NIFTY SMALLCAP250 MOMENTUM QUALITY 100

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 5.12
Weighted mean CAGR by duration 19.72
Mean CAGR 21.7
Standard deviation CAGR 4.24
Range for CAGR 10.7

Summary

Duration Min Max Median Average XIRR (%)
1 year -23.33 68.53 37.51 29.34
3 year 6.49 46.06 26.97 27.31
5 year 1.90 37.37 18.66 18.64
7 year 11.11 25.02 19.16 19.06
10 year 9.75 28.40 19.81 19.64
12 year 8.61 26.93 19.89 19.26
15 year 12.60 27.26 17.73 18.66

Rolling return for 1 year

Average return: 29.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
-17.41 -10.78 -3.9 -23.33 7.26 -13.85 04-2024 04-2025
-6.42 -4.08 8.21 -17.05 8.98 -4.83 03-2024 03-2025
-11.17 -1.59 4.19 -16.1 7.94 -6.17 02-2024 02-2025
-1.59 14.48 22.91 -8.34 12.43 6.87 01-2024 01-2025
25.77 29.74 37.38 18.78 6.73 27.92 12-2023 12-2024
34.72 33.45 48.59 20.99 9.77 34.44 11-2023 11-2024
41.85 45.68 56.32 32.19 8.64 44.01 10-2023 10-2024
47.65 46.05 51.82 42.04 3.5 46.89 09-2023 09-2024
47.49 51.34 59.26 40.15 6.89 49.56 08-2023 08-2024
60.62 58.22 68.53 50.8 6.33 59.54 07-2023 07-2024
43.57 59.63 66.53 37.63 11.69 51.84 06-2023 06-2024
54.63 56.84 64.6 47.34 6.15 55.85 05-2023 05-2024

Rolling return for 3 year

Average return: 27.31
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.64 12.01 14.27 6.49 3 10.35 04-2022 04-2025
13.08 14.42 18.7 9.01 3.46 13.8 03-2022 03-2025
14.92 14.56 21.19 8.63 4.44 14.82 02-2022 02-2025
12.51 17.64 21.16 9.23 4.59 15.13 01-2022 01-2025
21 21.57 24.62 18.04 2.34 21.31 12-2021 12-2024
19.34 20.85 23.31 16.97 2.3 20.12 11-2021 11-2024
20.2 20.84 24.15 16.99 2.54 20.55 10-2021 10-2024
24.99 23.45 26.16 22.31 1.47 24.23 09-2021 09-2024
25 23.94 28.24 20.8 2.66 24.49 08-2021 08-2024
25.43 24.52 27.46 22.54 1.77 24.99 07-2021 07-2024
22.37 25.33 28.57 19.28 3.45 23.89 06-2021 06-2024
25.97 25.32 28.62 22.74 2.09 25.66 05-2021 05-2024
29.15 29.32 32.39 26.15 2.21 29.25 04-2021 04-2024
26.22 28.59 31.39 23.53 2.9 27.43 03-2021 03-2024
32.96 30.88 35.51 28.42 2.61 31.94 02-2021 02-2024
32.74 33.88 35.92 30.74 1.88 33.32 01-2021 01-2024
33.94 33.1 36.52 30.58 2.12 33.53 12-2020 12-2023
33.58 33.07 38.46 28.39 3.57 33.38 11-2020 11-2023
32.23 34.04 35.37 30.93 1.7 33.14 10-2020 10-2023
36.16 33.48 37.93 31.76 2.38 34.83 09-2020 09-2023
37.46 33.65 39.82 31.39 3.27 35.58 08-2020 08-2023
38.97 38.72 41.93 35.83 2.16 38.86 07-2020 07-2023
41.17 38.11 43.17 36.18 2.7 39.66 06-2020 06-2023
42.23 42.08 44.54 39.81 1.67 42.16 05-2020 05-2023
42.34 38.63 45.6 35.52 3.8 40.52 04-2020 04-2023
42.75 25.24 46.06 22.4 10.41 34.11 03-2020 03-2023
24.04 22.73 25.61 21.2 1.63 23.39 02-2020 02-2023
24.95 23.4 27.03 21.38 2.07 24.19 01-2020 01-2023
25.99 28.47 30.17 24.34 2.24 27.24 12-2019 12-2022
27.65 27.56 29.15 26.08 1.09 27.61 11-2019 11-2022
28.65 26.92 29.82 25.78 1.55 27.79 10-2019 10-2022
29.47 28.46 33.05 25.01 2.87 29 09-2019 09-2022
30.97 30.19 32.42 28.76 1.32 30.59 08-2019 08-2022
24.78 22.9 28.44 19.4 3.26 23.88 07-2019 07-2022
18.33 21.41 23.6 16.23 2.82 19.89 06-2019 06-2022
21.3 23.68 27.01 18.12 3.25 22.53 05-2019 05-2022

