NIFTY200 VALUE 30

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.23
Weighted mean CAGR by duration 11.2
Mean CAGR 18.01
Standard deviation CAGR 14.63
Range for CAGR 41.3

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.80 103.94 58.64 48.46
3 year 4.28 47.54 34.53 31.32
5 year -9.74 43.26 7.39 11.54
7 year -4.96 18.19 5.83 7.16
10 year -3.96 17.20 9.73 8.67
12 year 0.68 15.28 8.93 8.83
15 year 5.28 18.51 9.65 10.06

Rolling return for 1 year

Average return: 48.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
-4.39 -1.9 6.34 -11.8 6.48 -2.94 04-2024 04-2025
-1.15 4.72 14.91 -9.92 9.03 2.14 03-2024 03-2025
-1.08 1.43 9.3 -8.19 6.25 0.37 02-2024 02-2025
11.1 16.06 25.21 2.98 8.06 13.84 01-2024 01-2025
32.82 31.15 45.96 19.34 9.44 32.32 12-2023 12-2024
54.71 47.55 67.3 36.45 11.2 51.5 11-2023 11-2024
64.18 72.74 84.51 53.71 11.31 68.79 10-2023 10-2024
74.3 74.02 86.58 62.57 8.49 74.37 09-2023 09-2024
77.39 84.37 90.38 71.78 7.02 80.98 08-2023 08-2024
85.36 84.21 97.61 72.79 8.79 84.99 07-2023 07-2024
77.12 92.98 103.94 67.59 14.03 85.41 06-2023 06-2024
84.54 94.69 99.9 79.73 7.98 89.72 05-2023 05-2024

Rolling return for 3 year

Average return: 31.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.87 28.43 30.42 23.95 2.46 27.17 04-2022 04-2025
26.66 31.16 33.17 24.74 3.38 28.93 03-2022 03-2025
29.34 28.6 33.71 24.4 3.3 29.01 02-2022 02-2025
28.58 31.09 33.81 25.96 2.91 29.86 01-2022 01-2025
34.35 35.17 38.65 30.98 2.73 34.79 12-2021 12-2024
33.23 32.3 36.75 28.9 2.79 32.8 11-2021 11-2024
32.45 33.39 37.7 28.3 3.34 32.96 10-2021 10-2024
38.36 37.17 41.54 34.09 2.67 37.79 09-2021 09-2024
40.14 40.51 43.49 37.24 2.21 40.35 08-2021 08-2024
39.66 41.49 42.68 38.51 1.61 40.59 07-2021 07-2024
34.75 38.67 41.24 32.3 3.45 36.74 06-2021 06-2024
38.94 38.9 42.69 35.25 2.63 38.95 05-2021 05-2024
40.96 41.18 44.8 37.44 2.6 41.09 04-2021 04-2024
38.19 38.25 42.54 34.03 3.01 38.25 03-2021 03-2024
43.03 38.42 46.64 35.01 4.42 40.78 02-2021 02-2024
41.35 39.83 44.97 36.34 3.1 40.62 01-2021 01-2024
39.15 39.88 44.2 34.98 3.27 39.55 12-2020 12-2023
41.49 39.04 47.54 33.33 5.1 40.35 11-2020 11-2023
42.59 42.45 45.76 39.36 2.26 42.54 10-2020 10-2023
42.51 38.68 45.86 35.5 3.91 40.64 09-2020 09-2023
38.51 35.1 40 33.66 2.55 36.82 08-2020 08-2023
38.07 38.33 41.34 35.13 2.2 38.22 07-2020 07-2023
36.93 34.76 39.48 32.3 2.65 35.87 06-2020 06-2023
41.56 38.39 42.81 37.18 2.28 39.98 05-2020 05-2023
42.32 37.35 45.12 34.7 4.08 39.87 04-2020 04-2023
42.93 27.15 45.16 25.19 9 35.11 03-2020 03-2023
25.92 20.94 27.3 19.63 3.23 23.45 02-2020 02-2023
21.98 20.99 24.04 18.98 1.82 21.5 01-2020 01-2023
20.25 21.41 23.6 18.12 1.98 20.84 12-2019 12-2022
18.34 19.42 21.18 16.63 1.65 18.89 11-2019 11-2022
17.44 16.93 19.96 14.47 1.95 17.2 10-2019 10-2022
17.58 18.44 21.95 14.19 2.76 18.04 09-2019 09-2022
20.09 17.51 21.97 15.7 2.4 18.82 08-2019 08-2022
11.83 9.85 15.74 6.14 3.47 10.89 07-2019 07-2022
6.07 8.64 10.5 4.28 2.38 7.37 06-2019 06-2022
10.94 10.61 14.34 7.32 2.48 10.8 05-2019 05-2022

