NIFTY CORE HOUSING

Index type: Equity Mean-Variance Ratio (MVR): 1.52 Weighted mean CAGR by duration: 12.2 Mean CAGR: 10.21 Standard deviation CAGR: 6.72 Range for CAGR: 18.96

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -13.48 13.99 -3.73 -2.85
3 year 6.13 29.67 15.02 16.11
5 year 4.43 26.11 14.21 13.96
7 year 8.69 16.29 12.11 12.19
10 year 10.78 12.53 11.66 11.66

Rolling return for 1 year

Average return: -2.85
Min Max Min-Max Max-Min Standard Deviation Mean From To
-2.37 -1.85 8.73 -11.86 7.29 -1.84 03-2025 03-2026
4.04 0.38 13.99 -8.38 8.02 2.51 02-2025 02-2026
-1.35 -4.45 8.95 -13.48 8.01 -2.58 01-2025 01-2026
-6.51 -8.54 -2.24 -12.54 3.71 -7.46 12-2024 12-2025
0.97 -2.57 4.54 -5.89 3.89 -0.74 11-2024 11-2025
-3.91 -8.68 0.77 -12.92 5.13 -6.18 10-2024 10-2025
-8.86 -7.52 -2.97 -13.14 3.63 -8.12 09-2024 09-2025
-3.54 -4.09 1.52 -8.87 3.68 -3.75 08-2024 08-2025
-5.28 -4.38 -1.09 -8.44 2.62 -4.8 07-2024 07-2025
0.95 -4.32 7.98 -10.55 6.81 -1.49 06-2024 06-2025
0 0.39 8.6 -7.55 5.71 0.36 05-2024 05-2025
-4.39 3.92 9.03 -8.87 6.98 -0.08 04-2024 04-2025

Rolling return for 3 year

Average return: 16.11
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.04 12.46 14.06 8.5 2.14 11.27 03-2023 03-2026
12.14 14.47 15.61 11.03 1.82 13.31 02-2023 02-2026
13.06 13.82 16.86 10.12 2.4 13.46 01-2023 01-2026
12.66 11.9 14.35 10.24 1.48 12.29 12-2022 12-2025
13.37 13.19 14.68 11.89 0.99 13.28 11-2022 11-2025
14.46 14.99 16.29 13.18 1.12 14.73 10-2022 10-2025
13.99 13.54 16.4 11.19 1.85 13.78 09-2022 09-2025
14.34 14.72 16.3 12.78 1.25 14.54 08-2022 08-2025
19.84 16.79 21.59 15.11 2.53 18.33 07-2022 07-2025
20.36 18.45 23.09 15.82 2.66 19.43 06-2022 06-2025
15.7 14.22 18.93 11.12 2.81 14.99 05-2022 05-2025
9.99 12.83 14.91 8 2.64 11.43 04-2022 04-2025
13.39 13.01 17.33 9.22 2.87 13.24 03-2022 03-2025
10.24 10.73 15.02 6.13 3.15 10.53 02-2022 02-2025
10.46 11.43 15.4 6.66 3.11 10.99 01-2022 01-2025
13.44 13.55 15.98 11.06 1.74 13.51 12-2021 12-2024
10.77 10.21 13.4 7.65 2.04 10.51 11-2021 11-2024
12.2 13.62 15.95 9.95 2.18 12.93 10-2021 10-2024
14.24 14.19 16.08 12.37 1.31 14.22 09-2021 09-2024
14.67 15.03 16.87 12.87 1.42 14.86 08-2021 08-2024
17.3 16.12 18.63 14.81 1.41 16.71 07-2021 07-2024
13.69 17.1 18.37 12.47 2.41 15.41 06-2021 06-2024
15.1 15.3 18.15 12.32 2.06 15.22 05-2021 05-2024
15.48 14.44 17.34 12.62 1.71 14.97 04-2021 04-2024
12.67 13.59 15.14 11.16 1.44 13.14 03-2021 03-2024
15.4 13.39 16.89 11.95 1.89 14.41 02-2021 02-2024
16.48 15.45 18.43 13.55 1.76 15.98 01-2021 01-2024
17.77 17.59 21.02 14.43 2.33 17.7 12-2020 12-2023
18.14 18.1 21.33 14.99 2.24 18.14 11-2020 11-2023
21.14 20.08 23.54 17.75 2.08 20.63 10-2020 10-2023
24.96 23.36 26.29 22.05 1.6 24.16 09-2020 09-2023
23.6 21.74 25.03 20.35 1.78 22.68 08-2020 08-2023
24.31 23.99 25.86 22.46 1.21 24.15 07-2020 07-2023
24.23 23.31 25.9 21.68 1.53 23.78 06-2020 06-2023
27.58 24.91 29.67 22.91 2.57 26.27 05-2020 05-2023
27.53 22.26 29.01 20.86 3.43 24.92 04-2020 04-2023

