NIFTY100 ENHANCED ESG

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.66
Weighted mean CAGR by duration 7.02
Mean CAGR 11.04
Standard deviation CAGR 6.67
Range for CAGR 22.12

Summary

Duration Min Max Median Average XIRR (%)
1 year -5.47 44.59 25.81 21.75
3 year 5.48 31.10 14.72 15.18
5 year 2.44 26.23 14.57 14.09
7 year 5.10 16.44 13.00 13.02
10 year -12.12 17.12 12.96 7.46
12 year -5.09 16.04 11.88 6.18
15 year -1.60 0.72 -0.36 -0.37

Rolling return for 1 year

Average return: 21.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.04 3.13 6.88 -5.47 4.73 0.62 04-2024 04-2025
0.4 5.76 9.35 -2.9 4.73 3.15 03-2024 03-2025
1.91 7.3 10.78 -1.29 4.67 4.67 02-2024 02-2025
7.63 12.47 16.57 3.84 4.82 10.13 01-2024 01-2025
19.34 17.54 26.59 10.81 5.62 18.57 12-2023 12-2024
28.01 25.04 34.64 18.88 5.67 26.64 11-2023 11-2024
33.51 37.44 44.59 26.91 6.4 35.61 10-2023 10-2024
36.7 36.97 42.44 31.45 3.89 36.89 09-2023 09-2024
32.26 37.29 40.58 29.17 4.41 34.83 08-2023 08-2024
31.86 34.4 37.95 28.46 3.47 33.17 07-2023 07-2024
23.13 31.25 35.7 19.1 6.53 27.29 06-2023 06-2024
29.36 29.39 35.32 23.69 4.11 29.44 05-2023 05-2024

Rolling return for 3 year

Average return: 15.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.26 8.59 10.42 5.48 1.81 7.94 04-2022 04-2025
10.08 10.22 13.26 7.13 2.17 10.17 03-2022 03-2025
9.54 9.26 12.63 6.26 2.25 9.42 02-2022 02-2025
8.92 8.8 11.86 5.94 2.09 8.88 01-2022 01-2025
11.04 11.18 13.24 9.01 1.5 11.12 12-2021 12-2024
9.89 9.56 11.76 7.73 1.43 9.74 11-2021 11-2024
10.35 11.5 13.32 8.58 1.72 10.94 10-2021 10-2024
12.86 12.63 14.42 11.1 1.18 12.75 09-2021 09-2024
13.78 13.2 16.11 10.92 1.85 13.5 08-2021 08-2024
14.69 15.81 16.43 14.08 0.92 15.25 07-2021 07-2024
11.61 14.08 15.28 10.44 1.92 12.85 06-2021 06-2024
14.37 13.38 16.1 11.69 1.6 13.88 05-2021 05-2024
14.58 14.38 15.95 13.02 1.04 14.48 04-2021 04-2024
14.59 13.66 15.87 12.4 1.27 14.13 03-2021 03-2024
14.41 13.17 15.64 11.97 1.37 13.8 02-2021 02-2024
14.92 13.73 16.3 12.38 1.45 14.33 01-2021 01-2024
14.75 15.16 17.63 12.35 1.87 14.97 12-2020 12-2023
16.03 14.85 18.93 12.05 2.47 15.47 11-2020 11-2023
16.75 16.85 18.74 14.89 1.36 16.81 10-2020 10-2023
20 18.86 21.57 17.32 1.56 19.44 09-2020 09-2023
19.05 17.78 20 16.85 1.2 18.42 08-2020 08-2023
21.38 19.06 22.45 18.03 1.76 20.23 07-2020 07-2023
22.44 21.21 23.81 19.87 1.46 21.83 06-2020 06-2023
24.58 23.4 26.45 21.57 1.78 24 05-2020 05-2023
27.47 20.52 28.95 19.13 4.25 24.02 04-2020 04-2023
29.23 15.2 31.1 13.57 7.94 22.27 03-2020 03-2023
14.87 13.32 16.53 11.7 1.79 14.11 02-2020 02-2023
14.16 14.39 15.71 12.86 1.01 14.28 01-2020 01-2023
15.37 16.4 17.81 13.99 1.4 15.89 12-2019 12-2022
16.13 16.56 17.48 15.22 0.81 16.35 11-2019 11-2022
16.97 16.24 18.8 14.45 1.56 16.61 10-2019 10-2022
18.2 17.96 20.96 15.27 2.01 18.1 09-2019 09-2022
19.01 19.29 20.53 17.78 0.98 19.15 08-2019 08-2022
14.53 14.95 17.93 11.63 2.23 14.76 07-2019 07-2022
10.89 12.57 14.18 9.32 1.82 11.74 06-2019 06-2022
14.51 15.07 17.83 11.82 2.13 14.81 05-2019 05-2022

