NIFTY500 EQUAL WEIGHT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.16
Weighted mean CAGR by duration 12.81
Mean CAGR 16.63
Standard deviation CAGR 7.68
Range for CAGR 20.57

Summary

Duration Min Max Median Average XIRR (%)
1 year -12.73 65.61 37.42 31.78
3 year 11.02 42.52 24.73 24.94
5 year -3.72 36.64 12.36 13.86
7 year 2.35 17.44 11.69 11.67
10 year 0.92 19.16 11.62 11.50
12 year 2.21 18.25 11.12 11.21
15 year 6.73 19.57 10.86 11.45

Rolling return for 1 year

Average return: 31.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
-8 -1.68 3.65 -12.73 6.21 -4.69 04-2024 04-2025
-0.26 3.94 13.81 -8.91 8.17 2.15 03-2024 03-2025
-3.56 6.27 11 -7.67 7.46 1.51 02-2024 02-2025
6.75 17.74 24.36 1.06 9.11 12.48 01-2024 01-2025
28.7 27.75 36.22 20.7 5.5 28.34 12-2023 12-2024
36.82 34.79 46.95 25.51 7.62 36.02 11-2023 11-2024
41.86 46.75 56.42 33.09 8.43 44.53 10-2023 10-2024
48.94 46.53 52.71 42.91 3.57 47.77 09-2023 09-2024
49.2 50.83 58.26 42.19 5.71 50.12 08-2023 08-2024
57.11 55.83 64.42 48.9 5.51 56.56 07-2023 07-2024
45.96 56.62 65.61 38.03 10.46 51.56 06-2023 06-2024
53.02 56.68 63.42 46.71 6.05 54.96 05-2023 05-2024

Rolling return for 3 year

Average return: 24.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.6 15.52 17.17 11.02 2.41 14.08 04-2022 04-2025
16.61 18.54 21.86 13.44 3.05 17.61 03-2022 03-2025
17.53 17.21 23.17 11.85 4 17.44 02-2022 02-2025
16.17 19.13 22.24 13.21 3.36 17.69 01-2022 01-2025
22.08 21.74 24.41 19.45 1.76 21.92 12-2021 12-2024
20.33 20.32 23.23 17.49 2.03 20.34 11-2021 11-2024
20.1 21.42 24.08 17.53 2.36 20.78 10-2021 10-2024
25.15 24.09 26.2 23.07 1.17 24.63 09-2021 09-2024
25.19 24.7 27.67 22.27 1.92 24.96 08-2021 08-2024
24.87 24.94 26.78 23.06 1.32 24.91 07-2021 07-2024
21.73 24.54 26.96 19.41 2.85 23.16 06-2021 06-2024
25.19 24.24 27.96 21.55 2.29 24.73 05-2021 05-2024
26.91 26.96 29.16 24.75 1.56 26.95 04-2021 04-2024
24.26 25 28.07 21.28 2.41 24.65 03-2021 03-2024
28.97 26.65 30.86 24.82 2.29 27.82 02-2021 02-2024
28.67 28.66 31.04 26.34 1.66 28.68 01-2021 01-2024
28.38 28.39 31.16 25.67 1.94 28.4 12-2020 12-2023
30.64 28.65 34.45 25 3.41 29.68 11-2020 11-2023
30.44 31.71 33.24 28.94 1.59 31.08 10-2020 10-2023
33.03 31.01 34.88 29.22 2.12 32.04 09-2020 09-2023
32.43 28.79 34.57 26.74 3.05 30.63 08-2020 08-2023
32.26 32.69 34.65 30.33 1.53 32.48 07-2020 07-2023
35.18 31.41 37.72 28.99 3.36 33.33 06-2020 06-2023
36.9 36.31 38.83 34.41 1.58 36.61 05-2020 05-2023
38.2 32.99 40.81 30.52 4.08 35.63 04-2020 04-2023
39.2 23.32 42.52 20.44 9.62 31.37 03-2020 03-2023
22.16 19.89 23.64 18.46 2 21.04 02-2020 02-2023
21.54 21.16 23.84 18.91 1.75 21.36 01-2020 01-2023
22.93 24.86 26.51 21.33 1.95 23.91 12-2019 12-2022
23.52 23.88 24.85 22.56 0.82 23.7 11-2019 11-2022
25.19 23.14 26.35 22.01 1.7 24.17 10-2019 10-2022
25.21 24.58 28.11 21.76 2.26 24.91 09-2019 09-2022
25.95 25.33 27.6 23.71 1.39 25.65 08-2019 08-2022
19.6 18.23 23.06 14.91 2.92 18.95 07-2019 07-2022
14.3 16.11 18.85 11.67 2.62 15.23 06-2019 06-2022
16.86 18.05 21.38 13.66 2.76 17.49 05-2019 05-2022

