NIFTY200 MOMENTUM 30

Index type: Equity Mean-Variance Ratio (MVR): 1.31 Weighted mean CAGR by duration: 17.44 Mean CAGR: 13.78 Standard deviation CAGR: 10.54 Range for CAGR: 28.27

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -23.32 20.56 -9.68 -7.13
3 year 6.13 32.98 21.48 21.14
5 year 10.28 30.54 20.27 19.61
7 year 12.60 23.07 17.54 17.98
10 year 16.53 18.12 17.32 17.32

Rolling return for 1 year

Average return: -7.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.51 8.6 18.36 -2.27 7.34 7.8 03-2025 03-2026
9.09 5.07 20.56 -4.92 9.13 7.45 02-2025 02-2026
5.26 -4.94 12.07 -10.72 8.83 0.42 01-2025 01-2026
-5 -9 0.07 -13.62 5.04 -6.89 12-2024 12-2025
-4.37 -8.58 -0.05 -12.53 4.66 -6.38 11-2024 11-2025
-11.85 -15.32 -4.91 -21.51 6 -13.4 10-2024 10-2025
-16.18 -18.54 -12.2 -22.23 3.64 -17.29 09-2024 09-2025
-13.46 -16.84 -9.53 -20.45 4.04 -15.07 08-2024 08-2025
-10.53 -13.64 -4.36 -19.21 5.37 -11.94 07-2024 07-2025
-0.83 -11.94 5.26 -17.03 8.81 -6.13 06-2024 06-2025
-9.84 -12.48 -2.68 -18.92 5.82 -10.98 05-2024 05-2025
-16.9 -9.97 -2.44 -23.32 7.78 -13.16 04-2024 04-2025

Rolling return for 3 year

Average return: 21.14
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.73 18.07 20.91 13.99 2.49 17.43 03-2023 03-2026
17.87 19.33 21.86 15.42 2.33 18.62 02-2023 02-2026
18.75 17.65 21.26 15.22 2.17 18.22 01-2023 01-2026
17.66 16.56 19.72 14.55 1.87 17.12 12-2022 12-2025
16.29 16.22 18.01 14.52 1.23 16.26 11-2022 11-2025
16.6 16.99 19.59 14.07 1.96 16.81 10-2022 10-2025
16.69 15.4 18.51 13.63 1.78 16.06 09-2022 09-2025
18.12 16.81 19.88 15.09 1.76 17.47 08-2022 08-2025
23.17 21.35 25.94 18.68 2.65 22.29 07-2022 07-2025
24.37 21.12 26.87 18.74 3.1 22.78 06-2022 06-2025
19.9 16.73 22.99 13.8 3.44 18.35 05-2022 05-2025
9.06 11.96 15.05 6.13 3.32 10.55 04-2022 04-2025
12.97 12.02 16.26 8.85 2.64 12.53 03-2022 03-2025
13.3 14.34 18.61 9.21 3.34 13.87 02-2022 02-2025
14.57 15.82 21.03 9.64 4.05 15.27 01-2022 01-2025
18.39 18.43 22.2 14.74 2.64 18.44 12-2021 12-2024
18.18 17.9 21.75 14.45 2.58 18.07 11-2021 11-2024
19.99 18.97 24.72 14.46 3.65 19.53 10-2021 10-2024
22.8 23.43 25.9 20.39 1.96 23.13 09-2021 09-2024
23.49 24.12 27.01 20.68 2.25 23.82 08-2021 08-2024
23.74 25.08 28.02 20.89 2.57 24.43 07-2021 07-2024
21.6 26.46 29.05 19.16 3.9 24.07 06-2021 06-2024
24.97 27 29.47 22.59 2.54 26.01 05-2021 05-2024
26.3 25.49 29.73 22.17 2.69 25.92 04-2021 04-2024
27.5 28.17 31.58 24.19 2.62 27.86 03-2021 03-2024
29.88 26.99 32.98 24.04 3.32 28.47 02-2021 02-2024
27.14 25.82 30.33 22.73 2.73 26.5 01-2021 01-2024
25.72 26.19 29.45 22.56 2.44 25.98 12-2020 12-2023
23.33 25.37 28.44 20.38 2.94 24.38 11-2020 11-2023
22.69 23.79 25.68 20.84 1.75 23.25 10-2020 10-2023
24.03 23.47 26.4 21.15 1.87 23.76 09-2020 09-2023
23.01 22.64 24.87 20.81 1.44 22.83 08-2020 08-2023
25.09 24.39 27.28 22.25 1.8 24.75 07-2020 07-2023
25.09 24.48 27.15 22.47 1.67 24.8 06-2020 06-2023
26.68 26.21 29.17 23.77 1.92 26.46 05-2020 05-2023
27.42 22.43 30.04 19.97 3.97 24.96 04-2020 04-2023

