NIFTY500 LARGEMIDSMALL EQUAL-CAP WEIGHTED

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.32
Weighted mean CAGR by duration 14
Mean CAGR 16.59
Standard deviation CAGR 4.99
Range for CAGR 12.74

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.87 56.80 29.23 25.54
3 year 10.48 39.38 22.47 23.06
5 year 1.41 33.75 14.35 15.38
7 year 5.08 18.19 13.62 13.55
10 year 3.95 19.75 13.04 12.96
12 year 4.03 19.15 12.84 12.82
15 year 7.80 19.82 12.27 12.80

Rolling return for 1 year

Average return: 25.54
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.37 1.45 7.85 0.06 3.26 3.93 05-2024 05-2025
-5.91 5.1 9.73 -9.87 7.95 -0.24 04-2024 04-2025
0.97 5.78 13.3 -5.73 6.94 3.58 03-2024 03-2025
-1.08 8.18 12.01 -4.46 6.68 3.66 02-2024 02-2025
7.48 18.16 23.08 3.18 7.99 12.97 01-2024 01-2025
26.72 25.58 33.55 19.16 5.1 26.25 12-2023 12-2024
35.04 31.74 43.54 23.95 7.03 33.57 11-2023 11-2024
40.27 43.62 52.2 32.37 7.11 42.11 10-2023 10-2024
43.69 43.03 48.62 38.28 3.66 43.41 09-2023 09-2024
42.12 46.06 51.31 37.19 5.18 44.17 08-2023 08-2024
49.33 48.09 55.22 42.47 4.53 48.78 07-2023 07-2024
38.91 49.2 56.8 32.17 9.44 44.27 06-2023 06-2024

Rolling return for 3 year

Average return: 23.06
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.38 17.67 21.94 17.13 2.15 19.53 05-2022 05-2025
12.2 16.29 18.09 10.48 3.05 14.27 04-2022 04-2025
15.96 16.79 20.5 12.39 2.88 16.41 03-2022 03-2025
16.36 15.98 21.28 11.27 3.54 16.22 02-2022 02-2025
15.11 17.34 20.43 12.16 3.03 16.26 01-2022 01-2025
20.35 19.89 22.47 17.81 1.66 20.13 12-2021 12-2024
18.64 18.45 21.08 16.06 1.78 18.56 11-2021 11-2024
18.64 19.38 21.91 16.18 2.04 19.03 10-2021 10-2024
22.54 21.98 23.93 20.61 1.19 22.27 09-2021 09-2024
22.47 22.97 25.05 20.42 1.65 22.73 08-2021 08-2024
23.53 23.57 25.14 21.99 1.11 23.56 07-2021 07-2024
20.03 23.08 24.98 18.21 2.63 21.57 06-2021 06-2024
23.01 22.45 25.54 19.98 1.98 22.74 05-2021 05-2024
24.52 24.28 26.32 22.51 1.35 24.41 04-2021 04-2024
22.35 22.53 25.19 19.76 1.92 22.46 03-2021 03-2024
25.77 23.61 27.24 22.19 1.94 24.7 02-2021 02-2024
26.07 25.46 27.8 23.76 1.44 25.77 01-2021 01-2024
25.75 25.87 28.36 23.31 1.79 25.82 12-2020 12-2023
27.5 25.9 31.2 22.35 3.18 26.74 11-2020 11-2023
27.27 28.42 29.75 25.96 1.4 27.85 10-2020 10-2023
30.44 28.59 32.11 26.96 1.93 29.53 09-2020 09-2023
30.3 27.05 31.84 25.56 2.5 28.69 08-2020 08-2023
30.96 30.63 33.03 28.6 1.57 30.8 07-2020 07-2023
32.22 30.14 34.43 28 2.39 31.2 06-2020 06-2023
34.47 33.33 36.27 31.56 1.71 33.91 05-2020 05-2023
35.7 30.31 37.88 28.24 3.9 33.03 04-2020 04-2023
36.61 20.72 39.38 18.32 9.33 28.76 03-2020 03-2023
19.78 17.94 21.17 16.59 1.75 18.87 02-2020 02-2023
19.41 19.09 21.45 17.1 1.54 19.26 01-2020 01-2023
20.66 22.32 23.75 19.26 1.69 21.5 12-2019 12-2022
21.63 22.01 22.9 20.75 0.77 21.82 11-2019 11-2022
22.74 21.4 24.26 19.92 1.61 22.08 10-2019 10-2022
23.32 22.84 26.22 20.01 2.2 23.1 09-2019 09-2022
23.98 23.74 25.52 22.22 1.17 23.86 08-2019 08-2022
18.18 17.7 21.84 14.16 2.72 17.97 07-2019 07-2022
13.55 15.71 17.78 11.55 2.33 14.65 06-2019 06-2022