Rolling return for 5 year

Average return: 13.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
31.4 30.04 34.57 26.97 2.73 30.74 04-2020 04-2025
33.08 25.28 36.64 22.01 5.86 29.25 03-2020 03-2025
22.57 23.76 26.07 20.33 2.07 23.18 02-2020 02-2025
23.41 25.58 27.24 21.8 2.07 24.51 01-2020 01-2025
27.29 27.73 28.74 26.29 0.88 27.51 12-2019 12-2024
26 27.22 27.81 25.41 0.95 26.61 11-2019 11-2024
28.16 28.69 30.69 26.2 1.6 28.43 10-2019 10-2024
30.41 28.88 31.06 28.24 1.13 29.65 09-2019 09-2024
29.61 29.74 31.14 28.22 1.03 29.68 08-2019 08-2024
28.41 26.51 29.58 25.36 1.64 27.46 07-2019 07-2024
22.85 24.25 25.99 21.15 1.78 23.56 06-2019 06-2024
23.05 22.61 24.68 21.01 1.31 22.84 05-2019 05-2024
21.31 21.67 22.59 20.39 0.79 21.49 04-2019 04-2024
20.61 21.05 22.81 18.87 1.4 20.84 03-2019 03-2024
23.4 23.01 24.48 21.94 0.91 23.21 02-2019 02-2024
21.48 21.03 22.82 19.71 1.11 21.26 01-2019 01-2024
19.73 19.6 21.27 18.08 1.13 19.67 12-2018 12-2023
16.7 18.14 18.73 16.12 1.05 17.42 11-2018 11-2023
17.8 17.66 19.32 16.17 1.11 17.74 10-2018 10-2023
16.91 14.3 17.88 13.36 1.85 15.61 09-2018 09-2023
12.95 13.14 14.04 12.06 0.7 13.05 08-2018 08-2023
13.43 13.22 14.65 12.01 0.94 13.33 07-2018 07-2023
11.73 11.19 12.99 9.95 1.09 11.47 06-2018 06-2023
9.4 8.72 10.32 7.81 0.92 9.06 05-2018 05-2023
7.13 7.39 8.34 6.19 0.77 7.26 04-2018 04-2023
6.98 6.96 8.51 5.45 1.08 6.97 03-2018 03-2023
6.7 6.03 7.47 5.27 0.81 6.37 02-2018 02-2023
5.68 5.61 6.88 4.43 0.87 5.65 01-2018 01-2023
6.64 6.9 8.49 5.08 1.21 6.78 12-2017 12-2022
7.93 7.5 8.63 6.81 0.66 7.72 11-2017 11-2022
8.83 7.6 9.44 7.01 0.96 8.22 10-2017 10-2022
9.07 9.2 10.58 7.71 1.02 9.14 09-2017 09-2022
9.67 9.08 10.53 8.24 0.84 9.38 08-2017 08-2022
6.75 7.8 8.59 5.97 1 7.28 07-2017 07-2022
6.22 8.06 8.74 5.56 1.3 7.14 06-2017 06-2022
7.95 8.78 10.43 6.33 1.48 8.37 05-2017 05-2022
10.32 10.26 11.26 9.33 0.68 10.29 04-2017 04-2022
9.54 10.15 11.37 8.35 1.09 9.85 03-2017 03-2022
10.1 12.58 13.42 9.28 1.71 11.35 02-2017 02-2022
14.12 14.3 15.9 12.54 1.19 14.21 01-2017 01-2022
14.58 14.62 16.09 13.13 1.05 14.61 12-2016 12-2021
14.93 13.31 16.59 11.7 1.82 14.13 11-2016 11-2021
12.92 13.77 14.39 12.31 0.79 13.35 10-2016 10-2021
12.71 12.85 13.85 11.71 0.76 12.78 09-2016 09-2021
11.9 12.56 13.49 10.98 0.92 12.23 08-2016 08-2021
12.8 12.79 13.8 11.8 0.71 12.8 07-2016 07-2021
13.06 12.97 14.37 11.68 0.95 13.02 06-2016 06-2021
11.88 13.14 13.87 11.16 1.06 12.51 05-2016 05-2021
11.15 10.97 12.3 9.84 0.87 11.07 04-2016 04-2021
12.52 12.41 14.17 10.79 1.2 12.47 03-2016 03-2021
11.86 11.23 14.08 9.06 1.79 11.56 02-2016 02-2021
9.61 7.49 10.82 6.32 1.76 8.56 01-2016 01-2021
6.4 6.53 7.78 5.17 0.92 6.47 12-2015 12-2020
3.42 5.24 6.2 2.49 1.46 4.34 11-2015 11-2020
3.33 2.79 4.05 2.08 0.72 3.06 10-2015 10-2020
3.94 4.48 5.77 2.68 1.11 4.22 09-2015 09-2020
2.72 2.5 5.46 -0.16 1.99 2.63 08-2015 08-2020
0.64 0.54 1.53 -0.34 0.66 0.59 07-2015 07-2020
-0.58 0.88 2.26 -1.92 1.57 0.16 06-2015 06-2020
-2.75 -2.65 -1.67 -3.72 0.73 -2.7 05-2015 05-2020

