NIFTY TOP 15 EQUAL WEIGHT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 6.82
Weighted mean CAGR by duration 12.29
Mean CAGR 13.19
Standard deviation CAGR 1.93
Range for CAGR 5.67

Summary

Duration Min Max Median Average XIRR (%)
1 year -1.38 29.52 14.76 14.82
3 year 7.05 35.82 15.66 17.15
5 year -0.49 27.28 13.55 13.05
7 year 3.89 16.25 12.50 12.15
10 year 4.42 18.13 11.57 11.48
12 year 4.86 17.20 11.50 11.63
15 year 8.78 16.66 11.82 12.03

Rolling return for 1 year

Average return: 14.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.93 6.38 9.95 -1.38 4.3 4.22 04-2024 04-2025
3.87 9.98 12.63 1.43 4.51 6.98 03-2024 03-2025
5.89 11.75 14.97 2.92 4.74 8.88 02-2024 02-2025
8.75 10.15 14.07 5.01 3.24 9.49 01-2024 01-2025
12.81 12.87 19.38 6.65 4.5 12.93 12-2023 12-2024
17.87 17.74 22.76 13.05 3.43 17.86 11-2023 11-2024
21.08 22.53 29.52 14.55 5.32 21.92 10-2023 10-2024
22.34 24.6 28.9 18.25 3.85 23.52 09-2023 09-2024
20.02 21.87 25.59 16.46 3.29 20.98 08-2023 08-2024
17.79 18.2 22.67 13.5 3.25 18.04 07-2023 07-2024
12.8 18.62 21.92 9.75 4.77 15.77 06-2023 06-2024
17.52 16.94 22.22 12.45 3.46 17.28 05-2023 05-2024

Rolling return for 3 year

Average return: 17.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.75 11.32 13.59 8.55 1.79 11.05 04-2022 04-2025
14.26 13.35 17.38 10.33 2.51 13.83 03-2022 03-2025
12.49 12.13 15.62 9.1 2.31 12.33 02-2022 02-2025
11.84 11.51 13.64 9.75 1.38 11.69 01-2022 01-2025
13.83 13.71 16 11.58 1.56 13.78 12-2021 12-2024
12.59 11.62 14.12 10.12 1.46 12.11 11-2021 11-2024
12.33 13.06 14.88 10.55 1.55 12.71 10-2021 10-2024
14.6 14.53 16.61 12.55 1.44 14.57 09-2021 09-2024
16.38 14.9 18.15 13.17 1.84 15.65 08-2021 08-2024
16.62 17.45 18.21 15.87 0.88 17.04 07-2021 07-2024
13.83 16 16.82 13.03 1.54 14.92 06-2021 06-2024
16.4 15.39 17.93 13.9 1.47 15.9 05-2021 05-2024
17.22 16.31 18.51 15.04 1.27 16.77 04-2021 04-2024
16.05 14.54 16.97 13.63 1.3 15.3 03-2021 03-2024
14.98 13.05 16.08 11.98 1.6 14.02 02-2021 02-2024
17.05 15.73 18.43 14.39 1.5 16.4 01-2021 01-2024
18.26 17.28 20.5 15.11 1.94 17.79 12-2020 12-2023
21.47 17.7 23.17 16.08 2.84 19.61 11-2020 11-2023
23.36 23.11 25.66 20.85 1.7 23.24 10-2020 10-2023
27.01 23.96 28.46 22.56 2.35 25.5 09-2020 09-2023
24.82 22.44 26.08 21.22 1.91 23.64 08-2020 08-2023
26.54 25.56 28.12 24.02 1.49 26.06 07-2020 07-2023
27.75 26.36 28.93 25.21 1.4 27.06 06-2020 06-2023
31.03 29.27 32.97 27.38 2.07 30.16 05-2020 05-2023
32.55 25.94 34.3 24.29 4.24 29.27 04-2020 04-2023
33.75 17.85 35.82 16.05 8.97 25.87 03-2020 03-2023
17.11 15.29 18.67 13.78 1.84 16.21 02-2020 02-2023
14.36 14.34 15.55 13.16 0.85 14.35 01-2020 01-2023
15.15 15.64 17.08 13.74 1.19 15.4 12-2019 12-2022
15.33 15.68 16.65 14.37 0.82 15.51 11-2019 11-2022
15.17 15.25 18.15 12.36 2.05 15.23 10-2019 10-2022
16.48 15.28 18.97 12.87 2.2 15.9 09-2019 09-2022
16.3 16.63 17.81 15.13 0.95 16.47 08-2019 08-2022
11.78 12.38 15.25 8.99 2.22 12.1 07-2019 07-2022
8.44 9.87 11.29 7.05 1.58 9.16 06-2019 06-2022
10.98 10.58 13.69 7.95 2.03 10.8 05-2019 05-2022