Rolling return for 5 year

Average return: 15.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
30.31 28.96 30.67 28.61 0.87 29.64 05-2020 05-2025
29.14 28.73 33.17 24.83 2.95 28.97 04-2020 04-2025
30.7 22.7 33.75 19.9 5.66 26.76 03-2020 03-2025
20.37 21.42 23.4 18.44 1.79 20.91 02-2020 02-2025
21.21 23.08 24.54 19.79 1.8 22.16 01-2020 01-2025
24.43 24.87 25.75 23.57 0.79 24.66 12-2019 12-2024
23.5 24.47 25.02 22.96 0.81 23.99 11-2019 11-2024
25.62 25.92 27.69 23.88 1.35 25.78 10-2019 10-2024
27.5 26.29 28.36 25.44 1.12 26.9 09-2019 09-2024
26.48 26.98 28.07 25.4 0.96 26.73 08-2019 08-2024
25.92 24.29 26.89 23.33 1.38 25.11 07-2019 07-2024
20.92 22.57 23.88 19.64 1.61 21.75 06-2019 06-2024
21.58 21.24 23.08 19.76 1.18 21.41 05-2019 05-2024
20.18 20.59 21.22 19.56 0.6 20.39 04-2019 04-2024
20.03 19.96 21.69 18.32 1.19 20 03-2019 03-2024
22 21.64 22.85 20.8 0.74 21.82 02-2019 02-2024
20.63 20.34 21.62 19.37 0.8 20.49 01-2019 01-2024
19.34 19.31 20.81 17.85 1.05 19.33 12-2018 12-2023
16.7 18.18 18.72 16.17 1.04 17.44 11-2018 11-2023
17.58 17.25 18.95 15.9 1.08 17.42 10-2018 10-2023
16.62 14.54 17.52 13.67 1.55 15.59 09-2018 09-2023
13.54 13.39 14.35 12.59 0.62 13.47 08-2018 08-2023
13.87 13.8 14.95 12.73 0.79 13.84 07-2018 07-2023
12.77 12.54 13.9 11.43 0.88 12.66 06-2018 06-2023
10.99 10.62 11.89 9.74 0.77 10.81 05-2018 05-2023
9.51 9.4 10.57 8.35 0.79 9.46 04-2018 04-2023
9.4 9.47 10.73 8.16 0.91 9.44 03-2018 03-2023
9.21 8.6 9.97 7.86 0.78 8.91 02-2018 02-2023
8.16 8.48 9.26 7.38 0.67 8.32 01-2018 01-2023
9.47 9.71 11.15 8.06 1.1 9.6 12-2017 12-2022
10.54 10.31 11.23 9.63 0.57 10.43 11-2017 11-2022
10.92 10.2 11.74 9.39 0.87 10.56 10-2017 10-2022
11.21 11.44 12.77 9.89 1.02 11.33 09-2017 09-2022
11.83 11.39 12.66 10.57 0.76 11.61 08-2017 08-2022
9.07 10.27 11.09 8.26 1.09 9.67 07-2017 07-2022
8.54 10.33 10.95 7.93 1.24 9.44 06-2017 06-2022
10.31 11.35 12.7 8.99 1.36 10.84 05-2017 05-2022
12.72 12.96 13.77 11.92 0.66 12.84 04-2017 04-2022
12.1 13.01 14.23 10.91 1.22 12.56 03-2017 03-2022
12.84 15.07 15.91 12.02 1.59 13.96 02-2017 02-2022
16.68 16.89 18.51 15.08 1.21 16.79 01-2017 01-2022
17.11 17.12 18.61 15.64 1.05 17.12 12-2016 12-2021
17.32 15.69 18.88 14.17 1.76 16.52 11-2016 11-2021
15.22 16.09 16.68 14.64 0.78 15.66 10-2016 10-2021
14.8 15 15.9 13.91 0.71 14.9 09-2016 09-2021
14.22 14.35 15.38 13.2 0.77 14.29 08-2016 08-2021
14.52 14.48 15.39 13.62 0.63 14.5 07-2016 07-2021
14.77 14.8 15.83 13.74 0.74 14.79 06-2016 06-2021
13.97 14.82 15.69 13.11 0.96 14.4 05-2016 05-2021
13.69 13.55 14.8 12.45 0.83 13.62 04-2016 04-2021
14.99 14.75 16.48 13.29 1.13 14.88 03-2016 03-2021
14.58 14.06 16.58 12.1 1.59 14.33 02-2016 02-2021
12.45 10.8 13.71 9.58 1.57 11.63 01-2016 01-2021
9.69 9.83 10.99 8.55 0.86 9.77 12-2015 12-2020
6.72 8.54 9.39 5.89 1.39 7.63 11-2015 11-2020
6.38 6.09 7.04 5.44 0.57 6.24 10-2015 10-2020
6.65 7.14 8.39 5.42 1.06 6.9 09-2015 09-2020
5.43 5.19 7.8 2.88 1.74 5.33 08-2015 08-2020
3.14 3.42 4.28 2.29 0.71 3.28 07-2015 07-2020
2.69 3.4 4.71 1.41 1.19 3.05 06-2015 06-2020

