NIFTY500 VALUE 50

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.37
Weighted mean CAGR by duration 12.37
Mean CAGR 18.81
Standard deviation CAGR 13.71
Range for CAGR 37.52

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.43 103.22 56.21 46.74
3 year 5.51 49.61 34.80 32.44
5 year -8.81 45.08 7.40 11.94
7 year -1.26 16.88 8.83 9.22
10 year -2.49 20.78 11.34 10.46
12 year 0.44 17.76 9.87 10.15
15 year 5.43 19.32 10.36 10.74

Rolling return for 1 year

Average return: 46.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
-7.2 -4.36 3.73 -14.43 6.5 -5.57 04-2024 04-2025
-2.2 2.21 12.38 -11.06 8.44 0.33 03-2024 03-2025
-2.95 1.25 7.87 -8.9 6.11 -0.68 02-2024 02-2025
9.87 13.58 22.46 1.9 7.39 11.95 01-2024 01-2025
30.92 29.24 44.79 16.87 9.9 30.45 12-2023 12-2024
53.68 46.62 65.31 36.3 10.56 50.48 11-2023 11-2024
61.11 67.74 80.03 50.11 10.84 64.75 10-2023 10-2024
70.17 69.25 81.44 58.74 8.03 69.9 09-2023 09-2024
75 83.34 87.97 70.69 6.78 79.25 08-2023 08-2024
86.05 83.67 97.25 73.24 8.53 85.05 07-2023 07-2024
77.62 92.6 103.22 68.34 13.43 85.44 06-2023 06-2024
84.19 94.6 99.52 79.65 7.93 89.49 05-2023 05-2024

Rolling return for 3 year

Average return: 32.44
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.25 25.58 27.91 21 2.58 24.43 04-2022 04-2025
24.53 28.44 30.43 22.63 3.08 26.51 03-2022 03-2025
27.6 26.81 32.17 22.42 3.46 27.25 02-2022 02-2025
27.31 29.25 32 24.66 2.68 28.3 01-2022 01-2025
33.03 33.51 37.56 29.11 2.99 33.3 12-2021 12-2024
32.5 30.53 35.76 27.39 3.04 31.55 11-2021 11-2024
31.44 31.49 36.4 26.71 3.43 31.51 10-2021 10-2024
37.75 36.44 40.73 33.55 2.58 37.12 09-2021 09-2024
40.26 39.74 43.64 36.45 2.55 40.02 08-2021 08-2024
38.78 40.42 41.51 37.71 1.46 39.6 07-2021 07-2024
34.66 38.01 40.84 31.95 3.36 36.36 06-2021 06-2024
39.81 39.03 43.59 35.37 2.92 39.45 05-2021 05-2024
41.81 42.07 45.7 38.28 2.63 41.97 04-2021 04-2024
38.6 37.96 43.05 33.67 3.32 38.32 03-2021 03-2024
43.73 38.29 46.79 35.4 4.46 41.05 02-2021 02-2024
42.18 41.44 45.79 37.94 2.79 41.84 01-2021 01-2024
41.2 41.85 46.65 36.58 3.57 41.57 12-2020 12-2023
43.41 41.01 49.26 35.49 4.94 42.29 11-2020 11-2023
44.14 44.62 47.58 41.26 2.24 44.4 10-2020 10-2023
44.34 40.6 47.73 37.37 3.89 42.51 09-2020 09-2023
41.08 36.05 42.26 34.93 3.14 38.58 08-2020 08-2023
39.54 40.33 42.9 37.03 2.09 39.95 07-2020 07-2023
40 36.65 42.52 34.23 3.16 38.35 06-2020 06-2023
44.17 41.8 45.37 40.62 1.88 42.99 05-2020 05-2023
45.26 40.3 47.99 37.71 4.04 42.82 04-2020 04-2023
47.12 31.15 49.61 28.97 9.23 39.21 03-2020 03-2023
29.64 24.61 31.36 22.97 3.46 27.14 02-2020 02-2023
25.46 24.72 27.43 22.79 1.66 25.1 01-2020 01-2023
23.98 25.18 27.58 21.64 2.14 24.59 12-2019 12-2022
21.85 22.95 24.79 20.06 1.72 22.41 11-2019 11-2022
21.73 20.43 24.72 17.54 2.58 21.1 10-2019 10-2022
20.43 21.14 24.6 17.09 2.67 20.81 09-2019 09-2022
22.71 19.87 24.44 18.2 2.42 21.3 08-2019 08-2022
14.21 11.4 17.72 8.08 3.55 12.85 07-2019 07-2022
7.81 10.37 12.78 5.51 2.73 9.12 06-2019 06-2022
12.04 12.52 15.93 8.74 2.55 12.31 05-2019 05-2022