Rolling return for 5 year

Average return: 18.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.48 31.59 35.52 27.66 2.78 31.56 04-2020 04-2025
33.44 25.26 37.37 21.68 6.26 29.44 03-2020 03-2025
22.43 24.65 26.4 20.74 2.15 23.55 02-2020 02-2025
24.38 27.8 30.04 22.24 3.01 26.12 01-2020 01-2025
30.16 31.44 32.48 29.13 1.27 30.8 12-2019 12-2024
28.58 30.16 31.13 27.63 1.36 29.37 11-2019 11-2024
30.33 31.1 32.89 28.57 1.55 30.72 10-2019 10-2024
33.28 31.23 34.03 30.5 1.44 32.26 09-2019 09-2024
32.72 33.4 34.77 31.37 1.23 33.07 08-2019 08-2024
32.45 30.24 33.73 29 1.85 31.35 07-2019 07-2024
25.62 28.02 29.4 24.28 2 26.83 06-2019 06-2024
26.48 26.04 28.07 24.48 1.28 26.27 05-2019 05-2024
25 26.16 26.87 24.29 1 25.58 04-2019 04-2024
23.92 25 26.94 22.02 1.78 24.47 03-2019 03-2024
27.17 27.22 28.63 25.77 1.01 27.2 02-2019 02-2024
25.41 25.67 27.2 23.89 1.17 25.54 01-2019 01-2024
23.8 23.81 25.22 22.4 1 23.81 12-2018 12-2023
20.19 22.07 22.8 19.48 1.35 21.14 11-2018 11-2023
21.57 20.75 23.3 19.06 1.53 21.17 10-2018 10-2023
20.86 17.49 21.8 16.58 2.2 19.18 09-2018 09-2023
16.12 16.44 17.31 15.26 0.73 16.28 08-2018 08-2023
16.24 16.37 17.71 14.91 0.99 16.31 07-2018 07-2023
15.31 14.34 16.29 13.38 1.08 14.83 06-2018 06-2023
12.91 11.91 14.01 10.83 1.18 12.41 05-2018 05-2023
10.95 10.43 12.47 8.94 1.26 10.7 04-2018 04-2023
10.71 10.37 12.24 8.86 1.2 10.54 03-2018 03-2023
10.65 9.68 11.49 8.85 0.99 10.17 02-2018 02-2023
9.16 8.78 10.24 7.7 0.91 8.97 01-2018 01-2023
10.14 10.62 12.32 8.48 1.37 10.39 12-2017 12-2022
11.72 11.53 12.51 10.75 0.63 11.63 11-2017 11-2022
13.86 11.43 14.48 10.82 1.55 12.65 10-2017 10-2022
14.16 14.29 16.04 12.44 1.27 14.23 09-2017 09-2022
15.19 14.11 15.96 13.36 1 14.65 08-2017 08-2022
11.93 13.06 13.89 11.11 1.06 12.5 07-2017 07-2022
11.36 13.21 14.31 10.29 1.56 12.29 06-2017 06-2022
13.33 14.58 16.5 11.46 1.84 13.97 05-2017 05-2022
16.93 16.99 18.34 15.6 0.97 16.96 04-2017 04-2022
16.59 17.39 19.18 14.83 1.56 17 03-2017 03-2022
17.23 20.04 21.26 16.05 2.09 18.64 02-2017 02-2022
22.45 22.65 24.64 20.5 1.47 22.56 01-2017 01-2022
23.18 23.34 25.03 21.52 1.24 23.27 12-2016 12-2021
23.31 20.25 24.81 18.81 2.38 21.8 11-2016 11-2021
19.99 20.9 21.95 18.95 1.11 20.45 10-2016 10-2021
20.07 20.38 21.64 18.83 1 20.23 09-2016 09-2021
19.59 21.08 22.06 18.62 1.33 20.34 08-2016 08-2021
20.6 21.54 22.3 19.85 0.93 21.07 07-2016 07-2021
20.25 20.55 22.11 18.71 1.21 20.41 06-2016 06-2021
19.29 20.3 21.16 18.44 1.03 19.8 05-2016 05-2021
18.19 18.42 19.87 16.77 1.1 18.31 04-2016 04-2021
19.23 18.93 20.78 17.41 1.2 19.09 03-2016 03-2021
18.29 17.5 20.79 15.08 2.04 17.91 02-2016 02-2021
15.94 13.07 17 12.05 2.02 14.52 01-2016 01-2021
11.94 11.99 13.66 10.29 1.19 11.97 12-2015 12-2020
9.74 11.1 12.38 8.49 1.46 10.43 11-2015 11-2020
9.42 9.46 10.07 8.82 0.44 9.44 10-2015 10-2020
10.05 10.51 12.24 8.36 1.38 10.29 09-2015 09-2020
8.01 8.06 10.97 5.18 2.05 8.05 08-2015 08-2020
5.68 5.35 7.14 3.91 1.15 5.52 07-2015 07-2020
5.19 5.96 7.48 3.7 1.36 5.58 06-2015 06-2020
3.08 2.95 4.15 1.9 0.8 3.02 05-2015 05-2020

