Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INDIX (ALPS/KOTAK INDIA GROWTH FUND CLASS I) | 1.84% | -13.68% | 2.42% | 8.79% | 5.75% | NA | NA | 6.67% |
Data as of 07/30/2025, AR inception is 02/15/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDIX (ALPS/KOTAK INDIA GROWTH FUND CLASS I) | 02/15/2011 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.22 | -13.68 | 2.42 | 8.79 | 5.75 | NA | NA | 6.67 | 1.84 | -2.73 | 12.33 | -13.67 | 23.17 | 14.59 | 8.55 | -12.15 | 40.17 | 4.16 | -2.87 | 48.22 | -4.73 | 37.92 | -30.85 |
| Sharpe Ratio | NA | -0.68 | 0.07 | 0.42 | 0.25 | NA | NA | 0.30 | 0.23 | -0.46 | 0.80 | -0.81 | 1.47 | 0.47 | 0.48 | -0.92 | 3.77 | 0.24 | -0.15 | 3.16 | -0.20 | 1.95 | -1.61 |
| Standard Deviation(%) | NA | 20.53 | 15.94 | 16.54 | 17.85 | NA | NA | 18.56 | 16.23 | 20.14 | 10.18 | 18.55 | 15.76 | 30.56 | 14.87 | 14.65 | 10.52 | 16.78 | 19.06 | 15.23 | 23.89 | 19.56 | 21.40 |
| Draw Down(%) | NA | 28.57 | 28.57 | 28.57 | 43.61 | NA | NA | 43.61 | 11.47 | 20.32 | 6.52 | 22.64 | 11.06 | 40.78 | 13.22 | 25.57 | 6.72 | 16.85 | 17.47 | 8.05 | 32.19 | 20.31 | 34.64 |
| Yield(%) | 0.00 | 0.35 | 0.15 | 0.88 | 2.71 | 2.81 | 2.11 | 3.01 | 0.00 | 0.40 | 0.00 | 0.00 | 2.92 | 0.00 | 1.36 | 5.24 | 3.68 | 1.35 | 12.36 | 5.74 | 0.51 | 0.00 | 0.05 |
Data as of 07/30/2025, AR inception is 02/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDIX (ALPS/KOTAK INDIA GROWTH FUND CLASS I) |
-8.29%
Mar 2017 - Mar 2020 |
-2.34%
Mar 2015 - Mar 2020 |
4.06%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDIX (ALPS/KOTAK INDIA GROWTH FUND CLASS I) |
27.65%
Aug 2013 - Aug 2016 |
20.20%
Aug 2013 - Aug 2018 |
14.03%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart