Broad MarketBenchmark: Nifty 50
Nifty 500
Total Return Index · Available history 01-01-1995 to 28-10-2026 · 7,886 observations
Nifty 500 and Nifty 50 on the same 6,798 observed dates, 30-06-1999 – 28-10-2026.
- CAGR
- 14.4%
- Nifty 50: 12.9%
- Annualized volatility
- 21.7%
- Nifty 50: 21.6%
- Max drawdown
- -67.0%
- Nifty 50: -59.5%
- Sharpe
- 0.51
- Nifty 50: 0.45
- Sortino
- 0.71
- Nifty 50: 0.63
- Median rolling 5Y CAGR
- 14.7%
- Nifty 50: 13.6%
Drawdown and recovery
Full history of Nifty 500, 01-01-1995 – 28-10-2026. A drawdown is the fall from the highest close before it.
Current drawdown
-9.6%
High on 26-09-2024
Gain needed to recover
10.6%
From the latest close back to the high
Time below high
2y 1m
Since the last high
Worst decline
-67.0%
21-02-2000 to 21-09-2001; recovered 01-01-2004 (3y 10m after the high)
Longest time below a high
6y 3m
04-01-2008 to 27-03-2014
Time spent below a high
92.1%
7 declines of 20% or more
Outcomes by holding period
Every rolling window in the full history, ending on each trading day. Windows overlap, so this describes the past rather than predicting the future.
| Held for | Lost money | Median CAGR | Worst CAGR | Best CAGR | Windows |
|---|---|---|---|---|---|
| 1 year | 25.0% | 11.0% | -59.8% | 161.2% | 7,641 |
| 3 years | 11.2% | 13.8% | -21.8% | 69.1% | 7,122 |
| 5 years | 1.3% | 13.6% | -1.9% | 51.4% | 6,652 |
| 7 years | 0.5% | 14.1% | -3.3% | 32.5% | 6,155 |
| 10 years | 0.0% | 15.1% | 5.0% | 26.5% | 5,395 |
Lost money: share of windows with a negative annualized return.
Versus Nifty 50
On the shared dates 30-06-1999 – 28-10-2026, using month-end returns for capture.
Upside capture
108.2%
Average of 195 months Nifty 50 rose
Downside capture
105.0%
Average of 133 months Nifty 50 fell; lower is better
Months ahead
55.2%
Beat Nifty 50 in this share of 328 months
Longest stretch behind
24y 10m
Relative wealth below its high, 21-02-2000 to 17-12-2024
Now 2.3% behind its best point relative to Nifty 50, for 2m. Relative wealth was below an earlier peak on 98.8% of shared trading days.
Backtest Hero? · vs its own history
28-10-2021 – 28-10-2026 · 5 years. Compared with 5,429 equal-length periods from the earlier index history.
CAGR
8.5%
Historical percentile 29.0median 12.7%
Volatility
14.5%
Historical percentile 8.2median 24.3%
Max drawdown
-18.6%
Historical percentile 100.0median -44.2%
Sharpe
0.31
Historical percentile 33.3median 0.47
Growth of 100
On 6,798 shared dates from 30-06-1999: 100 became 3,970 vs 2,746 in Nifty 50.
Drawdown
Percentage decline from the previous peak.
Rolling 3Y CAGR
Calendar-anniversary rolling annualized return. Shared input history starts 30-06-1999; the first plotted rolling-return observation is 05-07-2002, after a complete 3Y-year window.
Rolling 1-year volatility
Up to 252 daily observations, minimum 126, annualized. First plotted observation: 30-12-1999.
Calendar-year returns
Nifty 500 vs Nifty 50; the difference is in percentage points (pp). Incomplete historical years are labeled (partial); the ongoing year is labeled (YTD). Hover a year for its actual dates.
| Year | Nifty 500 | Nifty 50 | Difference |
|---|---|---|---|
| 2026 (YTD) | -8.2% | -12.3% | +4.0 pp |
| 2025 | +7.8% | +11.9% | -4.1 pp |
| 2024 | +16.2% | +10.1% | +6.2 pp |
| 2023 | +26.9% | +21.3% | +5.6 pp |
| 2022 | +4.2% | +5.7% | -1.4 pp |
| 2021 | +31.6% | +25.6% | +6.0 pp |
| 2020 | +17.9% | +16.1% | +1.8 pp |
| 2019 | +9.0% | +13.5% | -4.5 pp |
| 2018 | -2.1% | +4.6% | -6.8 pp |
| 2017 | +37.7% | +30.3% | +7.4 pp |
| 2016 | +5.1% | +4.4% | +0.7 pp |
| 2015 | +0.2% | -3.0% | +3.2 pp |
| 2014 | +39.3% | +32.9% | +6.4 pp |
| 2013 | +4.8% | +8.1% | -3.3 pp |
| 2012 | +33.5% | +29.4% | +4.0 pp |
| 2011 | -26.4% | -23.8% | -2.6 pp |
| 2010 | +15.3% | +19.2% | -4.0 pp |
| 2009 | +91.0% | +77.6% | +13.4 pp |
| 2008 | -56.5% | -51.3% | -5.3 pp |
| 2007 | +64.6% | +56.8% | +7.8 pp |
| 2006 | +36.2% | +41.9% | -5.7 pp |
| 2005 | +38.8% | +38.6% | +0.1 pp |
| 2004 | +21.1% | +13.0% | +8.0 pp |
| 2003 | +104.9% | +76.6% | +28.2 pp |
| 2002 | +13.9% | +5.3% | +8.6 pp |
| 2001 | -21.6% | -15.0% | -6.5 pp |
| 2000 | -23.5% | -13.4% | -10.1 pp |
| 1999 (partial) | +50.2% | +24.4% | +25.8 pp |