Rolling return for 7 year

Average return: 13.55
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.64 13.94 14.87 13.72 0.48 14.29 05-2018 05-2025
12.38 14.01 14.88 11.53 1.32 13.2 04-2018 04-2025
12.95 13.89 14.82 12.03 1.04 13.42 03-2018 03-2025
12.52 13.53 14.54 11.53 1.12 13.03 02-2018 02-2025
12.45 14.06 14.65 11.88 1.13 13.26 01-2018 01-2025
15.06 14.85 15.93 14 0.69 14.96 12-2017 12-2024
14.84 15.17 15.85 14.17 0.61 15.01 11-2017 11-2024
16.08 16.29 17.45 14.94 0.89 16.19 10-2017 10-2024
17.3 16.87 17.87 16.31 0.57 17.09 09-2017 09-2024
16.83 16.92 17.88 15.88 0.71 16.88 08-2017 08-2024
16.77 16.8 17.42 16.15 0.45 16.79 07-2017 07-2024
15 16.54 17.01 14.54 1.03 15.77 06-2017 06-2024
15.52 15.54 16.54 14.54 0.71 15.53 05-2017 05-2024
15.44 15.56 16.15 14.85 0.46 15.5 04-2017 04-2024
15.45 15.7 16.59 14.57 0.72 15.58 03-2017 03-2024
16.51 16.48 17.09 15.9 0.42 16.5 02-2017 02-2024
17.37 16.9 18.06 16.22 0.67 17.14 01-2017 01-2024
17.16 17.13 18.19 16.11 0.74 17.15 12-2016 12-2023
15.54 14.71 16.96 13.32 1.32 15.13 11-2016 11-2023
13.44 13.97 14.38 13.03 0.51 13.71 10-2016 10-2023
14.33 14.32 14.96 13.7 0.45 14.33 09-2016 09-2023
14.06 13.92 14.64 13.34 0.46 13.99 08-2016 08-2023
13.9 14.02 14.66 13.26 0.5 13.96 07-2016 07-2023
13.85 13.93 14.66 13.12 0.55 13.89 06-2016 06-2023
13.75 13.78 14.4 13.14 0.45 13.77 05-2016 05-2023
13.32 13.21 14.1 12.44 0.59 13.27 04-2016 04-2023
13.89 13.66 14.87 12.68 0.78 13.78 03-2016 03-2023
14.89 13.67 15.46 13.11 0.94 14.28 02-2016 02-2023
14.12 12.84 14.95 12.03 1.13 13.48 01-2016 01-2023
13.03 13.41 14.26 12.19 0.74 13.22 12-2015 12-2022
13.51 13.37 14.01 12.87 0.41 13.44 11-2015 11-2022
12.83 12.71 13.43 12.12 0.47 12.77 10-2015 10-2022
13.65 13.84 14.79 12.71 0.74 13.75 09-2015 09-2022
13.4 12.02 14 11.43 1.03 12.71 08-2015 08-2022
10.73 11.53 12.19 10.08 0.8 11.13 07-2015 07-2022
11.01 11.75 12.76 10.01 1.01 11.38 06-2015 06-2022
11.61 12.52 13.33 10.81 0.95 12.07 05-2015 05-2022
13.19 12.38 13.94 11.64 0.86 12.79 04-2015 04-2022
11.44 11.74 12.95 10.25 0.96 11.59 03-2015 03-2022
11.37 12.72 13.52 10.58 1.14 12.05 02-2015 02-2022
13.24 13.4 14.51 12.15 0.84 13.32 01-2015 01-2022
13.46 13.23 14.5 12.2 0.82 13.35 12-2014 12-2021
13.11 13.74 14.18 12.67 0.58 13.43 11-2014 11-2021
14.7 14.66 15.74 13.63 0.75 14.68 10-2014 10-2021
13.73 13.61 14.51 12.84 0.59 13.67 09-2014 09-2021
13.58 13.69 14.41 12.87 0.55 13.64 08-2014 08-2021
13.58 13.01 14.2 12.4 0.67 13.3 07-2014 07-2021
13.3 12.84 14.05 12.1 0.71 13.07 06-2014 06-2021
14.89 13.33 16.12 12.13 1.51 14.12 05-2014 05-2021
14.71 14.74 15.51 13.94 0.56 14.72 04-2014 04-2021
16.08 15.65 17.16 14.59 0.92 15.87 03-2014 03-2021
15.89 16.63 17.34 15.19 0.8 16.26 02-2014 02-2021
15.44 15.2 16.35 14.29 0.73 15.32 01-2014 01-2021
14.4 14.47 15.37 13.51 0.66 14.44 12-2013 12-2020
12.85 14.21 14.86 12.21 1.05 13.53 11-2013 11-2020
13.8 12.93 14.31 12.43 0.73 13.37 10-2013 10-2020
14.14 13.95 15.47 12.64 1 14.05 09-2013 09-2020
13.66 14.35 15.48 12.55 1.06 14.01 08-2013 08-2020
11.91 11.47 12.79 10.6 0.79 11.69 07-2013 07-2020
10.21 10.33 11.75 8.81 1.04 10.28 06-2013 06-2020
7.38 7.76 8.39 6.76 0.59 7.57 05-2013 05-2020
6.97 8.75 9.59 6.15 1.37 7.86 04-2013 04-2020
6.15 11.76 12.9 5.08 3.4 8.97 03-2013 03-2020
12.23 12.11 13.54 10.82 0.96 12.17 02-2013 02-2020
11.34 11.51 12.28 10.58 0.6 11.43 01-2013 01-2020
10.82 11.04 11.38 10.49 0.32 10.93 12-2012 12-2019
11.89 11.39 12.24 11.04 0.46 11.64 11-2012 11-2019
11.06 11.59 12.17 10.48 0.63 11.32 10-2012 10-2019
11.9 11.77 13.22 10.48 0.97 11.84 09-2012 09-2019
11.69 11.85 12.38 11.17 0.43 11.77 08-2012 08-2019
12.59 13.22 14.27 11.55 0.99 12.91 07-2012 07-2019
14.34 14.06 15.21 13.19 0.72 14.2 06-2012 06-2019
13.88 13.77 15.11 12.55 0.91 13.83 05-2012 05-2019
13.59 13.4 14.01 12.98 0.37 13.49 04-2012 04-2019
12.76 13.13 13.92 11.98 0.7 12.95 03-2012 03-2019
12.32 11.62 13.12 10.84 0.84 11.97 02-2012 02-2019
15.26 13.87 16.13 13.01 1.21 14.57 01-2012 01-2019
15.31 14.29 16.35 13.28 1.14 14.81 12-2011 12-2018
14.46 12.69 14.83 12.33 1.08 13.58 11-2011 11-2018
12.8 12.65 13.97 11.5 0.87 12.73 10-2011 10-2018
13.41 14.55 15.51 12.47 1.15 13.98 09-2011 09-2018
15.16 13.56 15.86 12.88 1.2 14.37 08-2011 08-2018
12.11 12.47 12.92 11.67 0.46 12.29 07-2011 07-2018
12.87 12.87 13.84 11.91 0.68 12.87 06-2011 06-2018