Rolling return for 5 year

Average return: 14.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.04 19.25 24.19 17.19 2.66 20.67 04-2020 04-2025
24.09 16.81 26.23 14.83 4.78 20.49 03-2020 03-2025
15.26 15.25 17.2 13.34 1.36 15.26 02-2020 02-2025
14.73 15.78 16.58 13.94 1 15.26 01-2020 01-2025
16.12 16.65 17.49 15.28 0.8 16.38 12-2019 12-2024
15.9 16.53 17.08 15.36 0.65 16.22 11-2019 11-2024
18.12 18.47 20.02 16.59 1.22 18.3 10-2019 10-2024
20.07 19.25 21.06 18.27 1.03 19.66 09-2019 09-2024
18.77 19.48 20.23 18.03 0.82 19.13 08-2019 08-2024
18.19 17.45 19.27 16.39 1.05 17.82 07-2019 07-2024
14.58 15.83 16.83 13.61 1.22 15.21 06-2019 06-2024
15.64 15.04 16.69 14.01 0.97 15.34 05-2019 05-2024
14.44 14.83 15.26 14.01 0.46 14.63 04-2019 04-2024
15.47 14.81 16.25 14.04 0.82 15.14 03-2019 03-2024
15.93 15.67 16.67 14.93 0.62 15.8 02-2019 02-2024
15.44 15.61 16.27 14.79 0.53 15.53 01-2019 01-2024
14.57 15.17 16.28 13.47 1.02 14.87 12-2018 12-2023
13.11 13.67 14.8 12 1.01 13.39 11-2018 11-2023
13.84 12.68 15 11.54 1.29 13.27 10-2018 10-2023
12.23 11.55 13.11 10.68 0.89 11.89 09-2018 09-2023
10.94 10.45 11.47 9.93 0.57 10.7 08-2018 08-2023
12.21 11.36 12.8 10.78 0.77 11.79 07-2018 07-2023
11.62 11.71 12.37 10.97 0.5 11.67 06-2018 06-2023
10.95 11.23 11.95 10.24 0.61 11.09 05-2018 05-2023
10.92 10.19 11.69 9.43 0.84 10.56 04-2018 04-2023
10.68 10.69 11.64 9.74 0.67 10.69 03-2018 03-2023
10.51 10.11 11.47 9.17 0.83 10.31 02-2018 02-2023
11.14 10.64 12.04 9.75 0.83 10.89 01-2018 01-2023
12.32 12.73 13.74 11.32 0.87 12.53 12-2017 12-2022
12.74 12.88 13.52 12.1 0.5 12.81 11-2017 11-2022
12.7 12.52 13.75 11.49 0.8 12.62 10-2017 10-2022
12.93 13.46 14.51 11.9 0.94 13.2 09-2017 09-2022
13.55 13.6 14.42 12.74 0.59 13.58 08-2017 08-2022
12.28 12.71 14.27 10.75 1.25 12.5 07-2017 07-2022
11.47 13.04 13.45 11.07 1.01 12.26 06-2017 06-2022
13.05 14.4 15.01 12.45 1.02 13.73 05-2017 05-2022
15.17 15.65 16.33 14.5 0.67 15.41 04-2017 04-2022
14.37 15.5 16.25 13.64 1.01 14.94 03-2017 03-2022
15.61 16.97 17.74 14.85 1.13 16.29 02-2017 02-2022
18.1 18.8 20.08 16.84 1.17 18.46 01-2017 01-2022
18.62 18.87 19.94 17.56 0.85 18.75 12-2016 12-2021
19.14 18.41 20.57 17 1.29 18.78 11-2016 11-2021
17.72 18.1 18.87 16.96 0.69 17.91 10-2016 10-2021
17.11 17.23 18.22 16.13 0.74 17.17 09-2016 09-2021
15.38 16.48 17.15 14.72 0.94 15.93 08-2016 08-2021
15.33 14.9 15.7 14.54 0.44 15.12 07-2016 07-2021
15.53 15.71 16.26 14.99 0.45 15.62 06-2016 06-2021
15.04 15.34 16.69 13.71 1.06 15.2 05-2016 05-2021
15.29 14.99 16.24 14.05 0.78 15.14 04-2016 04-2021
16.32 15.96 17.67 14.63 1.08 16.15 03-2016 03-2021
17.15 16.72 18.68 15.22 1.23 16.94 02-2016 02-2021
15.46 14.97 17.02 13.44 1.28 15.22 01-2016 01-2021
13.23 13.72 14.68 12.28 0.87 13.48 12-2015 12-2020
10.59 11.78 12.93 9.46 1.3 11.19 11-2015 11-2020
9.24 9.54 10.3 8.49 0.65 9.39 10-2015 10-2020
9.05 9.39 10.53 7.92 0.93 9.22 09-2015 09-2020
8.56 7.69 9.79 6.49 1.21 8.13 08-2015 08-2020
5.98 6.93 7.78 5.14 0.99 6.46 07-2015 07-2020
5.71 5.89 7.06 4.55 0.89 5.8 06-2015 06-2020
3.54 3.95 5.06 2.44 0.94 3.75 05-2015 05-2020

