NIFTY500 LOW VOLATILITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.68
Weighted mean CAGR by duration 13.97
Mean CAGR 15.7
Standard deviation CAGR 4.26
Range for CAGR 12.62

Summary

Duration Min Max Median Average XIRR (%)
1 year -51.73 50.11 37.80 25.78
3 year -10.66 27.25 17.82 16.64
5 year 0.23 23.09 13.38 13.35
7 year 1.83 18.11 13.18 13.16
10 year 4.25 20.43 13.52 13.56
12 year 7.20 18.02 13.35 13.52
15 year 7.52 18.37 13.84 13.86

Rolling return for 1 year

Average return: 25.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
-49.02 7.1 13.13 -51.73 30.34 -20.13 02-2024 02-2025
-46.69 -44.67 -43.13 -48.13 1.91 -45.66 01-2024 01-2025
22.86 18.85 27.09 14.9 4.54 20.93 12-2023 12-2024
31.96 28.19 38.59 22.05 6 30.2 11-2023 11-2024
38.63 44.35 50.11 33.31 6.28 41.6 10-2023 10-2024
43.01 43.66 48.79 38.07 3.8 43.38 09-2023 09-2024
38.89 41.79 45.25 35.58 3.57 40.38 08-2023 08-2024
37.24 40.75 45.5 32.76 4.67 39.06 07-2023 07-2024
33.48 37.64 46.11 25.74 7.35 35.74 06-2023 06-2024
37.96 39.8 44.48 33.5 3.94 38.93 05-2023 05-2024
41.7 41.8 46.28 37.36 3.15 41.78 04-2023 04-2024
41.86 44.44 47.75 38.67 3.34 43.18 03-2023 03-2024

Rolling return for 3 year

Average return: 16.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
-7.62 16.85 20.49 -10.41 13.94 4.83 02-2022 02-2025
-8.73 -8.72 -6.74 -10.66 1.39 -8.71 01-2022 01-2025
18.83 18.34 20.18 17.01 1.13 18.59 12-2021 12-2024
17.48 17.41 19.41 15.51 1.38 17.45 11-2021 11-2024
18.15 19.02 21.32 15.9 1.94 18.6 10-2021 10-2024
19.44 19.85 21.03 18.28 0.98 19.65 09-2021 09-2024
19.98 19.95 21.79 18.18 1.28 19.98 08-2021 08-2024
19.64 21.36 21.99 19.02 1.21 20.5 07-2021 07-2024
17.17 19.67 20.75 16.12 1.86 18.43 06-2021 06-2024
19.49 18.84 21.35 17.03 1.54 19.18 05-2021 05-2024
19.44 19.48 20.71 18.22 0.88 19.46 04-2021 04-2024
19.61 19.78 21.25 18.16 1.09 19.7 03-2021 03-2024
19.05 19.35 21.25 17.19 1.44 19.21 02-2021 02-2024
18.29 16.94 19.37 15.88 1.32 17.62 01-2021 01-2024
18.37 18.33 21.04 15.72 1.88 18.37 12-2020 12-2023
17.71 18.23 20.81 15.19 2 17.98 11-2020 11-2023
17.35 17.93 18.89 16.4 0.9 17.64 10-2020 10-2023
19.62 18.97 21.03 17.59 1.24 19.3 09-2020 09-2023
20.04 19.03 21.01 18.07 1.1 19.54 08-2020 08-2023
22.12 21.01 23.48 19.67 1.4 21.57 07-2020 07-2023
21.08 21.8 23.52 19.4 1.48 21.45 06-2020 06-2023
22.78 21.26 24.14 19.94 1.58 22.03 05-2020 05-2023
24.19 19.27 25.49 18.04 3.16 21.75 04-2020 04-2023
26.29 15.2 27.25 14.33 6.02 20.77 03-2020 03-2023
15.24 13.65 16.27 12.64 1.4 14.45 02-2020 02-2023
15.11 14.65 16.13 13.63 0.9 14.88 01-2020 01-2023
15.68 16.48 17.49 14.68 1.03 16.08 12-2019 12-2022
15.47 16.01 16.96 14.54 0.88 15.75 11-2019 11-2022
14.84 14.53 16.77 12.63 1.47 14.69 10-2019 10-2022
16.3 15.67 18.29 13.72 1.63 15.99 09-2019 09-2022
16.84 16.97 17.96 15.86 0.74 16.91 08-2019 08-2022
13.45 14.13 16.16 11.47 1.68 13.8 07-2019 07-2022
10.5 12 13.2 9.34 1.46 11.26 06-2019 06-2022
13.44 13.4 15.76 11.13 1.64 13.43 05-2019 05-2022
13.77 14.12 14.84 13.06 0.64 13.95 04-2019 04-2022
12.36 13.84 15.55 10.69 1.8 13.11 03-2019 03-2022