Rolling return for 10 year

Average return: 12.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.46 14.04 14.62 13.88 0.3 14.25 05-2015 05-2025
12.89 13.54 14.64 11.8 1.03 13.22 04-2015 04-2025
12.78 13.23 14.09 11.93 0.78 13.01 03-2015 03-2025
12.84 13.69 14.25 12.28 0.76 13.27 02-2015 02-2025
13.8 14.57 15.35 13.03 0.86 14.19 01-2015 01-2025
15.48 15.19 16.09 14.58 0.54 15.34 12-2014 12-2024
14.74 15.13 15.45 14.43 0.39 14.94 11-2014 11-2024
15.87 16.05 16.82 15.11 0.61 15.96 10-2014 10-2024
16.31 16.06 16.7 15.67 0.37 16.18 09-2014 09-2024
16.18 16.4 16.91 15.67 0.45 16.29 08-2014 08-2024
16.48 16.08 16.93 15.63 0.48 16.28 07-2014 07-2024
15.28 15.82 16.69 14.43 0.82 15.55 06-2014 06-2024
17.27 15.99 17.99 15.29 1.06 16.63 05-2014 05-2024
17.57 17.52 18.08 17.02 0.38 17.55 04-2014 04-2024
17.93 17.67 18.74 16.86 0.67 17.8 03-2014 03-2024
18.77 18.68 19.18 18.27 0.32 18.73 02-2014 02-2024
18.53 18.19 19.01 17.71 0.48 18.36 01-2014 01-2024
17.69 17.78 18.42 17.06 0.48 17.74 12-2013 12-2023
17.06 17.6 18.07 16.59 0.56 17.33 11-2013 11-2023
17.68 17.37 18.37 16.69 0.6 17.53 10-2013 10-2023
18.8 18.16 19.26 17.71 0.59 18.48 09-2013 09-2023
18.42 18.02 18.83 17.61 0.45 18.22 08-2013 08-2023
17.31 16.9 17.87 16.35 0.56 17.11 07-2013 07-2023
16.4 15.94 16.98 15.36 0.6 16.17 06-2013 06-2023
14.88 14.87 15.34 14.41 0.33 14.88 05-2013 05-2023
14.88 14.81 15.44 14.26 0.42 14.85 04-2013 04-2023
14.5 14.38 15.19 13.69 0.53 14.44 03-2013 03-2023
14.45 13.83 14.84 13.44 0.54 14.14 02-2013 02-2023
13.7 13.73 14.28 13.16 0.4 13.72 01-2013 01-2023
13.69 14.31 14.55 13.45 0.45 14 12-2012 12-2022
14.73 14.47 15.08 14.12 0.35 14.6 11-2012 11-2022
14.44 14.45 14.87 14.03 0.3 14.45 10-2012 10-2022
15.21 14.98 16.02 14.18 0.66 15.1 09-2012 09-2022
15.25 15.29 15.67 14.87 0.28 15.27 08-2012 08-2022
14.24 14.55 15.29 13.5 0.64 14.39 07-2012 07-2022
14.1 14.55 15.36 13.3 0.75 14.33 06-2012 06-2022
14.65 14.94 15.89 13.72 0.77 14.8 05-2012 05-2022
15.08 15.18 15.62 14.65 0.34 15.13 04-2012 04-2022
14.1 14.62 15.17 13.54 0.6 14.36 03-2012 03-2022
14.36 14.83 15.91 13.3 0.94 14.6 02-2012 02-2022
17.14 16.44 18.05 15.54 0.92 16.79 01-2012 01-2022
16.91 16.2 17.66 15.46 0.82 16.56 12-2011 12-2021
16.24 15.48 17.01 14.72 0.85 15.86 11-2011 11-2021
15.94 15.72 16.67 15 0.6 15.83 10-2011 10-2021
15.05 14.93 15.6 14.39 0.43 14.99 09-2011 09-2021
14.65 13.62 15.23 13.05 0.85 14.14 08-2011 08-2021
12.94 13.05 13.37 12.63 0.26 13 07-2011 07-2021
13.08 12.92 13.6 12.41 0.42 13 06-2011 06-2021
12.11 12.31 12.95 11.48 0.52 12.21 05-2011 05-2021
11.03 11.19 11.57 10.65 0.33 11.11 04-2011 04-2021
11.77 11.77 12.49 11.05 0.51 11.77 03-2011 03-2021
11.64 11.77 12.62 10.8 0.65 11.71 02-2011 02-2021
10.44 9.66 11.05 9.06 0.76 10.05 01-2011 01-2021
9.41 9.09 10.06 8.45 0.58 9.25 12-2010 12-2020
7.6 7.57 8.94 6.24 0.95 7.59 11-2010 11-2020
6.72 6.77 7.05 6.44 0.22 6.75 10-2010 10-2020
7.02 7.21 7.89 6.35 0.55 7.12 09-2010 09-2020
6.9 7.61 8.09 6.42 0.64 7.25 08-2010 08-2020