Rolling return for 7 year

Average return: 11.67
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.14 12.34 13.05 10.44 1.02 11.74 04-2018 04-2025
11.7 12.66 13.82 10.55 1.2 12.18 03-2018 03-2025
11.17 12.34 13.43 10.11 1.24 11.76 02-2018 02-2025
11.2 12.69 13.65 10.25 1.31 11.95 01-2018 01-2025
13.86 13.58 14.79 12.66 0.76 13.72 12-2017 12-2024
13.78 14.09 14.94 12.93 0.72 13.93 11-2017 11-2024
15.19 15.41 16.81 13.81 1.06 15.3 10-2017 10-2024
16.8 16.18 17.22 15.76 0.56 16.49 09-2017 09-2024
16.45 16.34 17.44 15.36 0.74 16.4 08-2017 08-2024
16.01 16.16 16.77 15.41 0.48 16.09 07-2017 07-2024
14.21 15.77 16.29 13.7 1.07 14.99 06-2017 06-2024
14.57 14.41 15.65 13.34 0.82 14.49 05-2017 05-2024
14.22 14.34 15.08 13.48 0.57 14.28 04-2017 04-2024
14.04 14.62 15.52 13.15 0.86 14.33 03-2017 03-2024
15.39 15.49 16.11 14.77 0.48 15.44 02-2017 02-2024
16.1 15.85 17.01 14.95 0.73 15.98 01-2017 01-2024
15.8 15.81 16.87 14.75 0.75 15.81 12-2016 12-2023
14.33 13.42 15.75 12.03 1.35 13.88 11-2016 11-2023
12.23 12.81 13.25 11.79 0.56 12.52 10-2016 10-2023
13.28 13.23 13.95 12.56 0.49 13.25 09-2016 09-2023
12.68 12.79 13.46 12.02 0.51 12.74 08-2016 08-2023
12.38 12.53 13.24 11.67 0.56 12.46 07-2016 07-2023
12.51 12.42 13.41 11.53 0.67 12.47 06-2016 06-2023
12.26 12.42 12.94 11.75 0.42 12.34 05-2016 05-2023
11.55 11.5 12.45 10.61 0.65 11.53 04-2016 04-2023
12.14 12.03 13.28 10.9 0.84 12.09 03-2016 03-2023
13.24 11.79 13.83 11.21 1.06 12.52 02-2016 02-2023
12.33 10.79 13.24 9.91 1.3 11.57 01-2016 01-2023
10.91 11.35 12.29 9.99 0.83 11.13 12-2015 12-2022
11.49 11.29 12.01 10.77 0.44 11.39 11-2015 11-2022
11.21 10.69 11.65 10.25 0.53 10.95 10-2015 10-2022
12.02 12.14 13.13 11.05 0.74 12.09 09-2015 09-2022
11.67 10.03 12.29 9.42 1.17 10.85 08-2015 08-2022
9.09 9.66 10.44 8.33 0.77 9.38 07-2015 07-2022
9.34 10.11 11.19 8.29 1.06 9.73 06-2015 06-2022
9.87 10.87 11.66 9.08 0.98 10.37 05-2015 05-2022
11.62 10.71 12.3 10.04 0.86 11.17 04-2015 04-2022
10.03 9.93 11.34 8.64 0.96 9.98 03-2015 03-2022
9.66 11.14 12.02 8.81 1.25 10.41 02-2015 02-2022
11.44 11.87 12.68 10.64 0.74 11.66 01-2015 01-2022
11.74 11.37 12.79 10.34 0.88 11.56 12-2014 12-2021
11.17 11.83 12.31 10.69 0.62 11.5 11-2014 11-2021
12.71 12.76 13.76 11.72 0.72 12.74 10-2014 10-2021
11.76 11.41 12.57 10.61 0.7 11.59 09-2014 09-2021
11.58 11.89 12.71 10.76 0.7 11.73 08-2014 08-2021
11.78 11.11 12.48 10.42 0.77 11.45 07-2014 07-2021
11.32 10.81 12.24 9.9 0.85 11.07 06-2014 06-2021
13.32 11.34 14.76 9.94 1.84 12.34 05-2014 05-2021
13.18 12.92 14.02 12.09 0.69 13.05 04-2014 04-2021
14.88 14.23 16.08 13.05 1.1 14.56 03-2014 03-2021
14.39 15.44 16.01 13.84 0.85 14.92 02-2014 02-2021
14.09 13.53 14.99 12.64 0.85 13.81 01-2014 01-2021
12.88 12.83 13.91 11.8 0.75 12.86 12-2013 12-2020
11.15 12.59 13.27 10.49 1.11 11.88 11-2013 11-2020
12.33 11.47 12.89 10.92 0.76 11.9 10-2013 10-2020
12.99 12.84 14.41 11.45 1.05 12.92 09-2013 09-2020
12.53 13.48 14.67 11.37 1.21 13.01 08-2013 08-2020
11.03 9.99 11.74 9.29 0.94 10.51 07-2013 07-2020
8.2 8.7 10.39 6.54 1.37 8.46 06-2013 06-2020
5.26 5.28 6.09 4.46 0.58 5.27 05-2013 05-2020
4.37 6.18 6.96 3.61 1.35 5.28 04-2013 04-2020
3.73 8.9 10.36 2.35 3.37 6.33 03-2013 03-2020
9.32 9.07 10.78 7.64 1.11 9.2 02-2013 02-2020
8.33 8.29 9.35 7.28 0.73 8.31 01-2013 01-2020
7.44 7.7 8.04 7.09 0.35 7.57 12-2012 12-2019
8.61 8.24 8.98 7.88 0.41 8.43 11-2012 11-2019
7.69 8.24 8.88 7.06 0.67 7.97 10-2012 10-2019
8.73 8.58 10.04 7.29 0.97 8.66 09-2012 09-2019
8.42 8.62 9.25 7.79 0.52 8.52 08-2012 08-2019
9.35 9.94 11.25 8.07 1.14 9.65 07-2012 07-2019
11.13 11.15 12.25 10.05 0.78 11.14 06-2012 06-2019
10.91 10.85 12.24 9.54 0.95 10.88 05-2012 05-2019
10.7 10.58 11.3 9.98 0.47 10.64 04-2012 04-2019
10.09 10.25 11.24 9.11 0.76 10.17 03-2012 03-2019
9.26 8.5 10.19 7.59 0.96 8.88 02-2012 02-2019
12.88 11.37 14.06 10.21 1.46 12.13 01-2012 01-2019
13.15 12.03 14.28 10.92 1.25 12.6 12-2011 12-2018
12.24 10.28 12.64 9.89 1.19 11.26 11-2011 11-2018
10.03 10.04 11.13 8.95 0.77 10.04 10-2011 10-2018
10.49 12.01 12.95 9.57 1.31 11.25 09-2011 09-2018
12.71 10.98 13.34 10.36 1.22 11.85 08-2011 08-2018
9.32 9.84 10.3 8.86 0.54 9.58 07-2011 07-2018
10.4 10.62 11.68 9.35 0.83 10.51 06-2011 06-2018
10.99 11.15 12.16 9.99 0.77 11.07 05-2011 05-2018