Rolling return for 5 year

Average return: 13.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.65 20.78 25.53 18.97 2.53 22.23 04-2020 04-2025
25.24 16.9 27.28 15.02 5.24 21.11 03-2020 03-2025
15.21 15.11 17.13 13.23 1.38 15.17 02-2020 02-2025
14.04 14.41 15.13 13.32 0.65 14.22 01-2020 01-2025
14.48 14.93 15.79 13.64 0.78 14.71 12-2019 12-2024
14.11 14.47 15.05 13.54 0.55 14.29 11-2019 11-2024
16.15 15.99 17.73 14.44 1.16 16.08 10-2019 10-2024
17.84 16.86 19.08 15.64 1.26 17.36 09-2019 09-2024
16.6 16.95 17.66 15.9 0.63 16.78 08-2019 08-2024
15.97 15.16 16.91 14.22 0.99 15.57 07-2019 07-2024
13.16 14.04 14.93 12.28 0.99 13.6 06-2019 06-2024
14.42 13.42 15.32 12.53 1.05 13.92 05-2019 05-2024
13.5 13.7 14.25 12.96 0.46 13.6 04-2019 04-2024
14.84 13.77 15.39 13.23 0.85 14.31 03-2019 03-2024
14.86 14.35 15.52 13.7 0.67 14.61 02-2019 02-2024
14.71 14.78 15.51 13.98 0.54 14.74 01-2019 01-2024
14.19 14.45 15.48 13.17 0.82 14.32 12-2018 12-2023
13.66 13.15 14.61 12.21 0.87 13.41 11-2018 11-2023
14.55 13.82 15.83 12.56 1.18 14.19 10-2018 10-2023
13.18 12.48 13.95 11.72 0.83 12.83 09-2018 09-2023
12.23 11.65 12.91 10.98 0.71 11.94 08-2018 08-2023
13.8 13.11 14.64 12.27 0.87 13.46 07-2018 07-2023
13.24 13.14 13.86 12.52 0.48 13.19 06-2018 06-2023
12.63 13 13.63 12.01 0.59 12.82 05-2018 05-2023
12.95 12.34 13.84 11.46 0.87 12.65 04-2018 04-2023
12.77 12.75 13.82 11.72 0.74 12.77 03-2018 03-2023
12.37 11.75 13.26 10.87 0.87 12.06 02-2018 02-2023
12.51 11.43 13.2 10.75 0.95 11.97 01-2018 01-2023
13.56 13.62 14.7 12.49 0.78 13.59 12-2017 12-2022
13.65 13.76 14.43 12.98 0.51 13.71 11-2017 11-2022
13.36 13.71 15.1 11.99 1.11 13.54 10-2017 10-2022
13.45 13.91 14.9 12.48 0.87 13.69 09-2017 09-2022
13.63 13.21 14.52 12.34 0.78 13.43 08-2017 08-2022
11.24 12.28 13.3 10.24 1.14 11.77 07-2017 07-2022
10.44 11.71 12.17 9.98 0.9 11.07 06-2017 06-2022
11.45 12.08 13.07 10.47 0.95 11.77 05-2017 05-2022
13.48 14.16 14.86 12.79 0.77 13.82 04-2017 04-2022
12.03 13.67 14.41 11.31 1.24 12.86 03-2017 03-2022
13.9 15.3 16.01 13.2 1.11 14.6 02-2017 02-2022
16.14 16.33 17.47 15.02 0.87 16.24 01-2017 01-2022
15.72 16.28 17.12 14.89 0.81 16 12-2016 12-2021
15.97 15.83 17.52 14.3 1.14 15.91 11-2016 11-2021
15.08 15.5 16.19 14.39 0.65 15.29 10-2016 10-2021
14.2 14.09 15.44 12.86 0.91 14.15 09-2016 09-2021
12.33 13.48 14.23 11.6 1.01 12.91 08-2016 08-2021
12.54 12.08 12.98 11.64 0.5 12.31 07-2016 07-2021
13.13 12.96 13.61 12.49 0.4 13.05 06-2016 06-2021
13.09 12.95 14.57 11.49 1.09 13.03 05-2016 05-2021
13.02 12.9 14.3 11.64 0.94 12.96 04-2016 04-2021
14.61 14.29 16.06 12.86 1.14 14.45 03-2016 03-2021
15.91 15.82 17.76 14 1.33 15.87 02-2016 02-2021
13.64 12.85 15.22 11.31 1.41 13.26 01-2016 01-2021
10.91 11.6 12.73 9.81 1.06 11.26 12-2015 12-2020
7.56 9.79 10.53 6.84 1.52 8.68 11-2015 11-2020
6.27 6.38 7.58 5.08 0.88 6.33 10-2015 10-2020
5.79 7 8.08 4.74 1.26 6.4 09-2015 09-2020
5.78 5.27 7.66 3.43 1.51 5.54 08-2015 08-2020
3.52 3.96 4.78 2.71 0.75 3.74 07-2015 07-2020
2.94 2.96 4.19 1.73 0.87 2.96 06-2015 06-2020
0.42 1.21 2.14 -0.49 0.97 0.82 05-2015 05-2020