Rolling return for 5 year

Average return: 19.61
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.11 15.72 17.57 13.31 1.52 15.43 03-2021 03-2026
17.18 16.29 19.54 13.98 1.99 16.75 02-2021 02-2026
17.91 16.9 19.4 15.45 1.44 17.41 01-2021 01-2026
19.29 18.71 20.54 17.48 1.1 19.01 12-2020 12-2025
21.13 20.44 22.2 19.38 1.03 20.79 11-2020 11-2025
20.29 21.02 22.13 19.2 1.07 20.66 10-2020 10-2025
20.7 20.12 21.82 19.01 1.01 20.41 09-2020 09-2025
20.72 20.49 21.8 19.42 0.85 20.61 08-2020 08-2025
22.6 22.55 24.25 20.92 1.18 22.58 07-2020 07-2025
23.82 23.73 25.31 22.26 1.08 23.78 06-2020 06-2025
24.51 24.68 26.43 22.79 1.29 24.6 05-2020 05-2025
23.36 22.86 27.39 18.98 2.98 23.15 04-2020 04-2025
26.63 19.93 28.83 17.89 4.54 23.32 03-2020 03-2025
18.23 19.81 21.52 16.56 1.84 19.03 02-2020 02-2025
20.41 22.8 24.44 18.82 2.16 21.62 01-2020 01-2025
23.72 25.16 26.1 22.8 1.27 24.45 12-2019 12-2024
23.93 25.47 26.16 23.25 1.16 24.7 11-2019 11-2024
26.28 27.8 29.24 24.87 1.64 27.05 10-2019 10-2024
28.59 28.29 30.54 26.39 1.47 28.45 09-2019 09-2024
27.83 29.09 30 26.93 1.17 28.46 08-2019 08-2024
26.46 26.61 29.07 24.05 1.78 26.55 07-2019 07-2024
22.29 26.02 26.74 21.6 2.25 24.16 06-2019 06-2024
23.92 25.34 26.58 22.71 1.46 24.64 05-2019 05-2024
22.1 23.36 24.07 21.39 1.05 22.73 04-2019 04-2024
21.87 23.14 24.19 20.83 1.27 22.51 03-2019 03-2024
22.41 22.79 24.16 21.07 1.1 22.61 02-2019 02-2024
21.26 22.15 23.08 20.34 1.02 21.71 01-2019 01-2024
20.09 21.04 22.21 18.94 1.2 20.57 12-2018 12-2023
17.36 19.04 20.25 16.17 1.56 18.2 11-2018 11-2023
17.68 16.97 19.39 15.29 1.47 17.33 10-2018 10-2023
15.78 15.36 17.1 14.06 1.09 15.58 09-2018 09-2023
14.37 14.13 15.4 13.1 0.82 14.25 08-2018 08-2023
14.84 15.18 16.04 13.98 0.74 15.01 07-2018 07-2023
14.24 14.58 15.36 13.46 0.68 14.41 06-2018 06-2023
13.35 13.63 14.68 12.31 0.84 13.49 05-2018 05-2023
12.14 12.05 13.52 10.69 1 12.1 04-2018 04-2023
12.32 13.11 13.93 11.51 0.9 12.72 03-2018 03-2023
12.05 12.12 13.47 10.72 0.97 12.09 02-2018 02-2023
11.02 12.29 13.05 10.28 1.08 11.66 01-2018 01-2023
13.7 13.7 15.54 11.89 1.29 13.71 12-2017 12-2022
14.75 14.68 15.82 13.63 0.77 14.72 11-2017 11-2022
13.87 14.12 15.37 12.63 0.97 14 10-2017 10-2022
14.39 14.83 16.23 13.01 1.15 14.61 09-2017 09-2022
14.46 14.9 16.26 13.12 1.12 14.68 08-2017 08-2022
12.81 13.9 15.35 11.39 1.45 13.36 07-2017 07-2022
13.03 15.27 16.21 12.11 1.65 14.15 06-2017 06-2022
14.32 16.7 17.96 13.1 1.91 15.52 05-2017 05-2022
18.16 18.98 20.11 17.05 1.12 18.57 04-2017 04-2022
17.96 19.47 20.62 16.84 1.44 18.72 03-2017 03-2022
18.13 19.91 20.76 17.3 1.38 19.03 02-2017 02-2022
21.97 22.29 25.23 19.11 2.17 22.15 01-2017 01-2022
23.99 24.18 26.35 21.87 1.59 24.1 12-2016 12-2021
23.89 23.32 26.3 20.97 1.9 23.62 11-2016 11-2021
21.25 23.98 24.74 20.52 1.78 22.62 10-2016 10-2021
21.47 21.9 22.92 20.45 0.89 21.68 09-2016 09-2021
20.84 21.27 22.52 19.61 1.04 21.06 08-2016 08-2021
21.67 21.42 23.39 19.73 1.3 21.55 07-2016 07-2021
21.75 22.35 23.24 20.87 0.86 22.05 06-2016 06-2021
21.24 21.69 22.65 20.29 0.85 21.47 05-2016 05-2021
19.97 21.02 22.39 18.63 1.38 20.5 04-2016 04-2021

