NIFTY200 QUALITY 30

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 5.05
Weighted mean CAGR by duration 14.64
Mean CAGR 15.39
Standard deviation CAGR 3.05
Range for CAGR 9.76

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.17 48.16 26.54 22.48
3 year 5.58 25.93 14.62 14.70
5 year 2.63 22.20 12.96 12.79
7 year 7.57 17.59 12.58 12.72
10 year 8.61 23.53 14.20 14.84
12 year 10.27 21.71 14.55 14.98
15 year 11.54 20.33 15.09 15.23

Rolling return for 1 year

Average return: 22.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
-3.82 1.55 6.35 -8.17 5.47 -1.02 04-2024 04-2025
-1.06 2.25 7.35 -5.75 4.78 0.7 03-2024 03-2025
-1.64 8.67 12.22 -4.75 7.02 3.62 02-2024 02-2025
8.09 12.76 17.11 4.07 4.9 10.51 01-2024 01-2025
19.55 17.97 26.53 11.46 5.36 18.88 12-2023 12-2024
28.38 26.54 36.46 19.05 6.19 27.61 11-2023 11-2024
33.8 40.61 47.29 27.74 7.32 37.36 10-2023 10-2024
42.3 41.05 48.16 35.48 4.51 41.75 09-2023 09-2024
35.39 41.77 45.11 32.27 5.07 38.64 08-2023 08-2024
32.6 37.83 43.03 27.78 5.7 35.31 07-2023 07-2024
21.99 32.75 38.03 17.32 8.25 27.52 06-2023 06-2024
27.29 30.25 36.96 21.06 5.72 28.89 05-2023 05-2024

Rolling return for 3 year

Average return: 14.7
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.7 9.18 11.37 5.58 2.11 8.46 04-2022 04-2025
10.31 10.19 13.35 7.23 2.16 10.27 03-2022 03-2025
10.36 12.13 15.31 7.31 2.9 11.28 02-2022 02-2025
12.19 11.14 15.23 8.2 2.51 11.69 01-2022 01-2025
13.4 12.76 15.56 10.64 1.75 13.09 12-2021 12-2024
12.94 12.43 15.26 10.17 1.81 12.7 11-2021 11-2024
13.49 14.08 17.18 10.48 2.38 13.81 10-2021 10-2024
15.72 14.54 17.29 13.01 1.57 15.14 09-2021 09-2024
15.8 16.05 18.51 13.4 1.81 15.94 08-2021 08-2024
15.54 17.31 18.49 14.38 1.58 16.43 07-2021 07-2024
12.31 15.48 17.03 10.82 2.47 13.91 06-2021 06-2024
15.56 15.13 18.41 12.36 2.14 15.36 05-2021 05-2024
14.63 14.19 16.41 12.44 1.41 14.42 04-2021 04-2024
15.07 14.96 16.95 13.11 1.36 15.02 03-2021 03-2024
15.77 14.06 17.02 12.84 1.6 14.92 02-2021 02-2024
14.57 13.36 16.03 11.94 1.51 13.97 01-2021 01-2024
15.44 14.62 18.17 11.97 2.21 15.05 12-2020 12-2023
15.37 15.2 18.31 12.34 2.11 15.3 11-2020 11-2023
15.17 15.38 16.97 13.61 1.19 15.28 10-2020 10-2023
17.09 16.73 19.02 14.84 1.48 16.92 09-2020 09-2023
16.99 15.49 17.9 14.6 1.28 16.24 08-2020 08-2023
19.11 17.43 20.59 15.99 1.73 18.28 07-2020 07-2023
20.01 18.49 21.58 16.96 1.72 19.26 06-2020 06-2023
20.88 19.36 22.92 17.38 2.03 20.13 05-2020 05-2023
22.27 17.47 24.22 15.63 3.48 19.9 04-2020 04-2023
24.33 13.62 25.93 12.17 6.16 19.01 03-2020 03-2023
14.27 12.44 15.54 11.21 1.66 13.37 02-2020 02-2023
13.27 12.01 14.21 11.08 1.19 12.64 01-2020 01-2023
13.78 14.78 16.21 12.38 1.4 14.29 12-2019 12-2022
14.41 13.56 15.79 12.21 1.3 13.99 11-2019 11-2022
14.14 12.62 15.55 11.25 1.61 13.39 10-2019 10-2022
15.68 14.21 17.89 12.06 2.13 14.96 09-2019 09-2022
17.21 16.97 19.09 15.13 1.4 17.1 08-2019 08-2022
13.76 14.5 17.76 10.61 2.54 14.16 07-2019 07-2022
9.85 12.11 13.64 8.38 2.02 11 06-2019 06-2022
12.06 13.2 15.46 9.87 2.02 12.65 05-2019 05-2022