Rolling return for 7 year

Average return: 12.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.5 12.65 13.73 11.44 0.81 12.58 04-2018 04-2025
12.97 13.52 14.29 12.22 0.76 13.25 03-2018 03-2025
12.38 12.63 13.71 11.31 0.85 12.51 02-2018 02-2025
12.81 12.3 13.58 11.54 0.74 12.56 01-2018 01-2025
13.54 13.69 14.47 12.77 0.6 13.62 12-2017 12-2024
13.26 13.45 13.92 12.79 0.41 13.36 11-2017 11-2024
14.56 14.67 15.67 13.57 0.74 14.62 10-2017 10-2024
15.26 15.42 16.13 14.56 0.56 15.34 09-2017 09-2024
14.6 14.4 15.34 13.67 0.59 14.5 08-2017 08-2024
14.36 14.28 15.02 13.62 0.5 14.32 07-2017 07-2024
13.25 14.18 14.52 12.92 0.65 13.72 06-2017 06-2024
13.77 13.69 14.41 13.05 0.48 13.73 05-2017 05-2024
14.04 14.08 14.58 13.54 0.37 14.06 04-2017 04-2024
14.21 14.07 14.6 13.68 0.33 14.14 03-2017 03-2024
14.48 14.44 14.95 13.98 0.34 14.46 02-2017 02-2024
15.36 15.14 15.94 14.56 0.49 15.25 01-2017 01-2024
15.33 15.66 16.25 14.73 0.55 15.49 12-2016 12-2023
14.24 13.74 14.92 13.06 0.68 13.99 11-2016 11-2023
13.07 13.48 13.97 12.59 0.51 13.28 10-2016 10-2023
13.25 12.85 13.8 12.3 0.55 13.05 09-2016 09-2023
12.97 12.93 13.46 12.45 0.36 12.95 08-2016 08-2023
13.53 13.48 14.13 12.88 0.44 13.51 07-2016 07-2023
13.48 13.46 13.92 13.02 0.32 13.47 06-2016 06-2023
13.87 13.43 14.59 12.72 0.68 13.65 05-2016 05-2023
13.59 13.23 14.23 12.59 0.59 13.41 04-2016 04-2023
13.93 13.44 14.69 12.69 0.73 13.69 03-2016 03-2023
15.03 14.31 15.68 13.67 0.75 14.67 02-2016 02-2023
14.39 13.21 14.9 12.71 0.88 13.8 01-2016 01-2023
13.53 13.53 14.35 12.73 0.57 13.54 12-2015 12-2022
13.4 13.41 13.95 12.85 0.39 13.4 11-2015 11-2022
12.11 12.43 13.34 11.21 0.76 12.27 10-2015 10-2022
12.7 12.92 13.73 11.9 0.65 12.81 09-2015 09-2022
12.33 11.15 12.95 10.54 0.95 11.74 08-2015 08-2022
9.51 10.34 10.96 8.9 0.79 9.93 07-2015 07-2022
9.34 9.63 10.57 8.42 0.77 9.49 06-2015 06-2022
9.45 9.87 10.59 8.74 0.67 9.66 05-2015 05-2022
10.39 10.23 11.34 9.29 0.73 10.31 04-2015 04-2022
8.97 9.44 10.62 7.82 1 9.21 03-2015 03-2022
9.36 10.12 10.81 8.69 0.8 9.74 02-2015 02-2022
10.84 9.97 11.74 9.09 0.99 10.41 01-2015 01-2022
10.29 10.2 11.24 9.26 0.7 10.25 12-2014 12-2021
10.13 10.63 11.18 9.58 0.59 10.38 11-2014 11-2021
11.62 11.36 12.39 10.6 0.64 11.49 10-2014 10-2021
10.91 11.2 11.78 10.34 0.52 11.06 09-2014 09-2021
10.4 10.78 11.73 9.46 0.81 10.59 08-2014 08-2021
10.63 10.1 10.94 9.8 0.44 10.37 07-2014 07-2021
10.51 10.36 10.84 10.03 0.29 10.43 06-2014 06-2021
11.33 10.57 12.37 9.55 1.03 10.96 05-2014 05-2021
11.12 11.49 12.02 10.6 0.52 11.31 04-2014 04-2021
12.79 12.46 13.81 11.45 0.84 12.63 03-2014 03-2021
13.79 14.15 15.09 12.87 0.8 13.97 02-2014 02-2021
12.69 13.01 13.8 11.9 0.68 12.85 01-2014 01-2021
11.33 11.92 12.62 10.63 0.73 11.62 12-2013 12-2020
9.81 10.87 11.96 8.73 1.2 10.34 11-2013 11-2020
9.6 8.96 10.57 8 0.94 9.28 10-2013 10-2020
9.68 9.22 11.37 7.57 1.35 9.46 09-2013 09-2020
10.51 10.63 11.9 9.25 0.94 10.57 08-2013 08-2020
9.05 9.14 10 8.2 0.64 9.1 07-2013 07-2020
8.43 8.43 9.37 7.5 0.66 8.43 06-2013 06-2020
5.75 6.43 7.03 5.15 0.71 6.09 05-2013 05-2020
5.91 7.61 8.87 4.68 1.6 6.77 04-2013 04-2020
4.74 10.4 11.31 3.89 3.3 7.59 03-2013 03-2020
11.02 11.72 12.4 10.35 0.77 11.37 02-2013 02-2020
11.69 11.66 12.2 11.15 0.37 11.68 01-2013 01-2020
11.89 12.22 12.48 11.63 0.32 12.05 12-2012 12-2019
12.76 12.27 13.17 11.87 0.49 12.52 11-2012 11-2019
11.63 12.3 12.82 11.12 0.65 11.97 10-2012 10-2019
12.26 12.27 13.78 10.76 1.07 12.27 09-2012 09-2019
12.46 12.41 12.95 11.93 0.36 12.44 08-2012 08-2019
13.35 13.5 14.58 12.28 0.81 13.43 07-2012 07-2019
14.73 13.86 15.36 13.24 0.81 14.3 06-2012 06-2019
13.84 13.87 15.2 12.53 0.94 13.86 05-2012 05-2019
13.3 13.23 13.69 12.84 0.3 13.27 04-2012 04-2019
12.44 12.51 13.57 11.38 0.77 12.47 03-2012 03-2019
11.94 11.49 12.75 10.68 0.75 11.71 02-2012 02-2019
14.29 12.52 14.81 12.01 1.17 13.41 01-2012 01-2019
14.68 13.39 15.42 12.66 1.08 14.04 12-2011 12-2018
13.6 12.52 14.65 11.49 1.18 13.06 11-2011 11-2018
12.5 11.95 13.91 10.56 1.2 12.23 10-2011 10-2018
13.6 13.57 14.66 12.52 0.76 13.59 09-2011 09-2018
13.97 12.52 14.89 11.62 1.26 13.25 08-2011 08-2018
10.88 11.22 11.95 10.15 0.65 11.05 07-2011 07-2018
11.4 10.69 11.91 10.18 0.66 11.04 06-2011 06-2018
10.99 10.37 11.43 9.94 0.57 10.68 05-2011 05-2018