Rolling return for 7 year

Average return: 19.06
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.57 13.54 15.03 11.11 1.43 13.06 04-2018 04-2025
13.45 14.44 15.83 12.09 1.37 13.95 03-2018 03-2025
13.26 14.52 15.87 11.94 1.46 13.9 02-2018 02-2025
13.09 15.62 16.74 12.01 1.9 14.36 01-2018 01-2025
17.15 17.35 18.64 15.88 0.98 17.26 12-2017 12-2024
16.66 17.57 18.31 15.94 0.9 17.12 11-2017 11-2024
19 18.35 20.66 16.72 1.41 18.68 10-2017 10-2024
20.82 19.99 21.3 19.51 0.7 20.41 09-2017 09-2024
20.63 20.58 21.96 19.26 0.95 20.61 08-2017 08-2024
20.49 20.68 21.32 19.86 0.52 20.59 07-2017 07-2024
18.25 19.96 20.78 17.44 1.33 19.11 06-2017 06-2024
19.05 18.7 20.12 17.65 0.88 18.88 05-2017 05-2024
19.07 19.36 20.34 18.1 0.8 19.22 04-2017 04-2024
18.74 19.5 20.81 17.46 1.21 19.13 03-2017 03-2024
20.94 21.05 21.93 20.07 0.66 21 02-2017 02-2024
21.84 21.67 23.08 20.44 0.94 21.76 01-2017 01-2024
21.88 21.7 22.88 20.71 0.77 21.79 12-2016 12-2023
20.07 18.73 21.93 16.92 1.83 19.41 11-2016 11-2023
17.24 17.7 18.42 16.52 0.69 17.47 10-2016 10-2023
18.6 18.38 19.26 17.72 0.55 18.49 09-2016 09-2023
18.28 18.46 19.15 17.6 0.55 18.37 08-2016 08-2023
17.72 18.27 18.79 17.21 0.59 18 07-2016 07-2023
18.13 17.76 18.84 17.05 0.65 17.95 06-2016 06-2023
17.66 17.87 18.48 17.06 0.51 17.77 05-2016 05-2023
17.06 17.18 18.2 16.05 0.76 17.12 04-2016 04-2023
17.64 17.5 18.8 16.35 0.87 17.57 03-2016 03-2023
18.88 17.19 19.52 16.56 1.21 18.04 02-2016 02-2023
17.86 15.84 18.7 15.02 1.48 16.86 01-2016 01-2023
16.1 16.5 17.74 14.88 1.02 16.3 12-2015 12-2022
17.13 16.76 17.71 16.18 0.56 16.95 11-2015 11-2022
16.5 16.49 16.95 16.04 0.32 16.49 10-2015 10-2022
17.57 17.64 18.95 16.27 0.95 17.61 09-2015 09-2022
17.39 15.73 17.95 15.18 1.14 16.56 08-2015 08-2022
15.3 15.34 16.73 13.92 0.99 15.32 07-2015 07-2022
15.58 16.56 17.76 14.41 1.23 16.08 06-2015 06-2022
16.17 17.51 18.49 15.22 1.25 16.85 05-2015 05-2022
18.35 17.19 19.37 16.19 1.2 17.78 04-2015 04-2022
16.48 17.2 18.33 15.37 1.08 16.84 03-2015 03-2022
16.38 18.38 19.22 15.56 1.47 17.38 02-2015 02-2022
18.97 19.31 20.48 17.81 0.95 19.14 01-2015 01-2022
19.41 19.38 20.68 18.11 0.91 19.39 12-2014 12-2021
18.72 19.18 19.74 18.16 0.58 18.95 11-2014 11-2021
20.24 20.5 21.64 19.11 0.9 20.37 10-2014 10-2021
19.73 19.43 20.85 18.32 0.9 19.58 09-2014 09-2021
20.09 20.81 21.86 19.05 1.03 20.45 08-2014 08-2021
20.95 20.76 22.17 19.56 0.93 20.86 07-2014 07-2021
20.65 19.8 21.98 18.5 1.27 20.23 06-2014 06-2021
21.83 20.69 23.19 19.36 1.41 21.27 05-2014 05-2021
21.35 21.56 22.58 20.35 0.79 21.46 04-2014 04-2021
21.91 21.95 23.04 20.83 0.78 21.93 03-2014 03-2021
21.65 22.36 23.47 20.55 1.06 22.01 02-2014 02-2021
21.41 21.11 22.2 20.33 0.67 21.26 01-2014 01-2021
20.38 20.33 21.7 19.03 0.94 20.36 12-2013 12-2020
19.41 20.56 21.46 18.53 1.11 19.99 11-2013 11-2020
21.55 20.19 22.07 19.68 0.97 20.87 10-2013 10-2020
21.62 22.35 23.34 20.64 0.99 21.99 09-2013 09-2020
20.62 21.99 22.98 19.65 1.27 21.31 08-2013 08-2020
18.6 18.2 19.77 17.05 0.97 18.4 07-2013 07-2020
16.39 16.71 18.19 14.92 1.16 16.55 06-2013 06-2020
13.79 13.94 14.63 13.1 0.54 13.87 05-2013 05-2020
13.04 14.81 15.45 12.42 1.24 13.93 04-2013 04-2020
12.45 19.05 20.11 11.46 3.85 15.77 03-2013 03-2020
19.24 19.27 20.43 18.08 0.83 19.25 02-2013 02-2020
17.96 18.64 19.43 17.18 0.83 18.3 01-2013 01-2020
17.34 17.62 18.01 16.96 0.38 17.48 12-2012 12-2019
18.58 18.32 19.21 17.69 0.55 18.45 11-2012 11-2019
18.22 18.9 19.37 17.75 0.62 18.56 10-2012 10-2019
19.04 19.3 20.85 17.52 1.18 19.18 09-2012 09-2019
18.61 18.85 19.48 17.98 0.54 18.73 08-2012 08-2019
19.66 20.77 21.94 18.51 1.27 20.22 07-2012 07-2019
22.03 21.84 22.97 20.91 0.73 21.94 06-2012 06-2019
21.61 21.81 23 20.44 0.91 21.71 05-2012 05-2019
21.51 21.43 22 20.94 0.38 21.47 04-2012 04-2019
21.05 21.8 22.39 20.46 0.73 21.43 03-2012 03-2019
20.96 20.07 21.91 19.12 1.04 20.52 02-2012 02-2019
23.67 22.68 24.75 21.62 1.16 23.18 01-2012 01-2019
24.01 22.59 25.02 21.6 1.31 23.3 12-2011 12-2018
22.73 21 23.25 20.48 1.15 21.87 11-2011 11-2018
20.3 20.96 22.11 19.17 1.07 20.64 10-2011 10-2018
20.91 23.06 24.07 19.93 1.65 21.99 09-2011 09-2018
24.02 22.69 24.68 22.05 1.04 23.36 08-2011 08-2018
21.5 21.66 22.49 20.67 0.65 21.58 07-2011 07-2018
22.41 22.77 23.9 21.29 0.93 22.59 06-2011 06-2018
23.05 24.08 24.7 22.44 0.88 23.57 05-2011 05-2018