Rolling return for 5 year

Average return: 12.79
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.99 16.42 20.39 14.1 2.29 17.23 04-2020 04-2025
20.23 14.89 22.2 13.03 3.75 17.59 03-2020 03-2025
14.18 15.33 17.23 12.33 1.78 14.77 02-2020 02-2025
15.28 15.78 17.14 13.94 1.15 15.54 01-2020 01-2025
16.58 17.04 17.91 15.72 0.79 16.81 12-2019 12-2024
16.27 16.34 17.7 14.93 0.98 16.31 11-2019 11-2024
17.67 18.12 19.95 15.87 1.45 17.9 10-2019 10-2024
20.06 18.75 21.04 17.8 1.24 19.41 09-2019 09-2024
19.22 19.6 20.89 17.95 1.05 19.41 08-2019 08-2024
18.53 18.32 20.34 16.55 1.34 18.44 07-2019 07-2024
14.15 16.06 17.01 13.23 1.5 15.11 06-2019 06-2024
14.9 15.22 16.59 13.55 1.08 15.07 05-2019 05-2024
13.44 13.87 14.5 12.82 0.61 13.66 04-2019 04-2024
13.82 14.18 14.93 13.08 0.67 14 03-2019 03-2024
14.85 14.2 15.59 13.46 0.79 14.52 02-2019 02-2024
14.63 14.72 15.51 13.85 0.59 14.68 01-2019 01-2024
13.42 13.76 15.02 12.18 1.01 13.59 12-2018 12-2023
12.07 12.74 13.77 11.05 0.99 12.41 11-2018 11-2023
12.7 11.79 13.75 10.75 1.11 12.25 10-2018 10-2023
11.08 10.67 12.18 9.58 0.93 10.88 09-2018 09-2023
10.08 9.65 10.6 9.14 0.54 9.87 08-2018 08-2023
10.8 10.59 11.63 9.77 0.66 10.7 07-2018 07-2023
10.32 10.51 11.19 9.65 0.55 10.42 06-2018 06-2023
9.68 10.26 10.79 9.16 0.61 9.97 05-2018 05-2023
9.52 9.01 10.57 7.98 0.93 9.27 04-2018 04-2023
9.74 9.99 10.59 9.15 0.52 9.87 03-2018 03-2023
9.97 9.81 10.7 9.09 0.57 9.89 02-2018 02-2023
9.75 9.4 10.29 8.86 0.52 9.57 01-2018 01-2023
11 11.06 12.41 9.66 0.97 11.03 12-2017 12-2022
11.57 11.79 12.38 10.99 0.5 11.68 11-2017 11-2022
11.83 11.81 12.65 10.99 0.59 11.82 10-2017 10-2022
12.11 12.48 13.39 11.21 0.78 12.3 09-2017 09-2022
13.04 13.45 14.13 12.38 0.64 13.25 08-2017 08-2022
10.86 12.73 13.19 10.41 1.18 11.8 07-2017 07-2022
10.43 12.13 12.69 9.88 1.16 11.28 06-2017 06-2022
11.63 12.96 13.65 10.95 1.06 12.3 05-2017 05-2022
13.45 14.32 14.81 12.96 0.72 13.89 04-2017 04-2022
12.39 13.73 14.31 11.82 1 13.06 03-2017 03-2022
13.52 14.54 15.44 12.64 1.05 14.04 02-2017 02-2022
14.79 16.56 17.31 14.05 1.31 15.68 01-2017 01-2022
16.16 16.52 17.88 14.81 1.09 16.34 12-2016 12-2021
16.28 15.62 18.03 13.91 1.48 15.96 11-2016 11-2021
14.64 15.75 16.51 13.9 1 15.2 10-2016 10-2021
14.53 15.2 16.17 13.57 0.95 14.87 09-2016 09-2021
12.97 13.87 14.41 12.45 0.76 13.43 08-2016 08-2021
13.03 13.1 13.71 12.42 0.46 13.06 07-2016 07-2021
12.96 13.28 13.86 12.37 0.54 13.12 06-2016 06-2021
12.02 12.9 13.92 11.02 1.07 12.46 05-2016 05-2021
12.28 12.55 13.59 11.26 0.83 12.42 04-2016 04-2021
12.76 12.97 13.92 11.81 0.75 12.87 03-2016 03-2021
13.37 13.57 15.13 11.83 1.17 13.47 02-2016 02-2021
13.2 13.04 14.79 11.48 1.17 13.13 01-2016 01-2021
10.71 11.87 12.76 9.84 1.11 11.29 12-2015 12-2020
8.86 9.62 10.62 7.87 1.01 9.24 11-2015 11-2020
8.02 8.52 8.91 7.64 0.48 8.27 10-2015 10-2020
7.99 8.22 9.26 6.96 0.82 8.11 09-2015 09-2020
7.49 7.29 8.83 5.97 1.01 7.39 08-2015 08-2020
5.69 6.64 7.39 4.96 0.92 6.17 07-2015 07-2020
5.31 5.57 6.95 3.96 1.06 5.45 06-2015 06-2020
3.61 4.46 5.45 2.63 1.04 4.04 05-2015 05-2020

