NIFTY TRANSPORTATION & LOGISTICS

Index type: Equity Mean-Variance Ratio (MVR): 2.14 Weighted mean CAGR by duration: 15.72 Mean CAGR: 15.8 Standard deviation CAGR: 7.37 Range for CAGR: 22.66

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.28 35.89 4.85 6.30
3 year 18.54 43.59 28.77 28.96
5 year 2.36 38.78 13.62 16.17
7 year 7.92 20.87 13.63 13.78
10 year 12.69 14.94 13.81 13.81

Rolling return for 1 year

Average return: 6.3
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.85 18.59 29.64 3.23 9.56 16.08 03-2025 03-2026
21.89 19.27 35.89 6.99 10.27 21.01 02-2025 02-2026
16.52 14.46 29.64 2.88 9.5 15.88 01-2025 01-2026
14.48 12.84 20.37 7.32 4.65 13.75 12-2024 12-2025
14.04 12.98 19.34 7.97 4.04 13.58 11-2024 11-2025
11.64 2.11 16.13 -1.83 7.19 7.01 10-2024 10-2025
-1.09 1.1 8.01 -7.41 5.51 0.15 09-2024 09-2025
-3.02 -1.04 4.92 -8.53 4.81 -1.92 08-2024 08-2025
-3.68 -5.48 0.37 -9.3 3.48 -4.52 07-2024 07-2025
1.59 -3.76 7.34 -8.91 6.05 -0.94 06-2024 06-2025
-0.62 1.22 8.64 -7.41 5.71 0.46 05-2024 05-2025
-10.41 0.26 4.78 -14.28 7.72 -4.91 04-2024 04-2025

Rolling return for 3 year

Average return: 28.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.68 26.81 30.58 21.08 3.44 25.79 03-2023 03-2026
26.19 28.96 30.85 24.37 2.49 27.59 02-2023 02-2026
25.45 28.92 29.99 24.42 2.32 27.2 01-2023 01-2026
28.79 27.49 30.96 25.38 2.03 28.16 12-2022 12-2025
26.81 26.86 28.74 24.96 1.34 26.84 11-2022 11-2025
28.51 27.55 30.21 25.89 1.56 28.04 10-2022 10-2025
26.35 27.02 30.12 23.35 2.41 26.71 09-2022 09-2025
23.69 25.54 26.98 22.29 1.78 24.63 08-2022 08-2025
28.05 26.26 29.82 24.54 1.97 27.17 07-2022 07-2025
29.4 28.09 31.8 25.77 2.18 28.76 06-2022 06-2025
28.9 27.56 32.79 23.83 3.2 28.27 05-2022 05-2025
20.48 24.89 26.94 18.54 3.35 22.71 04-2022 04-2025
26.61 26 30.43 22.31 2.88 26.34 03-2022 03-2025
23.82 24.89 29.32 19.58 3.46 24.4 02-2022 02-2025
22.88 25.42 28.09 20.32 2.89 24.18 01-2022 01-2025
28.43 28.44 31.23 25.7 1.96 28.45 12-2021 12-2024
27.85 25.62 30.21 23.35 2.55 26.76 11-2021 11-2024
29.47 30.2 35.14 24.74 3.69 29.89 10-2021 10-2024
34.73 35.11 37.73 32.16 1.97 34.93 09-2021 09-2024
35.47 35.59 38.13 32.97 1.82 35.54 08-2021 08-2024
34.93 34.77 37.66 32.1 1.97 34.87 07-2021 07-2024
29.3 31.74 34.09 27.03 2.64 30.54 06-2021 06-2024
31.49 30.97 34.62 27.92 2.38 31.25 05-2021 05-2024
31.15 30.54 33.1 28.63 1.6 30.85 04-2021 04-2024
27.64 26.36 30.46 23.63 2.46 27.02 03-2021 03-2024
26.41 25.24 29.04 22.68 2.29 25.84 02-2021 02-2024
27.96 25.39 30.34 23.1 2.72 26.7 01-2021 01-2024
27.81 28.22 30.97 25.12 2.07 28.03 12-2020 12-2023
29.55 27.25 33.75 23.25 3.8 28.45 11-2020 11-2023
29.69 29.67 31.54 27.84 1.31 29.69 10-2020 10-2023
31.9 29.41 33.48 27.89 2.16 30.67 09-2020 09-2023
31.6 27.59 32.76 26.48 2.63 29.61 08-2020 08-2023
32.55 31.6 34.79 29.41 1.93 32.09 07-2020 07-2023
32.69 32.42 35.29 29.88 1.92 32.57 06-2020 06-2023
36.47 33.99 39.76 30.84 3.27 35.27 05-2020 05-2023
40.44 32.85 43.59 29.93 5.53 36.7 04-2020 04-2023