Rolling return for 10 year

Average return: 11.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.5 10.56 11.34 9.72 0.57 10.53 04-2015 04-2025
10.53 10.6 11.43 9.71 0.61 10.57 03-2015 03-2025
10.29 10.72 11.2 9.82 0.51 10.51 02-2015 02-2025
11.14 10.43 11.67 9.91 0.67 10.79 01-2015 01-2025
11.34 11.24 11.97 10.61 0.48 11.29 12-2014 12-2024
10.86 10.92 11.31 10.47 0.3 10.89 11-2014 11-2024
11.83 11.86 12.59 11.11 0.52 11.85 10-2014 10-2024
12.01 12.19 12.59 11.6 0.36 12.1 09-2014 09-2024
12.16 12 12.67 11.49 0.42 12.08 08-2014 08-2024
12.39 12.25 12.85 11.8 0.37 12.32 07-2014 07-2024
11.5 12.02 12.37 11.16 0.47 11.76 06-2014 06-2024
12.83 12 13.27 11.56 0.67 12.41 05-2014 05-2024
12.92 12.92 13.29 12.54 0.27 12.92 04-2014 04-2024
13.76 13.08 14.03 12.81 0.49 13.42 03-2014 03-2024
14.15 13.82 14.47 13.5 0.36 13.98 02-2014 02-2024
13.98 13.82 14.38 13.42 0.34 13.9 01-2014 01-2024
13.36 13.5 14 12.87 0.4 13.43 12-2013 12-2023
13.18 12.88 13.65 12.4 0.45 13.03 11-2013 11-2023
13.56 13.02 14.19 12.4 0.66 13.29 10-2013 10-2023
14.62 13.45 15.01 13.07 0.8 14.04 09-2013 09-2023
14.62 14.05 14.96 13.7 0.49 14.33 08-2013 08-2023
14.03 13.82 14.45 13.4 0.38 13.93 07-2013 07-2023
13.9 13.52 14.21 13.21 0.38 13.71 06-2013 06-2023
12.77 12.82 13.27 12.32 0.34 12.79 05-2013 05-2023
13.28 12.81 13.73 12.36 0.51 13.05 04-2013 04-2023
12.71 12.59 13.23 12.07 0.41 12.65 03-2013 03-2023
12.81 12.78 13.26 12.34 0.33 12.8 02-2013 02-2023
12.49 12.45 12.83 12.11 0.25 12.47 01-2013 01-2023
12.86 13.24 13.42 12.67 0.3 13.05 12-2012 12-2022
13.53 13.28 13.91 12.9 0.37 13.41 11-2012 11-2022
12.68 13.18 13.55 12.32 0.47 12.93 10-2012 10-2022
13.51 13.16 14.23 12.45 0.64 13.34 09-2012 09-2022
13.6 13.66 14.04 13.22 0.29 13.63 08-2012 08-2022
12.87 13.17 13.91 12.13 0.64 13.02 07-2012 07-2022
12.8 12.65 13.69 11.78 0.68 12.73 06-2012 06-2022
12.97 12.88 13.79 12.06 0.61 12.93 05-2012 05-2022
12.98 13.34 13.66 12.65 0.38 13.16 04-2012 04-2022
12.19 12.63 13.38 11.45 0.7 12.41 03-2012 03-2022
12.6 12.74 13.63 11.71 0.68 12.67 02-2012 02-2022
14.67 13.71 15.32 13.06 0.87 14.19 01-2012 01-2022
14.51 13.77 15.19 13.09 0.79 14.14 12-2011 12-2021
14.36 13.62 15.12 12.86 0.84 13.99 11-2011 11-2021
14.41 13.57 14.96 13.02 0.75 13.99 10-2011 10-2021
13.93 13.79 14.55 13.17 0.49 13.86 09-2011 09-2021
12.97 12.27 13.92 11.34 0.95 12.62 08-2011 08-2021
11.31 11.02 11.53 10.8 0.28 11.16 07-2011 07-2021
11.73 11.11 11.97 10.88 0.44 11.42 06-2011 06-2021
10.85 10.84 11.58 10.12 0.52 10.85 05-2011 05-2021
9.81 10.1 10.43 9.48 0.35 9.96 04-2011 04-2021
10.89 10.62 11.59 9.92 0.6 10.75 03-2011 03-2021
11.24 11.48 12.13 10.6 0.55 11.36 02-2011 02-2021
10.06 9.74 10.82 8.98 0.66 9.9 01-2011 01-2021
9.05 9.24 9.94 8.35 0.57 9.14 12-2010 12-2020
