NIFTY PSU BOND PLUS SDL APR 2027 50:50 INDEX

Index type: Fixed Income

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) -0.68
Weighted mean XIRR by duration -28.11
Mean XIRR -16.15
Standard deviation XIRR 23.92
Range XIRR 47.84

Summary

Duration Min Max Median Average XIRR (%)
1 year 5.97 9.40 7.76 7.77
3 year -66.72 5.99 -63.75 -40.07

Rolling return for 1 year

Average return: 7.77
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.99 8.15 9.13 8.01 0.49 8.57 12-2023 12-2024
8.94 8.62 9.4 8.17 0.45 8.78 11-2023 11-2024
8.57 8.9 9.22 8.25 0.36 8.74 10-2023 10-2024
8.14 8.38 8.94 7.59 0.48 8.26 09-2023 09-2024
7.84 8.11 8.57 7.38 0.43 7.98 08-2023 08-2024
7.32 7.66 8.23 6.76 0.53 7.49 07-2023 07-2024
6.74 7.21 7.45 6.5 0.37 6.98 06-2023 06-2024
6.87 6.79 7.7 5.97 0.61 6.83 05-2023 05-2024
7.43 6.76 7.82 6.38 0.56 7.1 04-2023 04-2024
8.21 7.43 8.79 6.86 0.74 7.82 03-2023 03-2024
7.47 7.92 8.13 7.26 0.35 7.7 02-2023 02-2024
6.77 7.09 7.55 6.32 0.45 6.93 01-2023 01-2024

Rolling return for 3 year

Average return: -40.07
Min Max Min-Max Max-Min Standard Deviation Mean From To
5.83 5.74 5.88 5.7 0.07 5.79 12-2021 12-2024
5.85 5.74 5.99 5.6 0.14 5.8 11-2021 11-2024
5.7 5.78 5.91 5.57 0.12 5.74 10-2021 10-2024
5.44 -66.64 5.7 -66.72 36.13 -30.56 09-2021 09-2024
-65.31 -66.15 -65.23 -66.22 0.46 -65.73 08-2021 08-2024
-65.03 -65.57 -64.93 -65.67 0.32 -65.3 07-2021 07-2024
-64.82 -65.4 -64.74 -65.48 0.33 -65.11 06-2021 06-2024
-64.08 -64.81 -63.99 -64.9 0.41 -64.44 05-2021 05-2024
-63.5 -64.17 -63.46 -64.21 0.36 -63.83 04-2021 04-2024
-62.88 -63.26 -62.82 -63.33 0.22 -63.07 03-2021 03-2024