NIFTY500 MULTIFACTOR MQVLV 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.86
Weighted mean CAGR by duration 17.13
Mean CAGR 21.48
Standard deviation CAGR 11.57
Range for CAGR 35.01

Summary

Duration Min Max Median Average XIRR (%)
1 year -5.74 80.76 57.80 49.21
3 year 9.94 31.86 23.24 22.11
5 year -0.65 28.98 13.20 14.20
7 year 8.54 20.48 14.85 14.71
10 year 9.46 23.59 16.82 16.81
12 year 10.78 21.61 16.47 16.57
15 year 12.53 22.89 16.17 16.77

Rolling return for 1 year

Average return: 49.21
Min Max Min-Max Max-Min Standard Deviation Mean From To
-0.64 0.3 5.72 -5.74 4.07 -0.09 02-2024 02-2025
7.98 12.79 19.76 1.69 6.61 10.55 01-2024 01-2025
26.38 24.46 34.37 17.06 6.16 25.57 12-2023 12-2024
41.42 35.05 50.87 26.59 8.88 38.48 11-2023 11-2024
48.48 54.78 63.22 40.81 8.23 51.82 10-2023 10-2024
58.37 56.77 64.78 50.68 5.02 57.65 09-2023 09-2024
58.9 64.75 68.51 55.35 5.09 61.88 08-2023 08-2024
68.21 66.97 78.62 57.24 7.57 67.76 07-2023 07-2024
60.83 68.37 80.07 50.38 10.83 64.91 06-2023 06-2024
65.18 72.35 75.68 62.05 5.45 68.81 05-2023 05-2024
72.54 70.98 79.85 64.03 5.62 71.85 04-2023 04-2024
68.88 73.43 80.76 62.03 6.82 71.28 03-2023 03-2024

Rolling return for 3 year

Average return: 22.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.74 19.84 24.28 17.39 2.53 20.81 02-2022 02-2025
19.84 21.07 24.05 16.96 2.54 20.48 01-2022 01-2025
23.5 23.63 26.05 21.13 1.74 23.58 12-2021 12-2024
21.72 21.3 24.38 18.71 2.01 21.53 11-2021 11-2024
21.21 22.19 25.09 18.39 2.39 21.72 10-2021 10-2024
24.55 24.35 26.2 22.72 1.23 24.46 09-2021 09-2024
25.53 26.41 28.01 23.96 1.47 25.98 08-2021 08-2024
26.7 27.85 29.26 25.32 1.45 27.28 07-2021 07-2024
24.39 26.55 29.16 21.87 2.69 25.49 06-2021 06-2024
26.69 27.03 29.32 24.45 1.73 26.87 05-2021 05-2024
27.81 28.04 29.58 26.29 1.17 27.93 04-2021 04-2024
27.01 28.14 29.92 25.27 1.69 27.59 03-2021 03-2024
29.56 29.33 31.86 27.07 1.7 29.46 02-2021 02-2024
27.59 27.85 30.16 25.32 1.71 27.73 01-2021 01-2024
26.99 27.3 30.28 24.09 2.19 27.16 12-2020 12-2023
24.73 26.5 29.42 21.91 2.73 25.64 11-2020 11-2023
24 25.48 26.21 23.28 1.16 24.74 10-2020 10-2023
25.61 25 27.71 22.95 1.7 25.32 09-2020 09-2023
25.07 23.88 26.02 22.95 1.16 24.48 08-2020 08-2023
25.5 26 28.35 23.2 1.83 25.76 07-2020 07-2023
24.02 24.98 26.83 22.21 1.67 24.51 06-2020 06-2023
25.76 24.17 26.56 23.38 1.26 24.97 05-2020 05-2023
26.08 22.27 28.22 20.22 3.13 24.2 04-2020 04-2023
28.25 17.45 30.03 15.84 6.3 22.89 03-2020 03-2023
16.31 15.04 17.77 13.61 1.54 15.68 02-2020 02-2023
17.32 16.66 18.77 15.24 1.27 17 01-2020 01-2023
17.12 18.44 19.58 16 1.35 17.79 12-2019 12-2022
17.05 17.37 18.79 15.65 1.12 17.21 11-2019 11-2022
16.44 15.57 17.93 14.1 1.39 16.01 10-2019 10-2022
18 17.88 20.65 15.29 1.9 17.95 09-2019 09-2022
19.54 19.45 20.79 18.2 0.92 19.49 08-2019 08-2022
15.36 15.38 18.63 12.2 2.27 15.39 07-2019 07-2022
11.3 13.38 14.78 9.94 1.86 12.35 06-2019 06-2022
14.32 15.16 17.33 12.21 1.83 14.75 05-2019 05-2022
15.66 16.55 17.33 14.9 0.91 16.11 04-2019 04-2022
15.49 15.58 17.86 13.26 1.63 15.55 03-2019 03-2022

