NIFTY ENERGY

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 1.82
Weighted mean XIRR by duration 20.27
Mean XIRR 27.64
Standard deviation XIRR 15.2
Range XIRR 41.22

Summary

Duration Min Max Median Average XIRR (%)
1 year 3.53 85.81 61.52 57.35
3 year 13.82 34.05 27.35 25.75
5 year 16.51 26.61 20.43 20.81
7 year 13.44 20.95 18.57 18.15
10 year 13.50 18.53 16.20 16.13

Rolling return for 1 year

Average return: 57.35
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.1 12.73 28.6 3.53 9.07 15.74 12-2023 12-2024
34.15 35.22 48.56 22.1 9.37 35.01 11-2023 11-2024
49.99 58.81 67.74 42 9.62 54.64 10-2023 10-2024
58.08 60.72 69.16 50.19 6.77 59.54 09-2023 09-2024
64.44 67.84 74.76 57.93 6.07 66.24 08-2023 08-2024
66.68 64.17 76.77 54.8 7.82 65.6 07-2023 07-2024
58.18 72.86 80.7 51.31 11.62 65.76 06-2023 06-2024
62.32 71.22 75.73 58.16 6.96 66.86 05-2023 05-2024
73.32 70.08 77.77 65.83 4.37 71.75 04-2023 04-2024
70.21 77.59 85.81 62.67 8.59 74.07 03-2023 03-2024
70.23 70.73 84.28 57.72 9.4 70.74 02-2023 02-2024
43.14 40.61 57.99 27.39 10.86 42.28 01-2023 01-2024

Rolling return for 3 year

Average return: 25.75
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.52 17.4 19.87 14.12 2.06 16.98 12-2021 12-2024
16.18 17.76 20.2 13.82 2.32 16.99 11-2021 11-2024
19.31 20.21 23.85 15.81 2.86 19.79 10-2021 10-2024
26.93 24.9 29.83 22.11 2.82 25.94 09-2021 09-2024
30.27 30.37 32.94 27.75 1.84 30.33 08-2021 08-2024
29.97 30.6 32.54 28.07 1.6 30.3 07-2021 07-2024
23.81 27.16 29.43 21.64 3 25.51 06-2021 06-2024
28.92 27.88 32.38 24.54 2.8 28.43 05-2021 05-2024
31.57 29.67 32.69 28.58 1.6 30.63 04-2021 04-2024
27.1 27.37 30.87 23.7 2.54 27.26 03-2021 03-2024
30.55 27.33 34.05 24.01 3.73 28.98 02-2021 02-2024
27.57 27.96 31.83 23.82 2.84 27.8 01-2021 01-2024

Rolling return for 5 year

Average return: 20.81
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.36 18.51 19.37 16.51 1.09 17.94 12-2019 12-2024
17.68 19.33 20.11 16.92 1.27 18.51 11-2019 11-2024
20.57 21.52 23.3 18.83 1.62 21.06 10-2019 10-2024
24.4 23.5 26.1 21.84 1.54 23.96 09-2019 09-2024
25.07 25.22 26.61 23.7 1.03 25.15 08-2019 08-2024
23.45 22.16 24.91 20.73 1.55 22.81 07-2019 07-2024
18.98 20.73 22.19 17.55 1.75 19.86 06-2019 06-2024
20.44 20.24 22.37 18.34 1.43 20.35 05-2019 05-2024
19.81 19.55 20.42 18.94 0.53 19.68 04-2019 04-2024
20.17 19.62 22.3 17.54 1.69 19.91 03-2019 03-2024
20.82 21.02 22.75 19.11 1.29 20.92 02-2019 02-2024
19.33 19.82 21.71 17.48 1.51 19.58 01-2019 01-2024

Rolling return for 7 year

Average return: 18.15
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.06 14.83 15.45 13.44 0.76 14.44 12-2017 12-2024
14.73 15.35 16.42 13.68 0.99 15.04 11-2017 11-2024
17.09 16.97 18.98 15.12 1.37 17.04 10-2017 10-2024
18.45 18.7 19.6 17.56 0.73 18.58 09-2017 09-2024
18.81 19.05 19.85 18.01 0.66 18.93 08-2017 08-2024
19.94 19.29 20.95 18.29 0.97 19.62 07-2017 07-2024
18.3 20.09 20.58 17.83 1.16 19.2 06-2017 06-2024
18.75 19.11 20.11 17.76 0.84 18.93 05-2017 05-2024
18.75 18.36 19.18 17.93 0.46 18.56 04-2017 04-2024
18.76 19.55 20.26 18.06 0.83 19.16 03-2017 03-2024
19.43 19.53 20.79 18.19 0.92 19.48 02-2017 02-2024
18.36 19.3 20.04 17.63 0.91 18.83 01-2017 01-2024

Rolling return for 10 year

Average return: 16.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
15.4 15.19 16.38 14.21 0.77 15.3 12-2014 12-2024
14.34 15.09 15.52 13.92 0.62 14.72 11-2014 11-2024
15.68 16.17 16.98 14.88 0.76 15.93 10-2014 10-2024
16.39 16.13 17.18 15.35 0.65 16.26 09-2014 09-2024
16.44 16.5 17.15 15.79 0.48 16.47 08-2014 08-2024
15.98 15.92 16.66 15.24 0.5 15.95 07-2014 07-2024
14.43 15.02 15.96 13.5 0.89 14.73 06-2014 06-2024
16.57 15.09 17.5 14.18 1.29 15.84 05-2014 05-2024
16.83 16.72 17.12 16.43 0.25 16.77 04-2014 04-2024
17.49 17.17 18.53 16.14 0.85 17.33 03-2014 03-2024
17.42 18.16 18.36 17.23 0.48 17.79 02-2014 02-2024
16.24 16.66 17.39 15.51 0.68 16.45 01-2014 01-2024