NIFTY TOP 10 EQUAL WEIGHT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 11.53
Weighted mean CAGR by duration 13.15
Mean CAGR 13.54
Standard deviation CAGR 1.17
Range for CAGR 2.96

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.68 26.88 11.84 12.69
3 year 7.05 33.13 13.94 15.34
5 year 4.09 24.62 15.00 14.99
7 year 6.17 18.79 14.43 14.22
10 year 6.25 19.80 12.77 12.38
12 year 6.60 18.98 12.71 12.60
15 year 9.24 17.69 12.34 12.59

Rolling return for 1 year

Average return: 12.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.11 6.69 10.81 -1.68 4.7 4.48 04-2024 04-2025
2.38 8.27 11.51 -0.6 4.76 5.39 03-2024 03-2025
3.14 8.26 10.83 0.74 4 5.74 02-2024 02-2025
5.57 7.16 11.16 1.77 3.37 6.42 01-2024 01-2025
11.91 11.42 18.82 4.94 4.91 11.77 12-2023 12-2024
17.1 17.65 23.27 11.76 4.07 17.45 11-2023 11-2024
20.88 20.06 26.88 14.38 4.43 20.55 10-2023 10-2024
20.3 21.54 25.95 16.09 3.51 20.97 09-2023 09-2024
17.08 20.01 22.55 14.65 2.98 18.57 08-2023 08-2024
15.79 16.12 21.15 10.99 3.59 16.01 07-2023 07-2024
9.55 16.01 19.13 6.67 4.96 12.84 06-2023 06-2024
11.78 12.35 15.83 8.42 2.63 12.09 05-2023 05-2024

Rolling return for 3 year

Average return: 15.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.91 10 12.95 7.05 2.09 9.98 04-2022 04-2025
12.31 12.01 15.55 8.87 2.36 12.18 03-2022 03-2025
11.23 10.39 13.93 7.77 2.2 10.83 02-2022 02-2025
10.46 9.97 12.38 8.1 1.52 10.23 01-2022 01-2025
12.31 12.42 14.58 10.19 1.55 12.38 12-2021 12-2024
10.95 10.44 12.86 8.57 1.53 10.71 11-2021 11-2024
10.83 10.98 12.63 9.2 1.21 10.91 10-2021 10-2024
12.86 12.46 14.6 10.75 1.37 12.67 09-2021 09-2024
14.58 13.14 16.34 11.43 1.81 13.87 08-2021 08-2024
14.57 15.54 16.31 13.81 0.95 15.06 07-2021 07-2024
11.43 13.88 14.59 10.74 1.61 12.66 06-2021 06-2024
13.72 12.55 15.07 11.22 1.42 13.14 05-2021 05-2024
13.71 13.31 15.16 11.89 1.16 13.52 04-2021 04-2024
13.49 12.66 14.61 11.56 1.12 13.08 03-2021 03-2024
13.26 11.59 14.15 10.72 1.35 12.43 02-2021 02-2024
15.22 13.95 16.64 12.56 1.51 14.59 01-2021 01-2024
16.06 15.09 18.57 12.65 2.12 15.59 12-2020 12-2023
17.94 15.15 19.79 13.38 2.47 16.57 11-2020 11-2023
19.75 19.16 21.98 16.98 1.78 19.47 10-2020 10-2023
23.14 21.51 24.62 20.07 1.71 22.34 09-2020 09-2023
22.05 20.01 22.91 19.18 1.5 21.04 08-2020 08-2023
23.58 22.42 25.34 20.71 1.69 23.01 07-2020 07-2023
25.13 23.66 26.25 22.57 1.4 24.4 06-2020 06-2023
28.5 26.37 29.82 25.09 1.83 27.45 05-2020 05-2023
29.87 23.15 31.16 21.93 4.04 26.53 04-2020 04-2023
31.13 16.96 33.13 15.2 8.08 24.11 03-2020 03-2023
16.23 14.68 17.75 13.2 1.7 15.46 02-2020 02-2023
13.13 13.33 14.31 12.16 0.76 13.23 01-2020 01-2023
13.85 14.22 15.79 12.31 1.24 14.04 12-2019 12-2022
14.22 14.86 16.01 13.08 1.06 14.54 11-2019 11-2022
13.93 14.09 16.49 11.58 1.74 14.02 10-2019 10-2022
14.99 14.59 17.58 12.07 1.95 14.81 09-2019 09-2022
15.49 15.68 17 14.19 1 15.59 08-2019 08-2022
10.61 11.8 13.64 8.82 1.76 11.22 07-2019 07-2022
8.38 10.43 11.44 7.39 1.6 9.41 06-2019 06-2022
11.37 10.86 13.93 8.37 1.97 11.13 05-2019 05-2022