Rolling return for 10 year

Average return: 11.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.91 12.13 13.26 10.8 0.87 12.03 04-2015 04-2025
11.96 12.45 13.45 10.97 0.89 12.21 03-2015 03-2025
11.97 12.93 13.55 11.35 0.85 12.45 02-2015 02-2025
12.84 14 14.57 12.27 0.91 13.42 01-2015 01-2025
14.75 14.38 15.4 13.74 0.6 14.57 12-2014 12-2024
13.84 14.31 14.66 13.5 0.44 14.08 11-2014 11-2024
14.88 15.29 16.01 14.17 0.67 15.09 10-2014 10-2024
15.62 15.07 15.91 14.78 0.44 15.34 09-2014 09-2024
15.5 15.59 16.18 14.91 0.45 15.54 08-2014 08-2024
15.55 15.09 16.08 14.57 0.56 15.32 07-2014 07-2024
14.35 14.76 15.8 13.32 0.89 14.56 06-2014 06-2024
16.75 15.06 17.52 14.31 1.28 15.91 05-2014 05-2024
17.14 16.96 17.76 16.35 0.5 17.05 04-2014 04-2024
17.61 17.36 18.69 16.3 0.85 17.49 03-2014 03-2024
18.58 18.7 19.1 18.18 0.33 18.64 02-2014 02-2024
18.28 17.87 18.93 17.23 0.62 18.08 01-2014 01-2024
17.32 17.29 18.08 16.54 0.54 17.31 12-2013 12-2023
16.67 17.19 17.68 16.18 0.56 16.93 11-2013 11-2023
17.48 17.19 18.23 16.44 0.64 17.34 10-2013 10-2023
18.66 18.01 19.16 17.52 0.62 18.34 09-2013 09-2023
18.17 17.87 18.74 17.31 0.52 18.02 08-2013 08-2023
17.02 16.35 17.65 15.73 0.72 16.69 07-2013 07-2023
15.67 15.07 16.32 14.43 0.7 15.37 06-2013 06-2023
13.89 13.76 14.37 13.29 0.38 13.83 05-2013 05-2023
13.54 13.6 14.18 12.97 0.43 13.57 04-2013 04-2023
13.3 13.04 14.1 12.24 0.66 13.17 03-2013 03-2023
13.03 12.21 13.44 11.8 0.65 12.62 02-2013 02-2023
12.14 12 12.77 11.37 0.5 12.07 01-2013 01-2023
11.87 12.58 12.83 11.62 0.5 12.22 12-2012 12-2022
12.89 12.71 13.25 12.35 0.32 12.8 11-2012 11-2022
12.67 12.51 12.98 12.2 0.28 12.59 10-2012 10-2022
13.43 13.15 14.21 12.37 0.66 13.29 09-2012 09-2022
13.4 13.38 13.85 12.94 0.32 13.39 08-2012 08-2022
12.33 12.36 13.3 11.41 0.67 12.35 07-2012 07-2022
12.07 12.62 13.39 11.3 0.76 12.34 06-2012 06-2022
12.66 12.96 13.95 11.69 0.81 12.82 05-2012 05-2022
13.17 13.14 13.66 12.66 0.35 13.16 04-2012 04-2022
12.14 12.37 13.07 11.44 0.58 12.25 03-2012 03-2022
12.19 12.65 13.87 10.99 1.03 12.42 02-2012 02-2022
15.45 14.41 16.34 13.53 1.06 14.93 01-2012 01-2022
15.25 14.4 16 13.65 0.88 14.82 12-2011 12-2021
14.32 13.45 15.15 12.64 0.94 13.89 11-2011 11-2021
13.75 13.7 14.49 12.97 0.54 13.73 10-2011 10-2021
12.81 12.71 13.38 12.15 0.44 12.76 09-2011 09-2021
12.44 11.58 13.24 10.79 0.92 12.01 08-2011 08-2021
10.95 11.11 11.44 10.62 0.3 11.03 07-2011 07-2021
10.91 10.81 11.56 10.17 0.49 10.86 06-2011 06-2021
9.75 10.03 10.73 9.06 0.6 9.89 05-2011 05-2021
8.67 8.71 9.24 8.15 0.39 8.69 04-2011 04-2021
9.37 9.52 10.17 8.72 0.52 9.45 03-2011 03-2021
9.1 9.16 10.17 8.09 0.74 9.13 02-2011 02-2021
7.81 6.97 8.4 6.39 0.77 7.39 01-2011 01-2021
6.8 6.42 7.49 5.74 0.63 6.61 12-2010 12-2020
4.85 4.71 6.25 3.34 1.03 4.79 11-2010 11-2020
3.82 3.87 4.18 3.51 0.24 3.84 10-2010 10-2020
4.21 4.46 5.12 3.56 0.56 4.34 09-2010 09-2020
4.08 4.9 5.46 3.52 0.74 4.49 08-2010 08-2020
4.03 4.06 4.49 3.6 0.31 4.04 07-2010 07-2020