7.75 8.29 9.22 6.83 0.87 8.02 11-2010 11-2020
6.82 6.95 7.48 6.3 0.42 6.89 10-2010 10-2020
6.88 6.93 8.03 5.79 0.79 6.91 09-2010 09-2020
7.4 8.12 8.35 7.18 0.49 7.76 08-2010 08-2020
7.72 7.73 8.38 7.08 0.46 7.73 07-2010 07-2020
7.51 7.47 8.16 6.83 0.47 7.49 06-2010 06-2020
6.67 6.79 7.58 5.89 0.6 6.73 05-2010 05-2020
5.13 6.75 7.18 4.71 1.04 5.94 04-2010 04-2020
4.92 8.96 9.48 4.42 2.29 6.95 03-2010 03-2020
9.84 10.28 10.79 9.33 0.54 10.06 02-2010 02-2020
10.31 9.83 10.66 9.48 0.45 10.07 01-2010 01-2020
10.06 9.92 10.47 9.51 0.34 9.99 12-2009 12-2019
11.04 10.29 11.32 10.01 0.53 10.66 11-2009 11-2019
9.94 9.76 10.76 8.95 0.64 9.85 10-2009 10-2019
9.61 9.62 10.65 8.6 0.72 9.62 09-2009 09-2019
10.34 9.86 10.67 9.52 0.44 10.1 08-2009 08-2019
11.98 10.83 12.84 9.99 1.09 11.41 07-2009 07-2019
11.94 11.26 12.37 10.83 0.6 11.6 06-2009 06-2019
13.53 11.61 14.48 10.69 1.5 12.58 05-2009 05-2019
15.92 14.38 16.2 14.11 0.92 15.15 04-2009 04-2019
17.3 15.67 18.13 14.86 1.29 16.49 03-2009 03-2019
16.35 15.89 16.95 15.31 0.6 16.12 02-2009 02-2019
16.49 14.86 16.86 14.5 1.01 15.68 01-2009 01-2019
16.32 15.21 16.85 14.69 0.86 15.77 12-2008 12-2018
16.62 14.8 17.37 14.06 1.34 15.71 11-2008 11-2018
16.06 12.47 17.08 11.49 2.35 14.28 10-2008 10-2018
12.8 11.49 13.53 10.77 1.08 12.15 09-2008 09-2018
11.94 11.4 12.57 10.78 0.66 11.67 08-2008 08-2018
12.73 11.28 13.49 10.53 1.17 12.01 07-2008 07-2018
11.89 10.48 12.24 10.13 0.9 11.19 06-2008 06-2018
9.84 9.24 10.15 8.94 0.48 9.54 05-2008 05-2018
9.84 9.23 10.57 8.5 0.76 9.54 04-2008 04-2018
9.97 9.28 10.49 8.77 0.66 9.63 03-2008 03-2018
9.45 8.92 10.19 8.19 0.73 9.19 02-2008 02-2018
9.52 7.9 10.39 7.06 1.31 8.72 01-2008 01-2018
7.55 7.3 8.06 6.79 0.46 7.43 12-2007 12-2017
8.01 7.55 8.33 7.24 0.42 7.78 11-2007 11-2017
7.96 7.22 8.62 6.57 0.77 7.59 10-2007 10-2017
9.13 8.38 9.6 7.91 0.65 8.76 09-2007 09-2017
10.22 9.81 10.85 9.19 0.6 10.02 08-2007 08-2017
9.86 9.57 10.35 9.08 0.46 9.71 07-2007 07-2017
10.32 9.95 10.55 9.73 0.32 10.14 06-2007 06-2017
10.25 9.93 10.74 9.45 0.47 10.09 05-2007 05-2017
11.23 9.93 11.57 9.6 0.83 10.58 04-2007 04-2017
11.25 10.65 11.61 10.29 0.51 10.95 03-2007 03-2017
10.35 9.51 10.69 9.17 0.61 9.93 02-2007 02-2017
9.74 9.29 10.28 8.76 0.56 9.52 01-2007 01-2017
9.69 9.31 10.09 8.91 0.44 9.5 12-2006 12-2016
9.94 9.92 10.74 9.13 0.57 9.93 11-2006 11-2016
11.53 10.97 11.87 10.64 0.48 11.25 10-2006 10-2016
12.24 12.01 12.91 11.35 0.56 12.13 09-2006 09-2016
12.91 12.38 13.28 12.02 0.48 12.65 08-2006 08-2016
13.6 13.07 14.06 12.61 0.55 13.34 07-2006 07-2016
14.51 12.86 14.83 12.54 1 13.68 06-2006 06-2016
12.14 10.86 12.93 10.08 1.1 11.5 05-2006 05-2016
10.97 10.99 11.65 10.31 0.47 10.98 04-2006 04-2016
11.25 10.98 12.1 10.14 0.7 11.12 03-2006 03-2016

