NIFTY SHARIAH 25

Index type: Equity Mean-Variance Ratio (MVR): 1.44 Weighted mean CAGR by duration: 10 Mean CAGR: 8.12 Standard deviation CAGR: 5.62 Range for CAGR: 14.89

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -15.43 14.33 -2.92 -2.98
3 year 3.51 20.57 11.64 11.62
5 year 5.85 20.54 12.12 11.91
7 year 7.80 13.60 10.54 10.65
10 year 8.88 9.90 9.39 9.39

Rolling return for 1 year

Average return: -2.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
-1.18 -1.62 6.31 -8.55 5.26 -1.26 03-2025 03-2026
4.99 1.96 14.33 -6.38 7.4 3.73 02-2025 02-2026
1.28 -1.12 5.95 -5.47 4.13 0.16 01-2025 01-2026
-0.72 -3.11 2.19 -5.87 2.97 -1.88 12-2024 12-2025
-2.05 -2.74 2.5 -7.06 3.39 -2.34 11-2024 11-2025
-7.72 -9.78 -1.86 -15.17 4.76 -8.63 10-2024 10-2025
-13.11 -10.16 -7.7 -15.43 2.93 -11.6 09-2024 09-2025
-10.19 -10.22 -5.56 -14.62 3.2 -10.15 08-2024 08-2025
-6.19 -8.28 -1.25 -12.87 4.18 -7.15 07-2024 07-2025
3.76 -0.95 7.57 -4.46 4.57 1.48 06-2024 06-2025
2.5 2.82 9.13 -3.43 4.44 2.76 05-2024 05-2025
-6.19 4.31 7.98 -9.37 7.17 -0.82 04-2024 04-2025

Rolling return for 3 year

Average return: 11.62
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.21 9.31 10.87 6.68 1.53 8.77 03-2023 03-2026
10.31 11.8 13.49 8.67 1.78 11.07 02-2023 02-2026
10.04 10.22 11.7 8.57 1.11 10.13 01-2023 01-2026
10.04 8.94 11.1 7.9 1.2 9.49 12-2022 12-2025
8.93 9.03 10.59 7.39 1.13 8.98 11-2022 11-2025
9.36 10.47 11.63 8.22 1.27 9.92 10-2022 10-2025
9.01 9.61 11.23 7.43 1.36 9.32 09-2022 09-2025
8.69 9.23 10.53 7.41 1.12 8.96 08-2022 08-2025
11.65 10.85 13.58 8.97 1.65 11.26 07-2022 07-2025
13.79 11.89 15.17 10.55 1.77 12.85 06-2022 06-2025
10.7 10.47 13.04 8.18 1.72 10.6 05-2022 05-2025
5.23 8.48 10.28 3.51 2.66 6.88 04-2022 04-2025
8.04 8.4 10.86 5.64 1.85 8.23 03-2022 03-2025
8.19 9.09 12.4 5 2.64 8.67 02-2022 02-2025
9.1 8.22 11.64 5.76 2.1 8.68 01-2022 01-2025
10.58 10.02 12.56 8.09 1.59 10.31 12-2021 12-2024
10.06 10.36 12.01 8.45 1.26 10.22 11-2021 11-2024
11.33 12.29 14.5 9.18 1.91 11.82 10-2021 10-2024
12.51 11.96 13.53 10.96 0.93 12.24 09-2021 09-2024
13.35 13.03 15.28 11.14 1.47 13.2 08-2021 08-2024
12.33 14.47 15.13 11.68 1.44 13.4 07-2021 07-2024
9.66 11.61 12.72 8.58 1.62 10.64 06-2021 06-2024
11.86 11.21 14.11 9.03 1.81 11.55 05-2021 05-2024
11.85 11.42 13.15 10.15 1.07 11.64 04-2021 04-2024
13.21 13.25 14.94 11.55 1.2 13.24 03-2021 03-2024
13.99 13.56 15.4 12.17 1.15 13.78 02-2021 02-2024
13.09 11.33 14.42 10.04 1.67 12.22 01-2021 01-2024
12.85 12.42 15.93 9.44 2.3 12.66 12-2020 12-2023
12.58 13.04 15.09 10.57 1.61 12.82 11-2020 11-2023
12.32 12.96 14.22 11.08 1.13 12.64 10-2020 10-2023
14.52 13.56 15.92 12.19 1.36 14.05 09-2020 09-2023
14.42 13.2 15.09 12.54 1 13.81 08-2020 08-2023
15.4 14.93 16.81 13.55 1.16 15.17 07-2020 07-2023
15.49 15.31 16.71 14.1 0.92 15.4 06-2020 06-2023
17.59 15.73 19.35 14.02 2 16.67 05-2020 05-2023
19.55 14.33 20.57 13.37 3.14 16.95 04-2020 04-2023