3.51 4.17 4.97 2.72 0.83 3.84 06-2010 06-2020
3 2.54 3.57 1.98 0.59 2.77 05-2010 05-2020
1.42 2.74 3.17 0.99 0.9 2.08 04-2010 04-2020
1.29 5.4 5.79 0.92 2.25 3.35 03-2010 03-2020
6.09 6.52 7.07 5.55 0.56 6.31 02-2010 02-2020
6.25 5.88 6.95 5.19 0.64 6.07 01-2010 01-2020
6.15 5.99 6.57 5.57 0.36 6.07 12-2009 12-2019
7.76 6.71 8.01 6.46 0.66 7.23 11-2009 11-2019
6.66 6.54 7.49 5.72 0.63 6.6 10-2009 10-2019
6.88 6.77 7.78 5.88 0.67 6.83 09-2009 09-2019
7.72 7.06 8.3 6.49 0.68 7.39 08-2009 08-2019
10.2 9.33 11.53 8.02 1.28 9.77 07-2009 07-2019
10.3 9.65 11.07 8.88 0.81 9.98 06-2009 06-2019
13.51 10.55 14.46 9.64 2 12.04 05-2009 05-2019
16.53 14.63 16.97 14.2 1.19 15.58 04-2009 04-2019
17.98 17.07 18.84 16.22 0.98 17.53 03-2009 03-2019
16.4 16.1 17.09 15.42 0.6 16.25 02-2009 02-2019
16.65 15.34 17.51 14.5 1.16 16 01-2009 01-2019
17.13 15.9 17.95 15.1 1.1 16.52 12-2008 12-2018
17.33 15.38 17.62 15.1 1.13 16.36 11-2008 11-2018
16.39 12.14 17.21 11.36 2.56 14.28 10-2008 10-2018
12.29 11.76 14.04 10.05 1.42 12.03 09-2008 09-2018
11.73 11.43 12.17 10.99 0.43 11.58 08-2008 08-2018
12.05 11.63 12.75 10.93 0.66 11.84 07-2008 07-2018
11.7 10.71 12.61 9.83 1.04 11.21 06-2008 06-2018
10.22 10.22 11.03 9.42 0.57 10.22 05-2008 05-2018
11.49 10.49 11.98 10 0.78 10.99 04-2008 04-2018
12.04 10.4 12.85 9.61 1.28 11.22 03-2008 03-2018
10.54 9.91 11.29 9.18 0.78 10.23 02-2008 02-2018
10.91 7.9 11.58 7.25 1.86 9.41 01-2008 01-2018
8.94 7.91 9.75 7.11 1 8.43 12-2007 12-2017
9.81 9.18 10.38 8.61 0.66 9.5 11-2007 11-2017
9.91 9.82 10.84 8.9 0.69 9.87 10-2007 10-2017
10.3 9.91 10.99 9.23 0.64 10.11 09-2007 09-2017
10.9 10.7 11.64 9.98 0.59 10.8 08-2007 08-2017
10.41 10.32 10.82 9.91 0.32 10.37 07-2007 07-2017
10.89 10.55 11.24 10.2 0.39 10.72 06-2007 06-2017
10.91 11.15 11.75 10.31 0.52 11.03 05-2007 05-2017
12.17 11.45 12.67 10.95 0.66 11.81 04-2007 04-2017
11.63 11.37 12.24 10.76 0.53 11.5 03-2007 03-2017
10.41 9.55 10.83 9.14 0.67 9.98 02-2007 02-2017
9.01 9.18 9.77 8.43 0.48 9.1 01-2007 01-2017
9.47 9.27 10.17 8.57 0.57 9.37 12-2006 12-2016
9.12 10.27 10.69 8.71 0.81 9.7 11-2006 11-2016
10.67 10.44 10.97 10.14 0.3 10.55 10-2006 10-2016
10.81 10.7 11.3 10.21 0.39 10.75 09-2006 09-2016
12 11 12.46 10.55 0.76 11.5 08-2006 08-2016
12.41 11.83 12.91 11.34 0.59 12.12 07-2006 07-2016
12.41 10.36 13.11 9.69 1.41 11.39 06-2006 06-2016
9.28 7.34 9.63 6.99 1.16 8.31 05-2006 05-2016
8.01 7.95 8.65 7.31 0.47 7.98 04-2006 04-2016
7.87 8.16 8.71 7.33 0.5 8.02 03-2006 03-2016
7.95 8.86 9.32 7.5 0.72 8.41 02-2006 02-2016
8.98 10.11 10.65 8.45 0.87 9.55 01-2006 01-2016
10.54 10.71 11.18 10.07 0.4 10.62 12-2005 12-2015
11.61 11.01 12.11 10.5 0.61 11.31 11-2005 11-2015
11.92 10.82 12.6 10.15 0.95 11.37 10-2005 10-2015
10.18 9.8 10.85 9.13 0.62 9.99 09-2005 09-2015
11.33 11.56 12.93 9.98 1.05 11.45 08-2005 08-2015
13.03 12.36 13.58 11.81 0.67 12.7 07-2005 07-2015
12.57 12.81 13.34 12.05 0.46 12.69 06-2005 06-2015
14.18 13.41 14.75 12.84 0.73 13.79 05-2005 05-2015

