NIFTY500 QUALITY 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.64
Weighted mean CAGR by duration 14.65
Mean CAGR 17.08
Standard deviation CAGR 6.47
Range for CAGR 19.62

Summary

Duration Min Max Median Average XIRR (%)
1 year -9.76 62.69 39.83 32.44
3 year 8.82 27.85 18.32 17.97
5 year 0.70 27.43 11.95 12.85
7 year 7.20 18.50 12.99 12.82
10 year 7.12 21.78 14.45 14.56
12 year 8.93 20.27 14.45 14.45
15 year 11.05 20.10 13.95 14.47

Rolling return for 1 year

Average return: 32.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
-7.06 2.52 5.58 -9.76 6.39 -2.18 04-2024 04-2025
2.36 6.53 14.01 -4.35 6.66 4.64 03-2024 03-2025
-1.63 8.14 11.78 -4.84 6.82 3.36 02-2024 02-2025
8.93 20.74 24.76 5.42 8.01 14.96 01-2024 01-2025
31.39 28.28 38.92 21.33 6.32 29.98 12-2023 12-2024
40.31 34.94 48.78 27.27 7.84 37.83 11-2023 11-2024
46.11 50.03 57.3 39.35 6.5 48.2 10-2023 10-2024
52.61 48.07 56.29 44.58 4.44 50.39 09-2023 09-2024
49.75 56.15 61.15 45.11 6.11 53.04 08-2023 08-2024
52.9 57.29 62.69 47.82 5.48 55.17 07-2023 07-2024
40.76 49.42 58.33 32.84 9.52 45.34 06-2023 06-2024
46.25 50.64 56.23 41.02 5.6 48.53 05-2023 05-2024

Rolling return for 3 year

Average return: 17.97
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.4 13.54 15.19 8.82 2.51 11.99 04-2022 04-2025
14.6 15.94 18.79 11.85 2.5 15.29 03-2022 03-2025
14.93 15.14 19.94 10.33 3.4 15.09 02-2022 02-2025
15.59 17.21 20.94 12.03 3.2 16.44 01-2022 01-2025
19.9 19.77 22.15 17.56 1.62 19.84 12-2021 12-2024
17.58 17.49 19.9 15.22 1.65 17.55 11-2021 11-2024
17.64 17.87 20.57 15 1.97 17.77 10-2021 10-2024
19.46 18.58 20.41 17.64 1.03 19.02 09-2021 09-2024
18.94 20.24 21.88 17.34 1.67 19.6 08-2021 08-2024
20.23 20.8 22.74 18.33 1.57 20.52 07-2021 07-2024
16.91 19.73 21.58 15.13 2.49 18.34 06-2021 06-2024
19.2 19.41 21.85 16.82 1.78 19.32 05-2021 05-2024
19.76 19.14 20.94 17.98 1.07 19.46 04-2021 04-2024
18.31 19.41 21.02 16.74 1.56 18.87 03-2021 03-2024
20.12 19.65 21.45 18.33 1.12 19.89 02-2021 02-2024
20.01 18.99 21.33 17.7 1.33 19.51 01-2021 01-2024
19.61 19.6 22.83 16.46 2.25 19.62 12-2020 12-2023
19.04 19.71 22.97 15.88 2.52 19.4 11-2020 11-2023
18.75 19.71 20.64 17.84 1.05 19.23 10-2020 10-2023
21.05 20.86 23.25 18.7 1.61 20.96 09-2020 09-2023
19.63 18.75 20.89 17.51 1.23 19.2 08-2020 08-2023
20.96 19.56 22.33 18.23 1.53 20.27 07-2020 07-2023
21.03 21.22 23.39 18.9 1.59 21.13 06-2020 06-2023
22.6 21.07 24.09 19.61 1.67 21.84 05-2020 05-2023
23.94 19.19 25.89 17.34 3.46 21.59 04-2020 04-2023
25.62 14.53 27.85 12.53 6.69 20.13 03-2020 03-2023
14.87 12.96 15.82 12.03 1.5 13.92 02-2020 02-2023
14.96 14.11 16.14 12.96 1.16 14.54 01-2020 01-2023
15.5 16.62 18 14.15 1.42 16.07 12-2019 12-2022
16 15.55 17.09 14.47 0.94 15.78 11-2019 11-2022
16.29 14.69 17.42 13.59 1.47 15.5 10-2019 10-2022
17.82 17.1 19.98 15 1.78 17.48 09-2019 09-2022
19.4 19.26 20.64 18.03 0.92 19.33 08-2019 08-2022
15.68 15.73 18.85 12.65 2.19 15.73 07-2019 07-2022
11.58 13.01 15.01 9.63 1.97 12.31 06-2019 06-2022
13.9 14.96 17.07 11.85 1.88 14.45 05-2019 05-2022