Rolling return for 7 year

Average return: 13.02
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.89 12.19 13.29 10.81 0.88 12.04 04-2018 04-2025
12.38 13.07 13.76 11.7 0.77 12.73 03-2018 03-2025
12.01 12.37 13.36 11.04 0.83 12.2 02-2018 02-2025
12.39 12.67 13.68 11.39 0.82 12.53 01-2018 01-2025
13.71 13.94 14.67 12.98 0.6 13.82 12-2017 12-2024
13.54 13.9 14.36 13.08 0.47 13.72 11-2017 11-2024
14.71 15.12 16.02 13.82 0.79 14.92 10-2017 10-2024
15.7 15.62 16.38 14.95 0.51 15.66 09-2017 09-2024
14.92 15.33 15.92 14.33 0.58 15.12 08-2017 08-2024
15.49 15.1 16.24 14.36 0.68 15.3 07-2017 07-2024
13.94 15.24 15.53 13.65 0.81 14.59 06-2017 06-2024
14.27 14.57 15.01 13.83 0.43 14.42 05-2017 05-2024
14.32 14.43 14.91 13.85 0.38 14.38 04-2017 04-2024
14.62 14.64 15.17 14.1 0.38 14.63 03-2017 03-2024
15.02 15.01 15.55 14.48 0.38 15.02 02-2017 02-2024
15.59 15.3 16.19 14.71 0.53 15.45 01-2017 01-2024
15.21 15.69 16.44 14.47 0.72 15.45 12-2016 12-2023
13.91 13.64 15.12 12.45 0.95 13.78 11-2016 11-2023
12.46 12.76 13.28 11.95 0.48 12.61 10-2016 10-2023
12.75 12.7 13.38 12.07 0.46 12.72 09-2016 09-2023
12.47 12.39 12.85 12.01 0.3 12.43 08-2016 08-2023
12.87 12.74 13.29 12.32 0.35 12.8 07-2016 07-2023
12.8 12.96 13.34 12.42 0.33 12.88 06-2016 06-2023
12.85 12.63 13.57 11.91 0.59 12.74 05-2016 05-2023
12.61 12.3 13.16 11.75 0.51 12.45 04-2016 04-2023
13.05 12.56 13.74 11.87 0.68 12.8 03-2016 03-2023
14.05 13.4 14.76 12.7 0.76 13.73 02-2016 02-2023
14.04 13.26 14.7 12.61 0.79 13.65 01-2016 01-2023
13.61 13.94 14.63 12.93 0.61 13.78 12-2015 12-2022
13.83 13.56 14.4 13 0.5 13.7 11-2015 11-2022
12.64 12.83 13.39 12.08 0.47 12.73 10-2015 10-2022
13.39 13.67 14.52 12.55 0.7 13.53 09-2015 09-2022
13.33 12.39 13.95 11.78 0.84 12.86 08-2015 08-2022
10.83 11.59 12.23 10.2 0.77 11.21 07-2015 07-2022
10.88 11.39 12.28 10.01 0.82 11.14 06-2015 06-2022
11.63 12.15 13.01 10.79 0.81 11.89 05-2015 05-2022
12.69 12.19 13.5 11.39 0.77 12.44 04-2015 04-2022
11.32 11.39 12.62 10.11 0.89 11.36 03-2015 03-2022
11.51 12.17 12.97 10.72 0.83 11.84 02-2015 02-2022
13.27 12.91 14.62 11.57 1.09 13.09 01-2015 01-2022
13.28 12.93 14.18 12.04 0.77 13.11 12-2014 12-2021