Rolling return for 12 year

Average return: 11.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.88 15.54 16.03 14.4 0.62 15.21 04-2013 04-2025
15.08 15.45 16.35 14.18 0.78 15.27 03-2013 03-2025
14.66 14.96 16.01 13.62 0.85 14.81 02-2013 02-2025
14.38 15.19 15.84 13.73 0.8 14.79 01-2013 01-2025
15.3 15.63 15.85 15.09 0.29 15.47 12-2012 12-2024
15.55 15.78 16.24 15.09 0.41 15.66 11-2012 11-2024
15.79 16.34 16.74 15.39 0.52 16.06 10-2012 10-2024
17.29 16.62 17.53 16.38 0.47 16.95 09-2012 09-2024
16.79 16.96 17.36 16.39 0.35 16.88 08-2012 08-2024
16.92 16.56 17.37 16.12 0.46 16.74 07-2012 07-2024
15.87 16.43 17.1 15.21 0.7 16.15 06-2012 06-2024
15.82 15.61 16.45 14.98 0.52 15.71 05-2012 05-2024
15 15.07 15.51 14.57 0.33 15.04 04-2012 04-2024
14.35 14.62 15.22 13.76 0.52 14.49 03-2012 03-2024
14.94 14.33 15.36 13.91 0.56 14.63 02-2012 02-2024
16.39 15.3 16.92 14.77 0.85 15.85 01-2012 01-2024
15.85 15.12 16.47 14.51 0.74 15.49 12-2011 12-2023
14.08 13.49 14.9 12.68 0.81 13.79 11-2011 11-2023
13.2 13.15 13.81 12.55 0.45 13.18 10-2011 10-2023
13.12 12.96 13.51 12.57 0.34 13.04 09-2011 09-2023
12.81 11.88 13.26 11.43 0.73 12.35 08-2011 08-2023
11.01 11.23 11.51 10.74 0.28 11.12 07-2011 07-2023
10.96 10.85 11.47 10.34 0.4 10.91 06-2011 06-2023
10.33 10.13 10.71 9.74 0.35 10.23 05-2011 05-2023
9.31 9.38 9.82 8.87 0.34 9.35 04-2011 04-2023
9.67 9.78 10.32 9.13 0.42 9.72 03-2011 03-2023
10.34 9.82 10.67 9.49 0.46 10.08 02-2011 02-2023
9.66 8.97 10.18 8.46 0.66 9.32 01-2011 01-2023
9.35 9.22 10.14 8.44 0.6 9.29 12-2010 12-2022
9.3 8.27 9.59 7.98 0.68 8.79 11-2010 11-2022
8.28 8.27 8.53 8.02 0.18 8.27 10-2010 10-2022
8.81 8.87 9.44 8.25 0.42 8.84 09-2010 09-2022
9.04 8.9 9.39 8.55 0.3 8.97 08-2010 08-2022
8.44 8.84 9.22 8.07 0.43 8.64 07-2010 07-2022
8.68 9.05 9.75 7.99 0.64 8.87 06-2010 06-2022
9.54 9.67 10.58 8.64 0.69 9.61 05-2010 05-2022
10.06 10.06 10.45 9.67 0.28 10.06 04-2010 04-2022
9.56 9.99 10.32 9.23 0.41 9.78 03-2010 03-2022
9.82 10.71 11.19 9.35 0.72 10.27 02-2010 02-2022
10.59 10.38 11.31 9.67 0.58 10.49 01-2010 01-2022
10.56 10.66 11.17 10.06 0.39 10.61 12-2009 12-2021
11.88 11.43 12.55 10.76 0.65 11.66 11-2009 11-2021
11.78 11.55 12.38 10.95 0.51 11.67 10-2009 10-2021
11.63 11.22 12.1 10.75 0.5 11.43 09-2009 09-2021
12.06 11.65 12.72 10.99 0.63 11.86 08-2009 08-2021
13.84 12.37 14.26 11.96 0.97 13.11 07-2009 07-2021
12.55 11.89 13.1 11.35 0.66 12.22 06-2009 06-2021
