NIFTY500 SHARIAH

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 3.86
Weighted mean CAGR by duration 13.2
Mean CAGR 15.22
Standard deviation CAGR 3.94
Range for CAGR 11.72

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.15 50.11 29.72 23.94
3 year 3.62 32.19 17.44 17.30
5 year 3.46 25.66 15.21 14.87
7 year 6.76 16.75 13.48 13.50
10 year 5.38 17.69 13.25 12.49
12 year 4.73 18.11 12.66 12.24
15 year 7.91 17.69 11.80 12.22

Rolling return for 1 year

Average return: 23.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
-8.35 -0.57 2.57 -11.15 5.58 -4.38 04-2024 04-2025
-3.67 0.39 5.85 -8.64 5.32 -1.52 03-2024 03-2025
-4.77 5.1 8.32 -7.6 6.62 0.26 02-2024 02-2025
6.08 15.55 19.45 2.62 6.83 10.93 01-2024 01-2025
23.39 20.69 29.54 14.96 5.24 22.14 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 32.41 06-2023 06-2024
32.76 34.73 40.61 27.21 4.79 33.83 05-2023 05-2024

Rolling return for 3 year

Average return: 17.3
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.65 7.58 9.69 3.62 2.25 6.63 04-2022 04-2025
8.15 8.75 11.6 5.39 2.21 8.47 03-2022 03-2025
8.69 9.7 13.46 5.09 2.98 9.23 02-2022 02-2025
9.53 10.3 13.95 6.02 2.82 9.95 01-2022 01-2025
12.56 12.07 14.4 10.27 1.47 12.33 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
17.12 15.77 18.42 14.49 1.47 16.45 01-2021 01-2024
17.44 17.18 20.24 14.45 2.05 17.33 12-2020 12-2023
17.42 17.67 20.41 14.74 2.01 17.56 11-2020 11-2023
17.43 18.09 19.52 16.02 1.26 17.76 10-2020 10-2023
20.85 19.95 22.15 18.68 1.27 20.41 09-2020 09-2023
20.71 19.54 21.58 18.68 1.11 20.13 08-2020 08-2023
22.92 20.91 24.39 19.49 1.87 21.93 07-2020 07-2023
23.14 22.67 24.51 21.33 1.14 22.91 06-2020 06-2023
24.65 23.77 26.43 22.02 1.59 24.22 05-2020 05-2023
27.61 21.64 28.72 20.59 3.57 24.64 04-2020 04-2023
30.03 18.88 32.19 16.93 6.68 24.51 03-2020 03-2023
18.86 17.44 20.47 15.87 1.7 18.16 02-2020 02-2023
19.55 18.97 21.01 17.53 1.25 19.27 01-2020 01-2023
20.54 21.96 23.25 19.28 1.49 21.26 12-2019 12-2022
21.17 20.96 22.61 19.54 1.09 21.07 11-2019 11-2022
20.35 19.58 21.75 18.2 1.28 19.97 10-2019 10-2022
21.27 21.43 23.72 19.03 1.66 21.36 09-2019 09-2022
22.7 22.9 24.2 21.42 0.99 22.8 08-2019 08-2022
19.05 19.85 22.31 16.65 2.02 19.46 07-2019 07-2022
15.44 17.29 18.94 13.84 1.92 16.38 06-2019 06-2022
18.06 19.27 21.56 15.84 2.07 18.68 05-2019 05-2022