Rolling return for 5 year

Average return: 13.35
03-202004-202005-202006-202007-202008-202009-202010-202011-202012-202001-202102-202103-202104-202105-202106-202107-202108-202109-202110-202111-202112-202101-202202-202203-202204-202205-202206-202207-202208-202209-202210-202211-202212-202201-202302-202303-202304-202305-202306-202307-202308-202309-202310-202311-202312-202301-202402-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-202502-2025To Date246810121416182022Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.61 17.55 19.17 0.23 8.75 9.64 02-2020 02-2025
1.45 1.97 2.77 0.66 0.77 1.71 01-2020 01-2025
18.91 19.1 19.72 18.29 0.51 19.01 12-2019 12-2024
18.37 18.95 19.54 17.79 0.65 18.66 11-2019 11-2024
20.09 20.6 22.01 18.7 1.18 20.35 10-2019 10-2024
22.12 21.44 23.09 20.48 0.95 21.78 09-2019 09-2024
21.21 21.68 22.3 20.6 0.62 21.45 08-2019 08-2024
20.48 20.61 21.9 19.21 0.95 20.55 07-2019 07-2024
17.52 18.91 19.67 16.78 1.13 18.22 06-2019 06-2024
18.52 18.15 19.61 17.07 0.91 18.34 05-2019 05-2024
17.41 17.71 18.16 16.97 0.43 17.56 04-2019 04-2024
17.9 17.81 18.87 16.85 0.71 17.86 03-2019 03-2024
18.01 18.2 19.31 16.91 0.85 18.11 02-2019 02-2024
17.04 17.04 17.68 16.4 0.45 17.04 01-2019 01-2024
16.06 16.35 17.63 14.8 1.01 16.21 12-2018 12-2023
14.72 15.28 16.52 13.49 1.09 15 11-2018 11-2023
15.07 13.92 15.97 13.03 1.12 14.5 10-2018 10-2023
13.51 12.97 14.31 12.18 0.78 13.24 09-2018 09-2023
12.77 12.28 13.32 11.74 0.58 12.53 08-2018 08-2023
13.45 13.16 14.2 12.41 0.64 13.3 07-2018 07-2023
12.3 13.05 13.64 11.71 0.73 12.68 06-2018 06-2023
11.65 11.74 12.39 11.01 0.49 11.7 05-2018 05-2023
11.54 10.8 12.24 10.11 0.8 11.17 04-2018 04-2023
11.4 11.13 11.91 10.62 0.47 11.27 03-2018 03-2023
11.01 10.5 11.61 9.91 0.63 10.76 02-2018 02-2023
11.29 10.83 11.89 10.24 0.61 11.06 01-2018 01-2023
12.36 12.24 13.42 11.2 0.79 12.3 12-2017 12-2022
12.45 12.77 13.32 11.9 0.51 12.61 11-2017 11-2022
12.02 12 13.15 10.88 0.8 12.01 10-2017 10-2022
12.29 12.56 13.44 11.42 0.72 12.43 09-2017 09-2022
12.81 12.74 13.46 12.09 0.49 12.78 08-2017 08-2022
11.48 11.95 13.06 10.38 0.96 11.72 07-2017 07-2022
10.74 11.93 12.35 10.32 0.83 11.34 06-2017 06-2022
11.79 12.43 13.16 11.08 0.77 12.11 05-2017 05-2022
13.08 13.23 13.72 12.6 0.4 13.16 04-2017 04-2022
11.83 12.89 13.73 11.01 1.03 12.36 03-2017 03-2022
12.97 14.37 15.06 12.28 1.1 13.67 02-2017 02-2022
15.33 15.74 16.82 14.26 0.92 15.54 01-2017 01-2022
15.96 15.91 17.04 14.84 0.78 15.94 12-2016 12-2021
16.54 15.4 17.72 14.23 1.3 15.97 11-2016 11-2021
14.8 15.46 16.13 14.13 0.74 15.13 10-2016 10-2021
15 14.74 15.68 14.07 0.58 14.87 09-2016 09-2021
13.74 14.25 14.78 13.21 0.58 14 08-2016 08-2021
14.09 13.61 14.45 13.25 0.46 13.85 07-2016 07-2021
14.32 14.21 14.94 13.59 0.48 14.27 06-2016 06-2021
13.96 14.23 15.4 12.81 0.92 14.1 05-2016 05-2021
14.37 14.01 15.07 13.31 0.64 14.19 04-2016 04-2021
14.63 14.19 15.47 13.36 0.76 14.41 03-2016 03-2021
15.27 14.6 16.36 13.52 1.03 14.94 02-2016 02-2021
14.08 13.51 15.5 12.12 1.21 13.8 01-2016 01-2021
11.88 12.42 13.41 10.91 0.9 12.16 12-2015 12-2020
10.19 10.75 11.62 9.33 0.83 10.47 11-2015 11-2020
9.46 9.47 9.99 8.94 0.37 9.46 10-2015 10-2020
9.87 9.78 11.01 8.66 0.83 9.83 09-2015 09-2020
8.97 8.2 10.06 7.14 1.07 8.59 08-2015 08-2020
6.9 7.32 8.2 6.03 0.78 7.11 07-2015 07-2020
7.37 7.11 8.28 6.21 0.74 7.24 06-2015 06-2020
5.49 5.98 6.99 4.5 0.9 5.74 05-2015 05-2020
3.96 5.21 7.18 2.05 1.87 4.6 04-2015 04-2020
1.7 6.92 7.96 0.72 3.16 4.33 03-2015 03-2020