14.55 12.11 15.4 11.28 1.69 13.33 05-2009 05-2021
15.99 14.55 16.49 14.06 1 15.27 04-2009 04-2021
17.54 16.78 18.25 16.07 0.82 17.16 03-2009 03-2021
16.24 16.38 17.2 15.43 0.63 16.31 02-2009 02-2021
15.76 14.51 16.3 13.98 0.93 15.14 01-2009 01-2021
15.53 14.47 16.15 13.86 0.89 15 12-2008 12-2020
13.96 13.4 15.23 12.15 1.11 13.68 11-2008 11-2020
13.69 9.9 14.02 9.58 2.06 11.8 10-2008 10-2020
9.46 8.41 10.25 7.63 1 8.94 09-2008 09-2020
7.56 8.16 8.75 6.97 0.66 7.86 08-2008 08-2020
8.04 7.54 8.44 7.15 0.49 7.79 07-2008 07-2020
6.51 6.26 7.77 5.02 0.98 6.39 06-2008 06-2020
4.08 3.92 4.56 3.45 0.4 4 05-2008 05-2020
3.92 4.24 5.42 2.76 0.95 4.08 04-2008 04-2020
4.1 5.98 7.93 2.21 2.13 5.05 03-2008 03-2020
6.24 5.95 7.06 5.14 0.69 6.1 02-2008 02-2020
6.25 3.88 6.83 3.32 1.5 5.07 01-2008 01-2020
4.76 3.63 5.11 3.3 0.75 4.2 12-2007 12-2019
5.86 5.1 6.07 4.9 0.49 5.48 11-2007 11-2019
5.95 5.82 6.64 5.14 0.53 5.89 10-2007 10-2019
6.36 6.24 7.11 5.5 0.57 6.3 09-2007 09-2019
6.93 6.66 7.41 6.19 0.44 6.8 08-2007 08-2019
6.72 7.38 7.79 6.32 0.57 7.05 07-2007 07-2019
8.1 8.17 8.73 7.54 0.42 8.13 06-2007 06-2019
8.24 8.51 9 7.76 0.45 8.38 05-2007 05-2019
9.72 9.07 10.06 8.73 0.52 9.39 04-2007 04-2019
9.44 9.39 10.1 8.73 0.48 9.41 03-2007 03-2019
8.16 7.65 8.69 7.12 0.58 7.9 02-2007 02-2019
8.1 8.27 8.76 7.61 0.41 8.18 01-2007 01-2019
8.98 8.86 9.61 8.23 0.49 8.92 12-2006 12-2018
9.04 8.92 9.27 8.69 0.21 8.98 11-2006 11-2018
8.71 8.91 9.34 8.27 0.38 8.81 10-2006 10-2018
9.76 10.68 11.18 9.27 0.75 10.22 09-2006 09-2018
12 11.16 12.37 10.79 0.63 11.58 08-2006 08-2018
11.97 11.67 12.56 11.08 0.53 11.82 07-2006 07-2018
12.76 11.21 13.52 10.47 1.21 11.99 06-2006 06-2018
10.96 9.69 11.64 9.02 1.03 10.33 05-2006 05-2018
10.44 10.24 10.84 9.84 0.36 10.34 04-2006 04-2018
10.72 10.92 11.39 10.26 0.41 10.82 03-2006 03-2018
11.55 11.78 12.17 11.16 0.37 11.66 02-2006 02-2018
12.35 12.45 12.91 11.89 0.36 12.4 01-2006 01-2018
12.42 12.72 13.12 12.02 0.4 12.57 12-2005 12-2017
13.11 12.67 13.6 12.18 0.53 12.89 11-2005 11-2017
12.81 12.11 13.61 11.32 0.85 12.46 10-2005 10-2017
11.72 11.41 12.3 10.84 0.53 11.57 09-2005 09-2017
12.23 11.7 12.85 11.09 0.65 11.97 08-2005 08-2017
13.39 12.71 13.73 12.37 0.54 13.05 07-2005 07-2017
13.38 13.24 13.68 12.95 0.26 13.31 06-2005 06-2017
14.28 13.88 15 13.17 0.66 14.08 05-2005 05-2017
14.42 14.4 14.85 13.97 0.31 14.41 04-2005 04-2017