Rolling return for 5 year

Average return: 14.99
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.84 18.27 22.83 16.35 2.46 19.57 04-2020 04-2025
22.51 15.3 24.62 13.35 4.73 18.95 03-2020 03-2025
13.53 13.36 15.18 11.74 1.22 13.45 02-2020 02-2025
12.57 13.15 13.74 11.99 0.65 12.86 01-2020 01-2025
13.37 13.8 14.74 12.45 0.82 13.59 12-2019 12-2024
13.29 13.78 14.46 12.61 0.68 13.54 11-2019 11-2024
15.27 14.95 16.4 13.84 0.91 15.12 10-2019 10-2024
16.52 15.79 17.59 14.74 1.04 16.16 09-2019 09-2024
15.46 15.73 16.52 14.68 0.66 15.6 08-2019 08-2024
14.27 14.18 15.31 13.15 0.76 14.23 07-2019 07-2024
11.87 13.14 13.76 11.26 0.99 12.51 06-2019 06-2024
13.28 12.24 14.09 11.44 1.01 12.76 05-2019 05-2024
12.85 13.18 13.71 12.33 0.5 13.02 04-2019 04-2024
14.65 13.58 15.33 12.91 0.94 14.12 03-2019 03-2024
14.93 14.34 15.47 13.8 0.63 14.63 02-2019 02-2024
14.99 15.07 15.84 14.23 0.57 15.03 01-2019 01-2024
14.56 15.2 16.04 13.72 0.85 14.88 12-2018 12-2023
13.79 13.58 14.85 12.52 0.83 13.69 11-2018 11-2023
14.72 14.18 15.99 12.93 1.1 14.46 10-2018 10-2023
13.91 13.58 14.72 12.77 0.7 13.75 09-2018 09-2023
13.57 12.86 14.05 12.39 0.64 13.22 08-2018 08-2023
15.08 14.32 16.06 13.35 1 14.7 07-2018 07-2023
14.71 14.66 15.32 14.05 0.45 14.69 06-2018 06-2023
14.57 14.63 15.27 13.93 0.47 14.6 05-2018 05-2023
15.43 14.37 16.12 13.69 0.94 14.9 04-2018 04-2023
15.03 15 16.08 13.96 0.75 15.02 03-2018 03-2023
14.59 13.82 15.48 12.94 0.94 14.21 02-2018 02-2023
14.94 13.23 15.66 12.53 1.26 14.09 01-2018 01-2023
15.55 15.89 16.72 14.73 0.71 15.72 12-2017 12-2022
15.38 15.79 16.46 14.71 0.64 15.59 11-2017 11-2022
15.45 15.5 17 13.97 1.07 15.48 10-2017 10-2022
15.5 16.03 17.05 14.49 0.92 15.77 09-2017 09-2022
15.76 15.56 16.67 14.67 0.71 15.67 08-2017 08-2022
13.83 14.5 15.68 12.66 1.09 14.17 07-2017 07-2022
13.24 14.63 15.16 12.73 0.99 13.94 06-2017 06-2022
14.45 14.8 16.03 13.24 0.99 14.63 05-2017 05-2022
15.69 16.85 17.54 15.01 0.98 16.27 04-2017 04-2022
15.11 16.39 17.28 14.24 1.17 15.76 03-2017 03-2022
16.89 18 19.13 15.78 1.25 17.45 02-2017 02-2022
19.46 19.97 21.02 18.43 0.93 19.72 01-2017 01-2022
19.31 19.9 20.68 18.54 0.78 19.61 12-2016 12-2021
19.87 19.83 21.44 18.28 1.12 19.86 11-2016 11-2021
19.28 19.55 20.34 18.49 0.66 19.41 10-2016 10-2021
18.12 18.34 19.46 17.01 0.87 18.23 09-2016 09-2021
16.59 17.54 18.55 15.59 1.1 17.07 08-2016 08-2021
16.68 16.11 17.14 15.65 0.56 16.39 07-2016 07-2021
17.24 16.9 17.68 16.46 0.45 17.07 06-2016 06-2021
17.56 16.99 19.14 15.45 1.32 17.29 05-2016 05-2021
17.91 17.62 19.06 16.49 0.91 17.77 04-2016 04-2021
19.5 18.63 20.74 17.41 1.22 19.07 03-2016 03-2021
20.81 20.13 22.46 18.51 1.42 20.48 02-2016 02-2021
18.18 17.53 19.85 15.89 1.42 17.86 01-2016 01-2021
15.32 16.28 17.4 14.22 1.17 15.8 12-2015 12-2020
12.46 14.3 15.16 11.63 1.41 13.39 11-2015 11-2020
10.59 11.05 12.16 9.5 0.95 10.82 10-2015 10-2020
10.38 10.94 12.07 9.28 1.01 10.67 09-2015 09-2020
10.18 9.57 11.77 8.01 1.35 9.88 08-2015 08-2020
7.9 8.61 9.44 7.09 0.87 8.26 07-2015 07-2020
7.32 7.36 8.66 6.03 0.93 7.34 06-2015 06-2020
5.1 5.78 6.81 4.09 0.99 5.44 05-2015 05-2020

