NIFTY SMALLCAP 250

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.11
Weighted mean CAGR by duration 13.3
Mean CAGR 17.47
Standard deviation CAGR 8.26
Range for CAGR 21.87

Summary

Duration Min Max Median Average XIRR (%)
1 year -16.41 73.22 39.41 33.33
3 year 9.95 47.76 26.50 27.04
5 year -5.07 40.21 12.63 14.35
7 year 2.66 18.23 12.61 12.53
10 year 0.76 20.88 11.93 12.00
12 year 0.04 19.23 11.86 11.60
15 year 5.45 20.15 10.86 11.46

Rolling return for 1 year

Average return: 33.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
-7.9 -3.96 5.83 -16.41 7.99 -5.61 04-2024 04-2025
1.08 1.97 16.95 -11.86 10.2 2.04 03-2024 03-2025
-3.72 4.41 13.47 -11.41 9.26 0.69 02-2024 02-2025
6.16 20.17 29.78 -1.7 12.19 13.6 01-2024 01-2025
32.65 31.93 40.77 24.32 5.82 32.42 12-2023 12-2024
38.05 36.74 51.41 24.68 9.47 37.72 11-2023 11-2024
46.17 47.54 61.61 33.44 9.98 47.19 10-2023 10-2024
51.26 48.63 57.44 42.81 5.26 50.03 09-2023 09-2024
51.2 53.29 64.46 40.93 8.35 52.47 08-2023 08-2024
55.79 58.68 70.11 45.33 8.82 57.48 07-2023 07-2024
42.3 62.47 73.22 33.46 15.77 52.86 06-2023 06-2024
56.62 61.15 69.57 48.85 7.5 59.05 05-2023 05-2024

Rolling return for 3 year

Average return: 27.04
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.06 15.16 17.37 9.95 2.84 13.64 04-2022 04-2025
16.35 17.87 22.14 12.28 3.53 17.16 03-2022 03-2025
17.64 16.97 24.27 10.74 4.79 17.41 02-2022 02-2025
16.67 19.85 24.75 12.08 4.62 18.34 01-2022 01-2025
24.35 23.09 26.84 20.68 2.22 23.74 12-2021 12-2024
22.73 22.54 26.56 18.82 2.74 22.66 11-2021 11-2024
22.33 22.4 26.5 18.37 2.87 22.4 10-2021 10-2024
26.78 25.6 28.48 23.94 1.66 26.2 09-2021 09-2024
26.68 25.52 30.28 22.05 2.94 26.13 08-2021 08-2024
24.92 25.3 28.63 21.68 2.46 25.13 07-2021 07-2024
21.23 26.65 29.45 18.62 4.28 23.99 06-2021 06-2024
26.86 25.55 30.27 22.27 2.87 26.24 05-2021 05-2024
28.79 29.4 33.02 25.28 2.75 29.12 04-2021 04-2024
25.74 27.85 31.62 22.14 3.43 26.84 03-2021 03-2024
32.66 30.48 36.39 26.91 3.44 31.61 02-2021 02-2024
31.82 32.84 35.24 29.47 2.07 32.34 01-2021 01-2024
34.17 32.09 37.1 29.26 2.87 33.16 12-2020 12-2023
34.69 33.2 39.34 28.76 3.78 34 11-2020 11-2023
32.86 34.89 36.96 30.86 2.27 33.89 10-2020 10-2023
35.97 34.15 38.6 31.6 2.56 35.08 09-2020 09-2023
37.06 32.7 40.31 29.62 4.08 34.92 08-2020 08-2023
37.73 37.62 40.96 34.47 2.29 37.7 07-2020 07-2023
40.29 35.85 43.32 32.98 3.98 38.11 06-2020 06-2023
41.3 40.78 43.71 38.41 1.88 41.05 05-2020 05-2023
41.28 36.76 44.32 33.88 4.02 39.06 04-2020 04-2023
43.61 23.18 47.76 19.72 12.27 33.57 03-2020 03-2023
22.5 21.24 25 18.81 2.23 21.89 02-2020 02-2023
22.53 21.79 25.39 19.01 2.27 22.18 01-2020 01-2023
24.35 26.72 28.85 22.3 2.46 25.55 12-2019 12-2022
25.47 25.76 27.09 24.15 1.04 25.62 11-2019 11-2022
26.74 25.18 28.25 23.71 1.7 25.97 10-2019 10-2022
26.64 26.38 30.58 22.57 2.83 26.54 09-2019 09-2022
27.56 26.5 29.91 24.22 2.05 27.05 08-2019 08-2022
21.12 19.14 25.06 15.4 3.49 20.18 07-2019 07-2022
15.04 17.6 21.16 11.67 3.48 16.37 06-2019 06-2022
17.41 19.9 23.9 13.62 3.74 18.71 05-2019 05-2022