Rolling return for 5 year

Average return: 11.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
38.95 37.33 41.94 34.43 2.72 38.16 04-2020 04-2025
39.01 32.31 43.26 28.38 5.77 35.74 03-2020 03-2025
29.07 27.68 31.67 25.16 2.35 28.39 02-2020 02-2025
26.97 28.12 30.05 25.09 1.8 27.56 01-2020 01-2025
28.99 30.05 31.45 27.62 1.41 29.53 12-2019 12-2024
28.59 29.48 30.61 27.47 1.15 29.04 11-2019 11-2024
30.82 31.87 33.91 28.83 1.83 31.36 10-2019 10-2024
32.57 32.05 34.39 30.27 1.47 32.32 09-2019 09-2024
32.99 31.9 34.88 30.05 1.75 32.45 08-2019 08-2024
30.38 27.99 32.06 26.36 2.19 29.2 07-2019 07-2024
24.5 26.77 28.06 23.24 1.88 25.64 06-2019 06-2024
26.33 25.84 28.37 23.84 1.61 26.1 05-2019 05-2024
23.77 24.75 25.78 22.76 1.12 24.27 04-2019 04-2024
23.47 23.29 25.78 21.02 1.68 23.39 03-2019 03-2024
25.74 25.84 27.64 23.98 1.29 25.8 02-2019 02-2024
22.08 21.96 23.95 20.12 1.35 22.03 01-2019 01-2024
19.79 20.27 22.38 17.73 1.65 20.04 12-2018 12-2023
15.59 16.88 18.53 13.98 1.67 16.25 11-2018 11-2023
15.77 14.79 17.31 13.29 1.46 15.29 10-2018 10-2023
13.65 13.03 15.24 11.47 1.35 13.35 09-2018 09-2023
12.03 11.59 12.75 10.88 0.68 11.81 08-2018 08-2023
12.58 12.35 14.17 10.78 1.2 12.47 07-2018 07-2023
10.25 9.27 11.47 8.06 1.25 9.76 06-2018 06-2023
8.55 8.02 9.13 7.45 0.62 8.29 05-2018 05-2023
6.57 6.92 7.82 5.67 0.77 6.75 04-2018 04-2023
6.42 5.66 7.42 4.68 1.01 6.04 03-2018 03-2023
4.72 3.87 5.41 3.19 0.84 4.3 02-2018 02-2023
3.97 4.24 5.02 3.2 0.65 4.11 01-2018 01-2023
4.19 4.53 5.92 2.83 1.1 4.37 12-2017 12-2022
3.4 3.56 4.88 2.1 0.98 3.49 11-2017 11-2022
2.8 1.81 4.12 0.52 1.32 2.31 10-2017 10-2022
2.92 3.82 5.2 1.57 1.32 3.38 09-2017 09-2022
3.94 3.48 4.91 2.53 0.86 3.71 08-2017 08-2022
2.33 3.22 4.45 1.12 1.22 2.78 07-2017 07-2022
1.79 3.19 4.32 0.68 1.38 2.5 06-2017 06-2022
2.66 3.1 4.54 1.25 1.17 2.89 05-2017 05-2022
3.98 4.23 4.94 3.27 0.6 4.11 04-2017 04-2022
3.83 3.81 4.78 2.87 0.68 3.82 03-2017 03-2022
2.74 4.32 5.17 1.9 1.28 3.53 02-2017 02-2022
5.83 4.73 7.14 3.44 1.36 5.29 01-2017 01-2022
5.79 5.56 7.41 3.96 1.22 5.68 12-2016 12-2021
6.29 6.59 8.42 4.5 1.39 6.45 11-2016 11-2021
6.44 7.66 8.49 5.62 1.1 7.05 10-2016 10-2021
5.65 6.47 7.66 4.49 1.16 6.07 09-2016 09-2021
5.63 5.5 6.97 4.18 0.99 5.57 08-2016 08-2021
7.43 6.2 7.97 5.68 0.92 6.82 07-2016 07-2021
9.29 8.81 10.5 7.62 1.03 9.05 06-2016 06-2021
9.16 9.12 10.93 7.37 1.26 9.14 05-2016 05-2021
6.97 6.79 8.6 5.18 1.21 6.88 04-2016 04-2021
9.39 8.36 11.41 6.39 1.81 8.89 03-2016 03-2021
8.42 9.4 12.24 5.68 2.35 8.94 02-2016 02-2021
5.65 3.97 7.96 1.74 2.28 4.83 01-2016 01-2021
1.86 2.21 3.73 0.36 1.2 2.04 12-2015 12-2020
-2.58 0.21 0.95 -3.3 1.8 -1.18 11-2015 11-2020
-3.48 -3.41 -2.14 -4.73 0.92 -3.44 10-2015 10-2020
-2.41 -1.05 0.58 -4 1.69 -1.72 09-2015 09-2020
-1.72 -3.16 0.41 -5.21 2.05 -2.42 08-2015 08-2020
-4.57 -4.23 -3.34 -5.46 0.76 -4.4 07-2015 07-2020
-5.26 -5.07 -3.29 -7.01 1.32 -5.16 06-2015 06-2020
-8.42 -8.02 -6.68 -9.74 1.09 -8.21 05-2015 05-2020

