NIFTY SMALLCAP250 QUALITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.18
Weighted mean CAGR by duration 18.11
Mean CAGR 21.3
Standard deviation CAGR 6.7
Range for CAGR 17.38

Summary

Duration Min Max Median Average XIRR (%)
1 year -15.52 68.04 41.63 34.16
3 year 10.27 48.52 29.10 29.20
5 year 0.01 39.76 15.72 17.53
7 year 8.71 21.58 16.87 16.78
10 year 7.43 26.58 17.51 17.53
12 year 7.68 24.81 16.79 17.08
15 year 11.16 25.90 16.05 16.85

Rolling return for 1 year

Average return: 34.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
-10.2 -3.22 2.87 -15.52 6.96 -6.52 04-2024 04-2025
0.26 3.01 15.14 -10.3 9.06 2.03 03-2024 03-2025
-4.35 5.09 11.43 -9.8 8.22 0.59 02-2024 02-2025
6.08 22.48 30.01 -0.07 12.12 14.62 01-2024 01-2025
33.17 36.53 46.82 23.84 8.21 35.09 12-2023 12-2024
45.02 40.66 57.06 29.88 9.74 43.16 11-2023 11-2024
50.93 53.91 65.45 40.41 8.92 52.67 10-2023 10-2024
58.44 53.17 62.33 49.5 4.9 55.86 09-2023 09-2024
50.85 58.89 66.33 44.1 8.36 55.04 08-2023 08-2024
57.37 58.06 68.04 48.03 7.08 57.88 07-2023 07-2024
39.32 57.47 64.04 33.74 12.49 48.64 06-2023 06-2024
49.56 51.88 59.29 42.6 5.96 50.83 05-2023 05-2024

Rolling return for 3 year

Average return: 29.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.07 15.38 17.26 10.27 2.73 13.75 04-2022 04-2025
16.84 18.88 22.35 13.52 3.2 17.9 03-2022 03-2025
19.11 19.45 25.33 13.52 4.18 19.35 02-2022 02-2025
17.96 23.16 26.23 15.09 4.35 20.61 01-2022 01-2025
25.72 26.83 29.88 22.77 2.54 26.3 12-2021 12-2024
24.55 24.72 27.91 21.44 2.29 24.65 11-2021 11-2024
24.31 25.22 28.17 21.44 2.4 24.79 10-2021 10-2024
29.19 27.61 30.24 26.58 1.41 28.4 09-2021 09-2024
26.81 27.39 31.01 23.3 2.73 27.13 08-2021 08-2024
26.34 26.27 29.13 23.54 1.98 26.32 07-2021 07-2024
22.97 26.78 29.85 20.06 3.71 24.91 06-2021 06-2024
26.52 25.7 29.21 23.09 2.18 26.13 05-2021 05-2024
29.78 29.5 32.45 26.89 1.97 29.66 04-2021 04-2024
27.71 30.37 32.54 25.62 2.62 29.06 03-2021 03-2024
33.71 32.71 36.35 30.14 2.22 33.23 02-2021 02-2024
33.96 34.97 36.65 32.31 1.58 34.47 01-2021 01-2024
34.42 34.84 37.72 31.61 2.17 34.65 12-2020 12-2023
34.36 33.77 39.39 28.94 3.7 34.11 11-2020 11-2023
33.14 35.02 36.39 31.81 1.75 34.09 10-2020 10-2023
36.68 34.86 39.35 32.27 2.58 35.79 09-2020 09-2023
37.87 33.95 39.99 31.92 3.17 35.93 08-2020 08-2023
39.13 39.18 42 36.37 1.99 39.17 07-2020 07-2023
41.45 38.3 43.39 36.43 2.7 39.89 06-2020 06-2023
42.18 42.15 44.46 39.91 1.61 42.17 05-2020 05-2023
43.11 38.36 45.72 35.88 3.86 40.77 04-2020 04-2023
45.36 27.27 48.52 24.56 10.62 36.43 03-2020 03-2023
26.72 24.77 27.47 24.04 1.39 25.75 02-2020 02-2023
27.72 25.46 29.51 23.72 2.2 26.6 01-2020 01-2023
28.62 30.64 32.51 26.8 2.14 29.64 12-2019 12-2022
29.57 29.23 31.06 27.77 1.17 29.41 11-2019 11-2022
30.38 28.41 31.42 27.39 1.59 29.4 10-2019 10-2022
31.44 30.49 34.77 27.26 2.68 30.99 09-2019 09-2022
32.03 31.71 33.27 30.48 0.99 31.87 08-2019 08-2022
25.76 23.86 29.08 20.68 3.05 24.85 07-2019 07-2022
18.97 22.12 24.29 16.9 2.84 20.57 06-2019 06-2022
21.9 23.04 26.43 18.64 2.78 22.5 05-2019 05-2022