Rolling return for 12 year

Average return: 11.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.97 12.91 13.68 12.2 0.52 12.94 04-2013 04-2025
12.84 13.06 13.6 12.3 0.47 12.95 03-2013 03-2025
12.75 13.12 13.52 12.35 0.43 12.93 02-2013 02-2025
12.66 12.79 13.11 12.35 0.27 12.73 01-2013 01-2025
12.96 13.34 13.5 12.81 0.28 13.15 12-2012 12-2024
13.32 13.18 13.71 12.8 0.33 13.25 11-2012 11-2024
13.49 13.83 14.13 13.19 0.35 13.66 10-2012 10-2024
14.55 14.16 15.05 13.66 0.51 14.36 09-2012 09-2024
14.17 14.28 14.6 13.85 0.27 14.22 08-2012 08-2024
14.43 14.19 14.82 13.8 0.37 14.31 07-2012 07-2024
14.07 13.94 14.81 13.2 0.57 14 06-2012 06-2024
14.08 13.68 14.45 13.31 0.43 13.88 05-2012 05-2024
13.39 13.43 13.7 13.12 0.21 13.41 04-2012 04-2024
13.43 13.03 13.66 12.81 0.33 13.23 03-2012 03-2024
13.15 12.67 13.42 12.4 0.4 12.91 02-2012 02-2024
14.46 13.45 14.8 13.12 0.69 13.96 01-2012 01-2024
14.48 13.83 15.02 13.3 0.65 14.16 12-2011 12-2023
13.63 12.78 14.02 12.39 0.65 13.2 11-2011 11-2023
13.35 12.72 13.87 12.2 0.63 13.03 10-2011 10-2023
13.42 13.11 13.74 12.79 0.35 13.27 09-2011 09-2023
13.24 12.15 13.53 11.87 0.7 12.7 08-2011 08-2023
12.08 12 12.43 11.66 0.27 12.04 07-2011 07-2023
12.16 11.7 12.42 11.45 0.38 11.93 06-2011 06-2023
11.67 11.46 12.08 11.05 0.37 11.57 05-2011 05-2023
10.66 10.75 11.02 10.38 0.23 10.7 04-2011 04-2023
11.12 10.73 11.54 10.31 0.46 10.93 03-2011 03-2023
11.51 11.34 11.88 10.97 0.33 11.43 02-2011 02-2023
11.08 10.45 11.36 10.17 0.48 10.77 01-2011 01-2023
10.86 10.73 11.32 10.27 0.37 10.79 12-2010 12-2022
11.09 10.61 11.4 10.3 0.42 10.85 11-2010 11-2022
10.11 10.36 10.81 9.66 0.42 10.23 10-2010 10-2022
10.71 10.35 11.3 9.77 0.56 10.53 09-2010 09-2022
10.95 11.11 11.31 10.75 0.21 11.03 08-2010 08-2022
10.59 10.88 11.43 10.03 0.51 10.73 07-2010 07-2022
10.56 10.69 11.28 9.97 0.47 10.62 06-2010 06-2022
11.04 11.03 11.72 10.36 0.48 11.04 05-2010 05-2022
11.02 11.22 11.58 10.66 0.33 11.12 04-2010 04-2022
10.57 11.1 11.54 10.13 0.53 10.84 03-2010 03-2022
11.38 11.8 12.23 10.95 0.48 11.59 02-2010 02-2022
11.47 11.29 12 10.77 0.44 11.38 01-2010 01-2022
10.95 11.03 11.5 10.48 0.36 10.99 12-2009 12-2021