Rolling return for 7 year

Average return: 13.16
03-201804-201805-201806-201807-201808-201809-201810-201811-201812-201801-201902-201903-201904-201905-201906-201907-201908-201909-201910-201911-201912-201901-202002-202003-202004-202005-202006-202007-202008-202009-202010-202011-202012-202001-202102-202103-202104-202105-202106-202107-202108-202109-202110-202111-202112-202101-202202-202203-202204-202205-202206-202207-202208-202209-202210-202211-202212-202201-202302-202303-202304-202305-202306-202307-202308-202309-202310-202311-202312-202301-202402-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-202502-2025To Date24681012141618Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
2.55 14.11 14.92 1.83 6.17 8.35 02-2018 02-2025
2.68 2.92 3.63 1.98 0.59 2.8 01-2018 01-2025
15.55 15.25 16.11 14.7 0.51 15.4 12-2017 12-2024
15.33 15.74 16.14 14.93 0.45 15.54 11-2017 11-2024
16.48 16.96 17.81 15.63 0.79 16.72 10-2017 10-2024
17.44 17.46 18.11 16.79 0.47 17.45 09-2017 09-2024
16.97 17.19 17.72 16.45 0.46 17.08 08-2017 08-2024
16.95 17.1 17.93 16.13 0.64 17.03 07-2017 07-2024
15.65 16.84 17.15 15.34 0.77 16.24 06-2017 06-2024
15.83 16.06 16.59 15.3 0.46 15.95 05-2017 05-2024
15.85 16.03 16.38 15.5 0.32 15.94 04-2017 04-2024
15.9 15.96 16.58 15.29 0.46 15.93 03-2017 03-2024
16.11 16.51 17.02 15.6 0.52 16.31 02-2017 02-2024
16.49 16.17 16.94 15.71 0.45 16.33 01-2017 01-2024
16.22 16.53 17.34 15.42 0.69 16.38 12-2016 12-2023
14.88 14.52 16.17 13.25 1.04 14.71 11-2016 11-2023
13.13 13.3 13.76 12.66 0.39 13.21 10-2016 10-2023
13.3 13.21 13.87 12.64 0.44 13.26 09-2016 09-2023
13.1 13.11 13.49 12.73 0.27 13.11 08-2016 08-2023
13.41 13.34 13.94 12.81 0.4 13.38 07-2016 07-2023
13.01 13.45 13.97 12.49 0.55 13.23 06-2016 06-2023
13.17 12.88 13.7 12.35 0.49 13.02 05-2016 05-2023
13 12.75 13.5 12.25 0.45 12.88 04-2016 04-2023
13.24 12.71 13.6 12.34 0.48 12.97 03-2016 03-2023
13.81 13.01 14.25 12.57 0.66 13.41 02-2016 02-2023
13.46 12.49 13.89 12.06 0.73 12.98 01-2016 01-2023
12.81 12.86 13.57 12.11 0.52 12.84 12-2015 12-2022
12.75 12.74 13.37 12.12 0.44 12.74 11-2015 11-2022
11.44 11.86 12.24 11.06 0.44 11.65 10-2015 10-2022
12.43 12.35 13.25 11.54 0.61 12.39 09-2015 09-2022
12.29 11.39 12.75 10.93 0.72 11.84 08-2015 08-2022
10.46 10.94 11.59 9.82 0.65 10.7 07-2015 07-2022
10.69 10.97 11.84 9.83 0.72 10.83 06-2015 06-2022
11.05 11.26 12.02 10.3 0.61 11.16 05-2015 05-2022
11.74 10.72 12.19 10.27 0.77 11.23 04-2015 04-2022
9.9 10.45 11.22 9.14 0.76 10.18 03-2015 03-2022
10.38 11.24 11.84 9.79 0.79 10.81 02-2015 02-2022
12.12 11.72 13.16 10.7 0.88 11.93 01-2015 01-2022
12.22 11.91 12.96 11.17 0.64 12.07 12-2014 12-2021
12.17 12.46 12.98 11.65 0.48 12.32 11-2014 11-2021
13.45 13.43 14.38 12.5 0.66 13.44 10-2014 10-2021
13.71 13.39 14.19 12.91 0.47 13.55 09-2014 09-2021
13.8 13.82 14.54 13.08 0.52 13.81 08-2014 08-2021
13.88 13.3 14.13 13.05 0.43 13.59 07-2014 07-2021
14.29 13.44 14.73 13.01 0.68 13.87 06-2014 06-2021
14.34 14.28 15.37 13.26 0.75 14.31 05-2014 05-2021
14.12 14.28 14.62 13.78 0.3 14.2 04-2014 04-2021
14.53 14.12 15.13 13.53 0.58 14.33 03-2014 03-2021
14.75 15.16 15.53 14.38 0.43 14.96 02-2014 02-2021
14.56 15.04 15.58 14.03 0.57 14.8 01-2014 01-2021
13.68 14.28 14.79 13.17 0.61 13.98 12-2013 12-2020
12.8 13.09 13.85 12.04 0.65 12.95 11-2013 11-2020
12.77 12.44 13.16 12.06 0.41 12.61 10-2013 10-2020
13.45 12.48 14.29 11.66 0.99 12.97 09-2013 09-2020
13.44 12.68 14.24 11.88 0.88 13.06 08-2013 08-2020
10.89 10.98 11.85 10.02 0.65 10.94 07-2013 07-2020
10.79 10.68 11.45 10.01 0.51 10.73 06-2013 06-2020
8.96 9.52 10.06 8.43 0.61 9.24 05-2013 05-2020
9.17 10.29 11.58 7.92 1.35 9.74 04-2013 04-2020
7.96 12.12 12.66 7.44 2.36 10.04 03-2013 03-2020
12.38 12.66 13.49 11.56 0.69 12.52 02-2013 02-2020
11.99 12.13 12.61 11.52 0.39 12.06 01-2013 01-2020
11.75 11.93 12.17 11.52 0.24 11.84 12-2012 12-2019
12.77 12.35 13.17 11.96 0.45 12.56 11-2012 11-2019
12.24 12.94 13.18 12 0.49 12.59 10-2012 10-2019
12.37 12.72 13.45 11.64 0.65 12.55 09-2012 09-2019
12.63 12.62 13.04 12.22 0.29 12.63 08-2012 08-2019
13.3 13.67 14.16 12.82 0.49 13.49 07-2012 07-2019
14.73 14.01 15.25 13.49 0.67 14.37 06-2012 06-2019
13.91 14.12 14.92 13.12 0.64 14.02 05-2012 05-2019
13.84 13.68 14.15 13.38 0.28 13.76 04-2012 04-2019
13.15 13.24 13.88 12.52 0.48 13.2 03-2012 03-2019
13.08 12.85 13.84 12.11 0.62 12.97 02-2012 02-2019
14.64 13.81 15.09 13.37 0.68 14.23 01-2012 01-2019
14.69 14.39 15.58 13.5 0.74 14.54 12-2011 12-2018
13.97 13.38 14.84 12.51 0.85 13.68 11-2011 11-2018
13.35 13.57 14.81 12.13 0.95 13.47 10-2011 10-2018
14.54 14.77 15.51 13.8 0.61 14.65 09-2011 09-2018
15.06 13.98 15.82 13.23 0.99 14.52 08-2011 08-2018
12.68 12.81 13.42 12.08 0.48 12.75 07-2011 07-2018
13.13 12.64 13.56 12.22 0.5 12.89 06-2011 06-2018
12.84 12.5 13.3 12.04 0.46 12.67 05-2011 05-2018
11.53 12.19 12.56 11.16 0.55 11.86 04-2011 04-2018
12.22 11.61 12.78 11.05 0.65 11.91 03-2011 03-2018

