NIFTY SHARIAH 25

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.3
Weighted mean XIRR by duration 13.29
Mean XIRR 16.21
Standard deviation XIRR 7.04
Range XIRR 18.21

Summary

Duration Min Max Median Average XIRR (%)
1 year 11.26 44.88 30.37 30.13
3 year 8.37 15.40 11.98 12.03
5 year 11.76 19.19 14.16 14.72
7 year 10.05 13.60 11.95 11.92
10 year 10.18 13.67 12.46 12.23

Rolling return for 1 year

Average return: 30.13
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.61 16.41 26.19 11.26 5.48 18.62 12-2023 12-2024
27.67 25.91 34.55 19.47 5.37 26.9 11-2023 11-2024
33.18 37.77 44.88 26.64 6.65 35.62 10-2023 10-2024
38.69 37.38 42.48 33.72 3.13 38.07 09-2023 09-2024
35.29 39.84 42.31 32.94 3.68 37.6 08-2023 08-2024
32.41 37.5 42.57 27.71 5.55 35.05 07-2023 07-2024
23.95 30.42 34.61 20.09 5.62 27.27 06-2023 06-2024
26.5 28.4 34.26 20.97 4.75 27.53 05-2023 05-2024
28.85 30.03 33.37 25.62 2.77 29.47 04-2023 04-2024
32.35 32.72 38.51 26.82 4.14 32.6 03-2023 03-2024
31.37 30.31 36.31 25.58 3.81 30.89 02-2023 02-2024
22.23 21.62 26.59 17.43 3.25 21.97 01-2023 01-2024

Rolling return for 3 year

Average return: 12.03
Min Max Min-Max Max-Min Standard Deviation Mean From To
10.88 10.02 12.56 8.37 1.51 10.46 12-2021 12-2024
10.06 10.36 12.01 8.45 1.26 10.22 11-2021 11-2024
11.33 12.29 14.5 9.18 1.91 11.82 10-2021 10-2024
12.51 11.96 13.53 10.96 0.93 12.24 09-2021 09-2024
13.35 13.03 15.28 11.14 1.47 13.2 08-2021 08-2024
12.33 14.47 15.13 11.68 1.44 13.4 07-2021 07-2024
9.66 11.61 12.72 8.58 1.62 10.64 06-2021 06-2024
11.86 11.21 14.11 9.03 1.81 11.55 05-2021 05-2024
11.85 11.42 13.15 10.15 1.07 11.64 04-2021 04-2024
13.21 13.25 14.94 11.55 1.2 13.24 03-2021 03-2024
13.99 13.56 15.4 12.17 1.15 13.78 02-2021 02-2024
13.09 11.33 14.42 10.04 1.67 12.22 01-2021 01-2024

Rolling return for 5 year

Average return: 14.72
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.75 15.22 15.79 14.19 0.59 14.99 12-2019 12-2024
14.16 14.16 15.36 12.96 0.85 14.16 11-2019 11-2024
15.59 15.71 17.55 13.78 1.33 15.66 10-2019 10-2024
18.49 16.54 19.14 15.91 1.33 17.52 09-2019 09-2024
17.99 18.32 19.19 17.12 0.74 18.16 08-2019 08-2024
17.01 16.64 18.75 14.93 1.36 16.83 07-2019 07-2024
13.19 13.98 15.07 12.12 1.08 13.59 06-2019 06-2024
13.32 13.47 14.68 12.13 0.9 13.4 05-2019 05-2024
12.33 12.53 13.11 11.76 0.48 12.43 04-2019 04-2024
12.85 13.13 13.88 12.1 0.64 12.99 03-2019 03-2024
14.06 13.61 14.9 12.77 0.77 13.84 02-2019 02-2024
13.15 12.96 13.95 12.17 0.63 13.06 01-2019 01-2024

Rolling return for 7 year

Average return: 11.92
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.09 10.76 11.81 10.05 0.63 10.93 12-2017 12-2024
10.72 11.1 11.56 10.27 0.48 10.91 11-2017 11-2024
11.7 12.24 13.05 10.89 0.79 11.97 10-2017 10-2024
12.96 12.59 13.4 12.16 0.46 12.78 09-2017 09-2024
12.77 12.97 13.59 12.16 0.51 12.87 08-2017 08-2024
12.41 12.79 13.6 11.6 0.72 12.6 07-2017 07-2024
11.14 12.1 12.45 10.78 0.68 11.62 06-2017 06-2024
11.07 11.51 12.02 10.56 0.54 11.29 05-2017 05-2024
11.35 11.38 11.9 10.83 0.38 11.36 04-2017 04-2024
11.63 11.94 12.36 11.21 0.42 11.78 03-2017 03-2024
12.38 12.35 12.97 11.76 0.43 12.36 02-2017 02-2024
12.52 12.51 13.09 11.95 0.4 12.52 01-2017 01-2024

Rolling return for 10 year

Average return: 12.23
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.1 10.73 11.6 10.23 0.5 10.92 12-2014 12-2024
10.58 10.76 11.16 10.18 0.35 10.67 11-2014 11-2024
11.69 11.86 12.64 10.93 0.61 11.78 10-2014 10-2024
12.19 12.06 12.49 11.76 0.26 12.12 09-2014 09-2024
12.61 12.48 13.18 11.91 0.45 12.54 08-2014 08-2024
12.51 12.79 13.34 11.96 0.5 12.65 07-2014 07-2024
12.13 12.14 13.06 11.22 0.65 12.14 06-2014 06-2024
12.58 12.63 13.25 11.96 0.46 12.6 05-2014 05-2024
12.34 12.45 12.73 12.07 0.24 12.4 04-2014 04-2024
12.83 12.72 13.34 12.21 0.4 12.78 03-2014 03-2024
13.25 13.22 13.67 12.8 0.31 13.24 02-2014 02-2024
12.86 12.95 13.26 12.56 0.25 12.91 01-2014 01-2024