Rolling return for 10 year

Average return: 19.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.35 15.61 17.11 13.87 1.15 15.48 04-2015 04-2025
15.45 16.36 17.14 14.68 0.93 15.91 03-2015 03-2025
15.94 17.22 17.8 15.36 0.97 16.58 02-2015 02-2025
16.99 18.81 19.62 16.19 1.37 17.9 01-2015 01-2025
19.88 20.03 20.95 18.97 0.7 19.96 12-2014 12-2024
18.91 19.68 20.08 18.51 0.62 19.3 11-2014 11-2024
20.22 20.6 21.4 19.44 0.71 20.41 10-2014 10-2024
21.29 20.62 21.63 20.29 0.53 20.96 09-2014 09-2024
21.54 21.74 22.48 20.81 0.59 21.64 08-2014 08-2024
22.28 21.87 22.87 21.29 0.58 22.08 07-2014 07-2024
21.16 21.44 22.97 19.65 1.18 21.3 06-2014 06-2024
23.06 22.06 23.83 21.3 0.96 22.56 05-2014 05-2024
23.64 23.84 24.56 22.92 0.58 23.74 04-2014 04-2024
23.19 23.91 24.68 22.42 0.84 23.55 03-2014 03-2024
24.93 24.85 25.65 24.14 0.53 24.89 02-2014 02-2024
24.7 24.81 25.59 23.92 0.59 24.76 01-2014 01-2024
24.3 24.03 25.01 23.32 0.61 24.17 12-2013 12-2023
23.5 24.19 24.83 22.86 0.74 23.84 11-2013 11-2023
24.66 24.19 25.54 23.32 0.8 24.43 10-2013 10-2023
25.81 25.58 26.3 25.1 0.43 25.7 09-2013 09-2023
25.45 25.38 26.09 24.74 0.48 25.41 08-2013 08-2023
24.38 24.01 25.17 23.23 0.7 24.2 07-2013 07-2023
23.32 22.76 23.85 22.24 0.6 23.04 06-2013 06-2023
21.67 21.74 22.25 21.15 0.39 21.7 05-2013 05-2023
21.14 21.49 21.96 20.67 0.47 21.31 04-2013 04-2023
20.79 20.88 21.62 20.05 0.56 20.84 03-2013 03-2023
20.66 20.29 21.11 19.84 0.47 20.48 02-2013 02-2023
20.01 20.05 20.61 19.46 0.41 20.03 01-2013 01-2023
19.87 20.77 21.05 19.6 0.6 20.32 12-2012 12-2022
21.23 21.02 21.66 20.59 0.39 21.12 11-2012 11-2022
21.26 21.25 21.59 20.92 0.24 21.26 10-2012 10-2022
22.08 21.98 23.08 20.98 0.74 22.03 09-2012 09-2022
22.19 22.14 22.6 21.74 0.3 22.17 08-2012 08-2022
21.17 21.4 22.23 20.36 0.67 21.29 07-2012 07-2022
20.91 21.71 22.5 20.13 0.88 21.31 06-2012 06-2022
21.52 22.37 23.21 20.69 0.94 21.95 05-2012 05-2022
22.62 22.95 23.36 22.22 0.42 22.79 04-2012 04-2022
21.83 22.76 23.18 21.41 0.71 22.3 03-2012 03-2022
22.11 22.87 24.19 20.82 1.22 22.5 02-2012 02-2022
25.22 24.87 26.34 23.77 0.92 25.05 01-2012 01-2022
24.99 24.21 25.93 23.29 0.97 24.61 12-2011 12-2021
23.62 22.77 24.37 22.04 0.88 23.2 11-2011 11-2021
22.98 23.16 23.98 22.16 0.65 23.07 10-2011 10-2021
22.1 22.2 22.9 21.41 0.53 22.15 09-2011 09-2021
21.81 21.69 23.07 20.45 0.93 21.76 08-2011 08-2021
21.04 21.31 21.89 20.46 0.51 21.17 07-2011 07-2021
20.73 20.88 21.66 19.96 0.6 20.81 06-2011 06-2021
19.75 20.27 20.69 19.34 0.51 20.01 05-2011 05-2021
18.41 18.7 19.24 17.86 0.5 18.55 04-2011 04-2021
19.02 18.99 19.79 18.22 0.56 19 03-2011 03-2021
18.65 18.83 19.89 17.6 0.81 18.74 02-2011 02-2021
17.29 16.19 17.82 15.66 0.86 16.74 01-2011 01-2021
15.88 15.36 16.77 14.49 0.83 15.62 12-2010 12-2020
13.94 13.63 15.3 12.29 1.07 13.79 11-2010 11-2020
13.3 13.04 13.63 12.71 0.34 13.17 10-2010 10-2020
13.42 13.96 14.54 12.84 0.63 13.69 09-2010 09-2020
13.09 13.93 14.64 12.39 0.85 13.51 08-2010 08-2020
12.63 12.84 13.41 12.06 0.48 12.73 07-2010 07-2020
12.41 12.78 13.63 11.57 0.74 12.6 06-2010 06-2020