Rolling return for 5 year

Average return: 11.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
39.69 38.33 42.84 35.29 2.71 39.04 04-2020 04-2025
41.1 34.06 45.08 30.38 5.76 37.66 03-2020 03-2025
30.97 29.6 33.77 26.89 2.48 30.31 02-2020 02-2025
28.76 29.9 31.58 27.11 1.63 29.34 01-2020 01-2025
30.87 32.02 33.53 29.38 1.52 31.45 12-2019 12-2024
30.63 31.38 32.55 29.48 1.12 31.01 11-2019 11-2024
33.23 33.39 36.22 30.46 2.04 33.33 10-2019 10-2024
34.01 33.47 35.74 31.77 1.42 33.75 09-2019 09-2024
34.44 33.35 36.38 31.46 1.78 33.91 08-2019 08-2024
31.74 28.95 33.29 27.45 2.29 30.36 07-2019 07-2024
25.56 27.33 28.99 23.95 1.89 26.46 06-2019 06-2024
26.56 26.32 28.6 24.32 1.52 26.45 05-2019 05-2024
23.62 24.78 25.64 22.77 1.09 24.2 04-2019 04-2024
23.98 23.87 26.36 21.54 1.7 23.94 03-2019 03-2024
26.64 26.27 28.25 24.68 1.27 26.46 02-2019 02-2024
22.85 22.92 24.72 21.08 1.29 22.89 01-2019 01-2024
20.67 21.23 23.44 18.5 1.76 20.96 12-2018 12-2023
16.6 17.94 19.43 15.15 1.59 17.28 11-2018 11-2023
17.17 16.11 18.83 14.48 1.58 16.65 10-2018 10-2023
14.99 13.69 16.6 12.12 1.65 14.35 09-2018 09-2023
12.38 11.94 12.94 11.38 0.57 12.16 08-2018 08-2023
12.94 12.62 14.57 11.03 1.26 12.79 07-2018 07-2023
10.61 9.55 11.8 8.38 1.27 10.09 06-2018 06-2023
9.15 7.94 9.69 7.4 0.92 8.54 05-2018 05-2023
6.49 6.8 7.68 5.61 0.74 6.64 04-2018 04-2023
6.32 5.04 7.4 3.98 1.29 5.69 03-2018 03-2023
4.13 3.37 4.96 2.56 0.89 3.75 02-2018 02-2023
3.1 3.11 4.06 2.15 0.68 3.1 01-2018 01-2023
3.44 3.41 5.24 1.64 1.27 3.43 12-2017 12-2022
2.68 2.83 4.16 1.37 0.99 2.76 11-2017 11-2022
1.58 1.37 3.07 -0.09 1.12 1.48 10-2017 10-2022
1.71 2.19 3.81 0.13 1.31 1.96 09-2017 09-2022
2.74 2.07 3.61 1.22 0.88 2.41 08-2017 08-2022
1.08 1.63 2.93 -0.2 1.12 1.36 07-2017 07-2022
0.53 2.32 3.29 -0.41 1.45 1.43 06-2017 06-2022
2.22 2.8 4.34 0.71 1.3 2.52 05-2017 05-2022
4.43 4.48 5.59 3.34 0.8 4.46 04-2017 04-2022
4.75 4.45 5.72 3.49 0.8 4.6 03-2017 03-2022
3.72 5.35 6.33 2.76 1.39 4.54 02-2017 02-2022
6.8 5.78 8.15 4.46 1.35 6.3 01-2017 01-2022
6.66 6.68 8.59 4.78 1.35 6.68 12-2016 12-2021
7.25 7.21 9.8 4.72 1.8 7.25 11-2016 11-2021
6.69 8.13 9.07 5.77 1.27 7.42 10-2016 10-2021
5.85 6.6 7.83 4.64 1.16 6.23 09-2016 09-2021
5.08 5.74 6.83 4.01 1.02 5.42 08-2016 08-2021
7.74 6.04 8.24 5.55 1.13 6.89 07-2016 07-2021
9.5 8.89 10.84 7.57 1.18 9.2 06-2016 06-2021
8.65 9.15 10.78 7.05 1.33 8.91 05-2016 05-2021
6.91 6.77 8.54 5.17 1.19 6.85 04-2016 04-2021
9.52 8.89 11.93 6.55 1.92 9.22 03-2016 03-2021
8.72 9.79 12.68 5.93 2.42 9.28 02-2016 02-2021
5.93 4.03 7.88 2.15 2.13 5 01-2016 01-2021
1.68 2.34 3.72 0.32 1.22 2.02 12-2015 12-2020
-2.26 0.14 1.13 -3.22 1.76 -1.05 11-2015 11-2020
-3.03 -3.51 -1.85 -4.67 1.01 -3.26 10-2015 10-2020
-2.05 -0.47 0.9 -3.38 1.61 -1.25 09-2015 09-2020
-1.75 -3 0.92 -5.56 2.33 -2.35 08-2015 08-2020
-4.09 -4.06 -3.05 -5.1 0.72 -4.07 07-2015 07-2020
-4.44 -3.91 -1.99 -6.31 1.54 -4.16 06-2015 06-2020
-7.5 -7.44 -6.11 -8.81 0.95 -7.46 05-2015 05-2020