Rolling return for 5 year

Average return: 14.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
21.74 21.54 23.26 20.04 1.14 21.64 02-2020 02-2025
22.12 23.34 24.67 20.81 1.43 22.73 01-2020 01-2025
24.39 25.2 25.92 23.67 0.85 24.8 12-2019 12-2024
23.65 24.36 25.26 22.76 0.92 24.01 11-2019 11-2024
24.95 25.8 27.34 23.44 1.41 25.38 10-2019 10-2024
27.51 26.75 28.53 25.75 1.02 27.14 09-2019 09-2024
27.48 28.12 28.98 26.62 0.86 27.8 08-2019 08-2024
27.2 26.61 28.74 25.1 1.3 26.91 07-2019 07-2024
22.51 24.39 25.31 21.61 1.47 23.46 06-2019 06-2024
23.45 23.59 24.98 22.08 1.03 23.53 05-2019 05-2024
22.07 22.6 23.08 21.58 0.56 22.33 04-2019 04-2024
21.95 22.18 23.62 20.53 1.1 22.07 03-2019 03-2024
23 23.07 24.3 21.78 0.89 23.04 02-2019 02-2024
21.01 21.82 22.47 20.37 0.8 21.42 01-2019 01-2024
19.89 20.16 21.74 18.33 1.21 20.03 12-2018 12-2023
16.99 18.8 19.61 16.2 1.36 17.9 11-2018 11-2023
17.3 16.38 18.55 15.15 1.25 16.84 10-2018 10-2023
15.3 14.59 16.45 13.45 1.09 14.95 09-2018 09-2023
13.69 13.31 14.21 12.8 0.52 13.5 08-2018 08-2023
13.24 13.9 14.77 12.38 0.88 13.57 07-2018 07-2023
11.72 12.34 13.23 10.84 0.87 12.03 06-2018 06-2023
11.1 10.64 11.53 10.22 0.49 10.87 05-2018 05-2023
9.64 9.84 10.76 8.74 0.72 9.74 04-2018 04-2023
9.49 9.48 10.4 8.57 0.65 9.48 03-2018 03-2023
9 8.62 9.82 7.81 0.72 8.81 02-2018 02-2023
8.63 8.9 9.43 8.1 0.48 8.77 01-2018 01-2023
9.38 9.47 10.75 8.11 0.93 9.43 12-2017 12-2022
9.98 10.34 10.96 9.36 0.58 10.16 11-2017 11-2022
10 9.77 10.84 8.93 0.68 9.88 10-2017 10-2022
10.38 10.68 11.86 9.21 0.94 10.53 09-2017 09-2022
11.26 11.06 11.96 10.36 0.57 11.16 08-2017 08-2022
9.85 10.67 11.71 8.83 1.06 10.27 07-2017 07-2022
9.35 10.76 11.39 8.73 1.06 10.06 06-2017 06-2022
10.53 11.3 12.26 9.58 0.99 10.92 05-2017 05-2022
12.09 12.54 13.06 11.57 0.55 12.32 04-2017 04-2022
11.88 12.33 13.25 10.97 0.82 12.11 03-2017 03-2022
11.84 13.58 14.3 11.12 1.28 12.71 02-2017 02-2022
15.19 15.24 16.88 13.56 1.17 15.22 01-2017 01-2022
16.08 15.74 17.44 14.4 1.08 15.91 12-2016 12-2021
16.53 15.41 18.3 13.69 1.68 15.98 11-2016 11-2021
14.98 16.08 16.61 14.46 0.85 15.53 10-2016 10-2021
14.89 15 15.92 13.98 0.69 14.95 09-2016 09-2021
14.03 14.29 14.9 13.43 0.53 14.16 08-2016 08-2021
14.35 14.16 15.1 13.41 0.6 14.26 07-2016 07-2021
13.77 14.47 15.17 13.07 0.78 14.12 06-2016 06-2021
13.46 13.79 14.68 12.58 0.75 13.63 05-2016 05-2021
13.06 12.88 13.87 12.07 0.64 12.97 04-2016 04-2021
13.25 13.17 14.19 12.24 0.69 13.21 03-2016 03-2021
12.76 12.32 14.09 11.02 1.1 12.55 02-2016 02-2021
11.67 10.66 12.88 9.48 1.25 11.17 01-2016 01-2021
9.08 9.65 10.61 8.14 0.9 9.37 12-2015 12-2020
7.25 7.99 8.74 6.52 0.83 7.62 11-2015 11-2020
6.84 6.8 7.21 6.43 0.28 6.82 10-2015 10-2020
6.99 7.31 8.37 5.94 0.87 7.15 09-2015 09-2020
6.26 5.36 7.36 4.28 1.13 5.82 08-2015 08-2020
4.52 4.73 5.69 3.57 0.75 4.63 07-2015 07-2020
5.1 4.7 6.02 3.79 0.8 4.9 06-2015 06-2020
4.02 3.68 5.21 2.5 0.97 3.85 05-2015 05-2020
2.75 3.47 5.72 0.56 1.84 3.12 04-2015 04-2020
0.07 5.61 6.37 -0.65 3.16 2.85 03-2015 03-2020

