NIFTY REITS & REALTY

Index type: Equity Mean-Variance Ratio (MVR): 2.05 Weighted mean CAGR by duration: 12.01 Mean CAGR: 9.65 Standard deviation CAGR: 4.7 Range for CAGR: 9.41

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -5.28 18.99 4.48 4.95
3 year 6.94 22.08 14.48 14.36

Rolling return for 1 year

Average return: 4.95
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.54 8.37 11.5 2.58 3.31 7 03-2025 03-2026
12.19 9.94 18.99 3.66 5.48 11.2 02-2025 02-2026
7.47 7.32 15.89 -0.48 5.79 7.55 01-2025 01-2026
4.54 4.42 8.1 0.98 2.52 4.51 12-2024 12-2025
8.03 8.37 13.32 3.32 3.54 8.26 11-2024 11-2025
5.72 5.3 10.2 1.02 3.25 5.56 10-2024 10-2025
1.09 0.48 6.48 -4.61 3.93 0.86 09-2024 09-2025
2.83 1.11 5.52 -1.47 2.55 2 08-2024 08-2025
1.69 3.59 6.06 -0.67 2.47 2.67 07-2024 07-2025
8.92 4.25 13.84 -0.26 5.25 6.69 06-2024 06-2025
1.36 5.91 9.13 -1.63 4.13 3.69 05-2024 05-2025
-2.85 1.65 4.25 -5.28 3.73 -0.56 04-2024 04-2025

Rolling return for 3 year

Average return: 14.36
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.94 17.19 19.1 15.07 1.43 17.08 03-2023 03-2026
18.91 18.82 21.26 16.51 1.68 18.88 02-2023 02-2026
15.73 17.04 18.68 14.13 1.67 16.39 01-2023 01-2026
16.8 15.93 18.11 14.64 1.26 16.37 12-2022 12-2025
16.03 16.59 17.89 14.75 1.13 16.32 11-2022 11-2025
15.47 16.09 17.08 14.5 0.94 15.79 10-2022 10-2025
13.11 11.93 15.08 10.01 1.84 12.53 09-2022 09-2025
11.72 11.57 12.69 10.61 0.74 11.65 08-2022 08-2025
14.46 13.74 16.07 12.16 1.41 14.11 07-2022 07-2025
15.03 14.26 16.74 12.59 1.49 14.65 06-2022 06-2025
11.71 11.63 14.49 8.91 1.97 11.69 05-2022 05-2025
7.88 9.48 10.45 6.94 1.36 8.69 04-2022 04-2025
10.67 9.17 11.73 8.14 1.38 9.93 03-2022 03-2025
10.24 11.17 13.19 8.28 1.77 10.72 02-2022 02-2025
10.74 11.67 13.61 8.85 1.71 11.22 01-2022 01-2025
14.46 13.56 15.79 12.25 1.29 14.02 12-2021 12-2024
12.85 11.5 14.54 9.85 1.73 12.19 11-2021 11-2024
13.68 13.63 15.42 11.92 1.24 13.66 10-2021 10-2024
18.3 15.42 20.61 13.21 2.81 16.88 09-2021 09-2024
19.16 17.91 20.86 16.24 1.69 18.54 08-2021 08-2024
21.13 19.4 22.08 18.47 1.42 20.27 07-2021 07-2024