Rolling return for 7 year

Average return: 12.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.18 10.65 11.78 9.07 0.97 10.42 04-2018 04-2025
11.03 11.9 12.33 10.6 0.68 11.46 03-2018 03-2025
11.12 12.58 13.23 10.48 1.1 11.85 02-2018 02-2025
12.14 12.77 13.43 11.49 0.72 12.46 01-2018 01-2025
13.75 13.68 14.67 12.77 0.67 13.72 12-2017 12-2024
13.68 14.25 14.68 13.26 0.54 13.97 11-2017 11-2024
14.96 15.92 16.54 14.34 0.85 15.44 10-2017 10-2024
16.17 16.17 16.84 15.5 0.47 16.17 09-2017 09-2024
15.62 16.28 16.77 15.13 0.63 15.95 08-2017 08-2024
15.01 15.92 16.26 14.67 0.65 15.46 07-2017 07-2024
13.33 14.93 15.34 12.92 1.03 14.13 06-2017 06-2024
13.77 14.47 14.97 13.27 0.65 14.12 05-2017 05-2024
13.6 14 14.35 13.25 0.41 13.8 04-2017 04-2024
13.54 13.92 14.33 13.13 0.45 13.73 03-2017 03-2024
14.47 14.36 15 13.84 0.41 14.42 02-2017 02-2024
14.65 14.74 15.27 14.13 0.4 14.7 01-2017 01-2024
14.49 14.69 15.65 13.55 0.75 14.6 12-2016 12-2023
13.23 12.78 14.45 11.57 1.03 13.01 11-2016 11-2023
11.66 11.88 12.4 11.14 0.45 11.77 10-2016 10-2023
11.52 11.64 12.31 10.86 0.51 11.58 09-2016 09-2023
11.26 11.26 11.63 10.89 0.26 11.26 08-2016 08-2023
11.52 11.68 12.11 11.09 0.37 11.6 07-2016 07-2023
11.45 11.66 12.07 11.04 0.37 11.55 06-2016 06-2023
11.47 11.55 12.27 10.76 0.53 11.51 05-2016 05-2023
10.93 10.95 11.68 10.2 0.52 10.94 04-2016 04-2023
11.2 11.14 11.81 10.53 0.45 11.17 03-2016 03-2023
11.91 11.35 12.44 10.82 0.61 11.63 02-2016 02-2023
11.61 10.78 12.01 10.39 0.64 11.2 01-2016 01-2023
11.12 11.5 12.14 10.5 0.6 11.31 12-2015 12-2022
11.36 11.21 11.93 10.64 0.46 11.29 11-2015 11-2022
10.27 10.57 10.85 9.99 0.32 10.42 10-2015 10-2022
11.04 11.18 11.95 10.29 0.59 11.11 09-2015 09-2022
11.03 10.65 11.79 9.9 0.68 10.84 08-2015 08-2022
9.27 10.35 10.9 8.73 0.86 9.81 07-2015 07-2022
9.34 9.92 10.94 8.33 0.95 9.63 06-2015 06-2022
9.49 10.16 10.9 8.75 0.8 9.82 05-2015 05-2022
10.6 9.99 11.55 9.06 0.91 10.3 04-2015 04-2022
9.19 9.89 10.52 8.56 0.74 9.54 03-2015 03-2022
9.26 10.18 10.58 8.87 0.69 9.72 02-2015 02-2022
10.77 11.13 12.5 9.42 1.1 10.96 01-2015 01-2022
11.22 11.19 12.4 10.03 0.84 11.21 12-2014 12-2021
10.86 11.56 12.04 10.38 0.64 11.21 11-2014 11-2021
12.03 12.44 13.33 11.16 0.78 12.24 10-2014 10-2021
12.01 12.58 13.15 11.44 0.64 12.29 09-2014 09-2021
12.16 12.18 13.18 11.17 0.71 12.17 08-2014 08-2021
12.23 11.92 12.71 11.44 0.46 12.07 07-2014 07-2021
12.72 12.08 13.37 11.44 0.72 12.4 06-2014 06-2021
12.46 12.77 13.82 11.42 0.86 12.62 05-2014 05-2021
12.37 13.01 13.31 12.08 0.49 12.69 04-2014 04-2021
12.91 12.98 13.74 12.15 0.56 12.95 03-2014 03-2021
13.41 13.97 14.67 12.73 0.71 13.7 02-2014 02-2021
13.63 14.31 14.77 13.18 0.61 13.97 01-2014 01-2021
12.84 13.63 14.33 12.16 0.82 13.24 12-2013 12-2020
11.98 12.45 13.27 11.17 0.76 12.22 11-2013 11-2020
12.2 11.94 12.86 11.28 0.57 12.07 10-2013 10-2020
12.46 12.09 13.4 11.16 0.8 12.28 09-2013 09-2020
12.88 12.57 13.88 11.58 0.82 12.73 08-2013 08-2020
11.34 11.22 12.61 9.96 0.94 11.28 07-2013 07-2020
10.98 11.2 12.21 9.98 0.79 11.09 06-2013 06-2020
9.38 10.22 10.77 8.84 0.74 9.8 05-2013 05-2020
9.29 10.81 11.93 8.19 1.43 10.05 04-2013 04-2020
8.11 12.42 12.98 7.57 2.45 10.27 03-2013 03-2020
12.4 13.15 13.72 11.84 0.72 12.78 02-2013 02-2020
12.5 12.99 13.45 12.05 0.52 12.75 01-2013 01-2020
12.6 12.8 13.19 12.21 0.35 12.7 12-2012 12-2019
13.27 13.43 14.21 12.49 0.61 13.35 11-2012 11-2019
13.02 13.71 14.27 12.47 0.68 13.37 10-2012 10-2019
12.84 13.53 14.38 11.99 0.88 13.19 09-2012 09-2019
12.76 13.02 13.63 12.16 0.53 12.89 08-2012 08-2019
13.16 13.84 14.53 12.48 0.76 13.5 07-2012 07-2019
14.85 14.26 15.51 13.6 0.71 14.55 06-2012 06-2019
14.27 14.25 15.24 13.29 0.69 14.26 05-2012 05-2019
14.33 14.3 14.78 13.85 0.33 14.32 04-2012 04-2019
14.29 14.23 14.82 13.7 0.4 14.26 03-2012 03-2019
14.35 14.27 15.34 13.29 0.73 14.31 02-2012 02-2019
15.68 14.92 16.25 14.36 0.72 15.3 01-2012 01-2019
15.97 15.79 16.89 14.89 0.71 15.88 12-2011 12-2018
15.51 14.94 16.26 14.19 0.76 15.23 11-2011 11-2018
15.12 15.17 16.56 13.75 0.99 15.15 10-2011 10-2018
16.24 16.6 17.37 15.47 0.68 16.42 09-2011 09-2018
16.87 16.23 17.59 15.52 0.77 16.55 08-2011 08-2018
14.81 14.85 15.57 14.08 0.53 14.83 07-2011 07-2018
14.99 14.66 15.49 14.16 0.48 14.83 06-2011 06-2018
15.08 14.66 15.48 14.27 0.45 14.87 05-2011 05-2018