Rolling return for 7 year

Average return: 14.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.72 14.84 15.75 13.83 0.68 14.79 02-2018 02-2025
14.27 15.57 15.97 13.87 0.87 14.92 01-2018 01-2025
16.44 16.49 17.46 15.47 0.7 16.46 12-2017 12-2024
16.43 17.04 17.51 15.96 0.59 16.73 11-2017 11-2024
17.58 18.35 19.18 16.77 0.89 17.97 10-2017 10-2024
18.91 18.69 19.59 18.01 0.56 18.8 09-2017 09-2024
18.9 19.21 19.9 18.22 0.6 19.06 08-2017 08-2024
19.45 19.67 20.48 18.65 0.65 19.56 07-2017 07-2024
17.7 19.14 19.62 17.23 0.99 18.42 06-2017 06-2024
17.9 18.21 18.94 17.17 0.64 18.05 05-2017 05-2024
17.54 17.85 18.24 17.15 0.4 17.7 04-2017 04-2024
17.37 17.83 18.52 16.69 0.67 17.6 03-2017 03-2024
17.95 18.3 18.84 17.42 0.52 18.13 02-2017 02-2024
18.25 18.06 19.26 17.05 0.78 18.16 01-2017 01-2024
17.76 17.83 19.06 16.55 0.89 17.8 12-2016 12-2023
15.49 15.28 17.33 13.47 1.37 15.39 11-2016 11-2023
13.39 13.88 14.25 13.02 0.47 13.64 10-2016 10-2023
13.61 13.77 14.42 12.96 0.52 13.69 09-2016 09-2023
13.32 13.26 13.69 12.9 0.28 13.29 08-2016 08-2023
13.08 13.5 14.17 12.41 0.64 13.29 07-2016 07-2023
12.5 13.09 13.58 12.01 0.59 12.79 06-2016 06-2023
12.74 12.42 13.05 12.11 0.35 12.58 05-2016 05-2023
12.17 12.29 12.99 11.48 0.54 12.23 04-2016 04-2023
12.36 12.3 13.02 11.64 0.49 12.33 03-2016 03-2023
12.76 12.11 13.37 11.51 0.7 12.44 02-2016 02-2023
12.74 11.74 13.34 11.16 0.85 12.25 01-2016 01-2023
11.61 11.91 12.61 10.92 0.61 11.76 12-2015 12-2022
11.64 11.79 12.35 11.09 0.45 11.72 11-2015 11-2022
10.74 11.04 11.35 10.44 0.34 10.89 10-2015 10-2022
11.51 11.79 12.58 10.73 0.66 11.65 09-2015 09-2022
11.46 10.47 11.96 9.97 0.79 10.96 08-2015 08-2022
9.71 10.31 11.03 8.99 0.75 10.01 07-2015 07-2022
10.13 10.6 11.59 9.15 0.88 10.37 06-2015 06-2022
11.06 11.13 12.3 9.9 0.85 11.1 05-2015 05-2022
12.36 11.32 13.05 10.64 0.93 11.84 04-2015 04-2022
10.74 11.13 11.7 10.17 0.56 10.93 03-2015 03-2022
10.95 11.97 12.69 10.24 0.94 11.46 02-2015 02-2022
12.81 12.72 14 11.55 0.87 12.77 01-2015 01-2022
13.11 12.89 14.06 11.96 0.75 13.01 12-2014 12-2021
13.5 13.9 14.72 12.68 0.73 13.7 11-2014 11-2021
15.39 15.39 16.56 14.24 0.82 15.39 10-2014 10-2021
15.19 15.2 15.92 14.47 0.51 15.2 09-2014 09-2021
15.78 15.32 16.41 14.69 0.63 15.55 08-2014 08-2021
16.02 15.76 16.56 15.21 0.49 15.89 07-2014 07-2021
15.89 15.6 16.91 14.59 0.83 15.75 06-2014 06-2021
16.12 16.06 17.01 15.17 0.65 16.09 05-2014 05-2021
15.42 15.69 16.01 15.1 0.34 15.55 04-2014 04-2021
15.19 15.39 15.88 14.71 0.42 15.29 03-2014 03-2021
15.04 15.12 16 14.17 0.65 15.08 02-2014 02-2021
14.86 15.38 15.74 14.5 0.48 15.12 01-2014 01-2021
14.3 14.65 15.44 13.52 0.69 14.48 12-2013 12-2020
13.45 14.03 14.56 12.92 0.62 13.74 11-2013 11-2020
13.81 13.3 14.1 13.02 0.42 13.56 10-2013 10-2020
14.56 14.02 15.61 12.98 0.95 14.29 09-2013 09-2020
14.76 14.24 15.6 13.41 0.8 14.5 08-2013 08-2020
12.32 12.37 13.22 11.48 0.62 12.35 07-2013 07-2020
12.26 11.79 12.97 11.09 0.69 12.03 06-2013 06-2020
10.39 10.69 11.3 9.79 0.54 10.54 05-2013 05-2020
10.53 11.79 12.81 9.54 1.24 11.17 04-2013 04-2020
9.12 13.38 13.99 8.54 2.45 11.26 03-2013 03-2020
13.81 14.38 14.96 13.23 0.64 14.1 02-2013 02-2020
13.53 13.88 14.4 13.01 0.51 13.71 01-2013 01-2020
13.47 13.49 13.94 13.02 0.33 13.48 12-2012 12-2019
14.42 14.29 15.01 13.71 0.46 14.36 11-2012 11-2019
14.27 15 15.27 14 0.52 14.63 10-2012 10-2019
14.45 14.87 15.6 13.73 0.68 14.66 09-2012 09-2019
14.51 14.43 15.06 13.88 0.42 14.47 08-2012 08-2019
15.09 15.92 16.47 14.55 0.74 15.51 07-2012 07-2019
16.84 16.46 17.46 15.85 0.58 16.65 06-2012 06-2019
16.15 16.24 17.08 15.32 0.62 16.2 05-2012 05-2019
16.33 16.16 16.66 15.83 0.3 16.24 04-2012 04-2019
15.88 16.29 16.86 15.32 0.56 16.09 03-2012 03-2019
16.16 15.84 16.99 15.02 0.71 16 02-2012 02-2019
17.87 17.05 18.32 16.61 0.67 17.46 01-2012 01-2019
17.61 17.29 18.71 16.2 0.89 17.45 12-2011 12-2018
16.84 15.98 17.41 15.41 0.77 16.41 11-2011 11-2018
16.05 16.54 17.59 15.01 0.93 16.3 10-2011 10-2018
17.28 17.83 18.64 16.48 0.79 17.56 09-2011 09-2018
18.32 17.5 18.99 16.85 0.81 17.91 08-2011 08-2018
16.27 16.44 16.9 15.81 0.39 16.36 07-2011 07-2018
16.92 16.64 17.58 15.99 0.57 16.78 06-2011 06-2018
16.82 16.81 17.49 16.15 0.47 16.82 05-2011 05-2018
16.42 16.73 17.11 16.04 0.39 16.58 04-2011 04-2018
17.13 16.74 17.84 16.04 0.65 16.94 03-2011 03-2018