Rolling return for 5 year

Average return: 13.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.76 8.2 9.08 5.89 1.24 7.48 03-2021 03-2026
9.21 9.21 11.22 7.24 1.41 9.22 02-2021 02-2026
10.74 11.24 12.96 9.05 1.39 11 01-2021 01-2026
13.4 12.46 14.42 11.46 1.1 12.94 12-2020 12-2025
16.41 15.34 17.22 14.54 1.02 15.88 11-2020 11-2025
18.46 17.57 19.59 16.46 1.15 18.02 10-2020 10-2025
20.03 19.84 21.54 18.35 1.13 19.94 09-2020 09-2025
20.44 19.74 21.68 18.53 1.14 20.1 08-2020 08-2025
21.38 21.34 22.43 20.29 0.76 21.36 07-2020 07-2025
21.13 21.25 22.77 19.63 1.11 21.19 06-2020 06-2025
23.35 22.62 25.4 20.62 1.71 23 05-2020 05-2025
22.84 22.11 26.11 18.94 2.55 22.5 04-2020 04-2025
22.85 16.41 25.39 14.05 4.61 19.68 03-2020 03-2025
14.32 15.33 17.26 12.43 1.74 14.84 02-2020 02-2025
15.78 16.97 18.86 13.94 1.79 16.39 01-2020 01-2025
18.35 19.2 19.94 17.62 0.87 18.78 12-2019 12-2024
17.32 18.18 18.98 16.53 0.92 17.75 11-2019 11-2024
20.11 20.61 22.5 18.26 1.51 20.37 10-2019 10-2024
21.61 20.04 22.78 18.89 1.48 20.83 09-2019 09-2024
20.33 20.08 21.7 18.72 1.06 20.21 08-2019 08-2024
19.83 18.98 20.64 18.18 0.92 19.41 07-2019 07-2024
16.67 17.89 19.53 15.08 1.63 17.29 06-2019 06-2024
17.03 16.52 18.88 14.71 1.49 16.79 05-2019 05-2024
15.9 16.03 17.02 14.92 0.74 15.97 04-2019 04-2024
16.28 15.73 17.8 14.24 1.27 16.01 03-2019 03-2024
18.11 17.71 19.02 16.81 0.79 17.91 02-2019 02-2024
17.05 16.22 18.23 15.07 1.16 16.64 01-2019 01-2024
15.93 15.77 17.84 13.9 1.39 15.86 12-2018 12-2023
14.17 14.5 16.01 12.68 1.18 14.34 11-2018 11-2023
15.37 13.82 16.74 12.49 1.6 14.61 10-2018 10-2023
13.16 10.66 13.88 9.96 1.64 11.92 09-2018 09-2023
9.6 9.66 10.36 8.91 0.51 9.63 08-2018 08-2023
10.98 9.9 11.81 9.08 1.04 10.44 07-2018 07-2023
10.31 10.41 11.2 9.53 0.59 10.36 06-2018 06-2023
8.72 8.41 9.78 7.36 0.86 8.57 05-2018 05-2023
7.63 7.27 8.38 6.53 0.67 7.45 04-2018 04-2023
7.61 7.62 8.53 6.71 0.64 7.62 03-2018 03-2023
7.17 6.37 7.81 5.74 0.78 6.77 02-2018 02-2023
6.24 6.96 7.93 5.28 0.97 6.6 01-2018 01-2023
8.3 8.58 9.72 7.17 0.91 8.44 12-2017 12-2022
8.26 8.4 9.11 7.55 0.55 8.33 11-2017 11-2022
7.72 7.56 8.45 6.84 0.57 7.64 10-2017 10-2022
8.46 8.5 10.09 6.89 1.13 8.48 09-2017 09-2022
8.79 8.65 9.69 7.76 0.68 8.72 08-2017 08-2022
6.1 7.78 8.69 5.21 1.37 6.95 07-2017 07-2022
5.15 6.87 7.6 4.43 1.28 6.01 06-2017 06-2022
7.26 8.44 9.89 5.85 1.49 7.86 05-2017 05-2022
10.12 10.04 11.33 8.85 0.88 10.08 04-2017 04-2022
9.54 10.26 12.04 7.8 1.52 9.91 03-2017 03-2022
11.69 13.65 14.27 11.09 1.32 12.68 02-2017 02-2022
15.84 15.92 18.3 13.51 1.69 15.89 01-2017 01-2022
17.4 16.75 18.9 15.28 1.3 17.08 12-2016 12-2021
17.8 14.95 19.84 12.99 2.62 16.39 11-2016 11-2021
13.46 13.85 14.85 12.47 0.85 13.66 10-2016 10-2021
13.58 13.74 14.71 12.62 0.74 13.66 09-2016 09-2021
12.88 12.88 13.95 11.81 0.76 12.88 08-2016 08-2021
13.8 13.36 15.27 11.92 1.19 13.59 07-2016 07-2021
14.46 14.24 15.21 13.51 0.61 14.36 06-2016 06-2021
14.47 14.48 16.16 12.81 1.18 14.48 05-2016 05-2021
14.79 15.29 16.53 13.57 1.06 15.04 04-2016 04-2021

