NIFTY TRANSPORTATION & LOGISTICS

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.98
Weighted mean CAGR by duration 15.66
Mean CAGR 19.6
Standard deviation CAGR 9.88
Range for CAGR 29.2

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.28 82.52 48.45 40.82
3 year 9.56 43.59 27.73 26.93
5 year -6.70 38.25 7.81 11.62
7 year 3.69 19.59 11.64 11.71
10 year 5.11 26.25 15.68 15.63
12 year 7.74 22.60 14.98 15.33
15 year 10.04 23.35 13.86 15.19

Rolling return for 1 year

Average return: 40.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
-10.41 -4.93 -0.64 -14.28 5.2 -7.56 04-2024 04-2025
-0.05 2.31 9.26 -6.41 5.6 1.28 03-2024 03-2025
3.46 10.8 17.87 -2.75 7.74 7.35 02-2024 02-2025
15.69 23.99 31.04 9.47 8.17 20.05 01-2024 01-2025
32.89 31.74 41.76 23.5 6.47 32.47 12-2023 12-2024
46.4 40.51 54.64 33.02 7.92 43.64 11-2023 11-2024
50.49 64.03 71.14 44.24 10.65 57.48 10-2023 10-2024
61.71 66.73 72.76 56.07 6.16 64.32 09-2023 09-2024
62.5 67.82 72.29 58.29 5.3 65.22 08-2023 08-2024
68.26 69.9 78.67 60 6.63 69.21 07-2023 07-2024
61.71 70.17 80.35 52.58 10.27 66.2 06-2023 06-2024
70.06 69.94 82.52 58.33 8.56 70.21 05-2023 05-2024

Rolling return for 3 year

Average return: 26.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.48 22.7 24.71 18.54 2.32 21.61 04-2022 04-2025
26.61 26 30.43 22.31 2.88 26.34 03-2022 03-2025
23.82 24.89 29.32 19.58 3.46 24.4 02-2022 02-2025
22.88 25.42 28.09 20.32 2.89 24.18 01-2022 01-2025
28.43 28.44 31.23 25.7 1.96 28.45 12-2021 12-2024
27.85 25.62 30.21 23.35 2.55 26.76 11-2021 11-2024
29.47 30.2 35.14 24.74 3.69 29.89 10-2021 10-2024
34.73 35.11 37.73 32.16 1.97 34.93 09-2021 09-2024
35.47 35.59 38.13 32.97 1.82 35.54 08-2021 08-2024
34.93 34.77 37.66 32.1 1.97 34.87 07-2021 07-2024
29.3 31.74 34.09 27.03 2.64 30.54 06-2021 06-2024
31.49 30.97 34.62 27.92 2.38 31.25 05-2021 05-2024
31.15 30.54 33.1 28.63 1.6 30.85 04-2021 04-2024
27.64 26.36 30.46 23.63 2.46 27.02 03-2021 03-2024
26.41 25.24 29.04 22.68 2.29 25.84 02-2021 02-2024
27.96 25.39 30.34 23.1 2.72 26.7 01-2021 01-2024
27.81 28.22 30.97 25.12 2.07 28.03 12-2020 12-2023
29.55 27.25 33.75 23.25 3.8 28.45 11-2020 11-2023
29.69 29.67 31.54 27.84 1.31 29.69 10-2020 10-2023
31.9 29.41 33.48 27.89 2.16 30.67 09-2020 09-2023
31.6 27.59 32.76 26.48 2.63 29.61 08-2020 08-2023
32.55 31.6 34.79 29.41 1.93 32.09 07-2020 07-2023
32.69 32.42 35.29 29.88 1.92 32.57 06-2020 06-2023
36.47 33.99 39.76 30.84 3.27 35.27 05-2020 05-2023
40.44 32.85 43.59 29.93 5.53 36.7 04-2020 04-2023
39.08 24.41 43.22 20.82 9.47 31.88 03-2020 03-2023
23.17 18.87 24.98 17.15 3.16 21.04 02-2020 02-2023
19.25 18.08 20.23 17.11 1.18 18.67 01-2020 01-2023
19.11 20.1 22.35 16.92 1.95 19.62 12-2019 12-2022
19.97 20.28 21.75 18.52 1.15 20.13 11-2019 11-2022
21.41 19.51 23.94 17.07 2.52 20.48 10-2019 10-2022
24.82 22.31 27.86 19.4 3.12 23.6 09-2019 09-2022
25.47 25.21 26.91 23.8 1.1 25.35 08-2019 08-2022
20.75 17.9 24.15 14.67 3.5 19.37 07-2019 07-2022
13.41 14.39 16.69 11.17 1.98 13.91 06-2019 06-2022
12.31 14.05 16.91 9.56 2.67 13.21 05-2019 05-2022

