NIFTY500 SHARIAH

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.7
Weighted mean XIRR by duration 16.39
Mean XIRR 19.36
Standard deviation XIRR 7.17
Range XIRR 18.71

Summary

Duration Min Max Median Average XIRR (%)
1 year 3.39 50.11 34.70 33.07
3 year 6.29 18.93 14.72 14.36
5 year 16.46 23.93 19.95 19.98
7 year 11.03 16.75 14.82 14.64
10 year 12.04 16.36 14.88 14.77

Rolling return for 1 year

Average return: 33.07
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.88 15.12 19 3.39 6.24 11.1 01-2024 01-2025
24.35 20.69 29.54 15.85 5.01 22.61 12-2023 12-2024
31.47 29.9 40.09 21.91 6.45 30.84 11-2023 11-2024
38.08 42.36 50.11 30.94 6.95 40.37 10-2023 10-2024
41.06 40.31 44.86 36.63 2.92 40.72 09-2023 09-2024
37.61 43.42 46.54 34.67 4.67 40.56 08-2023 08-2024
39.19 42.81 47.98 34.33 4.99 41.08 07-2023 07-2024
27.57 37.03 41.64 23.42 7.26 32.42 06-2023 06-2024
32.76 34.73 40.61 27.21 4.79 33.83 05-2023 05-2024
34.91 35.6 39.17 31.45 2.74 35.28 04-2023 04-2024
34.63 35.08 41.94 28.12 4.89 34.94 03-2023 03-2024
33.74 32.38 37.84 28.45 3.35 33.1 02-2023 02-2024

Rolling return for 3 year

Average return: 14.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.8 10.16 13.81 6.29 2.66 10.02 01-2022 01-2025
12.85 12.07 14.4 10.56 1.39 12.47 12-2021 12-2024
11.91 12.4 14.31 10.05 1.52 12.17 11-2021 11-2024
13.31 14.22 16.51 11.08 1.95 13.78 10-2021 10-2024
15.08 14.62 16.11 13.61 0.9 14.86 09-2021 09-2024
15.21 15.36 17.65 12.97 1.66 15.3 08-2021 08-2024
15.45 17.19 17.83 14.83 1.23 16.32 07-2021 07-2024
13.03 14.99 17.04 11.05 2.23 14.03 06-2021 06-2024
15.13 15.01 17.36 12.83 1.6 15.08 05-2021 05-2024
15.2 14.57 16.4 13.39 1.09 14.89 04-2021 04-2024
15.8 16.03 17.86 14 1.37 15.92 03-2021 03-2024
17.74 17.21 18.93 16.03 1.04 17.48 02-2021 02-2024

Rolling return for 5 year

Average return: 19.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.08 19.41 20.64 16.88 1.41 18.75 01-2020 01-2025
20.73 20.95 21.72 19.97 0.62 20.84 12-2019 12-2024
19.94 20.49 21.47 18.97 0.91 20.22 11-2019 11-2024
21.28 22 23.33 19.98 1.21 21.65 10-2019 10-2024
23.23 22.5 23.88 21.85 0.76 22.86 09-2019 09-2024
22.38 23.15 23.93 21.61 0.86 22.77 08-2019 08-2024
21.84 21.84 23.34 20.36 1.05 21.84 07-2019 07-2024
17.92 19.41 20.42 16.94 1.34 18.67 06-2019 06-2024
18.47 18.48 19.84 17.13 0.96 18.48 05-2019 05-2024
17.15 17.48 17.88 16.75 0.42 17.31 04-2019 04-2024
17.47 17.7 18.72 16.46 0.8 17.59 03-2019 03-2024
19.01 18.43 19.73 17.72 0.74 18.72 02-2019 02-2024

Rolling return for 7 year

Average return: 14.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.47 12.74 13.19 11.03 0.89 12.11 01-2018 01-2025
13.81 13.29 14.48 12.63 0.68 13.55 12-2017 12-2024
13.5 14.03 14.54 13 0.58 13.77 11-2017 11-2024
14.9 15.33 16.28 13.96 0.83 15.12 10-2017 10-2024
16.15 15.72 16.59 15.29 0.48 15.94 09-2017 09-2024
15.7 16.04 16.75 15 0.63 15.87 08-2017 08-2024
15.68 15.91 16.69 14.9 0.64 15.8 07-2017 07-2024
14 15.34 15.72 13.63 0.88 14.67 06-2017 06-2024
14.22 14.51 15.16 13.58 0.57 14.37 05-2017 05-2024
14.22 14.24 14.73 13.73 0.35 14.23 04-2017 04-2024
14.63 14.92 15.5 14.05 0.52 14.77 03-2017 03-2024
15.68 15.4 16.18 14.9 0.46 15.54 02-2017 02-2024

Rolling return for 10 year

Average return: 14.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.97 13.25 14.19 12.04 0.77 13.11 01-2015 01-2025
14.22 13.79 14.69 13.33 0.5 14.01 12-2014 12-2024
13.45 13.84 14.18 13.12 0.4 13.65 11-2014 11-2024
14.66 14.87 15.62 13.91 0.61 14.76 10-2014 10-2024
15.06 14.89 15.36 14.58 0.28 14.97 09-2014 09-2024
15.11 15.33 15.84 14.61 0.44 15.22 08-2014 08-2024
15.31 15.44 16.02 14.74 0.45 15.38 07-2014 07-2024
14.37 14.86 15.58 13.66 0.7 14.62 06-2014 06-2024
15.2 14.97 15.86 14.31 0.55 15.08 05-2014 05-2024
14.98 15.1 15.34 14.75 0.21 15.04 04-2014 04-2024
15.44 15.35 16.05 14.74 0.46 15.4 03-2014 03-2024
16.01 15.95 16.36 15.6 0.27 15.98 02-2014 02-2024