Rolling return for 7 year

Average return: 7.16
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.78 14.83 15.53 13.1 0.94 14.31 04-2018 04-2025
13.5 14.61 15.97 12.17 1.4 14.06 03-2018 03-2025
12.35 12.77 13.96 11.18 0.99 12.56 02-2018 02-2025
11.99 13.31 13.92 11.39 1.01 12.65 01-2018 01-2025
14.13 14.59 15.68 13.06 0.94 14.37 12-2017 12-2024
14.03 14.28 15.31 13.01 0.82 14.16 11-2017 11-2024
15.34 15.41 17.28 13.51 1.33 15.38 10-2017 10-2024
16.48 16.51 17.61 15.39 0.78 16.5 09-2017 09-2024
16.51 16.54 17.69 15.37 0.82 16.53 08-2017 08-2024
17.12 17.19 18.19 16.13 0.73 17.16 07-2017 07-2024
15.48 16.92 17.83 14.59 1.25 16.21 06-2017 06-2024
15.17 15.34 16.49 14.03 0.87 15.26 05-2017 05-2024
14.21 14.98 15.54 13.66 0.72 14.6 04-2017 04-2024
13.85 14.61 15.37 13.1 0.85 14.23 03-2017 03-2024
14.01 14.56 15.23 13.35 0.69 14.29 02-2017 02-2024
14.24 13.62 15.49 12.4 1.11 13.94 01-2017 01-2024
13.45 13.77 15.2 12.05 1.12 13.62 12-2016 12-2023
10.98 11.63 12.99 9.64 1.21 11.31 11-2016 11-2023
9.87 10.31 10.91 9.27 0.6 10.09 10-2016 10-2023
10.41 10.64 11.52 9.54 0.7 10.53 09-2016 09-2023
10.73 10.14 11.24 9.64 0.6 10.44 08-2016 08-2023
11.2 11.01 12.32 9.9 0.86 11.11 07-2016 07-2023
11.58 11.24 12.47 10.36 0.76 11.41 06-2016 06-2023
12.3 11.4 12.72 10.98 0.69 11.85 05-2016 05-2023
11.09 10.68 12.02 9.76 0.81 10.89 04-2016 04-2023
12.63 11.15 13.38 10.41 1.17 11.89 03-2016 03-2023
13.44 11.9 13.97 11.38 1.07 12.67 02-2016 02-2023
12.43 10.23 13.24 9.45 1.55 11.34 01-2016 01-2023
9.69 9.82 10.98 8.53 0.87 9.75 12-2015 12-2022
8.87 9.4 9.98 8.29 0.63 9.13 11-2015 11-2022
7.74 7.72 8.73 6.74 0.7 7.73 10-2015 10-2022
8.52 8.95 10.23 7.26 1.06 8.74 09-2015 09-2022
8.76 6.69 9.48 5.98 1.44 7.73 08-2015 08-2022
5.27 6.13 6.83 4.58 0.85 5.7 07-2015 07-2022
4.76 5.2 6.61 3.37 1.16 4.99 06-2015 06-2022
5.25 5.52 6.62 4.16 0.87 5.39 05-2015 05-2022
6.07 5.79 6.77 5.09 0.6 5.93 04-2015 04-2022
5.44 4.43 6.13 3.75 0.91 4.94 03-2015 03-2022
3.99 4.6 5.74 2.87 1.04 4.3 02-2015 02-2022
3.97 4.14 4.89 3.22 0.59 4.05 01-2015 01-2022
3.55 3.34 4.68 2.23 0.87 3.45 12-2014 12-2021
3.49 4.14 4.97 2.67 0.85 3.82 11-2014 11-2021
5.69 5.42 7.14 4 1.11 5.56 10-2014 10-2021
4.43 4.1 5.84 2.71 1.11 4.27 09-2014 09-2021
2.98 3 3.91 2.08 0.65 2.99 08-2014 08-2021
3.11 1.55 3.48 1.19 0.98 2.33 07-2014 07-2021
2.09 1.3 2.9 0.5 0.89 1.7 06-2014 06-2021
5.26 1.52 6.48 0.36 2.54 3.41 05-2014 05-2021
4.7 4.87 5.84 3.74 0.74 4.79 04-2014 04-2021
7.54 5.77 8.96 4.4 1.73 6.67 03-2014 03-2021
6.47 8.56 9.14 5.9 1.36 7.52 02-2014 02-2021
5.63 4.99 7.27 3.38 1.39 5.32 01-2014 01-2021
3.96 4.09 5.32 2.74 0.91 4.03 12-2013 12-2020
1.52 2.77 4.13 0.19 1.46 2.15 11-2013 11-2020
2.18 1.53 3.19 0.53 0.97 1.86 10-2013 10-2020
3.7 3.15 5.97 0.94 1.79 3.44 09-2013 09-2020
4.91 5.14 6.52 3.54 1.06 5.03 08-2013 08-2020
3.46 1.64 4.41 0.71 1.46 2.55 07-2013 07-2020
1.14 0.31 2.64 -1.16 1.38 0.73 06-2013 06-2020
-2.66 -2.49 -1.34 -3.8 0.87 -2.57 05-2013 05-2020
-2.89 -2.01 -0.57 -4.3 1.35 -2.44 04-2013 04-2020
-3.3 0.59 2.35 -4.96 2.93 -1.33 03-2013 03-2020
0.85 1.08 3.09 -1.12 1.49 0.97 02-2013 02-2020
0.76 0.82 1.85 -0.25 0.74 0.8 01-2013 01-2020
1.73 1.42 2.51 0.65 0.67 1.58 12-2012 12-2019
3.17 2.74 3.81 2.1 0.62 2.96 11-2012 11-2019
2.5 2.48 3.63 1.36 0.8 2.49 10-2012 10-2019
3.31 2.61 4.62 1.33 1.19 2.97 09-2012 09-2019
2.89 3.14 4.55 1.5 1.08 3.02 08-2012 08-2019
3.61 4.15 5.95 1.84 1.47 3.89 07-2012 07-2019
5.33 4.73 6.1 3.97 0.78 5.03 06-2012 06-2019
4.48 4.49 5.98 3.02 1.05 4.49 05-2012 05-2019
4.24 3.9 4.85 3.29 0.56 4.07 04-2012 04-2019
3.16 3.23 4.65 1.76 1.02 3.2 03-2012 03-2019
2.38 1.45 3.42 0.43 1.11 1.92 02-2012 02-2019
7.08 4.8 8.33 3.6 1.86 5.95 01-2012 01-2019
7.1 5.93 8.44 4.62 1.41 6.52 12-2011 12-2018
6.19 5.01 7.26 3.96 1.24 5.61 11-2011 11-2018
4.72 5.2 6.35 3.59 0.99 4.96 10-2011 10-2018
5.42 5.83 6.89 4.38 0.9 5.63 09-2011 09-2018
6.18 4.93 6.97 4.16 1.09 5.56 08-2011 08-2018
3.24 3.77 4.43 2.59 0.68 3.51 07-2011 07-2018
4.34 4.82 5.84 3.34 0.9 4.58 06-2011 06-2018
5.09 4.79 5.87 4.03 0.66 4.95 05-2011 05-2018

