NIFTY AQLV 30 PLUS 5YR G-SEC 70:30 INDEX

Index type: Multi Asset Mean-Variance Ratio (MVR): 2.48 Weighted mean CAGR by duration: 13.16 Mean CAGR: 11.65 Standard deviation CAGR: 4.7 Range for CAGR: 13.22

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -7.22 15.61 2.08 2.42
3 year 11.08 19.66 15.70 15.64
5 year 9.29 20.14 13.80 13.82
7 year 11.14 15.98 13.23 13.28
10 year 12.73 13.42 13.07 13.07

Rolling return for 1 year

Average return: 2.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.97 8.41 13.71 3.9 3.47 8.75 03-2025 03-2026
10.31 7.11 15.61 2.2 4.88 8.81 02-2025 02-2026
5.87 3.7 9.64 0.13 3.45 4.84 01-2025 01-2026
3.24 1.98 5.09 0.18 1.79 2.62 12-2024 12-2025
4.51 2.17 6.37 0.39 2.27 3.36 11-2024 11-2025
0.41 -3.89 2.99 -6.29 3.62 -1.69 10-2024 10-2025
-4.3 -4.68 -1.69 -7.22 1.96 -4.47 09-2024 09-2025
-2.97 -3.78 -0.44 -6.23 2.07 -3.35 08-2024 08-2025
-0.26 -2.6 1.99 -4.75 2.52 -1.41 07-2024 07-2025
5.9 0.9 7.59 -0.69 3.42 3.43 06-2024 06-2025
4.67 3.41 8.7 -0.42 3.26 4.09 05-2024 05-2025
1.96 5.96 8.5 -0.43 3.46 4 04-2024 04-2025

Rolling return for 3 year

Average return: 15.64
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.04 15.76 16.68 14.13 0.94 15.4 03-2023 03-2026
15.38 16.3 17.2 14.5 1.01 15.84 02-2023 02-2026
15.54 16.19 16.89 14.85 0.76 15.87 01-2023 01-2026
15.96 15.12 16.65 14.44 0.84 15.54 12-2022 12-2025
15.59 15.15 16.27 14.48 0.65 15.37 11-2022 11-2025
16.27 16.22 17.26 15.24 0.71 16.25 10-2022 10-2025
15.88 15.69 16.92 14.66 0.8 15.79 09-2022 09-2025
14.84 14.88 15.83 13.9 0.68 14.86 08-2022 08-2025
17.48 15.92 18.35 15.06 1.29 16.7 07-2022 07-2025
18.78 17.31 19.42 16.69 1.1 18.05 06-2022 06-2025
16.46 15.85 17.94 14.4 1.27 16.16 05-2022 05-2025
12.74 13.63 15.1 11.3 1.38 13.19 04-2022 04-2025
13.24 12.86 15.05 11.08 1.41 13.06 03-2022 03-2025
13.11 13.99 16.02 11.12 1.76 13.56 02-2022 02-2025
14.21 13.81 16.35 11.72 1.64 14.02 01-2022 01-2025
15.28 14.81 16.44 13.66 1 15.05 12-2021 12-2024
14.34 14.64 15.89 13.11 0.99 14.5 11-2021 11-2024
15.24 16.41 17.92 13.76 1.53 15.83 10-2021 10-2024
16.94 16.59 18.15 15.39 0.98 16.77 09-2021 09-2024
17.66 17.23 19.01 15.9 1.11 17.45 08-2021 08-2024
17.72 18.69 19.54 16.88 1 18.21 07-2021 07-2024
16.08 17.86 18.59 15.37 1.3 16.97 06-2021 06-2024
17.16 17.25 19.13 15.32 1.35 17.21 05-2021 05-2024
16.43 16.49 17.35 15.58 0.63 16.46 04-2021 04-2024
16.95 16.82 18.01 15.78 0.79 16.89 03-2021 03-2024
15.91 15.71 17.49 14.16 1.18 15.82 02-2021 02-2024
14.84 13.94 15.74 13.06 1 14.4 01-2021 01-2024
14.67 14.65 16.72 12.64 1.44 14.67 12-2020 12-2023
13.37 14.37 16.22 11.57 1.68 13.88 11-2020 11-2023
13.67 13.78 14.65 12.81 0.65 13.73 10-2020 10-2023
14.81 14.69 15.9 13.6 0.81 14.75 09-2020 09-2023
15.04 14.75 15.62 14.18 0.52 14.9 08-2020 08-2023
16.32 15.48 17.46 14.36 1.14 15.9 07-2020 07-2023
16.41 16.29 17.44 15.27 0.77 16.35 06-2020 06-2023
17.43 16.6 18.72 15.33 1.23 17.02 05-2020 05-2023
18.3 14.85 19.66 13.55 2.48 16.59 04-2020 04-2023