Rolling return for 7 year

Average return: 9.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.16 14.3 14.97 12.5 0.96 13.73 04-2018 04-2025
13.23 13.68 15.5 11.45 1.44 13.46 03-2018 03-2025
11.67 12.15 13.37 10.46 1.04 11.91 02-2018 02-2025
11.08 12.08 12.82 10.35 0.94 11.58 01-2018 01-2025
13.23 13.44 14.87 11.82 1.08 13.34 12-2017 12-2024
13.32 13.46 14.51 12.29 0.79 13.39 11-2017 11-2024
14.09 14.55 15.92 12.75 1.13 14.33 10-2017 10-2024
15.21 14.97 16.27 13.92 0.84 15.09 09-2017 09-2024
15.38 15.32 16.56 14.15 0.85 15.35 08-2017 08-2024
15.91 15.83 16.88 14.86 0.71 15.87 07-2017 07-2024
14.36 15.8 16.58 13.59 1.17 15.08 06-2017 06-2024
14.48 14.57 15.79 13.27 0.89 14.53 05-2017 05-2024
14.02 14.49 15.35 13.17 0.79 14.26 04-2017 04-2024
13.92 14.48 15.47 12.94 0.92 14.2 03-2017 03-2024
14.43 14.71 15.47 13.67 0.64 14.57 02-2017 02-2024
14.68 14.1 15.92 12.88 1.09 14.4 01-2017 01-2024
13.87 14.27 15.73 12.43 1.18 14.07 12-2016 12-2023
11.54 11.55 13.47 9.65 1.35 11.55 11-2016 11-2023
10 10.43 11.12 9.32 0.65 10.22 10-2016 10-2023
10.73 10.92 11.83 9.82 0.71 10.82 09-2016 09-2023
10.57 10.15 10.96 9.76 0.45 10.36 08-2016 08-2023
11.07 10.58 12.21 9.45 0.99 10.83 07-2016 07-2023
11.66 11.1 12.52 10.25 0.83 11.38 06-2016 06-2023
12.26 11.47 12.66 11.08 0.62 11.87 05-2016 05-2023
11.41 10.99 12.3 10.11 0.79 11.2 04-2016 04-2023
12.88 11.49 13.7 10.69 1.17 12.19 03-2016 03-2023
13.82 12.36 14.46 11.72 1.1 13.09 02-2016 02-2023
12.99 10.83 13.74 10.09 1.5 11.91 01-2016 01-2023
10.32 10.61 11.68 9.26 0.86 10.47 12-2015 12-2022
9.79 10.14 10.92 9.02 0.68 9.97 11-2015 11-2022
8.57 8.37 9.7 7.25 0.87 8.47 10-2015 10-2022
9.31 9.84 10.91 8.24 0.96 9.57 09-2015 09-2022
9.54 7.13 10.2 6.49 1.56 8.34 08-2015 08-2022
6.36 6.94 7.75 5.56 0.8 6.65 07-2015 07-2022
6.55 7.11 8.63 5.06 1.28 6.84 06-2015 06-2022
7.12 7.6 8.7 6.03 0.96 7.36 05-2015 05-2022
8.3 7.87 9.16 7.03 0.77 8.09 04-2015 04-2022
7.72 7.1 8.43 6.4 0.75 7.41 03-2015 03-2022
6.74 7.42 8.65 5.53 1.13 7.09 02-2015 02-2022
7.04 7.31 8.01 6.35 0.59 7.18 01-2015 01-2022
6.7 6.53 8.08 5.17 1.03 6.62 12-2014 12-2021
6.92 7.92 8.74 6.11 0.99 7.42 11-2014 11-2021
8.92 9.3 10.64 7.6 1.08 9.12 10-2014 10-2021
7.74 7.16 9.18 5.75 1.23 7.46 09-2014 09-2021
6.67 6.81 7.93 5.55 0.84 6.74 08-2014 08-2021
6.84 5.27 7.19 4.92 0.98 6.06 07-2014 07-2021
5.8 5.09 6.73 4.18 0.94 5.45 06-2014 06-2021
8.69 5.52 10.21 4.07 2.44 7.12 05-2014 05-2021
9.04 8.36 10.23 7.2 1.1 8.71 04-2014 04-2021
11.95 10.79 13.7 9.08 1.68 11.38 03-2014 03-2021
11.1 13.27 13.98 10.4 1.48 12.19 02-2014 02-2021
10.4 9.91 11.84 8.49 1.2 10.16 01-2014 01-2021
8.69 8.93 10.25 7.39 1.01 8.81 12-2013 12-2020
6.3 7.49 8.92 4.9 1.48 6.9 11-2013 11-2020
6.99 6.24 7.92 5.32 0.96 6.62 10-2013 10-2020
8.27 8.1 10.59 5.83 1.68 8.2 09-2013 09-2020
9.31 9.91 11.42 7.82 1.29 9.62 08-2013 08-2020
7.72 5.96 8.56 5.14 1.36 6.85 07-2013 07-2020
5.16 4.83 7.08 2.95 1.46 5.01 06-2013 06-2020
1.68 1.33 2.77 0.26 0.9 1.51 05-2013 05-2020
1.06 1.98 3.4 -0.33 1.36 1.53 04-2013 04-2020
0.6 4.47 6.44 -1.26 3.05 2.56 03-2013 03-2020
5.2 5.04 7.6 2.69 1.74 5.13 02-2013 02-2020
4.81 4.46 5.78 3.5 0.82 4.64 01-2013 01-2020
4.75 4.95 5.6 4.09 0.54 4.85 12-2012 12-2019
6.36 6.02 7.04 5.34 0.61 6.19 11-2012 11-2019
5.31 5.57 6.9 4 1.03 5.45 10-2012 10-2019
6.36 5.99 7.65 4.72 1.04 6.18 09-2012 09-2019
6.04 6.43 7.75 4.74 1.07 6.24 08-2012 08-2019
6.93 7.74 9.49 5.23 1.53 7.35 07-2012 07-2019
9.01 8.64 10.03 7.64 0.86 8.83 06-2012 06-2019
8.61 8.46 10.01 7.08 1.04 8.54 05-2012 05-2019
8.58 8.03 9.11 7.5 0.6 8.3 04-2012 04-2019
6.96 7.16 8.49 5.65 1.01 7.07 03-2012 03-2019
5.77 5.16 6.95 3.99 1.07 5.47 02-2012 02-2019
10.29 8.17 11.44 7.06 1.72 9.24 01-2012 01-2019
10.11 9.04 11.54 7.64 1.43 9.58 12-2011 12-2018
9.01 7.66 9.99 6.7 1.26 8.34 11-2011 11-2018
6.86 7.72 8.65 5.95 1 7.29 10-2011 10-2018
7.71 8.53 9.67 6.59 1.13 8.12 09-2011 09-2018
9.16 7.69 9.86 7.01 1.13 8.43 08-2011 08-2018
5.87 6.57 7.17 5.27 0.72 6.22 07-2011 07-2018
7.08 7.6 8.65 6.04 0.94 7.34 06-2011 06-2018
7.74 7.87 8.99 6.63 0.84 7.81 05-2011 05-2018