Rolling return for 10 year

Average return: 14.84
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.72 9.75 10.83 8.65 0.77 9.74 04-2015 04-2025
9.53 9.98 10.42 9.08 0.5 9.75 03-2015 03-2025
9.59 10.76 11.04 9.31 0.74 10.18 02-2015 02-2025
11.2 11.13 12.09 10.24 0.65 11.16 01-2015 01-2025
11.87 11.66 12.51 11.03 0.53 11.77 12-2014 12-2024
11.48 11.82 12.16 11.14 0.38 11.65 11-2014 11-2024
12.47 12.93 13.55 11.85 0.62 12.7 10-2014 10-2024
13.11 13.17 13.57 12.71 0.3 13.14 09-2014 09-2024
13.24 13.32 14.03 12.54 0.53 13.28 08-2014 08-2024
13.21 13.51 14.07 12.65 0.51 13.36 07-2014 07-2024
12.6 13.09 14 11.7 0.83 12.85 06-2014 06-2024
13.38 13.48 14.21 12.65 0.55 13.43 05-2014 05-2024
13.05 13.36 13.57 12.84 0.28 13.21 04-2014 04-2024
13.55 13.57 14.1 13.02 0.38 13.56 03-2014 03-2024
14.11 14 14.48 13.63 0.3 14.05 02-2014 02-2024
13.91 14.03 14.35 13.6 0.27 13.97 01-2014 01-2024
13.62 13.93 14.42 13.13 0.47 13.78 12-2013 12-2023
12.99 13.27 13.84 12.42 0.51 13.13 11-2013 11-2023
13.08 12.96 13.61 12.44 0.42 13.02 10-2013 10-2023
13.83 13.46 14.39 12.91 0.54 13.65 09-2013 09-2023
14.1 13.44 14.36 13.17 0.48 13.77 08-2013 08-2023
13.62 13.05 14.04 12.63 0.54 13.34 07-2013 07-2023
13.61 13.34 14.06 12.9 0.42 13.48 06-2013 06-2023
12.71 12.89 13.28 12.32 0.35 12.8 05-2013 05-2023
13.03 12.77 13.57 12.23 0.48 12.9 04-2013 04-2023
12.74 12.77 13.17 12.34 0.29 12.75 03-2013 03-2023
12.96 12.93 13.33 12.56 0.27 12.95 02-2013 02-2023
12.74 12.69 13.02 12.41 0.22 12.71 01-2013 01-2023
12.95 13.39 13.67 12.68 0.38 13.17 12-2012 12-2022
13.61 13.47 14.02 13.06 0.34 13.54 11-2012 11-2022
13.35 13.38 13.77 12.97 0.28 13.37 10-2012 10-2022
13.68 13.73 14.33 13.08 0.44 13.71 09-2012 09-2022
14.08 14.19 14.62 13.65 0.35 14.13 08-2012 08-2022
13.34 14.04 14.52 12.86 0.64 13.69 07-2012 07-2022
13.33 13.61 14.48 12.46 0.72 13.47 06-2012 06-2022
13.6 13.93 14.62 12.92 0.61 13.77 05-2012 05-2022
13.96 14.3 14.64 13.62 0.38 14.13 04-2012 04-2022
13.62 14.18 14.59 13.21 0.53 13.9 03-2012 03-2022
14.09 14.31 15.06 13.35 0.61 14.2 02-2012 02-2022
15.44 15.76 16.7 14.51 0.78 15.6 01-2012 01-2022
15.82 15.91 16.67 15.06 0.57 15.87 12-2011 12-2021
15.76 15.7 16.63 14.84 0.63 15.73 11-2011 11-2021
16.12 16.09 17.06 15.15 0.68 16.11 10-2011 10-2021
16.11 16.4 16.94 15.57 0.5 16.25 09-2011 09-2021
15.42 15.21 16.15 14.49 0.59 15.32 08-2011 08-2021
14.2 14.04 14.55 13.7 0.31 14.12 07-2011 07-2021
14.11 13.98 14.56 13.53 0.37 14.04 06-2011 06-2021
13.35 13.74 14.31 12.79 0.55 13.55 05-2011 05-2021
13.17 13.53 13.82 12.87 0.36 13.35 04-2011 04-2021
13.77 13.63 14.35 13.05 0.46 13.7 03-2011 03-2021
13.81 14.16 14.69 13.28 0.51 13.98 02-2011 02-2021
13.37 13.16 14.17 12.37 0.64 13.27 01-2011 01-2021
12.26 12.6 13.29 11.58 0.62 12.43 12-2010 12-2020
11.5 11.75 12.4 10.86 0.55 11.63 11-2010 11-2020
11.37 11.51 11.83 11.05 0.28 11.44 10-2010 10-2020
11.56 11.39 12.22 10.74 0.53 11.48 09-2010 09-2020
11.59 12.07 12.28 11.38 0.36 11.83 08-2010 08-2020
11 11.69 11.88 10.8 0.45 11.34 07-2010 07-2020
10.96 11.08 11.82 10.23 0.56 11.02 06-2010 06-2020
