ReturnScreener

Rolling Returns

IFCI Rolling Returns

IFCI Ltd.

Every 15-year stretch IFCI has been through — 61 of them, each starting a month after the last. The median returned 0.8% a year, the worst -13.2%, the best 9.7%. A single headline CAGR hides all of that.

Windows measured
61
Median
0.8%
Worst
-13.2%
Best
9.7%

Every Holding Period

IFCI 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

48.0% of windows made money

Across 229 separate 1-year holding periods, the median returned -4.3% a year. The worst lost 82.8% a year and the best made 901.0%.

-82.8%median -4.3%901.0%
Worst window
-82.8%
25th percentile
-29.9%
75th percentile
46.0%
Best window
901.0%

Worst start: November 2007-82.8% a year for the 1 years that followed.

Best start: September 2006901.0% a year.

Against the Nifty 500: IFCI came out ahead in 40.2% of the 229 windows both series cover.

3-year rolling returns

47.8% of windows made money

Across 205 separate 3-year holding periods, the median returned -0.8% a year. The worst lost 49.6% a year and the best made 96.0%.

-49.6%median -0.8%96.0%
Worst window
-49.6%
25th percentile
-14.3%
75th percentile
25.7%
Best window
96.0%

Worst start: April 2017-49.6% a year for the 3 years that followed.

Best start: June 202296.0% a year.

Against the Nifty 500: IFCI came out ahead in 28.8% of the 205 windows both series cover.

5-year rolling returns

32.6% of windows made money

Across 181 separate 5-year holding periods, the median returned -5.2% a year. The worst lost 33.5% a year and the best made 70.0%.

-33.5%median -5.2%70.0%
Worst window
-33.5%
25th percentile
-14.4%
75th percentile
8.0%
Best window
70.0%

Worst start: April 2015-33.5% a year for the 5 years that followed.

Best start: May 202070.0% a year.

Against the Nifty 500: IFCI came out ahead in 21.6% of the 181 windows both series cover.

7-year rolling returns

29.9% of windows made money

Across 157 separate 7-year holding periods, the median returned -7.5% a year. The worst lost 23.3% a year and the best made 43.9%.

-23.3%median -7.5%43.9%
Worst window
-23.3%
25th percentile
-11.6%
75th percentile
5.5%
Best window
43.9%

Worst start: April 2013-23.3% a year for the 7 years that followed.

Best start: August 201943.9% a year.

Against the Nifty 500: IFCI came out ahead in 15.9% of the 157 windows both series cover.

10-year rolling returns

36.4% of windows made money

Across 121 separate 10-year holding periods, the median returned -5.9% a year. The worst lost 21.1% a year and the best made 14.2%.

-21.1%median -5.9%14.2%
Worst window
-21.1%
25th percentile
-10.6%
75th percentile
5.4%
Best window
14.2%

Worst start: April 2010-21.1% a year for the 10 years that followed.

Best start: August 200614.2% a year.

Against the Nifty 500: IFCI came out ahead in 5.0% of the 121 windows both series cover.

15-year rolling returns

60.7% of windows made money

Across 61 separate 15-year holding periods, the median returned 0.8% a year. The worst lost 13.2% a year and the best made 9.7%.

-13.2%median 0.8%9.7%
Worst window
-13.2%
25th percentile
-6.1%
75th percentile
3.0%
Best window
9.7%

Worst start: September 2007-13.2% a year for the 15 years that followed.

Best start: January 20099.7% a year.

Against the Nifty 500: IFCI came out ahead in 0.0% 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 IFCI 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, IFCI finished ahead of the Nifty 500 in 0.0% of the 61 periods both series cover.

1-year windows

Ahead in 40.2% of 229 periods.

3-year windows

Ahead in 28.8% of 205 periods.

5-year windows

Ahead in 21.6% of 181 periods.

7-year windows

Ahead in 15.9% of 157 periods.

10-year windows

Ahead in 5.0% of 121 periods.

15-year windows

Ahead in 0.0% 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 IFCI'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

IFCIis 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

IFCI rolling returns — common questions

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

What are IFCI rolling returns?
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Over 15 years, IFCI Ltd. has been through 61 separate 15 years holding periods — one starting every month. The median returned 0.8% a year, the worst -13.2% and the best 9.7%. 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 IFCI ever lost money over 10 years?
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Yes. 63.6% of the 121 10 years periods on record ended below where they started, and the worst of them lost 21.1% a year — the stretch beginning April 2010. The median period returned -5.9% a year.

What is the worst 5 years IFCI has ever had?
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-33.5% a year, for the five years beginning April 2015. For contrast the best 5 years returned 70.0% a year, starting May 2020, and the median across all 181 periods was -5.2%. The gap between those two numbers is the part of the outcome that came down to timing rather than to the company.

Does holding IFCI for longer reduce the risk?
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On this record, yes. 1 year outcomes ranged from -82.8% to 901.0% a year — a spread of 983.8%. 15 years outcomes ranged from -13.2% to 9.7%, a spread of 22.8%. 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 IFCI beaten Nifty 500 over 15 years?
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In 0.0% 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 IFCI 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 IFCI 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 IFCI 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 IFCI 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.