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The India Fund (IFN) Sharpe Ratio: -1.30

Mutual Fund · Currency in USD · Last updated Jun 3, 2026

A closed-end equity fund investing in Indian companies for long-term capital appreciation

IFN's Sharpe Ratio of -1.30 indicates that for each unit of volatility, it generates -1.30 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 3, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

IFN Sharpe Ratio Rank

IFN Sharpe Ratio Rank: 0.30
Concerning

IFN ranks above 0.3% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

IFN Sharpe Ratio Market Positioning

The chart shows IFN's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.42 or lower
  • Yellow zone (middle 50%): 1.42 to 2.51
  • Green zone (top 25%): 2.51 or higher
  • Top 1%: 4.65+
  • Median: 2.09 — half of all investments score higher

How it compares to other similar mutual funds

The table compares The India Fund's Sharpe Ratio with other mutual funds in the Emerging Markets Equities category across multiple time periods, showing how IFN's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DEMAXNomura Emerging Markets Fund Class A6.51
DEMCXNomura Emerging Markets Fund Class C6.44
KFThe Korea Fund Inc6.15
EMFTempleton Emerging Markets Fund4.37
WXCIXWilliam Blair Emerging Markets ex China Growth Fund Class I4.17
FZAEXFidelity Advisor Focused Emerging Markets Fund Class Z3.87
FIMKXFidelity Advisor Focused Emerging Markets Fund Class I3.86
FAMKXFidelity Advisor Focused Emerging Markets Fund Class A3.84
FTMKXFidelity Advisor Focused Emerging Markets Fund Class M3.81
FMCKXFidelity Advisor Focused Emerging Markets Fund Class C3.77
IFNThe India Fund-1.30

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows IFN's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when IFN consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does IFN fit in your portfolio?

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