Rolling return for 7 year

Average return: 17.98
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.76 15.79 16.5 14.06 0.94 15.28 03-2019 03-2026
15.68 16.42 17.34 14.77 0.95 16.05 02-2019 02-2026
16.47 16.89 17.52 15.84 0.61 16.68 01-2019 01-2026
17.19 17.26 18.07 16.39 0.59 17.23 12-2018 12-2025
17.51 17.4 18.26 16.66 0.57 17.46 11-2018 11-2025
17.42 16.97 18.7 15.71 1.07 17.2 10-2018 10-2025
15.8 15.33 16.57 14.57 0.73 15.57 09-2018 09-2025
15.22 15.04 15.95 14.31 0.58 15.13 08-2018 08-2025
16 16.49 17.11 15.39 0.63 16.25 07-2018 07-2025
16.39 16.81 17.38 15.82 0.57 16.6 06-2018 06-2025
15.57 16.08 16.84 14.82 0.74 15.83 05-2018 05-2025
13.65 15.21 16.29 12.6 1.42 14.44 04-2018 04-2025
15.06 15.89 16.48 14.47 0.77 15.48 03-2018 03-2025
14.95 16.23 17.23 13.97 1.24 15.59 02-2018 02-2025
15.15 17.32 17.88 14.59 1.39 16.23 01-2018 01-2025
18.38 18.63 20 17.03 1.05 18.51 12-2017 12-2024
18.45 19.13 19.97 17.62 0.86 18.79 11-2017 11-2024
19.32 20.37 21.31 18.39 1.1 19.85 10-2017 10-2024
20.61 20.86 21.91 19.57 0.83 20.74 09-2017 09-2024
20.74 21.18 22.2 19.73 0.89 20.96 08-2017 08-2024
21.08 21.76 22.86 19.99 1.04 21.42 07-2017 07-2024
19.98 22.36 23.07 19.28 1.58 21.17 06-2017 06-2024
20.7 21.61 22.55 19.78 1.03 21.16 05-2017 05-2024
20.06 20.63 21.44 19.25 0.8 20.34 04-2017 04-2024
20.07 20.87 21.7 19.25 0.91 20.47 03-2017 03-2024
20.17 20.78 21.39 19.57 0.68 20.48 02-2017 02-2024
21.25 20.48 22.54 19.21 1.21 20.87 01-2017 01-2024
21.02 21.03 22.54 19.53 1.06 21.03 12-2016 12-2023
18.67 18.72 20.76 16.67 1.45 18.71 11-2016 11-2023
16.58 17.28 17.79 16.08 0.65 16.93 10-2016 10-2023
17.31 17.56 18.26 16.61 0.59 17.43 09-2016 09-2023
17.26 17.16 18.02 16.41 0.57 17.21 08-2016 08-2023
18.05 17.57 18.93 16.7 0.81 17.81 07-2016 07-2023
18.12 18.33 18.94 17.51 0.51 18.23 06-2016 06-2023
17.71 18.04 18.7 17.05 0.59 17.88 05-2016 05-2023
17.07 17.14 18.09 16.13 0.69 17.11 04-2016 04-2023
16.94 17.64 18.14 16.45 0.65 17.29 03-2016 03-2023

Rolling return for 10 year

Average return: 17.32
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.88 17.77 18.12 16.53 0.64 17.32 03-2016 03-2026