6.77 6.95 7.36 6.37 0.36 6.86 07-2010 07-2020
6.54 6.87 7.58 5.83 0.63 6.71 06-2010 06-2020
5.93 5.68 6.63 4.99 0.59 5.81 05-2010 05-2020
4.38 5.85 6.16 4.07 0.9 5.12 04-2010 04-2020
4.33 8.54 8.92 3.95 2.3 6.44 03-2010 03-2020
9.22 9.61 10.11 8.72 0.51 9.41 02-2010 02-2020
9.28 8.94 9.92 8.3 0.59 9.11 01-2010 01-2020
9.12 9 9.5 8.62 0.31 9.06 12-2009 12-2019
10.51 9.45 10.75 9.21 0.66 9.98 11-2009 11-2019
9.43 9.25 10.2 8.49 0.61 9.34 10-2009 10-2019
9.5 9.43 10.4 8.54 0.66 9.47 09-2009 09-2019
10.22 9.65 10.69 9.19 0.57 9.94 08-2009 08-2019
12.35 11.42 13.52 10.27 1.2 11.89 07-2009 07-2019
12.39 11.7 12.98 11.1 0.71 12.04 06-2009 06-2019
14.97 12.35 15.84 11.5 1.79 13.66 05-2009 05-2019
17.69 16.02 17.99 15.72 1 16.86 04-2009 04-2019
18.9 18.02 19.75 17.18 0.96 18.46 03-2009 03-2019
17.58 17.22 18.16 16.64 0.55 17.4 02-2009 02-2019
17.79 16.56 18.41 15.94 0.98 17.17 01-2009 01-2019
18.08 17.06 18.82 16.33 0.95 17.57 12-2008 12-2018
18.18 16.33 18.45 16.06 1.07 17.25 11-2008 11-2018
17.54 13.35 18.39 12.53 2.55 15.45 10-2008 10-2018
13.55 12.8 15.01 11.37 1.31 13.18 09-2008 09-2018
12.88 12.45 13.36 11.98 0.51 12.67 08-2008 08-2018
13.33 12.62 13.9 12.06 0.7 12.98 07-2008 07-2018
12.73 11.44 13.41 10.77 1.04 12.09 06-2008 06-2018
10.95 10.73 11.58 10.1 0.53 10.84 05-2008 05-2018
11.8 10.96 12.39 10.37 0.77 11.38 04-2008 04-2018
12.15 10.72 12.79 10.08 1.08 11.44 03-2008 03-2018
10.86 10.07 11.55 9.38 0.82 10.46 02-2008 02-2018
11.2 8.01 11.6 7.62 1.8 9.61 01-2008 01-2018
8.7 8.08 9.41 7.37 0.75 8.39 12-2007 12-2017
9.55 8.96 10 8.51 0.57 9.26 11-2007 11-2017
10.11 9.51 10.88 8.75 0.78 9.81 10-2007 10-2017
10.85 10.36 11.51 9.7 0.66 10.61 09-2007 09-2017
11.58 11.22 12.22 10.59 0.59 11.4 08-2007 08-2017
10.97 10.85 11.38 10.44 0.34 10.91 07-2007 07-2017
11.51 11.12 11.83 10.8 0.39 11.31 06-2007 06-2017
11.53 11.52 12.2 10.85 0.48 11.52 05-2007 05-2017
12.71 11.84 13.11 11.44 0.67 12.28 04-2007 04-2017
12.19 12.01 12.79 11.41 0.49 12.1 03-2007 03-2017
11.13 10.29 11.54 9.89 0.65 10.71 02-2007 02-2017
9.81 9.99 10.57 9.24 0.47 9.9 01-2007 01-2017
10.16 9.96 10.85 9.27 0.56 10.06 12-2006 12-2016
9.91 11.01 11.41 9.51 0.78 10.46 11-2006 11-2016
11.77 11.44 12.06 11.16 0.34 11.61 10-2006 10-2016
12.07 11.84 12.51 11.4 0.4 11.96 09-2006 09-2016
12.97 12.2 13.47 11.71 0.68 12.59 08-2006 08-2016
13.45 12.75 13.9 12.31 0.61 13.1 07-2006 07-2016
13.95 11.77 14.46 11.27 1.37 12.86 06-2006 06-2016
10.88 9.1 11.3 8.69 1.12 9.99 05-2006 05-2016
9.69 9.45 10.3 8.85 0.52 9.57 04-2006 04-2016
9.82 9.84 10.65 9.02 0.58 9.83 03-2006 03-2016
9.95 10.81 11.16 9.61 0.63 10.38 02-2006 02-2016
11 11.85 12.45 10.41 0.78 11.43 01-2006 01-2016
12.45 12.49 13.04 11.9 0.4 12.47 12-2005 12-2015
13.66 12.92 14.11 12.48 0.63 13.29 11-2005 11-2015
14.12 12.95 14.63 12.45 0.87 13.54 10-2005 10-2015
12.59 12.39 13.25 11.74 0.54 12.49 09-2005 09-2015
13.61 14.04 15.01 12.65 0.85 13.83 08-2005 08-2015
15.2 14.69 15.67 14.22 0.54 14.95 07-2005 07-2015
14.85 15.18 15.58 14.45 0.42 15.02 06-2005 06-2015