Rolling return for 5 year

Average return: 14.35
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.6 33 37.36 29.36 2.84 33.33 04-2020 04-2025
36.18 25.71 40.21 22.09 7.4 31.05 03-2020 03-2025
23.3 25.1 27.41 21.05 2.34 24.21 02-2020 02-2025
24.93 27.8 30.05 22.76 2.77 26.39 01-2020 01-2025
30.46 30.71 32.02 29.16 1.02 30.59 12-2019 12-2024
28.53 30.1 30.93 27.72 1.26 29.32 11-2019 11-2024
30.32 31.05 32.96 28.44 1.62 30.69 10-2019 10-2024
32.51 30.98 33.57 29.93 1.4 31.75 09-2019 09-2024
31.75 31.86 33.98 29.66 1.53 31.81 08-2019 08-2024
29.7 28.22 32 25.99 2.19 28.98 07-2019 07-2024
23.17 25.84 28.11 20.99 2.69 24.53 06-2019 06-2024
24.29 23.82 26.28 21.87 1.57 24.07 05-2019 05-2024
22.2 23.52 24.59 21.15 1.3 22.87 04-2019 04-2024
21.93 22.85 25.32 19.53 2.07 22.41 03-2019 03-2024
24.91 25.03 27 22.97 1.43 24.98 02-2019 02-2024
23.09 23.16 25 21.29 1.31 23.13 01-2019 01-2024
21.68 21.53 23.27 19.96 1.17 21.61 12-2018 12-2023
18.62 20.41 21.06 17.98 1.26 19.52 11-2018 11-2023
18.95 19.43 21.13 17.27 1.38 19.19 10-2018 10-2023
18.27 15.37 19.64 14.05 2.23 16.83 09-2018 09-2023
13.38 14.17 14.99 12.57 0.9 13.78 08-2018 08-2023
13.57 13.85 15.16 12.28 1.02 13.71 07-2018 07-2023
11.89 11.3 13.34 9.88 1.24 11.6 06-2018 06-2023
9 8.41 10.12 7.31 1.02 8.71 05-2018 05-2023
6.65 7 8.02 5.64 0.85 6.83 04-2018 04-2023
6.42 6.52 8.26 4.72 1.25 6.48 03-2018 03-2023
6.3 6.02 7.6 4.74 1.02 6.17 02-2018 02-2023
4.99 4.87 6.46 3.43 1.07 4.94 01-2018 01-2023
5.77 6.46 8.05 4.22 1.38 6.12 12-2017 12-2022
7.32 6.98 8.15 6.16 0.71 7.15 11-2017 11-2022
8.26 7.08 9.03 6.32 1.05 7.67 10-2017 10-2022
8.41 8.81 10.42 6.83 1.28 8.62 09-2017 09-2022
8.8 8.34 10 7.16 1.02 8.57 08-2017 08-2022
5.75 7.03 7.79 5 1.09 6.39 07-2017 07-2022
5.22 7.69 8.54 4.4 1.7 6.46 06-2017 06-2022
7.3 8.97 10.82 5.51 1.97 8.15 05-2017 05-2022
10.78 10.74 12.05 9.48 0.91 10.76 04-2017 04-2022
10.13 11.13 12.51 8.78 1.37 10.64 03-2017 03-2022
10.73 13.81 14.82 9.76 2.09 12.28 02-2017 02-2022
14.85 15.9 17.65 13.15 1.63 15.39 01-2017 01-2022
15.57 16.14 17.67 14.07 1.29 15.86 12-2016 12-2021
15.35 13.68 17.61 11.49 2.24 14.53 11-2016 11-2021
12.78 14.24 15.03 12 1.19 13.51 10-2016 10-2021
12.83 13.31 14.38 11.78 0.93 13.08 09-2016 09-2021
12.11 13.59 14.65 11.08 1.37 12.86 08-2016 08-2021
12.89 13.91 14.69 12.14 0.97 13.41 07-2016 07-2021
13.23 13.07 14.72 11.6 1.1 13.15 06-2016 06-2021
11.79 13.48 14.29 11 1.31 12.64 05-2016 05-2021
11.02 11.44 12.87 9.61 1.16 11.23 04-2016 04-2021
12.48 12.69 14.45 10.74 1.31 12.59 03-2016 03-2021
11.27 10.93 14.27 8.02 2.21 11.12 02-2016 02-2021
9.34 6.83 10.52 5.68 1.93 8.09 01-2016 01-2021
5.01 5.89 7.39 3.55 1.39 5.46 12-2015 12-2020
2.95 4.62 5.77 1.83 1.51 3.79 11-2015 11-2020
2.86 2.72 3.8 1.79 0.71 2.79 10-2015 10-2020
3.43 4.12 5.48 2.1 1.22 3.78 09-2015 09-2020
1.42 1.74 4.87 -1.61 2.29 1.6 08-2015 08-2020
-1.01 -0.99 0.42 -2.4 1 -1 07-2015 07-2020
-2.12 -0.4 1.08 -3.54 1.74 -1.25 06-2015 06-2020
-4.05 -3.89 -2.86 -5.07 0.78 -3.97 05-2015 05-2020