Rolling return for 7 year

Average return: 14.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.39 13.49 14.72 12.17 0.9 13.44 04-2018 04-2025
13.75 14.38 15.15 12.99 0.8 14.07 03-2018 03-2025
13.14 13.13 14.31 11.97 0.83 13.14 02-2018 02-2025
14.02 13.13 14.86 12.3 0.96 13.58 01-2018 01-2025
14.71 15.11 15.7 14.13 0.57 14.91 12-2017 12-2024
14.38 14.75 15.22 13.91 0.48 14.57 11-2017 11-2024
15.98 15.71 16.79 14.92 0.67 15.85 10-2017 10-2024
16.44 16.48 17.21 15.72 0.53 16.46 09-2017 09-2024
15.67 15.64 16.42 14.88 0.54 15.65 08-2017 08-2024
15.55 15.45 16.3 14.7 0.57 15.5 07-2017 07-2024
14.39 15.39 15.77 14.02 0.71 14.89 06-2017 06-2024
14.95 14.66 15.54 14.08 0.53 14.81 05-2017 05-2024
15.21 15.35 15.84 14.73 0.4 15.28 04-2017 04-2024
15.82 15.68 16.31 15.2 0.4 15.75 03-2017 03-2024
16.49 16.09 16.89 15.71 0.44 16.3 02-2017 02-2024
17.58 17.46 18.19 16.85 0.48 17.52 01-2017 01-2024
17.33 17.86 18.41 16.78 0.61 17.59 12-2016 12-2023
16.35 16.02 17.13 15.25 0.67 16.19 11-2016 11-2023
15.36 15.73 16.28 14.82 0.53 15.55 10-2016 10-2023
15.53 15.34 16.12 14.76 0.49 15.44 09-2016 09-2023
15.65 15.29 16 14.95 0.39 15.47 08-2016 08-2023
15.89 15.86 16.6 15.17 0.51 15.88 07-2016 07-2023
15.83 15.72 16.27 15.28 0.35 15.77 06-2016 06-2023
16.74 15.74 17.25 15.23 0.8 16.24 05-2016 05-2023
16.48 15.96 16.98 15.47 0.56 16.22 04-2016 04-2023
16.88 16.17 17.64 15.42 0.82 16.53 03-2016 03-2023
18.13 17.17 18.79 16.52 0.87 17.65 02-2016 02-2023
16.89 15.78 17.41 15.27 0.85 16.34 01-2016 01-2023
15.91 15.96 16.75 15.12 0.58 15.94 12-2015 12-2022
15.61 15.76 16.38 14.99 0.49 15.68 11-2015 11-2022
13.95 14.23 15.04 13.14 0.68 14.09 10-2015 10-2022
14.66 14.93 15.76 13.84 0.69 14.8 09-2015 09-2022
14.59 13.61 15.23 12.98 0.87 14.1 08-2015 08-2022
12.07 12.77 13.38 11.47 0.72 12.42 07-2015 07-2022
12.07 12.44 13.42 11.11 0.83 12.26 06-2015 06-2022
12.3 12.62 13.4 11.52 0.67 12.46 05-2015 05-2022
12.71 12.92 13.99 11.65 0.83 12.82 04-2015 04-2022
11.75 11.79 13.25 10.31 1.04 11.78 03-2015 03-2022
11.48 12.35 13 10.84 0.82 11.92 02-2015 02-2022
13.18 12.63 14.23 11.59 0.95 12.91 01-2015 01-2022
12.72 12.58 13.65 11.67 0.7 12.65 12-2014 12-2021
12.54 12.98 13.59 11.93 0.61 12.76 11-2014 11-2021
14.1 13.77 14.83 13.05 0.64 13.94 10-2014 10-2021
13.47 13.68 14.39 12.77 0.58 13.58 09-2014 09-2021
12.67 13.31 14.03 11.96 0.77 12.99 08-2014 08-2021
12.71 12.18 13.03 11.86 0.45 12.45 07-2014 07-2021
12.67 12.37 12.97 12.07 0.34 12.52 06-2014 06-2021
13.5 12.68 14.58 11.61 1.09 13.09 05-2014 05-2021
13.7 13.97 14.49 13.18 0.47 13.84 04-2014 04-2021
15.26 14.61 16.11 13.77 0.86 14.94 03-2014 03-2021
16.11 16.33 17.24 15.2 0.73 16.22 02-2014 02-2021
15.12 15.48 16.28 14.33 0.7 15.3 01-2014 01-2021
13.92 14.6 15.39 13.15 0.83 14.27 12-2013 12-2020
12.75 13.65 14.68 11.74 1.09 13.21 11-2013 11-2020
12.67 12.08 13.8 10.96 1.03 12.38 10-2013 10-2020
12.78 11.84 14.01 10.64 1.24 12.32 09-2013 09-2020
13.3 13.06 14.46 11.91 0.91 13.18 08-2013 08-2020
11.31 11.65 12.44 10.53 0.69 11.48 07-2013 07-2020
10.72 10.85 11.71 9.87 0.65 10.79 06-2013 06-2020
8.22 8.7 9.47 7.46 0.73 8.46 05-2013 05-2020
8.29 10.11 11.26 7.17 1.58 9.21 04-2013 04-2020
6.95 12.23 13.06 6.17 3.07 9.6 03-2013 03-2020
12.97 13.59 14.26 12.31 0.72 13.28 02-2013 02-2020
14.28 13.66 14.7 13.24 0.56 13.97 01-2013 01-2020
14.32 14.58 14.99 13.91 0.39 14.45 12-2012 12-2019
14.87 14.42 15.37 13.93 0.53 14.65 11-2012 11-2019
13.59 14.03 14.61 13.01 0.59 13.81 10-2012 10-2019
14.22 14.03 15.48 12.78 0.96 14.13 09-2012 09-2019
14.51 14.46 15.07 13.9 0.41 14.48 08-2012 08-2019
15.76 15.68 16.58 14.87 0.61 15.72 07-2012 07-2019
17.05 15.87 17.5 15.42 0.85 16.46 06-2012 06-2019
16.17 16.26 17.53 14.9 0.93 16.22 05-2012 05-2019
15.54 15.33 15.92 14.95 0.35 15.43 04-2012 04-2019
14.44 14.64 15.7 13.39 0.82 14.54 03-2012 03-2019
13.92 13.5 14.73 12.71 0.73 13.71 02-2012 02-2019
16.06 14.62 16.61 14.08 1.03 15.34 01-2012 01-2019
16.24 14.98 16.85 14.38 0.98 15.61 12-2011 12-2018
15.39 14.35 16.31 13.44 1.08 14.87 11-2011 11-2018
14.28 13.77 15.57 12.5 1.1 14.03 10-2011 10-2018
15.16 14.92 15.98 14.1 0.67 15.04 09-2011 09-2018
15.37 13.96 16.24 13.11 1.21 14.67 08-2011 08-2018
12.21 12.69 13.43 11.47 0.71 12.45 07-2011 07-2018
12.81 11.88 13.27 11.42 0.73 12.34 06-2011 06-2018
12.36 11.74 12.81 11.3 0.58 12.05 05-2011 05-2018