Rolling return for 5 year

Average return: 12.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.01 21.11 25.16 18.06 2.53 21.59 04-2020 04-2025
24.71 19.29 27.43 16.74 4.24 22.04 03-2020 03-2025
17.24 18.49 20.27 15.49 1.75 17.87 02-2020 02-2025
18.77 20.76 22.04 17.53 1.74 19.77 01-2020 01-2025
21.9 22.4 23.27 21.04 0.81 22.15 12-2019 12-2024
20.71 21.16 22.13 19.75 0.86 20.94 11-2019 11-2024
22.31 22.38 24.12 20.59 1.25 22.35 10-2019 10-2024
24.39 23.18 24.99 22.6 0.95 23.79 09-2019 09-2024
23.44 24.4 25.26 22.58 1.01 23.92 08-2019 08-2024
23.15 22.71 24.69 21.2 1.24 22.94 07-2019 07-2024
18.25 19.79 21.06 17.01 1.53 19.03 06-2019 06-2024
18.51 18.78 20.08 17.22 1.02 18.65 05-2019 05-2024
16.91 16.93 17.6 16.24 0.48 16.92 04-2019 04-2024
16.3 16.82 17.89 15.24 0.95 16.56 03-2019 03-2024
18.11 17.63 18.89 16.85 0.74 17.87 02-2019 02-2024
17.3 17.18 18.07 16.41 0.59 17.24 01-2019 01-2024
15.73 16.2 17.59 14.36 1.15 15.97 12-2018 12-2023
13.31 14.88 15.54 12.66 1.16 14.1 11-2018 11-2023
14.08 13.14 15.16 12.07 1.14 13.61 10-2018 10-2023
12.54 11.3 13.77 10.1 1.37 11.93 09-2018 09-2023
9.71 9.63 10.4 8.94 0.52 9.67 08-2018 08-2023
9.98 9.78 10.72 9.04 0.6 9.88 07-2018 07-2023
9.1 9.63 10.37 8.37 0.73 9.37 06-2018 06-2023
8.09 8.07 8.88 7.29 0.56 8.08 05-2018 05-2023
7.49 7.03 8.5 6.03 0.89 7.26 04-2018 04-2023
7.38 7.83 8.52 6.7 0.66 7.61 03-2018 03-2023
7.95 7.42 8.48 6.89 0.59 7.69 02-2018 02-2023
7.75 7.38 8.41 6.73 0.61 7.57 01-2018 01-2023
8.86 8.86 10.26 7.47 0.99 8.86 12-2017 12-2022
9.73 9.51 10.35 8.89 0.52 9.62 11-2017 11-2022
10.12 9.8 10.76 9.17 0.57 9.96 10-2017 10-2022
10.44 10.67 11.65 9.48 0.77 10.56 09-2017 09-2022
11.25 11.1 11.94 10.42 0.54 11.18 08-2017 08-2022
9.2 10.35 10.98 8.58 0.94 9.78 07-2017 07-2022
8.73 10.13 10.72 8.15 1.03 9.43 06-2017 06-2022
10.37 11.28 12.2 9.46 1.02 10.83 05-2017 05-2022
12.34 12.81 13.31 11.85 0.54 12.58 04-2017 04-2022
11.02 11.91 12.65 10.29 0.89 11.47 03-2017 03-2022
11.62 13.49 14.39 10.75 1.45 12.56 02-2017 02-2022
13.72 15.13 15.87 12.99 1.13 14.43 01-2017 01-2022
14.71 14.76 16.07 13.41 0.94 14.74 12-2016 12-2021
15.15 14.17 16.56 12.79 1.38 14.67 11-2016 11-2021
13.64 14.49 15.19 12.94 0.85 14.06 10-2016 10-2021
13.57 13.92 14.62 12.87 0.63 13.74 09-2016 09-2021
12.69 13.07 13.61 12.16 0.53 12.88 08-2016 08-2021
12.28 12.84 13.36 11.76 0.6 12.56 07-2016 07-2021
11.95 12.35 12.98 11.32 0.6 12.15 06-2016 06-2021
11.26 11.82 12.62 10.48 0.78 11.54 05-2016 05-2021
11.02 11.08 12.03 10.08 0.69 11.05 04-2016 04-2021
11.24 11.38 12.13 10.49 0.58 11.31 03-2016 03-2021
11.71 11.05 12.72 10.05 0.97 11.38 02-2016 02-2021
10.93 10.35 12.23 9.07 1.14 10.64 01-2016 01-2021
8.66 9.46 10.41 7.72 0.99 9.06 12-2015 12-2020
6.53 7.46 8.26 5.74 0.95 7 11-2015 11-2020
5.78 5.9 6.27 5.41 0.31 5.84 10-2015 10-2020
5.73 5.96 6.98 4.72 0.8 5.85 09-2015 09-2020
5.38 4.89 6.52 3.77 0.99 5.14 08-2015 08-2020
3.74 4.45 5.17 3.02 0.8 4.1 07-2015 07-2020
3.63 3.45 4.74 2.36 0.84 3.54 06-2015 06-2020
1.8 2.2 3.32 0.7 0.94 2 05-2015 05-2020