Rolling return for 5 year

Average return: 17.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
33.07 32.55 36.73 28.99 2.74 32.84 04-2020 04-2025
35.94 27.39 39.76 23.91 6.37 31.75 03-2020 03-2025
24.8 27.03 28.67 23.21 2.09 25.93 02-2020 02-2025
27.67 30.46 32.98 25.26 2.9 29.09 01-2020 01-2025
33.09 34.56 35.71 31.96 1.42 33.83 12-2019 12-2024
31.64 32.64 33.76 30.54 1.19 32.14 11-2019 11-2024
33 33.59 35.46 31.16 1.53 33.3 10-2019 10-2024
36.03 34.07 36.7 33.42 1.35 35.05 09-2019 09-2024
33.77 35.45 36.41 32.82 1.4 34.61 08-2019 08-2024
32.39 30.86 34.14 29.15 1.85 31.64 07-2019 07-2024
25.38 28.18 29.54 24.06 2.18 26.79 06-2019 06-2024
26.22 25.76 27.82 24.18 1.3 25.99 05-2019 05-2024
25.06 25.22 26.59 23.7 1.02 25.14 04-2019 04-2024
23.67 24.55 26.45 21.81 1.67 24.12 03-2019 03-2024
27.03 26.9 28.53 25.42 1.1 26.97 02-2019 02-2024
25.35 25.17 26.86 23.69 1.12 25.27 01-2019 01-2024
23.42 23.97 25.23 22.19 1.09 23.7 12-2018 12-2023
19.89 21.96 22.56 19.3 1.37 20.93 11-2018 11-2023
20.68 20.4 22.43 18.67 1.33 20.55 10-2018 10-2023
19.41 17.69 20.8 16.33 1.69 18.56 09-2018 09-2023
16.08 16.23 17.15 15.17 0.7 16.16 08-2018 08-2023
16 16.25 17.42 14.84 0.92 16.13 07-2018 07-2023
15.2 14.48 16.15 13.55 0.95 14.85 06-2018 06-2023
12.7 12.36 13.78 11.29 0.89 12.53 05-2018 05-2023
11.16 10.97 12.37 9.78 0.92 11.07 04-2018 04-2023
11.2 11.17 12.65 9.75 1.03 11.19 03-2018 03-2023
11.64 10.66 12.03 10.27 0.71 11.15 02-2018 02-2023
10.1 9.7 11.02 8.79 0.8 9.9 01-2018 01-2023
10.42 11.06 12.41 9.09 1.2 10.75 12-2017 12-2022
12.08 11.51 12.85 10.75 0.77 11.8 11-2017 11-2022
13.01 11.69 13.55 11.16 0.97 12.35 10-2017 10-2022
13.32 13.65 15.03 11.96 1.09 13.49 09-2017 09-2022
13.84 12.97 14.49 12.34 0.82 13.41 08-2017 08-2022
10.55 11.67 12.3 9.94 0.92 11.11 07-2017 07-2022
9.8 11.83 12.72 8.94 1.52 10.82 06-2017 06-2022
11.86 12.57 14.33 10.14 1.5 12.22 05-2017 05-2022
13.72 14.03 14.83 12.93 0.68 13.88 04-2017 04-2022
13.08 13.67 15.05 11.73 1.19 13.38 03-2017 03-2022
13.2 15.56 16.51 12.28 1.71 14.39 02-2017 02-2022
17.45 17.47 19.19 15.75 1.22 17.46 01-2017 01-2022
17.78 18.38 19.47 16.71 1 18.09 12-2016 12-2021
18.42 16.93 20.23 15.17 1.86 17.69 11-2016 11-2021
16.37 17.14 18.01 15.51 0.92 16.76 10-2016 10-2021
16.66 17.13 18.1 15.7 0.86 16.9 09-2016 09-2021
16.51 17.48 18.48 15.52 1.1 17 08-2016 08-2021
16.41 17.62 17.99 16.05 0.81 17.02 07-2016 07-2021
15.9 16.15 17.58 14.49 1.1 16.03 06-2016 06-2021
15.07 16.18 16.99 14.27 1.04 15.63 05-2016 05-2021
14.36 14.59 15.92 13.05 1.02 14.48 04-2016 04-2021
15.06 14.78 16.2 13.65 0.91 14.92 03-2016 03-2021
14.46 13.54 16.33 11.7 1.67 14.01 02-2016 02-2021
12.34 9.67 13.17 8.86 1.79 11.01 01-2016 01-2021
8.83 8.78 10.22 7.41 0.99 8.81 12-2015 12-2020
6.91 8.13 9.58 5.49 1.51 7.53 11-2015 11-2020
7.26 6.61 7.91 5.97 0.72 6.94 10-2015 10-2020
7.76 8.38 9.9 6.27 1.3 8.08 09-2015 09-2020
6.04 6.23 8.88 3.46 1.92 6.15 08-2015 08-2020
3.96 3.82 5.22 2.58 0.93 3.89 07-2015 07-2020
3 3.94 5.26 1.71 1.3 3.48 06-2015 06-2020
0.93 0.98 1.91 0.01 0.67 0.96 05-2015 05-2020