Rolling return for 10 year

Average return: 8.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.66 12.13 12.86 10.94 0.7 11.9 04-2015 04-2025
11.4 11.82 13.09 10.15 1.05 11.61 03-2015 03-2025
11.02 11.29 12.13 10.19 0.69 11.16 02-2015 02-2025
10.81 11.58 12.15 10.25 0.72 11.2 01-2015 01-2025
11.96 12.01 13.03 10.96 0.73 11.99 12-2014 12-2024
11.64 11.89 12.52 11.02 0.54 11.77 11-2014 11-2024
13.1 13.14 14.42 11.82 0.92 13.12 10-2014 10-2024
13.63 13.08 14.4 12.32 0.76 13.36 09-2014 09-2024
12.96 13.05 13.76 12.26 0.53 13.01 08-2014 08-2024
12.94 12.18 13.66 11.46 0.82 12.56 07-2014 07-2024
10.96 11.3 12.53 9.75 0.99 11.14 06-2014 06-2024
14.4 11.53 15.32 10.64 1.94 12.97 05-2014 05-2024
14.47 14.65 15.4 13.73 0.59 14.56 04-2014 04-2024
15.94 14.62 17.02 13.56 1.31 15.29 03-2014 03-2024
16.33 16.76 17.2 15.9 0.48 16.55 02-2014 02-2024
15.27 14.41 16.15 13.55 0.97 14.85 01-2014 01-2024
13.46 13.74 14.68 12.53 0.77 13.6 12-2013 12-2023
12.15 12.53 13.57 11.12 0.88 12.34 11-2013 11-2023
12.92 12.38 13.67 11.65 0.74 12.66 10-2013 10-2023
14.08 12.73 14.88 11.94 1.14 13.41 09-2013 09-2023
14.03 13.35 14.39 12.99 0.55 13.69 08-2013 08-2023
12.81 11.48 13.61 10.7 1.13 12.15 07-2013 07-2023
10.76 9.6 11.38 9 0.94 10.19 06-2013 06-2023
8.92 8.31 9.2 8.02 0.47 8.61 05-2013 05-2023
8.91 8.43 9.55 7.8 0.64 8.67 04-2013 04-2023
8.73 7.91 9.23 7.41 0.71 8.32 03-2013 03-2023
7.79 6.67 8.15 6.32 0.76 7.23 02-2013 02-2023
6.71 6.49 7.25 5.96 0.46 6.6 01-2013 01-2023
6.96 7.04 7.85 6.17 0.59 7.01 12-2012 12-2022
7.5 7.49 8.27 6.73 0.54 7.5 11-2012 11-2022
6.77 6.61 7.45 5.94 0.54 6.69 10-2012 10-2022
7.4 7.12 8.59 5.96 0.94 7.27 09-2012 09-2022
7.78 7.25 8.28 6.75 0.57 7.52 08-2012 08-2022
6.01 5.82 7.11 4.74 0.84 5.92 07-2012 07-2022
5.55 5.89 6.85 4.59 0.81 5.72 06-2012 06-2022
6.38 6.29 7.35 5.33 0.71 6.34 05-2012 05-2022
6.41 6.23 6.91 5.74 0.42 6.32 04-2012 04-2022
5.67 5.14 6.15 4.66 0.56 5.4 03-2012 03-2022
5.41 5.23 6.65 4.01 0.94 5.33 02-2012 02-2022
8.63 6.8 9.3 6.14 1.29 7.72 01-2012 01-2022
8.12 7.18 8.95 6.36 0.97 7.65 12-2011 12-2021
7.47 6.95 8.55 5.89 0.96 7.21 11-2011 11-2021
7.34 7.54 8.36 6.52 0.65 7.44 10-2011 10-2021
6.09 6.35 7.09 5.35 0.62 6.22 09-2011 09-2021
5.64 4.88 6.31 4.22 0.79 5.26 08-2011 08-2021
4.4 4.2 4.66 3.94 0.26 4.3 07-2011 07-2021
4.73 4.6 5.3 4.02 0.45 4.66 06-2011 06-2021
3.92 4.02 4.76 3.18 0.56 3.97 05-2011 05-2021
2.28 2.61 3.06 1.83 0.45 2.44 04-2011 04-2021
2.98 3.1 3.93 2.16 0.63 3.04 03-2011 03-2021
2.38 3.31 4.17 1.54 0.99 2.85 02-2011 02-2021
1.14 1.06 2.24 -0.03 0.8 1.1 01-2011 01-2021
0.1 -0.13 1.02 -1.04 0.73 -0.01 12-2010 12-2020
-2.32 -2.06 -0.57 -3.79 1.14 -2.19 11-2010 11-2020
-3.34 -3.3 -2.67 -3.96 0.46 -3.32 10-2010 10-2020
-2.78 -1.96 -1.3 -3.43 0.81 -2.37 09-2010 09-2020
-1.49 -1.3 -0.43 -2.35 0.68 -1.39 08-2010 08-2020
-1.22 -0.98 -0.58 -1.62 0.38 -1.1 07-2010 07-2020
-0.85 -0.71 0.18 -1.73 0.68 -0.78 06-2010 06-2020
