SectoralParent: Nifty 500
Nifty IT
Total Return Index · Available history 30-06-1999 to 28-10-2026 · 6,799 observations
Nifty IT and Nifty 500 on the same 6,799 observed dates, 30-06-1999 – 28-10-2026.
- CAGR
- 13.7%
- Nifty 500: 14.4%
- Annualized volatility
- 32.3%
- Nifty 500: 21.7%
- Max drawdown
- -89.9%
- Nifty 500: -67.0%
- Sharpe
- 0.41
- Nifty 500: 0.51
- Sortino
- 0.59
- Nifty 500: 0.71
- Median rolling 5Y CAGR
- 15.2%
- Nifty 500: 14.7%
Drawdown and recovery
Full history of Nifty IT, 30-06-1999 – 28-10-2026. A drawdown is the fall from the highest close before it.
Current drawdown
-28.5%
High on 13-12-2024
Gain needed to recover
39.9%
From the latest close back to the high
Time below high
1y 10m
Since the last high
Worst decline
-89.9%
21-02-2000 to 03-10-2001; recovered 09-10-2013 (13y 8m after the high)
Longest time below a high
13y 8m
21-02-2000 to 09-10-2013
Time spent below a high
95.7%
6 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 | 34.2% | 14.5% | -81.8% | 230.5% | 6,540 |
| 3 years | 11.0% | 14.1% | -44.1% | 58.1% | 6,013 |
| 5 years | 4.9% | 15.2% | -21.0% | 40.4% | 5,534 |
| 7 years | 1.0% | 15.5% | -7.0% | 29.5% | 5,034 |
| 10 years | 0.9% | 15.3% | -4.5% | 24.8% | 4,293 |
Lost money: share of windows with a negative annualized return.
Versus Nifty 500
On the shared dates 30-06-1999 – 28-10-2026, using month-end returns for capture.
Upside capture
101.0%
Average of 203 months Nifty 500 rose
Downside capture
89.8%
Average of 125 months Nifty 500 fell; lower is better
Months ahead
50.6%
Beat Nifty 500 in this share of 328 months
Longest stretch behind
26y 8m
Relative wealth below its high, 08-03-2000 to still behind
Now 74.4% behind its best point relative to Nifty 500, for 26y 8m. Relative wealth was below an earlier peak on 99.2% of shared trading days.
Backtest Hero? · vs its own history
28-10-2021 – 28-10-2026 · 5 years. Compared with 4,302 equal-length periods from the earlier index history. Difference in CAGR versus Nifty 500: -8.5 pp.
CAGR
0.0%
Historical percentile 5.4median 14.1%
Volatility
22.2%
Historical percentile 41.4median 30.4%
Max drawdown
-42.0%
Historical percentile 49.4median -41.4%
Sharpe
-0.11
Historical percentile 1.2median 0.47
Growth of 100
On 6,799 shared dates from 30-06-1999: 100 became 3,367 vs 3,970 in Nifty 500.
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 IT vs Nifty 500; 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 IT | Nifty 500 | Difference |
|---|---|---|---|
| 2026 (YTD) | -15.3% | -8.2% | -7.1 pp |
| 2025 | -10.4% | +7.8% | -18.2 pp |
| 2024 | +24.4% | +16.2% | +8.2 pp |
| 2023 | +26.3% | +26.9% | -0.6 pp |
| 2022 | -24.5% | +4.2% | -28.7 pp |
| 2021 | +62.3% | +31.6% | +30.8 pp |
| 2020 | +58.1% | +17.9% | +40.2 pp |
| 2019 | +11.0% | +9.0% | +2.0 pp |
| 2018 | +26.1% | -2.1% | +28.2 pp |
| 2017 | +14.5% | +37.7% | -23.1 pp |
| 2016 | -5.3% | +5.1% | -10.5 pp |
| 2015 | +1.5% | +0.2% | +1.3 pp |
| 2014 | +20.1% | +39.3% | -19.2 pp |
| 2013 | +60.2% | +4.8% | +55.4 pp |
| 2012 | -0.2% | +33.5% | -33.6 pp |
| 2011 | -17.0% | -26.4% | +9.4 pp |
| 2010 | +30.8% | +15.3% | +15.6 pp |
| 2009 | +167.6% | +91.0% | +76.6 pp |
| 2008 | -54.2% | -56.5% | +2.4 pp |
| 2007 | -11.1% | +64.6% | -75.6 pp |
| 2006 | +39.9% | +36.2% | +3.7 pp |
| 2005 | +33.5% | +38.8% | -5.2 pp |
| 2004 | +26.1% | +21.1% | +5.1 pp |
| 2003 | +24.3% | +104.9% | -80.6 pp |
| 2002 | +4.8% | +13.9% | -9.1 pp |
| 2001 | -37.5% | -21.6% | -16.0 pp |
| 2000 | -29.6% | -23.5% | -6.1 pp |
| 1999 (partial) | +208.0% | +50.2% | +157.7 pp |