Rolling return for 10 year

Average return: 10.46
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.58 12.9 13.84 11.65 0.78 12.74 04-2015 04-2025
12.51 13.1 14.08 11.54 0.92 12.81 03-2015 03-2025
12.61 12.9 13.81 11.71 0.75 12.76 02-2015 02-2025
12.75 13.47 13.98 12.25 0.66 13.11 01-2015 01-2025
14 13.99 15.15 12.85 0.81 14 12-2014 12-2024
14.03 14.25 14.86 13.42 0.52 14.14 11-2014 11-2024
15.24 15.53 16.52 14.26 0.81 15.39 10-2014 10-2024
15.98 15.22 16.73 14.48 0.84 15.6 09-2014 09-2024
15.8 15.78 16.63 14.95 0.59 15.79 08-2014 08-2024
15.56 14.78 16.24 14.11 0.8 15.17 07-2014 07-2024
13.74 14.04 15.28 12.52 0.98 13.89 06-2014 06-2024
17.22 14.62 18.16 13.71 1.82 15.93 05-2014 05-2024
17.99 17.53 18.95 16.58 0.85 17.76 04-2014 04-2024
19.35 18.32 20.49 17.21 1.22 18.84 03-2014 03-2024
20.02 20.26 20.78 19.5 0.46 20.14 02-2014 02-2024
19.1 18.55 20 17.66 0.85 18.83 01-2014 01-2024
17.57 17.91 18.91 16.58 0.83 17.74 12-2013 12-2023
16.29 16.61 17.69 15.22 0.88 16.45 11-2013 11-2023
17 16.54 17.83 15.72 0.76 16.77 10-2013 10-2023
18.02 16.97 18.85 16.16 1.02 17.5 09-2013 09-2023
18.01 17.17 18.3 16.88 0.58 17.59 08-2013 08-2023
16.42 15.28 17.25 14.46 1.07 15.85 07-2013 07-2023
14.59 13.5 15.21 12.9 0.9 14.05 06-2013 06-2023
12.91 12.08 13.19 11.8 0.57 12.5 05-2013 05-2023
12.68 12.22 13.31 11.59 0.63 12.45 04-2013 04-2023
12.75 11.85 13.32 11.29 0.79 12.3 03-2013 03-2023
12 10.56 12.45 10.12 0.97 11.28 02-2013 02-2023
10.62 10.17 11.14 9.65 0.55 10.39 01-2013 01-2023
10.18 10.65 11.13 9.7 0.53 10.41 12-2012 12-2022
10.79 10.84 11.58 10.05 0.54 10.81 11-2012 11-2022
9.99 9.83 10.79 9.03 0.62 9.91 10-2012 10-2022
10.4 10.33 11.53 9.21 0.82 10.37 09-2012 09-2022
10.79 10.3 11.25 9.83 0.53 10.54 08-2012 08-2022
9.06 8.83 10.06 7.84 0.79 8.95 07-2012 07-2022
8.65 9.16 10.13 7.69 0.88 8.91 06-2012 06-2022
9.63 9.66 10.76 8.55 0.78 9.65 05-2012 05-2022
9.79 9.63 10.4 9.03 0.49 9.71 04-2012 04-2022
9.04 8.6 9.55 8.1 0.54 8.82 03-2012 03-2022
8.46 8.52 9.82 7.18 0.93 8.5 02-2012 02-2022
11.46 9.85 12.16 9.16 1.2 10.66 01-2012 01-2022
10.81 10.05 11.81 9.07 1.01 10.44 12-2011 12-2021
10.05 9.69 11.35 8.41 1.05 9.88 11-2011 11-2021
9.57 10.12 10.78 8.91 0.69 9.84 10-2011 10-2021
8.21 8.42 9.22 7.42 0.64 8.32 09-2011 09-2021
7.7 7.09 8.59 6.21 0.87 7.4 08-2011 08-2021
6.67 6.5 6.92 6.25 0.24 6.59 07-2011 07-2021
6.87 6.8 7.53 6.15 0.49 6.84 06-2011 06-2021
5.81 6.07 6.84 5.05 0.64 5.94 05-2011 05-2021
4.28 4.57 5.07 3.78 0.47 4.43 04-2011 04-2021
5.08 5.49 6.22 4.35 0.68 5.29 03-2011 03-2021
4.23 5.2 6.11 3.33 1.04 4.72 02-2011 02-2021
2.8 2.49 3.74 1.56 0.78 2.65 01-2011 01-2021
1.84 1.33 2.86 0.33 0.91 1.59 12-2010 12-2020
-0.85 -0.81 0.85 -2.49 1.18 -0.83 11-2010 11-2020
-1.59 -1.78 -0.99 -2.38 0.5 -1.69 10-2010 10-2020
-1.19 -0.26 0.29 -1.73 0.79 -0.72 09-2010 09-2020
-0.16 0.31 1.19 -1.02 0.8 0.08 08-2010 08-2020
0.24 0.38 0.78 -0.17 0.34 0.31 07-2010 07-2020
0.16 0.68 1.43 -0.59 0.74 0.42 06-2010 06-2020