Rolling return for 5 year

Average return: 11.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.5 31.06 37.31 28.37 3.39 32.81 04-2020 04-2025
35.81 27.05 38.25 24.81 5.67 31.48 03-2020 03-2025
25.24 24.74 28.54 21.53 2.48 25.01 02-2020 02-2025
23.5 25.25 26.61 22.17 1.69 24.38 01-2020 01-2025
25.82 26.04 27.46 24.43 1.07 25.94 12-2019 12-2024
25.29 25.75 26.67 24.38 0.83 25.52 11-2019 11-2024
27.75 28.24 31.08 24.99 2.16 28.01 10-2019 10-2024
31.73 29.97 33.48 28.26 1.95 30.86 09-2019 09-2024
30.98 31.45 32.52 29.92 0.93 31.22 08-2019 08-2024
30.86 28.4 32.44 26.86 2.16 29.64 07-2019 07-2024
25.49 26.73 28.25 23.99 1.57 26.11 06-2019 06-2024
25.01 24.92 26.79 23.17 1.28 24.97 05-2019 05-2024
22.57 22.22 23.66 21.15 0.9 22.4 04-2019 04-2024
21.43 21.81 23.04 20.22 1.01 21.62 03-2019 03-2024
21.8 21.73 23.32 20.23 1.09 21.77 02-2019 02-2024
20.01 18.69 21.34 17.38 1.48 19.36 01-2019 01-2024
16.98 16.95 18.7 15.25 1.22 16.97 12-2018 12-2023
14.66 15.94 16.88 13.74 1.2 15.3 11-2018 11-2023
15.68 14.21 16.67 13.24 1.32 14.95 10-2018 10-2023
13.51 11.45 14.32 10.66 1.48 12.49 09-2018 09-2023
10.48 10.48 11.06 9.9 0.41 10.48 08-2018 08-2023
9.92 9.98 11.04 8.88 0.76 9.96 07-2018 07-2023
8.95 8.87 10.22 7.61 0.92 8.91 06-2018 06-2023
6.91 6.79 8.45 5.28 1.12 6.86 05-2018 05-2023
4.78 4.92 6.19 3.53 0.94 4.85 04-2018 04-2023
4.82 5.58 6.68 3.74 1.07 5.21 03-2018 03-2023
5.25 4.83 6.18 3.92 0.81 5.04 02-2018 02-2023
4.58 4.48 5.09 3.96 0.4 4.53 01-2018 01-2023
5.14 5.17 6.85 3.49 1.19 5.16 12-2017 12-2022
5.82 6.19 6.75 5.26 0.54 6.01 11-2017 11-2022
5.78 6 7.09 4.7 0.85 5.89 10-2017 10-2022
6.43 6.89 7.98 5.36 0.94 6.67 09-2017 09-2022
7.02 6.49 7.75 5.77 0.72 6.76 08-2017 08-2022
4.53 5.64 6.29 3.9 0.93 5.09 07-2017 07-2022
3.31 4.38 5.1 2.6 0.96 3.85 06-2017 06-2022
3.33 4.86 5.85 2.36 1.35 4.1 05-2017 05-2022
5.52 5.7 6.56 4.68 0.67 5.61 04-2017 04-2022
4 5.32 6.18 3.15 1.17 4.66 03-2017 03-2022
5.82 7.36 8.06 5.14 1.17 6.6 02-2017 02-2022
8.38 8.34 9.76 6.98 0.98 8.37 01-2017 01-2022
8.06 8.16 9.47 6.78 0.95 8.12 12-2016 12-2021
8.79 7.91 11.15 5.62 1.98 8.37 11-2016 11-2021
6.05 7.66 8.45 5.28 1.26 6.86 10-2016 10-2021
5.31 5.58 6.53 4.37 0.77 5.45 09-2016 09-2021
5.59 5.5 6.78 4.33 0.87 5.55 08-2016 08-2021
6.97 6.94 8.34 5.59 0.97 6.96 07-2016 07-2021
8.34 8.81 9.5 7.66 0.67 8.58 06-2016 06-2021
7.88 8.34 9.68 6.57 1.11 8.12 05-2016 05-2021
7.54 7.38 8.8 6.14 0.94 7.46 04-2016 04-2021
9.08 9.16 11.19 7.09 1.45 9.13 03-2016 03-2021
10.3 10.62 12.3 8.65 1.3 10.47 02-2016 02-2021
7.32 7.06 9.84 4.6 1.85 7.2 01-2016 01-2021
4.32 4.5 5.65 3.18 0.88 4.41 12-2015 12-2020
0.9 3.37 3.96 0.32 1.56 2.14 11-2015 11-2020
1.31 1.03 2.19 0.16 0.72 1.17 10-2015 10-2020
1.08 1.93 2.97 0.06 1.07 1.51 09-2015 09-2020
-0.39 -0.3 2.01 -2.65 1.65 -0.33 08-2015 08-2020
-2.24 -1.64 -0.83 -3.05 0.81 -1.94 07-2015 07-2020
-2.35 -2.34 -1.08 -3.59 0.89 -2.34 06-2015 06-2020
-5.34 -4.31 -2.92 -6.7 1.39 -4.82 05-2015 05-2020

