NIFTY50 SHARIAH

Index type: Equity Mean-Variance Ratio (MVR): 1.04 Weighted mean CAGR by duration: 9.77 Mean CAGR: 7.16 Standard deviation CAGR: 6.86 Range for CAGR: 19.09

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -20.87 13.06 -6.38 -6.29
3 year -0.53 23.92 8.09 9.09
5 year 2.92 20.64 13.00 12.80
7 year 7.44 14.26 10.91 10.99
10 year 8.70 9.74 9.22 9.22

Rolling return for 1 year

Average return: -6.29
Min Max Min-Max Max-Min Standard Deviation Mean From To
-5.09 -6.21 1.41 -12.22 4.84 -5.53 03-2025 03-2026
-0.16 0.02 13.06 -11.67 8.75 0.31 02-2025 02-2026
-0.69 -4.74 2.6 -7.8 3.95 -2.66 01-2025 01-2026
-5.29 -6.55 -2.11 -9.59 2.68 -5.88 12-2024 12-2025
-7.36 -7.98 -2.88 -12.23 3.31 -7.61 11-2024 11-2025
-12.65 -15.04 -7.34 -19.91 4.53 -13.73 10-2024 10-2025
-19.08 -15.79 -13.88 -20.87 2.73 -17.4 09-2024 09-2025
-15.29 -15.41 -10.51 -19.93 3.33 -15.28 08-2024 08-2025
-7.42 -10.81 -1.76 -15.95 5.16 -8.98 07-2024 07-2025
3.13 -0.96 7.21 -4.73 4.46 1.16 06-2024 06-2025
1.24 2.68 6.86 -2.72 3.43 2.02 05-2024 05-2025
-5.87 1.81 6.19 -9.75 6.26 -1.91 04-2024 04-2025

Rolling return for 3 year

Average return: 9.09
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.28 4.83 6.61 2.54 1.45 4.56 03-2023 03-2026
5.4 7.89 9.86 3.51 2.41 6.66 02-2023 02-2026
6.89 6.71 8.06 5.55 0.89 6.8 01-2023 01-2026
6.56 5.5 7.75 4.34 1.26 6.04 12-2022 12-2025
5.39 5.23 7.07 3.58 1.24 5.32 11-2022 11-2025
6.46 6.88 8.58 4.8 1.34 6.68 10-2022 10-2025
6.28 6.21 8.51 4.02 1.59 6.25 09-2022 09-2025
5.21 5.09 7.15 3.19 1.4 5.16 08-2022 08-2025
7.56 7.07 9.71 4.97 1.68 7.33 07-2022 07-2025
9.88 8 11.31 6.62 1.79 8.95 06-2022 06-2025
7.69 6.71 9.64 4.8 1.75 7.21 05-2022 05-2025
2.24 3.54 6.43 -0.53 2.5 2.92 04-2022 04-2025
3.16 3.4 5.88 0.75 1.82 3.3 03-2022 03-2025
3.7 5 8.02 0.8 2.59 4.38 02-2022 02-2025
5.12 4.15 7.76 1.61 2.2 4.66 01-2022 01-2025
6.63 5.75 8.29 4.13 1.5 6.2 12-2021 12-2024
6.15 6.46 8.08 4.56 1.25 6.31 11-2021 11-2024
7.57 8.56 10.73 5.47 1.89 8.08 10-2021 10-2024
9.18 8.4 10 7.59 0.9 8.79 09-2021 09-2024
10.34 9.27 12.43 7.23 1.88 9.82 08-2021 08-2024
8.4 11.3 11.95 7.77 1.8 9.86 07-2021 07-2024
7.09 7.48 9.96 4.68 1.87 7.3 06-2021 06-2024
8.92 8.47 10.38 7.04 1.19 8.7 05-2021 05-2024
8.71 8.07 10.25 6.56 1.32 8.4 04-2021 04-2024
10.91 10.7 13.11 8.54 1.62 10.81 03-2021 03-2024
12.6 11.92 14.05 10.5 1.28 12.27 02-2021 02-2024
10.71 9.38 12.39 7.75 1.71 10.06 01-2021 01-2024
11.46 10.87 14.31 8.11 2.2 11.19 12-2020 12-2023
11.04 11.53 13.59 9.02 1.63 11.29 11-2020 11-2023
11.38 11.11 13.54 9 1.61 11.26 10-2020 10-2023
14.56 13.95 16.23 12.31 1.4 14.26 09-2020 09-2023
14.21 13.76 14.88 13.09 0.65 13.99 08-2020 08-2023
17.77 14.76 19.48 13.13 2.48 16.29 07-2020 07-2023
17.62 17.48 19.09 16.03 1.08 17.55 06-2020 06-2023
19.39 18.51 21.07 16.86 1.52 18.96 05-2020 05-2023
22.03 17.06 23.92 15.26 3.53 19.57 04-2020 04-2023