Rolling return for 10 year

Average return: 12.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.86 12.03 12.78 11.12 0.59 11.95 04-2015 04-2025
11.92 11.85 12.88 10.9 0.7 11.89 03-2015 03-2025
11.41 11.76 12.21 10.96 0.46 11.59 02-2015 02-2025
12.36 11.82 12.94 11.25 0.63 12.09 01-2015 01-2025
12.6 12.53 13.28 11.86 0.5 12.57 12-2014 12-2024
12.06 12.21 12.64 11.63 0.36 12.14 11-2014 11-2024
13.11 12.93 13.66 12.38 0.46 13.02 10-2014 10-2024
13.28 13.31 13.81 12.79 0.36 13.3 09-2014 09-2024
13.24 13.26 13.76 12.74 0.36 13.25 08-2014 08-2024
13.26 13.18 13.78 12.67 0.39 13.22 07-2014 07-2024
12.3 12.82 13.24 11.88 0.51 12.56 06-2014 06-2024
13.56 12.64 13.97 12.24 0.69 13.1 05-2014 05-2024
13.7 13.77 14.13 13.34 0.28 13.74 04-2014 04-2024
14.73 14.02 15.06 13.69 0.55 14.38 03-2014 03-2024
15.25 14.89 15.52 14.62 0.34 15.07 02-2014 02-2024
15.15 15.02 15.57 14.6 0.35 15.09 01-2014 01-2024
14.56 14.75 15.3 14.01 0.46 14.66 12-2013 12-2023
14.29 14.1 14.82 13.57 0.45 14.2 11-2013 11-2023
14.75 14.15 15.38 13.53 0.69 14.45 10-2013 10-2023
15.79 14.66 16.21 14.25 0.8 15.23 09-2013 09-2023
15.86 15.1 16.1 14.86 0.51 15.48 08-2013 08-2023
14.86 14.78 15.35 14.3 0.37 14.82 07-2013 07-2023
14.86 14.55 15.17 14.25 0.34 14.71 06-2013 06-2023
13.94 13.73 14.29 13.38 0.33 13.84 05-2013 05-2023
14.36 13.87 14.7 13.53 0.45 14.11 04-2013 04-2023
13.7 13.63 14.21 13.11 0.39 13.66 03-2013 03-2023
13.94 13.91 14.39 13.47 0.33 13.93 02-2013 02-2023
13.93 13.56 14.29 13.21 0.4 13.75 01-2013 01-2023
14.18 14.47 14.76 13.9 0.32 14.33 12-2012 12-2022
14.68 14.55 15.21 14.02 0.42 14.62 11-2012 11-2022
13.69 14.04 14.45 13.29 0.43 13.87 10-2012 10-2022
14.45 14.2 15.22 13.44 0.64 14.33 09-2012 09-2022
14.8 14.82 15.25 14.38 0.31 14.81 08-2012 08-2022
14.2 14.5 15.12 13.58 0.55 14.35 07-2012 07-2022
14.37 14.21 15.34 13.26 0.74 14.29 06-2012 06-2022
14.71 14.61 15.49 13.83 0.59 14.66 05-2012 05-2022
14.49 14.98 15.4 14.08 0.5 14.74 04-2012 04-2022
13.92 14.25 14.98 13.19 0.64 14.09 03-2012 03-2022
14.11 14.33 15.2 13.25 0.69 14.22 02-2012 02-2022
16.15 15.5 16.9 14.76 0.79 15.83 01-2012 01-2022
16.15 15.51 16.82 14.85 0.73 15.83 12-2011 12-2021
16.11 15.49 16.87 14.74 0.78 15.8 11-2011 11-2021
16.21 15.45 16.73 14.94 0.69 15.83 10-2011 10-2021
15.73 15.64 16.39 14.98 0.5 15.69 09-2011 09-2021
14.88 14.25 15.84 13.3 0.93 14.57 08-2011 08-2021
13.28 12.99 13.51 12.77 0.28 13.14 07-2011 07-2021
13.84 13.07 14.05 12.85 0.5 13.45 06-2011 06-2021
12.99 12.99 13.75 12.24 0.53 12.99 05-2011 05-2021
12.21 12.37 12.76 11.83 0.33 12.29 04-2011 04-2021
13.14 12.73 13.73 12.15 0.58 12.94 03-2011 03-2021
13.52 13.59 14.3 12.82 0.52 13.56 02-2011 02-2021
12.5 12.1 13.29 11.31 0.71 12.3 01-2011 01-2021
11.29 11.67 12.29 10.67 0.59 11.48 12-2010 12-2020