-0.65 -0.8 0.1 -1.54 0.58 -0.72 05-2010 05-2020
-1.78 -0.72 -0.2 -2.3 0.83 -1.25 04-2010 04-2020
-1.93 1.56 2.02 -2.38 1.99 -0.18 03-2010 03-2020
2.23 3.32 3.86 1.7 0.86 2.78 02-2010 02-2020
3.38 3.04 4.05 2.38 0.6 3.21 01-2010 01-2020
3.37 3.42 3.96 2.83 0.4 3.4 12-2009 12-2019
5.05 4.09 5.52 3.63 0.75 4.57 11-2009 11-2019
3.78 3.62 4.88 2.53 0.83 3.7 10-2009 10-2019
4.71 3.95 5.6 3.08 0.93 4.33 09-2009 09-2019
5.31 5.5 6.5 4.33 0.77 5.41 08-2009 08-2019
8.59 7.94 10.4 6.17 1.51 8.28 07-2009 07-2019
8.86 7.99 9.57 7.29 0.86 8.43 06-2009 06-2019
12.12 8.74 13.13 7.77 2.24 10.44 05-2009 05-2019
15.37 13.22 15.77 12.83 1.29 14.3 04-2009 04-2019
15.95 15.58 17.11 14.44 0.95 15.77 03-2009 03-2019
13.91 13.74 14.81 12.86 0.69 13.83 02-2009 02-2019
14.33 13.54 15.16 12.72 0.91 13.94 01-2009 01-2019
14.67 14.07 15.72 13.04 0.97 14.38 12-2008 12-2018
15.24 14.31 15.96 13.6 0.9 14.78 11-2008 11-2018
15.03 11.84 16.37 10.55 2.35 13.45 10-2008 10-2018
11.8 11.32 13.22 9.92 1.18 11.56 09-2008 09-2018
11.55 10.89 12.05 10.39 0.63 11.22 08-2008 08-2018
11.95 11.24 12.91 10.29 0.96 11.6 07-2008 07-2018
11.73 10.56 12.87 9.44 1.28 11.15 06-2008 06-2018
9.76 9.72 10.64 8.84 0.64 9.74 05-2008 05-2018
11.42 10.3 11.88 9.85 0.82 10.86 04-2008 04-2018
11.98 10.7 13.23 9.47 1.4 11.34 03-2008 03-2018
11 10.47 11.84 9.64 0.8 10.74 02-2008 02-2018
12.31 8.16 12.83 7.66 2.34 10.24 01-2008 01-2018
9.07 8.28 10.03 7.34 0.99 8.68 12-2007 12-2017
10.98 9.74 11.7 9.04 1.04 10.36 11-2007 11-2017
12.01 11.45 12.94 10.53 0.87 11.73 10-2007 10-2017
12.63 11.87 13.52 11 0.93 12.25 09-2007 09-2017
13.75 13.34 14.6 12.49 0.76 13.54 08-2007 08-2017
12.64 12.59 13.36 11.88 0.52 12.62 07-2007 07-2017
13.06 12.91 13.59 12.38 0.43 12.98 06-2007 06-2017
13.45 13.29 14.29 12.45 0.65 13.37 05-2007 05-2017
15 14.02 15.61 13.42 0.85 14.51 04-2007 04-2017
14.72 14.4 15.41 13.71 0.61 14.56 03-2007 03-2017
13.58 12.9 14.1 12.38 0.65 13.24 02-2007 02-2017
12.22 12.62 13.47 11.38 0.75 12.42 01-2007 01-2017
12.61 12.5 13.62 11.51 0.75 12.56 12-2006 12-2016
11.8 12.64 13.15 11.3 0.72 12.22 11-2006 11-2016
12.53 12.54 13.02 12.05 0.34 12.54 10-2006 10-2016
12.77 12.54 13.42 11.9 0.54 12.66 09-2006 09-2016
14.12 13.1 14.71 12.52 0.85 13.61 08-2006 08-2016
14.03 13.8 15.21 12.64 0.91 13.92 07-2006 07-2016
13.11 11.39 14.12 10.4 1.45 12.25 06-2006 06-2016
10.25 8.5 11.07 7.7 1.34 9.38 05-2006 05-2016
9.12 9.6 10.02 8.7 0.5 9.36 04-2006 04-2016
8.67 9.53 10.17 8.04 0.81 9.1 03-2006 03-2016
8.47 9.29 9.89 7.88 0.77 8.88 02-2006 02-2016
9.2 10.53 11.21 8.54 1.05 9.87 01-2006 01-2016
10.9 11.21 11.65 10.46 0.43 11.05 12-2005 12-2015
11.73 11.4 12.29 10.85 0.52 11.57 11-2005 11-2015
12 11.21 12.96 10.26 0.99 11.61 10-2005 10-2015
10.45 10.13 11.21 9.38 0.66 10.29 09-2005 09-2015
11.07 12.77 13.3 10.56 1.14 11.93 08-2005 08-2015
13.34 12.72 13.94 12.13 0.68 13.03 07-2005 07-2015
12.83 13.15 13.95 12.04 0.68 12.99 06-2005 06-2015
14.24 13.89 15.06 13.08 0.71 14.07 05-2005 05-2015

