NIFTY50 USD

Index type: Equity

Rolling returns

Key metrics

Metric Value
Mean-Variance Ratio (MVR) 2.35
Weighted mean XIRR by duration 10.18
Mean XIRR 12.43
Standard deviation XIRR 5.28
Range XIRR 13.96

Summary

Duration Min Max Median Average XIRR (%)
1 year 9.45 35.84 22.96 22.82
3 year 4.22 12.78 9.20 9.19
5 year 8.46 16.01 11.38 11.59
7 year 7.94 12.06 9.64 9.69
10 year 7.15 10.85 8.78 8.86

Rolling return for 1 year

Average return: 22.82
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.79 11.55 20.04 9.45 4.35 14.71 12-2023 12-2024
21.21 20.33 27.42 14.47 4.59 20.86 11-2023 11-2024
26.93 29.23 35.84 20.76 5.39 28.19 10-2023 10-2024
26.16 29.09 33.56 21.94 4.24 27.69 09-2023 09-2024
22.99 25.42 29.49 19.12 3.77 24.26 08-2023 08-2024
23.65 22.3 27.54 18.56 3.21 23.01 07-2023 07-2024
16.79 23.17 28.43 12.01 6.23 20.1 06-2023 06-2024
19.78 22.63 25.86 16.71 3.39 21.24 05-2023 05-2024
24.59 23.9 29.43 19.27 3.6 24.3 04-2023 04-2024
27.92 25.56 32.35 21.35 3.98 26.8 03-2023 03-2024
24.41 22.93 28.11 19.38 3.13 23.71 02-2023 02-2024
18.47 19.26 23.66 14.25 3.34 18.91 01-2023 01-2024

Rolling return for 3 year

Average return: 9.19
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.41 7.75 10.1 7.08 1.22 8.58 12-2021 12-2024
6.94 5.97 8.73 4.22 1.63 6.46 11-2021 11-2024
6.91 7.87 9.36 5.46 1.42 7.4 10-2021 10-2024
8.21 8.96 10.29 6.91 1.22 8.59 09-2021 09-2024
10.18 8.64 12.09 6.79 1.95 9.43 08-2021 08-2024
11.31 11.74 12.46 10.59 0.68 11.53 07-2021 07-2024
7.45 10 10.91 6.57 1.78 8.73 06-2021 06-2024
10.24 8.79 12.07 7.01 1.86 9.53 05-2021 05-2024
11.36 10.38 12.78 8.99 1.38 10.88 04-2021 04-2024
10.01 9.03 11.27 7.79 1.28 9.52 03-2021 03-2024
10.02 8.37 11.1 7.32 1.46 9.2 02-2021 02-2024
10.97 9.96 12.57 8.4 1.52 10.48 01-2021 01-2024

Rolling return for 5 year

Average return: 11.59
Min Max Min-Max Max-Min Standard Deviation Mean From To
11.38 11.09 11.81 10.67 0.42 11.24 12-2019 12-2024
10.97 11.35 12.08 10.25 0.66 11.16 11-2019 11-2024
12.92 12.94 14.46 11.42 1.07 12.94 10-2019 10-2024
14.69 13.89 16.01 12.6 1.24 14.3 09-2019 09-2024
13.82 13.61 15 12.44 0.91 13.72 08-2019 08-2024
12.4 11.31 13.1 10.62 0.96 11.86 07-2019 07-2024
9.43 10.54 11.53 8.46 1.15 9.99 06-2019 06-2024
10.71 10 11.81 8.92 1.05 10.36 05-2019 05-2024
9.7 9.92 10.54 9.09 0.52 9.81 04-2019 04-2024
11.37 10.12 12.13 9.37 1.07 10.75 03-2019 03-2024
11.87 11.58 12.53 10.93 0.57 11.73 02-2019 02-2024
11.28 11.27 12.23 10.32 0.68 11.28 01-2019 01-2024

Rolling return for 7 year

Average return: 9.69
Min Max Min-Max Max-Min Standard Deviation Mean From To
9.11 8.5 9.41 8.21 0.48 8.81 12-2017 12-2024
8.6 8.72 9.38 7.94 0.51 8.66 11-2017 11-2024
9.69 9.81 10.75 8.76 0.7 9.75 10-2017 10-2024
10.39 10.25 11.29 9.35 0.69 10.32 09-2017 09-2024
9.5 9.59 10.31 8.79 0.54 9.55 08-2017 08-2024
10 9.58 10.49 9.09 0.52 9.79 07-2017 07-2024
8.61 9.73 10.09 8.25 0.76 9.17 06-2017 06-2024
8.97 9.21 9.75 8.44 0.47 9.09 05-2017 05-2024
9.33 9.39 9.93 8.8 0.4 9.36 04-2017 04-2024
10.19 9.77 10.73 9.24 0.55 9.98 03-2017 03-2024
10.57 10.45 11.04 9.99 0.37 10.51 02-2017 02-2024
11.38 11.19 12.06 10.51 0.55 11.28 01-2017 01-2024

Rolling return for 10 year

Average return: 8.86
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.54 7.75 8.75 7.55 0.51 8.15 12-2014 12-2024
7.4 7.68 7.94 7.15 0.3 7.54 11-2014 11-2024
8.6 8.55 9.34 7.81 0.54 8.57 10-2014 10-2024
8.64 8.74 9.26 8.12 0.4 8.69 09-2014 09-2024
8.8 8.63 9.36 8.07 0.46 8.72 08-2014 08-2024
8.83 8.61 9.17 8.27 0.33 8.72 07-2014 07-2024
7.73 8.32 8.75 7.29 0.56 8.02 06-2014 06-2024
9.03 8.17 9.57 7.64 0.75 8.6 05-2014 05-2024
9.04 9.22 9.45 8.81 0.24 9.13 04-2014 04-2024
10.07 9.31 10.45 8.94 0.6 9.69 03-2014 03-2024
10.52 10.24 10.85 9.92 0.34 10.38 02-2014 02-2024
10.19 10.01 10.66 9.54 0.4 10.1 01-2014 01-2024