Rolling return for 12 year

Average return: 12.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.4 16.14 16.53 16 0.21 16.27 05-2013 05-2025
15.7 16.67 17.19 15.18 0.79 16.19 04-2013 04-2025
15.77 16.19 16.88 15.08 0.65 15.98 03-2013 03-2025
15.56 15.9 16.76 14.7 0.74 15.73 02-2013 02-2025
15.35 16.19 16.66 14.89 0.69 15.77 01-2013 01-2025
16.3 16.61 16.81 16.1 0.27 16.45 12-2012 12-2024
16.59 16.66 17.18 16.07 0.39 16.62 11-2012 11-2024
16.91 17.35 17.71 16.56 0.44 17.13 10-2012 10-2024
18.16 17.6 18.49 17.27 0.47 17.88 09-2012 09-2024
17.63 17.92 18.25 17.31 0.35 17.78 08-2012 08-2024
17.96 17.71 18.34 17.33 0.37 17.84 07-2012 07-2024
17.04 17.53 18.22 16.35 0.68 17.29 06-2012 06-2024
17.03 16.82 17.63 16.23 0.5 16.93 05-2012 05-2024
16.29 16.34 16.71 15.92 0.28 16.31 04-2012 04-2024
15.73 15.93 16.4 15.27 0.41 15.83 03-2012 03-2024
16.26 15.69 16.59 15.36 0.48 15.98 02-2012 02-2024
17.47 16.52 17.87 16.13 0.7 17 01-2012 01-2024
16.97 16.36 17.57 15.76 0.68 16.66 12-2011 12-2023
15.39 14.95 16.22 14.13 0.76 15.17 11-2011 11-2023
14.77 14.55 15.33 13.99 0.48 14.66 10-2011 10-2023
14.74 14.55 15.1 14.18 0.33 14.64 09-2011 09-2023
14.49 13.49 14.82 13.16 0.69 13.99 08-2011 08-2023
12.84 13.02 13.29 12.58 0.26 12.93 07-2011 07-2023
12.83 12.73 13.3 12.27 0.37 12.78 06-2011 06-2023
12.29 12.13 12.67 11.76 0.33 12.21 05-2011 05-2023
11.26 11.38 11.7 10.94 0.27 11.32 04-2011 04-2023
11.67 11.63 12.24 11.08 0.41 11.66 03-2011 03-2023
12.31 11.93 12.63 11.6 0.39 12.12 02-2011 02-2023
11.73 11.03 12.2 10.56 0.63 11.38 01-2011 01-2023
11.39 11.27 12.09 10.57 0.54 11.33 12-2010 12-2022
11.39 10.5 11.68 10.22 0.6 10.95 11-2010 11-2022
10.39 10.49 10.73 10.15 0.21 10.44 10-2010 10-2022
11 11.06 11.65 10.42 0.44 11.03 09-2010 09-2022
11.28 11.22 11.63 10.87 0.27 11.25 08-2010 08-2022
10.65 11.15 11.5 10.3 0.46 10.9 07-2010 07-2022
10.81 11.21 11.82 10.2 0.59 11.01 06-2010 06-2022
11.61 11.78 12.61 10.79 0.65 11.7 05-2010 05-2022
12.02 12.18 12.45 11.75 0.25 12.1 04-2010 04-2022
11.61 12.15 12.49 11.28 0.47 11.88 03-2010 03-2022
11.95 12.78 13.2 11.52 0.66 12.36 02-2010 02-2022
12.62 12.51 13.36 11.78 0.56 12.57 01-2010 01-2022
12.47 12.64 13.07 12.04 0.37 12.55 12-2009 12-2021
13.71 13.22 14.34 12.6 0.64 13.47 11-2009 11-2021
13.59 13.37 14.19 12.78 0.5 13.48 10-2009 10-2021
13.44 13.05 13.89 12.61 0.47 13.25 09-2009 09-2021
13.69 13.27 14.17 12.8 0.51 13.48 08-2009 08-2021
15.05 13.63 15.42 13.27 0.91 14.34 07-2009 07-2021