Rolling return for 5 year

Average return: 14.87
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.77 19.4 23.52 16.74 2.45 20.11 04-2020 04-2025
23.31 17.9 25.66 15.7 4.01 20.64 03-2020 03-2025
16.42 17.65 19.46 14.66 1.75 17.05 02-2020 02-2025
17.9 19.5 20.73 16.7 1.53 18.71 01-2020 01-2025
20.54 20.95 21.72 19.78 0.7 20.75 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 22.87 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
17.8 17.47 18.58 16.69 0.68 17.63 01-2019 01-2024
16.35 16.65 18.01 15.01 1.07 16.5 12-2018 12-2023
14.32 15.47 16.06 13.74 0.92 14.9 11-2018 11-2023
15.22 14.5 16.45 13.29 1.15 14.86 10-2018 10-2023
14.17 13.14 14.9 12.41 0.95 13.65 09-2018 09-2023
12.56 12.08 13.04 11.6 0.54 12.32 08-2018 08-2023
12.79 12.47 13.6 11.67 0.69 12.63 07-2018 07-2023
12.39 12.13 13.14 11.39 0.63 12.26 06-2018 06-2023
11.1 11.12 12.05 10.18 0.66 11.11 05-2018 05-2023
10.15 9.93 10.72 9.36 0.49 10.04 04-2018 04-2023
10.3 10.5 11.4 9.41 0.71 10.4 03-2018 03-2023
10.44 10.05 11.34 9.16 0.78 10.25 02-2018 02-2023
9.74 9.93 10.55 9.14 0.5 9.84 01-2018 01-2023
11.05 10.91 12.54 9.44 1.1 10.98 12-2017 12-2022
11.7 11.81 12.5 11.02 0.52 11.76 11-2017 11-2022
11.91 11.42 12.7 10.64 0.75 11.67 10-2017 10-2022
12.35 12.52 13.7 11.18 0.89 12.44 09-2017 09-2022
13.31 13.17 14.14 12.35 0.63 13.24 08-2017 08-2022
11.74 12.5 13.56 10.69 1.05 12.12 07-2017 07-2022
11.04 12.53 13.05 10.53 1.04 11.79 06-2017 06-2022
12.33 13.41 14.31 11.44 1.08 12.87 05-2017 05-2022
14.54 15.19 15.88 13.85 0.75 14.87 04-2017 04-2022
14.65 15.62 16.44 13.84 0.98 15.14 03-2017 03-2022
15.51 16.75 17.87 14.41 1.3 16.14 02-2017 02-2022
17.65 19.04 19.96 16.74 1.24 18.35 01-2017 01-2022
18.86 19.24 20.34 17.78 0.92 19.05 12-2016 12-2021
19.16 17.68 20.37 16.5 1.46 18.43 11-2016 11-2021
16.8 17.7 18.21 16.31 0.74 17.26 10-2016 10-2021
17.43 17.73 18.34 16.82 0.55 17.58 09-2016 09-2021
16.55 17.26 17.93 15.89 0.76 16.91 08-2016 08-2021
16.78 16.18 17.16 15.8 0.53 16.48 07-2016 07-2021
16.4 16.93 17.65 15.7 0.71 16.67 06-2016 06-2021
15.72 16.27 17.13 14.87 0.82 16 05-2016 05-2021
15.7 15.72 16.8 14.62 0.77 15.71 04-2016 04-2021
15.96 15.6 17.06 14.52 0.91 15.79 03-2016 03-2021
15.9 15.18 16.92 14.17 1.01 15.54 02-2016 02-2021
14.85 14.22 16.42 12.67 1.34 14.54 01-2016 01-2021
12.27 12.87 14.02 11.14 1.04 12.57 12-2015 12-2020
10.32 10.83 11.86 9.31 0.92 10.58 11-2015 11-2020
9.49 9.71 10.29 8.92 0.49 9.6 10-2015 10-2020
9.31 9.73 10.5 8.55 0.71 9.52 09-2015 09-2020
8.38 7.5 9.49 6.42 1.13 7.95 08-2015 08-2020
5.57 6.56 7.38 4.76 0.99 6.07 07-2015 07-2020
6.1 5.89 7.04 4.95 0.74 5.99 06-2015 06-2020
4.43 4.79 5.77 3.46 0.83 4.61 05-2015 05-2020