Rolling return for 5 year

Average return: 13.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.02 12.3 12.98 11.34 0.59 12.16 03-2021 03-2026
12.33 12.35 13.38 11.3 0.74 12.34 02-2021 02-2026
12.4 12.14 13.19 11.36 0.65 12.27 01-2021 01-2026
13.81 12.99 14.21 12.59 0.64 13.4 12-2020 12-2025
14.89 14.19 15.3 13.79 0.59 14.54 11-2020 11-2025
14.98 15.04 15.57 14.46 0.39 15.01 10-2020 10-2025
15.59 15.48 16.21 14.86 0.48 15.54 09-2020 09-2025
15.37 15.44 15.96 14.85 0.39 15.4 08-2020 08-2025
16.62 15.95 17.14 15.43 0.65 16.29 07-2020 07-2025
17.27 16.95 17.65 16.58 0.39 17.11 06-2020 06-2025
17.99 17.6 18.89 16.72 0.78 17.8 05-2020 05-2025
18.21 16.78 19.69 15.33 1.62 17.5 04-2020 04-2025
19 15.1 20.14 14.01 2.57 17.06 03-2020 03-2025
14.47 15.2 16.23 13.45 1.02 14.84 02-2020 02-2025
15.69 16.26 16.99 14.97 0.74 15.98 01-2020 01-2025
16.83 17.02 17.53 16.32 0.43 16.92 12-2019 12-2024
16.33 16.61 17.27 15.68 0.57 16.47 11-2019 11-2024
17.51 18.03 19.15 16.41 0.99 17.77 10-2019 10-2024
19.26 18.8 20 18.07 0.7 19.03 09-2019 09-2024
18.97 18.92 19.79 18.11 0.59 18.95 08-2019 08-2024
18.49 18.75 19.59 17.66 0.69 18.62 07-2019 07-2024
16.47 17.35 17.97 15.86 0.81 16.91 06-2019 06-2024
16.52 16.88 17.68 15.72 0.7 16.7 05-2019 05-2024
15.19 15.44 15.73 14.9 0.31 15.32 04-2019 04-2024
15.34 15.51 15.96 14.89 0.38 15.43 03-2019 03-2024
15.25 15.34 16.19 14.41 0.63 15.3 02-2019 02-2024
14.68 14.82 15.22 14.28 0.34 14.75 01-2019 01-2024
13.72 13.94 14.93 12.73 0.78 13.83 12-2018 12-2023
12.39 13.03 14.07 11.37 0.98 12.71 11-2018 11-2023
12.67 12.04 13.25 11.46 0.67 12.36 10-2018 10-2023
11.58 11.27 12.22 10.64 0.57 11.43 09-2018 09-2023
11.08 10.69 11.41 10.36 0.4 10.88 08-2018 08-2023
11.57 11.33 12.23 10.69 0.55 11.45 07-2018 07-2023
11.26 11.44 11.85 10.85 0.36 11.35 06-2018 06-2023
10.69 10.94 11.42 10.21 0.44 10.81 05-2018 05-2023
10.03 10.03 10.79 9.29 0.53 10.04 04-2018 04-2023
10.06 10.15 10.58 9.63 0.34 10.11 03-2018 03-2023
10.08 9.99 10.59 9.48 0.39 10.04 02-2018 02-2023
9.66 9.83 10.05 9.43 0.23 9.74 01-2018 01-2023
10.4 10.46 11.28 9.59 0.6 10.43 12-2017 12-2022
10.82 11.02 11.46 10.37 0.39 10.92 11-2017 11-2022
10.66 10.65 11.25 10.06 0.42 10.66 10-2017 10-2022
10.97 10.85 11.68 10.15 0.54 10.91 09-2017 09-2022
11.29 11.21 11.84 10.66 0.42 11.25 08-2017 08-2022
10.33 11.08 11.72 9.7 0.76 10.71 07-2017 07-2022
9.88 10.63 11.06 9.45 0.63 10.26 06-2017 06-2022
10.93 11.58 12.13 10.4 0.65 11.26 05-2017 05-2022
12.16 12.45 13.03 11.58 0.52 12.3 04-2017 04-2022
12.17 12.73 13.47 11.44 0.74 12.45 03-2017 03-2022
12.46 13.17 13.66 11.98 0.64 12.82 02-2017 02-2022
14.06 14.47 15.57 12.97 0.93 14.27 01-2017 01-2022
15.15 15.08 16.13 14.11 0.71 15.12 12-2016 12-2021
15.05 14.21 15.79 13.47 0.87 14.63 11-2016 11-2021
13.77 14.16 14.66 13.28 0.51 13.97 10-2016 10-2021
13.9 14.36 14.81 13.45 0.51 14.13 09-2016 09-2021
13.41 13.67 14.44 12.65 0.64 13.54 08-2016 08-2021
13.82 13.3 14.32 12.82 0.56 13.56 07-2016 07-2021
14.07 13.98 14.5 13.56 0.33 14.03 06-2016 06-2021
13.55 14 14.64 12.92 0.63 13.78 05-2016 05-2021
14 13.74 14.5 13.25 0.45 13.87 04-2016 04-2021