Rolling return for 7 year

Average return: 16.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.43 14.62 15.66 12.42 1.22 14.03 04-2018 04-2025
14.44 15.63 16.72 13.37 1.26 15.04 03-2018 03-2025
14.49 16 17.02 13.49 1.36 15.25 02-2018 02-2025
14.84 17.22 18.23 13.86 1.76 16.04 01-2018 01-2025
18.19 18.81 19.85 17.17 0.97 18.51 12-2017 12-2024
18.15 18.49 19.5 17.15 0.84 18.32 11-2017 11-2024
19.41 19.56 20.98 18 1.05 19.49 10-2017 10-2024
21.16 20.54 21.58 20.12 0.56 20.85 09-2017 09-2024
19.88 20.42 21.57 18.75 1.02 20.16 08-2017 08-2024
18.99 19.63 20.11 18.51 0.61 19.31 07-2017 07-2024
16.63 18.72 19.39 15.98 1.41 17.68 06-2017 06-2024
17.53 17.28 18.59 16.23 0.84 17.41 05-2017 05-2024
16.89 17.32 17.91 16.3 0.59 17.11 04-2017 04-2024
16.66 17.52 18.53 15.67 1.06 17.09 03-2017 03-2024
18.52 18.81 19.51 17.82 0.61 18.66 02-2017 02-2024
19.39 19.16 20.41 18.15 0.8 19.28 01-2017 01-2024
19.01 19.47 20.25 18.24 0.73 19.24 12-2016 12-2023
17.56 17.08 19.42 15.25 1.48 17.33 11-2016 11-2023
15.34 15.92 16.54 14.73 0.67 15.63 10-2016 10-2023
16.66 16.94 17.63 15.98 0.59 16.8 09-2016 09-2023
16.44 16.5 17.2 15.74 0.52 16.47 08-2016 08-2023
15.49 16.24 16.5 15.23 0.52 15.86 07-2016 07-2023
15.8 15.46 16.47 14.79 0.61 15.63 06-2016 06-2023
15.44 15.65 16.23 14.87 0.49 15.55 05-2016 05-2023
15.23 15.17 16.12 14.29 0.65 15.2 04-2016 04-2023
15.76 15.81 16.83 14.75 0.74 15.79 03-2016 03-2023
17.1 15.37 17.4 15.08 1.02 16.24 02-2016 02-2023
15.85 13.96 16.55 13.28 1.34 14.91 01-2016 01-2023
14.09 14.48 15.56 13.02 0.91 14.29 12-2015 12-2022
15.26 14.73 15.82 14.17 0.61 15 11-2015 11-2022
15.2 14.6 15.6 14.21 0.54 14.9 10-2015 10-2022
16.23 16.32 17.48 15.08 0.85 16.28 09-2015 09-2022
16.13 14.56 16.59 14.1 1.04 15.34 08-2015 08-2022
14.09 14.28 15.37 13.01 0.84 14.19 07-2015 07-2022
13.89 15 16.04 12.87 1.19 14.45 06-2015 06-2022
14.28 15.33 16.08 13.54 0.97 14.81 05-2015 05-2022
15.9 15.03 16.7 14.24 0.92 15.47 04-2015 04-2022
14.23 14.59 15.65 13.18 0.88 14.41 03-2015 03-2022
13.95 15.52 16.32 13.17 1.24 14.74 02-2015 02-2022
16.15 16.43 17.38 15.21 0.77 16.29 01-2015 01-2022
16.79 16.72 17.99 15.53 0.87 16.76 12-2014 12-2021
16.46 17.17 17.72 15.91 0.69 16.82 11-2014 11-2021
17.5 18.02 18.68 16.85 0.67 17.76 10-2014 10-2021
16.81 16.77 17.84 15.75 0.74 16.79 09-2014 09-2021
17.46 17.68 18.89 16.27 0.93 17.57 08-2014 08-2021
18.11 18 19.24 16.88 0.84 18.06 07-2014 07-2021
17.68 17.23 18.89 16.04 1.02 17.46 06-2014 06-2021
18.38 17.84 19.79 16.46 1.19 18.12 05-2014 05-2021
18 18.26 19.15 17.12 0.72 18.13 04-2014 04-2021
18.56 18.26 19.4 17.43 0.7 18.41 03-2014 03-2021
18.57 18.94 19.95 17.56 0.86 18.76 02-2014 02-2021
18.41 18.23 19.04 17.61 0.51 18.32 01-2014 01-2021
17.59 17.51 18.66 16.45 0.78 17.55 12-2013 12-2020
16.9 17.85 18.98 15.79 1.18 17.38 11-2013 11-2020
18.39 17.56 18.91 17.05 0.72 17.98 10-2013 10-2020
18.52 19.3 20.2 17.64 0.95 18.91 09-2013 09-2020
17.63 19.07 19.88 16.84 1.19 18.36 08-2013 08-2020
15.5 15.43 16.5 14.44 0.73 15.47 07-2013 07-2020
13.69 14.41 15.47 12.65 1.03 14.05 06-2013 06-2020
11.58 11.76 12.35 10.99 0.49 11.67 05-2013 05-2020
10.57 12.49 13.05 10.02 1.27 11.53 04-2013 04-2020
9.47 16.15 16.96 8.71 3.75 12.82 03-2013 03-2020
16.18 16.11 17.25 15.05 0.78 16.15 02-2013 02-2020
14.58 15.52 16.15 13.96 0.84 15.05 01-2013 01-2020
14.01 14.4 14.71 13.71 0.38 14.21 12-2012 12-2019
14.97 15.1 15.66 14.41 0.44 15.04 11-2012 11-2019
14.4 15.05 15.54 13.91 0.62 14.72 10-2012 10-2019
14.97 15.29 16.58 13.7 1.02 15.13 09-2012 09-2019
14.88 14.93 15.46 14.35 0.39 14.91 08-2012 08-2019
15.87 17.3 17.93 15.25 1.07 16.59 07-2012 07-2019
18.2 18.38 19.1 17.5 0.57 18.3 06-2012 06-2019
17.69 18.1 19.07 16.74 0.84 17.9 05-2012 05-2019
17.55 18.08 18.48 17.16 0.5 17.82 04-2012 04-2019
17.65 18.52 18.93 17.24 0.67 18.09 03-2012 03-2019
17.37 16.86 18.45 15.8 0.95 17.12 02-2012 02-2019
20.02 19.31 21.18 18.17 1.09 19.67 01-2012 01-2019
20.64 19.48 21.51 18.62 1.1 20.06 12-2011 12-2018
19.42 18.02 19.84 17.61 0.93 18.72 11-2011 11-2018
17.5 18.16 18.92 16.75 0.8 17.83 10-2011 10-2018
18.46 19.9 20.69 17.68 1.18 19.18 09-2011 09-2018
20.15 19.08 20.82 18.41 0.93 19.62 08-2011 08-2018
18 18.18 18.84 17.34 0.53 18.09 07-2011 07-2018
18.56 18.73 19.79 17.51 0.81 18.65 06-2011 06-2018
19 19.46 20.07 18.4 0.61 19.23 05-2011 05-2018