Rolling return for 10 year

Average return: 16.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.08 14.27 14.79 13.57 0.44 14.18 02-2015 02-2025
14.88 15.16 16.08 13.97 0.75 15.02 01-2015 01-2025
16.13 16.01 16.85 15.3 0.55 16.07 12-2014 12-2024
15.91 16.07 16.66 15.32 0.48 15.99 11-2014 11-2024
17.11 17.39 18.22 16.29 0.69 17.25 10-2014 10-2024
17.92 17.87 18.39 17.41 0.35 17.9 09-2014 09-2024
18.63 18.54 19.33 17.84 0.53 18.59 08-2014 08-2024
19.12 19.26 19.84 18.54 0.46 19.19 07-2014 07-2024
18.37 18.78 19.72 17.45 0.82 18.58 06-2014 06-2024
19.19 19.25 19.93 18.52 0.5 19.22 05-2014 05-2024
19 19.26 19.5 18.77 0.27 19.13 04-2014 04-2024
18.62 19.08 19.43 18.27 0.44 18.85 03-2014 03-2024
19.22 19.21 19.85 18.59 0.45 19.22 02-2014 02-2024
18.54 18.99 19.25 18.28 0.38 18.77 01-2014 01-2024
17.97 18.31 18.88 17.4 0.54 18.14 12-2013 12-2023
16.72 17.64 18.02 16.34 0.68 17.18 11-2013 11-2023
16.78 16.82 17.4 16.21 0.42 16.8 10-2013 10-2023
17.77 17.21 18.35 16.63 0.64 17.49 09-2013 09-2023
17.76 17.05 18.03 16.79 0.51 17.41 08-2013 08-2023
16.12 16.3 16.91 15.52 0.5 16.21 07-2013 07-2023
15.66 15.59 16.44 14.82 0.57 15.63 06-2013 06-2023
14.79 14.57 15.01 14.35 0.25 14.68 05-2013 05-2023
14.98 14.84 15.57 14.26 0.47 14.91 04-2013 04-2023
14.54 14.59 15.02 14.11 0.32 14.56 03-2013 03-2023
14.55 14.58 14.98 14.15 0.29 14.57 02-2013 02-2023
14.65 14.7 15.08 14.28 0.28 14.68 01-2013 01-2023
14.55 14.95 15.27 14.23 0.39 14.75 12-2012 12-2022
15.2 15.21 15.71 14.7 0.36 15.21 11-2012 11-2022
14.91 15.17 15.35 14.73 0.24 15.04 10-2012 10-2022
15.5 15.77 16.28 14.99 0.47 15.63 09-2012 09-2022
16 15.91 16.36 15.55 0.29 15.96 08-2012 08-2022
15.17 15.76 16.14 14.79 0.52 15.46 07-2012 07-2022
15.15 15.53 16.22 14.47 0.63 15.34 06-2012 06-2022
15.6 15.92 16.5 15.02 0.54 15.76 05-2012 05-2022
16.13 16.28 16.63 15.78 0.31 16.2 04-2012 04-2022
15.77 16.08 16.47 15.37 0.4 15.92 03-2012 03-2022
16.03 16.5 17.31 15.23 0.75 16.27 02-2012 02-2022
17.8 17.77 18.67 16.92 0.62 17.79 01-2012 01-2022
17.86 17.55 18.55 16.87 0.6 17.71 12-2011 12-2021
17.71 17.59 18.6 16.71 0.67 17.65 11-2011 11-2021
18.03 18.12 18.87 17.29 0.56 18.08 10-2011 10-2021
17.69 17.65 18.21 17.13 0.38 17.67 09-2011 09-2021
17.35 16.77 17.8 16.33 0.56 17.06 08-2011 08-2021
16.03 16.09 16.41 15.71 0.25 16.06 07-2011 07-2021
15.82 15.88 16.54 15.18 0.48 15.86 06-2011 06-2021
15.11 15.26 15.72 14.64 0.39 15.18 05-2011 05-2021
14.27 14.42 14.68 14.01 0.24 14.34 04-2011 04-2021
14.65 14.37 15.12 13.9 0.44 14.51 03-2011 03-2021
14.51 14.37 15.17 13.71 0.52 14.44 02-2011 02-2021
13.6 12.95 14.21 12.34 0.7 13.28 01-2011 01-2021
12.38 12.34 13.16 11.57 0.56 12.36 12-2010 12-2020
11.23 11.05 11.99 10.29 0.6 11.14 11-2010 11-2020
11.05 10.84 11.24 10.65 0.22 10.95 10-2010 10-2020
11.35 11.4 12.07 10.68 0.49 11.38 09-2010 09-2020
11.66 11.74 12.24 11.17 0.38 11.7 08-2010 08-2020
11.32 11.59 11.94 10.97 0.36 11.46 07-2010 07-2020
11.57 11.33 12.07 10.84 0.44 11.45 06-2010 06-2020
11.27 11.29 11.91 10.66 0.44 11.28 05-2010 05-2020
