The India Fund (IFN)

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The chart shows the growth of an initial investment of $10,000 in The India Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

The India Fund (IFN) has returned -14.65% so far this year and -16.89% over the past 12 months. Over the last ten years, IFN has returned 6.77% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Feb 15, 1994, IFN's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, your investment would double in approximately 5.9 years.

Historically, 57% of months were positive and 43% were negative. The best month was May 2009 with a return of +42.8%, while the worst month was Jun 2008 at -23.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, IFN closed higher 49% of trading days. The best single day was May 18, 2009 with a return of +21.5%, while the worst single day was Oct 15, 2008 at -14.3%.

The India Fund has an annualized alpha of 3.81%, beta of 0.87, and R² of 0.25 versus S&P 500 Index. Calculated based on daily prices since February 16, 1994.

• This fund participated in 110.51% of S&P 500 Index downside but only 106.21% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.25 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IFN has an expense ratio of 0.01%, which is considered low.

IFN ranks 1 for risk / return — in the bottom 1% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for The India Fund (IFN) and compare them to a chosen benchmark (S&P 500 Index).

The India Fund provided a 19.40% dividend yield over the last twelve months, with an annual payout of $2.20 per share.

The table displays the monthly dividend distributions for The India Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the The India Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The India Fund was 71.52%, occurring on Mar 9, 2009. Recovery took 2057 trading sessions.

The current The India Fund drawdown is 28.63%.

The chart below shows the rolling one-month volatility.