NIFTY500 EQUAL WEIGHT

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.19
Weighted mean XIRR by duration 19.4
Mean XIRR 25.22
Standard deviation XIRR 11.51
Range XIRR 31.83

Summary

Duration Min Max Median Average XIRR (%)
1 year 2.84 70.05 49.07 46.63
3 year 13.87 30.86 24.25 23.58
5 year 18.87 31.14 25.70 25.50
7 year 10.53 17.44 14.86 14.80
10 year 12.46 19.10 15.34 15.59

Rolling return for 1 year

Average return: 46.63
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.63 16.99 23.58 2.84 7.91 13.01 01-2024 01-2025
29.75 27.75 36.22 21.69 5.19 28.85 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 56.57 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
61.32 60.78 70.05 52.52 6.2 61.17 04-2023 04-2024
55.18 58.31 69.91 44.58 9.03 57 03-2023 03-2024
57.34 58.52 64.36 51.76 4.47 58 02-2023 02-2024

Rolling return for 3 year

Average return: 23.58
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.85 18.88 21.98 13.87 2.96 17.9 01-2022 01-2025
22.41 21.74 24.41 19.78 1.65 22.08 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 24.74 05-2021 05-2024
26.91 26.96 29.16 24.75 1.56 26.94 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

Rolling return for 5 year

Average return: 25.50
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.84 25.42 27.08 22.23 1.8 24.64 01-2020 01-2025
27.5 27.73 28.74 26.5 0.8 27.62 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 28.44 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

Rolling return for 7 year

Average return: 14.80
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.47 12.58 13.55 10.53 1.14 12.03 01-2018 01-2025
13.99 13.58 14.79 12.79 0.72 13.79 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

Rolling return for 10 year

Average return: 15.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.03 13.92 14.5 12.46 0.79 13.48 01-2015 01-2025
14.84 14.38 15.4 13.83 0.58 14.61 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