Rolling return for 12 year

Average return: 10.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.65 15.79 16.73 14.72 0.71 15.72 04-2013 04-2025
15.83 15.91 17.18 14.57 0.92 15.87 03-2013 03-2025
15.26 14.65 16.28 13.64 0.96 14.96 02-2013 02-2025
14.19 14.39 15.23 13.36 0.66 14.29 01-2013 01-2025
14.93 15.47 15.9 14.51 0.53 15.2 12-2012 12-2024
15.87 15.93 16.58 15.22 0.48 15.9 11-2012 11-2024
16.15 16.38 17.23 15.3 0.69 16.27 10-2012 10-2024
17.11 16.68 17.74 16.06 0.61 16.9 09-2012 09-2024
17.06 16.92 17.76 16.22 0.55 16.99 08-2012 08-2024
16.64 16.12 17.21 15.55 0.62 16.38 07-2012 07-2024
15.63 16.07 16.93 14.77 0.78 15.85 06-2012 06-2024
15.76 15.57 16.53 14.81 0.61 15.67 05-2012 05-2024
14.61 14.72 15.39 13.94 0.51 14.66 04-2012 04-2024
13.75 13.83 14.65 12.93 0.61 13.79 03-2012 03-2024
14.01 13.49 14.61 12.89 0.64 13.75 02-2012 02-2024
15.36 14.09 16.09 13.38 1.06 14.73 01-2012 01-2024
14.39 13.96 15.48 12.89 0.93 14.18 12-2011 12-2023
12.11 11.83 13.24 10.72 0.9 11.97 11-2011 11-2023
11.04 11.14 11.7 10.49 0.43 11.09 10-2011 10-2023
10.69 10.65 11.33 10.01 0.47 10.67 09-2011 09-2023
10.49 9.44 10.72 9.22 0.65 9.97 08-2011 08-2023
8.76 9.05 9.41 8.41 0.37 8.91 07-2011 07-2023
8.54 8.41 9.02 7.92 0.39 8.47 06-2011 06-2023
8.33 7.9 8.55 7.67 0.35 8.11 05-2011 05-2023
7.26 7.33 7.76 6.83 0.33 7.29 04-2011 04-2023
7.69 7.52 8.14 7.07 0.38 7.61 03-2011 03-2023
7.81 7.39 8.16 7.03 0.43 7.6 02-2011 02-2023
7.28 6.61 7.7 6.2 0.58 6.95 01-2011 01-2023
6.77 6.21 7.54 5.45 0.76 6.49 12-2010 12-2022
5.85 5.02 6.48 4.4 0.79 5.44 11-2010 11-2022
4.86 4.79 5.5 4.16 0.47 4.83 10-2010 10-2022
5.19 5.61 6.09 4.71 0.51 5.4 09-2010 09-2022
6.1 5.7 6.47 5.33 0.43 5.9 08-2010 08-2022
5.69 6.14 6.5 5.34 0.44 5.92 07-2010 07-2022
5.89 6.43 7.09 5.24 0.68 6.16 06-2010 06-2022
6.95 7.06 7.87 6.15 0.61 7.01 05-2010 05-2022
7.47 7.49 7.96 7 0.34 7.48 04-2010 04-2022
7.51 7.51 7.92 7.1 0.29 7.51 03-2010 03-2022
7.24 7.89 8.35 6.78 0.6 7.56 02-2010 02-2022
7.54 7.23 8.1 6.67 0.52 7.38 01-2010 01-2022
7.08 7.41 7.88 6.61 0.46 7.25 12-2009 12-2021
8.55 8.39 9.63 7.33 0.82 8.48 11-2009 11-2021
8.56 8.46 9.56 7.47 0.74 8.51 10-2009 10-2021
8.36 7.78 9.2 6.95 0.82 8.07 09-2009 09-2021
8.53 8.43 9.28 7.68 0.57 8.48 08-2009 08-2021
10.69 8.85 10.91 8.64 1.03 9.77 07-2009 07-2021
9.55 8.78 10.11 8.23 0.72 9.17 06-2009 06-2021
11.6 8.85 12.5 7.97 1.87 10.23 05-2009 05-2021