Rolling return for 7 year

Average return: 12.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.7 11.64 12.74 9.63 1.15 11.18 04-2018 04-2025
11.72 12.94 13.46 11.22 0.9 12.34 03-2018 03-2025
11.49 12.76 13.55 10.71 1.1 12.13 02-2018 02-2025
12.35 13.77 14.55 11.59 1.16 13.06 01-2018 01-2025
15.06 14.93 15.98 14.02 0.69 15 12-2017 12-2024
14.7 15.03 15.67 14.07 0.58 14.87 11-2017 11-2024
15.95 16.46 17.18 15.23 0.71 16.2 10-2017 10-2024
16.95 16.61 17.35 16.22 0.42 16.78 09-2017 09-2024
16.25 16.84 17.47 15.63 0.68 16.55 08-2017 08-2024
16.09 16.65 17.12 15.62 0.57 16.37 07-2017 07-2024
14.17 15.66 16.11 13.74 0.99 14.92 06-2017 06-2024
14.57 14.97 15.65 13.89 0.64 14.77 05-2017 05-2024
14.56 14.68 15.04 14.2 0.3 14.62 04-2017 04-2024
13.85 14.42 14.96 13.32 0.61 14.14 03-2017 03-2024
15.09 14.99 15.63 14.44 0.42 15.04 02-2017 02-2024
15.22 15.23 15.76 14.69 0.38 15.22 01-2017 01-2024
14.66 15.04 15.97 13.73 0.8 14.85 12-2016 12-2023
12.95 12.86 14.54 11.29 1.15 12.91 11-2016 11-2023
11.27 11.53 12.02 10.78 0.45 11.4 10-2016 10-2023
11.26 11.63 12.12 10.77 0.49 11.44 09-2016 09-2023
10.73 10.86 11.23 10.36 0.31 10.79 08-2016 08-2023
10.63 10.8 11.16 10.27 0.32 10.71 07-2016 07-2023
10.38 10.85 11.29 9.93 0.51 10.61 06-2016 06-2023
10.2 10.22 10.78 9.65 0.4 10.21 05-2016 05-2023
9.58 9.64 10.31 8.91 0.5 9.61 04-2016 04-2023
9.58 9.88 10.41 9.05 0.49 9.73 03-2016 03-2023
10.64 9.85 11.03 9.47 0.62 10.25 02-2016 02-2023
10.66 9.82 11.15 9.34 0.71 10.24 01-2016 01-2023
10.01 10.33 11.02 9.33 0.61 10.17 12-2015 12-2022
10.23 10.09 10.67 9.65 0.36 10.16 11-2015 11-2022
9.29 9.47 9.74 9.02 0.26 9.38 10-2015 10-2022
10.12 10.23 10.98 9.37 0.57 10.18 09-2015 09-2022
10.25 9.52 10.74 9.04 0.65 9.89 08-2015 08-2022
8.56 9.28 9.82 8.03 0.68 8.92 07-2015 07-2022
8.69 9.15 10.11 7.74 0.85 8.92 06-2015 06-2022
9.29 9.73 10.59 8.45 0.77 9.52 05-2015 05-2022
10.63 9.75 11.32 9.07 0.85 10.19 04-2015 04-2022
8.91 9.46 10.05 8.32 0.64 9.19 03-2015 03-2022
8.99 10.4 10.92 8.48 1 9.7 02-2015 02-2022
10.83 11.14 12.33 9.66 0.95 10.99 01-2015 01-2022
11.33 11.21 12.27 10.27 0.71 11.27 12-2014 12-2021
11.67 11.85 12.65 10.88 0.63 11.76 11-2014 11-2021
13.09 13.22 14.19 12.12 0.73 13.15 10-2014 10-2021
13.26 13.32 14.01 12.57 0.51 13.29 09-2014 09-2021
13.59 13.28 14.26 12.63 0.59 13.44 08-2014 08-2021
13.54 13.47 14.32 12.7 0.57 13.51 07-2014 07-2021
14.07 13.34 14.82 12.59 0.83 13.71 06-2014 06-2021
13.76 14.16 14.74 13.18 0.57 13.96 05-2014 05-2021
13.38 13.84 14.11 13.11 0.39 13.61 04-2014 04-2021
13.59 13.74 14.25 13.09 0.41 13.67 03-2014 03-2021
13.89 13.87 14.62 13.15 0.52 13.88 02-2014 02-2021
13.66 14.27 14.61 13.32 0.5 13.96 01-2014 01-2021
13.12 13.71 14.42 12.42 0.74 13.42 12-2013 12-2020
11.97 12.75 13.27 11.46 0.7 12.36 11-2013 11-2020
12.27 11.89 12.64 11.52 0.42 12.08 10-2013 10-2020
12.6 12.31 13.56 11.37 0.78 12.46 09-2013 09-2020
13.04 12.69 13.91 11.82 0.75 12.86 08-2013 08-2020
11.35 11.24 12.44 10.15 0.81 11.29 07-2013 07-2020
11.18 10.88 12.02 10.04 0.71 11.03 06-2013 06-2020
9.32 9.74 10.48 8.58 0.69 9.53 05-2013 05-2020
9.01 10.66 11.6 8.1 1.37 9.84 04-2013 04-2020
7.8 12.38 13 7.2 2.61 10.09 03-2013 03-2020
12.51 13.3 13.72 12.09 0.64 12.91 02-2013 02-2020
12.59 12.87 13.44 12.02 0.51 12.73 01-2013 01-2020
12.26 12.49 12.83 11.93 0.33 12.38 12-2012 12-2019
13.05 12.98 13.69 12.34 0.48 13.02 11-2012 11-2019
12.62 13.3 13.77 12.16 0.62 12.96 10-2012 10-2019
12.94 12.94 14.12 11.77 0.83 12.94 09-2012 09-2019
12.93 12.82 13.49 12.26 0.44 12.88 08-2012 08-2019
13.34 13.76 14.64 12.47 0.78 13.55 07-2012 07-2019
14.83 14.61 15.7 13.75 0.69 14.72 06-2012 06-2019
14.45 14.38 15.34 13.5 0.65 14.42 05-2012 05-2019
14.86 14.89 15.33 14.42 0.32 14.88 04-2012 04-2019
14.66 14.77 15.41 14.02 0.49 14.71 03-2012 03-2019
14.57 14.13 15.45 13.27 0.79 14.36 02-2012 02-2019
16.47 15.63 17.1 15.01 0.8 16.05 01-2012 01-2019
16.73 16.16 17.73 15.17 0.93 16.45 12-2011 12-2018
16.03 14.97 16.51 14.5 0.8 15.5 11-2011 11-2018
15.26 15.38 16.73 13.93 0.99 15.32 10-2011 10-2018
16.18 17.03 18.02 15.21 1.04 16.61 09-2011 09-2018
17.91 16.5 18.5 15.91 1.04 17.2 08-2011 08-2018
15.19 15.06 15.89 14.35 0.55 15.12 07-2011 07-2018
15.52 15.13 16.08 14.58 0.55 15.33 06-2011 06-2018
15.52 15.42 16.14 14.8 0.48 15.47 05-2011 05-2018