11.93 11.67 12.55 11.06 0.53 11.8 11-2009 11-2021
11.89 11.49 12.34 11.05 0.48 11.69 10-2009 10-2021
11.72 11.36 12.23 10.86 0.5 11.54 09-2009 09-2021
11.41 11.5 12.19 10.73 0.52 11.46 08-2009 08-2021
12.48 10.99 12.66 10.81 0.84 11.73 07-2009 07-2021
11.97 11.24 12.17 11.05 0.47 11.61 06-2009 06-2021
13.19 11.43 13.81 10.83 1.22 12.31 05-2009 05-2021
14.59 13.62 15.13 13.09 0.8 14.11 04-2009 04-2021
16.58 15.16 17.2 14.55 1.06 15.87 03-2009 03-2021
16.07 15.97 16.84 15.2 0.58 16.02 02-2009 02-2021
15.61 14.61 16.27 13.95 0.89 15.11 01-2009 01-2021
14.96 14.38 15.73 13.61 0.78 14.67 12-2008 12-2020
14.21 13.4 15.51 12.12 1.23 13.81 11-2008 11-2020
13.68 10.5 14.26 9.93 1.9 12.09 10-2008 10-2020
9.65 8.98 10.64 8.01 0.96 9.32 09-2008 09-2020
9.05 8.9 9.85 8.11 0.62 8.98 08-2008 08-2020
9.95 8.7 10.5 8.16 0.94 9.33 07-2008 07-2020
8.78 7.89 9.33 7.35 0.77 8.34 06-2008 06-2020
6.21 6.23 6.96 5.48 0.52 6.22 05-2008 05-2020
6.02 6.65 7.74 4.95 1.01 6.34 04-2008 04-2020
5.82 8.64 9.64 4.86 1.96 7.24 03-2008 03-2020
8.8 8.54 9.59 7.76 0.65 8.67 02-2008 02-2020
9.56 7.79 9.85 7.5 1.04 8.68 01-2008 01-2020
8.16 7.85 8.49 7.52 0.36 8 12-2007 12-2019
8.53 8.11 8.76 7.88 0.34 8.32 11-2007 11-2019
8.41 7.91 9.09 7.24 0.68 8.16 10-2007 10-2019
9.11 8.96 9.98 8.1 0.67 9.04 09-2007 09-2019
10.14 9.56 10.42 9.28 0.45 9.85 08-2007 08-2019
9.95 9.99 10.65 9.3 0.48 9.97 07-2007 07-2019
10.85 10.7 11.21 10.35 0.31 10.78 06-2007 06-2019
10.56 10.66 11.33 9.9 0.51 10.61 05-2007 05-2019
11.91 10.77 12.14 10.54 0.69 11.34 04-2007 04-2019
11.48 11.33 12.13 10.68 0.52 11.41 03-2007 03-2019
10.88 10.35 11.35 9.88 0.55 10.62 02-2007 02-2019
10.92 10.39 11.22 10.09 0.44 10.66 01-2007 01-2019
11.07 10.82 11.49 10.41 0.39 10.95 12-2006 12-2018
10.88 10.79 11.47 10.2 0.45 10.84 11-2006 11-2018
11.18 11.25 12 10.44 0.55 11.22 10-2006 10-2018
12.44 12.3 13.05 11.69 0.48 12.37 09-2006 09-2018
13.23 13.01 13.76 12.48 0.46 13.12 08-2006 08-2018
13.48 13.29 14.12 12.66 0.52 13.39 07-2006 07-2018
14.43 13.1 14.74 12.8 0.83 13.77 06-2006 06-2018
12.93 11.46 13.19 11.2 0.87 12.2 05-2006 05-2018
11.66 11.73 12.28 11.11 0.41 11.7 04-2006 04-2018
12.17 11.67 12.61 11.24 0.52 11.92 03-2006 03-2018