Rolling return for 7 year

Average return: 11.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.47 11.15 12.11 9.52 0.95 10.81 04-2018 04-2025
11.73 12.33 13.16 10.91 0.82 12.03 03-2018 03-2025
11.4 12.47 13.5 10.4 1.16 11.94 02-2018 02-2025
11.32 12.85 13.32 10.86 1.02 12.09 01-2018 01-2025
13.31 13.07 14.36 12.03 0.83 13.19 12-2017 12-2024
13.13 13.59 14.02 12.71 0.49 13.36 11-2017 11-2024
14.1 15.37 16.21 13.27 1.13 14.74 10-2017 10-2024
15.76 16.01 16.85 14.92 0.69 15.89 09-2017 09-2024
15.48 15.48 16.45 14.52 0.68 15.48 08-2017 08-2024
15.37 15.86 16.36 14.87 0.55 15.61 07-2017 07-2024
14.06 15.28 15.85 13.49 0.94 14.67 06-2017 06-2024
14.24 14.62 15.4 13.47 0.7 14.43 05-2017 05-2024
14.33 14.4 15.06 13.68 0.49 14.37 04-2017 04-2024
13.8 14.2 14.87 13.13 0.63 14 03-2017 03-2024
13.56 14.04 14.56 13.03 0.57 13.8 02-2017 02-2024
13.31 13.15 14.21 12.26 0.69 13.23 01-2017 01-2024
12.98 13.19 14.17 12.01 0.77 13.09 12-2016 12-2023
11.74 10.91 13.28 9.4 1.4 11.33 11-2016 11-2023
9.89 9.98 10.55 9.32 0.44 9.94 10-2016 10-2023
10.08 9.94 10.64 9.38 0.45 10.01 09-2016 09-2023
10.47 9.94 10.89 9.52 0.52 10.21 08-2016 08-2023
10.76 10.53 11.56 9.73 0.65 10.64 07-2016 07-2023
10.37 10.8 11.29 9.88 0.52 10.59 06-2016 06-2023
10.04 10.2 11.17 9.08 0.74 10.12 05-2016 05-2023
9.01 9.02 10.05 7.99 0.73 9.02 04-2016 04-2023
9.35 9.28 10.73 7.92 0.99 9.32 03-2016 03-2023
10.95 10.44 11.65 9.76 0.69 10.7 02-2016 02-2023
10.7 9.07 11.09 8.69 1.03 9.89 01-2016 01-2023
9.07 9.47 10.33 8.22 0.76 9.27 12-2015 12-2022
9.28 9.52 9.97 8.83 0.41 9.4 11-2015 11-2022
9.13 9.2 10.1 8.24 0.66 9.17 10-2015 10-2022
9.77 10.11 10.91 8.98 0.69 9.94 09-2015 09-2022
9.28 8.03 9.81 7.51 0.93 8.66 08-2015 08-2022
6.99 7.64 8.27 6.36 0.71 7.31 07-2015 07-2022
6.68 7.01 8 5.71 0.82 6.85 06-2015 06-2022
6.2 6.94 8.05 5.12 1.07 6.58 05-2015 05-2022
7.21 6.57 7.97 5.83 0.79 6.89 04-2015 04-2022
4.94 5.75 6.51 4.2 0.87 5.35 03-2015 03-2022
6.47 7 8.07 5.41 0.96 6.74 02-2015 02-2022
7.52 7.3 8.5 6.34 0.77 7.42 01-2015 01-2022
7.33 7.27 8.33 6.28 0.73 7.3 12-2014 12-2021
7.62 8.44 9.29 6.79 0.93 8.04 11-2014 11-2021
8.76 9.15 10.51 7.42 1.1 8.96 10-2014 10-2021
7.89 7.93 8.78 7.04 0.62 7.91 09-2014 09-2021
8.78 8.3 9.65 7.44 0.8 8.54 08-2014 08-2021
9.45 9.35 10.45 8.36 0.74 9.4 07-2014 07-2021
10.83 10.62 11.67 9.79 0.67 10.73 06-2014 06-2021
11.88 11.08 13.21 9.77 1.25 11.49 05-2014 05-2021
11.64 12.07 12.57 11.14 0.53 11.86 04-2014 04-2021
13.51 13.24 15.07 11.71 1.19 13.38 03-2014 03-2021
14.82 14.96 16.3 13.49 0.99 14.89 02-2014 02-2021
13.14 14.13 15.03 12.26 1.04 13.64 01-2014 01-2021
11.9 12.22 12.92 11.21 0.62 12.06 12-2013 12-2020
10.37 12.04 12.75 9.68 1.24 11.21 11-2013 11-2020
11.35 10.82 12.04 10.14 0.7 11.09 10-2013 10-2020
12.04 12.01 13.54 10.54 1.06 12.03 09-2013 09-2020
11.73 12.39 13.65 10.49 1.14 12.06 08-2013 08-2020
10.26 10.7 11.4 9.57 0.67 10.48 07-2013 07-2020
9.35 9.22 10.36 8.22 0.76 9.29 06-2013 06-2020
6.06 7.37 7.99 5.44 1.01 6.71 05-2013 05-2020
5.13 7.21 8.69 3.69 1.91 6.18 04-2013 04-2020
4.7 10.16 11.21 3.72 3.28 7.45 03-2013 03-2020
10.54 12.07 12.93 9.69 1.27 11.31 02-2013 02-2020
11.83 11.69 12.69 10.83 0.66 11.76 01-2013 01-2020
11.43 11.56 12.32 10.67 0.59 11.5 12-2012 12-2019
12.35 12.47 12.94 11.88 0.38 12.41 11-2012 11-2019
11.53 12.95 13.28 11.21 0.89 12.24 10-2012 10-2019
11.61 12.16 13.75 10.05 1.32 11.89 09-2012 09-2019
11.81 11.73 12.46 11.09 0.49 11.77 08-2012 08-2019
12.18 13.58 14.69 11.09 1.37 12.88 07-2012 07-2019
14.11 14.2 15.09 13.22 0.66 14.16 06-2012 06-2019
13.82 13.39 15.04 12.2 1.02 13.61 05-2012 05-2019
13.81 13.88 14.76 12.94 0.64 13.85 04-2012 04-2019
13.81 14 14.63 13.18 0.52 13.91 03-2012 03-2019
13.69 13.29 14.74 12.25 0.89 13.49 02-2012 02-2019
16.4 15.94 18.26 14.12 1.47 16.18 01-2012 01-2019
17.58 16.97 18.84 15.73 1.12 17.28 12-2011 12-2018
16.73 15.49 17.41 14.82 1.02 16.11 11-2011 11-2018
15.63 15.7 17.41 13.95 1.22 15.67 10-2011 10-2018
17 18.19 19.14 16.06 1.17 17.6 09-2011 09-2018
19.13 18.1 19.58 17.66 0.77 18.62 08-2011 08-2018
17.63 17.95 18.44 17.15 0.47 17.79 07-2011 07-2018
18.47 18.37 19.52 17.33 0.78 18.42 06-2011 06-2018
18.29 18.84 19.59 17.55 0.75 18.57 05-2011 05-2018