10.75 11.2 11.73 10.22 0.56 10.98 05-2010 05-2020
9.41 11.1 11.26 9.26 0.93 10.26 04-2010 04-2020
9.11 12.01 12.54 8.61 1.73 10.57 03-2010 03-2020
12.69 13.15 13.61 12.23 0.51 12.92 02-2010 02-2020
13.02 12.83 13.69 12.17 0.54 12.93 01-2010 01-2020
12.85 12.83 13.27 12.41 0.3 12.84 12-2009 12-2019
13.95 13.56 14.62 12.9 0.62 13.76 11-2009 11-2019
13.76 14.01 14.64 13.13 0.54 13.88 10-2009 10-2019
14.36 14.39 15.45 13.31 0.76 14.38 09-2009 09-2019
14.89 14.55 15.51 13.94 0.57 14.72 08-2009 08-2019
16.26 15.26 17.25 14.29 1.1 15.77 07-2009 07-2019
16.82 16.56 17.29 16.09 0.43 16.69 06-2009 06-2019
19.17 17.49 19.88 16.79 1.24 18.33 05-2009 05-2019
21.61 20.34 21.94 20 0.82 20.97 04-2009 04-2019
23.13 21.73 23.53 21.33 0.92 22.43 03-2009 03-2019
22.26 22.27 23 21.53 0.52 22.27 02-2009 02-2019
22.24 21.36 22.66 20.95 0.68 21.8 01-2009 01-2019
22.56 21.77 23.23 21.1 0.8 22.17 12-2008 12-2018
22.39 20.85 22.95 20.3 1.08 21.62 11-2008 11-2018
21.83 18.29 22.89 17.27 2.35 20.07 10-2008 10-2018
18.36 17.17 19.16 16.38 1.07 17.77 09-2008 09-2018
17.44 17.22 17.94 16.72 0.44 17.33 08-2008 08-2018
18.28 17.39 18.84 16.84 0.77 17.84 07-2008 07-2018
17.46 15.76 17.82 15.41 1.04 16.61 06-2008 06-2018
15.38 14.93 15.66 14.65 0.39 15.16 05-2008 05-2018
15.66 15.11 16.48 14.29 0.8 15.39 04-2008 04-2018
15.84 14.89 16.15 14.58 0.65 15.37 03-2008 03-2018
15.28 14.36 15.75 13.9 0.73 14.82 02-2008 02-2018
15.42 12.91 15.9 12.45 1.51 14.17 01-2008 01-2018
12.92 12.84 13.61 12.16 0.51 12.88 12-2007 12-2017
13.72 13.15 14.02 12.85 0.46 13.43 11-2007 11-2017
13.96 12.97 14.38 12.55 0.74 13.47 10-2007 10-2017
14.92 14.32 15.39 13.86 0.58 14.62 09-2007 09-2017
15.54 14.91 15.88 14.57 0.51 15.22 08-2007 08-2017
14.78 14.52 15.01 14.29 0.27 14.65 07-2007 07-2017
15.13 14.89 15.42 14.6 0.3 15.01 06-2007 06-2017
15.26 14.93 15.61 14.58 0.38 15.09 05-2007 05-2017
16.25 15.08 16.5 14.84 0.72 15.67 04-2007 04-2017
16.38 15.92 16.68 15.62 0.41 16.15 03-2007 03-2017
15.5 14.71 15.96 14.26 0.66 15.11 02-2007 02-2017
14.94 14.62 15.31 14.25 0.39 14.78 01-2007 01-2017
14.85 14.63 15.52 13.96 0.56 14.74 12-2006 12-2016
14.48 15.21 15.67 14.03 0.63 14.85 11-2006 11-2016
16.21 15.85 16.59 15.47 0.42 16.03 10-2006 10-2016
16.84 16.58 17.33 16.1 0.44 16.71 09-2006 09-2016
17.66 16.93 17.94 16.66 0.52 17.3 08-2006 08-2016
17.99 17.36 18.31 17.04 0.5 17.67 07-2006 07-2016
18.97 17.13 19.28 16.83 1.08 18.05 06-2006 06-2016
16.48 14.63 17 14.12 1.21 15.56 05-2006 05-2016
15.12 15 15.65 14.48 0.42 15.06 04-2006 04-2016
15.47 15.04 15.95 14.56 0.51 15.25 03-2006 03-2016
15.67 16.05 16.47 15.26 0.45 15.86 02-2006 02-2016
16.73 16.77 17.63 15.87 0.62 16.75 01-2006 01-2016
17.86 17.61 18.32 17.14 0.43 17.73 12-2005 12-2015
19.39 18.37 19.94 17.83 0.83 18.88 11-2005 11-2015
20.22 18.76 20.43 18.55 0.84 19.49 10-2005 10-2015
19.15 18.9 19.72 18.33 0.5 19.02 09-2005 09-2015
19.8 20.15 20.65 19.3 0.49 19.98 08-2005 08-2015
20.57 20.43 20.99 20.01 0.35 20.5 07-2005 07-2015
20.73 20.85 21.52 20.07 0.51 20.79 06-2005 06-2015
21.89 21.57 22.47 21 0.53 21.73 05-2005 05-2015