10.32 11.53 11.91 9.95 0.81 10.93 04-2010 04-2020
10.03 12.86 13.44 9.46 1.73 11.45 03-2010 03-2020
13.75 14.17 14.56 13.37 0.45 13.96 02-2010 02-2020
13.8 13.59 14.41 12.99 0.51 13.7 01-2010 01-2020
13.79 13.68 14.12 13.35 0.27 13.73 12-2009 12-2019
15.12 14.38 15.53 13.97 0.61 14.75 11-2009 11-2019
14.71 14.82 15.41 14.12 0.46 14.77 10-2009 10-2019
15.02 14.92 15.83 14.13 0.6 14.97 09-2009 09-2019
15.37 15.1 15.76 14.71 0.38 15.23 08-2009 08-2019
17.26 16.14 18.24 15.18 1.15 16.71 07-2009 07-2019
17.84 17.41 18.27 16.97 0.48 17.62 06-2009 06-2019
19.72 17.83 20.39 17.18 1.32 18.78 05-2009 05-2019
21.9 20.72 22.14 20.48 0.72 21.31 04-2009 04-2019
22.53 22.04 23.25 21.33 0.7 22.29 03-2009 03-2019
21.66 21.79 22.27 21.18 0.39 21.72 02-2009 02-2019
21.85 21.44 22.17 21.12 0.4 21.65 01-2009 01-2019
22.43 21.9 23.24 21.1 0.78 22.17 12-2008 12-2018
22.33 21.41 22.75 21 0.7 21.87 11-2008 11-2018
22.01 19.17 23.14 18.08 2.05 20.6 10-2008 10-2018
19.2 18.74 20.16 17.79 0.85 18.97 09-2008 09-2018
18.76 18.45 19.23 17.99 0.45 18.61 08-2008 08-2018
19.22 18.71 19.68 18.26 0.53 18.97 07-2008 07-2018
18.68 17.36 19.15 16.89 0.93 18.02 06-2008 06-2018
16.73 16.61 17.2 16.14 0.38 16.67 05-2008 05-2018
17.62 16.89 18.11 16.41 0.65 17.26 04-2008 04-2018
18.02 16.92 18.52 16.43 0.84 17.47 03-2008 03-2018
17.5 16.78 18.15 16.14 0.75 17.14 02-2008 02-2018
18.14 14.81 18.43 14.53 1.81 16.48 01-2008 01-2018
15.29 15.02 15.96 14.35 0.58 15.15 12-2007 12-2017
15.89 15.3 16.21 14.98 0.48 15.6 11-2007 11-2017
16.55 15.51 17.12 14.95 0.85 16.03 10-2007 10-2017
17.63 16.94 18.25 16.32 0.72 17.29 09-2007 09-2017
18.37 17.75 18.85 17.28 0.6 18.06 08-2007 08-2017
17.17 17.2 17.72 16.65 0.38 17.19 07-2007 07-2017
17.43 17.3 17.76 16.97 0.28 17.37 06-2007 06-2017
17.53 17.39 18.03 16.88 0.41 17.46 05-2007 05-2017
18.97 17.73 19.24 17.46 0.77 18.35 04-2007 04-2017
18.47 18.29 18.95 17.81 0.41 18.38 03-2007 03-2017
17.6 16.74 17.97 16.37 0.64 17.17 02-2007 02-2017
16.23 16.39 17.06 15.57 0.53 16.31 01-2007 01-2017
16.17 16.04 17.02 15.2 0.65 16.11 12-2006 12-2016
15.86 16.9 17.3 15.46 0.75 16.38 11-2006 11-2016
17.85 17.48 18.12 17.22 0.34 17.67 10-2006 10-2016
17.99 17.98 18.46 17.51 0.34 17.98 09-2006 09-2016
19.11 18.2 19.42 17.89 0.63 18.66 08-2006 08-2016
19.36 18.78 19.85 18.29 0.59 19.07 07-2006 07-2016
20.01 18.1 20.38 17.74 1.15 19.06 06-2006 06-2016
17.41 15.37 17.87 14.92 1.27 16.39 05-2006 05-2016
15.77 15.61 16.28 15.11 0.42 15.69 04-2006 04-2016
16.3 15.77 16.83 15.25 0.59 16.04 03-2006 03-2016
16.56 17.09 17.47 16.18 0.49 16.82 02-2006 02-2016
17.4 17.9 18.57 16.74 0.67 17.65 01-2006 01-2016
18.72 18.58 19.24 18.07 0.42 18.65 12-2005 12-2015
20.39 19.21 20.81 18.8 0.82 19.8 11-2005 11-2015
21.01 19.57 21.25 19.34 0.85 20.29 10-2005 10-2015
19.74 19.64 20.33 19.05 0.45 19.69 09-2005 09-2015
21 21.26 22.15 20.12 0.72 21.13 08-2005 08-2015
21.94 21.69 22.5 21.13 0.49 21.82 07-2005 07-2015
21.48 21.95 22.24 21.19 0.41 21.71 06-2005 06-2015
22.02 22.12 22.92 21.22 0.6 22.07 05-2005 05-2015
22.26 23.15 23.59 21.83 0.7 22.71 04-2005 04-2015

