.36 12.81 11.2 0.73 12 07-2008 07-2023
11.91 10.74 12.22 10.44 0.75 11.33 06-2008 06-2023
9.86 9.61 10.3 9.17 0.41 9.73 05-2008 05-2023
9.66 9.24 10.03 8.87 0.44 9.45 04-2008 04-2023
9.63 9.07 9.94 8.76 0.46 9.35 03-2008 03-2023
8.83 8.12 9.09 7.86 0.5 8.47 02-2008 02-2023
8.93 7.2 9.17 6.97 0.99 8.07 01-2008 01-2023
7.83 7.73 8.22 7.34 0.31 7.78 12-2007 12-2022
8.46 8.18 8.69 7.95 0.28 8.32 11-2007 11-2022
8.77 8.25 9.1 7.92 0.46 8.51 10-2007 10-2022
9.83 9.3 10.27 8.86 0.53 9.57 09-2007 09-2022
10.54 10.1 10.78 9.86 0.36 10.32 08-2007 08-2022
9.46 9.62 10.13 8.95 0.42 9.54 07-2007 07-2022
9.72 9.71 10.35 9.09 0.45 9.72 06-2007 06-2022
10.12 10.17 10.74 9.55 0.42 10.14 05-2007 05-2022
11.5 10.75 11.77 10.49 0.52 11.13 04-2007 04-2022
10.64 10.85 11.42 10.07 0.48 10.75 03-2007 03-2022
10.5 10.27 11.26 9.52 0.62 10.39 02-2007 02-2022
10.71 10.72 11.22 10.21 0.36 10.71 01-2007 01-2022
10.78 10.52 11.29 10.02 0.46 10.65 12-2006 12-2021
10.89 10.95 11.44 10.41 0.36 10.92 11-2006 11-2021
11.44 11.48 11.91 11.01 0.32 11.46 10-2006 10-2021
11.67 11.45 12.04 11.08 0.35 11.56 09-2006 09-2021
12.06 11.65 12.4 11.32 0.41 11.86 08-2006 08-2021
12.51 11.91 12.64 11.78 0.37 12.21 07-2006 07-2021
13.03 11.96 13.22 11.77 0.64 12.5 06-2006 06-2021
11.18 10.24 11.73 9.7 0.79 10.71 05-2006 05-2021
10.3 10.17 10.65 9.82 0.3 10.23 04-2006 04-2021
10.85 10.63 11.26 10.23 0.37 10.74 03-2006 03-2021
11.39 11.49 11.89 11 0.32 11.44 02-2006 02-2021
11.45 11.44 11.89 11 0.31 11.45 01-2006 01-2021
11.34 11.3 11.78 10.87 0.32 11.32 12-2005 12-2020
11.22 11.09 12.05 10.27 0.63 11.16 11-2005 11-2020
11.26 10.39 11.46 10.19 0.54 10.82 10-2005 10-2020
10.45 10.57 11.18 9.85 0.47 10.51 09-2005 09-2020
10.92 11.18 11.49 10.61 0.32 11.05 08-2005 08-2020
11.55 11.1 11.85 10.8 0.4 11.33 07-2005 07-2020
11.67 11.69 12.08 11.28 0.28 11.68 06-2005 06-2020
11.32 11.5 12.1 10.73 0.49 11.41 05-2005 05-2020
10.65 11.69 12 10.34 0.69 11.17 04-2005 04-2020