-1.64 -1.46 -0.7 -2.39 0.6 -1.55 05-2010 05-2020
-2.55 -1.47 -0.93 -3.08 0.85 -2.01 04-2010 04-2020
-2.49 1.04 1.47 -2.9 1.99 -0.72 03-2010 03-2020
1.7 2.72 3.27 1.15 0.83 2.21 02-2010 02-2020
2.76 2.58 3.53 1.81 0.61 2.67 01-2010 01-2020
2.71 2.6 3.26 2.05 0.43 2.66 12-2009 12-2019
4 3.02 4.46 2.57 0.75 3.51 11-2009 11-2019
3.14 2.7 3.93 1.92 0.73 2.92 10-2009 10-2019
4.04 3.16 4.95 2.26 1 3.6 09-2009 09-2019
4.44 4.78 5.61 3.62 0.71 4.61 08-2009 08-2019
7.54 6.75 9.24 5.09 1.49 7.15 07-2009 07-2019
7.8 7.02 8.35 6.48 0.72 7.41 06-2009 06-2019
10.47 7.59 11.57 6.53 2.05 9.04 05-2009 05-2019
13.91 11.69 14.38 11.23 1.36 12.8 04-2009 04-2019
15.03 14.31 16.19 13.17 1.1 14.68 03-2009 03-2019
12.93 12.35 13.73 11.56 0.79 12.64 02-2009 02-2019
12.82 11.96 13.74 11.05 1 12.39 01-2009 01-2019
13.22 12.47 14.21 11.5 0.99 12.85 12-2008 12-2018
13.69 12.87 14.49 12.08 0.9 13.28 11-2008 11-2018
13.85 10.91 15.1 9.72 2.17 12.39 10-2008 10-2018
11 10.49 12.08 9.43 0.95 10.75 09-2008 09-2018
10.83 10.06 11.41 9.49 0.73 10.45 08-2008 08-2018
11.64 10.51 12.54 9.62 1.11 11.08 07-2008 07-2018
11.49 10.09 12.61 8.99 1.37 10.79 06-2008 06-2018
9.35 9.02 9.91 8.46 0.53 9.18 05-2008 05-2018
10.38 9.47 10.84 9.01 0.72 9.93 04-2008 04-2018
10.62 9.68 11.54 8.78 1.03 10.15 03-2008 03-2018
10.11 9.59 10.93 8.79 0.78 9.86 02-2008 02-2018
11.09 7.31 11.5 6.91 2.1 9.2 01-2008 01-2018
8.39 7.59 9.1 6.88 0.83 7.99 12-2007 12-2017
9.7 8.78 10.4 8.1 0.88 9.24 11-2007 11-2017
10.79 10.39 12.05 9.15 1.04 10.59 10-2007 10-2017
11.59 10.45 12.32 9.73 1 11.02 09-2007 09-2017
12.66 11.87 13.43 11.11 0.87 12.27 08-2007 08-2017
11.38 11.16 12.04 10.5 0.55 11.27 07-2007 07-2017
12.05 11.77 12.67 11.16 0.54 11.91 06-2007 06-2017
12.63 12.21 13.42 11.43 0.72 12.42 05-2007 05-2017
14.72 13.17 15.11 12.78 0.99 13.95 04-2007 04-2017
14.37 13.83 14.91 13.3 0.6 14.1 03-2007 03-2017
13.48 12.4 13.95 11.95 0.8 12.95 02-2007 02-2017
11.52 12.12 12.8 10.85 0.72 11.82 01-2007 01-2017
11.71 11.26 12.69 10.29 0.86 11.49 12-2006 12-2016
10.77 11.3 11.72 10.36 0.52 11.04 11-2006 11-2016
11.33 11.33 11.76 10.9 0.3 11.33 10-2006 10-2016
11.67 11.18 12.29 10.56 0.64 11.43 09-2006 09-2016
12.63 11.8 13.42 11.03 0.89 12.22 08-2006 08-2016
13.07 12.55 14 11.63 0.86 12.81 07-2006 07-2016
12.09 10.7 12.96 9.85 1.2 11.4 06-2006 06-2016
9.3 7.47 10.21 6.58 1.44 8.39 05-2006 05-2016
8 8.44 8.92 7.53 0.52 8.22 04-2006 04-2016
7.28 8.15 8.78 6.66 0.81 7.72 03-2006 03-2016
7.01 7.98 8.39 6.61 0.72 7.5 02-2006 02-2016
8.18 9.63 10.24 7.58 1.07 8.91 01-2006 01-2016
10.36 10.33 11.18 9.51 0.59 10.34 12-2005 12-2015
11.53 10.78 11.94 10.37 0.62 11.15 11-2005 11-2015
11.81 10.68 12.55 9.96 1 11.25 10-2005 10-2015
10.57 10.49 11.48 9.59 0.67 10.53 09-2005 09-2015
11.16 12.73 13.19 10.71 1.04 11.95 08-2005 08-2015
13.23 12.86 13.76 12.33 0.52 13.04 07-2005 07-2015
13.49 14.17 14.55 13.12 0.56 13.83 06-2005 06-2015
14.7 14.73 15.54 13.9 0.58 14.72 05-2005 05-2015