Rolling return for 5 year

Average return: 11.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.79 7.4 8.36 5.85 0.91 7.1 03-2021 03-2026
8.64 9.45 10.51 7.6 1.07 9.05 02-2021 02-2026
9.53 8.72 10.53 7.75 1.02 9.13 01-2021 01-2026
11.29 9.89 11.93 9.26 1.07 10.59 12-2020 12-2025
12.28 12.08 13.3 11.07 0.79 12.18 11-2020 11-2025
11.74 12.37 13.12 10.99 0.79 12.05 10-2020 10-2025
12.6 12.57 13.97 11.22 0.97 12.59 09-2020 09-2025
12.72 12.74 13.86 11.61 0.8 12.73 08-2020 08-2025
13.81 13.87 14.98 12.7 0.81 13.84 07-2020 07-2025
14.65 14.65 15.48 13.82 0.59 14.65 06-2020 06-2025
16.08 15.4 17.55 13.96 1.29 15.75 05-2020 05-2025
15.61 15.18 18.91 11.99 2.45 15.42 04-2020 04-2025
18.69 13.53 20.54 11.78 3.59 16.13 03-2020 03-2025
12.68 13.54 15.29 10.96 1.56 13.12 02-2020 02-2025
13.59 14.26 15.17 12.69 0.91 13.93 01-2020 01-2025
14.56 15.22 15.79 14 0.67 14.89 12-2019 12-2024
14.16 14.16 15.36 12.96 0.85 14.16 11-2019 11-2024
15.59 15.71 17.55 13.78 1.33 15.66 10-2019 10-2024
18.49 16.54 19.14 15.91 1.33 17.52 09-2019 09-2024
17.99 18.32 19.19 17.12 0.74 18.16 08-2019 08-2024
17.01 16.64 18.75 14.93 1.36 16.83 07-2019 07-2024
13.19 13.98 15.07 12.12 1.08 13.59 06-2019 06-2024
13.32 13.47 14.68 12.13 0.9 13.4 05-2019 05-2024
12.33 12.53 13.11 11.76 0.48 12.43 04-2019 04-2024
12.85 13.13 13.88 12.1 0.64 12.99 03-2019 03-2024
14.06 13.61 14.9 12.77 0.77 13.83 02-2019 02-2024
13.15 12.96 13.95 12.17 0.63 13.06 01-2019 01-2024
11.64 12.05 13.46 10.26 1.14 11.85 12-2018 12-2023
10.42 10.92 11.9 9.45 0.88 10.67 11-2018 11-2023
11.26 10.34 12.39 9.24 1.16 10.81 10-2018 10-2023
9.76 9.17 10.56 8.38 0.8 9.47 09-2018 09-2023
8.87 8.31 9.25 7.93 0.51 8.59 08-2018 08-2023
9.15 8.87 9.95 8.08 0.67 9.01 07-2018 07-2023
8.88 8.74 9.57 8.06 0.54 8.81 06-2018 06-2023
8.28 8.58 9.25 7.61 0.59 8.43 05-2018 05-2023
7.73 7.5 8.28 6.95 0.48 7.62 04-2018 04-2023
7.75 7.76 8.67 6.84 0.65 7.76 03-2018 03-2023
7.58 7.23 8.55 6.27 0.82 7.41 02-2018 02-2023
7.46 7.77 8.32 6.91 0.51 7.62 01-2018 01-2023
9.07 8.91 10.36 7.64 0.96 9 12-2017 12-2022
9.11 9.41 10.04 8.49 0.56 9.26 11-2017 11-2022
8.89 8.47 9.57 7.79 0.65 8.68 10-2017 10-2022
9.5 9.37 10.46 8.41 0.73 9.43 09-2017 09-2022
10.16 10.1 10.94 9.32 0.57 10.13 08-2017 08-2022
8.86 9.35 10.46 7.76 0.97 9.11 07-2017 07-2022
8.08 9.48 9.97 7.59 0.98 8.78 06-2017 06-2022
9.52 10.33 11.04 8.82 0.84 9.93 05-2017 05-2022
11.31 11.68 12.42 10.58 0.66 11.5 04-2017 04-2022
10.66 11.57 12.16 10.08 0.8 11.12 03-2017 03-2022
11.71 12.86 13.73 10.85 1.1 12.29 02-2017 02-2022
13.61 14.92 15.75 12.8 1.14 14.27 01-2017 01-2022
14.51 14.94 16.09 13.37 0.97 14.73 12-2016 12-2021
14.92 13.5 15.95 12.5 1.32 14.22 11-2016 11-2021
12.76 13.59 14.08 12.27 0.7 13.18 10-2016 10-2021
13.45 13.77 14.4 12.83 0.57 13.61 09-2016 09-2021
12.32 13.13 13.66 11.8 0.72 12.73 08-2016 08-2021
12.67 12.18 13.06 11.79 0.48 12.43 07-2016 07-2021
12.99 12.98 13.66 12.3 0.48 12.98 06-2016 06-2021
12.04 12.83 13.78 11.11 0.98 12.44 05-2016 05-2021
12.12 12.12 13.16 11.1 0.73 12.12 04-2016 04-2021