Rolling return for 10 year

Average return: 17.53
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.73 15.13 16.3 13.58 0.97 14.93 04-2015 04-2025
15.01 15.86 16.61 14.27 0.88 15.44 03-2015 03-2025
15.47 16.69 17.25 14.92 0.93 16.08 02-2015 02-2025
16.69 18.41 19.09 16.03 1.24 17.55 01-2015 01-2025
19.4 19.66 20.57 18.5 0.74 19.53 12-2014 12-2024
18.83 19.39 19.78 18.44 0.51 19.11 11-2014 11-2024
19.5 20.14 20.6 19.04 0.6 19.82 10-2014 10-2024
20.39 19.92 20.69 19.63 0.41 20.16 09-2014 09-2024
20.19 20.51 21.37 19.34 0.73 20.35 08-2014 08-2024
20.52 20.42 21.31 19.64 0.59 20.47 07-2014 07-2024
19.24 20.02 21.21 18.07 1.14 19.63 06-2014 06-2024
20.77 20.15 21.53 19.39 0.79 20.46 05-2014 05-2024
21.42 21.52 22.16 20.78 0.49 21.47 04-2014 04-2024
21.23 21.77 22.59 20.42 0.79 21.5 03-2014 03-2024
22.92 22.91 23.65 22.19 0.52 22.92 02-2014 02-2024
22.88 23.03 23.61 22.29 0.47 22.95 01-2014 01-2024
22.4 22.46 23.3 21.57 0.61 22.43 12-2013 12-2023
21.89 22.42 23.24 21.08 0.79 22.16 11-2013 11-2023
22.64 22.54 23.53 21.66 0.66 22.59 10-2013 10-2023
23.7 23.77 24.42 23.06 0.48 23.74 09-2013 09-2023
23.37 23.35 23.94 22.79 0.41 23.36 08-2013 08-2023
22.14 22.09 22.89 21.35 0.54 22.12 07-2013 07-2023
21.39 21.11 21.89 20.61 0.46 21.25 06-2013 06-2023
20 20.12 20.57 19.55 0.36 20.06 05-2013 05-2023
19.46 19.7 20.11 19.05 0.38 19.58 04-2013 04-2023
19.19 19.38 19.96 18.61 0.48 19.29 03-2013 03-2023
19.25 18.64 19.46 18.43 0.42 18.95 02-2013 02-2023
18.37 18.42 18.86 17.92 0.33 18.39 01-2013 01-2023
18.21 19.05 19.27 17.99 0.54 18.63 12-2012 12-2022
19.17 19.17 19.58 18.76 0.29 19.17 11-2012 11-2022
18.98 18.9 19.26 18.62 0.23 18.94 10-2012 10-2022
19.68 19.65 20.59 18.76 0.65 19.67 09-2012 09-2022
19.77 19.73 20.11 19.39 0.25 19.75 08-2012 08-2022
18.75 19.23 19.68 18.3 0.52 18.99 07-2012 07-2022
18.43 19.49 20 17.94 0.82 18.96 06-2012 06-2022
18.94 19.56 20.25 18.26 0.74 19.25 05-2012 05-2022
19.73 20.03 20.31 19.45 0.32 19.88 04-2012 04-2022
18.96 19.7 19.99 18.67 0.54 19.33 03-2012 03-2022
19.11 19.7 20.84 17.99 1.03 19.41 02-2012 02-2022
21.79 21.36 22.69 20.47 0.8 21.58 01-2012 01-2022
21.72 21.15 22.59 20.29 0.84 21.44 12-2011 12-2021
20.47 20.09 21.39 19.19 0.79 20.29 11-2011 11-2021
20.05 20.35 20.9 19.51 0.5 20.2 10-2011 10-2021
19.29 19.48 20.03 18.75 0.46 19.39 09-2011 09-2021
18.87 18.66 19.88 17.67 0.78 18.77 08-2011 08-2021
17.97 18.3 18.76 17.51 0.46 18.14 07-2011 07-2021
17.48 17.59 18.32 16.75 0.56 17.54 06-2011 06-2021
16.33 16.87 17.29 15.91 0.52 16.6 05-2011 05-2021
15.15 15.38 15.93 14.6 0.48 15.27 04-2011 04-2021
15.6 15.5 16.18 14.93 0.44 15.55 03-2011 03-2021
15.18 15.18 16.12 14.24 0.66 15.18 02-2011 02-2021
13.91 13.06 14.34 12.64 0.67 13.49 01-2011 01-2021
13.13 12.67 13.85 11.95 0.69 12.9 12-2010 12-2020
11.46 11.39 12.85 10.03 1 11.43 11-2010 11-2020
10.59 10.51 10.92 10.18 0.26 10.55 10-2010 10-2020
10.74 11.27 11.83 10.18 0.61 11 09-2010 09-2020
10.75 11.45 12.22 9.99 0.83 11.1 08-2010 08-2020
10.39 10.5 11.06 9.83 0.44 10.45 07-2010 07-2020
10.14 10.52 11.34 9.33 0.72 10.33 06-2010 06-2020