Rolling return for 12 year

Average return: 8.83
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.74 12.78 13.75 11.79 0.69 12.77 04-2013 04-2025
12.49 12.76 13.91 11.35 0.91 12.63 03-2013 03-2025
11.77 11.41 12.7 10.49 0.79 11.59 02-2013 02-2025
10.95 11.41 12.06 10.3 0.64 11.18 01-2013 01-2025
12.31 12.49 13.2 11.61 0.57 12.4 12-2012 12-2024
13.08 13.14 13.82 12.4 0.5 13.11 11-2012 11-2024
13.47 13.83 14.58 12.73 0.67 13.65 10-2012 10-2024
14.63 13.98 15.28 13.34 0.72 14.31 09-2012 09-2024
14.5 14.27 15.18 13.6 0.56 14.39 08-2012 08-2024
14.02 13.49 14.63 12.88 0.65 13.76 07-2012 07-2024
12.93 13.4 14.26 12.08 0.79 13.17 06-2012 06-2024
13.09 12.91 13.84 12.16 0.6 13 05-2012 05-2024
11.97 12.13 12.73 11.38 0.48 12.05 04-2012 04-2024
11.18 11.15 12.04 10.3 0.62 11.17 03-2012 03-2024
11.53 10.98 12.23 10.29 0.71 11.26 02-2012 02-2024
13.1 11.64 13.81 10.93 1.14 12.37 01-2012 01-2024
12.21 11.68 13.22 10.69 0.91 11.95 12-2011 12-2023
10.01 9.8 11.17 8.66 0.89 9.91 11-2011 11-2023
9.19 9.1 9.79 8.5 0.46 9.14 10-2011 10-2023
8.77 8.78 9.41 8.15 0.45 8.78 09-2011 09-2023
8.58 7.66 8.87 7.37 0.62 8.12 08-2011 08-2023
7.03 7.26 7.66 6.64 0.37 7.15 07-2011 07-2023
6.76 6.65 7.25 6.16 0.39 6.71 06-2011 06-2023
6.52 6.12 6.76 5.89 0.34 6.32 05-2011 05-2023
5.34 5.47 5.86 4.96 0.32 5.41 04-2011 04-2023
5.81 5.51 6.22 5.1 0.41 5.66 03-2011 03-2023
6.13 5.69 6.41 5.4 0.39 5.91 02-2011 02-2023
5.64 5.06 6.09 4.62 0.56 5.35 01-2011 01-2023
4.82 4.54 5.54 3.83 0.61 4.68 12-2010 12-2022
4.17 3.48 4.79 2.87 0.72 3.83 11-2010 11-2022
3.04 3.04 3.59 2.49 0.39 3.04 10-2010 10-2022
3.5 3.86 4.45 2.92 0.56 3.68 09-2010 09-2022
4.47 4.11 4.87 3.71 0.43 4.29 08-2010 08-2022
4 4.54 4.9 3.65 0.48 4.27 07-2010 07-2022
4.34 4.64 5.42 3.57 0.66 4.49 06-2010 06-2022
5.42 5.54 6.22 4.74 0.52 5.48 05-2010 05-2022
5.97 5.9 6.38 5.49 0.32 5.93 04-2010 04-2022
5.88 5.91 6.29 5.51 0.28 5.9 03-2010 03-2022
5.76 6.32 6.8 5.29 0.57 6.04 02-2010 02-2022
6.11 5.84 6.66 5.3 0.49 5.98 01-2010 01-2022
5.61 5.71 6.28 5.04 0.44 5.66 12-2009 12-2021
6.8 6.45 7.68 5.57 0.76 6.62 11-2009 11-2021
6.98 6.76 7.83 5.92 0.68 6.87 10-2009 10-2021
7.17 6.48 8.02 5.65 0.87 6.83 09-2009 09-2021
7.31 7.17 7.88 6.61 0.45 7.24 08-2009 08-2021
9.16 7.31 9.38 7.08 1.04 8.23 07-2009 07-2021
8.26 7.64 8.76 7.15 0.61 7.95 06-2009 06-2021
10.31 7.74 11.06 7.02 1.69 9.03 05-2009 05-2021