Rolling return for 12 year

Average return: 14.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.83 13.11 13.78 12.17 0.58 12.97 04-2013 04-2025
13 13.44 13.77 12.67 0.42 13.22 03-2013 03-2025
13.14 14.05 14.39 12.8 0.65 13.6 02-2013 02-2025
13.65 14.14 14.42 13.38 0.41 13.9 01-2013 01-2025
14.24 14.55 14.78 14.01 0.29 14.39 12-2012 12-2024
14.51 14.63 15.09 14.05 0.37 14.57 11-2012 11-2024
14.93 15.53 15.86 14.61 0.49 15.23 10-2012 10-2024
15.8 15.68 16.19 15.29 0.32 15.74 09-2012 09-2024
15.41 15.71 16.08 15.05 0.38 15.56 08-2012 08-2024
15.36 15.69 16.09 14.96 0.42 15.52 07-2012 07-2024
14.56 15.01 15.74 13.83 0.69 14.79 06-2012 06-2024
14.53 14.65 15.23 13.96 0.45 14.59 05-2012 05-2024
13.96 14.12 14.4 13.68 0.26 14.04 04-2012 04-2024
14.09 14.21 14.55 13.75 0.29 14.15 03-2012 03-2024
14.56 14.24 14.86 13.93 0.35 14.4 02-2012 02-2024
15.25 14.84 15.61 14.48 0.42 15.04 01-2012 01-2024
14.9 14.94 15.58 14.27 0.46 14.92 12-2011 12-2023
14.06 14.02 14.78 13.3 0.52 14.04 11-2011 11-2023
14.1 13.75 14.55 13.31 0.46 13.93 10-2011 10-2023
14.06 14.09 14.53 13.62 0.32 14.07 09-2011 09-2023
13.99 13.44 14.21 13.22 0.4 13.71 08-2011 08-2023
13.12 13.05 13.47 12.7 0.27 13.09 07-2011 07-2023
13.02 12.91 13.39 12.54 0.3 12.96 06-2011 06-2023
12.8 12.81 13.27 12.34 0.33 12.8 05-2011 05-2023
12.22 12.42 12.66 11.98 0.25 12.32 04-2011 04-2023
12.68 12.45 13.04 12.09 0.35 12.56 03-2011 03-2023
12.88 12.75 13.19 12.44 0.27 12.81 02-2011 02-2023
12.41 11.82 12.64 11.59 0.43 12.12 01-2011 01-2023
12.24 12.27 12.84 11.67 0.41 12.25 12-2010 12-2022
12.54 12.33 12.87 12 0.32 12.43 11-2010 11-2022
12.14 12.22 12.49 11.87 0.22 12.18 10-2010 10-2022
12.78 12.61 13.31 12.08 0.44 12.7 09-2010 09-2022
13.01 13.28 13.46 12.83 0.24 13.14 08-2010 08-2022
12.25 13.07 13.23 12.09 0.5 12.66 07-2010 07-2022
12.43 12.76 13.39 11.81 0.57 12.6 06-2010 06-2022
13.11 13.51 13.96 12.66 0.48 13.31 05-2010 05-2022
13.35 13.78 13.92 13.22 0.29 13.57 04-2010 04-2022
13.3 13.67 14.11 12.87 0.46 13.49 03-2010 03-2022
13.9 14.31 14.7 13.51 0.44 14.11 02-2010 02-2022
14.17 14.48 15.21 13.45 0.63 14.33 01-2010 01-2022
14.25 14.58 14.96 13.88 0.4 14.42 12-2009 12-2021
15.17 14.99 15.89 14.28 0.57 15.08 11-2009 11-2021
15.44 15.68 16.22 14.91 0.47 15.56 10-2009 10-2021
16.35 16.15 17.05 15.46 0.57 16.25 09-2009 09-2021
16.45 16.25 17.06 15.64 0.51 16.35 08-2009 08-2021
17.38 16.01 17.68 15.72 0.85 16.7 07-2009 07-2021
16.84 16.62 17.23 16.23 0.36 16.73 06-2009 06-2021
18.28 17.13 19.11 16.31 1.07 17.71 05-2009 05-2021