12.97 13.35 13.94 12.39 0.56 13.16 11-2014 11-2021
14.53 14.12 15.32 13.33 0.72 14.32 10-2014 10-2021
13.99 14.07 14.76 13.31 0.51 14.03 09-2014 09-2021
13.4 13.79 14.64 12.56 0.75 13.6 08-2014 08-2021
13.21 12.62 13.47 12.36 0.44 12.91 07-2014 07-2021
13.1 12.9 13.61 12.39 0.44 13 06-2014 06-2021
13.73 13.15 14.9 12.01 1.04 13.45 05-2014 05-2021
13.45 13.71 14.12 13.04 0.39 13.58 04-2014 04-2021
14.36 14.22 15.31 13.28 0.72 14.29 03-2014 03-2021
15.11 15.21 16.18 14.15 0.72 15.16 02-2014 02-2021
14.31 14.66 15.41 13.57 0.66 14.49 01-2014 01-2021
13.21 13.73 14.25 12.7 0.58 13.47 12-2013 12-2020
11.96 12.9 13.65 11.22 0.92 12.43 11-2013 11-2020
12.44 11.67 13.22 10.9 0.86 12.06 10-2013 10-2020
12.53 11.79 13.62 10.72 1.06 12.16 09-2013 09-2020
12.86 12.58 13.77 11.68 0.75 12.72 08-2013 08-2020
10.99 11.48 12.34 10.15 0.79 11.24 07-2013 07-2020
10.53 10.58 11.54 9.58 0.69 10.56 06-2013 06-2020
8.15 8.63 9.29 7.5 0.66 8.39 05-2013 05-2020
7.51 9.73 10.67 6.59 1.64 8.62 04-2013 04-2020
6.07 11.08 12.11 5.1 3.05 8.59 03-2013 03-2020
11.61 12.19 12.95 10.86 0.77 11.9 02-2013 02-2020
11.74 11.92 12.29 11.37 0.33 11.83 01-2013 01-2020
11.91 12.17 12.49 11.6 0.33 12.04 12-2012 12-2019
12.77 12.3 13.15 11.92 0.47 12.54 11-2012 11-2019
11.74 12.17 12.78 11.13 0.6 11.96 10-2012 10-2019
12.57 12.08 13.79 10.88 1.04 12.33 09-2012 09-2019
12.72 12.4 13.23 11.9 0.48 12.56 08-2012 08-2019
13.63 13.75 14.88 12.5 0.84 13.69 07-2012 07-2019
15.06 14.28 15.76 13.59 0.82 14.67 06-2012 06-2019
14.27 13.97 15.44 12.82 0.93 14.12 05-2012 05-2019
13.77 13.39 14.07 13.09 0.37 13.58 04-2012 04-2019
12.84 12.99 13.85 11.99 0.66 12.92 03-2012 03-2019
12.36 11.79 13.06 11.1 0.72 12.08 02-2012 02-2019
14.73 12.91 15.19 12.46 1.16 13.82 01-2012 01-2019
14.79 13.57 15.57 12.79 1.07 14.18 12-2011 12-2018
13.83 12.69 14.64 11.89 1.05 13.26 11-2011 11-2018
12.96 12.61 14.61 10.99 1.29 12.79 10-2011 10-2018
14.25 14.23 15.39 13.1 0.81 14.24 09-2011 09-2018
15.39 13.42 16.14 12.68 1.41 14.41 08-2011 08-2018
11.93 12.15 12.96 11.12 0.66 12.04 07-2011 07-2018
12.4 11.73 12.88 11.27 0.62 12.07 06-2011 06-2018
11.71 11.37 12.22 10.86 0.5 11.54 05-2011 05-2018

