NIFTY REALTY

Index type: Equity Mean-Variance Ratio (MVR): 1.09 Weighted mean CAGR by duration: 19.01 Mean CAGR: 15.74 Standard deviation CAGR: 14.47 Range for CAGR: 43.86

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -29.83 12.76 -11.63 -10.98
3 year 16.38 51.82 31.98 32.88
5 year 1.36 43.00 21.24 20.94
7 year 11.96 26.97 18.93 18.95
10 year 15.79 18.08 16.93 16.93

Rolling return for 1 year

Average return: -10.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
-12.52 -13.24 -1.58 -22.89 7.55 -12.56 03-2025 03-2026
-5.13 -11.64 8.68 -22.87 11.41 -7.74 02-2025 02-2026
-11.62 -12.98 9.6 -29.83 13.99 -11.21 01-2025 01-2026
-16.19 -20.12 -10.58 -25.13 5.33 -18 12-2024 12-2025
-4.86 -6.67 4.81 -15.28 7.14 -5.5 11-2024 11-2025
-9.37 -12.7 0.73 -21.45 7.94 -10.7 10-2024 10-2025
-15.61 -18.11 -8.65 -24.35 5.62 -16.68 09-2024 09-2025
-11.61 -15.34 -5.24 -21.03 5.74 -13.31 08-2024 08-2025
-13.5 -11.5 -3.31 -20.83 6.24 -12.29 07-2024 07-2025
1.3 -9.3 12.76 -18.52 11.69 -3.44 06-2024 06-2025
-11.59 -7.57 5.21 -22.33 9.85 -9.07 05-2024 05-2025
-15.21 -7.98 0.17 -22.1 8.28 -11.28 04-2024 04-2025

Rolling return for 3 year

Average return: 32.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.72 22.74 27.63 18.01 3.4 22.77 03-2023 03-2026
25.37 26.79 31.18 21.18 3.57 26.13 02-2023 02-2026
22.73 27.86 31.86 19.02 4.89 25.37 01-2023 01-2026
27.92 24.79 30.71 22.12 3.23 26.38 12-2022 12-2025
26.69 28.93 30.84 24.84 2.26 27.83 11-2022 11-2025
28.16 29.87 32.76 25.37 2.68 29.04 10-2022 10-2025
28.04 24.53 31.47 21.28 3.81 26.33 09-2022 09-2025
26.43 26.06 29.4 23.17 2.21 26.27 08-2022 08-2025
33.17 30.44 38.21 25.68 4.53 31.88 07-2022 07-2025
37.12 36.15 42.11 31.37 3.81 36.69 06-2022 06-2025
29.8 28.78 37.55 21.52 5.68 29.41 05-2022 05-2025
21.22 23.31 28.14 16.65 4.13 22.33 04-2022 04-2025
26.23 24 31.65 18.89 4.58 25.19 03-2022 03-2025
24.41 24.69 33.29 16.38 5.98 24.69 02-2022 02-2025
23.39 26.12 33.26 16.79 5.9 24.89 01-2022 01-2025
31.98 29.37 37.04 24.59 4.5 30.74 12-2021 12-2024
25.47 23.02 30.43 18.35 4.36 24.32 11-2021 11-2024
25.53 26.09 31.66 20.22 4.05 25.88 10-2021 10-2024
38.09 29.92 43.21 25.27 6.97 34.12 09-2021 09-2024
39.01 37.46 44.33 32.39 4.26 38.3 08-2021 08-2024
45.01 40.99 49.36 36.89 4.63 43.06 07-2021 07-2024
41.19 46.94 51.82 36.65 5.74 44.15 06-2021 06-2024
45 45.37 51.4 39.23 4.31 45.25 05-2021 05-2024
44.66 42.89 48.81 38.91 3.56 43.82 04-2021 04-2024
36.63 36.82 43.48 30.28 4.67 36.8 03-2021 03-2024
39.87 36.97 45.17 31.98 4.78 38.5 02-2021 02-2024
36.98 37.18 43.76 30.71 4.62 37.16 01-2021 01-2024
39.76 35.41 44 31.43 4.7 37.65 12-2020 12-2023
39.34 39.74 47.55 31.97 5.51 39.65 11-2020 11-2023
39.03 37.34 43.89 32.7 4 38.24 10-2020 10-2023
39.93 37.64 43.43 34.28 3.33 38.82 09-2020 09-2023
38.11 33.48 41.92 29.9 4.55 35.85 08-2020 08-2023
39.15 39.3 43.52 35.05 3 39.25 07-2020 07-2023
37.91 33.08 42.34 28.95 5.03 35.57 06-2020 06-2023
40.09 38.12 43.98 34.39 3.46 39.15 05-2020 05-2023
31.9 32.3 38.23 26.25 4.24 32.17 04-2020 04-2023