Rolling return for 7 year

Average return: 13.5
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.45 11.66 12.24 9.88 0.94 11.06 04-2018 04-2025
11.31 12.17 12.82 10.67 0.82 11.74 03-2018 03-2025
11.12 12.25 13.19 10.2 1.13 11.69 02-2018 02-2025
11.35 12.8 13.25 10.91 0.97 12.08 01-2018 01-2025
13.68 13.29 14.48 12.5 0.71 13.49 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 14.78 03-2017 03-2024
15.68 15.4 16.18 14.9 0.46 15.54 02-2017 02-2024
15.79 15.7 16.34 15.15 0.42 15.75 01-2017 01-2024
15.5 15.92 16.68 14.75 0.7 15.71 12-2016 12-2023
14.38 13.77 15.62 12.55 1.11 14.08 11-2016 11-2023
12.57 13.08 13.43 12.23 0.46 12.83 10-2016 10-2023
13.41 13.51 13.93 12.99 0.33 13.46 09-2016 09-2023
13.26 13.14 13.61 12.8 0.29 13.2 08-2016 08-2023
13.33 13.23 13.91 12.65 0.45 13.28 07-2016 07-2023
13.45 13.5 13.99 12.96 0.36 13.47 06-2016 06-2023
13.22 13.32 13.92 12.63 0.46 13.27 05-2016 05-2023
12.98 12.64 13.4 12.23 0.43 12.81 04-2016 04-2023
13.45 13.24 14.25 12.44 0.64 13.34 03-2016 03-2023
14.32 13.76 14.98 13.1 0.69 14.04 02-2016 02-2023
14.34 13.37 14.93 12.79 0.83 13.86 01-2016 01-2023
13.68 13.94 14.76 12.86 0.68 13.81 12-2015 12-2022
13.94 13.76 14.52 13.19 0.47 13.85 11-2015 11-2022
12.9 13.03 13.46 12.47 0.35 12.96 10-2015 10-2022
13.58 13.99 14.56 13.02 0.56 13.79 09-2015 09-2022
13.56 12.67 14.15 12.08 0.8 13.12 08-2015 08-2022
11.41 12.09 12.71 10.8 0.72 11.75 07-2015 07-2022
11.63 12.2 13.07 10.77 0.84 11.92 06-2015 06-2022
12.29 12.95 13.71 11.55 0.8 12.62 05-2015 05-2022
13.69 13.26 14.64 12.32 0.83 13.48 04-2015 04-2022
12.79 13.13 14.05 11.89 0.77 12.96 03-2015 03-2022
12.83 13.77 14.48 12.14 0.89 13.3 02-2015 02-2022
14.36 14.6 15.96 13.02 1.04 14.49 01-2015 01-2022
14.81 14.53 15.83 13.53 0.82 14.67 12-2014 12-2021
14.12 14.47 14.95 13.65 0.48 14.3 11-2014 11-2021
15.24 15.15 16.22 14.17 0.73 15.2 10-2014 10-2021
15.05 15.01 15.68 14.37 0.46 15.03 09-2014 09-2021
15.07 15.32 16.04 14.35 0.6 15.2 08-2014 08-2021
15.25 14.7 15.52 14.43 0.43 14.97 07-2014 07-2021
14.95 14.81 15.83 13.94 0.67 14.88 06-2014 06-2021
15.23 14.95 16.23 13.96 0.81 15.09 05-2014 05-2021
14.89 15.33 15.67 14.56 0.42 15.11 04-2014 04-2021
15.29 15.06 16.07 14.29 0.63 15.18 03-2014 03-2021
15.28 15.41 16 14.69 0.47 15.34 02-2014 02-2021
14.92 15.47 16.04 14.35 0.63 15.2 01-2014 01-2021
14.09 14.53 15.36 13.27 0.76 14.31 12-2013 12-2020
13.05 13.41 14.17 12.3 0.67 13.23 11-2013 11-2020
13.35 12.82 13.94 12.23 0.63 13.09 10-2013 10-2020
13.28 13.03 14.16 12.16 0.71 13.16 09-2013 09-2020
13.57 13.14 14.39 12.32 0.75 13.36 08-2013 08-2020
11.51 11.72 12.87 10.37 0.89 11.62 07-2013 07-2020
11.59 11.57 12.31 10.86 0.51 11.58 06-2013 06-2020
9.78 10.23 10.79 9.23 0.57 10.01 05-2013 05-2020
8.92 10.85 11.59 8.19 1.38 9.89 04-2013 04-2020
7.41 11.73 12.41 6.76 2.51 9.58 03-2013 03-2020
11.9 12.6 13.13 11.38 0.67 12.25 02-2013 02-2020
12.01 12.21 12.83 11.4 0.51 12.11 01-2013 01-2020
11.99 12.21 12.49 11.71 0.29 12.1 12-2012 12-2019
12.64 12.64 13.29 11.99 0.46 12.64 11-2012 11-2019
12.17 12.44 13.03 11.58 0.52 12.3 10-2012 10-2019
12.37 12.34 13.27 11.44 0.65 12.36 09-2012 09-2019
12.48 12.22 12.98 11.72 0.45 12.35 08-2012 08-2019
13.03 13.3 14.02 12.32 0.61 13.17 07-2012 07-2019
14.18 13.79 14.86 13.12 0.63 13.99 06-2012 06-2019
13.71 13.68 14.64 12.76 0.66 13.7 05-2012 05-2019
13.74 13.3 14.02 13.02 0.39 13.52 04-2012 04-2019
12.94 12.95 13.64 12.25 0.49 12.95 03-2012 03-2019
12.24 12.13 13.12 11.26 0.66 12.19 02-2012 02-2019
13.82 13.45 14.59 12.69 0.68 13.64 01-2012 01-2019
14.1 13.76 15.05 12.83 0.79 13.93 12-2011 12-2018
13.77 12.63 14.19 12.22 0.8 13.2 11-2011 11-2018
12.98 12.8 14.35 11.44 1.03 12.89 10-2011 10-2018
14.2 14.58 15.47 13.32 0.77 14.39 09-2011 09-2018
15.2 13.94 15.9 13.25 1.04 14.57 08-2011 08-2018
12.68 12.83 13.49 12.03 0.52 12.76 07-2011 07-2018
12.95 12.78 13.67 12.06 0.57 12.87 06-2011 06-2018
12.93 12.9 13.61 12.23 0.49 12.92 05-2011 05-2018