12.77 11.39 13.48 10.69 1.1 12.08 04-2009 04-2021
14.03 13.82 15.07 12.79 0.81 13.93 03-2009 03-2021
12.33 13.14 14.02 11.46 0.95 12.74 02-2009 02-2021
11.56 11.09 12.4 10.25 0.78 11.32 01-2009 01-2021
11.2 10.79 12.12 9.87 0.81 10.99 12-2008 12-2020
9.64 9.89 11.21 8.34 1.02 9.77 11-2008 11-2020
9.56 6.53 10.12 5.99 1.81 8.05 10-2008 10-2020
6.12 5.93 7.44 4.63 1 6.03 09-2008 09-2020
5.52 5.78 6.7 4.6 0.75 5.65 08-2008 08-2020
6.34 5.5 6.82 5.03 0.7 5.92 07-2008 07-2020
5.16 4.45 6.27 3.36 1.06 4.81 06-2008 06-2020
2.29 2.21 2.92 1.58 0.47 2.25 05-2008 05-2020
2.32 2.48 3.7 1.12 0.91 2.41 04-2008 04-2020
2.36 3.81 5.79 0.44 1.96 3.1 03-2008 03-2020
3.97 4.27 5.35 2.9 0.87 4.12 02-2008 02-2020
5.42 2.32 5.98 1.77 1.85 3.87 01-2008 01-2020
3.33 2.44 3.82 1.95 0.73 2.88 12-2007 12-2019
4.97 3.82 5.36 3.43 0.79 4.39 11-2007 11-2019
5.32 5.08 6.25 4.17 0.74 5.21 10-2007 10-2019
6.15 5.61 6.9 4.87 0.74 5.88 09-2007 09-2019
6.98 6.99 7.98 5.99 0.7 6.99 08-2007 08-2019
7.3 8.18 8.79 6.7 0.8 7.74 07-2007 07-2019
8.95 8.99 9.54 8.4 0.4 8.97 06-2007 06-2019
8.97 8.98 9.78 8.17 0.57 8.98 05-2007 05-2019
11.04 10.08 11.36 9.76 0.66 10.56 04-2007 04-2019
10.61 10.72 11.53 9.8 0.61 10.66 03-2007 03-2019
9.01 8.76 9.72 8.06 0.59 8.89 02-2007 02-2019
9.45 9.42 10.11 8.76 0.48 9.43 01-2007 01-2019
10.13 10.05 10.96 9.22 0.62 10.09 12-2006 12-2018
9.71 9.87 10.29 9.3 0.35 9.79 11-2006 11-2018
9.2 9.87 10.26 8.81 0.56 9.54 10-2006 10-2018
10.68 11.12 11.84 9.96 0.68 10.9 09-2006 09-2018
12.75 11.85 13.17 11.43 0.69 12.3 08-2006 08-2018
12.74 12.4 13.55 11.6 0.7 12.57 07-2006 07-2018
13.31 11.99 14.28 11.04 1.24 12.66 06-2006 06-2018
11.88 10.46 12.64 9.72 1.15 11.18 05-2006 05-2018
11.58 11.61 11.97 11.22 0.27 11.59 04-2006 04-2018
12.12 12.62 13.16 11.58 0.59 12.37 03-2006 03-2018
13.47 13.67 14.19 12.96 0.44 13.57 02-2006 02-2018
14.1 13.96 14.54 13.52 0.36 14.03 01-2006 01-2018
13.81 14.27 14.65 13.44 0.46 14.04 12-2005 12-2017
14.56 14.41 15.17 13.8 0.49 14.48 11-2005 11-2017
14.56 13.85 15.35 13.07 0.84 14.21 10-2005 10-2017
13.62 13.44 14.37 12.7 0.59 13.53 09-2005 09-2017
13.81 14.09 14.53 13.38 0.42 13.95 08-2005 08-2017
14.55 14.13 15.16 13.53 0.6 14.34 07-2005 07-2017
14.5 14.28 14.95 13.83 0.4 14.39 06-2005 06-2017
15.25 14.99 15.96 14.28 0.6 15.12 05-2005 05-2017
15.22 15.16 15.72 14.65 0.38 15.19 04-2005 04-2017