11.8 10.3 12.51 9.61 1.15 11.05 04-2009 04-2021
13.16 12.5 14.03 11.64 0.88 12.83 03-2009 03-2021
11.33 11.8 12.94 10.2 0.98 11.57 02-2009 02-2021
10.2 9.75 11.2 8.76 0.88 9.98 01-2009 01-2021
10.09 9.52 10.93 8.69 0.82 9.81 12-2008 12-2020
8.39 8.71 10.01 7.1 1.04 8.55 11-2008 11-2020
8.38 5.69 9 5.08 1.68 7.04 10-2008 10-2020
5.31 5.38 6.64 4.06 0.91 5.35 09-2008 09-2020
5.3 5.16 6.24 4.23 0.71 5.23 08-2008 08-2020
6.23 5.2 6.81 4.63 0.85 5.72 07-2008 07-2020
5.41 4.33 6.32 3.44 1.09 4.88 06-2008 06-2020
2.2 2.31 3.01 1.51 0.53 2.26 05-2008 05-2020
2.08 2.42 3.49 1.02 0.88 2.25 04-2008 04-2020
2.1 4.07 5.54 0.68 1.85 3.1 03-2008 03-2020
4.28 4.56 5.62 3.23 0.85 4.42 02-2008 02-2020
5.57 2.89 6.23 2.25 1.7 4.24 01-2008 01-2020
3.88 3.14 4.35 2.68 0.65 3.51 12-2007 12-2019
5.02 4.12 5.4 3.74 0.67 4.57 11-2007 11-2019
5.84 5.2 6.52 4.53 0.74 5.52 10-2007 10-2019
6.48 5.78 7.27 5.01 0.84 6.14 09-2007 09-2019
7.22 6.97 8.22 5.98 0.8 7.1 08-2007 08-2019
7.41 8.1 8.82 6.69 0.79 7.75 07-2007 07-2019
9.14 8.88 9.61 8.42 0.43 9.01 06-2007 06-2019
8.78 8.71 9.68 7.81 0.66 8.75 05-2007 05-2019
10.86 9.67 11.24 9.3 0.8 10.27 04-2007 04-2019
10.49 10.54 11.42 9.63 0.63 10.52 03-2007 03-2019
9.03 8.43 9.67 7.8 0.69 8.73 02-2007 02-2019
8.91 9.1 9.65 8.37 0.46 9.01 01-2007 01-2019
9.49 9.12 10.28 8.33 0.7 9.3 12-2006 12-2018
8.94 9.24 9.58 8.61 0.36 9.09 11-2006 11-2018
8.69 9.33 9.68 8.34 0.53 9.01 10-2006 10-2018
10.13 10.1 11.02 9.22 0.64 10.12 09-2006 09-2018
11.77 10.92 12.25 10.44 0.71 11.34 08-2006 08-2018
12.18 11.73 12.93 10.99 0.7 11.96 07-2006 07-2018
12.57 11.62 13.51 10.69 1.05 12.1 06-2006 06-2018
11.36 9.51 11.83 9.05 1.18 10.44 05-2006 05-2018
10.4 10.39 10.79 10 0.28 10.39 04-2006 04-2018
10.73 10.97 11.5 10.2 0.47 10.85 03-2006 03-2018
11.71 12.05 12.4 11.36 0.39 11.88 02-2006 02-2018
12.49 12.32 12.84 11.97 0.31 12.41 01-2006 01-2018
12.64 12.53 13.26 11.91 0.48 12.58 12-2005 12-2017
13.49 13.1 14.09 12.51 0.58 13.3 11-2005 11-2017
13.32 12.81 14.39 11.75 0.95 13.07 10-2005 10-2017
12.69 12.47 13.31 11.86 0.52 12.58 09-2005 09-2017
12.87 13.13 13.51 12.48 0.38 13 08-2005 08-2017
13.2 13 13.76 12.45 0.47 13.1 07-2005 07-2017
13.33 13.54 13.85 13.02 0.3 13.44 06-2005 06-2017
14.25 14.24 14.91 13.58 0.47 14.25 05-2005 05-2017
14.56 13.99 14.89 13.67 0.48 14.28 04-2005 04-2017