Rolling return for 10 year

Average return: 14.56
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.56 10.87 11.98 9.47 0.89 10.72 04-2015 04-2025
10.58 11.36 11.78 10.17 0.63 10.97 03-2015 03-2025
10.74 11.8 12.17 10.38 0.74 11.27 02-2015 02-2025
12.24 12.93 13.77 11.41 0.87 12.59 01-2015 01-2025
13.84 13.71 14.47 13.08 0.49 13.78 12-2014 12-2024
13.41 13.51 14.08 12.85 0.44 13.46 11-2014 11-2024
14.43 14.59 15.28 13.75 0.54 14.51 10-2014 10-2024
15.09 14.87 15.36 14.6 0.28 14.98 09-2014 09-2024
15.17 15.33 16.02 14.48 0.55 15.25 08-2014 08-2024
15.5 15.62 16.22 14.9 0.47 15.56 07-2014 07-2024
14.91 15.22 16.27 13.87 0.86 15.07 06-2014 06-2024
15.36 15.71 16.13 14.95 0.44 15.54 05-2014 05-2024
15.26 15.4 15.6 15.06 0.2 15.33 04-2014 04-2024
14.99 15.41 15.77 14.63 0.43 15.2 03-2014 03-2024
15.72 15.58 16.11 15.19 0.33 15.65 02-2014 02-2024
15.53 15.66 15.91 15.28 0.23 15.59 01-2014 01-2024
15.03 15.45 15.95 14.53 0.52 15.24 12-2013 12-2023
14.05 14.8 15.16 13.68 0.59 14.42 11-2013 11-2023
14.17 14.18 14.71 13.64 0.38 14.18 10-2013 10-2023
15.08 14.81 15.7 14.19 0.54 14.95 09-2013 09-2023
14.98 14.47 15.34 14.11 0.47 14.73 08-2013 08-2023
14.15 13.67 14.53 13.29 0.47 13.91 07-2013 07-2023
14.04 13.89 14.71 13.23 0.53 13.97 06-2013 06-2023
13.14 13.02 13.56 12.61 0.34 13.08 05-2013 05-2023
13.29 13.15 13.82 12.62 0.43 13.22 04-2013 04-2023
12.86 13.02 13.46 12.42 0.37 12.94 03-2013 03-2023
13.21 13.2 13.49 12.92 0.2 13.21 02-2013 02-2023
13.3 13.24 13.64 12.89 0.27 13.27 01-2013 01-2023
13.22 13.72 13.95 12.99 0.38 13.47 12-2012 12-2022
13.93 13.74 14.25 13.43 0.3 13.84 11-2012 11-2022
13.71 13.72 14.04 13.39 0.23 13.71 10-2012 10-2022
14.38 14.17 15.01 13.55 0.52 14.28 09-2012 09-2022
14.83 14.72 15.19 14.36 0.3 14.77 08-2012 08-2022
14.04 14.35 14.96 13.42 0.56 14.19 07-2012 07-2022
13.85 14.13 14.89 13.09 0.64 13.99 06-2012 06-2022
14.28 14.56 15.23 13.62 0.58 14.42 05-2012 05-2022
14.81 15 15.3 14.5 0.29 14.9 04-2012 04-2022
14.19 14.58 15.03 13.75 0.47 14.39 03-2012 03-2022
14.46 14.94 15.87 13.54 0.84 14.7 02-2012 02-2022
16.37 16.43 17.47 15.34 0.75 16.4 01-2012 01-2022
16.67 16.26 17.36 15.58 0.65 16.47 12-2011 12-2021
16.4 16.02 17.11 15.32 0.65 16.21 11-2011 11-2021
16.7 16.55 17.5 15.76 0.62 16.63 10-2011 10-2021
16.53 16.38 17.07 15.85 0.43 16.46 09-2011 09-2021
16.18 15.27 16.66 14.81 0.73 15.73 08-2011 08-2021
14.31 14.27 14.85 13.73 0.4 14.29 07-2011 07-2021
14.1 13.97 14.62 13.44 0.42 14.03 06-2011 06-2021
13.34 13.53 14.03 12.85 0.42 13.44 05-2011 05-2021
12.67 12.87 13.18 12.37 0.29 12.77 04-2011 04-2021
13.24 12.93 13.69 12.48 0.44 13.09 03-2011 03-2021
13.52 13.26 14.03 12.76 0.46 13.39 02-2011 02-2021
12.59 12.07 13.25 11.41 0.68 12.33 01-2011 01-2021
11.46 11.64 12.35 10.75 0.57 11.55 12-2010 12-2020
10.36 10.32 11.25 9.43 0.64 10.34 11-2010 11-2020
9.99 9.97 10.25 9.72 0.19 9.98 10-2010 10-2020
10.49 10.22 11.15 9.57 0.57 10.36 09-2010 09-2020
10.55 10.91 11.15 10.32 0.32 10.73 08-2010 08-2020
10.14 10.57 10.9 9.82 0.41 10.36 07-2010 07-2020
10.05 9.96 10.64 9.38 0.45 10.01 06-2010 06-2020