Rolling return for 10 year

Average return: 15.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.03 11.17 12.19 10.03 0.77 11.1 04-2015 04-2025
11.02 11.46 12.02 10.47 0.57 11.24 03-2015 03-2025
11.4 12.08 12.86 10.62 0.83 11.74 02-2015 02-2025
11.92 12.44 13.32 11.05 0.82 12.18 01-2015 01-2025
13.27 13.22 14 12.49 0.53 13.25 12-2014 12-2024
13.33 13.33 13.95 12.71 0.44 13.33 11-2014 11-2024
14.6 15.08 16.09 13.61 0.89 14.84 10-2014 10-2024
15.33 15.45 16.09 14.69 0.5 15.39 09-2014 09-2024
16.18 15.85 16.86 15.18 0.61 16.02 08-2014 08-2024
16.54 16.43 17.25 15.73 0.54 16.49 07-2014 07-2024
16.07 16.57 17.35 15.31 0.74 16.33 06-2014 06-2024
17.43 16.7 18.27 15.88 0.88 17.07 05-2014 05-2024
17.17 17.32 17.69 16.8 0.32 17.25 04-2014 04-2024
17.57 17.03 18.35 16.26 0.76 17.3 03-2014 03-2024
18.18 17.95 18.91 17.22 0.6 18.06 02-2014 02-2024
17.4 17.4 18.05 16.75 0.46 17.4 01-2014 01-2024
16.45 16.8 17.31 15.95 0.5 16.63 12-2013 12-2023
15.81 16.4 16.92 15.29 0.61 16.11 11-2013 11-2023
16.56 16.16 17.06 15.67 0.51 16.36 10-2013 10-2023
17.67 16.97 18.08 16.56 0.59 17.32 09-2013 09-2023
17.36 16.75 17.66 16.44 0.48 17.05 08-2013 08-2023
16.52 16.6 17.11 16.01 0.39 16.56 07-2013 07-2023
15.88 15.71 16.56 15.04 0.54 15.8 06-2013 06-2023
14.39 14.74 15.21 13.93 0.47 14.57 05-2013 05-2023
14.67 14.33 15.44 13.57 0.67 14.5 04-2013 04-2023
14.01 14.26 15.02 13.26 0.63 14.14 03-2013 03-2023
14.18 14.07 14.68 13.57 0.39 14.12 02-2013 02-2023
14 13.57 14.28 13.29 0.38 13.79 01-2013 01-2023
13.68 14.06 14.6 13.14 0.53 13.87 12-2012 12-2022
14.58 14.75 15.09 14.25 0.3 14.67 11-2012 11-2022
14.4 14.88 15.12 14.17 0.38 14.64 10-2012 10-2022
15.42 15.12 16.25 14.29 0.7 15.27 09-2012 09-2022
15.75 15.62 16.14 15.22 0.33 15.68 08-2012 08-2022
14.68 14.86 15.64 13.9 0.62 14.77 07-2012 07-2022
13.9 14.25 14.88 13.28 0.58 14.08 06-2012 06-2022
13.37 13.59 14.74 12.23 0.89 13.48 05-2012 05-2022
13.36 13.3 13.92 12.75 0.41 13.33 04-2012 04-2022
12.39 13.12 13.56 11.96 0.62 12.76 03-2012 03-2022
13.62 13.8 14.82 12.61 0.78 13.71 02-2012 02-2022
16.22 15.34 16.95 14.61 0.88 15.78 01-2012 01-2022
15.62 15.08 16.37 14.34 0.74 15.35 12-2011 12-2021
15.15 15.07 16.4 13.83 0.91 15.11 11-2011 11-2021
14.78 14.89 16.07 13.61 0.87 14.84 10-2011 10-2021
14.1 14.11 14.76 13.46 0.46 14.11 09-2011 09-2021
13.87 13.51 14.51 12.88 0.59 13.69 08-2011 08-2021
13.1 13.5 13.83 12.78 0.4 13.3 07-2011 07-2021
14.17 14 14.77 13.39 0.49 14.08 06-2011 06-2021
12.97 13.41 13.9 12.47 0.53 13.19 05-2011 05-2021
12.45 12.63 13.1 11.98 0.4 12.54 04-2011 04-2021
13.49 13.67 14.59 12.59 0.71 13.59 03-2011 03-2021
13.97 14.21 15 13.19 0.65 14.09 02-2011 02-2021
12.01 11.77 13.31 10.48 1 11.89 01-2011 01-2021
10.24 10.34 10.94 9.64 0.46 10.29 12-2010 12-2020
8.57 9.52 10.21 7.9 0.88 9.05 11-2010 11-2020
8.51 8.6 8.97 8.14 0.3 8.55 10-2010 10-2020
8.79 9.07 9.8 8.06 0.62 8.93 09-2010 09-2020
8.89 9.61 10.19 8.31 0.71 9.25 08-2010 08-2020
8.71 9.13 9.49 8.35 0.43 8.92 07-2010 07-2020
8.88 8.68 9.58 7.98 0.57 8.78 06-2010 06-2020