10.09 10.42 11.41 9.12 0.82 10.26 11-2010 11-2020
9.31 9.64 10.08 8.88 0.44 9.48 10-2010 10-2020
9.54 9.3 10.37 8.48 0.67 9.42 09-2010 09-2020
9.92 10.46 10.71 9.67 0.41 10.19 08-2010 08-2020
10.16 10.28 10.95 9.5 0.51 10.22 07-2010 07-2020
9.92 9.9 10.61 9.22 0.49 9.91 06-2010 06-2020
9.15 9.33 10.04 8.45 0.57 9.24 05-2010 05-2020
7.84 9.53 9.89 7.47 1.04 8.68 04-2010 04-2020
7.5 11.3 11.76 7.06 2.14 9.4 03-2010 03-2020
12.12 12.53 13.02 11.64 0.51 12.33 02-2010 02-2020
12.59 12.1 12.88 11.81 0.42 12.35 01-2010 01-2020
12.35 12.24 12.81 11.78 0.37 12.29 12-2009 12-2019
13.07 12.42 13.41 12.09 0.52 12.75 11-2009 11-2019
12.09 11.43 12.79 10.73 0.76 11.76 10-2009 10-2019
11.66 11.38 12.52 10.53 0.71 11.52 09-2009 09-2019
12.42 11.97 12.81 11.59 0.46 12.2 08-2009 08-2019
14.34 12.85 14.9 12.3 1.06 13.6 07-2009 07-2019
13.78 12.86 14.09 12.55 0.63 13.32 06-2009 06-2019
15.33 13.12 16.28 12.19 1.64 14.23 05-2009 05-2019
17.6 15.94 17.87 15.68 0.97 16.77 04-2009 04-2019
18.89 17.38 19.8 16.48 1.29 18.14 03-2009 03-2019
17.85 17.38 18.44 16.8 0.6 17.62 02-2009 02-2019
17.94 16.02 18.34 15.64 1.17 16.98 01-2009 01-2019
17.53 16.16 17.96 15.73 0.93 16.84 12-2008 12-2018
17.86 15.94 18.52 15.29 1.33 16.9 11-2008 11-2018
17.36 13.55 18.29 12.66 2.4 15.46 10-2008 10-2018
13.87 12.23 14.45 11.67 1.14 13.05 09-2008 09-2018
12.7 11.95 13.29 11.37 0.73 12.33 08-2008 08-2018
13.14 11.79 14 10.95 1.18 12.47 07-2008 07-2018
12.46 10.99 12.78 10.67 0.91 11.73 06-2008 06-2018
10.31 9.68 10.61 9.37 0.49 9.99 05-2008 05-2018
10.01 9.57 10.84 8.74 0.76 9.79 04-2008 04-2018
10.29 9.71 10.81 9.2 0.61 10 03-2008 03-2018
9.36 8.93 10.15 8.14 0.73 9.14 02-2008 02-2018
9.2 7.93 10.36 6.79 1.34 8.57 01-2008 01-2018
7.47 7.03 7.86 6.65 0.46 7.25 12-2007 12-2017
7.88 7.21 8.2 6.9 0.52 7.55 11-2007 11-2017
7.6 6.94 8.3 6.25 0.76 7.27 10-2007 10-2017
8.78 8.13 9.25 7.66 0.61 8.46 09-2007 09-2017
9.74 9.23 10.26 8.71 0.58 9.48 08-2007 08-2017
9.05 8.97 9.62 8.41 0.43 9.01 07-2007 07-2017
9.19 9 9.44 8.76 0.25 9.1 06-2007 06-2017
8.95 8.91 9.54 8.34 0.42 8.93 05-2007 05-2017
9.68 8.6 10.01 8.28 0.72 9.14 04-2007 04-2017
9.48 9.01 9.89 8.59 0.49 9.24 03-2007 03-2017
8.56 7.85 9.07 7.34 0.66 8.21 02-2007 02-2017
7.7 7.37 8.17 6.9 0.46 7.54 01-2007 01-2017
7.82 7.33 8.17 6.98 0.45 7.58 12-2006 12-2016
7.93 7.83 8.66 7.12 0.55 7.88 11-2006 11-2016
9.45 8.92 9.81 8.56 0.48 9.19 10-2006 10-2016
10.26 9.91 10.78 9.4 0.5 10.09 09-2006 09-2016
10.76 10.32 11.23 9.85 0.51 10.54 08-2006 08-2016
11.4 11.04 11.9 10.55 0.49 11.22 07-2006 07-2016
12.45 11.01 12.83 10.64 0.93 11.73 06-2006 06-2016
10.04 9.01 11.04 8.03 1.12 9.53 05-2006 05-2016
9.16 9.07 9.83 8.41 0.5 9.12 04-2006 04-2016
9.25 9.11 10.22 8.16 0.73 9.19 03-2006 03-2016