9.74 9.14 10.27 8.61 0.62 9.44 05-2010 05-2020
8.16 9.35 9.85 7.67 0.88 8.76 04-2010 04-2020
8.16 12.52 13.28 7.43 2.58 10.35 03-2010 03-2020
13.51 13.6 14.24 12.88 0.48 13.56 02-2010 02-2020
12.87 13.12 13.95 12.05 0.68 13 01-2010 01-2020
13.48 12.75 13.96 12.27 0.65 13.12 12-2009 12-2019
15.09 14.31 15.57 13.83 0.67 14.7 11-2009 11-2019
14.34 14.42 15.14 13.62 0.54 14.38 10-2009 10-2019
14.62 14.61 15.74 13.51 0.79 14.62 09-2009 09-2019
15.89 14.76 16.3 14.35 0.8 15.32 08-2009 08-2019
18.29 17.54 19.76 16.09 1.32 17.92 07-2009 07-2019
18.93 17.96 19.56 17.34 0.86 18.45 06-2009 06-2019
21.56 19.01 22.55 18.05 1.83 20.29 05-2009 05-2019
24.52 22.96 25.21 22.29 1.17 23.75 04-2009 04-2019
25.63 25.34 26.58 24.4 0.78 25.49 03-2009 03-2019
24.21 24.06 25 23.27 0.61 24.13 02-2009 02-2019
24.17 23.24 25.01 22.42 0.97 23.71 01-2009 01-2019
24.55 23.72 25.18 23.1 0.79 24.14 12-2008 12-2018
24.64 22.72 24.95 22.42 1.12 23.68 11-2008 11-2018
23.45 19.43 24.49 18.44 2.57 21.45 10-2008 10-2018
19.61 18.72 21.19 17.18 1.45 19.18 09-2008 09-2018
18.58 18.43 19.05 17.96 0.39 18.5 08-2008 08-2018
19.07 18.66 19.66 18.06 0.58 18.86 07-2008 07-2018
18.19 17.27 19.05 16.43 0.98 17.73 06-2008 06-2018
16.91 17.08 17.65 16.35 0.46 17 05-2008 05-2018
17.98 17.26 18.73 16.53 0.82 17.62 04-2008 04-2018
18.83 16.7 19.62 15.94 1.5 17.77 03-2008 03-2018
16.59 15.91 17.3 15.19 0.78 16.25 02-2008 02-2018
16.8 13.89 17.5 13.21 1.83 15.35 01-2008 01-2018
14.84 13.9 15.54 13.21 0.89 14.37 12-2007 12-2017
15.68 15.39 16.37 14.71 0.6 15.54 11-2007 11-2017
15.84 15.75 16.8 14.8 0.71 15.8 10-2007 10-2017
15.82 16.02 16.52 15.32 0.43 15.92 09-2007 09-2017
16.46 16.34 17.24 15.57 0.59 16.4 08-2007 08-2017
16.28 16.05 16.6 15.72 0.32 16.16 07-2007 07-2017
16.4 16.33 16.86 15.87 0.35 16.36 06-2007 06-2017
16.76 16.75 17.66 15.85 0.64 16.76 05-2007 05-2017
18.17 17.33 18.58 16.92 0.66 17.75 04-2007 04-2017
17.4 17.2 18.1 16.49 0.57 17.3 03-2007 03-2017
16.07 15.51 16.55 15.03 0.57 15.79 02-2007 02-2017
15.02 15.16 15.86 14.32 0.55 15.09 01-2007 01-2017
15.6 15.21 16.13 14.69 0.53 15.41 12-2006 12-2016
15.05 16.24 16.66 14.63 0.83 15.64 11-2006 11-2016
16.62 16.51 17.06 16.08 0.35 16.57 10-2006 10-2016
16.64 16.57 17.12 16.09 0.37 16.61 09-2006 09-2016
17.28 16.57 17.78 16.07 0.65 16.93 08-2006 08-2016
18.1 17.21 18.28 17.03 0.54 17.66 07-2006 07-2016
18.25 15.8 18.98 15.09 1.63 17.03 06-2006 06-2016
14.69 12.78 15.09 12.39 1.17 13.74 05-2006 05-2016
13.23 13.16 13.89 12.51 0.49 13.2 04-2006 04-2016
13.24 13.16 13.93 12.47 0.52 13.2 03-2006 03-2016
13.09 14.03 14.48 12.66 0.72 13.57 02-2006 02-2016
13.78 15.03 15.58 13.23 0.94 14.4 01-2006 01-2016
15.5 15.67 16.26 14.91 0.48 15.59 12-2005 12-2015
16.12 16.04 16.9 15.27 0.58 16.08 11-2005 11-2015
16.37 15.25 17.08 14.55 0.98 15.81 10-2005 10-2015
14.59 14.29 15.39 13.5 0.68 14.44 09-2005 09-2015
15.75 15.83 17.18 14.41 0.98 15.79 08-2005 08-2015
17.04 16.57 17.82 15.79 0.74 16.8 07-2005 07-2015
16.7 16.84 17.43 16.11 0.47 16.77 06-2005 06-2015
18.21 17.18 18.75 16.65 0.83 17.7 05-2005 05-2015