Rolling return for 10 year

Average return: 12.49
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.22 11.53 12.48 10.28 0.79 11.38 04-2015 04-2025
11.38 11.8 12.43 10.75 0.61 11.59 03-2015 03-2025
11.58 12.54 13.02 11.09 0.76 12.06 02-2015 02-2025
12.89 13.29 14.24 11.96 0.82 13.1 01-2015 01-2025
14.13 13.79 14.69 13.24 0.53 13.96 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 15.09 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 15.39 03-2014 03-2024
16.01 15.95 16.36 15.6 0.27 15.98 02-2014 02-2024
15.58 15.56 15.96 15.18 0.28 15.57 01-2014 01-2024
15.08 15.32 15.9 14.5 0.5 15.2 12-2013 12-2023
14.34 14.67 15.21 13.81 0.51 14.51 11-2013 11-2023
14.56 14.37 15.17 13.77 0.5 14.47 10-2013 10-2023
15.5 15.06 15.87 14.7 0.44 15.28 09-2013 09-2023
15.66 15.02 15.91 14.78 0.46 15.34 08-2013 08-2023
14.82 14.4 15.23 14 0.46 14.61 07-2013 07-2023
14.94 14.79 15.32 14.41 0.33 14.87 06-2013 06-2023
14.04 14.13 14.53 13.65 0.31 14.09 05-2013 05-2023
14.22 13.98 14.52 13.69 0.31 14.1 04-2013 04-2023
13.75 13.83 14.32 13.27 0.37 13.79 03-2013 03-2023
13.95 14.03 14.41 13.57 0.3 13.99 02-2013 02-2023
14.22 14.2 14.64 13.78 0.3 14.21 01-2013 01-2023
14.49 15.05 15.25 14.29 0.39 14.77 12-2012 12-2022
15.13 15.08 15.54 14.67 0.31 15.11 11-2012 11-2022
14.56 14.54 14.96 14.14 0.29 14.55 10-2012 10-2022
14.97 14.99 15.66 14.3 0.48 14.98 09-2012 09-2022
15.45 15.32 15.87 14.9 0.35 15.38 08-2012 08-2022
14.8 15.23 15.73 14.3 0.53 15.02 07-2012 07-2022
14.55 14.83 15.58 13.81 0.63 14.69 06-2012 06-2022
15 15.33 16.01 14.32 0.61 15.16 05-2012 05-2022
15.49 15.66 16.17 14.98 0.43 15.57 04-2012 04-2022
14.85 15.25 15.75 14.36 0.51 15.05 03-2012 03-2022
14.79 15.25 15.96 14.09 0.68 15.02 02-2012 02-2022
16.32 16.64 17.46 15.51 0.7 16.48 01-2012 01-2022
16.6 16.4 17.32 15.69 0.58 16.5 12-2011 12-2021
16.28 15.75 16.87 15.17 0.63 16.02 11-2011 11-2021
16.3 15.88 17 15.2 0.65 16.09 10-2011 10-2021
16.35 16.17 16.81 15.73 0.39 16.27 09-2011 09-2021
15.91 15.21 16.59 14.53 0.77 15.56 08-2011 08-2021
14.31 14.03 14.49 13.84 0.25 14.17 07-2011 07-2021
14.02 14 14.63 13.39 0.44 14.01 06-2011 06-2021
13.18 13.37 13.87 12.69 0.42 13.28 05-2011 05-2021
12.5 12.66 13.03 12.13 0.32 12.58 04-2011 04-2021
12.77 12.45 13.3 11.93 0.5 12.61 03-2011 03-2021
12.6 12.43 13.1 11.94 0.41 12.52 02-2011 02-2021