Rolling return for 10 year

Average return: 13.56
04-201505-201506-201507-201508-201509-201510-201511-201512-201501-201602-201603-201604-201605-201606-201607-201608-201609-201610-201611-201612-201601-201702-201703-201704-201705-201706-201707-201708-201709-201710-201711-201712-201701-201802-201803-201804-201805-201806-201807-201808-201809-201810-201811-201812-201801-201902-201903-201904-201905-201906-201907-201908-201909-201910-201911-201912-201901-202002-202003-202004-202005-202006-202007-202008-202009-202010-202011-202012-202001-202102-202103-202104-202105-202106-202107-202108-202109-202110-202111-202112-202101-202202-202203-202204-202205-202206-202207-202208-202209-202210-202211-202212-202201-202302-202303-202304-202305-202306-202307-202308-202309-202310-202311-202312-202301-202402-202403-202404-202405-202406-202407-202408-202409-202410-202411-202412-202401-202502-2025To Date68101214161820Return (in %)maxmeanmin
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.64 12.9 13.32 4.25 4.34 8.78 02-2015 02-2025
5.41 5.15 6.09 4.47 0.58 5.28 01-2015 01-2025
14.16 13.8 14.55 13.41 0.42 13.98 12-2014 12-2024
13.73 13.92 14.29 13.37 0.33 13.83 11-2014 11-2024
14.84 15.08 15.75 14.16 0.57 14.96 10-2014 10-2024
15.4 15.29 15.86 14.83 0.37 15.34 09-2014 09-2024
15.62 15.63 16.14 15.11 0.36 15.62 08-2014 08-2024
15.58 15.66 16.26 14.98 0.45 15.62 07-2014 07-2024
15.14 15.28 16.19 14.24 0.69 15.21 06-2014 06-2024
15.86 15.63 16.4 15.1 0.47 15.75 05-2014 05-2024
15.69 15.82 16.06 15.45 0.22 15.75 04-2014 04-2024
16.03 15.79 16.51 15.32 0.43 15.91 03-2014 03-2024
16.02 16.4 16.66 15.76 0.35 16.21 02-2014 02-2024
15.67 15.61 15.99 15.29 0.25 15.64 01-2014 01-2024
15.07 15.48 15.84 14.71 0.42 15.28 12-2013 12-2023
14.25 14.61 15.15 13.71 0.52 14.43 11-2013 11-2023
14.12 14.06 14.57 13.62 0.34 14.09 10-2013 10-2023
15.27 14.39 15.68 13.99 0.67 14.83 09-2013 09-2023
15.38 14.55 15.66 14.27 0.57 14.96 08-2013 08-2023
14.14 13.9 14.52 13.52 0.36 14.02 07-2013 07-2023
13.78 13.9 14.46 13.22 0.44 13.84 06-2013 06-2023
12.94 12.92 13.31 12.55 0.27 12.93 05-2013 05-2023
13.48 12.91 13.83 12.56 0.49 13.2 04-2013 04-2023
13.16 13.03 13.42 12.78 0.23 13.1 03-2013 03-2023
13.23 12.96 13.53 12.65 0.33 13.09 02-2013 02-2023
12.92 12.88 13.22 12.58 0.23 12.9 01-2013 01-2023
12.92 13.28 13.45 12.75 0.28 13.1 12-2012 12-2022
13.57 13.44 14.01 13 0.36 13.5 11-2012 11-2022
13.02 13.41 13.58 12.84 0.3 13.21 10-2012 10-2022
13.53 13.6 14.11 13.02 0.39 13.56 09-2012 09-2022
13.87 13.91 14.2 13.58 0.22 13.89 08-2012 08-2022
13.35 13.81 14.15 13.01 0.43 13.58 07-2012 07-2022
13.45 13.4 14.27 12.58 0.6 13.43 06-2012 06-2022
13.77 13.9 14.46 13.21 0.44 13.84 05-2012 05-2022
13.82 13.81 14.14 13.49 0.23 13.82 04-2012 04-2022
12.92 13.42 13.87 12.47 0.53 13.17 03-2012 03-2022
13.35 13.7 14.39 12.66 0.62 13.52 02-2012 02-2022
14.89 14.73 15.63 14 0.58 14.81 01-2012 01-2022
14.94 14.64 15.47 14.11 0.49 14.79 12-2011 12-2021
14.98 14.53 15.56 13.95 0.59 14.75 11-2011 11-2021
15.09 14.88 15.75 14.22 0.55 14.98 10-2011 10-2021
15.12 14.94 15.46 14.61 0.31 15.03 09-2011 09-2021
14.63 13.86 15.15 13.35 0.69 14.25 08-2011 08-2021
13.26 13.01 13.44 12.84 0.23 13.14 07-2011 07-2021
13.4 13.06 13.7 12.75 0.36 13.23 06-2011 06-2021
12.57 12.71 13.28 12.01 0.45 12.64 05-2011 05-2021
11.91 12 12.26 11.66 0.21 11.96 04-2011 04-2021
12.29 11.88 12.7 11.47 0.46 12.09 03-2011 03-2021
12.48 12.39 13.01 11.86 0.41 12.44 02-2011 02-2021