Rolling return for 12 year

Average return: 17.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.44 20.45 20.8 19.09 0.7 19.95 04-2013 04-2025
19.81 20.71 21.2 19.32 0.74 20.26 03-2013 03-2025
19.7 20.54 21.23 19.02 0.84 20.12 02-2013 02-2025
19.86 21.53 21.91 19.48 1.04 20.7 01-2013 01-2025
21.6 22.41 22.6 21.41 0.51 22.01 12-2012 12-2024
21.64 22.11 22.45 21.3 0.44 21.88 11-2012 11-2024
21.81 22.44 22.74 21.51 0.49 22.12 10-2012 10-2024
23.32 22.77 23.57 22.52 0.42 23.05 09-2012 09-2024
22.4 23.07 23.4 22.07 0.53 22.73 08-2012 08-2024
22.49 22.77 23.16 22.1 0.39 22.63 07-2012 07-2024
21.14 22.37 22.8 20.72 0.85 21.76 06-2012 06-2024
21.17 21.23 21.81 20.6 0.43 21.2 05-2012 05-2024
20.62 21 21.24 20.39 0.33 20.81 04-2012 04-2024
20.12 21 21.24 19.88 0.57 20.56 03-2012 03-2024
21.31 20.95 21.9 20.36 0.56 21.13 02-2012 02-2024
22.22 21.72 22.83 21.11 0.63 21.97 01-2012 01-2024
21.79 21.33 22.53 20.6 0.7 21.56 12-2011 12-2023
19.61 19.65 20.72 18.55 0.77 19.63 11-2011 11-2023
18.82 19.09 19.53 18.37 0.42 18.95 10-2011 10-2023
18.85 18.97 19.43 18.4 0.37 18.91 09-2011 09-2023
18.43 17.88 18.89 17.43 0.55 18.16 08-2011 08-2023
17.16 17.37 17.76 16.78 0.35 17.27 07-2011 07-2023
17.15 16.94 17.55 16.54 0.36 17.05 06-2011 06-2023
16.33 16.45 16.8 15.99 0.29 16.39 05-2011 05-2023
15.53 15.59 16.05 15.07 0.35 15.56 04-2011 04-2023
15.92 15.98 16.55 15.36 0.42 15.95 03-2011 03-2023
16.6 15.98 16.77 15.81 0.4 16.29 02-2011 02-2023
15.71 15.03 16.12 14.63 0.58 15.37 01-2011 01-2023
15.54 15.4 16.4 14.54 0.66 15.47 12-2010 12-2022
15.65 14.74 15.99 14.41 0.64 15.2 11-2010 11-2022
14.71 14.58 14.94 14.36 0.21 14.65 10-2010 10-2022
15.21 15.45 15.93 14.73 0.43 15.33 09-2010 09-2022
15.93 15.54 16.2 15.27 0.36 15.73 08-2010 08-2022
15.39 15.65 16.14 14.9 0.45 15.52 07-2010 07-2022
15.49 16.04 16.76 14.78 0.73 15.77 06-2010 06-2022
16.35 16.41 17.42 15.36 0.73 16.39 05-2010 05-2022
16.87 16.9 17.35 16.43 0.33 16.89 04-2010 04-2022
16.69 16.88 17.54 16.04 0.53 16.79 03-2010 03-2022
16.67 17.53 18.08 16.13 0.75 17.1 02-2010 02-2022
17.51 17.52 18.24 16.8 0.51 17.52 01-2010 01-2022
18.21 17.86 18.91 17.16 0.63 18.04 12-2009 12-2021
19.33 18.99 20.09 18.24 0.67 19.16 11-2009 11-2021
19.26 19.32 19.95 18.63 0.47 19.29 10-2009 10-2021
19.47 19.11 20.08 18.5 0.57 19.29 09-2009 09-2021
20.29 19.79 21.13 18.96 0.79 20.04 08-2009 08-2021
21.95 20.73 22.63 20.06 1.01 21.34 07-2009 07-2021
20.57 19.93 21.29 19.22 0.77 20.25 06-2009 06-2021