Rolling return for 7 year

Average return: 12.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.05 12.51 13.27 10.3 1.17 11.78 04-2018 04-2025
11.62 12.66 13.97 10.34 1.34 12.15 03-2018 03-2025
11.21 12.65 13.85 10.04 1.44 11.94 02-2018 02-2025
11.26 13.28 14.5 10.08 1.72 12.28 01-2018 01-2025
14.63 14.4 15.61 13.43 0.78 14.52 12-2017 12-2024
14.17 14.79 15.68 13.29 0.87 14.48 11-2017 11-2024
15.52 15.69 17.19 14.04 1.12 15.61 10-2017 10-2024
17.06 16.5 17.73 15.84 0.7 16.78 09-2017 09-2024
16.52 16.65 17.92 15.26 0.94 16.59 08-2017 08-2024
15.44 16.3 16.89 14.85 0.78 15.87 07-2017 07-2024
13.33 15.91 16.56 12.69 1.64 14.62 06-2017 06-2024
14.66 14.59 15.97 13.3 0.94 14.63 05-2017 05-2024
14.3 14.93 15.9 13.34 0.93 14.62 04-2017 04-2024
14.15 15.38 16.4 13.14 1.23 14.77 03-2017 03-2024
15.94 16.58 17.32 15.21 0.78 16.26 02-2017 02-2024
16.93 16.97 18.23 15.69 0.9 16.95 01-2017 01-2024
16.93 16.92 18.02 15.85 0.77 16.93 12-2016 12-2023
15.46 14.33 17.15 12.68 1.63 14.9 11-2016 11-2023
12.53 13.45 14.01 11.98 0.79 12.99 10-2016 10-2023
13.75 13.92 14.69 12.99 0.6 13.84 09-2016 09-2023
13.2 13.58 14.34 12.45 0.68 13.39 08-2016 08-2023
12.6 13.17 13.72 12.05 0.62 12.88 07-2016 07-2023
12.85 12.71 13.89 11.68 0.78 12.78 06-2016 06-2023
12.46 12.72 13.29 11.9 0.5 12.59 05-2016 05-2023
11.91 11.91 12.93 10.89 0.72 11.91 04-2016 04-2023
12.55 12.67 13.93 11.31 0.93 12.62 03-2016 03-2023
13.81 12.39 14.8 11.43 1.29 13.11 02-2016 02-2023
12.61 11 13.73 9.91 1.47 11.81 01-2016 01-2023
11.05 11.62 12.75 9.94 1.01 11.34 12-2015 12-2022
11.9 11.64 12.52 11.02 0.54 11.77 11-2015 11-2022
11.47 11.2 12.03 10.63 0.5 11.33 10-2015 10-2022
12.2 12.64 13.68 11.17 0.9 12.42 09-2015 09-2022
11.81 10.27 12.69 9.42 1.28 11.05 08-2015 08-2022
9.38 9.77 10.88 8.28 0.93 9.58 07-2015 07-2022
9.57 10.86 12.03 8.43 1.35 10.22 06-2015 06-2022
10.1 11.81 12.66 9.26 1.35 10.96 05-2015 05-2022
12.54 11.61 13.46 10.7 1.03 12.08 04-2015 04-2022
10.85 11.24 12.55 9.56 1.07 11.05 03-2015 03-2022
10.46 12.57 13.36 9.69 1.5 11.52 02-2015 02-2022
12.39 13.44 14.34 11.51 1.07 12.92 01-2015 01-2022
12.98 13.06 14.44 11.62 1 13.02 12-2014 12-2021
11.91 12.85 13.47 11.29 0.84 12.38 11-2014 11-2021
13.39 13.97 15 12.38 0.95 13.69 10-2014 10-2021
12.58 12.42 13.68 11.34 0.83 12.51 09-2014 09-2021
12.39 13.33 14.2 11.53 1 12.86 08-2014 08-2021
12.76 12.63 14.04 11.37 0.95 12.7 07-2014 07-2021
12.34 11.79 13.4 10.75 0.96 12.07 06-2014 06-2021
14.32 12.63 16.14 10.87 1.96 13.49 05-2014 05-2021
14.1 14.33 15.46 12.98 0.88 14.22 04-2014 04-2021
15.48 15.35 16.92 13.93 1.06 15.42 03-2014 03-2021
14.78 16.18 16.98 14 1.16 15.48 02-2014 02-2021
14.91 14.54 15.79 13.66 0.76 14.72 01-2014 01-2021
13.23 13.9 15.06 12.1 1.07 13.57 12-2013 12-2020
12.3 13.7 14.49 11.52 1.16 13 11-2013 11-2020
13.66 12.96 14.41 12.23 0.81 13.32 10-2013 10-2020
13.88 14.43 15.48 12.84 0.95 14.16 09-2013 09-2020
12.69 14.46 15.41 11.75 1.44 13.58 08-2013 08-2020
11.02 10.56 12.16 9.43 0.98 10.79 07-2013 07-2020
8.32 9.2 10.84 6.72 1.49 8.77 06-2013 06-2020
5.74 5.91 6.67 4.98 0.6 5.83 05-2013 05-2020
5.02 6.85 7.47 4.42 1.26 5.94 04-2013 04-2020
3.95 10.99 12.38 2.66 4.24 7.5 03-2013 03-2020
11.02 10.71 12.49 9.27 1.14 10.87 02-2013 02-2020
9.54 9.76 10.92 8.4 0.89 9.65 01-2013 01-2020
8.42 8.83 9.2 8.05 0.43 8.62 12-2012 12-2019
9.62 9.34 10.12 8.85 0.46 9.48 11-2012 11-2019
8.91 9.4 10.05 8.27 0.65 9.16 10-2012 10-2019
9.93 9.99 11.48 8.46 1.07 9.96 09-2012 09-2019
9.45 10.09 10.7 8.85 0.69 9.77 08-2012 08-2019
10.55 11.64 12.86 9.35 1.3 11.1 07-2012 07-2019
12.64 13.01 14.09 11.58 0.9 12.83 06-2012 06-2019
12.46 12.69 14.05 11.12 1.04 12.58 05-2012 05-2019
12.31 12.37 13.01 11.68 0.47 12.34 04-2012 04-2019
11.33 12.18 12.93 10.59 0.88 11.76 03-2012 03-2019
10.95 10.48 12.2 9.25 1.06 10.72 02-2012 02-2019
14.32 13.18 15.53 11.99 1.31 13.76 01-2012 01-2019
14.47 13.38 15.64 12.24 1.26 13.93 12-2011 12-2018
13.35 11.41 13.79 10.98 1.21 12.38 11-2011 11-2018
11.14 11.21 12.27 10.09 0.77 11.18 10-2011 10-2018
11.54 13.6 14.47 10.69 1.52 12.57 09-2011 09-2018
14.38 12.59 14.96 12.02 1.22 13.49 08-2011 08-2018
11.22 11.68 12.14 10.77 0.51 11.45 07-2011 07-2018
12.23 12.61 13.69 11.16 0.9 12.42 06-2011 06-2018
13.13 13.51 14.4 12.25 0.77 13.32 05-2011 05-2018