7.73 8.11 9.11 6.75 0.85 7.92 05-2010 05-2020
5.47 7.59 7.96 5.11 1.26 6.53 04-2010 04-2020
5.84 9.87 10.4 5.33 2.29 7.86 03-2010 03-2020
11.08 12.28 12.77 10.61 0.87 11.68 02-2010 02-2020
12.35 11.93 12.96 11.32 0.6 12.14 01-2010 01-2020
12.07 12.19 12.7 11.57 0.4 12.13 12-2009 12-2019
13.88 12.94 14.29 12.53 0.71 13.41 11-2009 11-2019
13.04 13.53 14.28 12.3 0.72 13.29 10-2009 10-2019
12.68 13 14.19 11.51 0.95 12.84 09-2009 09-2019
13.78 12.97 14.24 12.51 0.68 13.38 08-2009 08-2019
15.65 14.78 17.45 13.01 1.6 15.22 07-2009 07-2019
16.42 16.02 17.12 15.33 0.65 16.22 06-2009 06-2019
19.17 16.89 20.06 16.03 1.64 18.04 05-2009 05-2019
21.98 20.87 22.69 20.17 0.97 21.43 04-2009 04-2019
23.5 22.42 24.12 21.8 0.9 22.96 03-2009 03-2019
22.94 22.99 23.74 22.19 0.55 22.96 02-2009 02-2019
23.32 23.28 24.69 21.92 0.98 23.3 01-2009 01-2019
25.32 24.14 26.25 23.22 1.15 24.73 12-2008 12-2018
24.86 23.07 25.37 22.58 1.17 23.97 11-2008 11-2018
24.06 20.07 25.39 18.79 2.73 22.08 10-2008 10-2018
20.18 20 21.71 18.48 1.14 20.09 09-2008 09-2018
20.49 19.89 20.81 19.57 0.49 20.19 08-2008 08-2018
21.48 20.84 22.07 20.26 0.68 21.16 07-2008 07-2018
20.65 19.4 21.4 18.66 1.06 20.03 06-2008 06-2018
18.86 18.91 19.78 18 0.63 18.89 05-2008 05-2018
19.52 19.27 20.24 18.56 0.6 19.4 04-2008 04-2018
19.44 18.54 20.06 17.93 0.82 18.99 03-2008 03-2018
19.03 18.63 19.79 17.87 0.69 18.83 02-2008 02-2018
19.97 16.94 20.33 16.6 1.7 18.46 01-2008 01-2018
16.98 17.04 17.91 16.12 0.63 17.01 12-2007 12-2017
17.8 17.35 18.12 17.04 0.41 17.58 11-2007 11-2017
17.5 17.06 18.1 16.46 0.6 17.28 10-2007 10-2017
17.77 17.54 18.37 16.95 0.51 17.66 09-2007 09-2017
18.67 18.37 19.37 17.67 0.61 18.52 08-2007 08-2017
17.61 17.51 17.97 17.16 0.29 17.56 07-2007 07-2017
18.02 17.63 18.43 17.22 0.45 17.82 06-2007 06-2017
17.51 17.39 18.07 16.84 0.44 17.45 05-2007 05-2017
18.23 17.46 18.7 16.99 0.66 17.84 04-2007 04-2017
17.67 17.37 18.15 16.89 0.46 17.52 03-2007 03-2017
16.72 15.83 17.09 15.46 0.66 16.27 02-2007 02-2017
15.41 15.72 16.16 14.97 0.43 15.57 01-2007 01-2017
15.55 15.33 16.25 14.64 0.57 15.44 12-2006 12-2016
15 16.31 16.71 14.6 0.88 15.65 11-2006 11-2016
16.66 16.7 17.09 16.27 0.29 16.68 10-2006 10-2016
17.36 17 17.88 16.48 0.51 17.18 09-2006 09-2016
17.98 17.45 18.69 16.74 0.71 17.71 08-2006 08-2016
18.16 17.54 18.93 16.78 0.79 17.85 07-2006 07-2016
18.14 16.48 18.51 16.11 1.03 17.31 06-2006 06-2016
15.53 14.06 16.25 13.37 1.14 14.8 05-2006 05-2016
14.36 14.35 15.12 13.61 0.53 14.36 04-2006 04-2016
13.78 14.5 14.83 13.45 0.55 14.14 03-2006 03-2016
14.26 14.33 15.13 13.47 0.59 14.3 02-2006 02-2016
15.05 16.03 16.54 14.56 0.78 15.54 01-2006 01-2016
16.28 16.34 16.92 15.7 0.43 16.31 12-2005 12-2015
18.22 16.88 18.56 16.54 0.86 17.55 11-2005 11-2015
18.35 17.63 19.03 16.96 0.77 17.99 10-2005 10-2015
17.89 17.57 18.49 16.97 0.55 17.73 09-2005 09-2015
19.03 19.91 20.4 18.55 0.72 19.47 08-2005 08-2015
20.49 20.04 20.99 19.55 0.53 20.27 07-2005 07-2015
20.21 20.57 20.98 19.8 0.44 20.39 06-2005 06-2015
20.85 20.85 21.72 19.98 0.62 20.85 05-2005 05-2015