11.86 11.35 12.62 10.59 0.74 11.6 01-2011 01-2021
10.55 10.74 11.41 9.89 0.54 10.65 12-2010 12-2020
9.82 9.57 10.59 8.82 0.63 9.7 11-2010 11-2020
9.21 9.24 9.6 8.84 0.27 9.22 10-2010 10-2020
9.45 9.25 10.05 8.65 0.5 9.35 09-2010 09-2020
9.33 9.56 9.88 9 0.32 9.44 08-2010 08-2020
8.39 9.03 9.32 8.11 0.48 8.71 07-2010 07-2020
8.62 8.32 9.11 7.84 0.46 8.47 06-2010 06-2020
8.11 8.02 8.8 7.33 0.52 8.07 05-2010 05-2020
6.31 7.81 8.13 6 0.92 7.06 04-2010 04-2020
5.89 8.79 9.32 5.38 1.73 7.34 03-2010 03-2020
9.62 10.02 10.46 9.18 0.47 9.82 02-2010 02-2020
9.49 9.13 10.05 8.57 0.54 9.31 01-2010 01-2020
9.04 8.94 9.39 8.6 0.28 8.99 12-2009 12-2019
10.28 9.55 10.73 9.1 0.63 9.91 11-2009 11-2019
9.79 9.55 10.39 8.96 0.51 9.67 10-2009 10-2019
9.69 9.45 10.31 8.84 0.53 9.57 09-2009 09-2019
10.08 9.54 10.43 9.19 0.48 9.81 08-2009 08-2019
11.33 10.35 12.01 9.68 0.89 10.84 07-2009 07-2019
11.31 10.75 11.78 10.29 0.56 11.03 06-2009 06-2019
13.17 11.35 13.82 10.72 1.27 12.27 05-2009 05-2019
15.51 14.16 15.71 13.96 0.78 14.84 04-2009 04-2019
17.18 15.62 17.69 15.12 1.06 16.4 03-2009 03-2019
16.03 15.84 16.67 15.21 0.52 15.94 02-2009 02-2019
16.52 15.28 17.08 14.74 0.94 15.9 01-2009 01-2019
16.52 15.62 17.2 14.95 0.86 16.07 12-2008 12-2018
16.82 14.77 17.12 14.47 1.18 15.8 11-2008 11-2018
16.16 12.09 17.15 11.14 2.57 14.13 10-2008 10-2018
12.3 11.09 13.17 10.23 1.12 11.7 09-2008 09-2018
11.29 10.86 11.77 10.39 0.51 11.08 08-2008 08-2018
11.78 10.93 12.34 10.38 0.76 11.36 07-2008 07-2018
11.03 9.59 11.53 9.1 1 10.31 06-2008 06-2018
9.11 8.89 9.57 8.44 0.41 9 05-2008 05-2018
10.05 9.13 10.44 8.74 0.68 9.59 04-2008 04-2018
10.16 9.34 10.61 8.9 0.67 9.75 03-2008 03-2018
9.37 8.65 10.01 8.02 0.75 9.01 02-2008 02-2018
9.91 7.31 10.22 7.01 1.46 8.61 01-2008 01-2018
7.36 7.4 8.15 6.62 0.54 7.38 12-2007 12-2017
7.89 7.46 8.22 7.13 0.41 7.68 11-2007 11-2017
8.29 7.36 8.91 6.74 0.83 7.83 10-2007 10-2017
9.33 8.77 9.9 8.21 0.63 9.05 09-2007 09-2017
10.08 9.56 10.55 9.1 0.54 9.82 08-2007 08-2017
9.36 9.04 9.88 8.53 0.49 9.2 07-2007 07-2017
9.78 9.49 10.04 9.24 0.3 9.64 06-2007 06-2017
9.81 9.63 10.24 9.2 0.37 9.72 05-2007 05-2017
10.87 9.82 11.2 9.49 0.71 10.34 04-2007 04-2017
10.66 10.19 11.05 9.8 0.47 10.43 03-2007 03-2017
9.6 8.86 10.13 8.34 0.68 9.23 02-2007 02-2017
8.83 8.6 9.26 8.18 0.39 8.72 01-2007 01-2017
8.09 8.59 8.59 8.09 0.25 8.34 12-2006 12-2016