Rolling return for 12 year

Average return: 16.57
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.05 17.31 17.66 16.71 0.35 17.18 02-2013 02-2025
17.03 17.73 18.05 16.72 0.53 17.38 01-2013 01-2025
17.9 18.23 18.5 17.62 0.33 18.06 12-2012 12-2024
18.18 18.39 18.82 17.75 0.39 18.29 11-2012 11-2024
18.6 19.38 19.54 18.44 0.48 18.99 10-2012 10-2024
19.72 19.68 20.12 19.28 0.3 19.7 09-2012 09-2024
19.75 19.95 20.33 19.36 0.35 19.85 08-2012 08-2024
19.99 20.26 20.59 19.66 0.34 20.12 07-2012 07-2024
19.17 19.7 20.3 18.58 0.64 19.44 06-2012 06-2024
19.14 19.25 19.75 18.64 0.39 19.2 05-2012 05-2024
18.69 18.8 19.1 18.39 0.25 18.75 04-2012 04-2024
18.37 18.71 19.05 18.04 0.38 18.54 03-2012 03-2024
18.96 18.8 19.48 18.28 0.43 18.88 02-2012 02-2024
19.17 19.02 19.77 18.42 0.48 19.09 01-2012 01-2024
18.55 18.48 19.31 17.72 0.56 18.52 12-2011 12-2023
16.9 17.14 17.98 16.07 0.68 17.02 11-2011 11-2023
16.57 16.47 17.09 15.96 0.4 16.52 10-2011 10-2023
16.45 16.47 16.94 15.99 0.34 16.46 09-2011 09-2023
16.37 15.74 16.59 15.52 0.44 16.05 08-2011 08-2023
15 15.38 15.64 14.73 0.35 15.19 07-2011 07-2023
14.73 14.83 15.37 14.19 0.42 14.78 06-2011 06-2023
14.4 14.2 14.59 14.02 0.21 14.3 05-2011 05-2023
13.55 13.81 14.03 13.33 0.26 13.68 04-2011 04-2023
13.89 13.66 14.28 13.27 0.37 13.78 03-2011 03-2023
14.21 13.9 14.57 13.55 0.38 14.06 02-2011 02-2023
13.91 13.2 14.26 12.86 0.55 13.56 01-2011 01-2023
13.32 13.23 13.91 12.64 0.45 13.27 12-2010 12-2022
13.17 12.79 13.59 12.37 0.45 12.98 11-2010 11-2022
12.67 12.69 13.03 12.33 0.25 12.68 10-2010 10-2022
13.31 13.38 13.95 12.75 0.42 13.35 09-2010 09-2022
13.87 13.75 14.17 13.46 0.25 13.81 08-2010 08-2022
13.31 13.81 14.1 13.01 0.42 13.56 07-2010 07-2022
13.52 13.77 14.4 12.9 0.54 13.65 06-2010 06-2022
14.32 14.53 15.06 13.79 0.46 14.43 05-2010 05-2022
14.86 14.95 15.27 14.54 0.26 14.9 04-2010 04-2022
14.9 14.99 15.48 14.4 0.38 14.94 03-2010 03-2022
15.05 15.78 16.1 14.73 0.55 15.42 02-2010 02-2022
15.68 15.7 16.39 15 0.49 15.69 01-2010 01-2022
15.7 15.89 16.26 15.33 0.34 15.8 12-2009 12-2021
16.96 16.71 17.69 15.98 0.61 16.84 11-2009 11-2021
17.25 17.43 17.94 16.74 0.43 17.34 10-2009 10-2021
17.71 17.38 18.14 16.94 0.44 17.54 09-2009 09-2021
17.76 17.57 18.13 17.2 0.34 17.66 08-2009 08-2021
18.98 17.53 19.3 17.21 0.9 18.26 07-2009 07-2021
18.15 18.04 18.76 17.43 0.47 18.09 06-2009 06-2021
19.56 17.96 20.09 17.44 1.09 18.76 05-2009 05-2021
20.53 19.72 20.89 19.36 0.61 20.12 04-2009 04-2021