Rolling return for 10 year

Average return: 12
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.4 12.66 13.97 11.11 1.02 12.54 04-2015 04-2025
12.47 13.19 14.12 11.55 0.94 12.83 03-2015 03-2025
12.57 13.87 14.43 12.02 0.97 13.22 02-2015 02-2025
13.66 15.32 15.96 13.03 1.19 14.49 01-2015 01-2025
16.28 15.98 16.97 15.29 0.6 16.13 12-2014 12-2024
15.05 15.67 16.12 14.61 0.58 15.36 11-2014 11-2024
16 16.44 17.17 15.28 0.69 16.22 10-2014 10-2024
16.66 16.22 17.13 15.76 0.51 16.44 09-2014 09-2024
16.5 16.86 17.49 15.88 0.58 16.68 08-2014 08-2024
16.28 16.29 17.31 15.27 0.72 16.29 07-2014 07-2024
14.94 16.05 17.22 13.79 1.27 15.5 06-2014 06-2024
17.94 16.36 18.89 15.44 1.34 17.16 05-2014 05-2024
18.32 18.65 19.47 17.51 0.7 18.49 04-2014 04-2024
18.46 18.97 20.1 17.35 0.99 18.72 03-2014 03-2024
19.88 20.3 20.88 19.3 0.58 20.09 02-2014 02-2024
19.74 19.74 20.66 18.83 0.65 19.74 01-2014 01-2024
19.15 19.08 19.92 18.31 0.57 19.11 12-2013 12-2023
18.6 19.23 19.81 18.02 0.67 18.91 11-2013 11-2023
19.11 19.14 20.2 18.06 0.76 19.13 10-2013 10-2023
20.1 20.02 20.79 19.33 0.52 20.06 09-2013 09-2023
19.5 19.65 20.35 18.81 0.55 19.58 08-2013 08-2023
18.44 18.06 19.26 17.25 0.72 18.25 07-2013 07-2023
17.06 16.59 17.82 15.84 0.72 16.83 06-2013 06-2023
15.34 15.35 15.93 14.76 0.41 15.34 05-2013 05-2023
14.79 15.06 15.53 14.33 0.43 14.93 04-2013 04-2023
14.53 14.51 15.52 13.54 0.7 14.52 03-2013 03-2023
14.35 13.77 15.04 13.08 0.72 14.06 02-2013 02-2023
13.29 13.24 14.07 12.46 0.57 13.27 01-2013 01-2023
12.98 13.91 14.18 12.71 0.61 13.45 12-2012 12-2022
14.15 14.03 14.59 13.59 0.36 14.09 11-2012 11-2022
13.98 13.91 14.38 13.51 0.31 13.95 10-2012 10-2022
14.7 14.67 15.76 13.62 0.76 14.69 09-2012 09-2022
14.6 14.78 15.22 14.15 0.38 14.69 08-2012 08-2022
13.62 13.84 14.71 12.75 0.7 13.73 07-2012 07-2022
13.36 14.37 15.13 12.61 0.96 13.87 06-2012 06-2022
13.92 14.81 15.78 12.97 1.04 14.37 05-2012 05-2022
14.93 15.13 15.59 14.48 0.4 15.03 04-2012 04-2022
13.88 14.56 15.1 13.35 0.66 14.22 03-2012 03-2022
14.04 14.88 16.13 12.82 1.21 14.47 02-2012 02-2022
17.03 16.76 18.45 15.36 1.1 16.9 01-2012 01-2022
16.84 16.28 17.89 15.24 0.96 16.56 12-2011 12-2021
15.48 14.89 16.6 13.79 1.02 15.19 11-2011 11-2021
14.82 15.19 15.96 14.06 0.68 15.01 10-2011 10-2021
13.94 14.11 14.72 13.34 0.49 14.03 09-2011 09-2021
13.56 13.18 14.84 11.92 1.04 13.38 08-2011 08-2021
12.26 12.82 13.15 11.94 0.47 12.54 07-2011 07-2021
12.13 12.11 12.86 11.37 0.53 12.12 06-2011 06-2021
10.84 11.46 12.07 10.24 0.68 11.15 05-2011 05-2021
9.63 9.97 10.54 9.06 0.54 9.8 04-2011 04-2021
10.34 10.65 11.31 9.69 0.58 10.5 03-2011 03-2021
9.74 10.15 11.21 8.7 0.9 9.95 02-2011 02-2021
8.68 7.73 9.27 7.15 0.82 8.21 01-2011 01-2021
7.21 7.06 8.42 5.87 0.9 7.14 12-2010 12-2020
5.36 5.13 6.79 3.72 1.09 5.25 11-2010 11-2020
4.4 4.46 4.87 3.99 0.31 4.43 10-2010 10-2020
4.67 5.13 5.7 4.1 0.59 4.9 09-2010 09-2020
4.15 5.29 5.91 3.54 0.93 4.72 08-2010 08-2020
3.85 4.2 4.59 3.45 0.42 4.02 07-2010 07-2020
