NIFTY500 SHARIAH

Index type: Equity Mean-Variance Ratio (MVR): 1.43 Weighted mean CAGR by duration: 12.95 Mean CAGR: 10.48 Standard deviation CAGR: 7.31 Range for CAGR: 19.76

Rolling returns

Summary

Duration Min Max Median Average XIRR (%)
1 year -16.14 15.80 -5.37 -3.96
3 year 3.62 28.72 14.27 14.65
5 year 7.73 25.66 16.20 15.80
7 year 9.88 16.75 13.56 13.69
10 year 11.60 12.80 12.20 12.20

Rolling return for 1 year

Average return: -3.96
Min Max Min-Max Max-Min Standard Deviation Mean From To
1.68 0.05 9.94 -7.47 6.19 1.05 03-2025 03-2026
8.43 1.8 15.8 -4.68 7.61 5.34 02-2025 02-2026
1.28 -4.12 7.96 -10.06 6.65 -1.24 01-2025 01-2026
-5.28 -6.61 -1.96 -9.78 2.8 -5.91 12-2024 12-2025
-3.57 -6.49 -0.36 -9.5 3.39 -4.98 11-2024 11-2025
-8.54 -12.3 -4.66 -15.87 4.18 -10.34 10-2024 10-2025
-13.88 -11.49 -9.11 -16.14 2.63 -12.66 09-2024 09-2025
-10.1 -11.61 -5.87 -15.59 3.48 -10.79 08-2024 08-2025
-6.63 -8.75 -2.99 -12.18 3.33 -7.64 07-2024 07-2025
4.96 -2.07 8.72 -5.46 5.6 1.54 06-2024 06-2025
-0.3 1.72 7.74 -5.86 4.86 0.82 05-2024 05-2025
-8.35 2.6 5.84 -11.15 7.15 -2.76 04-2024 04-2025

Rolling return for 3 year

Average return: 14.65
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.66 10.71 12.55 7.86 1.7 10.2 03-2023 03-2026
11.36 12.3 13.83 9.87 1.44 11.84 02-2023 02-2026
10.53 11.54 12.91 9.19 1.36 11.04 01-2023 01-2026
11.23 10.04 12.52 8.79 1.38 10.64 12-2022 12-2025
10.4 10.3 11.61 9.1 0.89 10.35 11-2022 11-2025
11.25 11.5 12.8 9.97 1 11.38 10-2022 10-2025
11.12 10.9 13.13 8.92 1.49 11.02 09-2022 09-2025
10.14 10.49 11.84 8.81 1.08 10.32 08-2022 08-2025
14.11 12.49 15.57 11.07 1.69 13.31 07-2022 07-2025
15.88 13.79 17.24 12.47 1.84 14.84 06-2022 06-2025
12.24 11.87 15.18 9.01 2.19 12.07 05-2022 05-2025
5.65 8.71 10.84 3.62 2.77 7.21 04-2022 04-2025
8.15 8.75 11.6 5.39 2.21 8.47 03-2022 03-2025
8.69 9.7 13.46 5.09 2.98 9.23 02-2022 02-2025
9.53 10.3 13.95 6.02 2.82 9.95 01-2022 01-2025
12.56 12.07 14.4 10.27 1.47 12.33 12-2021 12-2024
11.91 12.4 14.31 10.05 1.52 12.17 11-2021 11-2024
13.31 14.22 16.51 11.08 1.95 13.78 10-2021 10-2024
15.08 14.62 16.11 13.61 0.9 14.86 09-2021 09-2024
15.21 15.36 17.65 12.97 1.66 15.3 08-2021 08-2024
15.45 17.19 17.83 14.83 1.23 16.32 07-2021 07-2024
13.03 14.99 17.04 11.05 2.23 14.03 06-2021 06-2024
15.13 15.01 17.36 12.83 1.6 15.08 05-2021 05-2024
15.2 14.57 16.4 13.39 1.09 14.89 04-2021 04-2024
15.8 16.03 17.86 14 1.37 15.92 03-2021 03-2024
17.74 17.21 18.93 16.03 1.04 17.48 02-2021 02-2024
17.12 15.77 18.42 14.49 1.47 16.45 01-2021 01-2024
17.44 17.18 20.24 14.45 2.05 17.33 12-2020 12-2023
17.42 17.67 20.41 14.74 2.01 17.56 11-2020 11-2023
17.43 18.09 19.52 16.02 1.26 17.76 10-2020 10-2023
20.85 19.95 22.15 18.68 1.27 20.41 09-2020 09-2023
20.71 19.54 21.58 18.68 1.11 20.13 08-2020 08-2023
22.92 20.91 24.39 19.49 1.87 21.93 07-2020 07-2023
23.14 22.67 24.51 21.33 1.14 22.91 06-2020 06-2023
24.65 23.77 26.43 22.02 1.59 24.22 05-2020 05-2023
27.61 21.64 28.72 20.59 3.57 24.64 04-2020 04-2023