Rolling return for 5 year

Average return: 20.94
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.66 16.08 19.44 13.38 2.15 16.39 03-2021 03-2026
19.64 18.72 22.93 15.54 2.63 19.21 02-2021 02-2026
19.78 21.58 25.04 16.46 3.1 20.71 01-2021 01-2026
26.51 23.52 28.16 21.93 2.44 25.03 12-2020 12-2025
31.71 29.97 34.28 27.48 2.48 30.86 11-2020 11-2025
33.04 32.14 35.88 29.37 2.32 32.61 10-2020 10-2025
33.52 32.34 35.65 30.26 1.95 32.94 09-2020 09-2025
34.43 31.39 36.31 29.58 2.61 32.93 08-2020 08-2025
36.24 36.83 39.3 33.81 1.95 36.55 07-2020 07-2025
38.84 36.24 41.85 33.35 3.14 37.57 06-2020 06-2025
38.12 39.48 43 34.71 2.97 38.83 05-2020 05-2025
35.32 36.27 39.9 31.81 2.88 35.83 04-2020 04-2025
36.48 25.17 39.97 22.05 7.49 30.92 03-2020 03-2025
23.34 23.55 28.55 18.54 3.54 23.5 02-2020 02-2025
23.58 26.05 29.42 20.36 3.32 24.85 01-2020 01-2025
29.68 30.63 32.64 27.72 1.77 30.17 12-2019 12-2024
28.38 29.55 31.4 26.58 1.75 28.98 11-2019 11-2024
31.76 32.29 35.58 28.56 2.49 32.05 10-2019 10-2024
32.37 32.78 35.3 29.9 1.91 32.59 09-2019 09-2024
33 32.48 36.03 29.53 2.31 32.76 08-2019 08-2024
32.1 31.01 34.46 28.71 2.07 31.57 07-2019 07-2024
28.69 31.72 34.42 26.11 3.13 30.23 06-2019 06-2024
30.44 29.29 33.86 25.98 2.82 29.89 05-2019 05-2024
28.69 28.29 30.89 26.13 1.69 28.5 04-2019 04-2024
28.64 28.08 32.47 24.38 2.87 28.39 03-2019 03-2024
30.47 31.02 33.4 28.14 1.87 30.76 02-2019 02-2024
28.06 29.78 31.83 26.07 2.13 28.93 01-2019 01-2024
26.66 26.18 28.95 23.94 1.78 26.43 12-2018 12-2023
22.94 25.19 27.24 20.96 2.36 24.08 11-2018 11-2023
23.05 23.13 25.61 20.62 1.76 23.1 10-2018 10-2023
20.64 16.72 22.44 15 2.97 18.7 09-2018 09-2023
14.41 15.13 16.29 13.26 1.1 14.77 08-2018 08-2023
15.58 15.49 17.74 13.37 1.55 15.54 07-2018 07-2023
12.75 12.24 14.91 10.14 1.7 12.51 06-2018 06-2023
8.87 8.19 10.67 6.43 1.52 8.54 05-2018 05-2023
5.74 6.48 8.75 3.53 1.86 6.12 04-2018 04-2023
4.97 4.84 7.46 2.41 1.79 4.92 03-2018 03-2023
4.8 3.73 6.96 1.64 1.92 4.28 02-2018 02-2023
3.33 3.25 5.25 1.36 1.38 3.3 01-2018 01-2023
5.91 6.04 8.9 3.14 2.04 6 12-2017 12-2022
8.07 6.8 9.03 5.86 1.21 7.44 11-2017 11-2022
8.56 7.59 10 6.18 1.39 8.08 10-2017 10-2022
9.48 10.4 13.1 6.87 2.23 9.96 09-2017 09-2022
11.46 10.13 13.23 8.41 1.77 10.81 08-2017 08-2022
7.7 9.48 11.5 5.74 2.13 8.61 07-2017 07-2022
7.94 8.58 10.75 5.82 1.76 8.27 06-2017 06-2022
8.96 10.26 13.35 5.99 2.64 9.64 05-2017 05-2022
15 12.81 17.68 10.24 2.74 13.93 04-2017 04-2022
14.83 16.46 19.04 12.35 2.43 15.67 03-2017 03-2022
17.8 20.31 22.61 15.59 2.64 19.08 02-2017 02-2022
21.6 23.5 25.68 19.49 2.29 22.57 01-2017 01-2022
23.32 25.25 27.66 20.99 2.46 24.3 12-2016 12-2021
25.45 21.5 29.93 17.31 4.68 23.55 11-2016 11-2021
19.29 20.61 22.42 17.53 1.79 19.96 10-2016 10-2021
14.84 19.21 21.75 12.44 3.64 17.06 09-2016 09-2021
12.73 14.39 16.08 11.09 1.86 13.57 08-2016 08-2021
11.47 14.02 15.39 10.14 2.06 12.76 07-2016 07-2021
13.14 12.68 15.38 10.49 1.74 12.92 06-2016 06-2021
12.21 12.68 14.98 9.97 1.78 12.46 05-2016 05-2021
13.98 13.91 16.79 11.17 1.99 13.96 04-2016 04-2021