21.19 20.62 21.61 20.2 0.54 20.91 03-2009 03-2021
20.31 20.49 20.89 19.91 0.35 20.4 02-2009 02-2021
20.11 20.05 20.65 19.51 0.4 20.08 01-2009 01-2021
20.26 19.86 20.96 19.17 0.65 20.06 12-2008 12-2020
19.49 19.09 20.18 18.41 0.64 19.29 11-2008 11-2020
19.54 16.49 19.71 16.32 1.61 18.02 10-2008 10-2020
16.03 15.5 16.65 14.89 0.65 15.77 09-2008 09-2020
15.13 14.99 15.62 14.5 0.4 15.06 08-2008 08-2020
15.2 14.96 15.74 14.43 0.47 15.08 07-2008 07-2020
14.46 13.44 14.88 13.03 0.75 13.95 06-2008 06-2020
12.25 12.31 12.78 11.77 0.36 12.28 05-2008 05-2020
12.26 12.63 13.61 11.3 0.83 12.45 04-2008 04-2020
12.04 13.63 14.92 10.78 1.57 12.84 03-2008 03-2020
14.18 13.73 14.85 13.07 0.65 13.96 02-2008 02-2020
14.28 11.86 14.79 11.36 1.48 13.07 01-2008 01-2020
12.34 11.85 12.61 11.58 0.4 12.09 12-2007 12-2019
13.11 12.7 13.45 12.37 0.41 12.91 11-2007 11-2019
13.8 13.07 14.38 12.5 0.71 13.44 10-2007 10-2019
14.46 14.06 15.13 13.4 0.63 14.26 09-2007 09-2019
15.07 14.51 15.4 14.18 0.47 14.79 08-2007 08-2019
14.51 14.88 15.31 14.08 0.45 14.7 07-2007 07-2019
15.53 15.51 15.89 15.16 0.26 15.52 06-2007 06-2019
15.35 15.36 15.89 14.83 0.37 15.36 05-2007 05-2019
16.87 15.83 17.07 15.64 0.63 16.35 04-2007 04-2019
16.42 16.44 16.99 15.87 0.4 16.43 03-2007 03-2019
15.62 15.09 16.1 14.61 0.56 15.36 02-2007 02-2019
15.45 15.15 15.7 14.9 0.3 15.3 01-2007 01-2019
15.57 15.39 16.2 14.76 0.51 15.48 12-2006 12-2018
15.18 15.17 15.51 14.85 0.23 15.18 11-2006 11-2018
15.45 15.82 16.35 14.93 0.52 15.64 10-2006 10-2018
16.52 16.91 17.31 16.13 0.44 16.72 09-2006 09-2018
17.97 17.34 18.35 16.95 0.54 17.65 08-2006 08-2018
18.22 17.71 18.6 17.33 0.48 17.96 07-2006 07-2018
19.07 17.58 19.46 17.19 0.96 18.33 06-2006 06-2018
17.33 15.64 17.72 15.25 1.06 16.48 05-2006 05-2018
16.26 16.11 16.67 15.71 0.34 16.19 04-2006 04-2018
16.89 16.41 17.3 16 0.49 16.65 03-2006 03-2018
17.57 17.79 18.11 17.25 0.31 17.68 02-2006 02-2018
18.43 18.11 18.67 17.87 0.3 18.27 01-2006 01-2018
18.5 18.53 19.07 17.95 0.4 18.51 12-2005 12-2017
19.63 18.59 19.91 18.31 0.67 19.11 11-2005 11-2017
19.57 18.68 20.06 18.2 0.73 19.13 10-2005 10-2017
18.83 18.79 19.36 18.26 0.39 18.81 09-2005 09-2017
19.45 19.12 19.85 18.72 0.42 19.29 08-2005 08-2017
19.75 19.55 20.22 19.09 0.41 19.65 07-2005 07-2017
19.87 19.91 20.15 19.63 0.18 19.89 06-2005 06-2017
20.36 20.14 20.79 19.71 0.39 20.25 05-2005 05-2017
20.67 20.55 20.91 20.31 0.22 20.61 04-2005 04-2017