Rolling return for 12 year

Average return: 15.33
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.49 16.57 17.5 15.57 0.68 16.53 04-2013 04-2025
16.69 16.91 17.56 16.05 0.54 16.8 03-2013 03-2025
16.44 17.19 17.71 15.92 0.69 16.82 02-2013 02-2025
16.55 17.15 17.76 15.94 0.68 16.85 01-2013 01-2025
17.22 17.38 17.85 16.75 0.39 17.3 12-2012 12-2024
17.57 17.82 18.11 17.29 0.3 17.7 11-2012 11-2024
18.02 19.09 19.29 17.82 0.64 18.55 10-2012 10-2024
19.59 19.27 20.25 18.61 0.59 19.43 09-2012 09-2024
19.43 19.56 20.02 18.98 0.37 19.5 08-2012 08-2024
19.62 19.53 20.22 18.94 0.45 19.58 07-2012 07-2024
18.72 19.26 19.8 18.18 0.6 18.99 06-2012 06-2024
18.36 18.06 19.06 17.37 0.61 18.21 05-2012 05-2024
17.38 17.29 17.81 16.85 0.34 17.33 04-2012 04-2024
16.93 17.19 17.57 16.55 0.37 17.06 03-2012 03-2024
17 16.74 17.6 16.14 0.52 16.87 02-2012 02-2024
17.89 17.07 18.44 16.54 0.73 17.48 01-2012 01-2024
17.33 16.96 18.05 16.25 0.65 17.15 12-2011 12-2023
15.86 15.68 16.79 14.76 0.72 15.77 11-2011 11-2023
15.65 15.08 16.06 14.67 0.53 15.36 10-2011 10-2023
15.53 15.33 15.87 14.99 0.32 15.43 09-2011 09-2023
15.45 14.86 15.7 14.61 0.44 15.16 08-2011 08-2023
14.36 14.56 14.84 14.08 0.28 14.46 07-2011 07-2023
14.41 14.32 14.96 13.76 0.43 14.36 06-2011 06-2023
13.41 13.67 14.08 12.99 0.4 13.54 05-2011 05-2023
12.5 12.73 13.13 12.11 0.37 12.62 04-2011 04-2023
12.9 12.98 13.73 12.16 0.56 12.94 03-2011 03-2023
13.74 13.5 14.16 13.09 0.39 13.62 02-2011 02-2023
13.24 12.19 13.47 11.96 0.65 12.71 01-2011 01-2023
12.11 12.35 12.86 11.6 0.45 12.23 12-2010 12-2022
12.36 12.2 12.78 11.78 0.36 12.28 11-2010 11-2022
12.02 12.29 12.6 11.71 0.33 12.15 10-2010 10-2022
12.76 12.81 13.44 12.13 0.46 12.79 09-2010 09-2022
13.24 13.06 13.56 12.74 0.3 13.15 08-2010 08-2022
12.58 13.05 13.36 12.26 0.42 12.81 07-2010 07-2022
12.59 12.61 13.39 11.81 0.56 12.6 06-2010 06-2022
12.76 13.03 13.9 11.9 0.71 12.9 05-2010 05-2022
12.89 13.03 13.35 12.57 0.28 12.96 04-2010 04-2022
12.28 12.8 13.25 11.83 0.53 12.54 03-2010 03-2022
13.65 14.23 14.64 13.24 0.54 13.94 02-2010 02-2022
14.28 14 14.88 13.41 0.53 14.14 01-2010 01-2022
13.67 13.85 14.28 13.24 0.37 13.76 12-2009 12-2021
15.12 15.01 16.16 13.99 0.77 15.07 11-2009 11-2021
14.98 15.42 16.06 14.35 0.62 15.2 10-2009 10-2021
15 14.55 15.56 14 0.57 14.78 09-2009 09-2021
15.51 14.96 16.04 14.43 0.6 15.23 08-2009 08-2021
17.15 15.54 17.78 14.92 1.16 16.35 07-2009 07-2021
17.01 16.6 17.53 16.09 0.53 16.81 06-2009 06-2021
18.61 16.8 19.43 16 1.37 17.71 05-2009 05-2021