Rolling return for 5 year

Average return: 15.8
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.75 9.43 10.46 7.73 0.99 9.09 03-2021 03-2026
11.01 11.49 12.47 10.04 0.88 11.25 02-2021 02-2026
11.53 11.44 12.97 10.03 1.04 11.49 01-2021 01-2026
13.61 12.64 14.4 11.87 0.96 13.13 12-2020 12-2025
15.46 14.63 16.22 13.88 0.88 15.05 11-2020 11-2025
15.38 15.5 16.35 14.55 0.64 15.45 10-2020 10-2025
16.48 16.47 17.74 15.22 0.89 16.48 09-2020 09-2025
16.82 16.71 17.9 15.64 0.8 16.77 08-2020 08-2025
19.27 18.16 20.19 17.26 1.11 18.72 07-2020 07-2025
20.12 19.89 20.96 19.05 0.68 20.01 06-2020 06-2025
20.72 21.04 22.6 19.18 1.21 20.88 05-2020 05-2025
20.77 20.15 24.3 16.74 2.68 20.49 04-2020 04-2025
23.31 17.9 25.66 15.7 4.01 20.64 03-2020 03-2025
16.42 17.65 19.46 14.66 1.75 17.05 02-2020 02-2025
17.9 19.5 20.73 16.7 1.53 18.71 01-2020 01-2025
20.54 20.95 21.72 19.78 0.7 20.75 12-2019 12-2024
19.94 20.49 21.47 18.97 0.91 20.22 11-2019 11-2024
21.28 22 23.33 19.98 1.21 21.65 10-2019 10-2024
23.23 22.5 23.88 21.85 0.76 22.87 09-2019 09-2024
22.38 23.15 23.93 21.61 0.86 22.77 08-2019 08-2024
21.84 21.84 23.34 20.36 1.05 21.84 07-2019 07-2024
17.92 19.41 20.42 16.94 1.34 18.67 06-2019 06-2024
18.47 18.48 19.84 17.13 0.96 18.48 05-2019 05-2024
17.15 17.48 17.88 16.75 0.42 17.31 04-2019 04-2024
17.47 17.7 18.72 16.46 0.8 17.59 03-2019 03-2024
19.01 18.43 19.73 17.72 0.74 18.72 02-2019 02-2024
17.8 17.47 18.58 16.69 0.68 17.63 01-2019 01-2024
16.35 16.65 18.01 15.01 1.07 16.5 12-2018 12-2023
14.32 15.47 16.06 13.74 0.92 14.9 11-2018 11-2023
15.22 14.5 16.45 13.29 1.15 14.86 10-2018 10-2023
14.17 13.14 14.9 12.41 0.95 13.65 09-2018 09-2023
12.56 12.08 13.04 11.6 0.54 12.32 08-2018 08-2023
12.79 12.47 13.6 11.67 0.69 12.63 07-2018 07-2023
12.39 12.13 13.14 11.39 0.63 12.26 06-2018 06-2023
11.1 11.12 12.05 10.18 0.66 11.11 05-2018 05-2023
10.15 9.93 10.72 9.36 0.49 10.04 04-2018 04-2023
10.3 10.5 11.4 9.41 0.71 10.4 03-2018 03-2023
10.44 10.05 11.34 9.16 0.78 10.25 02-2018 02-2023
9.74 9.93 10.55 9.14 0.5 9.84 01-2018 01-2023
11.05 10.91 12.54 9.44 1.1 10.98 12-2017 12-2022
11.7 11.81 12.5 11.02 0.52 11.76 11-2017 11-2022
11.91 11.42 12.7 10.64 0.75 11.67 10-2017 10-2022
12.35 12.52 13.7 11.18 0.89 12.44 09-2017 09-2022
13.31 13.17 14.14 12.35 0.63 13.24 08-2017 08-2022
11.74 12.5 13.56 10.69 1.05 12.12 07-2017 07-2022
11.04 12.53 13.05 10.53 1.04 11.79 06-2017 06-2022
12.33 13.41 14.31 11.44 1.08 12.87 05-2017 05-2022
14.54 15.19 15.88 13.85 0.75 14.87 04-2017 04-2022
14.65 15.62 16.44 13.84 0.98 15.14 03-2017 03-2022
15.51 16.75 17.87 14.41 1.3 16.14 02-2017 02-2022
17.65 19.04 19.96 16.74 1.24 18.35 01-2017 01-2022
18.86 19.24 20.34 17.78 0.92 19.05 12-2016 12-2021
19.16 17.68 20.37 16.5 1.46 18.43 11-2016 11-2021
16.8 17.7 18.21 16.31 0.74 17.26 10-2016 10-2021
17.43 17.73 18.34 16.82 0.55 17.58 09-2016 09-2021
16.55 17.26 17.93 15.89 0.76 16.91 08-2016 08-2021
16.78 16.18 17.16 15.8 0.53 16.48 07-2016 07-2021
16.4 16.93 17.65 15.7 0.71 16.67 06-2016 06-2021
15.72 16.27 17.13 14.87 0.82 16 05-2016 05-2021
15.7 15.72 16.8 14.62 0.77 15.71 04-2016 04-2021

