ReturnScreener

Rolling Returns

FORTIS Rolling Returns

Fortis Healthcare Ltd.

Every 15-year stretch FORTIS has been through — 52 of them, each starting a month after the last. The median returned 11.7% a year, the worst 6.6%, the best 13.5%. A single headline CAGR hides all of that.

Windows measured
52
Median
11.7%
Worst
6.6%
Best
13.5%

Every Holding Period

FORTIS 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

61.8% of windows made money

Across 220 separate 1-year holding periods, the median returned 7.0% a year. The worst lost 42.5% a year and the best made 171.0%.

-42.5%median 7.0%171.0%
Worst window
-42.5%
25th percentile
-8.4%
75th percentile
47.6%
Best window
171.0%

Worst start: December 2010-42.5% a year for the 1 years that followed.

Best start: March 2009171.0% a year.

Against the Nifty 500: FORTIS came out ahead in 54.1% of the 220 windows both series cover.

3-year rolling returns

67.9% of windows made money

Across 196 separate 3-year holding periods, the median returned 18.7% a year. The worst lost 18.2% a year and the best made 54.8%.

-18.2%median 18.7%54.8%
Worst window
-18.2%
25th percentile
-4.0%
75th percentile
27.1%
Best window
54.8%

Worst start: March 2010-18.2% a year for the 3 years that followed.

Best start: October 202254.8% a year.

Against the Nifty 500: FORTIS came out ahead in 56.1% of the 196 windows both series cover.

5-year rolling returns

87.8% of windows made money

Across 172 separate 5-year holding periods, the median returned 7.4% a year. The worst lost 7.9% a year and the best made 52.3%.

-7.9%median 7.4%52.3%
Worst window
-7.9%
25th percentile
2.9%
75th percentile
15.1%
Best window
52.3%

Worst start: May 2015-7.9% a year for the 5 years that followed.

Best start: October 202052.3% a year.

Against the Nifty 500: FORTIS came out ahead in 37.8% of the 172 windows both series cover.

7-year rolling returns

91.9% of windows made money

Across 148 separate 7-year holding periods, the median returned 7.6% a year. The worst lost 2.8% a year and the best made 34.4%.

-2.8%median 7.6%34.4%
Worst window
-2.8%
25th percentile
4.0%
75th percentile
14.5%
Best window
34.4%

Worst start: March 2011-2.8% a year for the 7 years that followed.

Best start: July 201934.4% a year.

Against the Nifty 500: FORTIS came out ahead in 27.7% of the 148 windows both series cover.

10-year rolling returns

91.1% of windows made money

Across 112 separate 10-year holding periods, the median returned 9.3% a year. The worst lost 3.7% a year and the best made 20.8%.

-3.7%median 9.3%20.8%
Worst window
-3.7%
25th percentile
4.2%
75th percentile
15.6%
Best window
20.8%

Worst start: March 2010-3.7% a year for the 10 years that followed.

Best start: October 201520.8% a year.

Against the Nifty 500: FORTIS came out ahead in 30.4% of the 112 windows both series cover.

15-year rolling returns

100.0% of windows made money

Across 52 separate 15-year holding periods, the median returned 11.7% a year. Not one of them ended in a loss — the weakest still compounded at 6.6% a year.

6.6%median 11.7%13.5%
Worst window
6.6%
25th percentile
9.3%
75th percentile
12.8%
Best window
13.5%

Worst start: December 20076.6% a year for the 15 years that followed.

Best start: January 200913.5% a year.

Against the Nifty 500: FORTIS came out ahead in 40.4% of the 52 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 FORTIS 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, FORTIS finished ahead of the Nifty 500 in 40.4% of the 52 periods both series cover.

1-year windows

Ahead in 54.1% of 220 periods.

3-year windows

Ahead in 56.1% of 196 periods.

5-year windows

Ahead in 37.8% of 172 periods.

7-year windows

Ahead in 27.7% of 148 periods.

10-year windows

Ahead in 30.4% of 112 periods.

15-year windows

Ahead in 40.4% of 52 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 FORTIS'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

FORTISis 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 2007-05-01. Full definitions are on our methodology page.

HELP CENTER

FORTIS rolling returns — common questions

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

What are FORTIS rolling returns?
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Over 15 years, Fortis Healthcare Ltd. has been through 52 separate 15 years holding periods — one starting every month. The median returned 11.7% a year, the worst 6.6% and the best 13.5%. 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 FORTIS ever lost money over 10 years?
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Yes. 8.9% of the 112 10 years periods on record ended below where they started, and the worst of them lost 3.7% a year — the stretch beginning March 2010. The median period returned 9.3% a year.

What is the worst 5 years FORTIS has ever had?
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-7.9% a year, for the five years beginning May 2015. For contrast the best 5 years returned 52.3% a year, starting October 2020, and the median across all 172 periods was 7.4%. The gap between those two numbers is the part of the outcome that came down to timing rather than to the company.

Does holding FORTIS for longer reduce the risk?
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On this record, yes. 1 year outcomes ranged from -42.5% to 171.0% a year — a spread of 213.6%. 15 years outcomes ranged from 6.6% to 13.5%, a spread of 6.8%. 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 FORTIS beaten Nifty 500 over 15 years?
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In 40.4% of the 52 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 Fortis Healthcare 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 FORTIS 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 Fortis Healthcare 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 Fortis Healthcare 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.