Rolling return for 12 year

Average return: 12.24
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.71 14.34 14.78 13.27 0.58 14.03 04-2013 04-2025
13.77 14.26 14.67 13.37 0.49 14.02 03-2013 03-2025
13.76 14.68 14.99 13.45 0.63 14.22 02-2013 02-2025
14.43 15.2 15.56 14.06 0.6 14.81 01-2013 01-2025
15.47 15.78 15.94 15.31 0.25 15.62 12-2012 12-2024
15.62 15.85 16.24 15.24 0.36 15.74 11-2012 11-2024
15.88 16.33 16.69 15.52 0.44 16.11 10-2012 10-2024
16.77 16.47 17.03 16.21 0.31 16.62 09-2012 09-2024
16.5 16.65 17.11 16.04 0.38 16.57 08-2012 08-2024
16.62 16.79 17.21 16.19 0.37 16.7 07-2012 07-2024
15.72 16.1 16.74 15.09 0.6 15.91 06-2012 06-2024
15.67 15.66 16.22 15.11 0.39 15.66 05-2012 05-2024
15.15 15.02 15.45 14.73 0.26 15.09 04-2012 04-2024
14.81 14.9 15.32 14.4 0.33 14.86 03-2012 03-2024
15.01 14.71 15.3 14.43 0.33 14.86 02-2012 02-2024
15.46 15.11 15.78 14.79 0.37 15.29 01-2012 01-2024
15.03 14.96 15.71 14.28 0.51 15 12-2011 12-2023
14 13.8 14.72 13.09 0.58 13.9 11-2011 11-2023
13.91 13.5 14.41 13 0.52 13.7 10-2011 10-2023
14.19 13.98 14.49 13.67 0.3 14.08 09-2011 09-2023
14.09 13.16 14.29 12.96 0.57 13.62 08-2011 08-2023
12.73 12.68 13.06 12.34 0.26 12.7 07-2011 07-2023
12.71 12.51 13.02 12.2 0.3 12.61 06-2011 06-2023
12.17 12.15 12.57 11.76 0.29 12.16 05-2011 05-2023
11.46 11.4 11.71 11.16 0.2 11.43 04-2011 04-2023
11.85 11.62 12.32 11.16 0.42 11.74 03-2011 03-2023
12.25 12.07 12.62 11.69 0.33 12.16 02-2011 02-2023
12.06 11.34 12.4 11 0.56 11.7 01-2011 01-2023
11.65 11.71 12.27 11.09 0.42 11.68 12-2010 12-2022
11.99 11.46 12.33 11.14 0.46 11.73 11-2010 11-2022
11.22 11.24 11.54 10.91 0.22 11.23 10-2010 10-2022
11.91 11.78 12.47 11.22 0.44 11.84 09-2010 09-2022
12.18 12.24 12.52 11.9 0.22 12.21 08-2010 08-2022
11.36 11.87 12.11 11.12 0.39 11.61 07-2010 07-2022
11.46 11.62 12.29 10.79 0.53 11.54 06-2010 06-2022
12.14 12.28 12.96 11.46 0.53 12.21 05-2010 05-2022
12.29 12.56 12.84 12.01 0.31 12.43 04-2010 04-2022