Rolling return for 7 year

Average return: 13.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.86 12.42 13.11 11.17 0.71 12.14 03-2019 03-2026
13.76 13.94 14.83 12.87 0.7 13.85 02-2019 02-2026
13.57 13.84 14.61 12.81 0.64 13.71 01-2019 01-2026
13.93 13.55 14.49 12.99 0.55 13.74 12-2018 12-2025
13.83 13.94 14.36 13.41 0.34 13.88 11-2018 11-2025
14.4 13.7 15.08 13.03 0.77 14.05 10-2018 10-2025
13.03 12.65 13.9 11.78 0.76 12.84 09-2018 09-2025
12.17 12.23 12.91 11.49 0.5 12.2 08-2018 08-2025
13.14 12.95 13.76 12.33 0.51 13.04 07-2018 07-2025
13.33 13.17 13.9 12.61 0.46 13.25 06-2018 06-2025
12.21 12.79 13.46 11.55 0.71 12.5 05-2018 05-2025
10.45 12.17 12.74 9.88 1.18 11.31 04-2018 04-2025
11.31 12.17 12.82 10.67 0.82 11.74 03-2018 03-2025
11.12 12.25 13.19 10.2 1.13 11.69 02-2018 02-2025
11.35 12.8 13.25 10.91 0.97 12.08 01-2018 01-2025
13.68 13.29 14.48 12.5 0.71 13.49 12-2017 12-2024
13.5 14.03 14.54 13 0.58 13.77 11-2017 11-2024
14.9 15.33 16.28 13.96 0.83 15.12 10-2017 10-2024
16.15 15.72 16.59 15.29 0.48 15.94 09-2017 09-2024
15.7 16.04 16.75 15 0.63 15.87 08-2017 08-2024
15.68 15.91 16.69 14.9 0.64 15.8 07-2017 07-2024
14 15.34 15.72 13.63 0.88 14.67 06-2017 06-2024
14.22 14.51 15.16 13.58 0.57 14.37 05-2017 05-2024
14.22 14.24 14.73 13.73 0.35 14.23 04-2017 04-2024
14.63 14.92 15.5 14.05 0.52 14.78 03-2017 03-2024
15.68 15.4 16.18 14.9 0.46 15.54 02-2017 02-2024
15.79 15.7 16.34 15.15 0.42 15.75 01-2017 01-2024
15.5 15.92 16.68 14.75 0.7 15.71 12-2016 12-2023
14.38 13.77 15.62 12.55 1.11 14.08 11-2016 11-2023
12.57 13.08 13.43 12.23 0.46 12.83 10-2016 10-2023
13.41 13.51 13.93 12.99 0.33 13.46 09-2016 09-2023
13.26 13.14 13.61 12.8 0.29 13.2 08-2016 08-2023
13.33 13.23 13.91 12.65 0.45 13.28 07-2016 07-2023
13.45 13.5 13.99 12.96 0.36 13.47 06-2016 06-2023
13.22 13.32 13.92 12.63 0.46 13.27 05-2016 05-2023
12.98 12.64 13.4 12.23 0.43 12.81 04-2016 04-2023
12.9 13.24 13.71 12.44 0.46 13.07 03-2016 03-2023

Rolling return for 10 year

Average return: 12.2
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.92 12.47 12.8 11.6 0.47 12.2 03-2016 03-2026