9.64 9.67 10.45 8.86 0.56 9.66 05-2010 05-2020
7.93 9.52 9.71 7.74 0.9 8.72 04-2010 04-2020
7.73 10.71 11.35 7.12 1.83 9.23 03-2010 03-2020
11.71 12.09 12.55 11.25 0.48 11.9 02-2010 02-2020
11.75 11.53 12.34 10.94 0.5 11.64 01-2010 01-2020
11.69 11.54 12.08 11.14 0.34 11.61 12-2009 12-2019
13.03 12.31 13.48 11.86 0.63 12.67 11-2009 11-2019
12.31 12.62 13.11 11.82 0.47 12.46 10-2009 10-2019
12.59 12.57 13.41 11.76 0.58 12.58 09-2009 09-2019
13.01 12.58 13.4 12.19 0.45 12.79 08-2009 08-2019
14.5 13.34 15.42 12.44 1.13 13.93 07-2009 07-2019
15.19 14.83 15.8 14.22 0.57 15.01 06-2009 06-2019
17.44 15.76 18.08 15.13 1.2 16.6 05-2009 05-2019
19.96 18.81 20.31 18.47 0.77 19.39 04-2009 04-2019
21.22 20.18 21.78 19.63 0.84 20.7 03-2009 03-2019
20.27 20.3 20.92 19.65 0.45 20.29 02-2009 02-2019
20.51 19.9 20.97 19.45 0.58 20.21 01-2009 01-2019
21 20.33 21.72 19.62 0.78 20.67 12-2008 12-2018
21.08 19.63 21.43 19.29 0.91 20.36 11-2008 11-2018
20.39 17.41 21.46 16.37 2.09 18.91 10-2008 10-2018
17.35 16.92 18.64 15.65 1.07 17.14 09-2008 09-2018
17.2 16.94 17.61 16.53 0.39 17.07 08-2008 08-2018
17.97 17.22 18.48 16.72 0.68 17.6 07-2008 07-2018
17.14 15.87 17.53 15.48 0.85 16.5 06-2008 06-2018
15.5 15.09 15.94 14.66 0.48 15.3 05-2008 05-2018
15.69 15.3 16.49 14.52 0.71 15.5 04-2008 04-2018
15.86 14.88 16.23 14.51 0.7 15.37 03-2008 03-2018
15.27 14.65 15.84 14.09 0.66 14.96 02-2008 02-2018
15.65 13.28 16.2 12.74 1.48 14.47 01-2008 01-2018
12.82 12.94 13.54 12.22 0.47 12.88 12-2007 12-2017
13.18 12.94 13.61 12.51 0.4 13.06 11-2007 11-2017
13.43 12.5 13.92 12.02 0.75 12.97 10-2007 10-2017
14.12 13.68 14.63 13.18 0.54 13.9 09-2007 09-2017
15.01 14.43 15.44 14 0.55 14.72 08-2007 08-2017
14.06 13.89 14.38 13.57 0.29 13.98 07-2007 07-2017
14.31 14.14 14.62 13.84 0.28 14.23 06-2007 06-2017
14.26 14.09 14.74 13.62 0.4 14.18 05-2007 05-2017
15.3 14.19 15.55 13.94 0.69 14.75 04-2007 04-2017
15.29 14.95 15.67 14.57 0.41 15.12 03-2007 03-2017
14.24 13.56 14.69 13.12 0.6 13.9 02-2007 02-2017
13.84 13.37 14.21 13 0.46 13.61 01-2007 01-2017
13.99 13.82 14.64 13.18 0.52 13.91 12-2006 12-2016
13.69 14.54 14.88 13.36 0.62 14.12 11-2006 11-2016
15.21 14.97 15.56 14.62 0.34 15.09 10-2006 10-2016
15.64 15.49 15.99 15.14 0.31 15.57 09-2006 09-2016
16.31 15.56 16.58 15.29 0.53 15.93 08-2006 08-2016
16.7 15.87 16.96 15.6 0.56 16.28 07-2006 07-2016
17.62 15.52 17.95 15.19 1.23 16.57 06-2006 06-2016
15.04 12.86 15.44 12.46 1.31 13.95 05-2006 05-2016
13.53 13.31 14.02 12.82 0.43 13.42 04-2006 04-2016
14.02 13.33 14.4 12.95 0.57 13.67 03-2006 03-2016
14.39 14.73 15.24 13.87 0.5 14.56 02-2006 02-2016
15.17 15.4 16.15 14.43 0.61 15.29 01-2006 01-2016
16.39 16.13 16.89 15.62 0.46 16.26 12-2005 12-2015
17.95 16.89 18.38 16.45 0.78 17.42 11-2005 11-2015
18.77 17.16 18.98 16.96 0.91 17.97 10-2005 10-2015
17.37 17.3 17.93 16.74 0.42 17.34 09-2005 09-2015
18.13 18.41 19.04 17.5 0.55 18.27 08-2005 08-2015
18.92 18.69 19.33 18.28 0.38 18.8 07-2005 07-2015
18.64 19.07 19.37 18.34 0.39 18.86 06-2005 06-2015
19.62 19.33 20.28 18.68 0.57 19.48 05-2005 05-2015