22.25 20.13 23.09 19.3 1.54 21.19 05-2009 05-2021
23.46 22.3 24.16 21.61 0.99 22.88 04-2009 04-2021
24.3 23.79 24.81 23.28 0.57 24.05 03-2009 03-2021
23.09 23.15 23.92 22.31 0.57 23.12 02-2009 02-2021
22.32 21.25 22.7 20.88 0.75 21.79 01-2009 01-2021
21.74 21.19 22.38 20.55 0.68 21.46 12-2008 12-2020
20.36 19.79 21.6 18.57 1.09 20.08 11-2008 11-2020
20 16.22 20.3 15.92 2.05 18.11 10-2008 10-2020
15.61 14.58 16.56 13.64 1.09 15.1 09-2008 09-2020
13.19 13.95 14.44 12.7 0.67 13.57 08-2008 08-2020
13.28 13.05 13.85 12.48 0.49 13.17 07-2008 07-2020
11.8 11.41 12.81 10.41 0.86 11.61 06-2008 06-2020
9.64 9.64 10.08 9.2 0.31 9.64 05-2008 05-2020
9.67 9.95 11.1 8.54 0.91 9.81 04-2008 04-2020
9.91 11.91 14.24 7.68 2.42 10.94 03-2008 03-2020
12.14 11.61 12.74 11.02 0.64 11.88 02-2008 02-2020
11.44 9.45 12.33 8.58 1.5 10.45 01-2008 01-2020
9.82 8.91 10.21 8.52 0.68 9.37 12-2007 12-2019
10.97 10.58 11.36 10.2 0.43 10.78 11-2007 11-2019
11.31 11.12 11.96 10.48 0.53 11.22 10-2007 10-2019
11.19 11.69 12.09 10.8 0.49 11.44 09-2007 09-2019
11.8 11.41 12.13 11.09 0.39 11.61 08-2007 08-2019
11.65 12.36 12.8 11.2 0.62 12 07-2007 07-2019
12.99 13.05 13.48 12.56 0.33 13.02 06-2007 06-2019
13.46 13.49 14.23 12.73 0.53 13.48 05-2007 05-2019
14.68 14.19 15.2 13.67 0.57 14.43 04-2007 04-2019
14.46 14.44 15.18 13.72 0.52 14.45 03-2007 03-2019
13.15 12.91 13.76 12.31 0.52 13.03 02-2007 02-2019
13.41 13.47 14.04 12.84 0.42 13.44 01-2007 01-2019
14.41 14.14 14.89 13.66 0.45 14.28 12-2006 12-2018
14.52 14.41 14.76 14.18 0.21 14.47 11-2006 11-2018
14.24 14.59 15.04 13.79 0.46 14.41 10-2006 10-2018
15.52 16.32 16.78 15.06 0.67 15.92 09-2006 09-2018
17.29 16.67 17.67 16.28 0.54 16.98 08-2006 08-2018
17.44 17.05 17.94 16.56 0.51 17.25 07-2006 07-2018
18.09 16.15 18.8 15.46 1.37 17.12 06-2006 06-2018
15.97 14.63 16.58 14.03 1.02 15.3 05-2006 05-2018
15.28 15.26 15.88 14.66 0.43 15.27 04-2006 04-2018
15.57 15.55 16.21 14.92 0.46 15.56 03-2006 03-2018
16.04 16.26 16.64 15.67 0.35 16.15 02-2006 02-2018
16.57 16.68 17.15 16.1 0.37 16.62 01-2006 01-2018
16.84 16.94 17.44 16.35 0.39 16.89 12-2005 12-2017
17.34 17.2 17.92 16.62 0.46 17.27 11-2005 11-2017
17.11 16.38 17.92 15.58 0.87 16.75 10-2005 10-2017
16.09 15.74 16.67 15.16 0.55 15.91 09-2005 09-2017
16.77 16.29 17.42 15.64 0.65 16.53 08-2005 08-2017
18.08 17.31 18.36 17.04 0.54 17.7 07-2005 07-2017
18.01 17.9 18.4 17.51 0.32 17.95 06-2005 06-2017
18.6 18.06 19.37 17.3 0.76 18.33 05-2005 05-2017
19.15 19.04 19.49 18.69 0.29 19.09 04-2005 04-2017