11.74 11.3 12.43 10.61 0.66 11.52 01-2011 01-2021
10.61 10.79 11.37 10.04 0.47 10.7 12-2010 12-2020
9.92 9.72 10.64 9.01 0.58 9.82 11-2010 11-2020
9.38 9.3 9.64 9.04 0.21 9.34 10-2010 10-2020
9.62 9.44 10.18 8.88 0.46 9.53 09-2010 09-2020
9.78 9.92 10.32 9.38 0.34 9.85 08-2010 08-2020
9.2 9.68 9.87 9.02 0.35 9.44 07-2010 07-2020
9.41 9.18 9.88 8.72 0.42 9.3 06-2010 06-2020
8.99 9.26 9.76 8.5 0.46 9.13 05-2010 05-2020
7.9 9.38 9.56 7.73 0.83 8.64 04-2010 04-2020
7.7 10.37 10.96 7.12 1.65 9.04 03-2010 03-2020
11.06 11.51 11.83 10.75 0.41 11.29 02-2010 02-2020
11.32 11.12 11.75 10.69 0.38 11.22 01-2010 01-2020
11.35 11.28 11.64 10.99 0.23 11.31 12-2009 12-2019
12.38 11.79 12.66 11.52 0.45 12.09 11-2009 11-2019
11.88 12.12 12.53 11.47 0.38 12 10-2009 10-2019
12.16 12.12 12.92 11.37 0.55 12.14 09-2009 09-2019
12.62 12.34 12.91 12.05 0.32 12.48 08-2009 08-2019
13.85 12.96 14.46 12.37 0.8 13.41 07-2009 07-2019
14.22 14.03 14.58 13.67 0.33 14.12 06-2009 06-2019
15.46 14.55 16.18 13.85 0.88 15.01 05-2009 05-2019
17.15 16.28 17.37 16.06 0.56 16.71 04-2009 04-2019
18.12 17.06 18.65 16.54 0.83 17.59 03-2009 03-2019
17.4 17.42 17.95 16.88 0.38 17.41 02-2009 02-2019
17.69 17.27 18.02 16.95 0.41 17.48 01-2009 01-2019
18.17 17.66 18.82 17.02 0.66 17.92 12-2008 12-2018
17.96 17.1 18.6 16.48 0.81 17.54 11-2008 11-2018
17.56 14.86 18.61 13.84 1.94 16.22 10-2008 10-2018
14.97 14.26 15.66 13.59 0.77 14.62 09-2008 09-2018
14.3 14.37 14.83 13.84 0.35 14.34 08-2008 08-2018
14.88 14.41 15.41 13.89 0.56 14.65 07-2008 07-2018
14.08 12.91 14.38 12.62 0.75 13.5 06-2008 06-2018
12.61 12.48 12.94 12.16 0.28 12.55 05-2008 05-2018
12.75 12.7 13.49 11.97 0.54 12.73 04-2008 04-2018
13.22 12.6 13.62 12.2 0.55 12.91 03-2008 03-2018
13.04 12.39 13.61 11.83 0.67 12.72 02-2008 02-2018
13.33 10.89 13.87 10.37 1.51 12.11 01-2008 01-2018
10.96 10.73 11.54 10.16 0.49 10.85 12-2007 12-2017
11.51 11.14 11.78 10.87 0.35 11.32 11-2007 11-2017
11.5 11.05 12.07 10.48 0.58 11.28 10-2007 10-2017
12.5 11.84 12.94 11.4 0.59 12.17 09-2007 09-2017
13.26 12.69 13.61 12.33 0.5 12.97 08-2007 08-2017
12.39 12.43 12.95 11.87 0.38 12.41 07-2007 07-2017
12.86 12.5 13.07 12.29 0.3 12.68 06-2007 06-2017
12.92 12.62 13.28 12.26 0.38 12.77 05-2007 05-2017
13.77 12.68 14.01 12.44 0.68 13.22 04-2007 04-2017
13.58 13.23 14 12.81 0.44 13.41 03-2007 03-2017
12.71 11.79 13.06 11.45 0.66 12.25 02-2007 02-2017
11.81 11.65 12.34 11.13 0.43 11.73 01-2007 01-2017
11.81 11.48 12.36 10.94 0.52 11.65 12-2006 12-2016
11.72 12.17 12.84 11.05 0.65 11.95 11-2006 11-2016
13.5 13.1 13.82 12.77 0.4 13.3 10-2006 10-2016
14.08 13.82 14.55 13.35 0.43 13.95 09-2006 09-2016
15.05 14.26 15.32 14 0.54 14.66 08-2006 08-2016
15.51 15.03 15.94 14.6 0.5 15.27 07-2006 07-2016
16.22 14.65 16.6 14.29 0.99 15.44 06-2006 06-2016
13.79 12.14 14.37 11.57 1.15 12.97 05-2006 05-2016
12.22 12.17 12.74 11.65 0.39 12.2 04-2006 04-2016
12.55 12.29 13.18 11.67 0.54 12.42 03-2006 03-2016
12.9 13.23 13.76 12.37 0.51 13.06 02-2006 02-2016
14.06 14.23 15.05 13.24 0.64 14.14 01-2006 01-2016
15.19 15.03 15.69 14.53 0.41 15.11 12-2005 12-2015
16.81 15.63 17.26 15.18 0.85 16.22 11-2005 11-2015
17.47 16.22 17.75 15.95 0.77 16.85 10-2005 10-2015
16.28 16.17 16.93 15.53 0.5 16.23 09-2005 09-2015
17.08 17.55 18.08 16.56 0.56 17.32 08-2005 08-2015
18.13 17.99 18.61 17.51 0.39 18.06 07-2005 07-2015
18.03 18.14 18.68 17.5 0.42 18.09 06-2005 06-2015
19.12 18.72 19.68 18.16 0.56 18.92 05-2005 05-2015
19.32 19.85 20.43 18.74 0.63 19.59 04-2005 04-2015