Rolling return for 12 year

Average return: 12.6
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.35 13.44 14.13 12.67 0.52 13.4 04-2013 04-2025
13.18 13.5 13.99 12.69 0.47 13.34 03-2013 03-2025
13.2 13.49 13.89 12.82 0.39 13.35 02-2013 02-2025
13.56 13.45 14.05 12.96 0.39 13.5 01-2013 01-2025
13.92 14.26 14.49 13.69 0.31 14.09 12-2012 12-2024
14.21 14.15 14.7 13.66 0.37 14.18 11-2012 11-2024
14.29 14.41 14.75 13.95 0.29 14.35 10-2012 10-2024
15.17 14.76 15.61 14.32 0.48 14.96 09-2012 09-2024
14.91 14.99 15.34 14.55 0.28 14.95 08-2012 08-2024
15.14 15.05 15.57 14.62 0.34 15.1 07-2012 07-2024
14.86 14.72 15.67 13.92 0.62 14.79 06-2012 06-2024
14.96 14.56 15.3 14.22 0.41 14.76 05-2012 05-2024
14.41 14.43 14.77 14.07 0.25 14.42 04-2012 04-2024
14.53 14.2 14.81 13.92 0.34 14.37 03-2012 03-2024
14.34 13.85 14.57 13.63 0.37 14.1 02-2012 02-2024
15.61 14.81 15.97 14.46 0.6 15.21 01-2012 01-2024
15.54 15.07 16.16 14.46 0.62 15.31 12-2011 12-2023
14.72 14.03 15.16 13.59 0.61 14.38 11-2011 11-2023
14.46 13.94 14.99 13.42 0.58 14.2 10-2011 10-2023
14.63 14.36 14.97 14.02 0.35 14.5 09-2011 09-2023
14.62 13.5 14.82 13.3 0.67 14.06 08-2011 08-2023
13.4 13.36 13.8 12.96 0.3 13.38 07-2011 07-2023
13.6 13.03 13.85 12.78 0.43 13.31 06-2011 06-2023
13.28 12.94 13.57 12.65 0.35 13.11 05-2011 05-2023
12.34 12.29 12.62 12.02 0.21 12.32 04-2011 04-2023
12.71 12.31 13.14 11.88 0.47 12.51 03-2011 03-2023
13.22 13 13.59 12.63 0.35 13.11 02-2011 02-2023
12.71 12 13 11.71 0.52 12.36 01-2011 01-2023
12.29 12.24 12.76 11.77 0.35 12.26 12-2010 12-2022
12.28 11.88 12.71 11.45 0.47 12.08 11-2010 11-2022
11.45 11.7 12.08 11.08 0.36 11.58 10-2010 10-2022
12.14 11.86 12.77 11.23 0.55 12 09-2010 09-2022
12.51 12.66 12.88 12.3 0.21 12.59 08-2010 08-2022
12.24 12.43 13 11.68 0.47 12.34 07-2010 07-2022
12.29 12.47 13.07 11.69 0.49 12.38 06-2010 06-2022
12.74 12.78 13.38 12.14 0.44 12.76 05-2010 05-2022
12.54 12.97 13.28 12.22 0.4 12.75 04-2010 04-2022
12.28 12.77 13.16 11.9 0.48 12.53 03-2010 03-2022
12.93 13.42 13.83 12.52 0.49 13.18 02-2010 02-2022
13.12 13.08 13.74 12.47 0.45 13.1 01-2010 01-2022
12.78 12.84 13.32 12.31 0.36 12.81 12-2009 12-2021
13.7 13.49 14.32 12.87 0.52 13.59 11-2009 11-2021