12.24 12.51 12.97 11.79 0.43 12.38 03-2010 03-2022
12.64 13.22 13.59 12.27 0.51 12.93 02-2010 02-2022
12.91 13.04 13.83 12.12 0.61 12.97 01-2010 01-2022
12.79 12.99 13.37 12.41 0.35 12.89 12-2009 12-2021
13.79 13.25 14.27 12.77 0.56 13.52 11-2009 11-2021
13.54 13.39 14.11 12.83 0.46 13.47 10-2009 10-2021
13.77 13.39 14.13 13.03 0.41 13.58 09-2009 09-2021
13.75 13.54 14.31 12.98 0.48 13.64 08-2009 08-2021
14.55 13.29 14.71 13.13 0.71 13.92 07-2009 07-2021
13.59 13.21 14.09 12.71 0.51 13.4 06-2009 06-2021
14.85 13.35 15.44 12.78 1.08 14.1 05-2009 05-2021
16.27 15.42 16.73 14.97 0.69 15.85 04-2009 04-2021
17.65 16.38 18.11 15.93 0.89 17.02 03-2009 03-2021
16.84 16.57 17.26 16.14 0.41 16.7 02-2009 02-2021
16.9 16.07 17.57 15.41 0.82 16.49 01-2009 01-2021
16.22 15.66 16.98 14.92 0.75 15.95 12-2008 12-2020
15.63 14.34 16.29 13.69 1.03 14.99 11-2008 11-2020
15.46 11.62 15.81 11.28 2.1 13.54 10-2008 10-2020
11.02 9.81 11.52 9.31 0.89 10.41 09-2008 09-2020
9.57 9.29 10.03 8.83 0.44 9.43 08-2008 08-2020
9.57 9.19 10.35 8.42 0.7 9.38 07-2008 07-2020
8.74 7.56 9.15 7.16 0.82 8.15 06-2008 06-2020
6.34 6.35 6.9 5.79 0.39 6.35 05-2008 05-2020
6.09 6.53 7.6 5.04 0.92 6.31 04-2008 04-2020
5.75 7.55 8.59 4.73 1.51 6.66 03-2008 03-2020
7.55 7.13 8.24 6.45 0.65 7.34 02-2008 02-2020
7.56 5.63 8.01 5.18 1.21 6.59 01-2008 01-2020
5.78 5.44 6.06 5.16 0.34 5.61 12-2007 12-2019
6.33 6.07 6.69 5.71 0.36 6.2 11-2007 11-2019
6.92 6.13 7.41 5.65 0.68 6.53 10-2007 10-2019
7.75 7.33 8.25 6.83 0.52 7.54 09-2007 09-2019
8.43 7.91 8.72 7.62 0.43 8.17 08-2007 08-2019
8.03 7.89 8.58 7.34 0.44 7.96 07-2007 07-2019
8.93 8.86 9.31 8.48 0.29 8.89 06-2007 06-2019
8.86 8.87 9.38 8.36 0.36 8.87 05-2007 05-2019
10.25 9.26 10.41 9.11 0.58 9.76 04-2007 04-2019
10.18 9.86 10.58 9.47 0.41 10.02 03-2007 03-2019
9.29 8.74 9.79 8.25 0.58 9.02 02-2007 02-2019
9.18 9.06 9.61 8.63 0.35 9.12 01-2007 01-2019
8.96 9.49 9.49 8.96 0.26 9.23 12-2006 12-2018