Rolling return for 15 year

Average return: 16.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.9 16.6 16.95 15.54 0.56 16.25 04-2010 04-2025
16.72 17.27 17.8 16.2 0.6 17 03-2010 03-2025
17.15 17.91 18.35 16.72 0.64 17.53 02-2010 02-2025
17.6 18.63 19.21 17.03 0.85 18.12 01-2010 01-2025
19.67 19.6 20.45 18.82 0.58 19.64 12-2009 12-2024
20.36 20.12 21 19.48 0.54 20.24 11-2009 11-2024
20.25 20.48 20.99 19.75 0.45 20.37 10-2009 10-2024
21.36 20.76 21.55 20.57 0.41 21.06 09-2009 09-2024
21.56 21.28 22.36 20.49 0.67 21.42 08-2009 08-2024
22.81 21.82 23.35 21.29 0.81 22.32 07-2009 07-2024
21.04 21.27 22.37 19.96 0.86 21.16 06-2009 06-2024
23.09 21.22 23.61 20.71 1.22 22.16 05-2009 05-2024
24.7 23.71 25.21 23.2 0.79 24.2 04-2009 04-2024
24.97 25.08 25.9 24.16 0.62 25.03 03-2009 03-2024
25.14 25 25.63 24.51 0.4 25.07 02-2009 02-2024
24.57 23.88 25.06 23.39 0.64 24.23 01-2009 01-2024
24.17 23.8 24.78 23.21 0.57 23.99 12-2008 12-2023
23.04 22.46 23.95 21.57 0.87 22.75 11-2008 11-2023
22.52 19.75 23.11 19.18 1.7 21.14 10-2008 10-2023
19.54 18.37 20.01 17.92 0.85 18.96 09-2008 09-2023
17.74 17.69 18.1 17.33 0.27 17.71 08-2008 08-2023
18.03 17.85 18.52 17.37 0.41 17.94 07-2008 07-2023
17.19 16.34 17.51 16.02 0.61 16.77 06-2008 06-2023
15.49 15.48 15.86 15.12 0.26 15.49 05-2008 05-2023
15.66 15.12 16.08 14.71 0.52 15.39 04-2008 04-2023
16.23 14.83 16.73 14.34 0.98 15.53 03-2008 03-2023
14.91 14.13 15.05 14 0.46 14.52 02-2008 02-2023
14.52 12.48 14.84 12.16 1.19 13.5 01-2008 01-2023
13.35 12.95 14.02 12.27 0.63 13.15 12-2007 12-2022
14.46 14.08 14.73 13.82 0.35 14.27 11-2007 11-2022
14.89 14.38 15.07 14.2 0.36 14.63 10-2007 10-2022
14.98 15.22 15.55 14.65 0.33 15.1 09-2007 09-2022
15.58 15.21 15.8 14.99 0.31 15.39 08-2007 08-2022
14.34 14.57 14.93 13.97 0.35 14.45 07-2007 07-2022
14.16 14.81 15.16 13.81 0.53 14.48 06-2007 06-2022
15.1 15.34 15.94 14.5 0.52 15.22 05-2007 05-2022
16.67 16.22 17.04 15.85 0.45 16.45 04-2007 04-2022
15.94 16.01 16.61 15.34 0.45 15.98 03-2007 03-2022
15.11 15.52 16.22 14.42 0.65 15.32 02-2007 02-2022
15.82 15.92 16.39 15.35 0.37 15.87 01-2007 01-2022
16.32 16.26 16.87 15.71 0.41 16.29 12-2006 12-2021
16.16 16.47 16.75 15.88 0.33 16.31 11-2006 11-2021
16.54 16.72 17.08 16.18 0.32 16.63 10-2006 10-2021
16.65 16.75 17.13 16.28 0.3 16.7 09-2006 09-2021
17.02 16.87 17.68 16.22 0.52 16.95 08-2006 08-2021
17.54 17.35 18.06 16.83 0.44 17.45 07-2006 07-2021
17.46 15.92 18.03 15.36 1.09 16.69 06-2006 06-2021
14.81 13.9 15.45 13.28 0.83 14.36 05-2006 05-2021
13.61 13.63 14.12 13.12 0.35 13.62 04-2006 04-2021
13.84 13.7 14.22 13.33 0.32 13.77 03-2006 03-2021
13.55 13.87 14.16 13.25 0.34 13.71 02-2006 02-2021
13.3 13.21 13.58 12.93 0.23 13.25 01-2006 01-2021
13.23 13.33 13.71 12.85 0.31 13.28 12-2005 12-2020
12.97 13.34 13.9 12.41 0.54 13.15 11-2005 11-2020
13.25 12.29 13.48 12.07 0.6 12.77 10-2005 10-2020
12.27 12.28 13.01 11.55 0.52 12.28 09-2005 09-2020
12.42 12.53 13.41 11.55 0.66 12.48 08-2005 08-2020
12.5 12.15 12.96 11.71 0.46 12.33 07-2005 07-2020
11.94 12.37 12.75 11.56 0.45 12.15 06-2005 06-2020
12.14 11.51 12.51 11.16 0.53 11.83 05-2005 05-2020
11.69 12.51 12.85 11.35 0.6 12.1 04-2005 04-2020