20.03 19.12 20.61 18.54 0.8 19.58 04-2009 04-2021
21.63 21.2 22.6 20.24 0.85 21.42 03-2009 03-2021
21.61 21.91 22.53 21 0.55 21.76 02-2009 02-2021
20.81 20.83 21.98 19.67 0.82 20.82 01-2009 01-2021
21.17 20.12 21.82 19.48 0.91 20.65 12-2008 12-2020
19.4 19.05 20.9 17.58 1.18 19.23 11-2008 11-2020
19.17 15.35 19.6 14.94 2.13 17.27 10-2008 10-2020
14.65 14.18 15.54 13.3 0.81 14.42 09-2008 09-2020
13.68 14.08 14.82 12.96 0.67 13.88 08-2008 08-2020
14.01 13.74 14.7 13.06 0.59 13.88 07-2008 07-2020
12.91 11.96 13.52 11.36 0.83 12.44 06-2008 06-2020
9.86 10.36 11.03 9.2 0.67 10.11 05-2008 05-2020
8.67 10.06 10.81 7.94 1.13 9.37 04-2008 04-2020
8.89 11.6 12.79 7.74 2.03 10.26 03-2008 03-2020
12.12 12.61 13.53 11.21 0.84 12.37 02-2008 02-2020
13.47 11.31 13.98 10.81 1.36 12.39 01-2008 01-2020
11.39 11.22 11.91 10.71 0.43 11.31 12-2007 12-2019
12.14 11.87 12.48 11.53 0.35 12 11-2007 11-2019
11.54 11.74 12.56 10.72 0.65 11.64 10-2007 10-2019
11.28 11.86 12.52 10.63 0.7 11.57 09-2007 09-2019
12.09 11.69 12.47 11.31 0.43 11.89 08-2007 08-2019
11.24 12.32 12.68 10.88 0.74 11.78 07-2007 07-2019
12.77 12.7 13.33 12.13 0.42 12.73 06-2007 06-2019
12.65 12.81 13.35 12.11 0.44 12.73 05-2007 05-2019
14.21 13.77 14.77 13.22 0.57 13.99 04-2007 04-2019
13.89 13.73 14.37 13.26 0.4 13.81 03-2007 03-2019
12.84 12.43 13.45 11.82 0.59 12.64 02-2007 02-2019
12.34 13.02 13.38 11.98 0.55 12.68 01-2007 01-2019
13.46 13.42 14.17 12.72 0.51 13.44 12-2006 12-2018
13.22 13.28 13.61 12.9 0.25 13.25 11-2006 11-2018
13.06 13.75 14.07 12.74 0.53 13.41 10-2006 10-2018
14.64 15.13 15.85 13.92 0.7 14.89 09-2006 09-2018
16.69 15.92 16.95 15.67 0.53 16.31 08-2006 08-2018
17.26 16.58 17.73 16.12 0.62 16.92 07-2006 07-2018
17.44 16.36 18.05 15.76 0.9 16.9 06-2006 06-2018
15.99 14.9 16.73 14.17 0.98 15.45 05-2006 05-2018
15.34 15.28 15.92 14.7 0.43 15.31 04-2006 04-2018
15.03 15.26 15.53 14.76 0.28 15.14 03-2006 03-2018
16.23 16.17 16.84 15.56 0.45 16.2 02-2006 02-2018
17.06 16.92 17.34 16.63 0.26 16.99 01-2006 01-2018
16.82 17.11 17.59 16.33 0.46 16.96 12-2005 12-2017
18.26 17.12 18.52 16.86 0.71 17.69 11-2005 11-2017
18.29 17.63 18.79 17.13 0.63 17.96 10-2005 10-2017
18.01 17.73 18.51 17.24 0.46 17.87 09-2005 09-2017
18.37 18.55 18.95 17.97 0.35 18.46 08-2005 08-2017
19.28 18.8 19.58 18.5 0.42 19.04 07-2005 07-2017
19.43 19.43 19.77 19.09 0.24 19.43 06-2005 06-2017
19.63 19.39 20.1 18.92 0.43 19.51 05-2005 05-2017
19.46 19.42 19.86 19.02 0.3 19.44 04-2005 04-2017