13.97 13.32 14.41 12.89 0.58 13.65 06-2009 06-2021
15.71 13.5 16.43 12.79 1.51 14.61 05-2009 05-2021
17.06 15.9 17.53 15.43 0.85 16.48 04-2009 04-2021
18.52 17.71 19.15 17.09 0.78 18.12 03-2009 03-2021
17.4 17.47 18.25 16.63 0.57 17.44 02-2009 02-2021
16.96 15.97 17.5 15.43 0.81 16.46 01-2009 01-2021
16.75 15.87 17.32 15.31 0.78 16.31 12-2008 12-2020
15.35 14.81 16.54 13.63 1.05 15.08 11-2008 11-2020
15.24 11.42 15.54 11.14 2.06 13.33 10-2008 10-2020
10.91 9.87 11.66 9.13 0.97 10.39 09-2008 09-2020
9.17 9.45 10.18 8.44 0.62 9.31 08-2008 08-2020
9.52 8.99 10.02 8.5 0.57 9.26 07-2008 07-2020
8.34 7.64 9.22 6.77 0.9 7.99 06-2008 06-2020
5.76 5.66 6.34 5.09 0.44 5.71 05-2008 05-2020
5.6 5.96 7.1 4.48 0.94 5.79 04-2008 04-2020
5.66 7.84 9.52 4.03 2.09 6.76 03-2008 03-2020
8.06 7.58 8.79 6.86 0.7 7.82 02-2008 02-2020
7.98 5.59 8.51 5.08 1.48 6.79 01-2008 01-2020
6.22 5.44 6.52 5.13 0.56 5.83 12-2007 12-2019
7.12 6.47 7.31 6.27 0.43 6.79 11-2007 11-2019
7.49 7 8.12 6.38 0.64 7.25 10-2007 10-2019
8.08 7.88 8.82 7.15 0.59 7.98 09-2007 09-2019
8.78 8.36 9.17 7.98 0.45 8.57 08-2007 08-2019
8.46 8.96 9.4 8.02 0.52 8.71 07-2007 07-2019
9.77 9.67 10.26 9.19 0.38 9.72 06-2007 06-2019
9.82 9.95 10.51 9.26 0.44 9.88 05-2007 05-2019
11.27 10.47 11.52 10.23 0.54 10.87 04-2007 04-2019
10.92 10.94 11.58 10.28 0.46 10.93 03-2007 03-2019
9.88 9.3 10.34 8.86 0.56 9.59 02-2007 02-2019
9.78 9.78 10.26 9.3 0.34 9.78 01-2007 01-2019
10.44 10.27 11.02 9.7 0.47 10.36 12-2006 12-2018
10.37 10.24 10.58 10.03 0.2 10.3 11-2006 11-2018
10.39 10.55 11.05 9.89 0.41 10.47 10-2006 10-2018
11.52 12.15 12.72 10.96 0.66 11.84 09-2006 09-2018
13.36 12.71 13.76 12.31 0.56 13.04 08-2006 08-2018
13.53 13.06 14.01 12.58 0.53 13.29 07-2006 07-2018
14.39 12.7 14.96 12.14 1.16 13.55 06-2006 06-2018
12.5 11.17 13.03 10.64 0.97 11.84 05-2006 05-2018
11.87 11.65 12.37 11.16 0.43 11.76 04-2006 04-2018
12.36 12.21 12.89 11.67 0.43 12.28 03-2006 03-2018
13.13 13.42 13.72 12.83 0.33 13.28 02-2006 02-2018
14.04 13.87 14.38 13.53 0.31 13.96 01-2006 01-2018
14.06 14.21 14.68 13.59 0.39 14.13 12-2005 12-2017
14.9 14.29 15.29 13.9 0.54 14.59 11-2005 11-2017
14.72 13.97 15.38 13.32 0.78 14.35 10-2005 10-2017
13.79 13.63 14.36 13.07 0.46 13.71 09-2005 09-2017
14.24 13.97 14.78 13.43 0.49 14.11 08-2005 08-2017
15.16 14.7 15.52 14.35 0.44 14.93 07-2005 07-2017
15.28 15.21 15.55 14.94 0.22 15.25 06-2005 06-2017
15.85 15.55 16.43 14.97 0.53 15.7 05-2005 05-2017
15.9 15.75 16.24 15.4 0.3 15.82 04-2005 04-2017

