NIFTY SDL PLUS G-SEC JUN 2028 30:70 INDEX

Index type: Fixed Income

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) -0.79
Weighted mean XIRR by duration -19.58
Mean XIRR -12.25
Standard deviation XIRR 15.61
Range XIRR 37.86

Summary

Duration Min Max Median Average XIRR (%)
1 year 5.84 10.04 8.30 8.20
7 year -31.60 -27.83 -29.56 -29.66
10 year -17.88 -12.94 -15.38 -15.30

Rolling return for 1 year

Average return: 8.20
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.38 8.48 9.31 7.56 0.62 8.43 01-2024 01-2025
9.46 8.31 9.69 8.08 0.7 8.88 12-2023 12-2024
9.43 9.04 10.04 8.43 0.59 9.24 11-2023 11-2024
9.51 9.39 9.96 8.94 0.36 9.45 10-2023 10-2024
8.57 9.01 9.51 8.07 0.53 8.79 09-2023 09-2024
8.38 8.53 9.14 7.77 0.49 8.46 08-2023 08-2024
7.6 7.95 8.76 6.79 0.71 7.78 07-2023 07-2024
6.73 7.34 7.57 6.5 0.44 7.04 06-2023 06-2024
6.79 6.8 7.76 5.84 0.68 6.8 05-2023 05-2024
7.62 6.66 7.97 6.31 0.68 7.14 04-2023 04-2024
8.7 7.74 9.32 7.13 0.85 8.22 03-2023 03-2024
8.29 8.15 8.82 7.62 0.43 8.22 02-2023 02-2024

Rolling return for 7 year

Average return: -29.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
-31.34 -31.51 -31.25 -31.6 0.14 -31.42 01-2018 01-2025
-30.64 -31.44 -30.62 -31.46 0.41 -31.04 12-2017 12-2024
-30.4 -30.82 -30.35 -30.88 0.24 -30.61 11-2017 11-2024
-29.83 -30.5 -29.78 -30.54 0.36 -30.16 10-2017 10-2024
-29.64 -30.2 -29.56 -30.28 0.32 -29.92 09-2017 09-2024
-29.04 -29.65 -28.97 -29.72 0.34 -29.34 08-2017 08-2024
-29.36 -29.66 -29.25 -29.77 0.21 -29.51 07-2017 07-2024
-29.15 -29.49 -29.07 -29.57 0.21 -29.32 06-2017 06-2024
-28.77 -29.34 -28.68 -29.43 0.33 -29.06 05-2017 05-2024
-28.8 -29.18 -28.77 -29.21 0.21 -28.99 04-2017 04-2024
-28.13 -28.71 -28.07 -28.77 0.32 -28.42 03-2017 03-2024
-27.88 -28.31 -27.83 -28.36 0.24 -28.1 02-2017 02-2024

Rolling return for 10 year

Average return: -15.30
Min Max Min-Max Max-Min Standard Deviation Mean From To
-17.15 -17.8 -17.08 -17.88 0.36 -17.48 01-2015 01-2025
-16.62 -17.28 -16.6 -17.29 0.34 -16.95 12-2014 12-2024
-16.65 -17.07 -16.6 -17.12 0.24 -16.86 11-2014 11-2024
-16.06 -16.62 -16.02 -16.66 0.3 -16.34 10-2014 10-2024
-15.9 -16.54 -15.83 -16.61 0.36 -16.22 09-2014 09-2024
-15.2 -15.8 -15.14 -15.86 0.33 -15.5 08-2014 08-2024
-15 -15.43 -14.91 -15.52 0.26 -15.22 07-2014 07-2024
-14.47 -15.27 -14.4 -15.33 0.43 -14.87 06-2014 06-2024
-13.68 -14.34 -13.61 -14.41 0.37 -14.01 05-2014 05-2024
-13.52 -13.81 -13.5 -13.84 0.16 -13.67 04-2014 04-2024
-13.24 -13.5 -13.19 -13.55 0.16 -13.37 03-2014 03-2024
-12.98 -13.3 -12.94 -13.34 0.18 -13.14 02-2014 02-2024