Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDSX (Financial Investors Trust – ALPS | Kotak India Growth Fund) | -15.15% | -16.75% | 3.18% | 5.01% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDSX (Financial Investors Trust – ALPS | Kotak India Growth Fund) | 12/20/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.95 | -16.75 | 3.18 | 5.01 | NA | NA | NA | … | … | -15.15 | 2.50 | 11.44 | 17.50 | -12.17 | 60.10 | 71.42 | -0.59 |
| Sharpe Ratio | NA | -1.20 | 0.03 | 0.25 | NA | NA | NA | … | … | -1.78 | -0.03 | 0.53 | 1.51 | -0.74 | 3.44 | 1.08 | -3.71 |
| Standard Deviation(%) | NA | 14.58 | 14.20 | 15.06 | NA | NA | NA | … | … | 18.47 | 14.06 | 14.65 | 9.26 | 18.55 | 17.46 | 65.50 | 6.29 |
| Draw Down(%) | NA | 20.53 | 22.95 | 22.95 | NA | NA | NA | … | … | 17.93 | 11.43 | 9.52 | 6.53 | 22.57 | 8.39 | 34.04 | 0.96 |
| Yield(%) | 0.00 | 4.93 | 8.69 | 9.20 | 10.48 | 6.99 | 5.24 | … | … | 0.00 | 5.10 | 14.83 | 4.70 | 1.34 | 32.79 | 33.01 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDSX (Financial Investors Trust – ALPS | Kotak India Growth Fund) |
3.48%
Feb 2022 – Feb 2025 |
6.69%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDSX (Financial Investors Trust – ALPS | Kotak India Growth Fund) |
45.04%
Sep 2020 – Sep 2023 |
29.44%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart