NIFTY50 USD

Index type: Equity Mean-Variance Ratio (MVR): 2.33 Weighted mean CAGR by duration: 9.15 Mean CAGR: 8.12 Standard deviation CAGR: 3.48 Range for CAGR: 9.54

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -11.56 16.40 0.95 1.34
3 year 2.10 27.65 10.09 10.88
5 year 3.44 22.70 10.47 10.48
7 year 5.61 12.25 9.22 9.19
10 year 7.85 9.57 8.71 8.71

Rolling return for 1 year

Average return: 1.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
-1.88 0.18 9.38 -10.13 6.94 -0.61 03-2025 03-2026
5.94 7.96 16.4 -1.74 6.46 7.14 02-2025 02-2026
2.66 4.43 11.4 -3.77 5.4 3.68 01-2025 01-2026
1.22 1.95 7.82 -4.29 4.29 1.68 12-2024 12-2025
2.89 3.75 9.06 -2.12 3.97 3.4 11-2024 11-2025
-3.09 -2.48 4.36 -9.44 4.89 -2.66 10-2024 10-2025
-6.37 -7.96 -2.56 -11.56 3.23 -7.11 09-2024 09-2025
-3.11 -4.39 0.67 -7.98 3.09 -3.7 08-2024 08-2025
-2.13 0.21 3.37 -5.12 3.11 -0.92 07-2024 07-2025
9.1 4.1 14.47 -0.78 5.68 6.72 06-2024 06-2025
6.94 6.35 11.75 1.77 3.54 6.7 05-2024 05-2025
-1.94 5.31 9.4 -5.61 5.89 1.79 04-2024 04-2025

Rolling return for 3 year

Average return: 10.88
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.54 8.55 10.47 4.69 2.16 7.56 03-2023 03-2026
8.57 10.5 12.03 7.08 1.88 9.54 02-2023 02-2026
7.98 9.63 10.96 6.68 1.62 8.81 01-2023 01-2026
9.16 8.74 11.49 6.47 1.78 8.96 12-2022 12-2025
9.3 9.38 11.44 7.27 1.47 9.35 11-2022 11-2025
10.56 11.31 13.32 8.6 1.69 10.95 10-2022 10-2025
10.5 8.11 11.98 6.68 2.06 9.32 09-2022 09-2025
8.54 8.4 9.94 7.02 1.03 8.47 08-2022 08-2025
12.38 11.32 14.45 9.31 1.86 11.87 07-2022 07-2025
13.42 11.86 15.25 10.09 1.91 12.66 06-2022 06-2025
11.4 9.61 13.05 8.01 1.89 10.52 05-2022 05-2025
5.31 6.42 9.22 2.61 2.37 5.89 04-2022 04-2025
7.08 6.22 10.26 3.16 2.53 6.68 03-2022 03-2025
5.59 4.69 8.27 2.1 2.2 5.16 02-2022 02-2025
5.08 4.51 7.37 2.28 1.81 4.81 01-2022 01-2025
8.06 7.75 10.1 5.76 1.54 7.92 12-2021 12-2024
6.94 5.97 8.73 4.22 1.63 6.46 11-2021 11-2024
6.91 7.87 9.36 5.46 1.42 7.4 10-2021 10-2024
8.21 8.96 10.29 6.91 1.22 8.59 09-2021 09-2024
10.18 8.64 12.09 6.79 1.95 9.43 08-2021 08-2024
11.31 11.74 12.46 10.59 0.68 11.53 07-2021 07-2024
7.45 10 10.91 6.57 1.78 8.73 06-2021 06-2024
10.24 8.79 12.07 7.01 1.86 9.53 05-2021 05-2024
11.36 10.38 12.78 8.99 1.38 10.88 04-2021 04-2024
10.01 9.03 11.27 7.79 1.28 9.52 03-2021 03-2024
10.02 8.37 11.1 7.32 1.46 9.2 02-2021 02-2024
10.97 9.96 12.57 8.4 1.52 10.47 01-2021 01-2024
11.05 11.02 13.8 8.34 1.93 11.05 12-2020 12-2023
13.29 11.03 15.48 8.93 2.45 12.18 11-2020 11-2023
13.23 13.4 15.13 11.53 1.27 13.32 10-2020 10-2023
17.08 15.41 18.41 14.11 1.63 16.25 09-2020 09-2023
16.97 14.77 18.22 13.55 1.83 15.88 08-2020 08-2023
19.2 17.3 20.88 15.67 1.96 18.26 07-2020 07-2023
20.23 19.11 21.92 17.47 1.62 19.68 06-2020 06-2023
23.61 21.15 24.68 20.1 1.84 22.38 05-2020 05-2023
25.81 18.91 27.65 17.19 4.43 22.39 04-2020 04-2023

