ReturnScreener

Rolling Returns

BALKRISIND Rolling Returns

Balkrishna Industries Ltd.

Every 15-year stretch BALKRISIND has been through — 61 of them, each starting a month after the last. The median returned 29.5% a year, the worst 25.8%, the best 43.1%. A single headline CAGR hides all of that.

Windows measured
61
Median
29.5%
Worst
25.8%
Best
43.1%

Every Holding Period

BALKRISIND rolling returns by holding period

A rolling window is every possible start date, not one. A five-year window starting in January is a different investment from one starting in February, and over twenty years there are a couple of hundred of them. What follows is the full spread of what each holding period actually produced.

1-year rolling returns

68.6% of windows made money

Across 229 separate 1-year holding periods, the median returned 20.1% a year. The worst lost 80.6% a year and the best made 379.1%.

-80.6%median 20.1%379.1%
Worst window
-80.6%
25th percentile
-7.0%
75th percentile
69.3%
Best window
379.1%

Worst start: January 2008-80.6% a year for the 1 years that followed.

Best start: March 2009379.1% a year.

Against the Nifty 500: BALKRISIND came out ahead in 58.5% of the 229 windows both series cover.

3-year rolling returns

95.6% of windows made money

Across 205 separate 3-year holding periods, the median returned 29.6% a year. The worst lost 12.6% a year and the best made 114.5%.

-12.6%median 29.6%114.5%
Worst window
-12.6%
25th percentile
12.9%
75th percentile
44.1%
Best window
114.5%

Worst start: August 2006-12.6% a year for the 3 years that followed.

Best start: March 2009114.5% a year.

Against the Nifty 500: BALKRISIND came out ahead in 76.6% of the 205 windows both series cover.

5-year rolling returns

100.0% of windows made money

Across 181 separate 5-year holding periods, the median returned 31.3% a year. Not one of them ended in a loss — the weakest still compounded at 0.2% a year.

0.2%median 31.3%79.2%
Worst window
0.2%
25th percentile
19.2%
75th percentile
42.0%
Best window
79.2%

Worst start: June 20210.2% a year for the 5 years that followed.

Best start: March 200979.2% a year.

Against the Nifty 500: BALKRISIND came out ahead in 91.2% of the 181 windows both series cover.

7-year rolling returns

100.0% of windows made money

Across 157 separate 7-year holding periods, the median returned 31.8% a year. Not one of them ended in a loss — the weakest still compounded at 8.8% a year.

8.8%median 31.8%59.1%
Worst window
8.8%
25th percentile
23.7%
75th percentile
42.0%
Best window
59.1%

Worst start: August 20188.8% a year for the 7 years that followed.

Best start: November 200859.1% a year.

Against the Nifty 500: BALKRISIND came out ahead in 95.5% of the 157 windows both series cover.

10-year rolling returns

100.0% of windows made money

Across 121 separate 10-year holding periods, the median returned 33.3% a year. Not one of them ended in a loss — the weakest still compounded at 19.3% a year.

19.3%median 33.3%55.1%
Worst window
19.3%
25th percentile
26.4%
75th percentile
37.4%
Best window
55.1%

Worst start: August 201619.3% a year for the 10 years that followed.

Best start: March 200955.1% a year.

Against the Nifty 500: BALKRISIND came out ahead in 100.0% of the 121 windows both series cover.

15-year rolling returns

100.0% of windows made money

Across 61 separate 15-year holding periods, the median returned 29.5% a year. Not one of them ended in a loss — the weakest still compounded at 25.8% a year.

25.8%median 29.5%43.1%
Worst window
25.8%
25th percentile
27.6%
75th percentile
33.0%
Best window
43.1%

Worst start: August 201125.8% a year for the 15 years that followed.

Best start: November 200843.1% a year.

Against the Nifty 500: BALKRISIND came out ahead in 100.0% of the 61 windows both series cover.

Windows step forward one month at a time and are measured on month-end adjusted closing prices, so dividends are treated as reinvested. Overlapping windows share months by construction — that is what makes the spread a description of this stock's history rather than a sample of independent trials.

