NIFTY RURAL

Index type: Equity Mean-Variance Ratio (MVR): 2.96 Weighted mean CAGR by duration: 13.01 Mean CAGR: 12.58 Standard deviation CAGR: 4.25 Range for CAGR: 13.35

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -8.42 26.72 5.31 5.89
3 year 10.88 31.73 18.72 19.24
5 year 4.69 27.55 12.88 13.48
7 year 9.01 15.85 11.84 11.93
10 year 11.64 13.13 12.38 12.38

Rolling return for 1 year

Average return: 5.89
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.97 12.58 23.31 2.23 7.46 12.52 03-2025 03-2026
15.84 15.15 26.72 5.26 7.6 15.74 02-2025 02-2026
13.93 13.55 21.41 6.56 5.25 13.86 01-2025 01-2026
13.6 10.58 17.1 7.28 3.63 12.14 12-2024 12-2025
13.09 8.66 16.63 5.36 4.28 10.93 11-2024 11-2025
4.69 -0.4 10.03 -5.23 5.69 2.27 10-2024 10-2025
-2.92 -3.24 2.57 -8.42 3.89 -3 09-2024 09-2025
-1.6 -1.61 3.13 -6.12 3.27 -1.55 08-2024 08-2025
-0.44 -2.47 3 -5.74 3.17 -1.41 07-2024 07-2025
5.47 1.57 10.92 -3.43 5.26 3.63 06-2024 06-2025
3.07 3.91 9.28 -1.99 4 3.57 05-2024 05-2025
-2.33 6.1 10.32 -6.07 6.52 2 04-2024 04-2025

Rolling return for 3 year

Average return: 19.24
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.91 18.04 19.7 14.3 2.05 16.99 03-2023 03-2026
16.86 18.98 20.41 15.47 1.9 17.93 02-2023 02-2026
17.09 18.3 19.6 15.82 1.4 17.7 01-2023 01-2026
17.58 16.62 18.77 15.44 1.23 17.1 12-2022 12-2025
16.71 16.68 17.92 15.49 0.86 16.7 11-2022 11-2025
17.05 17.22 19 15.3 1.31 17.14 10-2022 10-2025
15.8 15.59 17.94 13.49 1.58 15.71 09-2022 09-2025
14.82 15.37 16.63 13.58 1.1 15.1 08-2022 08-2025
19.16 16.87 20.52 15.55 1.93 18.02 07-2022 07-2025
20.54 19.14 22.59 17.15 1.99 19.86 06-2022 06-2025
18.02 17.03 20.34 14.77 2 17.54 05-2022 05-2025
12.53 15.81 17.2 11.2 2.42 14.18 04-2022 04-2025
16.63 16.04 20.22 12.57 2.71 16.37 03-2022 03-2025
14.74 14.48 18.46 10.88 2.68 14.64 02-2022 02-2025
14 13.9 16.57 11.39 1.83 13.96 01-2022 01-2025
16.22 15.8 18.46 13.61 1.72 16.02 12-2021 12-2024
15.23 15.13 17.98 12.44 1.96 15.2 11-2021 11-2024
16.64 18.05 20.58 14.2 2.31 17.37 10-2021 10-2024
20.08 20.4 22.44 18.08 1.55 20.25 09-2021 09-2024
20.47 20.54 22.37 18.67 1.31 20.51 08-2021 08-2024
20.86 22.38 23.08 20.17 1.16 21.62 07-2021 07-2024
18.12 20.62 21.64 17.13 1.82 19.38 06-2021 06-2024
20.93 19.98 22.97 17.99 1.79 20.47 05-2021 05-2024
20.77 20.4 22.35 18.84 1.25 20.59 04-2021 04-2024
18.86 18.25 20.44 16.7 1.34 18.56 03-2021 03-2024
18.46 17.31 19.95 15.86 1.5 17.89 02-2021 02-2024
19.41 18.34 20.73 17.05 1.35 18.88 01-2021 01-2024
20.16 20.41 22.79 17.83 1.76 20.3 12-2020 12-2023
22.26 20.2 24.71 17.83 2.54 21.25 11-2020 11-2023
23.19 24.12 25.25 22.08 1.17 23.66 10-2020 10-2023
26.15 23.5 27.6 22.09 2.16 24.84 09-2020 09-2023
24.22 22.21 25.37 21.1 1.67 23.23 08-2020 08-2023
25.36 24.54 26.25 23.65 0.96 24.95 07-2020 07-2023
25.38 24.8 27.1 23.11 1.43 25.1 06-2020 06-2023
27.86 25.95 30.42 23.47 2.55 26.93 05-2020 05-2023
29.54 23.98 31.73 21.92 3.99 26.79 04-2020 04-2023