Rolling return for 10 year

Average return: 7.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.03 11.1 12 10.13 0.66 11.06 04-2015 04-2025
10.94 11.04 11.9 10.1 0.64 10.99 03-2015 03-2025
10.92 11.29 11.85 10.36 0.54 11.11 02-2015 02-2025
11.95 11.66 12.84 10.77 0.74 11.8 01-2015 01-2025
12.61 12.4 13.27 11.74 0.55 12.5 12-2014 12-2024
12.04 12.2 12.61 11.63 0.35 12.12 11-2014 11-2024
13.26 13.33 14.17 12.43 0.62 13.3 10-2014 10-2024
13.65 13.64 14.12 13.17 0.34 13.64 09-2014 09-2024
13.51 13.61 14.21 12.92 0.46 13.56 08-2014 08-2024
13.65 13.57 14.17 13.06 0.39 13.61 07-2014 07-2024
12.65 13.25 13.75 12.16 0.6 12.95 06-2014 06-2024
13.93 13.22 14.44 12.71 0.66 13.57 05-2014 05-2024
13.79 13.91 14.2 13.5 0.25 13.85 04-2014 04-2024
14.43 14.05 14.81 13.67 0.42 14.24 03-2014 03-2024
14.9 14.59 15.27 14.23 0.38 14.75 02-2014 02-2024
14.49 14.38 14.9 13.97 0.33 14.44 01-2014 01-2024
13.67 14.16 14.52 13.31 0.46 13.91 12-2013 12-2023
13.17 13.48 14.01 12.64 0.5 13.32 11-2013 11-2023
13.72 13.2 14.29 12.63 0.62 13.46 10-2013 10-2023
14.72 13.87 15.17 13.42 0.69 14.29 09-2013 09-2023
14.68 14.11 14.96 13.84 0.44 14.4 08-2013 08-2023
14.01 13.7 14.31 13.4 0.34 13.86 07-2013 07-2023
13.97 13.67 14.35 13.29 0.39 13.82 06-2013 06-2023
12.84 12.87 13.34 12.36 0.35 12.85 05-2013 05-2023
13.14 12.86 13.54 12.47 0.39 13 04-2013 04-2023
12.55 12.3 13.03 11.82 0.44 12.43 03-2013 03-2023
12.58 12.53 13.06 12.04 0.36 12.55 02-2013 02-2023
12.46 12.65 12.92 12.2 0.26 12.56 01-2013 01-2023
12.94 13.43 13.65 12.72 0.37 13.18 12-2012 12-2022
13.77 13.56 14.16 13.16 0.36 13.66 11-2012 11-2022
13.28 13.38 13.81 12.85 0.34 13.33 10-2012 10-2022
14.23 13.81 15.03 13.03 0.72 14.03 09-2012 09-2022
14.57 14.42 15.01 13.99 0.36 14.5 08-2012 08-2022