3.33 4.24 5 2.58 0.91 3.79 06-2010 06-2020
2.91 2.45 3.54 1.82 0.63 2.68 05-2010 05-2020
1.48 2.7 3.13 1.06 0.85 2.09 04-2010 04-2020
1.11 6.42 6.78 0.76 2.84 3.77 03-2010 03-2020
6.83 7.21 7.81 6.23 0.57 7.02 02-2010 02-2020
6.67 6.62 7.61 5.69 0.68 6.65 01-2010 01-2020
6.66 6.47 7.19 5.94 0.45 6.57 12-2009 12-2019
8.19 7.3 8.53 6.96 0.64 7.74 11-2009 11-2019
7.13 6.89 7.91 6.12 0.64 7.01 10-2009 10-2019
6.99 7.24 8.05 6.19 0.66 7.12 09-2009 09-2019
7.82 7.28 8.68 6.42 0.82 7.55 08-2009 08-2019
10.27 9.7 11.89 8.11 1.35 9.99 07-2009 07-2019
10.51 9.82 11.51 8.84 0.98 10.17 06-2009 06-2019
13.8 10.82 14.93 9.73 2.12 12.32 05-2009 05-2019
16.57 14.88 17.07 14.38 1.12 15.73 04-2009 04-2019
17.65 17.17 18.83 16 1.01 17.41 03-2009 03-2019
16.29 16.18 17.21 15.28 0.68 16.24 02-2009 02-2019
16.4 15.19 17.27 14.34 1.12 15.8 01-2009 01-2019
16.4 15.55 17.23 14.73 0.93 15.98 12-2008 12-2018
16.47 14.52 16.79 14.22 1.14 15.5 11-2008 11-2018
15.37 10.7 16.19 9.92 2.76 13.05 10-2008 10-2018
10.78 10.26 12.82 8.27 1.62 10.53 09-2008 09-2018
10.16 10.01 10.56 9.62 0.34 10.09 08-2008 08-2018
10.44 10.18 11.07 9.56 0.54 10.31 07-2008 07-2018
9.96 9.25 10.96 8.27 0.98 9.61 06-2008 06-2018
8.89 8.95 9.74 8.1 0.58 8.92 05-2008 05-2018
10.09 9.2 10.62 8.68 0.75 9.65 04-2008 04-2018
10.75 8.98 11.65 8.1 1.4 9.87 03-2008 03-2018
9.03 8.37 9.84 7.57 0.84 8.7 02-2008 02-2018
9.44 6.48 10.27 5.69 1.93 7.97 01-2008 01-2018
7.1 6.3 7.89 5.51 0.89 6.7 12-2007 12-2017
8.15 7.59 8.74 7.01 0.64 7.87 11-2007 11-2017
8.67 8.26 9.66 7.29 0.85 8.47 10-2007 10-2017
9.32 8.93 10.12 8.13 0.72 9.12 09-2007 09-2017
10.07 10.01 10.91 9.18 0.61 10.04 08-2007 08-2017
9.87 9.82 10.27 9.42 0.3 9.84 07-2007 07-2017
10.38 10.07 10.81 9.64 0.43 10.23 06-2007 06-2017
10.52 10.64 11.45 9.71 0.62 10.58 05-2007 05-2017
11.66 11.03 12.32 10.38 0.72 11.35 04-2007 04-2017
11.03 10.8 11.72 10.12 0.57 10.92 03-2007 03-2017
9.71 9.06 10.2 8.58 0.62 9.39 02-2007 02-2017
8.61 8.65 9.42 7.84 0.56 8.63 01-2007 01-2017
9.12 8.85 9.83 8.15 0.6 8.99 12-2006 12-2016
8.8 10.24 10.67 8.38 0.96 9.52 11-2006 11-2016
10.7 10.49 11.09 10.11 0.35 10.6 10-2006 10-2016
10.82 10.74 11.34 10.22 0.4 10.78 09-2006 09-2016
11.77 10.87 12.29 10.35 0.76 11.32 08-2006 08-2016
12.56 11.76 12.94 11.38 0.62 12.16 07-2006 07-2016
12.57 9.99 13.39 9.19 1.74 11.29 06-2006 06-2016
9.17 7.44 9.56 7.06 1.07 8.31 05-2006 05-2016
8.39 8.03 9.08 7.34 0.63 8.21 04-2006 04-2016
8.6 8.58 9.44 7.73 0.6 8.59 03-2006 03-2016
8.47 9.79 10.1 8.17 0.83 9.13 02-2006 02-2016
9.58 10.86 11.46 8.99 0.98 10.22 01-2006 01-2016
11.28 11.54 12.06 10.76 0.47 11.41 12-2005 12-2015
12.34 11.81 12.95 11.2 0.65 12.07 11-2005 11-2015
12.79 11.5 13.39 10.91 0.99 12.15 10-2005 10-2015
11 10.54 11.72 9.83 0.69 10.77 09-2005 09-2015
12.36 12.33 14.08 10.64 1.22 12.35 08-2005 08-2015
14.12 13.59 14.93 12.79 0.78 13.86 07-2005 07-2015
13.77 14.01 14.61 13.17 0.52 13.89 06-2005 06-2015
15.36 14.46 15.97 13.85 0.81 14.91 05-2005 05-2015