Rolling return for 15 year

Average return: 10.06
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.68 10.06 10.46 9.28 0.44 9.87 04-2010 04-2025
9.74 10.54 10.85 9.44 0.57 10.14 03-2010 03-2025
10.11 10.44 10.84 9.71 0.42 10.27 02-2010 02-2025
10.27 10.47 11.15 9.59 0.56 10.37 01-2010 01-2025
10.82 11.04 11.52 10.34 0.42 10.93 12-2009 12-2024
11.63 11.18 12.21 10.6 0.59 11.41 11-2009 11-2024
11.64 11.63 12.52 10.76 0.62 11.64 10-2009 10-2024
12.79 12.01 13.3 11.5 0.69 12.4 09-2009 09-2024
13.2 13.14 13.73 12.6 0.4 13.17 08-2009 08-2024
14.67 13.41 15.16 12.92 0.91 14.04 07-2009 07-2024
13.1 13.24 14.17 12.18 0.71 13.17 06-2009 06-2024
15.52 13.36 16.14 12.76 1.42 14.45 05-2009 05-2024
17.11 15.88 17.74 15.26 0.98 16.5 04-2009 04-2024
17.78 17.23 18.51 16.51 0.73 17.51 03-2009 03-2024
17.05 16.68 17.63 16.1 0.56 16.87 02-2009 02-2024
15.83 15.2 16.42 14.62 0.67 15.52 01-2009 01-2024
15.37 15.01 16.19 14.2 0.71 15.19 12-2008 12-2023
14.32 14.19 15.28 13.24 0.72 14.26 11-2008 11-2023
14.49 12.19 14.99 11.7 1.42 13.34 10-2008 10-2023
11.87 11.33 12.4 10.82 0.59 11.6 09-2008 09-2023
11.23 10.57 11.47 10.33 0.47 10.9 08-2008 08-2023
11.95 11.12 12.48 10.6 0.73 11.54 07-2008 07-2023
11.07 9.81 11.48 9.41 0.86 10.44 06-2008 06-2023
9.08 8.69 9.27 8.49 0.31 8.88 05-2008 05-2023
9.09 8.61 9.52 8.19 0.5 8.85 04-2008 04-2023
9.2 8.32 9.54 7.99 0.63 8.76 03-2008 03-2023
8.29 7.65 8.52 7.41 0.45 7.97 02-2008 02-2023
8.66 6.28 9.03 5.92 1.38 7.47 01-2008 01-2023
6.97 6.56 7.56 5.98 0.58 6.77 12-2007 12-2022
7.56 7.02 8.07 6.51 0.58 7.29 11-2007 11-2022
8.06 7.45 8.52 6.99 0.58 7.75 10-2007 10-2022
8.62 8.2 9.41 7.41 0.72 8.41 09-2007 09-2022
9.68 9 10.02 8.67 0.53 9.34 08-2007 08-2022
8.28 8.44 9.02 7.7 0.47 8.36 07-2007 07-2022
8.52 8.83 9.41 7.95 0.53 8.68 06-2007 06-2022
9.21 9.08 9.87 8.43 0.51 9.15 05-2007 05-2022
11.02 10.11 11.36 9.77 0.65 10.56 04-2007 04-2022
10.74 10.39 11.08 10.05 0.38 10.57 03-2007 03-2022
9.78 9.64 10.64 8.79 0.66 9.71 02-2007 02-2022
9.59 9.6 10.04 9.15 0.31 9.59 01-2007 01-2022
9.7 9.32 10.26 8.77 0.54 9.51 12-2006 12-2021
9.26 9.71 9.98 8.99 0.38 9.48 11-2006 11-2021
9.67 10.09 10.37 9.39 0.38 9.88 10-2006 10-2021
9.63 9.59 10.32 8.9 0.5 9.61 09-2006 09-2021
10.25 9.66 10.71 9.2 0.57 9.96 08-2006 08-2021
11.15 10.39 11.34 10.21 0.48 10.77 07-2006 07-2021
11.15 10.07 11.56 9.66 0.77 10.61 06-2006 06-2021
9.25 8.01 9.84 7.43 0.96 8.63 05-2006 05-2021
7.66 7.89 8.2 7.34 0.31 7.77 04-2006 04-2021
7.98 8.22 8.64 7.56 0.39 8.1 03-2006 03-2021
7.48 8.45 8.72 7.21 0.63 7.96 02-2006 02-2021
7.33 7.71 8.11 6.93 0.44 7.52 01-2006 01-2021
7.45 7.55 8.11 6.9 0.43 7.5 12-2005 12-2020
6.61 7.14 7.88 5.87 0.73 6.88 11-2005 11-2020
6.46 5.77 6.95 5.28 0.64 6.12 10-2005 10-2020
6.06 6.5 7.14 5.43 0.62 6.28 09-2005 09-2020
6.69 7.16 7.45 6.4 0.41 6.92 08-2005 08-2020
6.95 6.85 7.42 6.39 0.37 6.9 07-2005 07-2020
6.86 7.36 7.6 6.63 0.39 7.11 06-2005 06-2020
6.41 6.58 7.08 5.91 0.42 6.49 05-2005 05-2020
5.99 6.49 7.16 5.32 0.67 6.24 04-2005 04-2020