Rolling return for 5 year

Average return: 16.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.59 19.61 21.92 16.34 2.01 19.12 03-2021 03-2026
20.56 21.02 23.21 18.42 1.7 20.8 02-2021 02-2026
23.08 22.85 25.73 20.26 1.94 22.98 01-2021 01-2026
26 25.66 27.27 24.41 1.02 25.83 12-2020 12-2025
29.41 26.74 30.59 25.6 2 28.09 11-2020 11-2025
29.66 29.57 30.69 28.55 0.76 29.62 10-2020 10-2025
29.7 29.58 32.01 27.32 1.66 29.65 09-2020 09-2025
29.14 28.1 31.19 26.1 1.84 28.63 08-2020 08-2025
30.43 29.63 31.5 28.56 1.08 30.03 07-2020 07-2025
30.87 30.62 32.31 29.19 1.11 30.75 06-2020 06-2025
33.85 32.85 36.25 30.5 2.06 33.36 05-2020 05-2025
34.5 32.46 38.78 28.37 3.75 33.53 04-2020 04-2025
35.81 27.05 38.25 24.81 5.67 31.48 03-2020 03-2025
25.24 24.74 28.54 21.53 2.48 25.01 02-2020 02-2025
23.5 25.25 26.61 22.17 1.69 24.38 01-2020 01-2025
25.82 26.04 27.46 24.43 1.07 25.94 12-2019 12-2024
25.29 25.75 26.67 24.38 0.83 25.52 11-2019 11-2024
27.75 28.24 31.08 24.99 2.16 28.01 10-2019 10-2024
31.73 29.97 33.48 28.26 1.95 30.86 09-2019 09-2024
30.98 31.45 32.52 29.92 0.93 31.22 08-2019 08-2024
30.86 28.4 32.44 26.86 2.16 29.64 07-2019 07-2024
25.49 26.73 28.25 23.99 1.57 26.11 06-2019 06-2024
25.01 24.92 26.79 23.17 1.28 24.97 05-2019 05-2024
22.57 22.22 23.66 21.15 0.9 22.4 04-2019 04-2024
21.43 21.81 23.04 20.22 1.01 21.62 03-2019 03-2024
21.8 21.73 23.32 20.23 1.09 21.77 02-2019 02-2024
20.01 18.69 21.34 17.38 1.48 19.36 01-2019 01-2024
16.98 16.95 18.7 15.25 1.22 16.97 12-2018 12-2023
14.66 15.94 16.88 13.74 1.2 15.3 11-2018 11-2023
15.68 14.21 16.67 13.24 1.32 14.95 10-2018 10-2023
13.51 11.45 14.32 10.66 1.48 12.49 09-2018 09-2023
10.48 10.48 11.06 9.9 0.41 10.48 08-2018 08-2023
9.92 9.98 11.04 8.88 0.76 9.96 07-2018 07-2023
8.95 8.87 10.22 7.61 0.92 8.91 06-2018 06-2023
6.91 6.79 8.45 5.28 1.12 6.86 05-2018 05-2023
4.78 4.92 6.19 3.53 0.94 4.85 04-2018 04-2023
4.82 5.58 6.68 3.74 1.07 5.21 03-2018 03-2023
5.25 4.83 6.18 3.92 0.81 5.04 02-2018 02-2023
4.58 4.48 5.09 3.96 0.4 4.53 01-2018 01-2023
5.14 5.17 6.85 3.49 1.19 5.16 12-2017 12-2022
5.82 6.19 6.75 5.26 0.54 6.01 11-2017 11-2022
5.78 6 7.09 4.7 0.85 5.89 10-2017 10-2022
6.43 6.89 7.98 5.36 0.94 6.67 09-2017 09-2022
7.02 6.49 7.75 5.77 0.72 6.76 08-2017 08-2022
4.53 5.64 6.29 3.9 0.93 5.09 07-2017 07-2022
3.31 4.38 5.1 2.6 0.96 3.85 06-2017 06-2022
3.33 4.86 5.85 2.36 1.35 4.1 05-2017 05-2022
5.52 5.7 6.56 4.68 0.67 5.61 04-2017 04-2022
4 5.32 6.18 3.15 1.17 4.66 03-2017 03-2022
5.82 7.36 8.06 5.14 1.17 6.6 02-2017 02-2022
8.38 8.34 9.76 6.98 0.98 8.37 01-2017 01-2022
8.06 8.16 9.47 6.78 0.95 8.12 12-2016 12-2021
8.79 7.91 11.15 5.62 1.98 8.37 11-2016 11-2021
6.05 7.66 8.45 5.28 1.26 6.86 10-2016 10-2021
5.31 5.58 6.53 4.37 0.77 5.45 09-2016 09-2021
5.59 5.5 6.78 4.33 0.87 5.55 08-2016 08-2021
6.97 6.94 8.34 5.59 0.97 6.96 07-2016 07-2021
8.34 8.81 9.5 7.66 0.67 8.58 06-2016 06-2021
7.88 8.34 9.68 6.57 1.11 8.12 05-2016 05-2021
7.54 7.38 8.8 6.14 0.94 7.46 04-2016 04-2021