Rolling return for 12 year

Average return: 11.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.1 17.06 17.45 15.71 0.7 16.58 04-2013 04-2025
16.33 16.9 17.75 15.49 0.82 16.62 03-2013 03-2025
15.98 16.49 17.58 14.91 0.96 16.24 02-2013 02-2025
15.71 16.94 17.66 15 1.04 16.33 01-2013 01-2025
17.11 17.46 17.69 16.88 0.31 17.29 12-2012 12-2024
17.13 17.55 18.04 16.65 0.51 17.34 11-2012 11-2024
17.37 17.95 18.35 16.97 0.53 17.66 10-2012 10-2024
18.83 18.29 19.23 17.9 0.51 18.56 09-2012 09-2024
18.24 18.69 19.07 17.86 0.46 18.46 08-2012 08-2024
18.16 18.27 19.03 17.41 0.57 18.22 07-2012 07-2024
16.92 18.19 18.85 16.27 1.02 17.56 06-2012 06-2024
17.25 17.2 18.03 16.43 0.57 17.23 05-2012 05-2024
16.33 16.89 17.28 15.95 0.51 16.61 04-2012 04-2024
15.63 16.51 16.96 15.18 0.7 16.07 03-2012 03-2024
16.57 16.32 17.38 15.52 0.66 16.45 02-2012 02-2024
17.9 17.24 18.65 16.49 0.8 17.57 01-2012 01-2024
17.42 16.71 18.06 16.08 0.74 17.07 12-2011 12-2023
15.52 15.08 16.5 14.1 0.86 15.3 11-2011 11-2023
14.33 14.56 15.2 13.7 0.54 14.45 10-2011 10-2023
14.29 14.33 14.84 13.79 0.37 14.31 09-2011 09-2023
13.96 13.25 14.63 12.58 0.77 13.61 08-2011 08-2023
12.2 12.58 12.85 11.93 0.35 12.39 07-2011 07-2023
12.09 12.06 12.69 11.46 0.43 12.07 06-2011 06-2023
11.39 11.35 11.86 10.88 0.35 11.37 05-2011 05-2023
10.37 10.48 10.96 9.89 0.38 10.43 04-2011 04-2023
10.74 10.98 11.53 10.19 0.48 10.86 03-2011 03-2023
11.45 11.13 12.02 10.57 0.52 11.29 02-2011 02-2023
10.68 10.02 11.32 9.38 0.72 10.35 01-2011 01-2023
10.38 10.2 11.36 9.23 0.76 10.29 12-2010 12-2022
10.18 9.1 10.54 8.75 0.74 9.64 11-2010 11-2022
9.14 9.1 9.46 8.78 0.24 9.12 10-2010 10-2022
9.53 9.88 10.38 9.04 0.49 9.71 09-2010 09-2022
9.76 9.72 10.26 9.22 0.37 9.74 08-2010 08-2022
9.2 9.72 10.07 8.85 0.47 9.46 07-2010 07-2022
9.36 10.12 10.79 8.71 0.78 9.74 06-2010 06-2022
10.21 10.71 11.7 9.24 0.89 10.46 05-2010 05-2022
11.01 11.16 11.54 10.63 0.33 11.09 04-2010 04-2022
10.52 11.19 11.51 10.2 0.52 10.86 03-2010 03-2022
10.7 11.87 12.39 10.19 0.88 11.29 02-2010 02-2022
11.41 11.67 12.53 10.56 0.7 11.54 01-2010 01-2022
11.63 11.84 12.47 11 0.53 11.73 12-2009 12-2021
12.64 12.48 13.55 11.57 0.7 12.56 11-2009 11-2021
12.45 12.49 13.38 11.57 0.64 12.47 10-2009 10-2021
12.11 12.04 12.75 11.41 0.47 12.08 09-2009 09-2021
12.58 12.41 13.63 11.36 0.8 12.5 08-2009 08-2021
14.36 13.24 15.12 12.5 1.01 13.8 07-2009 07-2021
12.98 12.16 13.59 11.55 0.78 12.57 06-2009 06-2021