Rolling return for 5 year

Average return: 12.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.27 4.29 5.66 2.92 0.97 4.29 03-2021 03-2026
5.92 7.37 8.59 4.73 1.46 6.65 02-2021 02-2026
7.21 6.17 7.91 5.48 0.93 6.69 01-2021 01-2026
8.76 7.5 9.49 6.79 1.05 8.13 12-2020 12-2025
9.39 9.22 10.43 8.2 0.79 9.31 11-2020 11-2025
9.26 9.13 10.56 7.85 0.96 9.2 10-2020 10-2025
10.5 10.56 11.89 9.2 0.95 10.54 09-2020 09-2025
10.66 11.22 11.88 10.01 0.69 10.94 08-2020 08-2025
13.5 12.11 14.85 10.79 1.52 12.81 07-2020 07-2025
14.62 14.57 15.51 13.69 0.64 14.6 06-2020 06-2025
15.94 15.71 17.2 14.46 0.97 15.83 05-2020 05-2025
16.22 15.05 19.06 12.31 2.42 15.66 04-2020 04-2025
18.77 13.58 20.64 11.82 3.62 16.2 03-2020 03-2025
12.84 13.64 15.64 10.89 1.7 13.25 02-2020 02-2025
14.02 14.89 15.73 13.19 0.95 14.46 01-2020 01-2025
15.56 15.8 16.63 14.73 0.68 15.68 12-2019 12-2024
15.26 15.38 16.51 14.14 0.84 15.32 11-2019 11-2024
16.08 17.14 18.11 15.12 1.12 16.61 10-2019 10-2024
17.98 17.66 18.51 17.13 0.5 17.82 09-2019 09-2024
17.39 17.86 18.72 16.54 0.79 17.63 08-2019 08-2024
15.85 16.88 18.11 14.64 1.28 16.37 07-2019 07-2024
12.9 13.57 14.71 11.79 1.06 13.24 06-2019 06-2024
13.48 13.18 14.39 12.28 0.75 13.33 05-2019 05-2024
12.74 12.84 13.69 11.89 0.64 12.79 04-2019 04-2024
13.7 14.19 15.05 12.85 0.8 13.95 03-2019 03-2024
15.22 14.91 16.11 14.03 0.74 15.07 02-2019 02-2024
14.56 14.67 15.6 13.64 0.69 14.62 01-2019 01-2024
13.19 13.81 14.91 12.11 1.01 13.5 12-2018 12-2023
11.61 12.43 13.14 10.91 0.84 12.02 11-2018 11-2023
12.54 11.48 13.84 10.2 1.34 12.02 10-2018 10-2023
10.89 10.99 11.86 10.03 0.65 10.94 09-2018 09-2023
10.21 9.78 10.6 9.4 0.45 10 08-2018 08-2023
10.55 10.5 11.51 9.55 0.69 10.53 07-2018 07-2023
10.05 9.95 10.87 9.13 0.62 10 06-2018 06-2023
9.5 9.53 10.43 8.62 0.64 9.52 05-2018 05-2023
8.83 9.13 9.84 8.13 0.61 8.98 04-2018 04-2023
9.39 9.33 10.5 8.24 0.8 9.37 03-2018 03-2023
9.32 9.15 10.51 7.98 0.9 9.24 02-2018 02-2023
8.77 9.19 9.59 8.37 0.46 8.98 01-2018 01-2023
10.32 10.01 11.73 8.62 1.11 10.17 12-2017 12-2022
10.06 10.41 11.21 9.27 0.7 10.24 11-2017 11-2022
9.42 9.26 10.46 8.23 0.79 9.34 10-2017 10-2022
9.81 10.05 11.23 8.64 0.92 9.93 09-2017 09-2022
10.87 11.25 12.17 9.96 0.79 11.06 08-2017 08-2022
10.82 10.95 12.46 9.34 1.1 10.89 07-2017 07-2022
10 11.42 12.01 9.42 1.04 10.71 06-2017 06-2022
11.27 12.24 13.1 10.43 1 11.76 05-2017 05-2022
13.34 14.56 15.22 12.69 0.99 13.95 04-2017 04-2022
13.96 14.94 15.59 13.31 0.88 14.45 03-2017 03-2022
15.17 15.77 17.15 13.81 1.2 15.47 02-2017 02-2022
16.67 18.4 19.07 16.01 1.24 17.54 01-2017 01-2022
17.67 18.52 19.36 16.84 0.94 18.1 12-2016 12-2021
18.34 16.98 19.42 15.93 1.32 17.67 11-2016 11-2021
16.06 16.92 17.45 15.55 0.74 16.5 10-2016 10-2021
16.92 17.28 17.95 16.25 0.61 17.1 09-2016 09-2021
15.29 16.67 17.29 14.69 1.04 15.98 08-2016 08-2021
15.74 15.15 16.14 14.75 0.53 15.45 07-2016 07-2021
15.22 16.14 16.81 14.57 0.86 15.68 06-2016 06-2021
14.84 15.07 16.04 13.87 0.77 14.96 05-2016 05-2021
14.76 15.11 16.14 13.74 0.86 14.94 04-2016 04-2021