Rolling return for 15 year

Average return: 12.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.93 11.54 11.76 10.71 0.43 11.23 04-2010 04-2025
11.41 11.75 12.11 11.05 0.39 11.58 03-2010 03-2025
11.84 12.5 12.8 11.54 0.5 12.17 02-2010 02-2025
12.23 12.48 13.12 11.6 0.54 12.36 01-2010 01-2025
12.75 12.81 13.11 12.44 0.24 12.78 12-2009 12-2024
13.41 13.08 13.89 12.6 0.47 13.25 11-2009 11-2024
13.5 13.56 14.13 12.92 0.43 13.53 10-2009 10-2024
14.03 13.64 14.23 13.44 0.31 13.84 09-2009 09-2024
14.04 13.9 14.52 13.42 0.39 13.97 08-2009 08-2024
14.73 14.06 15.2 13.59 0.62 14.39 07-2009 07-2024
13.48 13.56 14.27 12.77 0.53 13.52 06-2009 06-2024
14.91 13.68 15.35 13.25 0.86 14.3 05-2009 05-2024
16.06 15.25 16.3 15.01 0.54 15.66 04-2009 04-2024
17.28 16.31 17.69 15.9 0.72 16.8 03-2009 03-2024
17.02 16.7 17.25 16.46 0.3 16.86 02-2009 02-2024
16.95 16.01 17.21 15.75 0.61 16.48 01-2009 01-2024
16.47 15.96 17.02 15.42 0.59 16.22 12-2008 12-2023
15.98 15 16.57 14.42 0.84 15.49 11-2008 11-2023
15.85 12.89 16.26 12.49 1.69 14.37 10-2008 10-2023
12.92 11.77 13.16 11.53 0.71 12.34 09-2008 09-2023
11.71 11.27 11.87 11.11 0.31 11.49 08-2008 08-2023
12.12 11.44 12.38 11.18 0.49 11.78 07-2008 07-2023
11.48 10.43 11.73 10.18 0.66 10.96 06-2008 06-2023
9.77 9.63 10.08 9.32 0.27 9.7 05-2008 05-2023
10.08 9.4 10.27 9.21 0.45 9.74 04-2008 04-2023
10.21 9.73 10.57 9.37 0.46 9.97 03-2008 03-2023
9.72 9.11 10.02 8.82 0.48 9.42 02-2008 02-2023
9.85 8.17 10.12 7.91 0.98 9.01 01-2008 01-2023
8.58 8.56 9.06 8.07 0.35 8.57 12-2007 12-2022
9.15 8.89 9.4 8.63 0.29 9.02 11-2007 11-2022
9.48 8.69 9.74 8.44 0.54 9.09 10-2007 10-2022
10.32 10.01 10.77 9.57 0.44 10.17 09-2007 09-2022
11.15 10.75 11.42 10.48 0.36 10.95 08-2007 08-2022
10.15 10.18 10.74 9.59 0.41 10.16 07-2007 07-2022
10.2 10.5 10.86 9.84 0.38 10.35 06-2007 06-2022
10.64 10.88 11.29 10.23 0.38 10.76 05-2007 05-2022
12.08 11.58 12.52 11.15 0.52 11.83 04-2007 04-2022
11.97 11.97 12.55 11.39 0.41 11.97 03-2007 03-2022
11.54 11.43 12.29 10.68 0.57 11.48 02-2007 02-2022
11.7 11.97 12.42 11.25 0.42 11.84 01-2007 01-2022
11.57 12.03 12.03 11.57 0.23 11.8 12-2006 12-2021