Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFN (India Closed Fund) | -14.76% | -24.19% | -0.07% | -0.28% | 5.65% | 5.00% | 4.77% | … | … |
Data as of 06/04/2026, Common starting date is 02/15/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFN (India Closed Fund) | 02/15/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | -24.19 | -0.07 | -0.28 | 5.65 | 5.00 | 4.77 | … | … | -14.76 | -3.01 | -2.26 | 36.48 | -15.85 | 22.31 | 12.25 | 11.27 | -5.33 | 37.15 | 1.79 | -4.72 | 38.46 | 0.29 | 22.45 | -42.79 | 27.26 | 67.76 | -60.08 | 57.41 | 28.81 | 49.54 | 23.59 | 139.25 | 12.38 | -20.69 | -27.99 | 165.35 | -14.41 | -3.28 | -14.08 | -16.47 | -29.17 |
| Sharpe Ratio | NA | -1.52 | -0.11 | -0.09 | 0.24 | NA | NA | … | … | -1.46 | -0.33 | -0.32 | 2.20 | -0.82 | 1.59 | 0.37 | 0.66 | -0.39 | 2.71 | 0.08 | -0.24 | 2.15 | 0.01 | 1.11 | -1.50 | 1.06 | 1.24 | -0.90 | 1.34 | 0.57 | 1.32 | 0.53 | 4.91 | 0.49 | -0.69 | -0.71 | 4.44 | -0.42 | -0.18 | -0.52 | -0.61 | -1.32 |
| Standard Deviation(%) | NA | 16.67 | 18.10 | 17.77 | 19.01 | NA | NA | … | … | 20.37 | 18.15 | 18.18 | 15.03 | 21.03 | 14.04 | 32.47 | 14.84 | 17.17 | 13.53 | 19.35 | 20.08 | 17.92 | 21.18 | 20.35 | 28.53 | 25.72 | 54.52 | 67.91 | 40.64 | 45.02 | 35.82 | 42.64 | 28.24 | 22.89 | 33.95 | 45.54 | 36.47 | 42.88 | 39.19 | 34.08 | 33.47 | 27.16 |
| Draw Down(%) | NA | 28.58 | 33.87 | 33.87 | 41.48 | NA | NA | … | … | 21.11 | 14.23 | 16.94 | 10.93 | 24.74 | 8.56 | 41.48 | 9.71 | 23.25 | 7.25 | 16.30 | 24.75 | 9.29 | 22.94 | 21.82 | 43.62 | 17.02 | 32.53 | 69.54 | 19.61 | 41.96 | 19.99 | 32.89 | 14.57 | 24.70 | 48.14 | 54.17 | 14.80 | 36.17 | 43.60 | 40.45 | 32.61 | 30.58 |
| Yield(%) | 0.00 | 10.26 | 12.14 | 10.99 | 10.79 | 7.89 | 6.45 | … | … | 5.98 | 10.60 | 12.58 | 10.75 | 14.83 | 16.09 | 9.57 | 11.52 | 17.26 | 14.98 | 7.64 | 6.92 | 9.52 | 4.43 | 12.05 | 3.40 | 12.44 | 0.00 | 11.50 | 21.20 | 12.41 | 14.62 | 5.85 | 1.21 | 0.88 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/15/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFN (India Closed Fund) |
-18.96%
Feb 2000 – Feb 2003 |
-9.80%
Dec 2007 – Dec 2012 |
0.98%
Dec 2007 – Dec 2017 |
1.98%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFN (India Closed Fund) |
90.47%
Apr 2003 – Apr 2006 |
57.84%
Oct 2002 – Oct 2007 |
29.31%
Dec 1997 – Dec 2007 |
17.67%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart