NIFTY WAVES

Index type: Equity Mean-Variance Ratio (MVR): 0.28 Weighted mean CAGR by duration: 7.06 Mean CAGR: 2.85 Standard deviation CAGR: 10.06 Range for CAGR: 23.13

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -38.67 31.89 -18.43 -11.16
3 year -9.26 29.39 13.01 11.97
5 year 6.81 8.68 7.75 7.75

Rolling return for 1 year

Average return: -11.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
-23.99 -25.64 -21.24 -28.23 2.54 -24.77 08-2024 08-2025
-21.95 -22.25 -15.1 -28.52 4.75 -21.95 07-2024 07-2025
-12.71 -19.05 -7.42 -23.68 6.17 -15.71 06-2024 06-2025
-22.62 -17.8 -13.18 -26.74 5.09 -20.09 05-2024 05-2025
-27.25 -22.84 -19.14 -30.58 4.34 -24.95 04-2024 04-2025
-22.7 -30.51 -15.85 -36.16 7.7 -26.3 03-2024 03-2025
-32.97 -26.17 -19.31 -38.67 7.26 -29.28 02-2024 02-2025
-19.83 -13.18 -2.82 -28.38 9.35 -16.05 01-2024 01-2025
-0.22 0.87 8.58 -7.3 5.63 0.48 12-2023 12-2024
7.83 7.67 16.95 -0.72 6.25 7.93 11-2023 11-2024
11.04 19.35 31.89 0.48 11.5 15.69 10-2023 10-2024
20.16 21.86 29.1 13.43 5.57 21.14 09-2023 09-2024

Rolling return for 3 year

Average return: 11.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
0.45 -1.32 1.65 -2.48 1.59 -0.43 08-2022 08-2025
4.08 4.09 7.04 1.21 2.06 4.1 07-2022 07-2025
6.77 3.63 8.88 1.62 2.8 5.22 06-2022 06-2025
0.67 -1.35 4.6 -5.06 3.49 -0.28 05-2022 05-2025
-6.32 -6 -2.96 -9.26 2.23 -6.13 04-2022 04-2025
-2.94 -4.37 -0.15 -7.04 2.49 -3.63 03-2022 03-2025
-1.31 -0.74 4.98 -6.7 4.14 -0.94 02-2022 02-2025
0.8 4.58 7.47 -1.91 3.58 2.73 01-2022 01-2025
7.89 6.2 10.97 3.25 2.79 7.08 12-2021 12-2024
7.68 8.11 10.63 5.22 1.92 7.91 11-2021 11-2024
7.45 10.67 13.79 4.5 3.48 9.1 10-2021 10-2024
17.01 13.58 19.85 10.89 3.39 15.33 09-2021 09-2024
18.21 15.15 20.5 12.96 2.88 16.7 08-2021 08-2024
13.69 15.44 17.07 12.11 1.86 14.58 07-2021 07-2024
11.83 13.06 16.95 8.11 3.16 12.49 06-2021 06-2024
19.78 14.22 21.98 12.16 3.99 17.04 05-2021 05-2024
23.37 22.51 25.31 20.61 1.69 22.95 04-2021 04-2024
19.92 23.45 27.82 15.82 4.42 21.75 03-2021 03-2024
25.58 28.12 29.36 24.38 1.98 26.86 02-2021 02-2024
24.62 25.97 29.39 21.32 2.89 25.32 01-2021 01-2024
23.44 22.72 26.51 19.74 2.41 23.1 12-2020 12-2023
22.31 23.71 25.73 20.35 1.97 23.03 11-2020 11-2023
21.12 21.24 25.22 17.27 2.81 21.21 10-2020 10-2023
20.82 18.31 23.17 16.06 2.67 19.59 09-2020 09-2023
13.56 15.46 17.44 11.64 2.16 14.53 08-2020 08-2023

Rolling return for 5 year

Average return: 7.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.91 7.58 8.68 6.81 0.67 7.75 08-2020 08-2025