11.87 11.29 12.45 10.72 0.65 11.58 05-2010 05-2020
10.29 11.38 11.93 9.75 0.86 10.84 04-2010 04-2020
10.55 15.08 15.77 9.89 2.62 12.82 03-2010 03-2020
16.1 16.31 16.91 15.5 0.5 16.2 02-2010 02-2020
15.69 15.64 16.69 14.64 0.73 15.66 01-2010 01-2020
15.91 15.49 16.37 15.04 0.49 15.7 12-2009 12-2019
17.75 16.66 18.19 16.23 0.79 17.21 11-2009 11-2019
16.85 16.65 17.64 15.86 0.63 16.75 10-2009 10-2019
16.61 17.04 17.84 15.82 0.73 16.83 09-2009 09-2019
17.52 16.64 18.12 16.05 0.8 17.08 08-2009 08-2019
20.14 19.39 21.73 17.82 1.41 19.77 07-2009 07-2019
20.49 19.58 21.14 18.94 0.84 20.04 06-2009 06-2019
23.36 20.63 24.35 19.67 1.92 22 05-2009 05-2019
26.1 24.3 26.46 23.95 1.09 25.2 04-2009 04-2019
27.42 26.7 28.4 25.73 0.98 27.06 03-2009 03-2019
26.03 25.84 26.73 25.15 0.56 25.94 02-2009 02-2019
26.07 24.97 26.84 24.22 1 25.52 01-2009 01-2019
26.77 25.53 27.49 24.83 1.04 26.15 12-2008 12-2018
27.02 25.02 27.39 24.65 1.2 26.02 11-2008 11-2018
25.85 21.38 27.17 20.12 2.95 23.63 10-2008 10-2018
21.12 20.39 23.32 18.24 1.81 20.77 09-2008 09-2018
20.29 19.87 20.73 19.42 0.49 20.08 08-2008 08-2018
20.82 20.12 21.52 19.44 0.78 20.47 07-2008 07-2018
20.18 18.97 21.2 17.97 1.22 19.58 06-2008 06-2018
18.28 18.38 19.38 17.28 0.74 18.33 05-2008 05-2018
19.38 18.65 20.47 17.56 1.06 19.02 04-2008 04-2018
19.93 17.76 20.95 16.77 1.67 18.85 03-2008 03-2018
17.62 17.02 18.59 16.07 0.92 17.32 02-2008 02-2018
18.3 15.13 19.1 14.36 2.02 16.72 01-2008 01-2018
15.38 14.85 16.26 13.98 0.83 15.12 12-2007 12-2017
16.34 15.64 16.85 15.14 0.65 15.99 11-2007 11-2017
16.74 16.53 18.33 14.97 1.19 16.64 10-2007 10-2017
17.35 17.03 18.24 16.14 0.75 17.19 09-2007 09-2017
17.85 17.85 18.8 16.91 0.67 17.85 08-2007 08-2017
17.4 17.32 17.83 16.89 0.33 17.36 07-2007 07-2017
17.6 17.71 18.16 17.15 0.36 17.66 06-2007 06-2017
17.99 18.15 18.97 17.17 0.64 18.07 05-2007 05-2017
18.84 18.24 19.52 17.57 0.72 18.54 04-2007 04-2017
18.02 17.95 18.92 17.05 0.66 17.98 03-2007 03-2017
16.45 15.93 17.04 15.34 0.63 16.19 02-2007 02-2017
15.31 15.37 16.24 14.45 0.63 15.34 01-2007 01-2017
15.73 15.56 16.52 14.78 0.62 15.65 12-2006 12-2016
15.44 17.14 17.6 14.98 1.1 16.29 11-2006 11-2016
17.72 17.53 18.22 17.02 0.43 17.62 10-2006 10-2016
17.78 17.75 18.39 17.14 0.44 17.77 09-2006 09-2016
18.5 17.47 18.98 17 0.79 17.99 08-2006 08-2016
19.41 17.38 19.78 17.02 1.21 18.4 07-2006 07-2016
19.79 16.43 20.57 15.68 2.1 18.12 06-2006 06-2016
16.01 14.22 16.42 13.81 1.12 15.12 05-2006 05-2016
15.95 15.12 16.66 14.42 0.84 15.54 04-2006 04-2016
16.52 16.29 17.42 15.39 0.72 16.41 03-2006 03-2016
16.39 17.67 18 16.06 0.82 17.03 02-2006 02-2016
17.5 18.75 19.53 16.74 1.08 18.13 01-2006 01-2016
19.48 19.63 20.37 18.74 0.58 19.55 12-2005 12-2015
20.82 20.14 21.51 19.45 0.77 20.48 11-2005 11-2015
21.49 20.03 21.83 19.7 0.91 20.76 10-2005 10-2015
19.72 19.53 20.65 18.61 0.72 19.63 09-2005 09-2015
21.24 21.13 22.86 19.53 1.18 21.19 08-2005 08-2015
22.88 22.34 23.92 21.31 0.94 22.61 07-2005 07-2015
22.45 22.71 23.33 21.84 0.53 22.58 06-2005 06-2015
24.1 23.11 24.82 22.4 0.92 23.61 05-2005 05-2015