Rolling return for 7 year

Average return: 10.99
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.02 8.46 9.05 7.44 0.59 8.24 03-2019 03-2026
9.58 10.71 11.54 8.76 1.06 10.15 02-2019 02-2026
10.87 10.75 11.39 10.23 0.41 10.81 01-2019 01-2026
10.74 10.5 11.26 9.98 0.46 10.62 12-2018 12-2025
10.26 10.51 11.01 9.77 0.45 10.39 11-2018 11-2025
10.68 9.96 11.62 9.03 0.95 10.32 10-2018 10-2025
9.08 9.45 10.05 8.48 0.57 9.27 09-2018 09-2025
8.86 9.13 9.71 8.28 0.51 9 08-2018 08-2025
9.63 9.85 10.57 8.93 0.59 9.75 07-2018 07-2025
10.11 10.06 10.72 9.45 0.45 10.09 06-2018 06-2025
9.92 10.13 10.77 9.28 0.53 10.02 05-2018 05-2025
8.6 9.98 10.49 8.1 0.98 9.29 04-2018 04-2025
9.37 9.76 10.59 8.54 0.74 9.56 03-2018 03-2025
9.03 9.98 10.95 8.07 1.07 9.51 02-2018 02-2025
9.37 10.25 10.54 9.08 0.6 9.81 01-2018 01-2025
11.09 10.6 11.83 9.87 0.71 10.85 12-2017 12-2024
10.73 11.01 11.58 10.16 0.51 10.87 11-2017 11-2024
11.68 12.19 13.07 10.81 0.82 11.94 10-2017 10-2024
13.11 12.61 13.47 12.25 0.47 12.86 09-2017 09-2024
12.66 12.9 13.57 12 0.56 12.78 08-2017 08-2024
12.26 12.73 13.82 11.18 0.95 12.5 07-2017 07-2024
10.97 11.81 12.23 10.55 0.66 11.39 06-2017 06-2024
11.21 11.24 11.85 10.61 0.44 11.23 05-2017 05-2024
11.35 11.56 12.03 10.9 0.41 11.46 04-2017 04-2024
12.05 12.54 13 11.6 0.52 12.3 03-2017 03-2024
13.43 13.09 14.05 12.47 0.57 13.26 02-2017 02-2024
13.25 13.52 13.98 12.79 0.43 13.39 01-2017 01-2024
13.03 13.68 14.26 12.46 0.68 13.36 12-2016 12-2023
12.26 11.71 13.36 10.63 0.98 11.99 11-2016 11-2023
10.66 11.22 11.57 10.3 0.49 10.94 10-2016 10-2023
11.18 11.42 11.87 10.73 0.41 11.3 09-2016 09-2023
11.04 10.9 11.32 10.62 0.25 10.97 08-2016 08-2023
11.36 11.37 12.05 10.68 0.48 11.36 07-2016 07-2023
11.3 11.44 11.9 10.85 0.37 11.37 06-2016 06-2023
11.35 11.34 12.02 10.68 0.47 11.35 05-2016 05-2023
10.9 10.92 11.63 10.19 0.51 10.91 04-2016 04-2023
11.11 11.45 11.92 10.66 0.46 11.29 03-2016 03-2023

Rolling return for 10 year

Average return: 9.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.02 9.42 9.74 8.7 0.39 9.22 03-2016 03-2026