13.9 14.11 14.9 13.11 0.64 14 07-2012 07-2022
13.79 13.76 14.79 12.77 0.71 13.78 06-2012 06-2022
14.34 14.3 15.33 13.32 0.71 14.32 05-2012 05-2022
14.41 14.51 14.99 13.94 0.37 14.46 04-2012 04-2022
13.67 13.99 14.6 13.06 0.56 13.83 03-2012 03-2022
13.89 14.03 14.93 13 0.68 13.96 02-2012 02-2022
16.15 15.49 17.12 14.53 0.94 15.82 01-2012 01-2022
16.27 15.49 16.92 14.86 0.78 15.88 12-2011 12-2021
16.03 15.33 16.73 14.64 0.78 15.68 11-2011 11-2021
16.12 15.25 16.68 14.69 0.77 15.69 10-2011 10-2021
15.71 15.44 16.25 14.89 0.49 15.57 09-2011 09-2021
15.18 14.15 16.07 13.28 1.05 14.67 08-2011 08-2021
13.09 12.7 13.28 12.52 0.3 12.9 07-2011 07-2021
13.28 12.83 13.64 12.48 0.44 13.06 06-2011 06-2021
12.18 12.38 12.98 11.58 0.5 12.28 05-2011 05-2021
11.37 11.41 11.83 10.96 0.31 11.39 04-2011 04-2021
-6.09 -6.43 -5.55 -6.97 0.52 -6.26 03-2011 03-2021
-5.82 -5.94 -5.2 -6.55 0.48 -5.88 02-2011 02-2021
-6.58 -7.18 -5.95 -7.81 0.69 -6.88 01-2011 01-2021
-7.59 -7.66 -7 -8.25 0.44 -7.62 12-2010 12-2020
-8.54 -8.57 -7.58 -9.52 0.69 -8.55 11-2010 11-2020
-9.16 -9.24 -8.73 -9.68 0.34 -9.2 10-2010 10-2020
-8.82 -9.27 -8.2 -9.88 0.61 -9.04 09-2010 09-2020
-8.68 -8.51 -8.17 -9.02 0.31 -8.59 08-2010 08-2020
-8.98 -8.64 -8.21 -9.41 0.44 -8.81 07-2010 07-2020
-9.05 -9.18 -8.47 -9.76 0.46 -9.12 06-2010 06-2020
-9.61 -9.84 -8.95 -10.49 0.55 -9.72 05-2010 05-2020
-11.24 -9.83 -9.42 -11.64 0.93 -10.53 04-2010 04-2020
-11.44 -8.64 -7.94 -12.12 1.78 -10.03 03-2010 03-2020
-7.54 -7.37 -6.77 -8.15 0.49 -7.46 02-2010 02-2020
-7.22 -7.9 -6.9 -8.22 0.52 -7.56 01-2010 01-2020
-7.69 -7.86 -7.36 -8.2 0.3 -7.78 12-2009 12-2019
-6.87 -7.8 -6.65 -8.02 0.59 -7.33 11-2009 11-2019
-7.73 -8.05 -7.12 -8.65 0.55 -7.89 10-2009 10-2019
-8.25 -8.08 -7.56 -8.77 0.43 -8.16 09-2009 09-2019