Rolling return for 12 year

Average return: 14.45
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.25 14.9 15.47 13.69 0.67 14.58 04-2013 04-2025
14.55 15.21 15.58 14.18 0.55 14.88 03-2013 03-2025
14.46 15.43 15.68 14.21 0.62 14.95 02-2013 02-2025
15.13 16.09 16.44 14.79 0.67 15.61 01-2013 01-2025
16.18 16.52 16.72 15.98 0.29 16.35 12-2012 12-2024
16.18 16.32 16.75 15.75 0.36 16.25 11-2012 11-2024
16.56 17 17.28 16.28 0.39 16.78 10-2012 10-2024
17.58 17.1 17.81 16.86 0.38 17.34 09-2012 09-2024
17.19 17.51 17.91 16.79 0.41 17.35 08-2012 08-2024
17.33 17.41 17.94 16.8 0.4 17.37 07-2012 07-2024
16.24 16.74 17.39 15.6 0.66 16.49 06-2012 06-2024
16.12 16.19 16.76 15.56 0.42 16.16 05-2012 05-2024
15.71 15.73 15.99 15.45 0.19 15.72 04-2012 04-2024
15.34 15.62 15.99 14.96 0.38 15.48 03-2012 03-2024
16.03 15.58 16.35 15.26 0.42 15.8 02-2012 02-2024
16.81 16.27 17.13 15.96 0.46 16.54 01-2012 01-2024
16.31 16.17 17.09 15.4 0.6 16.24 12-2011 12-2023
14.89 14.93 15.83 14 0.65 14.91 11-2011 11-2023
14.77 14.44 15.22 13.99 0.45 14.61 10-2011 10-2023
14.65 14.6 15.17 14.09 0.38 14.63 09-2011 09-2023
14.42 13.59 14.72 13.29 0.58 14 08-2011 08-2023
12.99 12.83 13.3 12.51 0.28 12.91 07-2011 07-2023
12.8 12.8 13.35 12.26 0.39 12.8 06-2011 06-2023
12.36 12.3 12.71 11.96 0.27 12.33 05-2011 05-2023
11.54 11.72 11.97 11.28 0.25 11.63 04-2011 04-2023
11.92 11.78 12.41 11.29 0.4 11.85 03-2011 03-2023
12.58 12.18 12.82 11.95 0.34 12.38 02-2011 02-2023
12.16 11.46 12.45 11.18 0.51 11.81 01-2011 01-2023
11.79 11.79 12.39 11.2 0.42 11.79 12-2010 12-2022
11.92 11.4 12.18 11.14 0.41 11.66 11-2010 11-2022
11.38 11.42 11.65 11.15 0.18 11.4 10-2010 10-2022
12.32 12.05 12.83 11.54 0.47 12.18 09-2010 09-2022
12.6 12.69 12.89 12.4 0.18 12.64 08-2010 08-2022
11.98 12.46 12.73 11.7 0.4 12.22 07-2010 07-2022
12.02 12.31 12.88 11.46 0.51 12.17 06-2010 06-2022
12.87 12.97 13.65 12.2 0.51 12.92 05-2010 05-2022
12.94 13.19 13.35 12.78 0.22 13.06 04-2010 04-2022
12.75 12.9 13.44 12.21 0.44 12.82 03-2010 03-2022
13.17 13.94 14.34 12.78 0.62 13.56 02-2010 02-2022
13.66 13.86 14.55 12.97 0.56 13.76 01-2010 01-2022
13.8 13.9 14.36 13.34 0.36 13.85 12-2009 12-2021
15.03 14.62 15.61 14.04 0.57 14.82 11-2009 11-2021
15.03 15.27 15.68 14.62 0.38 15.15 10-2009 10-2021
15.64 15.37 16.08 14.93 0.42 15.5 09-2009 09-2021
15.75 15.44 16.14 15.05 0.4 15.59 08-2009 08-2021
16.59 15.3 17.06 14.85 0.9 15.95 07-2009 07-2021
16.02 15.65 16.47 15.21 0.46 15.84 06-2009 06-2021