Rolling return for 12 year

Average return: 19.26
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.39 21.52 21.92 20 0.79 20.96 04-2013 04-2025
20.76 21.6 22.23 20.14 0.8 21.18 03-2013 03-2025
20.56 21.48 22.17 19.88 0.87 21.02 02-2013 02-2025
20.59 22.37 22.85 20.13 1.15 21.48 01-2013 01-2025
22.52 23.19 23.43 22.29 0.47 22.86 12-2012 12-2024
22.65 23.11 23.65 22.11 0.57 22.88 11-2012 11-2024
23.12 23.84 24.13 22.84 0.52 23.48 10-2012 10-2024
24.78 24.13 25.07 23.84 0.49 24.45 09-2012 09-2024
24.3 24.71 25.09 23.91 0.44 24.5 08-2012 08-2024
24.83 24.63 25.33 24.13 0.43 24.73 07-2012 07-2024
23.51 24.38 25.05 22.85 0.84 23.95 06-2012 06-2024
23.62 23.56 24.26 22.92 0.47 23.59 05-2012 05-2024
22.95 23.37 23.71 22.61 0.42 23.16 04-2012 04-2024
22.24 23.12 23.47 21.89 0.64 22.68 03-2012 03-2024
23.51 23 24.1 22.41 0.62 23.26 02-2012 02-2024
24.39 23.91 25.13 23.18 0.71 24.15 01-2012 01-2024
23.92 23.1 24.51 22.51 0.76 23.51 12-2011 12-2023
21.66 21.44 22.76 20.36 0.85 21.55 11-2011 11-2023
20.83 20.87 21.54 20.16 0.49 20.85 10-2011 10-2023
20.89 20.71 21.28 20.32 0.35 20.8 09-2011 09-2023
20.66 20.05 21.18 19.54 0.62 20.36 08-2011 08-2023
19.28 19.43 19.91 18.8 0.4 19.36 07-2011 07-2023
19.4 19.19 19.82 18.77 0.38 19.3 06-2011 06-2023
18.72 18.85 19.2 18.38 0.29 18.79 05-2011 05-2023
17.71 17.92 18.38 17.26 0.4 17.82 04-2011 04-2023
18.12 18.14 18.8 17.47 0.47 18.13 03-2011 03-2023
18.93 18.42 19.31 18.05 0.48 18.68 02-2011 02-2023
18.19 17.31 18.68 16.82 0.73 17.75 01-2011 01-2023
17.7 17.47 18.66 16.51 0.76 17.59 12-2010 12-2022
17.62 16.53 17.96 16.19 0.73 17.08 11-2010 11-2022
16.84 16.6 17.1 16.33 0.29 16.72 10-2010 10-2022
17.29 17.59 18.09 16.79 0.47 17.44 09-2010 09-2022
17.82 17.53 18.14 17.21 0.34 17.68 08-2010 08-2022
17.25 17.6 18.1 16.76 0.49 17.43 07-2010 07-2022
17.45 18 18.74 16.72 0.74 17.73 06-2010 06-2022
18.33 18.67 19.7 17.31 0.85 18.5 05-2010 05-2022
19.12 19.22 19.71 18.63 0.38 19.17 04-2010 04-2022
18.89 19.39 19.99 18.3 0.62 19.14 03-2010 03-2022
19 20.17 20.69 18.49 0.88 19.59 02-2010 02-2022
20.07 20.04 20.96 19.16 0.64 20.06 01-2010 01-2022
20.35 20.34 21.1 19.59 0.53 20.34 12-2009 12-2021
21.74 21.03 22.35 20.42 0.73 21.38 11-2009 11-2021
21.43 21.39 22.25 20.57 0.59 21.41 10-2009 10-2021
21.17 21.13 21.82 20.48 0.47 21.15 09-2009 09-2021
21.74 21.5 22.78 20.47 0.82 21.62 08-2009 08-2021
23.78 22.5 24.5 21.79 1.06 23.14 07-2009 07-2021
22.12 21.59 22.91 20.82 0.76 21.86 06-2009 06-2021
24 21.69 24.81 20.9 1.61 22.85 05-2009 05-2021