Rolling return for 7 year

Average return: 12.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.88 11.18 12.6 9.49 1.1 11.04 03-2019 03-2026
12.8 13.38 14.28 11.91 0.86 13.09 02-2019 02-2026
12.74 12.96 14.35 11.37 1.06 12.86 01-2019 01-2026
13.35 12.64 14.08 11.93 0.8 13 12-2018 12-2025
14.08 13.58 14.65 13.02 0.6 13.83 11-2018 11-2025
15.14 13.84 15.92 13.07 1.11 14.49 10-2018 10-2025
13.11 11.81 14.13 10.82 1.26 12.47 09-2018 09-2025
11.35 11.66 12.17 10.85 0.48 11.51 08-2018 08-2025
12.7 12.01 13.4 11.32 0.77 12.36 07-2018 07-2025
12.08 12.59 13.16 11.51 0.61 12.34 06-2018 06-2025
11.09 11.4 12.41 10.1 0.82 11.25 05-2018 05-2025
9.99 11.26 12.08 9.19 1.12 10.63 04-2018 04-2025
10.17 11.12 11.79 9.51 0.87 10.65 03-2018 03-2025
9.74 10.68 11.75 8.69 1.13 10.21 02-2018 02-2025
10.27 11.63 12.36 9.56 1.1 10.96 01-2018 01-2025
12.49 12.72 13.57 11.65 0.68 12.61 12-2017 12-2024
11.52 12.12 12.65 11 0.62 11.82 11-2017 11-2024
12.38 13.31 13.97 11.72 0.86 12.85 10-2017 10-2024
13.59 13.18 14.37 12.41 0.71 13.39 09-2017 09-2024
13.06 13.21 13.98 12.3 0.6 13.14 08-2017 08-2024
13.61 13.48 14.16 12.93 0.44 13.54 07-2017 07-2024
12.07 13.47 14.02 11.52 1.01 12.77 06-2017 06-2024
11.92 12.11 13.18 10.86 0.82 12.02 05-2017 05-2024
12.31 12.14 13.08 11.38 0.6 12.23 04-2017 04-2024
12.75 12.51 13.8 11.47 0.83 12.63 03-2017 03-2024
13.3 13.49 13.93 12.87 0.38 13.4 02-2017 02-2024
14.82 13.98 15.65 13.17 0.93 14.4 01-2017 01-2024
14.94 14.79 16.29 13.45 1.01 14.87 12-2016 12-2023
13.33 11.27 14.63 10 1.79 12.31 11-2016 11-2023
9.97 10.21 10.9 9.29 0.58 10.09 10-2016 10-2023
10.5 10.33 11.01 9.83 0.42 10.42 09-2016 09-2023
10.3 10.1 10.84 9.56 0.46 10.2 08-2016 08-2023
11.39 10.66 11.98 10.07 0.72 11.03 07-2016 07-2023
11.51 11.47 12.15 10.84 0.46 11.49 06-2016 06-2023
11.77 11.39 12.55 10.61 0.7 11.58 05-2016 05-2023
11.75 11.45 12.3 10.9 0.51 11.6 04-2016 04-2023
11.88 11.77 12.57 11.09 0.52 11.83 03-2016 03-2023

Rolling return for 10 year

Average return: 11.66
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.33 11.98 12.53 10.78 0.66 11.66 03-2016 03-2026