Against The Index

How often BALKRISIND beat the Nifty 500

Beating an index once is a result. Beating it across most of the periods an investor could have picked is a pattern. Over 15-year windows, BALKRISIND finished ahead of the Nifty 500 in 100.0% of the 61 periods both series cover.

1-year windows

Ahead in 58.5% of 229 periods.

3-year windows

Ahead in 76.6% of 205 periods.

5-year windows

Ahead in 91.2% of 181 periods.

7-year windows

Ahead in 95.5% of 157 periods.

10-year windows

Ahead in 100.0% of 121 periods.

15-year windows

Ahead in 100.0% of 61 periods.

Each window is compared against the index over the identical calendar months, on the same adjusted basis — not against an assumed rate of return.

How This Is Calculated

Reading these figures properly

Overlapping by design

Windows step forward one month at a time, so they share most of their months with each other. That is what makes this a description of BALKRISIND's actual history rather than a set of independent trials — and why the spread should not be read as a probability.

Month-end, total return

Measured on month-end closing prices adjusted for dividends and splits, so dividends count as reinvested. A window that opened or closed mid-month would differ a little in either direction.

Survivors only

BALKRISINDis in today's Nifty 500 universe. Companies that delisted or collapsed are not on this site at all, so the worst outcome shown here is the worst among the survivors.

Measured on data to 2026-08-31, from 2006-08-01. Full definitions are on our methodology page.

HELP CENTER

BALKRISIND rolling returns — common questions

Everything you need to know about this page and the data presented.

What are BALKRISIND rolling returns?
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Over 15 years, Balkrishna Industries Ltd. has been through 61 separate 15 years holding periods — one starting every month. The median returned 29.5% a year, the worst 25.8% and the best 43.1%. A rolling return measures every possible start date instead of one, which is why it answers a question a single headline CAGR cannot: how much the outcome depended on when you happened to buy.

Has BALKRISIND ever lost money over 10 years?
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No — not in any of the 121 10 years periods the record covers. The weakest of them still compounded at 19.3% a year. That is a statement about the past, not a guarantee about any future 10 years, and it is measured only over the years Balkrishna Industries Ltd. has been listed.

What is the worst 5 years BALKRISIND has ever had?
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0.2% a year, for the five years beginning June 2021. For contrast the best 5 years returned 79.2% a year, starting March 2009, and the median across all 181 periods was 31.3%. The gap between those two numbers is the part of the outcome that came down to timing rather than to the company.

Does holding BALKRISIND for longer reduce the risk?
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On this record, yes. 1 year outcomes ranged from -80.6% to 379.1% a year — a spread of 459.7%. 15 years outcomes ranged from 25.8% to 43.1%, a spread of 17.3%. Longer holding periods narrowed the range of results, which is the usual pattern and the reason this page publishes every window rather than one. Narrowing the range is not the same as removing the risk.

How often has BALKRISIND beaten Nifty 500 over 15 years?
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In 100.0% of the 61 15 years periods both series cover. Each window is compared against the index over the identical months, not against an assumed index return, so the comparison is a like-for-like record rather than a model.

How are rolling returns calculated here?
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Windows step forward one month at a time on month-end closing prices adjusted for dividends and stock splits, so dividends are treated as reinvested. A window length is only published once there are at least twelve complete windows behind it — fewer than that describes an anecdote, not a distribution. Overlapping windows share months by construction, which is what makes this a description of the actual history of Balkrishna Industries Ltd. rather than a sample of independent trials. Companies that delisted are not on this site at all, a survivorship bias worth holding in mind.

Is BALKRISIND a safe long-term investment?
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That is not a question this page answers, and we do not make recommendations. What it can show you is the full range of what every holding period in the listed history of Balkrishna Industries Ltd. actually produced — including the worst ones, which most performance figures leave out. Those are records of what happened, not forecasts. A stock that never had a losing decade may still have one, and holding a single company is a materially different risk from holding an index.

Explore Further

More on Balkrishna Industries Ltd.

ReturnScreener is an educational research platform and is not a SEBI-registered investment adviser. Everything on this page is a record of what historical prices did, not a projection and not a recommendation. Past performance does not guarantee future returns. See our methodology and disclaimer.