NIFTY TRANSPORTATION & LOGISTICS

Index type: Equity Mean-Variance Ratio (MVR): 1.79 Weighted mean CAGR by duration: 25.64 Mean CAGR: 20.32 Standard deviation CAGR: 11.34 Range for CAGR: 24.13

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -14.28 31.04 2.21 4.29
3 year 18.54 38.13 28.09 28.42
5 year 24.45 32.01 28.79 28.25

Rolling return for 1 year

Average return: 4.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.67 12.84 20.37 7.49 4.6 13.84 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
-0.05 2.31 9.26 -6.41 5.6 1.28 03-2024 03-2025
3.46 10.8 17.87 -2.75 7.74 7.35 02-2024 02-2025
15.69 23.99 31.04 9.47 8.17 20.05 01-2024 01-2025

Rolling return for 3 year

Average return: 28.42
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.86 27.49 30.96 25.45 2.01 28.19 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
28.01 29.14 29.14 28.01 0.56 28.58 08-2020 08-2023

Rolling return for 5 year

Average return: 28.25
Min Max Min-Max Max-Min Standard Deviation Mean From To
26.04 25.66 27.27 24.45 1.01 25.86 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
27.02 29.03 29.03 27.02 1.01 28.02 08-2020 08-2025