Rolling return for 15 year

Average return: 16.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.36 16.58 16.84 16.1 0.27 16.47 02-2010 02-2025
16.5 16.75 17.31 15.95 0.49 16.63 01-2010 01-2025
17.22 17.39 17.7 16.92 0.28 17.31 12-2009 12-2024
17.89 17.61 18.4 17.11 0.47 17.75 11-2009 11-2024
18.03 18.37 18.78 17.62 0.43 18.2 10-2009 10-2024
19.04 18.74 19.36 18.42 0.35 18.89 09-2009 09-2024
19.27 19.28 19.74 18.82 0.33 19.28 08-2009 08-2024
20.48 19.53 20.97 19.05 0.76 20.01 07-2009 07-2024
19.37 19.69 20.28 18.79 0.54 19.53 06-2009 06-2024
20.95 19.72 21.45 19.23 0.9 20.34 05-2009 05-2024
21.95 21.34 22.29 21 0.5 21.64 04-2009 04-2024
22.33 22.09 22.89 21.53 0.49 22.21 03-2009 03-2024
22.1 22.21 22.53 21.78 0.27 22.16 02-2009 02-2024
21.57 21.57 22.06 21.08 0.35 21.57 01-2009 01-2024
21.58 21.32 22.2 20.7 0.54 21.45 12-2008 12-2023
20.52 20.53 21.42 19.65 0.63 20.53 11-2008 11-2023
20.42 18.23 20.84 17.82 1.32 19.33 10-2008 10-2023
17.88 17.34 18.28 16.95 0.51 17.61 09-2008 09-2023
17.05 16.71 17.23 16.54 0.27 16.88 08-2008 08-2023
17.19 17.09 17.72 16.56 0.41 17.14 07-2008 07-2023
16.31 15.66 16.84 15.14 0.64 15.99 06-2008 06-2023
14.83 14.59 14.97 14.44 0.21 14.71 05-2008 05-2023
14.9 14.49 15.29 14.11 0.44 14.7 04-2008 04-2023
15.11 14.38 15.43 14.07 0.55 14.75 03-2008 03-2023
14.6 13.99 14.89 13.71 0.47 14.3 02-2008 02-2023
14.88 12.81 15.16 12.53 1.18 13.84 01-2008 01-2023
13.28 13.14 13.76 12.67 0.39 13.21 12-2007 12-2022
13.88 13.62 14.22 13.29 0.34 13.75 11-2007 11-2022
14.33 13.56 14.62 13.27 0.55 13.94 10-2007 10-2022
15.16 14.82 15.67 14.31 0.5 14.99 09-2007 09-2022
15.95 15.48 16.2 15.24 0.38 15.72 08-2007 08-2022
14.68 14.98 15.32 14.34 0.36 14.83 07-2007 07-2022
14.67 15.08 15.38 14.38 0.38 14.88 06-2007 06-2022
15.15 15.32 15.75 14.73 0.37 15.24 05-2007 05-2022
16.63 15.97 16.96 15.64 0.52 16.3 04-2007 04-2022
16.23 16.27 16.7 15.8 0.32 16.25 03-2007 03-2022
15.64 15.67 16.49 14.84 0.58 15.66 02-2007 02-2022
15.88 16.01 16.45 15.44 0.36 15.95 01-2007 01-2022
16.14 15.94 16.59 15.49 0.4 16.04 12-2006 12-2021
16.08 16.4 16.67 15.82 0.32 16.24 11-2006 11-2021
16.89 17.01 17.44 16.47 0.35 16.95 10-2006 10-2021
16.95 16.98 17.29 16.63 0.23 16.96 09-2006 09-2021
17.39 16.88 17.69 16.59 0.43 17.14 08-2006 08-2021
17.67 17.22 17.92 16.96 0.37 17.44 07-2006 07-2021
17.89 16.88 18.38 16.4 0.79 17.39 06-2006 06-2021
16.08 14.84 16.49 14.43 0.85 15.46 05-2006 05-2021
14.86 14.7 15.13 14.42 0.26 14.78 04-2006 04-2021
15.28 14.9 15.59 14.58 0.38 15.09 03-2006 03-2021
15.28 15.48 15.73 15.03 0.26 15.38 02-2006 02-2021
15.46 15.44 15.87 15.02 0.3 15.45 01-2006 01-2021
15.42 15.53 15.95 14.99 0.34 15.47 12-2005 12-2020
15.84 15.35 16.37 14.82 0.57 15.59 11-2005 11-2020
16.09 15.15 16.23 15.02 0.54 15.62 10-2005 10-2020
15.33 15.38 15.83 14.89 0.33 15.36 09-2005 09-2020
15.87 15.71 16.27 15.31 0.34 15.79 08-2005 08-2020
15.84 15.75 16.27 15.32 0.34 15.79 07-2005 07-2020
15.75 15.91 16.09 15.57 0.19 15.83 06-2005 06-2020
15.7 15.63 16.14 15.19 0.34 15.66 05-2005 05-2020
15.38 16.2 16.48 15.1 0.57 15.79 04-2005 04-2020