Rolling return for 7 year

Average return: 13.28
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.29 12.66 12.97 11.98 0.37 12.47 03-2019 03-2026
12.88 13.04 13.64 12.29 0.48 12.96 02-2019 02-2026
12.99 13.27 13.55 12.7 0.32 13.13 01-2019 01-2026
13.37 12.96 13.66 12.67 0.38 13.16 12-2018 12-2025
13.74 13.29 14.03 13 0.4 13.52 11-2018 11-2025
13.88 13.42 14.3 13.01 0.48 13.65 10-2018 10-2025
13.04 12.79 13.48 12.36 0.41 12.92 09-2018 09-2025
12.43 12.31 12.84 11.9 0.34 12.37 08-2018 08-2025
13.11 12.83 13.47 12.47 0.37 12.97 07-2018 07-2025
13.3 13.26 13.56 13 0.2 13.28 06-2018 06-2025
12.96 13.22 13.57 12.61 0.35 13.09 05-2018 05-2025
12.27 12.72 13.27 11.73 0.57 12.5 04-2018 04-2025
12.33 12.78 13.1 12.01 0.42 12.55 03-2018 03-2025
12.29 13.08 13.52 11.85 0.65 12.68 02-2018 02-2025
12.7 13.44 13.61 12.54 0.46 13.07 01-2018 01-2025
13.84 13.73 14.33 13.24 0.39 13.79 12-2017 12-2024
13.78 14.11 14.44 13.46 0.37 13.95 11-2017 11-2024
14.61 15.3 15.75 14.17 0.61 14.96 10-2017 10-2024
15.46 15.36 15.98 14.85 0.4 15.41 09-2017 09-2024
15.03 15.13 15.59 14.57 0.36 15.08 08-2017 08-2024
14.99 15.27 15.75 14.51 0.45 15.13 07-2017 07-2024
14.21 14.94 15.26 13.89 0.55 14.57 06-2017 06-2024
14.21 14.63 15.03 13.82 0.45 14.42 05-2017 05-2024
13.95 13.91 14.33 13.53 0.28 13.93 04-2017 04-2024
14.29 14.2 14.73 13.76 0.34 14.25 03-2017 03-2024
13.99 14.3 14.65 13.64 0.37 14.14 02-2017 02-2024
14.43 14.03 14.81 13.65 0.43 14.23 01-2017 01-2024
14.17 14.3 15.04 13.43 0.57 14.23 12-2016 12-2023
12.58 12.67 13.78 11.48 0.81 12.63 11-2016 11-2023
11.49 11.55 11.9 11.14 0.27 11.52 10-2016 10-2023
11.56 11.71 12.02 11.25 0.28 11.64 09-2016 09-2023
11.99 11.69 12.23 11.45 0.3 11.84 08-2016 08-2023
12.42 12.17 12.89 11.7 0.43 12.29 07-2016 07-2023
12.47 12.52 12.89 12.1 0.28 12.5 06-2016 06-2023
12.28 12.36 12.81 11.84 0.34 12.32 05-2016 05-2023
12.09 12.1 12.63 11.56 0.38 12.1 04-2016 04-2023
12.05 12.13 12.43 11.75 0.24 12.09 03-2016 03-2023

Rolling return for 10 year

Average return: 13.07
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.94 13.21 13.42 12.73 0.26 13.07 03-2016 03-2026