Rolling return for 15 year

Average return: 10.74
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.45 10.89 11.28 10.07 0.46 10.67 04-2010 04-2025
10.71 11.41 11.74 10.38 0.54 11.06 03-2010 03-2025
11.03 11.43 11.82 10.65 0.44 11.23 02-2010 02-2025
11.23 11.31 12.04 10.51 0.54 11.27 01-2010 01-2025
11.83 12.19 12.58 11.44 0.42 12.01 12-2009 12-2024
12.97 12.49 13.52 11.95 0.58 12.73 11-2009 11-2024
12.79 12.72 13.63 11.88 0.62 12.76 10-2009 10-2024
13.69 12.98 14.17 12.5 0.64 13.34 09-2009 09-2024
14.24 14.07 14.79 13.53 0.45 14.16 08-2009 08-2024
15.82 14.54 16.27 14.09 0.89 15.18 07-2009 07-2024
14.16 14.08 15.19 13.06 0.75 14.12 06-2009 06-2024
16.74 14.31 17.37 13.7 1.56 15.53 05-2009 05-2024
18.06 16.95 18.7 16.31 0.93 17.5 04-2009 04-2024
18.57 18.28 19.32 17.53 0.64 18.43 03-2009 03-2024
18.01 17.77 18.51 17.28 0.44 17.89 02-2009 02-2024
17.1 16.58 17.69 16 0.63 16.84 01-2009 01-2024
16.64 16.4 17.52 15.53 0.71 16.52 12-2008 12-2023
15.69 15.51 16.62 14.59 0.72 15.6 11-2008 11-2023
15.74 13.25 16.29 12.71 1.54 14.5 10-2008 10-2023
12.85 12.1 13.38 11.59 0.69 12.48 09-2008 09-2023
11.83 11.24 12.01 11.05 0.4 11.53 08-2008 08-2023
12.28 11.7 12.82 11.17 0.62 11.99 07-2008 07-2023
11.35 10.22 11.75 9.83 0.79 10.79 06-2008 06-2023
9.55 9.13 9.74 8.94 0.32 9.34 05-2008 05-2023
9.75 9.12 10.16 8.72 0.56 9.44 04-2008 04-2023
10.06 8.78 10.43 8.41 0.85 9.42 03-2008 03-2023
8.66 8.05 8.95 7.77 0.47 8.36 02-2008 02-2023
9.15 6.45 9.49 6.12 1.53 7.8 01-2008 01-2023
7.16 6.63 7.78 6.02 0.65 6.9 12-2007 12-2022
8.14 7.39 8.66 6.88 0.68 7.77 11-2007 11-2022
8.42 7.99 8.94 7.46 0.54 8.2 10-2007 10-2022
8.86 8.55 9.61 7.81 0.65 8.71 09-2007 09-2022
9.95 9.45 10.26 9.14 0.43 9.7 08-2007 08-2022
8.65 8.81 9.31 8.16 0.41 8.73 07-2007 07-2022
8.72 9.27 9.7 8.29 0.54 9 06-2007 06-2022
9.58 9.68 10.33 8.93 0.5 9.63 05-2007 05-2022
11.37 10.75 11.78 10.34 0.55 11.06 04-2007 04-2022
11.29 10.98 11.63 10.64 0.37 11.13 03-2007 03-2022
10.19 10.33 11.11 9.42 0.6 10.26 02-2007 02-2022
10.38 10.29 10.85 9.83 0.36 10.34 01-2007 01-2022
10.59 10.53 11.26 9.87 0.49 10.56 12-2006 12-2021
10.26 10.8 11.13 9.93 0.47 10.53 11-2006 11-2021
10.55 11.05 11.36 10.24 0.43 10.8 10-2006 10-2021
10.41 10.53 11.1 9.84 0.45 10.47 09-2006 09-2021
11.02 10.59 11.64 9.98 0.61 10.81 08-2006 08-2021
11.89 11.16 12.07 10.98 0.46 11.53 07-2006 07-2021
11.89 10.55 12.35 10.1 0.93 11.22 06-2006 06-2021
9.71 8.71 10.42 8.01 0.92 9.21 05-2006 05-2021
8.38 8.65 8.93 8.1 0.31 8.52 04-2006 04-2021
8.95 9.32 9.74 8.53 0.45 9.13 03-2006 03-2021
8.55 9.46 9.86 8.16 0.68 9.01 02-2006 02-2021
8.1 8.32 8.76 7.67 0.39 8.21 01-2006 01-2021
7.74 8.17 8.45 7.45 0.38 7.95 12-2005 12-2020
6.86 7.51 8.08 6.29 0.67 7.19 11-2005 11-2020
6.75 6.07 7.18 5.64 0.6 6.41 10-2005 10-2020
6.12 6.48 7.17 5.43 0.63 6.3 09-2005 09-2020
6.62 7.25 7.58 6.3 0.5 6.94 08-2005 08-2020
7.2 6.82 7.59 6.44 0.43 7.01 07-2005 07-2020
6.75 7.15 7.65 6.25 0.51 6.95 06-2005 06-2020
6.48 6.29 7.01 5.76 0.45 6.38 05-2005 05-2020
5.99 6.7 7.13 5.57 0.61 6.35 04-2005 04-2020