14.9 12.49 15.96 11.46 1.8 13.7 05-2009 05-2021
15.95 14.93 16.76 14.14 0.99 15.45 04-2009 04-2021
17.45 16.92 18.3 16.08 0.81 17.19 03-2009 03-2021
15.93 16.36 17.22 15.08 0.77 16.15 02-2009 02-2021
15.5 14.3 16.02 13.79 0.9 14.9 01-2009 01-2021
14.44 14.13 15.51 13.07 0.87 14.29 12-2008 12-2020
13.18 12.61 14.46 11.34 1.12 12.9 11-2008 11-2020
12.79 8.75 13.22 8.34 2.24 10.78 10-2008 10-2020
8.16 6.98 9.05 6.11 1.12 7.58 09-2008 09-2020
5.57 6.61 7.05 5.13 0.77 6.09 08-2008 08-2020
5.73 5.66 6.37 5.03 0.47 5.7 07-2008 07-2020
4.22 4.26 5.62 2.88 0.97 4.25 06-2008 06-2020
2.06 1.98 2.59 1.45 0.4 2.02 05-2008 05-2020
2.08 2.35 3.46 0.99 0.88 2.22 04-2008 04-2020
2.08 4.69 6.83 0.04 2.57 3.41 03-2008 03-2020
4.79 4.41 5.59 3.62 0.71 4.6 02-2008 02-2020
4.57 2.31 5.34 1.57 1.55 3.45 01-2008 01-2020
2.64 1.79 3.06 1.37 0.67 2.21 12-2007 12-2019
3.87 3.23 4.15 2.96 0.48 3.55 11-2007 11-2019
4.41 3.93 5.04 3.3 0.64 4.17 10-2007 10-2019
5 4.91 5.87 4.05 0.64 4.96 09-2007 09-2019
5.57 5.56 6.28 4.86 0.5 5.57 08-2007 08-2019
5.53 6.45 6.82 5.17 0.67 5.99 07-2007 07-2019
7.09 7.28 7.89 6.49 0.5 7.19 06-2007 06-2019
7.53 7.75 8.41 6.87 0.55 7.64 05-2007 05-2019
9.02 8.36 9.41 7.97 0.56 8.69 04-2007 04-2019
8.52 8.67 9.43 7.77 0.59 8.6 03-2007 03-2019
7.34 7.11 8.04 6.42 0.58 7.23 02-2007 02-2019
7.63 7.66 8.29 7 0.46 7.64 01-2007 01-2019
8.57 8.4 9.21 7.76 0.52 8.48 12-2006 12-2018
8.65 8.54 8.9 8.3 0.22 8.6 11-2006 11-2018
8.47 8.63 9.11 7.99 0.4 8.55 10-2006 10-2018
9.51 10.68 11.18 9.02 0.87 10.1 09-2006 09-2018
11.93 11.08 12.27 10.75 0.62 11.51 08-2006 08-2018
12.16 11.72 12.7 11.18 0.56 11.94 07-2006 07-2018
13.02 11.02 13.87 10.18 1.48 12.02 06-2006 06-2018
11.15 10.08 11.88 9.36 0.97 10.62 05-2006 05-2018
11.17 10.71 11.61 10.28 0.5 10.94 04-2006 04-2018
11.82 11.83 12.58 11.08 0.53 11.83 03-2006 03-2018
12.5 12.93 13.2 12.24 0.37 12.72 02-2006 02-2018
13.34 13.54 14.05 12.84 0.43 13.44 01-2006 01-2018
13.52 13.77 14.22 13.08 0.41 13.65 12-2005 12-2017
14.24 13.78 14.75 13.27 0.55 14.01 11-2005 11-2017
13.95 13.21 14.81 12.36 0.9 13.58 10-2005 10-2017
12.8 12.49 13.5 11.81 0.61 12.65 09-2005 09-2017
13.55 12.82 14.27 12.1 0.81 13.18 08-2005 08-2017
14.92 14.14 15.26 13.8 0.59 14.53 07-2005 07-2017
14.98 14.86 15.36 14.48 0.31 14.92 06-2005 06-2017
15.7 15.24 16.51 14.44 0.75 15.47 05-2005 05-2017
15.82 15.93 16.39 15.36 0.37 15.88 04-2005 04-2017