Rolling return for 15 year

Average return: 11.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.56 11.13 11.44 10.25 0.47 10.85 04-2010 04-2025
10.94 11.65 11.92 10.67 0.51 11.29 03-2010 03-2025
11.32 11.98 12.37 10.94 0.56 11.65 02-2010 02-2025
11.69 12.08 12.83 10.94 0.68 11.88 01-2010 01-2025
12.78 12.79 13.2 12.36 0.3 12.78 12-2009 12-2024
13.52 13.15 14.07 12.61 0.53 13.34 11-2009 11-2024
13.4 13.46 14.14 12.73 0.5 13.43 10-2009 10-2024
14.21 13.68 14.4 13.49 0.37 13.95 09-2009 09-2024
14.57 14.14 15.02 13.7 0.49 14.36 08-2009 08-2024
15.96 14.78 16.32 14.43 0.79 15.37 07-2009 07-2024
14.33 14.31 15.3 13.35 0.69 14.32 06-2009 06-2024
16.6 14.44 17.11 13.94 1.36 15.52 05-2009 05-2024
18.1 16.93 18.52 16.52 0.82 17.52 04-2009 04-2024
18.85 18.38 19.57 17.67 0.69 18.62 03-2009 03-2024
18.68 18.36 19.03 18.02 0.37 18.52 02-2009 02-2024
18.24 17.21 18.67 16.78 0.76 17.73 01-2009 01-2024
17.99 17.12 18.5 16.62 0.73 17.56 12-2008 12-2023
17.12 16.3 17.79 15.63 0.82 16.71 11-2008 11-2023
16.86 13.95 17.36 13.47 1.72 15.41 10-2008 10-2023
13.81 12.6 14.12 12.29 0.78 13.21 09-2008 09-2023
12.13 12 12.49 11.64 0.3 12.07 08-2008 08-2023
12.5 12.16 12.91 11.76 0.42 12.33 07-2008 07-2023
11.71 10.87 12.13 10.46 0.66 11.29 06-2008 06-2023
9.95 9.72 10.25 9.41 0.31 9.83 05-2008 05-2023
10.02 9.45 10.43 9.04 0.53 9.73 04-2008 04-2023
10.33 9.24 10.85 8.73 0.84 9.79 03-2008 03-2023
9.25 8.61 9.51 8.34 0.47 8.93 02-2008 02-2023
9.14 7.13 9.55 6.73 1.22 8.14 01-2008 01-2023
8.17 7.57 8.79 6.95 0.68 7.87 12-2007 12-2022
9.18 8.61 9.41 8.38 0.42 8.89 11-2007 11-2022
9.55 9.08 9.75 8.88 0.35 9.32 10-2007 10-2022
9.89 9.67 10.39 9.17 0.44 9.78 09-2007 09-2022
10.49 10.16 10.78 9.87 0.34 10.32 08-2007 08-2022
9.18 9.47 9.8 8.85 0.35 9.32 07-2007 07-2022
9.31 9.71 10.17 8.86 0.48 9.51 06-2007 06-2022
9.91 10.35 10.75 9.52 0.46 10.13 05-2007 05-2022
11.55 11.05 11.86 10.74 0.43 11.3 04-2007 04-2022
10.93 10.96 11.54 10.35 0.42 10.95 03-2007 03-2022
10.31 10.55 11.41 9.46 0.69 10.43 02-2007 02-2022
10.69 10.86 11.26 10.29 0.35 10.77 01-2007 01-2022
11.15 11.02 11.63 10.54 0.39 11.09 12-2006 12-2021
11.03 11.27 11.56 10.74 0.3 11.15 11-2006 11-2021
11.42 11.54 11.9 11.06 0.3 11.48 10-2006 10-2021
11.44 11.41 11.81 11.03 0.28 11.42 09-2006 09-2021
11.97 11.52 12.49 10.99 0.55 11.74 08-2006 08-2021
12.54 12.15 12.87 11.82 0.4 12.34 07-2006 07-2021
12.63 11.22 13.06 10.8 0.94 11.93 06-2006 06-2021
10.14 9.24 10.79 8.6 0.84 9.69 05-2006 05-2021
9.05 8.95 9.42 8.57 0.3 9 04-2006 04-2021
9.4 9.56 9.93 9.03 0.32 9.48 03-2006 03-2021
9.24 9.65 9.95 8.93 0.39 9.44 02-2006 02-2021
9.19 9.23 9.59 8.83 0.27 9.21 01-2006 01-2021
9.14 9.3 9.61 8.83 0.28 9.22 12-2005 12-2020
8.81 9.05 9.77 8.09 0.6 8.93 11-2005 11-2020
8.98 8.07 9.23 7.82 0.59 8.53 10-2005 10-2020
8.06 8 8.69 7.37 0.47 8.03 09-2005 09-2020
8.38 8.45 9.34 7.51 0.65 8.42 08-2005 08-2020
8.74 8.28 9.06 7.96 0.42 8.51 07-2005 07-2020
8 8.69 9.02 7.67 0.54 8.34 06-2005 06-2020
8.23 7.78 8.63 7.39 0.47 8.01 05-2005 05-2020
7.59 8.49 8.83 7.25 0.64 8.04 04-2005 04-2020