24.89 23.84 25.63 23.11 0.97 24.37 04-2009 04-2021
26.24 25.53 26.93 24.85 0.78 25.89 03-2009 03-2021
24.82 25.18 25.91 24.1 0.65 25 02-2009 02-2021
24.18 23.12 24.65 22.66 0.8 23.65 01-2009 01-2021
23.81 23 24.6 22.22 0.89 23.41 12-2008 12-2020
22.57 21.87 23.79 20.67 1.13 22.23 11-2008 11-2020
22.52 18.15 22.83 17.86 2.34 20.34 10-2008 10-2020
17.52 16.13 18.49 15.18 1.27 16.83 09-2008 09-2020
14.64 15.25 15.94 13.95 0.74 14.95 08-2008 08-2020
14.8 14.36 15.46 13.7 0.64 14.58 07-2008 07-2020
13.47 12.74 14.49 11.73 1.01 13.11 06-2008 06-2020
10.78 10.48 11.26 10 0.46 10.63 05-2008 05-2020
10.81 10.76 12.18 9.4 0.98 10.79 04-2008 04-2020
11.06 12.87 15.41 8.61 2.49 11.99 03-2008 03-2020
13.15 12.56 13.81 11.9 0.71 12.86 02-2008 02-2020
12.85 10.51 13.67 9.71 1.63 11.69 01-2008 01-2020
10.7 9.95 11.07 9.59 0.59 10.33 12-2007 12-2019
11.77 11.15 12.12 10.81 0.51 11.46 11-2007 11-2019
12.76 11.96 13.4 11.33 0.78 12.36 10-2007 10-2019
13.19 13.21 14.19 12.22 0.7 13.2 09-2007 09-2019
13.7 13.42 14.18 12.94 0.45 13.56 08-2007 08-2019
13.35 14.19 14.61 12.94 0.66 13.77 07-2007 07-2019
14.78 14.92 15.29 14.41 0.32 14.85 06-2007 06-2019
15.22 15.32 15.99 14.56 0.51 15.27 05-2007 05-2019
16.49 15.73 16.77 15.45 0.54 16.11 04-2007 04-2019
16.06 16.01 16.8 15.27 0.54 16.04 03-2007 03-2019
14.76 14.37 15.29 13.85 0.53 14.57 02-2007 02-2019
14.98 14.84 15.56 14.26 0.46 14.91 01-2007 01-2019
15.98 15.73 16.53 15.18 0.49 15.86 12-2006 12-2018
16.15 16.05 16.44 15.77 0.24 16.1 11-2006 11-2018
15.87 16.31 16.88 15.3 0.58 16.09 10-2006 10-2018
16.99 18.23 18.76 16.46 0.92 17.61 09-2006 09-2018
19.38 18.48 19.75 18.12 0.66 18.93 08-2006 08-2018
19.76 18.32 20.34 17.76 1.04 19.05 07-2006 07-2018
20.72 18.09 21.58 17.26 1.79 19.41 06-2006 06-2018
18.3 17.33 19.22 16.43 1.04 17.82 05-2006 05-2018
18.76 18.35 19.67 17.45 0.8 18.56 04-2006 04-2018
19.69 19.57 20.54 18.73 0.64 19.63 03-2006 03-2018
20.34 20.88 21.17 20.06 0.44 20.61 02-2006 02-2018
21.38 21.4 22.06 20.72 0.47 21.39 01-2006 01-2018
21.55 21.7 22.33 20.93 0.5 21.63 12-2005 12-2017
22.59 21.87 23.03 21.43 0.62 22.23 11-2005 11-2017
21.8 21.66 23.18 20.3 1.02 21.73 10-2005 10-2017
20.83 20.66 21.59 19.9 0.6 20.74 09-2005 09-2017
21.54 20.92 22.35 20.11 0.82 21.23 08-2005 08-2017
23.09 22.16 23.47 21.78 0.68 22.62 07-2005 07-2017
23.17 23.15 23.67 22.66 0.36 23.16 06-2005 06-2017
24.02 23.45 24.88 22.6 0.83 23.74 05-2005 05-2017
24.16 24.17 24.75 23.58 0.41 24.16 04-2005 04-2017