Rolling return for 12 year

Average return: 13.52
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.76 14.67 15.16 7.3 3.7 11.22 02-2013 02-2025
7.47 7.78 8.05 7.2 0.32 7.62 01-2013 01-2025
14.68 14.86 15.01 14.54 0.18 14.77 12-2012 12-2024
15.07 15.06 15.54 14.59 0.34 15.06 11-2012 11-2024
15.45 16.07 16.22 15.3 0.39 15.76 10-2012 10-2024
16.33 16.28 16.72 15.89 0.29 16.3 09-2012 09-2024
16.13 16.31 16.56 15.88 0.25 16.22 08-2012 08-2024
16.24 16.52 16.81 15.95 0.32 16.38 07-2012 07-2024
15.88 16.02 16.76 15.15 0.57 15.95 06-2012 06-2024
15.81 15.78 16.26 15.34 0.33 15.8 05-2012 05-2024
15.32 15.35 15.62 15.04 0.21 15.33 04-2012 04-2024
15.11 15.12 15.5 14.73 0.27 15.11 03-2012 03-2024
15.11 15.05 15.64 14.53 0.39 15.08 02-2012 02-2024
15.63 15.15 15.9 14.88 0.4 15.39 01-2012 01-2024
15.26 15.2 15.9 14.56 0.47 15.23 12-2011 12-2023
14.28 14.17 15.02 13.43 0.56 14.22 11-2011 11-2023
14.06 13.72 14.44 13.35 0.4 13.89 10-2011 10-2023
14.11 14.01 14.44 13.68 0.27 14.06 09-2011 09-2023
14.1 13.27 14.33 13.04 0.54 13.68 08-2011 08-2023
13 12.96 13.31 12.65 0.23 12.98 07-2011 07-2023
12.78 12.81 13.35 12.25 0.39 12.8 06-2011 06-2023
12.34 12.18 12.65 11.88 0.28 12.26 05-2011 05-2023
11.53 11.61 11.82 11.32 0.18 11.57 04-2011 04-2023
11.88 11.41 12.09 11.2 0.36 11.64 03-2011 03-2023
12.1 11.84 12.35 11.59 0.28 11.97 02-2011 02-2023
11.76 11.07 12.01 10.83 0.48 11.42 01-2011 01-2023
11.36 11.32 11.8 10.88 0.33 11.34 12-2010 12-2022
11.45 11.03 11.81 10.68 0.43 11.24 11-2010 11-2022
10.54 10.72 11.01 10.25 0.28 10.63 10-2010 10-2022
11.14 10.98 11.61 10.51 0.39 11.06 09-2010 09-2022
11.57 11.51 11.84 11.24 0.21 11.54 08-2010 08-2022
10.92 11.42 11.57 10.76 0.34 11.17 07-2010 07-2022
11.02 11.1 11.69 10.44 0.44 11.06 06-2010 06-2022
11.69 11.84 12.26 11.28 0.35 11.77 05-2010 05-2022
11.85 11.96 12.11 11.69 0.15 11.9 04-2010 04-2022
11.6 11.89 12.39 11.11 0.46 11.75 03-2010 03-2022
12.07 12.66 12.93 11.8 0.45 12.37 02-2010 02-2022
12.54 12.62 13.15 12.02 0.4 12.58 01-2010 01-2022
12.6 12.73 13.03 12.29 0.27 12.66 12-2009 12-2021
13.57 13.32 14.05 12.85 0.43 13.45 11-2009 11-2021
13.67 13.87 14.22 13.32 0.33 13.77 10-2009 10-2021
14.4 14 14.68 13.72 0.37 14.2 09-2009 09-2021
14.3 14.25 14.74 13.82 0.33 14.28 08-2009 08-2021
15.13 14.03 15.28 13.88 0.63 14.58 07-2009 07-2021
14.85 14.65 15.11 14.39 0.26 14.75 06-2009 06-2021
15.73 14.97 16.33 14.38 0.74 15.35 05-2009 05-2021
16.69 16.08 16.99 15.79 0.48 16.39 04-2009 04-2021
