NIFTY SDL PLUS G-SEC SEP 2027 50:50 INDEX

Index type: Fixed Income

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) -0.86
Weighted mean XIRR by duration -21.42
Mean XIRR -13.84
Standard deviation XIRR 16.1
Range XIRR 38.27

Summary

Duration Min Max Median Average XIRR (%)
1 year 5.94 9.86 8.04 8.05
5 year -31.51 -29.05 -30.29 -30.22
7 year -20.31 -18.58 -19.38 -19.35

Rolling return for 1 year

Average return: 8.05
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.29 8.31 9.47 8.13 0.59 8.8 12-2023 12-2024
9.28 8.95 9.86 8.37 0.54 9.11 11-2023 11-2024
9.26 9.25 9.75 8.76 0.35 9.25 10-2023 10-2024
8.53 8.87 9.37 8.03 0.49 8.7 09-2023 09-2024
8.26 8.47 9.1 7.64 0.52 8.37 08-2023 08-2024
7.63 7.96 8.6 6.99 0.58 7.8 07-2023 07-2024
6.84 7.43 7.69 6.59 0.44 7.14 06-2023 06-2024
6.86 6.87 7.8 5.94 0.66 6.87 05-2023 05-2024
7.53 6.66 7.83 6.37 0.6 7.1 04-2023 04-2024
8.59 7.45 9.13 6.92 0.88 8.02 03-2023 03-2024
8.05 8.07 8.6 7.52 0.38 8.06 02-2023 02-2024
7.05 7.62 7.87 6.81 0.43 7.34 01-2023 01-2024

Rolling return for 5 year

Average return: -30.22
Min Max Min-Max Max-Min Standard Deviation Mean From To
-29.26 -30.45 -29.24 -30.48 0.61 -29.86 12-2019 12-2024
-29.6 -30.43 -29.53 -30.5 0.45 -30.02 11-2019 11-2024
-29.11 -30.83 -29.05 -30.89 0.89 -29.97 10-2019 10-2024
-29.58 -30.02 -29.47 -30.12 0.28 -29.8 09-2019 09-2024
-29.92 -30.3 -29.81 -30.41 0.25 -30.11 08-2019 08-2024
-29.97 -31.12 -29.84 -31.24 0.64 -30.54 07-2019 07-2024
-30.82 -31.26 -30.71 -31.37 0.28 -31.04 06-2019 06-2024
-30.31 -31.08 -30.19 -31.2 0.45 -30.7 05-2019 05-2024
-30.31 -31.47 -30.27 -31.51 0.6 -30.89 04-2019 04-2024
-29.96 -30.3 -29.89 -30.37 0.21 -30.13 03-2019 03-2024
-29.41 -30.43 -29.34 -30.5 0.55 -29.92 02-2019 02-2024
-29.21 -30.14 -29.1 -30.25 0.52 -29.68 01-2019 01-2024

Rolling return for 7 year

Average return: -19.35
Min Max Min-Max Max-Min Standard Deviation Mean From To
-19.68 -20.29 -19.66 -20.31 0.32 -19.98 12-2017 12-2024
-19.76 -20.19 -19.7 -20.25 0.25 -19.98 11-2017 11-2024
-19.11 -19.77 -19.06 -19.82 0.36 -19.44 10-2017 10-2024
-19.01 -19.41 -18.92 -19.5 0.25 -19.21 09-2017 09-2024
-19.02 -19.33 -18.93 -19.42 0.21 -19.17 08-2017 08-2024
-18.88 -19.52 -18.77 -19.63 0.38 -19.2 07-2017 07-2024
-18.88 -19.85 -18.79 -19.94 0.53 -19.37 06-2017 06-2024
-18.69 -19.67 -18.58 -19.77 0.55 -19.18 05-2017 05-2024
-18.81 -19.34 -18.78 -19.37 0.28 -19.08 04-2017 04-2024
-19.23 -19.6 -19.17 -19.66 0.22 -19.42 03-2017 03-2024
-18.76 -19.41 -18.7 -19.47 0.36 -19.08 02-2017 02-2024
-18.76 -19.3 -18.67 -19.39 0.32 -19.03 01-2017 01-2024