Find A Portfolio/Ticker
Comparison Box
INXX: Columbia India Infrastructure ETF (ETF)
Basic Info
Asset Class: | India Equity |
MyPlanIQ Rating: | (33%) |
Start Date: | 08/12/2010 |
Last Dividend Date: | 06/03/2019 |
12-Mo. Yield | 0.66% |
Expenses | 0.85% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 06/19/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/12/2010 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | -9.0 | 4.0 | -3.2 | -3.9 | -4.2 | -23.9 | 51.3 | 3.0 | -15.8 | 19.3 | -17.9 | 27.2 | -44.2 | 5.4 |
Sharpe Ratio | NA | -0.45 | 0.15 | -0.17 | -0.16 | -0.51 | -1.08 | 3.13 | 0.12 | -0.62 | 0.65 | -0.57 | 0.95 | -1.43 | 0.63 |
Draw Down(%) | NA | 20.9 | 36.4 | 43.0 | 61.8 | 12.5 | 35.7 | 9.2 | 18.0 | 30.5 | 25.3 | 42.6 | 31.6 | 45.7 | 16.3 |
Standard Deviation(%) | NA | 23.6 | 20.4 | 22.6 | 26.2 | 20.5 | 23.4 | 16.3 | 23.0 | 25.7 | 29.6 | 31.5 | 29.0 | 31.0 | 23.0 |
Treynor Ratio | NA | -0.21 | 0.05 | -0.04 | -0.04 | -0.19 | -0.44 | 0.48 | 0.03 | -0.16 | 0.16 | -0.12 | 0.22 | -0.46 | 0.13 |
Alpha | NA | -0.05 | -0.02 | -0.04 | -0.06 | -0.11 | -0.09 | 0.09 | -0.03 | -0.06 | 0.03 | -0.23 | 0.04 | -0.23 | -0.11 |
Beta | NA | 0.49 | 0.68 | 0.86 | 0.99 | 0.56 | 0.57 | 1.05 | 1.09 | 1.0 | 1.18 | 1.55 | 1.26 | 0.97 | 1.09 |
RSquared | NA | 0.1 | 0.18 | 0.26 | 0.3 | 0.12 | 0.17 | 0.19 | 0.39 | 0.37 | 0.21 | 0.3 | 0.3 | 0.54 | 0.41 |
Yield(%) | N/A | 1.7 | 2.0 | 1.1 | N/A | 0.4 | 1.0 | 0.9 | 3.1 | 0.8 | 0.4 | 8.7 | 1.6 | 0.4 | 0.0 |
Dividend Growth(%) | N/A | 110.0 | -56.8 | N/A | N/A | -68.8 | 60.0 | -68.8 | 220.0 | 150.0 | -97.0 | 594.7 | 137.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See India Equity Asset Class Trend Rankings |
Top Rated Funds in India Equity
Best Mutual Funds
- WAINX (WASATCH EMERGING INDIA FUND INVESTOR CLASS SHARES) (100%)
- ETGIX (EATON VANCE GREATER INDIA FUND EATON VANCE GREATER INDIA FUND CLASS A) (95%)
- INDIX (ALPS/KOTAK INDIA GROWTH FUND CLASS I) (90%)
- ECGIX (Eaton Vance Greater India Fund Class C) (86%)
- MIDNX (MATTHEWS INDIA FUND INSTITUTIONAL CLASS SHARES) (52%)
- MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) (43%)
- FIGZX (FRANKLIN INDIA GROWTH FUND ADVISOR CLASS) (24%)
Best ETFs
- INP (iPath MSCI India ETN) (76%)
- INCO (Columbia India Consumer ETF) (71%)
- INDA (iShares MSCI India ETF) (67%)
- INDY (iShares India 50 ETF) (57%)
- EPI (WisdomTree India Earnings Fund) (48%)
- SMIN (iShares MSCI India Small-Cap ETF) (38%)
- INXX (Columbia India Infrastructure ETF) (33%)
- PIN (Invesco India ETF) (29%)
- SCIF (VanEck Vectors India Small-Cap Index ETF) (10%)
- SCIN (EGShares India Small Cap ETF) (5%)