Rolling return for 15 year

Average return: 12.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.97 11.24 11.53 10.68 0.32 11.11 04-2010 04-2025
11.3 11.55 11.9 10.95 0.35 11.42 03-2010 03-2025
11.6 11.87 12.21 11.26 0.35 11.73 02-2010 02-2025
11.54 11.34 11.9 10.98 0.33 11.44 01-2010 01-2025
11.52 11.56 11.94 11.14 0.28 11.54 12-2009 12-2024
12.06 11.66 12.36 11.36 0.38 11.86 11-2009 11-2024
11.98 11.8 12.48 11.3 0.42 11.89 10-2009 10-2024
12.29 11.98 12.68 11.59 0.4 12.13 09-2009 09-2024
12.39 12.17 12.73 11.83 0.33 12.28 08-2009 08-2024
13.3 12.25 13.6 11.95 0.69 12.78 07-2009 07-2024
12.34 12.18 12.93 11.6 0.47 12.26 06-2009 06-2024
13.83 12.21 14.13 11.92 0.97 13.02 05-2009 05-2024
15.11 14.16 15.36 13.9 0.62 14.63 04-2009 04-2024
16.48 15.03 16.66 14.85 0.82 15.75 03-2009 03-2024
15.85 15.38 16.07 15.16 0.36 15.62 02-2009 02-2024
15.89 14.83 16.16 14.57 0.68 15.36 01-2009 01-2024
15.61 14.95 16.04 14.52 0.59 15.28 12-2008 12-2023
15.62 14.24 15.95 13.93 0.86 14.93 11-2008 11-2023
15.55 12.91 15.98 12.5 1.54 14.23 10-2008 10-2023
12.92 11.82 13.18 11.57 0.69 12.37 09-2008 09-2023
12.04 11.48 12.26 11.26 0.41 11.76 08-2008 08-2023
13.08 11.88 13.36 11.61 0.75 12.48 07-2008 07-2023
12.34 11.36 12.54 11.15 0.6 11.85 06-2008 06-2023
10.77 10.48 11.09 10.16 0.34 10.62 05-2008 05-2023
10.86 10.26 11.16 9.97 0.47 10.56 04-2008 04-2023
10.9 10.43 11.24 10.09 0.44 10.66 03-2008 03-2023
10.42 9.86 10.71 9.57 0.45 10.14 02-2008 02-2023
10.51 9.07 10.73 8.84 0.84 9.79 01-2008 01-2023
9.52 9.37 9.88 9 0.32 9.44 12-2007 12-2022
9.86 9.58 10.11 9.33 0.29 9.72 11-2007 11-2022
9.73 9.34 10.29 8.78 0.55 9.54 10-2007 10-2022
10.55 10.19 11.02 9.73 0.47 10.37 09-2007 09-2022
11.35 10.94 11.63 10.65 0.38 11.14 08-2007 08-2022
10.31 10.47 10.99 9.79 0.43 10.39 07-2007 07-2022
10.36 10.54 10.94 9.96 0.35 10.45 06-2007 06-2022
10.65 10.64 11.18 10.11 0.38 10.64 05-2007 05-2022
11.98 11.32 12.43 10.88 0.6 11.65 04-2007 04-2022
11.51 11.65 12.29 10.87 0.5 11.58 03-2007 03-2022
11.52 11.4 12.21 10.72 0.53 11.46 02-2007 02-2022
11.84 11.59 12.26 11.17 0.4 11.71 01-2007 01-2022
11.67 11.58 12.11 11.14 0.34 11.62 12-2006 12-2021
11.91 11.85 12.41 11.36 0.37 11.88 11-2006 11-2021
12.7 12.46 13.06 12.1 0.35 12.58 10-2006 10-2021
12.89 12.7 13.3 12.29 0.36 12.79 09-2006 09-2021
12.72 12.75 13.35 12.12 0.44 12.73 08-2006 08-2021
13.25 12.74 13.39 12.59 0.34 12.99 07-2006 07-2021
14.05 12.9 14.21 12.74 0.66 13.48 06-2006 06-2021
12.45 11.56 12.94 11.07 0.73 12 05-2006 05-2021
11.65 11.62 12.07 11.21 0.3 11.64 04-2006 04-2021
12.36 12.08 12.83 11.61 0.44 12.22 03-2006 03-2021