Rolling return for 15 year

Average return: 12.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.5 12.93 13.61 12.83 0.34 13.22 05-2010 05-2025
12.05 12.99 13.21 11.84 0.59 12.52 04-2010 04-2025
12.47 13.06 13.33 12.2 0.45 12.77 03-2010 03-2025
12.82 13.41 13.75 12.48 0.5 13.12 02-2010 02-2025
13.12 13.46 14.14 12.44 0.61 13.29 01-2010 01-2025
14 14.06 14.4 13.66 0.26 14.03 12-2009 12-2024
14.68 14.24 15.15 13.78 0.51 14.46 11-2009 11-2024
14.58 14.55 15.21 13.93 0.45 14.57 10-2009 10-2024
15.2 14.78 15.46 14.53 0.36 14.99 09-2009 09-2024
15.39 15.15 15.87 14.67 0.43 15.27 08-2009 08-2024
16.7 15.55 17 15.25 0.74 16.12 07-2009 07-2024
15.16 15.21 16.09 14.28 0.64 15.18 06-2009 06-2024
17.13 15.24 17.61 14.77 1.21 16.19 05-2009 05-2024
18.51 17.53 18.85 17.19 0.68 18.02 04-2009 04-2024
19.27 18.66 19.82 18.12 0.64 18.97 03-2009 03-2024
19.03 18.68 19.31 18.4 0.34 18.86 02-2009 02-2024
18.73 17.81 19.05 17.49 0.64 18.27 01-2009 01-2024
18.5 17.81 18.98 17.32 0.64 18.15 12-2008 12-2023
17.68 16.94 18.36 16.28 0.78 17.32 11-2008 11-2023
17.55 14.63 18.01 14.19 1.7 16.09 10-2008 10-2023
14.56 13.38 14.86 13.09 0.75 13.97 09-2008 09-2023
13.1 12.76 13.37 12.5 0.33 12.93 08-2008 08-2023
13.51 13.01 13.87 12.66 0.46 13.26 07-2008 07-2023
12.74 11.8 13.12 11.43 0.68 12.27 06-2008 06-2023
10.96 10.69 11.26 10.4 0.32 10.83 05-2008 05-2023
11.03 10.44 11.39 10.09 0.5 10.74 04-2008 04-2023
11.23 10.3 11.68 9.86 0.72 10.77 03-2008 03-2023
10.31 9.58 10.56 9.33 0.51 9.95 02-2008 02-2023
10.18 8.16 10.55 7.8 1.21 9.17 01-2008 01-2023
8.96 8.62 9.51 8.07 0.52 8.79 12-2007 12-2022
9.88 9.41 10.1 9.18 0.37 9.64 11-2007 11-2022
10.38 9.74 10.65 9.47 0.47 10.06 10-2007 10-2022
10.97 10.72 11.49 10.2 0.46 10.85 09-2007 09-2022
11.66 11.28 11.94 11 0.36 11.47 08-2007 08-2022
10.33 10.66 11.01 9.98 0.38 10.5 07-2007 07-2022
10.52 10.85 11.33 10.04 0.47 10.68 06-2007 06-2022
11.12 11.46 11.92 10.67 0.46 11.29 05-2007 05-2022
12.71 12.21 13.06 11.86 0.46 12.46 04-2007 04-2022
12.16 12.34 12.87 11.64 0.44 12.25 03-2007 03-2022
11.7 11.86 12.7 10.86 0.65 11.78 02-2007 02-2022
12.05 12.24 12.64 11.66 0.35 12.15 01-2007 01-2022
12.43 12.3 12.91 11.82 0.39 12.36 12-2006 12-2021
12.33 12.55 12.82 12.05 0.28 12.44 11-2006 11-2021
12.91 12.97 13.39 12.5 0.32 12.94 10-2006 10-2021
12.98 12.88 13.33 12.52 0.29 12.93 09-2006 09-2021
13.38 12.92 13.76 12.54 0.46 13.15 08-2006 08-2021
13.8 13.33 14.09 13.04 0.41 13.57 07-2006 07-2021
14.22 12.77 14.57 12.42 0.92 13.5 06-2006 06-2021
11.9 10.98 12.46 10.42 0.79 11.44 05-2006 05-2021
11.01 10.8 11.37 10.44 0.34 10.9 04-2006 04-2021
11.52 11.46 12 10.98 0.36 11.49 03-2006 03-2021
11.47 11.89 12.12 11.24 0.34 11.68 02-2006 02-2021
11.48 11.5 11.9 11.09 0.29 11.49 01-2006 01-2021
11.53 11.59 11.96 11.16 0.28 11.56 12-2005 12-2020
11.3 11.44 12.22 10.53 0.6 11.37 11-2005 11-2020
11.48 10.62 11.71 10.39 0.56 11.05 10-2005 10-2020
10.58 10.61 11.18 10.02 0.41 10.6 09-2005 09-2020
10.82 11.01 11.64 10.19 0.52 10.91 08-2005 08-2020
11.03 10.8 11.44 10.4 0.38 10.92 07-2005 07-2020
10.65 11.11 11.37 10.39 0.38 10.88 06-2005 06-2020
10.62 10.43 11.1 9.95 0.41 10.52 05-2005 05-2020
10.04 10.92 11.3 9.67 0.65 10.48 04-2005 04-2020