Rolling return for 7 year

Average return: 13.78
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.87 18.36 19.21 16.04 1.24 17.62 03-2019 03-2026
19.01 19.76 20.87 17.91 1.08 19.39 02-2019 02-2026
18.88 18.81 20.71 17.02 1.3 18.85 01-2019 01-2026
18.76 18.35 19.61 17.5 0.76 18.55 12-2018 12-2025
18.64 18.73 19.42 17.96 0.52 18.69 11-2018 11-2025
19.5 18.36 20.18 17.7 0.97 18.94 10-2018 10-2025
17.07 16.42 18.55 14.97 1.29 16.75 09-2018 09-2025
14.59 15.45 15.88 14.16 0.68 15.02 08-2018 08-2025
14.63 14.52 15.31 13.85 0.52 14.58 07-2018 07-2025
14.13 14.02 15.03 13.12 0.68 14.07 06-2018 06-2025
13.05 13.25 14.5 11.82 0.95 13.16 05-2018 05-2025
10.47 12 12.97 9.52 1.33 11.24 04-2018 04-2025
11.73 12.33 13.16 10.91 0.82 12.03 03-2018 03-2025
11.4 12.47 13.5 10.4 1.16 11.94 02-2018 02-2025
11.32 12.85 13.32 10.86 1.02 12.09 01-2018 01-2025
13.31 13.07 14.36 12.03 0.83 13.19 12-2017 12-2024
13.13 13.59 14.02 12.71 0.49 13.36 11-2017 11-2024
14.1 15.37 16.21 13.27 1.13 14.74 10-2017 10-2024
15.76 16.01 16.85 14.92 0.69 15.89 09-2017 09-2024
15.48 15.48 16.45 14.52 0.68 15.48 08-2017 08-2024
15.37 15.86 16.36 14.87 0.55 15.61 07-2017 07-2024
14.06 15.28 15.85 13.49 0.94 14.67 06-2017 06-2024
14.24 14.62 15.4 13.47 0.7 14.43 05-2017 05-2024
14.33 14.4 15.06 13.68 0.49 14.37 04-2017 04-2024
13.8 14.2 14.87 13.13 0.63 14 03-2017 03-2024
13.56 14.04 14.56 13.03 0.57 13.8 02-2017 02-2024
13.31 13.15 14.21 12.26 0.69 13.23 01-2017 01-2024
12.98 13.19 14.17 12.01 0.77 13.09 12-2016 12-2023
11.74 10.91 13.28 9.4 1.4 11.33 11-2016 11-2023
9.89 9.98 10.55 9.32 0.44 9.94 10-2016 10-2023
10.08 9.94 10.64 9.38 0.45 10.01 09-2016 09-2023
10.47 9.94 10.89 9.52 0.52 10.21 08-2016 08-2023
10.76 10.53 11.56 9.73 0.65 10.64 07-2016 07-2023
10.37 10.8 11.29 9.88 0.52 10.59 06-2016 06-2023
10.04 10.2 11.17 9.08 0.74 10.12 05-2016 05-2023
9.01 9.02 10.05 7.99 0.73 9.02 04-2016 04-2023
8.83 9.28 10.2 7.92 0.82 9.06 03-2016 03-2023

Rolling return for 10 year

Average return: 13.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.36 14.27 14.94 12.69 0.86 13.81 03-2016 03-2026