NIFTY CORE HOUSING

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.14
Weighted mean XIRR by duration 15.95
Mean XIRR 19.7
Standard deviation XIRR 9.22
Range XIRR 24.9

Summary

Duration Min Max Median Average XIRR (%)
1 year 14.37 52.03 39.31 37.81
3 year 7.65 18.63 14.34 14.34
5 year 14.24 22.78 18.18 18.17
7 year 10.86 15.65 13.00 12.91
10 year 13.09 17.70 15.14 15.26

Rolling return for 1 year

Average return: 37.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.1 20.88 31.17 14.37 6.05 22.63 12-2023 12-2024
28.43 27.19 37.8 18.55 6.82 27.99 11-2023 11-2024
36.54 42.07 50.66 28.75 7.99 39.5 10-2023 10-2024
40.09 42.37 46.99 35.69 4.08 41.28 09-2023 09-2024
39.12 42.28 47.25 34.42 4.67 40.77 08-2023 08-2024
44.81 44.3 49.8 39.5 3.65 44.6 07-2023 07-2024
34.71 46.08 52.03 29.44 8.94 40.56 06-2023 06-2024
37.51 41.68 48.74 30.98 6.45 39.73 05-2023 05-2024
41.03 42.93 47.96 36.23 4.2 42.04 04-2023 04-2024
37.45 40.57 46.67 31.74 5.39 39.11 03-2023 03-2024
39.52 40.73 44.98 35.44 3.4 40.17 02-2023 02-2024
37.15 33.22 44.16 26.73 6.32 35.32 01-2023 01-2024

Rolling return for 3 year

Average return: 14.34
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.83 13.52 15.95 11.44 1.6 13.68 12-2021 12-2024
10.77 10.21 13.4 7.65 2.04 10.51 11-2021 11-2024
12.2 13.62 15.95 9.95 2.18 12.93 10-2021 10-2024
14.24 14.19 16.08 12.37 1.31 14.22 09-2021 09-2024
14.67 15.03 16.87 12.87 1.42 14.86 08-2021 08-2024
17.3 16.12 18.63 14.81 1.41 16.72 07-2021 07-2024
13.69 17.1 18.37 12.47 2.41 15.41 06-2021 06-2024
15.1 15.3 18.15 12.32 2.06 15.22 05-2021 05-2024
15.48 14.44 17.34 12.62 1.71 14.97 04-2021 04-2024
12.67 13.59 15.14 11.16 1.44 13.14 03-2021 03-2024
15.4 13.39 16.89 11.95 1.89 14.41 02-2021 02-2024
16.48 15.45 18.43 13.55 1.76 15.98 01-2021 01-2024

Rolling return for 5 year

Average return: 18.17
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.6 19.18 19.92 17.87 0.75 18.89 12-2019 12-2024
17.32 18.18 18.98 16.53 0.92 17.75 11-2019 11-2024
20.11 20.61 22.5 18.26 1.51 20.37 10-2019 10-2024
21.61 20.04 22.78 18.89 1.48 20.83 09-2019 09-2024
20.33 20.08 21.7 18.72 1.06 20.21 08-2019 08-2024
19.83 18.98 20.64 18.18 0.92 19.41 07-2019 07-2024
16.67 17.89 19.53 15.08 1.63 17.29 06-2019 06-2024
17.03 16.52 18.88 14.71 1.49 16.78 05-2019 05-2024
15.9 16.03 17.02 14.92 0.74 15.97 04-2019 04-2024
16.28 15.73 17.8 14.24 1.27 16.01 03-2019 03-2024
18.11 17.71 19.02 16.81 0.79 17.91 02-2019 02-2024
17.05 16.22 18.23 15.07 1.16 16.64 01-2019 01-2024

Rolling return for 7 year

Average return: 12.91
Min Max Min-Max Max-Min Standard Deviation Mean From To
12.66 12.71 13.55 11.82 0.61 12.68 12-2017 12-2024
11.52 12.12 12.65 11 0.62 11.82 11-2017 11-2024
12.38 13.31 13.97 11.72 0.86 12.84 10-2017 10-2024
13.59 13.18 14.37 12.41 0.71 13.39 09-2017 09-2024
13.06 13.21 13.98 12.3 0.6 13.14 08-2017 08-2024
13.61 13.48 14.16 12.93 0.44 13.54 07-2017 07-2024
12.07 13.47 14.02 11.52 1.01 12.77 06-2017 06-2024
11.92 12.11 13.18 10.86 0.82 12.02 05-2017 05-2024
12.31 12.14 13.08 11.38 0.6 12.23 04-2017 04-2024
12.75 12.51 13.8 11.47 0.83 12.63 03-2017 03-2024
13.3 13.49 13.93 12.87 0.38 13.4 02-2017 02-2024
14.82 13.98 15.65 13.17 0.93 14.4 01-2017 01-2024

Rolling return for 10 year

Average return: 15.26
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.42 14.28 15.06 13.65 0.5 14.35 12-2014 12-2024
13.48 13.89 14.28 13.09 0.44 13.68 11-2014 11-2024
15.14 15.26 16.28 14.13 0.76 15.2 10-2014 10-2024
15.29 15.13 15.85 14.58 0.45 15.21 09-2014 09-2024
14.72 14.86 15.37 14.21 0.41 14.79 08-2014 08-2024
15.14 14.93 15.53 14.54 0.36 15.04 07-2014 07-2024
14.26 14.52 15.65 13.14 0.89 14.39 06-2014 06-2024
15.83 14.81 16.74 13.91 1.06 15.32 05-2014 05-2024
15.54 15.4 16.1 14.84 0.45 15.47 04-2014 04-2024
16.5 15.39 17.26 14.65 1 15.95 03-2014 03-2024
17.25 17.12 17.7 16.68 0.36 17.19 02-2014 02-2024
16.75 16.37 17.34 15.79 0.56 16.56 01-2014 01-2024