Rolling return for 15 year

Average return: 15.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.37 14.9 15.16 14.11 0.42 14.63 04-2010 04-2025
15.01 15.33 15.69 14.64 0.39 15.17 03-2010 03-2025
15.61 16.29 16.62 15.28 0.53 15.95 02-2010 02-2025
15.95 16.2 16.92 15.24 0.6 16.08 01-2010 01-2025
16.48 16.63 16.98 16.13 0.31 16.55 12-2009 12-2024
17.56 17.06 17.99 16.63 0.51 17.31 11-2009 11-2024
17.75 18.24 18.76 17.23 0.57 18 10-2009 10-2024
18.7 18.4 19.23 17.88 0.49 18.55 09-2009 09-2024
19.25 18.82 19.71 18.36 0.5 19.04 08-2009 08-2024
20.51 19.15 20.99 18.67 0.95 19.83 07-2009 07-2024
19.37 19.48 20.24 18.62 0.57 19.43 06-2009 06-2024
21.08 19.51 21.66 18.95 1.11 20.3 05-2009 05-2024
22.17 21.32 22.53 20.96 0.63 21.75 04-2009 04-2024
22.81 22.21 23.35 21.68 0.63 22.51 03-2009 03-2024
22.56 22.57 23.07 22.06 0.36 22.56 02-2009 02-2024
22.2 21.73 22.66 21.28 0.52 21.97 01-2009 01-2024
22.47 21.7 23.07 21.1 0.75 22.09 12-2008 12-2023
21.37 20.65 22.14 19.88 0.84 21.01 11-2008 11-2023
21.2 18.08 21.55 17.75 1.74 19.64 10-2008 10-2023
17.91 17.08 18.19 16.8 0.57 17.49 09-2008 09-2023
17.06 16.67 17.26 16.46 0.31 16.86 08-2008 08-2023
17.5 17.11 17.9 16.71 0.44 17.3 07-2008 07-2023
16.61 15.78 17.07 15.33 0.68 16.2 06-2008 06-2023
14.73 14.73 15.28 14.18 0.39 14.73 05-2008 05-2023
14.39 14.28 14.9 13.78 0.4 14.34 04-2008 04-2023
14.35 14.05 15.02 13.38 0.59 14.2 03-2008 03-2023
14.25 13.84 14.58 13.51 0.41 14.04 02-2008 02-2023
14.6 12.63 14.79 12.44 1.08 13.62 01-2008 01-2023
12.89 12.94 13.5 12.34 0.41 12.92 12-2007 12-2022
13.66 13.5 14 13.17 0.3 13.58 11-2007 11-2022
13.45 13.25 13.92 12.78 0.41 13.35 10-2007 10-2022
13.86 13.88 14.41 13.33 0.38 13.87 09-2007 09-2022
14.65 14.27 14.91 14.01 0.35 14.46 08-2007 08-2022
13.08 13.42 13.71 12.79 0.35 13.25 07-2007 07-2022
12.9 13.03 13.54 12.39 0.41 12.96 06-2007 06-2022
12.58 13.05 13.49 12.15 0.5 12.82 05-2007 05-2022
13.83 13.41 14.2 13.04 0.44 13.62 04-2007 04-2022
12.92 13.2 13.71 12.42 0.47 13.06 03-2007 03-2022
12.96 12.94 13.75 12.15 0.57 12.95 02-2007 02-2022
13.02 13.21 13.49 12.73 0.28 13.11 01-2007 01-2022
13 12.89 13.49 12.41 0.38 12.95 12-2006 12-2021
12.89 13.44 13.7 12.63 0.43 13.16 11-2006 11-2021
13.01 13.6 13.86 12.76 0.44 13.31 10-2006 10-2021
13.19 13.06 13.63 12.63 0.36 13.13 09-2006 09-2021
13.7 13.32 14.12 12.9 0.45 13.51 08-2006 08-2021
14.3 13.89 14.79 13.41 0.51 14.1 07-2006 07-2021
14.78 13.87 15.19 13.46 0.69 14.32 06-2006 06-2021
12.93 12.12 13.55 11.51 0.78 12.53 05-2006 05-2021
12.04 11.98 12.48 11.55 0.33 12.01 04-2006 04-2021
12.19 12.7 12.91 11.98 0.37 12.45 03-2006 03-2021
12.92 13.08 13.6 12.4 0.43 13 02-2006 02-2021
12.42 12.96 13.29 12.09 0.47 12.69 01-2006 01-2021
12.15 12.25 12.62 11.77 0.3 12.2 12-2005 12-2020
12.14 12.19 13.26 11.07 0.77 12.16 11-2005 11-2020
12.37 11.81 12.7 11.49 0.47 12.09 10-2005 10-2020
12 12.11 12.69 11.41 0.45 12.05 09-2005 09-2020
12.17 12.76 13.06 11.86 0.47 12.46 08-2005 08-2020
12.38 12.33 12.92 11.79 0.4 12.36 07-2005 07-2020
12.16 12.39 12.65 11.91 0.27 12.28 06-2005 06-2020
11.4 11.8 12.34 10.86 0.54 11.6 05-2005 05-2020
10.37 11.76 12.1 10.04 0.88 11.07 04-2005 04-2020