19.89 19.15 20.47 18.58 0.72 19.52 04-2009 04-2021
21.19 20.23 21.71 19.72 0.78 20.71 03-2009 03-2021
20.75 20.92 21.52 20.15 0.49 20.84 02-2009 02-2021
20.96 20.59 21.66 19.89 0.64 20.77 01-2009 01-2021
20.45 20.17 21.37 19.26 0.75 20.31 12-2008 12-2020
19.73 18.82 20.53 18.03 0.94 19.28 11-2008 11-2020
19.6 16.26 20.01 15.86 1.88 17.93 10-2008 10-2020
15.58 14.53 16.14 13.97 0.85 15.05 09-2008 09-2020
14.43 14.43 15.02 13.84 0.42 14.43 08-2008 08-2020
14.91 14.49 15.67 13.74 0.7 14.7 07-2008 07-2020
13.82 12.88 14.56 12.16 0.91 13.36 06-2008 06-2020
11.66 11.89 12.49 11.08 0.51 11.78 05-2008 05-2020
11.5 11.95 13.07 10.4 0.96 11.73 04-2008 04-2020
11.28 13.14 14.17 10.27 1.53 12.21 03-2008 03-2020
13.28 12.92 14.06 12.16 0.68 13.11 02-2008 02-2020
13.56 11.66 14.11 11.11 1.26 12.61 01-2008 01-2020
11.9 11.62 12.25 11.27 0.36 11.76 12-2007 12-2019
12.65 12.48 13.2 11.93 0.45 12.57 11-2007 11-2019
13.02 12.58 13.75 11.86 0.69 12.8 10-2007 10-2019
13.56 13.57 14.46 12.68 0.63 13.57 09-2007 09-2019
14.08 13.8 14.59 13.29 0.47 13.94 08-2007 08-2019
13.38 13.78 14.18 12.98 0.45 13.58 07-2007 07-2019
14.48 14.43 14.87 14.05 0.29 14.46 06-2007 06-2019
14.54 14.54 15.1 13.97 0.4 14.54 05-2007 05-2019
15.87 14.96 16.14 14.69 0.61 15.41 04-2007 04-2019
15.79 15.47 16.1 15.16 0.35 15.63 03-2007 03-2019
15.17 14.72 15.76 14.14 0.59 14.95 02-2007 02-2019
14.9 14.65 15.22 14.33 0.33 14.78 01-2007 01-2019
15.24 15.03 15.77 14.5 0.46 15.13 12-2006 12-2018
14.76 14.82 15.2 14.38 0.29 14.79 11-2006 11-2018
14.99 15.22 15.83 14.38 0.52 15.11 10-2006 10-2018
16.13 16.17 16.79 15.51 0.45 16.15 09-2006 09-2018
17.09 16.67 17.51 16.26 0.47 16.88 08-2006 08-2018
17.2 16.87 17.66 16.42 0.45 17.04 07-2006 07-2018
18.18 16.7 18.48 16.41 0.9 17.44 06-2006 06-2018
16.41 14.67 16.64 14.44 0.99 15.54 05-2006 05-2018
15.02 15.16 15.71 14.48 0.44 15.09 04-2006 04-2018
15.38 14.88 15.64 14.62 0.4 15.13 03-2006 03-2018
15.88 15.92 16.27 15.53 0.26 15.9 02-2006 02-2018
16.67 16.35 17.07 15.96 0.41 16.51 01-2006 01-2018
16.76 16.76 17.35 16.17 0.42 16.76 12-2005 12-2017
17.92 16.89 18.18 16.64 0.66 17.41 11-2005 11-2017
17.81 16.81 18.18 16.44 0.71 17.31 10-2005 10-2017
17.29 17.01 17.69 16.62 0.39 17.15 09-2005 09-2017
17.4 17.29 17.69 17 0.25 17.34 08-2005 08-2017
17.9 17.64 18.1 17.44 0.25 17.77 07-2005 07-2017
18.27 17.97 18.51 17.72 0.3 18.12 06-2005 06-2017
18.77 18.34 19.07 18.04 0.39 18.55 05-2005 05-2017
18.86 18.4 19.07 18.19 0.35 18.63 04-2005 04-2017