Rolling return for 5 year

Average return: 10.48
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.71 5.71 7.01 3.44 1.31 5.22 03-2021 03-2026
6.5 6.91 8.52 4.92 1.28 6.71 02-2021 02-2026
7.75 7.99 9.53 6.24 1.17 7.88 01-2021 01-2026
9.49 9.25 10.88 7.88 1.06 9.38 12-2020 12-2025
12.64 11.31 13.96 10.02 1.47 11.98 11-2020 11-2025
12.29 12.94 13.97 11.28 0.98 12.62 10-2020 10-2025
13.65 12.8 14.56 11.91 0.98 13.23 09-2020 09-2025
13.78 12.63 14.65 11.77 1.1 13.21 08-2020 08-2025
15.43 14.62 16.7 13.37 1.21 15.03 07-2020 07-2025
17.23 16.72 18.37 15.61 0.99 16.98 06-2020 06-2025
19.33 18.32 20.38 17.28 1.15 18.83 05-2020 05-2025
19.46 17.01 22.1 14.48 2.83 18.26 04-2020 04-2025
20.57 12.37 22.7 10.41 5.22 16.51 03-2020 03-2025
10.25 9.77 11.92 8.13 1.35 10.02 02-2020 02-2025
9.66 10.09 11.09 8.68 0.87 9.88 01-2020 01-2025
10.56 11.09 11.81 9.86 0.71 10.83 12-2019 12-2024
10.97 11.35 12.08 10.25 0.66 11.16 11-2019 11-2024
12.92 12.94 14.46 11.42 1.07 12.94 10-2019 10-2024
14.69 13.89 16.01 12.6 1.24 14.3 09-2019 09-2024
13.82 13.61 15 12.44 0.91 13.72 08-2019 08-2024
12.4 11.31 13.1 10.62 0.96 11.86 07-2019 07-2024
9.43 10.54 11.53 8.46 1.15 9.99 06-2019 06-2024
10.71 10 11.81 8.92 1.05 10.36 05-2019 05-2024
9.7 9.92 10.54 9.09 0.52 9.81 04-2019 04-2024
11.37 10.12 12.13 9.37 1.07 10.75 03-2019 03-2024
11.87 11.58 12.53 10.93 0.57 11.73 02-2019 02-2024
11.28 11.27 12.23 10.32 0.68 11.27 01-2019 01-2024
10.63 10.81 12.27 9.19 1.09 10.73 12-2018 12-2023
10.06 9.12 11.33 7.88 1.26 9.6 11-2018 11-2023
10.63 9.53 11.74 8.44 1.23 10.09 10-2018 10-2023
9.25 8.3 9.99 7.56 0.92 8.78 09-2018 09-2023
7.49 7.47 8.17 6.79 0.49 7.48 08-2018 08-2023
8.55 8.03 9.46 7.13 0.84 8.29 07-2018 07-2023
7.8 7.8 8.71 6.9 0.64 7.8 06-2018 06-2023
7.56 6.98 8.12 6.43 0.63 7.27 05-2018 05-2023
6.34 6.53 7.27 5.6 0.59 6.43 04-2018 04-2023
5.95 6.13 7.07 5.02 0.73 6.04 03-2018 03-2023
5.56 4.8 6.43 3.94 0.92 5.18 02-2018 02-2023
5.69 5 6.46 4.24 0.82 5.35 01-2018 01-2023
6.66 7.02 8.27 5.43 1.01 6.84 12-2017 12-2022
7.02 7.31 8.23 6.12 0.75 7.17 11-2017 11-2022
6.49 6.37 7.64 5.23 0.85 6.43 10-2017 10-2022
6.75 7.59 9.03 5.35 1.33 7.18 09-2017 09-2022
7.41 7.35 8.33 6.44 0.67 7.38 08-2017 08-2022
6.09 6.62 7.87 4.87 1.08 6.36 07-2017 07-2022
5.91 7.33 7.83 5.42 0.99 6.62 06-2017 06-2022
7.14 8.39 9.14 6.4 1.06 7.77 05-2017 05-2022
9.41 10.37 11.13 8.67 0.93 9.9 04-2017 04-2022
9.13 10.25 11.6 7.81 1.4 9.7 03-2017 03-2022
10.76 12.18 13.02 9.93 1.2 11.47 02-2017 02-2022
13.66 14.26 15.52 12.43 1.11 13.97 01-2017 01-2022
13.42 13.8 14.9 12.34 0.92 13.62 12-2016 12-2021
14.26 13.55 16.04 11.81 1.52 13.92 11-2016 11-2021
13.02 13.23 13.96 12.3 0.59 13.13 10-2016 10-2021
12.6 12.45 13.42 11.64 0.63 12.53 09-2016 09-2021
10.85 12.34 12.95 10.25 1.09 11.6 08-2016 08-2021
11.17 10.57 11.6 10.14 0.56 10.87 07-2016 07-2021
12.17 11.79 12.72 11.24 0.54 11.98 06-2016 06-2021
11.39 12.02 13.39 10.04 1.21 11.71 05-2016 05-2021
10.92 11.14 12.36 9.72 0.94 11.04 04-2016 04-2021