13.73 13 14.15 12.58 0.61 13.37 10-2009 10-2021
13.36 12.93 13.89 12.4 0.55 13.14 09-2009 09-2021
13.14 13.23 13.93 12.44 0.53 13.19 08-2009 08-2021
14.25 12.74 14.44 12.55 0.86 13.5 07-2009 07-2021
13.57 12.72 13.74 12.54 0.52 13.14 06-2009 06-2021
14.88 12.89 15.52 12.27 1.35 13.89 05-2009 05-2021
16.57 15.45 17.05 14.98 0.83 16.01 04-2009 04-2021
18.47 16.97 18.98 16.47 1.03 17.72 03-2009 03-2021
17.79 17.58 18.46 16.92 0.55 17.69 02-2009 02-2021
17.39 16.15 18.07 15.47 1.02 16.77 01-2009 01-2021
16.65 16.03 17.52 15.16 0.86 16.34 12-2008 12-2020
16.12 15.14 17.27 14.01 1.2 15.64 11-2008 11-2020
15.67 12.45 16.35 11.79 1.97 14.06 10-2008 10-2020
11.68 10.57 12.39 9.88 0.97 11.13 09-2008 09-2020
10.83 10.4 11.49 9.74 0.64 10.62 08-2008 08-2020
11.46 10.31 12.12 9.66 0.96 10.89 07-2008 07-2020
10.4 9.5 10.97 8.93 0.79 9.95 06-2008 06-2020
7.86 7.83 8.59 7.1 0.53 7.84 05-2008 05-2020
7.67 8.33 9.38 6.64 1 8.01 04-2008 04-2020
7.49 10.11 11.02 6.6 1.82 8.8 03-2008 03-2020
9.82 9.52 10.55 8.8 0.63 9.67 02-2008 02-2020
10.57 8.77 10.81 8.54 1.02 9.67 01-2008 01-2020
9.18 8.86 9.55 8.49 0.39 9.02 12-2007 12-2019
9.37 8.81 9.65 8.54 0.44 9.09 11-2007 11-2019
9.24 8.66 9.81 8.09 0.64 8.95 10-2007 10-2019
9.99 9.75 10.7 9.05 0.59 9.87 09-2007 09-2019
10.79 10.23 11.1 9.92 0.46 10.51 08-2007 08-2019
10.62 10.53 11.08 10.08 0.35 10.58 07-2007 07-2019
11.07 10.95 11.32 10.7 0.22 11.01 06-2007 06-2019
10.6 10.83 11.36 10.08 0.46 10.72 05-2007 05-2019
11.55 10.57 11.76 10.36 0.6 11.06 04-2007 04-2019
10.98 10.94 11.69 10.23 0.52 10.96 03-2007 03-2019
10.46 9.88 10.92 9.43 0.57 10.17 02-2007 02-2019
10.3 9.93 10.61 9.62 0.37 10.12 01-2007 01-2019
10.44 10.06 10.78 9.73 0.39 10.25 12-2006 12-2018
10.31 10.13 10.83 9.61 0.44 10.22 11-2006 11-2018
10.67 10.64 11.4 9.92 0.52 10.66 10-2006 10-2018
11.78 11.51 12.25 11.05 0.43 11.65 09-2006 09-2018
12.4 12.13 12.9 11.64 0.46 12.27 08-2006 08-2018
12.47 12.45 13.18 11.75 0.51 12.46 07-2006 07-2018
13.47 12.21 13.74 11.95 0.77 12.84 06-2006 06-2018
12 10.55 12.26 10.29 0.86 11.28 05-2006 05-2018
10.77 10.83 11.47 10.13 0.47 10.8 04-2006 04-2018
11.22 10.73 11.66 10.3 0.51 10.98 03-2006 03-2018