17.66 16.7 18.02 16.35 0.68 17.18 03-2009 03-2021
17.25 17.27 17.71 16.81 0.32 17.26 02-2009 02-2021
17.27 17.26 17.88 16.66 0.43 17.27 01-2009 01-2021
17.24 16.95 17.91 16.29 0.58 17.1 12-2008 12-2020
16.66 16.06 17.3 15.44 0.69 16.36 11-2008 11-2020
16.56 13.71 16.8 13.48 1.55 15.14 10-2008 10-2020
13.23 12.58 13.72 12.1 0.62 12.91 09-2008 09-2020
12.28 12.36 12.74 11.9 0.3 12.32 08-2008 08-2020
12.55 12.3 13.12 11.74 0.5 12.43 07-2008 07-2020
11.66 10.85 12.05 10.46 0.63 11.25 06-2008 06-2020
9.81 10.09 10.46 9.44 0.37 9.95 05-2008 05-2020
9.57 10.33 10.97 8.93 0.77 9.95 04-2008 04-2020
9.43 11.34 12.19 8.61 1.43 10.39 03-2008 03-2020
11.65 11.29 12.29 10.65 0.59 11.47 02-2008 02-2020
12.04 9.95 12.4 9.59 1.24 10.99 01-2008 01-2020
10.39 9.96 10.63 9.72 0.36 10.18 12-2007 12-2019
10.92 10.62 11.15 10.39 0.29 10.77 11-2007 11-2019
10.9 10.59 11.44 10.05 0.5 10.75 10-2007 10-2019
11.48 11.2 12.11 10.57 0.55 11.34 09-2007 09-2019
12.19 11.67 12.43 11.43 0.4 11.93 08-2007 08-2019
11.75 11.81 12.24 11.32 0.33 11.78 07-2007 07-2019
12.56 12.39 12.86 12.09 0.28 12.48 06-2007 06-2019
12.32 12.35 12.89 11.78 0.39 12.34 05-2007 05-2019
13.48 12.56 13.66 12.38 0.56 13.02 04-2007 04-2019
13.15 12.94 13.58 12.52 0.38 13.05 03-2007 03-2019
12.51 11.89 12.95 11.46 0.57 12.2 02-2007 02-2019
12.36 12.04 12.61 11.78 0.31 12.2 01-2007 01-2019
12.6 12.38 13.11 11.87 0.45 12.49 12-2006 12-2018
12.31 12.25 12.81 11.75 0.38 12.28 11-2006 11-2018
12.64 12.87 13.48 12.04 0.52 12.76 10-2006 10-2018
13.86 13.82 14.42 13.26 0.41 13.84 09-2006 09-2018
14.86 14.42 15.3 13.98 0.49 14.64 08-2006 08-2018
15.14 14.82 15.58 14.38 0.44 14.98 07-2006 07-2018
15.98 14.62 16.24 14.37 0.82 15.3 06-2006 06-2018
14.33 12.74 14.61 12.47 0.94 13.54 05-2006 05-2018
12.96 13.09 13.57 12.48 0.39 13.03 04-2006 04-2018
13.43 13.02 13.77 12.69 0.41 13.23 03-2006 03-2018
14.23 14.26 14.7 13.78 0.33 14.24 02-2006 02-2018
14.87 14.64 15.33 14.19 0.41 14.76 01-2006 01-2018
14.98 14.93 15.48 14.43 0.37 14.96 12-2005 12-2017
16.25 15.13 16.48 14.9 0.68 15.69 11-2005 11-2017
16.19 15.42 16.68 14.93 0.68 15.8 10-2005 10-2017
15.69 15.44 16.07 15.06 0.37 15.56 09-2005 09-2017
16.05 15.92 16.35 15.61 0.27 15.98 08-2005 08-2017
16.37 16.34 16.85 15.86 0.35 16.36 07-2005 07-2017
16.75 16.49 16.94 16.31 0.24 16.62 06-2005 06-2017
17.41 16.93 17.72 16.62 0.42 17.17 05-2005 05-2017
17.44 17.17 17.65 16.97 0.26 17.31 04-2005 04-2017