17.45 16.1 18.04 15.52 1.01 16.78 05-2009 05-2021
18.73 17.94 19.18 17.5 0.66 18.34 04-2009 04-2021
19.87 18.96 20.27 18.56 0.68 19.41 03-2009 03-2021
19.4 19.34 19.85 18.89 0.34 19.37 02-2009 02-2021
19.28 18.98 19.87 18.4 0.53 19.13 01-2009 01-2021
19.11 18.77 19.91 17.98 0.69 18.94 12-2008 12-2020
18.28 17.61 19.08 16.82 0.83 17.95 11-2008 11-2020
18.12 15.05 18.35 14.83 1.65 16.59 10-2008 10-2020
14.43 13.6 14.99 13.05 0.75 14.02 09-2008 09-2020
13.43 13.4 13.94 12.89 0.37 13.41 08-2008 08-2020
13.86 13.5 14.51 12.85 0.6 13.68 07-2008 07-2020
12.79 11.96 13.3 11.46 0.71 12.38 06-2008 06-2020
10.69 10.7 11.38 10.02 0.48 10.7 05-2008 05-2020
10.29 10.86 11.81 9.35 0.89 10.58 04-2008 04-2020
10 11.97 13.07 8.93 1.62 10.99 03-2008 03-2020
12.26 11.99 12.96 11.3 0.59 12.13 02-2008 02-2020
12.46 10.58 12.95 10.09 1.21 11.52 01-2008 01-2020
10.5 10.33 10.82 10.01 0.29 10.41 12-2007 12-2019
11.04 10.86 11.41 10.49 0.33 10.95 11-2007 11-2019
11.34 10.84 12 10.19 0.66 11.09 10-2007 10-2019
11.68 11.58 12.36 10.91 0.51 11.63 09-2007 09-2019
12.37 11.87 12.7 11.55 0.44 12.12 08-2007 08-2019
11.61 11.95 12.36 11.21 0.42 11.78 07-2007 07-2019
12.63 12.74 13.13 12.24 0.32 12.69 06-2007 06-2019
12.71 12.69 13.23 12.18 0.37 12.7 05-2007 05-2019
14.21 13.36 14.48 13.09 0.58 13.79 04-2007 04-2019
14.03 13.87 14.47 13.44 0.37 13.95 03-2007 03-2019
13.15 12.73 13.66 12.23 0.53 12.94 02-2007 02-2019
13.22 12.88 13.58 12.53 0.39 13.05 01-2007 01-2019
13.66 13.55 14.23 12.98 0.44 13.61 12-2006 12-2018
13.42 13.41 13.69 13.14 0.19 13.41 11-2006 11-2018
13.36 13.71 14.2 12.88 0.48 13.54 10-2006 10-2018
14.35 14.98 15.4 13.94 0.56 14.67 09-2006 09-2018
15.81 15.3 16.15 14.96 0.46 15.55 08-2006 08-2018
15.95 15.45 16.36 15.04 0.5 15.7 07-2006 07-2018
16.94 15.26 17.27 14.93 1.02 16.1 06-2006 06-2018
15.14 13.34 15.5 12.99 1.09 14.24 05-2006 05-2018
13.77 13.82 14.42 13.18 0.44 13.8 04-2006 04-2018
14.23 13.64 14.53 13.34 0.47 13.94 03-2006 03-2018
14.93 14.97 15.4 14.5 0.32 14.95 02-2006 02-2018
15.68 15.52 16.14 15.07 0.38 15.6 01-2006 01-2018
15.8 15.79 16.42 15.17 0.44 15.79 12-2005 12-2017
16.85 15.98 17.22 15.61 0.65 16.41 11-2005 11-2017
16.77 15.7 17.19 15.28 0.77 16.23 10-2005 10-2017
15.99 15.9 16.42 15.47 0.34 15.95 09-2005 09-2017
16.34 16.18 16.7 15.82 0.32 16.26 08-2005 08-2017
16.84 16.6 17.12 16.32 0.3 16.72 07-2005 07-2017
16.9 16.92 17.16 16.66 0.18 16.91 06-2005 06-2017
17.36 16.99 17.76 16.59 0.43 17.18 05-2005 05-2017
17.51 16.94 17.72 16.73 0.4 17.23 04-2005 04-2017

