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INCO: Columbia India Consumer ETF (ETF)
Basic Info 64.19 0.28(0.43%) April 24
Asset Class: | India Equity |
MyPlanIQ Rating: | (71%) |
Start Date: | 08/10/2011 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.19% |
Expenses | 0.75% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/10/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 9.2 | 44.6 | 14.1 | 11.2 | 11.4 | 10.6 | 34.6 | -15.7 | 19.1 | 14.5 | -4.2 | -10.8 | 53.3 | 1.0 | -0.6 | 44.8 | -8.2 | 51.6 | -20.1 |
Sharpe Ratio | NA | 1.76 | 3.3 | 0.63 | 0.38 | 0.47 | 0.43 | 2.65 | -0.72 | 1.04 | 0.39 | -0.29 | -0.59 | 3.85 | 0.04 | -0.03 | 2.1 | -0.3 | 2.4 | -1.34 |
Draw Down(%) | NA | 4.2 | 4.2 | 24.9 | 40.0 | 47.7 | 47.7 | 6.7 | 20.5 | 12.5 | 39.3 | 18.1 | 26.8 | 6.7 | 16.7 | 19.6 | 9.2 | 30.8 | 18.5 | 23.3 |
Standard Deviation(%) | NA | 14.2 | 12.3 | 17.6 | 23.2 | 21.5 | 22.6 | 11.6 | 23.7 | 18.4 | 36.5 | 19.4 | 20.7 | 13.7 | 20.6 | 23.3 | 21.3 | 27.5 | 21.7 | 32.5 |
Treynor Ratio | NA | 0.56 | 0.83 | 0.2 | 0.13 | 0.14 | 0.14 | 0.7 | -0.3 | 0.3 | 0.18 | -0.12 | -0.22 | 0.54 | 0.01 | -0.01 | 0.62 | -0.08 | 0.72 | -0.98 |
Alpha | NA | 0.07 | 0.1 | 0.03 | 0.01 | 0.01 | 0.01 | 0.07 | -0.02 | 0.01 | 0.01 | -0.06 | -0.03 | 0.1 | -0.04 | 0.0 | 0.12 | -0.14 | 0.13 | -0.27 |
Beta | NA | 0.45 | 0.49 | 0.55 | 0.67 | 0.7 | 0.69 | 0.44 | 0.58 | 0.63 | 0.79 | 0.46 | 0.56 | 0.98 | 0.99 | 0.86 | 0.73 | 1.08 | 0.72 | 0.44 |
RSquared | NA | 0.13 | 0.22 | 0.29 | 0.38 | 0.33 | 0.28 | 0.24 | 0.35 | 0.2 | 0.56 | 0.09 | 0.21 | 0.23 | 0.4 | 0.33 | 0.15 | 0.19 | 0.18 | 0.15 |
Yield(%) | N/A | 0.0 | 4.9 | 3.9 | 2.8 | 2.5 | N/A | 5.0 | 0.2 | 6.8 | 0.4 | 0.3 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 1936.4 | 1609.1 | 4128.6 | N/A | N/A | 1936.4 | -96.7 | 1956.2 | 33.3 | 140.0 | 66.7 | 0.0 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2011
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