Rolling return for 15 year

Average return: 12.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.01 12.37 12.62 11.76 0.33 12.19 04-2010 04-2025
12.29 12.62 12.93 11.98 0.36 12.46 03-2010 03-2025
12.59 12.8 13.13 12.26 0.32 12.7 02-2010 02-2025
12.58 12.45 12.97 12.06 0.33 12.52 01-2010 01-2025
12.69 12.76 13.14 12.31 0.29 12.72 12-2009 12-2024
13.15 12.87 13.53 12.49 0.38 13.01 11-2009 11-2024
13.14 12.59 13.51 12.23 0.49 12.87 10-2009 10-2024
13.26 12.83 13.6 12.49 0.42 13.04 09-2009 09-2024
13.43 13.21 13.77 12.86 0.33 13.32 08-2009 08-2024
14.32 13.29 14.66 12.95 0.71 13.8 07-2009 07-2024
13.14 12.95 13.77 12.32 0.52 13.04 06-2009 06-2024
14.64 12.82 14.92 12.55 1.06 13.73 05-2009 05-2024
16 15.02 16.29 14.73 0.65 15.51 04-2009 04-2024
17.46 16.09 17.69 15.87 0.81 16.78 03-2009 03-2024
16.87 16.36 17.05 16.18 0.36 16.62 02-2009 02-2024
16.95 15.7 17.24 15.42 0.78 16.33 01-2009 01-2024
16.53 15.84 17.03 15.34 0.65 16.19 12-2008 12-2023
16.48 15.15 16.85 14.79 0.87 15.82 11-2008 11-2023
16.47 13.76 16.9 13.34 1.58 15.12 10-2008 10-2023
13.88 12.68 14.16 12.41 0.75 13.28 09-2008 09-2023
12.99 12.26 13.15 12.1 0.45 12.62 08-2008 08-2023
13.78 12.63 14.1 12.31 0.75 13.21 07-2008 07-2023
13.2 12.2 13.4 12 0.61 12.7 06-2008 06-2023
11.71 11.3 11.94 11.08 0.34 11.51 05-2008 05-2023
11.78 11.14 12.01 10.92 0.45 11.46 04-2008 04-2023
11.85 11.44 12.19 11.11 0.41 11.65 03-2008 03-2023
11.07 10.54 11.36 10.25 0.43 10.8 02-2008 02-2023
11.08 9.67 11.31 9.44 0.83 10.38 01-2008 01-2023
10.1 9.91 10.47 9.54 0.34 10 12-2007 12-2022
10.33 10 10.67 9.66 0.38 10.16 11-2007 11-2022
10.16 9.72 10.65 9.24 0.52 9.94 10-2007 10-2022
10.97 10.7 11.47 10.21 0.46 10.84 09-2007 09-2022
11.71 11.3 12 11.01 0.38 11.51 08-2007 08-2022
10.62 10.78 11.22 10.19 0.37 10.7 07-2007 07-2022
10.52 10.85 11.14 10.23 0.34 10.68 06-2007 06-2022
10.76 10.84 11.26 10.34 0.33 10.8 05-2007 05-2022
11.65 11.28 12.24 10.7 0.56 11.47 04-2007 04-2022
11.32 11.41 12.02 10.72 0.46 11.37 03-2007 03-2022
11.27 11.13 11.97 10.43 0.55 11.2 02-2007 02-2022
11.49 11.41 11.97 10.93 0.37 11.45 01-2007 01-2022
11.52 11.37 11.95 10.94 0.36 11.45 12-2006 12-2021
11.77 11.69 12.26 11.21 0.37 11.73 11-2006 11-2021
12.63 12.35 12.97 12.02 0.35 12.49 10-2006 10-2021
12.82 12.65 13.25 12.23 0.37 12.74 09-2006 09-2021
12.67 12.68 13.3 12.05 0.44 12.68 08-2006 08-2021
13.14 12.7 13.29 12.55 0.3 12.92 07-2006 07-2021
14.03 12.94 14.17 12.8 0.62 13.48 06-2006 06-2021
12.49 11.61 12.99 11.12 0.73 12.05 05-2006 05-2021
12 11.85 12.37 11.49 0.32 11.93 04-2006 04-2021
12.56 12.2 12.95 11.81 0.42 12.38 03-2006 03-2021