Rolling return for 5 year

Average return: 13.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.48 14.42 15.69 12.24 1.26 13.96 03-2021 03-2026
14.37 14.9 16.44 12.86 1.28 14.64 02-2021 02-2026
15.94 16.03 17.43 14.56 1.02 15.99 01-2021 01-2026
17.85 17.18 18.56 16.48 0.77 17.52 12-2020 12-2025
20.71 18.8 21.46 18.07 1.38 19.76 11-2020 11-2025
20.82 21.36 22.03 20.16 0.69 21.09 10-2020 10-2025
21.66 20.62 23.01 19.3 1.36 21.15 09-2020 09-2025
20.46 19.75 21.59 18.63 1.08 20.11 08-2020 08-2025
20.99 20.82 21.82 20 0.65 20.91 07-2020 07-2025
21.7 21.59 22.93 20.37 0.91 21.65 06-2020 06-2025
23.97 22.83 25.43 21.4 1.48 23.41 05-2020 05-2025
24.48 23 27.55 20.03 2.71 23.77 04-2020 04-2025
24.95 18.18 27.25 16.05 4.63 21.61 03-2020 03-2025
16.29 16.41 18.53 14.2 1.53 16.36 02-2020 02-2025
16 16.41 17.56 14.86 0.97 16.21 01-2020 01-2025
16.98 17.37 18.33 16.03 0.82 17.18 12-2019 12-2024
16.78 17.85 18.44 16.2 0.88 17.32 11-2019 11-2024
19.73 19.99 22.14 17.62 1.6 19.87 10-2019 10-2024
21.7 20.98 23.13 19.58 1.28 21.35 09-2019 09-2024
20.92 20.8 22.07 19.67 0.85 20.87 08-2019 08-2024
19.77 18.78 21.08 17.49 1.32 19.28 07-2019 07-2024
16.62 17.52 18.69 15.47 1.18 17.07 06-2019 06-2024
17.31 16.58 18.5 15.41 1.12 16.95 05-2019 05-2024
15.78 16.01 16.69 15.11 0.56 15.9 04-2019 04-2024
16.15 15.85 17.07 14.93 0.76 16 03-2019 03-2024
16.81 16.44 17.69 15.57 0.76 16.63 02-2019 02-2024
16.08 15.04 16.85 14.28 0.98 15.56 01-2019 01-2024
14.68 14.5 16.17 13.03 1.11 14.6 12-2018 12-2023
13.3 13.4 14.66 12.06 0.92 13.36 11-2018 11-2023
14.01 13.03 15.15 11.92 1.19 13.53 10-2018 10-2023
12.36 10.5 13.13 9.74 1.37 11.43 09-2018 09-2023
9.94 9.74 10.55 9.13 0.51 9.84 08-2018 08-2023
11.23 10.32 11.7 9.85 0.73 10.77 07-2018 07-2023
10.25 10.24 11.16 9.34 0.64 10.25 06-2018 06-2023
8.74 8.99 10.04 7.7 0.83 8.87 05-2018 05-2023
7.46 7.58 8.55 6.5 0.73 7.52 04-2018 04-2023
7.49 7.63 8.39 6.73 0.59 7.56 03-2018 03-2023
7.27 6.6 8.04 5.83 0.82 6.93 02-2018 02-2023
6.37 6.67 7.07 5.97 0.4 6.52 01-2018 01-2023
7.67 7.58 8.87 6.41 0.87 7.63 12-2017 12-2022
8.06 7.95 8.74 7.27 0.52 8.01 11-2017 11-2022
8 7.75 8.98 6.78 0.78 7.88 10-2017 10-2022
8.62 8.82 9.94 7.51 0.86 8.72 09-2017 09-2022
8.64 8.25 9.35 7.54 0.65 8.45 08-2017 08-2022
6.01 7.25 7.99 5.29 1.05 6.63 07-2017 07-2022
5.22 6.5 7.04 4.69 0.95 5.86 06-2017 06-2022
6.5 7.52 8.3 5.73 0.98 7.01 05-2017 05-2022
8.64 8.56 9.42 7.78 0.58 8.6 04-2017 04-2022
7 8.15 9.3 5.88 1.28 7.58 03-2017 03-2022
8.08 9.83 10.32 7.6 1.14 8.96 02-2017 02-2022
11.34 11.08 12.89 9.55 1.18 11.21 01-2017 01-2022
11.63 11.73 13.16 10.21 1.04 11.68 12-2016 12-2021
12.19 10.85 13.85 9.24 1.7 11.53 11-2016 11-2021
9.9 10.53 11.31 9.14 0.8 10.22 10-2016 10-2021
9.15 9.08 10.26 7.99 0.8 9.12 09-2016 09-2021
8.63 8.57 9.61 7.6 0.71 8.6 08-2016 08-2021
9.13 8.29 9.51 7.92 0.64 8.71 07-2016 07-2021
9.87 9.54 10.42 8.99 0.52 9.71 06-2016 06-2021
9.61 9.81 11.24 8.2 1.08 9.71 05-2016 05-2021
10.11 9.74 11.17 8.69 0.89 9.93 04-2016 04-2021

