NIFTY 500

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.67
Weighted mean XIRR by duration 16.18
Mean XIRR 19.67
Standard deviation XIRR 7.38
Range XIRR 19.98

Summary

Duration Min Max Median Average XIRR (%)
1 year 14.88 46.61 35.09 34.08
3 year 11.85 20.72 17.52 17.23
5 year 15.20 22.82 18.09 18.34
7 year 12.99 16.28 14.61 14.61
10 year 12.17 15.89 14.11 14.10

Rolling return for 1 year

Average return: 34.08
Min Max Min-Max Max-Min Standard Deviation Mean From To
23.21 20.23 28.95 14.88 5.09 21.82 12-2023 12-2024
30.41 28.04 37.64 21.31 5.84 29.35 11-2023 11-2024
35.9 38.95 46.61 28.8 6.39 37.56 10-2023 10-2024
37.5 38.67 43.47 32.9 3.76 38.14 09-2023 09-2024
33.93 39.2 41.63 31.62 4 36.6 08-2023 08-2024
37.21 37.94 42.37 32.94 3.34 37.62 07-2023 07-2024
28.96 37.31 43.14 23.7 7.48 33.28 06-2023 06-2024
33.18 36.04 40.69 28.77 4.33 34.67 05-2023 05-2024
39.19 37.96 43.8 33.54 3.65 38.62 04-2023 04-2024
37.99 36.94 43.79 31.42 4.39 37.53 03-2023 03-2024
35.52 34.67 39.91 30.44 3.36 35.14 02-2023 02-2024
29.3 27.82 33.87 23.45 3.72 28.61 01-2023 01-2024

Rolling return for 3 year

Average return: 17.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
16 15.51 17.77 13.77 1.42 15.76 12-2021 12-2024
14.21 13.88 16.28 11.85 1.57 14.06 11-2021 11-2024
14.43 15.17 17.36 12.3 1.81 14.82 10-2021 10-2024
17.29 17.23 18.96 15.58 1.2 17.26 09-2021 09-2024
17.65 17.7 19.86 15.53 1.53 17.68 08-2021 08-2024
19.01 19.64 20.48 18.17 0.85 19.33 07-2021 07-2024
15.44 18.35 19.53 14.31 2.11 16.91 06-2021 06-2024
18.26 17.57 20.45 15.44 1.79 17.93 05-2021 05-2024
19.12 18.74 20.42 17.46 1.06 18.94 04-2021 04-2024
17.81 16.98 19.44 15.39 1.46 17.4 03-2021 03-2024
18.68 17.11 19.95 15.87 1.55 17.9 02-2021 02-2024
19.33 18.08 20.72 16.72 1.48 18.71 01-2021 01-2024

Rolling return for 5 year

Average return: 18.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.39 18.67 19.48 17.6 0.67 18.54 12-2019 12-2024
17.76 18.47 19.04 17.2 0.7 18.12 11-2019 11-2024
20 20.16 21.84 18.35 1.24 20.09 10-2019 10-2024
21.78 20.89 22.82 19.87 1.09 21.34 09-2019 09-2024
20.82 21.28 22.17 19.93 0.81 21.05 08-2019 08-2024
20.29 19.2 21.18 18.33 1.08 19.75 07-2019 07-2024
16.36 17.85 18.82 15.42 1.31 17.11 06-2019 06-2024
17.3 16.97 18.6 15.69 1.04 17.14 05-2019 05-2024
16.22 16.51 16.97 15.75 0.44 16.36 04-2019 04-2024
16.76 16.16 17.72 15.2 0.92 16.46 03-2019 03-2024
17.61 17.3 18.37 16.56 0.65 17.46 02-2019 02-2024
16.69 16.67 17.51 15.86 0.58 16.68 01-2019 01-2024

Rolling return for 7 year

Average return: 14.61
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.87 13.73 14.62 12.99 0.58 13.8 12-2017 12-2024
13.53 13.88 14.41 13 0.51 13.7 11-2017 11-2024
14.61 14.93 15.86 13.69 0.78 14.77 10-2017 10-2024
15.58 15.47 16.28 14.77 0.54 15.52 09-2017 09-2024
15.02 15.2 15.94 14.29 0.59 15.11 08-2017 08-2024
15.22 15.1 15.83 14.49 0.48 15.16 07-2017 07-2024
13.69 15.05 15.4 13.35 0.87 14.37 06-2017 06-2024
14.05 14.37 14.95 13.47 0.54 14.21 05-2017 05-2024
14.24 14.31 14.77 13.78 0.35 14.28 04-2017 04-2024
14.31 14.35 14.98 13.68 0.46 14.33 03-2017 03-2024
14.74 14.8 15.26 14.28 0.35 14.77 02-2017 02-2024
15.5 15.05 16.08 14.48 0.59 15.28 01-2017 01-2024

Rolling return for 10 year

Average return: 14.10
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.14 12.87 13.66 12.36 0.47 13.01 12-2014 12-2024
12.53 12.78 13.13 12.17 0.35 12.65 11-2014 11-2024
13.71 13.76 14.58 12.9 0.59 13.74 10-2014 10-2024
13.98 14.05 14.47 13.57 0.32 14.02 09-2014 09-2024
13.96 14.07 14.6 13.44 0.41 14.02 08-2014 08-2024
14.24 14.05 14.66 13.63 0.37 14.15 07-2014 07-2024
13.14 13.79 14.33 12.61 0.65 13.47 06-2014 06-2024
14.54 13.76 15.17 13.13 0.77 14.15 05-2014 05-2024
14.54 14.63 14.91 14.25 0.24 14.58 04-2014 04-2024
15.07 14.61 15.55 14.14 0.52 14.84 03-2014 03-2024
15.52 15.4 15.89 15.03 0.31 15.46 02-2014 02-2024
15.18 14.99 15.58 14.59 0.36 15.08 01-2014 01-2024