Rolling return for 15 year

Average return: 13.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.82 13.49 13.7 7.61 2.94 10.66 02-2010 02-2025
7.92 7.99 8.39 7.52 0.31 7.96 01-2010 01-2025
13.82 13.83 14.07 13.57 0.18 13.82 12-2009 12-2024
14.34 14.13 14.72 13.76 0.35 14.24 11-2009 11-2024
14.55 14.88 15.16 14.27 0.34 14.71 10-2009 10-2024
15.39 15.14 15.69 14.84 0.31 15.27 09-2009 09-2024
15.42 15.37 15.76 15.02 0.26 15.39 08-2009 08-2024
16.02 15.46 16.47 15.01 0.55 15.74 07-2009 07-2024
15.31 15.63 16.01 14.94 0.39 15.47 06-2009 06-2024
16.47 15.74 16.83 15.38 0.57 16.11 05-2009 05-2024
17.23 16.75 17.48 16.51 0.38 16.99 04-2009 04-2024
18.05 17.31 18.37 16.99 0.55 17.68 03-2009 03-2024
17.61 17.68 18.04 17.25 0.28 17.64 02-2009 02-2024
17.48 17.19 17.69 16.98 0.27 17.34 01-2009 01-2024
17.46 17.22 17.99 16.7 0.46 17.34 12-2008 12-2023
16.87 16.49 17.48 15.89 0.58 16.68 11-2008 11-2023
16.72 14.55 17.03 14.25 1.25 15.64 10-2008 10-2023
14.48 13.83 14.75 13.56 0.48 14.16 09-2008 09-2023
13.79 13.67 13.97 13.48 0.18 13.73 08-2008 08-2023
14.4 13.99 14.66 13.74 0.36 14.2 07-2008 07-2023
13.48 12.96 13.94 12.51 0.54 13.22 06-2008 06-2023
12.29 12.24 12.54 11.99 0.2 12.27 05-2008 05-2023
12.35 12.06 12.58 11.83 0.28 12.21 04-2008 04-2023
12.61 12.1 12.78 11.93 0.35 12.36 03-2008 03-2023
12.36 11.76 12.56 11.56 0.41 12.06 02-2008 02-2023
12.64 10.87 12.84 10.67 0.99 11.75 01-2008 01-2023
11.43 11.24 11.77 10.89 0.32 11.33 12-2007 12-2022
11.82 11.68 12.11 11.39 0.26 11.75 11-2007 11-2022
11.68 11.36 12.05 10.99 0.39 11.52 10-2007 10-2022
12.43 12.08 12.81 11.7 0.41 12.25 09-2007 09-2022
13.11 12.71 13.32 12.49 0.33 12.91 08-2007 08-2022
12.09 12.27 12.62 11.74 0.32 12.18 07-2007 07-2022
12.15 12.31 12.69 11.77 0.33 12.23 06-2007 06-2022
12.54 12.56 13 12.11 0.31 12.55 05-2007 05-2022
13.54 12.87 13.75 12.66 0.45 13.2 04-2007 04-2022
12.99 13.12 13.63 12.48 0.41 13.06 03-2007 03-2022
12.8 12.64 13.49 11.96 0.54 12.72 02-2007 02-2022
12.97 13 13.46 12.51 0.34 12.98 01-2007 01-2022
13.18 12.94 13.53 12.59 0.34 13.06 12-2006 12-2021
13.3 13.23 13.69 12.85 0.3 13.27 11-2006 11-2021
13.93 13.88 14.37 13.44 0.33 13.9 10-2006 10-2021
14.39 14.12 14.61 13.9 0.27 14.25 09-2006 09-2021
14.61 14.26 14.96 13.91 0.39 14.44 08-2006 08-2021
15.04 14.55 15.15 14.43 0.31 14.79 07-2006 07-2021
15.59 14.51 15.79 14.3 0.65 15.05 06-2006 06-2021
13.85 12.83 14.32 12.36 0.78 13.34 05-2006 05-2021
12.93 12.78 13.16 12.55 0.22 12.86 04-2006 04-2021
13.24 12.92 13.51 12.65 0.32 13.08 03-2006 03-2021
13.68 13.69 14.04 13.33 0.25 13.68 02-2006 02-2021
14.07 13.99 14.54 13.52 0.36 14.03 01-2006 01-2021
14.08 14.15 14.59 13.64 0.34 14.12 12-2005 12-2020
14.56 13.98 15.05 13.49 0.59 14.27 11-2005 11-2020
14.73 13.93 14.92 13.74 0.5 14.33 10-2005 10-2020
14.1 14 14.5 13.61 0.32 14.05 09-2005 09-2020
14.32 14.35 14.69 13.97 0.25 14.33 08-2005 08-2020
14.26 14.32 14.72 13.86 0.3 14.29 07-2005 07-2020
14.37 14.34 14.69 14.02 0.24 14.36 06-2005 06-2020
14.39 14.31 14.93 13.78 0.41 14.35 05-2005 05-2020
13.96 14.76 15.13 13.59 0.61 14.36 04-2005 04-2020