Rolling return for 15 year

Average return: 14.47
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.43 13.26 13.39 12.3 0.48 12.84 04-2010 04-2025
13.12 13.5 13.93 12.69 0.46 13.31 03-2010 03-2025
13.52 14.18 14.5 13.21 0.51 13.85 02-2010 02-2025
14.05 14.52 15.08 13.49 0.59 14.29 01-2010 01-2025
14.99 15.05 15.42 14.62 0.28 15.02 12-2009 12-2024
15.53 15.19 15.98 14.74 0.45 15.36 11-2009 11-2024
15.55 15.78 16.12 15.21 0.33 15.66 10-2009 10-2024
16.39 16 16.58 15.82 0.3 16.2 09-2009 09-2024
16.38 16.39 16.95 15.82 0.4 16.38 08-2009 08-2024
17.31 16.38 17.8 15.9 0.75 16.85 07-2009 07-2024
16.2 16.46 17.12 15.55 0.56 16.33 06-2009 06-2024
17.79 16.76 18.31 16.24 0.82 17.27 05-2009 05-2024
18.94 18.18 19.17 17.95 0.51 18.56 04-2009 04-2024
19.56 19.05 20.1 18.51 0.59 19.3 03-2009 03-2024
19.55 19.4 19.81 19.14 0.24 19.48 02-2009 02-2024
19.43 18.98 19.69 18.72 0.38 19.2 01-2009 01-2024
19.21 18.94 19.85 18.31 0.55 19.08 12-2008 12-2023
18.43 18.03 19.21 17.26 0.7 18.23 11-2008 11-2023
18.25 15.97 18.62 15.6 1.34 17.11 10-2008 10-2023
15.72 15.02 16.14 14.6 0.6 15.37 09-2008 09-2023
14.65 14.45 14.89 14.21 0.25 14.55 08-2008 08-2023
15.25 14.69 15.51 14.43 0.43 14.97 07-2008 07-2023
14.4 13.75 14.84 13.31 0.59 14.07 06-2008 06-2023
12.98 12.7 13.25 12.42 0.31 12.84 05-2008 05-2023
12.89 12.47 13.24 12.12 0.42 12.68 04-2008 04-2023
12.96 12.48 13.36 12.08 0.48 12.72 03-2008 03-2023
12.77 12.19 12.96 12 0.4 12.48 02-2008 02-2023
12.95 11.28 13.18 11.05 0.96 12.12 01-2008 01-2023
11.48 11.56 11.96 11.09 0.31 11.52 12-2007 12-2022
12.02 11.78 12.23 11.57 0.25 11.9 11-2007 11-2022
12.31 11.6 12.53 11.38 0.48 11.96 10-2007 10-2022
12.88 12.67 13.29 12.26 0.37 12.78 09-2007 09-2022
13.74 13.31 13.98 13.07 0.36 13.53 08-2007 08-2022
12.42 12.7 13.02 12.09 0.34 12.56 07-2007 07-2022
12.42 12.79 13.1 12.11 0.37 12.61 06-2007 06-2022
12.95 13.14 13.57 12.52 0.38 13.04 05-2007 05-2022
14.3 13.73 14.63 13.41 0.48 14.02 04-2007 04-2022
13.85 13.93 14.4 13.37 0.37 13.89 03-2007 03-2022
13.36 13.54 14.29 12.62 0.59 13.45 02-2007 02-2022
13.8 13.95 14.51 13.24 0.45 13.88 01-2007 01-2022
14.23 14.13 14.68 13.68 0.36 14.18 12-2006 12-2021
14.18 14.42 14.64 13.95 0.26 14.3 11-2006 11-2021
14.68 14.81 15.2 14.29 0.33 14.75 10-2006 10-2021
14.94 14.96 15.3 14.61 0.24 14.95 09-2006 09-2021
15.09 14.73 15.4 14.42 0.37 14.91 08-2006 08-2021
15.2 14.85 15.57 14.49 0.4 15.03 07-2006 07-2021
15.7 14.45 16.05 14.1 0.82 15.07 06-2006 06-2021
13.76 12.51 14.22 12.06 0.88 13.14 05-2006 05-2021
12.69 12.56 13.03 12.22 0.29 12.62 04-2006 04-2021
13.09 12.68 13.39 12.38 0.39 12.88 03-2006 03-2021
13.49 13.49 13.83 13.15 0.24 13.49 02-2006 02-2021
13.74 13.69 14.18 13.25 0.33 13.71 01-2006 01-2021
13.75 13.86 14.36 13.25 0.39 13.8 12-2005 12-2020
14.01 13.66 14.63 13.05 0.57 13.84 11-2005 11-2020
14.27 13.28 14.45 13.11 0.59 13.78 10-2005 10-2020
13.35 13.39 13.8 12.95 0.3 13.37 09-2005 09-2020
13.72 13.72 14.13 13.31 0.29 13.72 08-2005 08-2020
13.63 13.74 14.15 13.22 0.33 13.69 07-2005 07-2020
13.41 13.62 13.81 13.22 0.22 13.52 06-2005 06-2020
13.36 13.33 13.92 12.77 0.41 13.34 05-2005 05-2020
12.9 13.53 14.14 12.3 0.69 13.22 04-2005 04-2020