Rolling return for 15 year

Average return: 15.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.2 12.85 12.95 12.09 0.38 12.52 04-2010 04-2025
12.7 12.96 13.31 12.35 0.35 12.83 03-2010 03-2025
13.18 13.87 14.18 12.87 0.52 13.52 02-2010 02-2025
13.77 13.8 14.38 13.2 0.42 13.79 01-2010 01-2025
14.08 14.21 14.52 13.78 0.27 14.15 12-2009 12-2024
14.72 14.48 15.19 14.01 0.43 14.6 11-2009 11-2024
15.05 15.36 15.79 14.62 0.43 15.21 10-2009 10-2024
16.23 15.83 16.54 15.52 0.39 16.03 09-2009 09-2024
16.32 16.21 16.86 15.67 0.42 16.27 08-2009 08-2024
17.01 16.27 17.61 15.68 0.73 16.64 07-2009 07-2024
15.92 16.39 16.88 15.44 0.54 16.16 06-2009 06-2024
17.73 16.73 18.3 16.16 0.84 17.23 05-2009 05-2024
18.82 18.14 19.19 17.78 0.55 18.48 04-2009 04-2024
19.94 19.16 20.33 18.77 0.62 19.55 03-2009 03-2024
19.73 19.52 19.99 19.26 0.27 19.62 02-2009 02-2024
19.65 19.11 19.96 18.8 0.45 19.38 01-2009 01-2024
19.43 19.04 19.99 18.48 0.55 19.23 12-2008 12-2023
18.85 18.08 19.45 17.49 0.74 18.47 11-2008 11-2023
18.7 16.08 19.07 15.72 1.5 17.39 10-2008 10-2023
15.88 14.96 16.26 14.59 0.67 15.42 09-2008 09-2023
14.93 14.64 15.11 14.47 0.25 14.79 08-2008 08-2023
15.74 15.08 16.02 14.79 0.49 15.41 07-2008 07-2023
15.03 13.98 15.33 13.69 0.69 14.51 06-2008 06-2023
13.45 13.35 13.83 12.97 0.31 13.4 05-2008 05-2023
13.58 13.04 13.94 12.68 0.48 13.31 04-2008 04-2023
13.77 13.23 14.06 12.94 0.44 13.5 03-2008 03-2023
13.48 12.82 13.73 12.58 0.47 13.15 02-2008 02-2023
13.5 11.73 13.69 11.54 0.98 12.61 01-2008 01-2023
12.28 12.24 12.75 11.77 0.35 12.26 12-2007 12-2022
13 12.69 13.27 12.42 0.32 12.84 11-2007 11-2022
13.24 12.59 13.52 12.31 0.49 12.91 10-2007 10-2022
13.98 13.7 14.41 13.27 0.42 13.84 09-2007 09-2022
14.7 14.42 15.07 14.06 0.37 14.56 08-2007 08-2022
13.46 13.92 14.24 13.14 0.42 13.69 07-2007 07-2022
13.54 13.96 14.31 13.19 0.42 13.75 06-2007 06-2022
14.04 14.27 14.72 13.59 0.41 14.15 05-2007 05-2022
15.31 14.83 15.77 14.37 0.52 15.07 04-2007 04-2022
15.03 15.19 15.69 14.53 0.41 15.11 03-2007 03-2022
14.84 14.65 15.48 14.01 0.52 14.75 02-2007 02-2022
14.89 15.26 15.72 14.43 0.47 15.07 01-2007 01-2022
15.28 15.25 15.85 14.69 0.41 15.27 12-2006 12-2021
15.08 15.35 15.65 14.77 0.33 15.21 11-2006 11-2021
15.68 15.82 16.31 15.2 0.4 15.75 10-2006 10-2021
16.07 16.12 16.62 15.57 0.37 16.09 09-2006 09-2021
16.08 15.9 16.57 15.42 0.41 15.99 08-2006 08-2021
16.31 15.92 16.54 15.69 0.33 16.11 07-2006 07-2021
16.93 15.83 17.24 15.53 0.72 16.38 06-2006 06-2021
14.97 14.05 15.62 13.41 0.85 14.51 05-2006 05-2021
14.17 14.18 14.61 13.74 0.31 14.18 04-2006 04-2021
14.56 14.34 14.95 13.95 0.36 14.45 03-2006 03-2021
14.9 15.21 15.49 14.63 0.32 15.06 02-2006 02-2021
15.54 15.51 16.08 14.98 0.39 15.53 01-2006 01-2021
15.43 15.66 16.13 14.96 0.42 15.54 12-2005 12-2020
15.77 15.38 16.39 14.76 0.59 15.57 11-2005 11-2020
16.01 15.24 16.32 14.93 0.56 15.62 10-2005 10-2020
15.31 15.23 15.76 14.78 0.35 15.27 09-2005 09-2020
15.55 15.7 16.02 15.23 0.28 15.62 08-2005 08-2020
15.39 15.65 16.01 15.04 0.36 15.52 07-2005 07-2020
15.36 15.52 15.95 14.93 0.37 15.44 06-2005 06-2020
15.47 15.58 16.15 14.9 0.44 15.53 05-2005 05-2020
15.02 15.79 16.32 14.5 0.7 15.41 04-2005 04-2020