Rolling return for 7 year

Average return: 11.93
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.11 13.82 14.68 12.26 0.89 13.47 03-2019 03-2026
14.37 14.97 15.85 13.5 0.86 14.67 02-2019 02-2026
14.58 14.35 15.63 13.31 0.82 14.47 01-2019 01-2026
14.62 13.93 15.11 13.44 0.64 14.27 12-2018 12-2025
14.74 14.34 15.25 13.84 0.52 14.54 11-2018 11-2025
14.95 14.25 15.77 13.44 0.86 14.6 10-2018 10-2025
13.17 12.16 14.06 11.28 1.05 12.67 09-2018 09-2025
11.37 11.53 12.12 10.78 0.48 11.45 08-2018 08-2025
12.22 11.76 12.76 11.22 0.57 11.99 07-2018 07-2025
11.97 12.11 12.77 11.3 0.52 12.04 06-2018 06-2025
11.41 11.57 12.34 10.64 0.6 11.49 05-2018 05-2025
10.17 11.39 12.11 9.47 1.03 10.79 04-2018 04-2025
10.37 11.25 11.82 9.82 0.77 10.81 03-2018 03-2025
10.06 10.51 11.58 9.01 0.92 10.29 02-2018 02-2025
9.76 10.52 10.81 9.47 0.54 10.14 01-2018 01-2025
10.96 10.93 11.87 10.03 0.65 10.95 12-2017 12-2024
10.96 11.51 12.09 10.39 0.63 11.24 11-2017 11-2024
12.28 12.98 13.89 11.38 0.92 12.63 10-2017 10-2024
13.45 13.56 14.4 12.62 0.63 13.51 09-2017 09-2024
12.83 12.77 13.59 12.02 0.56 12.8 08-2017 08-2024
12.46 12.79 13.34 11.92 0.52 12.63 07-2017 07-2024
11.5 12.5 12.91 11.1 0.73 12 06-2017 06-2024
11.82 12.04 12.62 11.24 0.49 11.93 05-2017 05-2024
11.98 11.97 12.61 11.35 0.45 11.98 04-2017 04-2024
12.09 11.88 12.73 11.25 0.53 11.99 03-2017 03-2024
11.87 12.11 12.47 11.51 0.35 11.99 02-2017 02-2024
12.96 12.19 13.49 11.66 0.7 12.58 01-2017 01-2024
13.05 13.07 14.1 12.02 0.74 13.06 12-2016 12-2023
11.87 10.7 12.82 9.76 1.16 11.29 11-2016 11-2023
9.89 10.11 10.67 9.34 0.48 10 10-2016 10-2023
10.11 9.8 10.65 9.26 0.5 9.96 09-2016 09-2023
10.15 9.83 10.58 9.4 0.43 9.99 08-2016 08-2023
10.93 10.39 11.27 10.05 0.47 10.66 07-2016 07-2023
10.83 10.85 11.48 10.2 0.45 10.84 06-2016 06-2023
10.86 10.78 11.81 9.84 0.7 10.82 05-2016 05-2023
10.61 10.38 11.4 9.59 0.65 10.5 04-2016 04-2023
10.43 10.52 11.09 9.86 0.44 10.47 03-2016 03-2023

Rolling return for 10 year

Average return: 12.38
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.04 12.72 13.13 11.64 0.58 12.38 03-2016 03-2026