Rolling return for 7 year

Average return: 9.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.13 7.41 8.81 5.76 1.08 7.28 03-2019 03-2026
8.78 9.59 10.25 8.12 0.81 9.18 02-2019 02-2026
8.87 9.48 10.15 8.21 0.72 9.18 01-2019 01-2026
9.64 9.6 10.63 8.62 0.71 9.62 12-2018 12-2025
10.52 9.86 11.45 8.95 0.91 10.2 11-2018 11-2025
10.71 10.3 11.89 9.14 0.98 10.51 10-2018 10-2025
9.09 8.5 9.71 7.88 0.68 8.79 09-2018 09-2025
7.96 8.05 8.55 7.46 0.39 8.01 08-2018 08-2025
8.96 8.79 9.82 7.94 0.67 8.88 07-2018 07-2025
9.23 9.33 9.98 8.58 0.5 9.28 06-2018 06-2025
9.13 9 9.82 8.31 0.54 9.07 05-2018 05-2025
7.52 8.67 9.21 6.99 0.88 8.1 04-2018 04-2025
7.38 8.05 8.73 6.7 0.76 7.71 03-2018 03-2025
6.78 6.75 7.94 5.61 0.82 6.77 02-2018 02-2025
7.11 7.04 8.1 6.06 0.72 7.08 01-2018 01-2025
8.54 8.5 9.41 7.64 0.63 8.52 12-2017 12-2024
8.6 8.72 9.38 7.94 0.51 8.66 11-2017 11-2024
9.69 9.81 10.75 8.76 0.7 9.75 10-2017 10-2024
10.39 10.25 11.29 9.35 0.69 10.32 09-2017 09-2024
9.5 9.59 10.31 8.79 0.54 9.55 08-2017 08-2024
10 9.58 10.49 9.09 0.52 9.79 07-2017 07-2024
8.61 9.73 10.09 8.25 0.76 9.17 06-2017 06-2024
8.97 9.21 9.75 8.44 0.47 9.09 05-2017 05-2024
9.33 9.39 9.93 8.8 0.4 9.36 04-2017 04-2024
10.19 9.77 10.73 9.24 0.55 9.98 03-2017 03-2024
10.57 10.45 11.04 9.99 0.37 10.51 02-2017 02-2024
11.38 11.19 12.06 10.51 0.55 11.29 01-2017 01-2024
11.08 11.49 12.25 10.33 0.69 11.29 12-2016 12-2023
10.13 9.33 11.04 8.44 0.96 9.73 11-2016 11-2023
8.55 8.82 9.32 8.05 0.46 8.69 10-2016 10-2023
8.91 8.78 9.44 8.25 0.42 8.84 09-2016 09-2023
8.93 9.01 9.43 8.51 0.33 8.97 08-2016 08-2023
9.55 9.48 10.21 8.83 0.49 9.52 07-2016 07-2023
9.49 9.49 10.15 8.84 0.46 9.49 06-2016 06-2023
9.75 9.2 10.16 8.8 0.52 9.48 05-2016 05-2023
9.28 9.11 9.96 8.43 0.54 9.2 04-2016 04-2023
9.18 9.23 10.01 8.41 0.57 9.21 03-2016 03-2023

Rolling return for 10 year

Average return: 8.71
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.39 9.02 9.57 7.85 0.65 8.71 03-2016 03-2026