Rolling return for 15 year

Average return: 11.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.22 11.95 12.25 10.91 0.54 11.58 04-2010 04-2025
11.66 12.49 12.75 11.4 0.56 12.07 03-2010 03-2025
12.06 12.87 13.29 11.64 0.65 12.46 02-2010 02-2025
12.44 13.26 13.95 11.75 0.83 12.85 01-2010 01-2025
14.06 14 14.52 13.55 0.34 14.03 12-2009 12-2024
14.59 14.42 15.29 13.72 0.56 14.5 11-2009 11-2024
14.36 14.4 15.13 13.64 0.53 14.38 10-2009 10-2024
14.9 14.63 15.21 14.32 0.33 14.77 09-2009 09-2024
15.27 14.91 15.92 14.27 0.6 15.09 08-2009 08-2024
16.4 15.55 17.08 14.88 0.83 15.98 07-2009 07-2024
14.58 14.92 16.09 13.42 0.95 14.75 06-2009 06-2024
17.2 14.99 17.82 14.38 1.45 16.1 05-2009 05-2024
18.41 17.69 19.18 16.93 0.84 18.05 04-2009 04-2024
19.06 19.03 20.15 17.95 0.78 19.05 03-2009 03-2024
19.1 19.06 19.76 18.4 0.48 19.08 02-2009 02-2024
18.59 17.79 19.2 17.19 0.76 18.19 01-2009 01-2024
18.14 17.51 18.65 17 0.62 17.83 12-2008 12-2023
17.18 16.45 17.98 15.67 0.86 16.82 11-2008 11-2023
16.55 13.54 17.26 12.85 1.89 15.05 10-2008 10-2023
13.22 11.94 13.66 11.51 0.88 12.58 09-2008 09-2023
11.23 11.38 11.75 10.86 0.32 11.3 08-2008 08-2023
11.47 11.39 11.99 10.88 0.39 11.43 07-2008 07-2023
10.6 9.93 11.07 9.46 0.62 10.27 06-2008 06-2023
8.92 8.77 9.29 8.4 0.32 8.84 05-2008 05-2023
8.93 8.46 9.4 8 0.52 8.7 04-2008 04-2023
9.29 8.15 9.92 7.54 0.93 8.72 03-2008 03-2023
8.11 7.58 8.55 7.15 0.53 7.85 02-2008 02-2023
7.94 5.94 8.44 5.45 1.27 6.94 01-2008 01-2023
6.65 6.35 7.41 5.6 0.65 6.5 12-2007 12-2022
7.87 7.39 8.15 7.11 0.4 7.63 11-2007 11-2022
8.54 7.87 8.79 7.61 0.48 8.2 10-2007 10-2022
9.01 8.89 9.68 8.22 0.52 8.95 09-2007 09-2022
9.65 9.45 10.05 9.05 0.36 9.55 08-2007 08-2022
8.48 8.88 9.18 8.19 0.38 8.68 07-2007 07-2022
8.63 9.27 9.76 8.15 0.61 8.95 06-2007 06-2022
9.44 10.08 10.62 8.9 0.65 9.76 05-2007 05-2022
11.36 10.93 11.79 10.51 0.48 11.15 04-2007 04-2022
10.73 10.91 11.52 10.12 0.5 10.82 03-2007 03-2022
10.05 10.62 11.39 9.29 0.77 10.34 02-2007 02-2022
10.65 11.02 11.54 10.13 0.52 10.84 01-2007 01-2022
11.23 11.23 11.9 10.57 0.47 11.23 12-2006 12-2021
10.94 11.37 11.66 10.65 0.39 11.16 11-2006 11-2021
11.39 11.72 12.13 10.99 0.42 11.56 10-2006 10-2021
11.49 11.59 11.99 11.09 0.32 11.54 09-2006 09-2021
11.88 11.77 12.72 10.94 0.63 11.83 08-2006 08-2021
12.67 12.47 13.26 11.88 0.49 12.57 07-2006 07-2021
12.79 11 13.28 10.52 1.16 11.9 06-2006 06-2021
10.03 9.42 10.85 8.62 0.82 9.73 05-2006 05-2021
9.26 9.15 9.86 8.55 0.46 9.21 04-2006 04-2021
9.87 9.93 10.51 9.29 0.43 9.9 03-2006 03-2021
9.4 10.17 10.37 9.19 0.5 9.78 02-2006 02-2021
9.5 9.5 9.89 9.11 0.28 9.5 01-2006 01-2021
9.15 9.62 9.96 8.81 0.44 9.38 12-2005 12-2020
9.12 9.36 10.1 8.38 0.61 9.24 11-2005 11-2020
9.38 8.49 9.71 8.16 0.63 8.94 10-2005 10-2020
8.42 8.36 9.13 7.65 0.52 8.39 09-2005 09-2020
8.59 8.69 9.81 7.48 0.82 8.64 08-2005 08-2020
8.84 8.5 9.36 7.98 0.5 8.67 07-2005 07-2020
8.2 8.99 9.37 7.83 0.61 8.6 06-2005 06-2020
8.49 7.99 8.94 7.54 0.53 8.24 05-2005 05-2020
8.09 8.92 9.26 7.75 0.61 8.5 04-2005 04-2020