Rolling return for 15 year

Average return: 18.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.94 17.74 18.13 16.56 0.62 17.34 04-2010 04-2025
17.71 18.38 18.85 17.24 0.62 18.05 03-2010 03-2025
18.18 19.03 19.44 17.77 0.66 18.61 02-2010 02-2025
18.51 19.56 20.28 17.8 0.95 19.04 01-2010 01-2025
20.48 20.58 21.19 19.87 0.47 20.53 12-2009 12-2024
21.26 20.99 22.05 20.21 0.66 21.13 11-2009 11-2024
21.18 21.28 21.97 20.5 0.52 21.23 10-2009 10-2024
21.92 21.59 22.15 21.37 0.3 21.76 09-2009 09-2024
22.38 21.98 23.01 21.36 0.6 22.18 08-2009 08-2024
24.11 22.9 24.51 22.51 0.83 23.51 07-2009 07-2024
22.17 22.33 23.39 21.13 0.8 22.25 06-2009 06-2024
24.39 22.41 24.91 21.9 1.27 23.4 05-2009 05-2024
25.73 24.91 26.36 24.3 0.78 25.32 04-2009 04-2024
26.24 26.13 27.26 25.12 0.76 26.19 03-2009 03-2024
26.41 26.3 26.89 25.82 0.38 26.36 02-2009 02-2024
25.85 25.2 26.45 24.61 0.69 25.53 01-2009 01-2024
25.77 24.96 26.25 24.48 0.69 25.37 12-2008 12-2023
24.7 24.03 25.59 23.15 0.89 24.37 11-2008 11-2023
24.41 21.17 24.99 20.61 1.93 22.79 10-2008 10-2023
21.03 19.41 21.35 19.1 0.98 20.22 09-2008 09-2023
18.88 18.71 19.29 18.31 0.35 18.8 08-2008 08-2023
19.27 18.86 19.78 18.36 0.52 19.07 07-2008 07-2023
18.53 17.41 18.87 17.08 0.75 17.97 06-2008 06-2023
16.46 16.18 16.84 15.81 0.38 16.32 05-2008 05-2023
16.5 15.84 17.03 15.32 0.65 16.17 04-2008 04-2023
16.78 15.24 17.31 14.71 1.07 16.01 03-2008 03-2023
15.25 14.52 15.54 14.23 0.53 14.88 02-2008 02-2023
15.17 12.97 15.55 12.6 1.3 14.07 01-2008 01-2023
13.61 13.43 14.35 12.69 0.59 13.52 12-2007 12-2022
14.78 14.25 15.05 13.99 0.42 14.52 11-2007 11-2022
15.77 14.8 15.98 14.6 0.6 15.29 10-2007 10-2022
16.28 16.11 16.91 15.48 0.51 16.2 09-2007 09-2022
16.96 16.59 17.22 16.33 0.34 16.77 08-2007 08-2022
15.55 15.88 16.22 15.21 0.38 15.71 07-2007 07-2022
15.48 16.19 16.49 15.18 0.53 15.84 06-2007 06-2022
16.41 16.95 17.49 15.88 0.6 16.68 05-2007 05-2022
18.2 17.82 18.67 17.35 0.49 18.01 04-2007 04-2022
17.54 17.76 18.4 16.9 0.54 17.65 03-2007 03-2022
16.71 17.28 18.03 15.97 0.76 17 02-2007 02-2022
17.65 17.75 18.34 17.06 0.45 17.7 01-2007 01-2022
18.16 18.1 18.75 17.52 0.44 18.13 12-2006 12-2021
18 18.17 18.48 17.69 0.29 18.09 11-2006 11-2021
18.47 18.64 19.11 18 0.4 18.55 10-2006 10-2021
18.54 18.62 19.05 18.11 0.33 18.58 09-2006 09-2021
18.86 18.66 19.68 17.85 0.65 18.76 08-2006 08-2021
19.81 18.75 20.37 18.2 0.85 19.28 07-2006 07-2021
19.95 17.79 20.56 17.19 1.42 18.87 06-2006 06-2021
17.09 16.21 17.7 15.61 0.8 16.65 05-2006 05-2021
16.7 16.21 17.24 15.66 0.58 16.45 04-2006 04-2021
17.42 17.16 17.92 16.66 0.45 17.29 03-2006 03-2021
17.02 17.61 17.84 16.8 0.42 17.32 02-2006 02-2021
16.98 16.82 17.33 16.47 0.31 16.9 01-2006 01-2021
16.91 17.03 17.51 16.43 0.38 16.97 12-2005 12-2020
17.01 17.05 17.94 16.12 0.64 17.03 11-2005 11-2020
17.33 16.4 17.56 16.17 0.59 16.86 10-2005 10-2020
16.4 16.45 17.17 15.69 0.52 16.43 09-2005 09-2020
16.65 16.61 17.71 15.56 0.76 16.63 08-2005 08-2020
16.86 16.39 17.39 15.86 0.57 16.62 07-2005 07-2020
16.4 16.86 17.24 16.02 0.46 16.63 06-2005 06-2020
16.66 15.99 17.06 15.59 0.57 16.32 05-2005 05-2020
16.25 16.96 17.4 15.82 0.61 16.61 04-2005 04-2020