Rolling return for 7 year

Average return: 10.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.34 8.96 9.48 7.83 0.62 8.65 03-2019 03-2026
10.19 10.64 11.54 9.3 0.81 10.42 02-2019 02-2026
10.58 10.6 11.29 9.89 0.5 10.59 01-2019 01-2026
10.88 10.35 11.34 9.89 0.55 10.62 12-2018 12-2025
10.82 10.84 11.54 10.13 0.5 10.83 11-2018 11-2025
11.15 10.67 12.13 9.7 0.88 10.91 10-2018 10-2025
9.76 9.72 10.71 8.77 0.69 9.74 09-2018 09-2025
9.26 9.36 10.04 8.58 0.52 9.31 08-2018 08-2025
9.81 9.84 10.61 9.04 0.56 9.82 07-2018 07-2025
10.15 10.12 10.72 9.56 0.41 10.14 06-2018 06-2025
9.85 10.35 10.84 9.36 0.55 10.1 05-2018 05-2025
8.36 9.99 10.56 7.8 1.13 9.18 04-2018 04-2025
9.29 9.84 10.5 8.63 0.69 9.56 03-2018 03-2025
9.12 9.96 10.92 8.17 1.02 9.54 02-2018 02-2025
9.48 10.16 10.56 9.08 0.58 9.82 01-2018 01-2025
10.97 10.76 11.81 9.92 0.67 10.87 12-2017 12-2024
10.72 11.1 11.56 10.27 0.48 10.91 11-2017 11-2024
11.7 12.24 13.05 10.89 0.79 11.97 10-2017 10-2024
12.96 12.59 13.4 12.16 0.46 12.78 09-2017 09-2024
12.77 12.97 13.59 12.16 0.51 12.87 08-2017 08-2024
12.41 12.79 13.6 11.6 0.72 12.6 07-2017 07-2024
11.14 12.1 12.45 10.78 0.68 11.62 06-2017 06-2024
11.07 11.51 12.02 10.56 0.54 11.29 05-2017 05-2024
11.35 11.38 11.9 10.83 0.38 11.37 04-2017 04-2024
11.63 11.94 12.36 11.21 0.42 11.79 03-2017 03-2024
12.38 12.35 12.97 11.76 0.43 12.37 02-2017 02-2024
12.52 12.51 13.09 11.95 0.4 12.52 01-2017 01-2024
12.1 12.6 13.4 11.31 0.76 12.35 12-2016 12-2023
11.13 10.5 12.19 9.45 0.99 10.82 11-2016 11-2023
9.51 9.96 10.3 9.17 0.43 9.73 10-2016 10-2023
9.85 9.99 10.42 9.42 0.36 9.92 09-2016 09-2023
9.8 9.71 10.08 9.44 0.23 9.76 08-2016 08-2023
9.96 9.91 10.53 9.34 0.42 9.94 07-2016 07-2023
10.08 10.11 10.58 9.61 0.34 10.09 06-2016 06-2023
10.04 10.08 10.74 9.38 0.48 10.06 05-2016 05-2023
9.8 9.48 10.2 9.08 0.41 9.64 04-2016 04-2023
9.48 9.83 10.15 9.17 0.37 9.66 03-2016 03-2023

Rolling return for 10 year

Average return: 9.39
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.1 9.68 9.9 8.88 0.41 9.39 03-2016 03-2026