Rolling return for 7 year

Average return: 18.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.91 16.07 18.89 14.13 1.71 16.5 03-2019 03-2026
19.03 19.81 21.36 17.51 1.39 19.43 02-2019 02-2026
18.62 20.96 22.32 17.3 1.96 19.8 01-2019 01-2026
21.33 20.57 22.46 19.46 1.09 20.95 12-2018 12-2025
22.39 22.67 24.1 20.98 1.11 22.54 11-2018 11-2025
23.47 23.58 25.35 21.73 1.28 23.53 10-2018 10-2025
21.71 18.97 23.1 17.63 2.16 20.35 09-2018 09-2025
18.42 18.75 19.61 17.58 0.73 18.59 08-2018 08-2025
20.04 20.3 21.97 18.4 1.27 20.18 07-2018 07-2025
20 19.83 21.85 18.01 1.36 19.92 06-2018 06-2025
15.82 16.83 18.74 13.96 1.73 16.34 05-2018 05-2025
14.71 15.72 17.47 12.99 1.62 15.22 04-2018 04-2025
15.2 15.25 17.29 13.19 1.45 15.23 03-2018 03-2025
14.79 15.67 18.24 12.3 2.12 15.25 02-2018 02-2025
13.75 15.96 17.56 12.2 2.05 14.87 01-2018 01-2025
18.74 18.4 20.67 16.51 1.48 18.58 12-2017 12-2024
17.81 18.03 19.78 16.09 1.31 17.93 11-2017 11-2024
19.61 20.16 22.08 17.73 1.55 19.89 10-2017 10-2024
21.52 21.32 23.43 19.44 1.41 21.43 09-2017 09-2024
21.61 21.16 23.59 19.22 1.55 21.39 08-2017 08-2024
21.71 21.66 23.26 20.13 1.11 21.69 07-2017 07-2024
20.69 22.75 24.5 18.99 2.08 21.73 06-2017 06-2024
21.01 20.85 23.26 18.64 1.63 20.94 05-2017 05-2024
22.86 20.66 24.35 19.21 1.98 21.77 04-2017 04-2024
22.53 23.19 25.13 20.63 1.61 22.87 03-2017 03-2024
24.46 24.76 26.46 22.79 1.3 24.62 02-2017 02-2024
24.37 25.39 26.97 22.82 1.51 24.89 01-2017 01-2024
24.47 24.37 26.07 22.79 1.16 24.42 12-2016 12-2023
21.84 19.03 24.87 16.14 3.24 20.47 11-2016 11-2023
15.8 16.27 17.51 14.57 1.05 16.04 10-2016 10-2023
16.23 15.71 17.47 14.49 1.07 15.97 09-2016 09-2023
14.59 14.72 15.93 13.39 0.9 14.66 08-2016 08-2023
14.67 15.21 16.2 13.69 0.91 14.94 07-2016 07-2023
15.17 14.78 16.74 13.24 1.25 14.98 06-2016 06-2023
14.77 14.47 16.12 13.13 1.06 14.62 05-2016 05-2023
13.97 14.23 16.28 11.96 1.53 14.11 04-2016 04-2023
14.21 14.85 16.14 12.94 1.15 14.54 03-2016 03-2023

Rolling return for 10 year

Average return: 16.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.7 17.16 18.08 15.79 0.83 16.93 03-2016 03-2026