Rolling return for 12 year

Average return: 6.18
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.34 13.6 14.17 12.78 0.5 13.47 04-2013 04-2025
13.24 13.43 14.05 12.63 0.51 13.34 03-2013 03-2025
13.12 13.46 13.9 12.67 0.45 13.29 02-2013 02-2025
12.98 13.51 13.73 12.76 0.39 13.25 01-2013 01-2025
13.64 14.02 14.2 13.46 0.29 13.83 12-2012 12-2024
14.06 14.04 14.54 13.56 0.35 14.05 11-2012 11-2024
14.35 14.75 15.12 13.99 0.42 14.55 10-2012 10-2024
15.64 15.01 16.04 14.62 0.55 15.33 09-2012 09-2024
15.2 15.3 15.79 14.71 0.38 15.25 08-2012 08-2024
15.51 15.27 15.94 14.84 0.4 15.39 07-2012 07-2024
14.86 14.92 15.79 14 0.63 14.89 06-2012 06-2024
14.84 14.42 15.27 13.99 0.48 14.63 05-2012 05-2024
14.05 13.99 14.39 13.65 0.26 14.02 04-2012 04-2024
13.93 13.74 14.25 13.43 0.3 13.84 03-2012 03-2024
13.83 13.39 14.14 13.09 0.4 13.61 02-2012 02-2024
15.02 14.03 15.37 13.69 0.69 14.53 01-2012 01-2024
14.69 14.23 15.4 13.53 0.68 14.46 12-2011 12-2023
13.53 13.09 14.23 12.4 0.67 13.31 11-2011 11-2023
13.32 12.64 13.8 12.16 0.63 12.98 10-2011 10-2023
13.4 13.11 13.77 12.74 0.38 13.25 09-2011 09-2023
13.51 12.17 13.74 11.95 0.79 12.84 08-2011 08-2023
12.05 11.82 12.29 11.58 0.26 11.94 07-2011 07-2023
12.08 11.72 12.39 11.42 0.37 11.9 06-2011 06-2023
11.39 11.31 11.81 10.9 0.32 11.35 05-2011 05-2023
10.49 10.46 10.81 10.15 0.23 10.48 04-2011 04-2023
-4.29 -4.69 -3.95 -5.03 0.41 -4.49 03-2011 03-2023
-3.85 -4.13 -3.5 -4.47 0.36 -3.99 02-2011 02-2023
-3.92 -4.65 -3.6 -4.97 0.55 -4.29 01-2011 01-2023
-4.22 -4.29 -3.72 -4.79 0.38 -4.25 12-2010 12-2022
-4 -4.58 -3.72 -4.86 0.45 -4.29 11-2010 11-2022
-4.64 -4.72 -4.27 -5.09 0.29 -4.68 10-2010 10-2022
-3.89 -4.27 -3.34 -4.83 0.54 -4.08 09-2010 09-2022
-3.63 -3.62 -3.32 -3.92 0.21 -3.62 08-2010 08-2022
-4.17 -3.85 -3.47 -4.55 0.4 -4.01 07-2010 07-2022
-4.1 -4.03 -3.4 -4.73 0.47 -4.06 06-2010 06-2022
-3.39 -3.49 -2.7 -4.18 0.52 -3.44 05-2010 05-2022
-3.33 -3.29 -2.92 -3.69 0.27 -3.31 04-2010 04-2022
-3.47 -3.43 -2.81 -4.09 0.45 -3.45 03-2010 03-2022
-2.86 -2.65 -2.11 -3.38 0.46 -2.75 02-2010 02-2022
-2.62 -2.82 -1.94 -3.49 0.55 -2.72 01-2010 01-2022
-3.02 -3.01 -2.57 -3.46 0.31 -3.01 12-2009 12-2021
-2.12 -2.64 -1.63 -3.12 0.56 -2.38 11-2009 11-2021
-2.2 -2.62 -1.8 -3.01 0.45 -2.41 10-2009 10-2021
-2.55 -2.62 -2.17 -3.01 0.3 -2.59 09-2009 09-2021

Rolling return for 15 year

Average return: -0.37
Min Max Min-Max Max-Min Standard Deviation Mean From To
-1.3 -1.02 -0.72 -1.6 0.33 -1.16 04-2010 04-2025
-0.9 -0.85 -0.34 -1.41 0.38 -0.88 03-2010 03-2025
-0.49 -0.38 0.06 -0.93 0.35 -0.43 02-2010 02-2025
-0.41 -0.6 0.12 -1.13 0.45 -0.5 01-2010 01-2025
-0.35 -0.33 0.04 -0.72 0.27 -0.34 12-2009 12-2024
0.17 -0.32 0.51 -0.65 0.45 -0.07 11-2009 11-2024
0.19 0.05 0.72 -0.48 0.43 0.12 10-2009 10-2024
0.35 0.25 0.63 -0.02 0.23 0.3 09-2009 09-2024