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Columbia India Consumer ETF (INCO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS19762B7073
CUSIP19762B707
IssuerAmeriprise Financial
Inception DateAug 10, 2011
RegionEmerging Asia Pacific (India)
CategoryAsia Pacific Equities
Index TrackedIndxx India Consumer Index
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Columbia India Consumer ETF has a high expense ratio of 0.75%, indicating higher-than-average management fees.


Expense ratio chart for INCO: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Columbia India Consumer ETF

Popular comparisons: INCO vs. FLIN, INCO vs. EPI, INCO vs. INDY, INCO vs. INDA, INCO vs. PIN, INCO vs. GLIN, INCO vs. QQQ, INCO vs. SCHD, INCO vs. SMIN, INCO vs. VDY.TO

Performance

Performance Chart

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


200.00%250.00%300.00%350.00%NovemberDecember2024FebruaryMarchApril
295.01%
347.07%
INCO (Columbia India Consumer ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Columbia India Consumer ETF had a return of 9.08% year-to-date (YTD) and 45.83% in the last 12 months. Over the past 10 years, Columbia India Consumer ETF had an annualized return of 12.67%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.


PeriodReturnBenchmark
Year-To-Date9.08%5.05%
1 month2.02%-4.27%
6 months24.71%18.82%
1 year45.83%21.22%
5 years (annualized)13.64%11.38%
10 years (annualized)12.67%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.58%4.69%2.40%
20230.50%0.30%8.80%5.77%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of INCO is 98, placing it in the top 2% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of INCO is 9898
Columbia India Consumer ETF(INCO)
The Sharpe Ratio Rank of INCO is 9999Sharpe Ratio Rank
The Sortino Ratio Rank of INCO is 9898Sortino Ratio Rank
The Omega Ratio Rank of INCO is 9898Omega Ratio Rank
The Calmar Ratio Rank of INCO is 9898Calmar Ratio Rank
The Martin Ratio Rank of INCO is 9898Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Columbia India Consumer ETF (INCO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


INCO
Sharpe ratio
The chart of Sharpe ratio for INCO, currently valued at 3.73, compared to the broader market-1.000.001.002.003.004.003.73
Sortino ratio
The chart of Sortino ratio for INCO, currently valued at 4.94, compared to the broader market-2.000.002.004.006.008.004.94
Omega ratio
The chart of Omega ratio for INCO, currently valued at 1.62, compared to the broader market1.001.502.001.62
Calmar ratio
The chart of Calmar ratio for INCO, currently valued at 3.67, compared to the broader market0.002.004.006.008.0010.003.67
Martin ratio
The chart of Martin ratio for INCO, currently valued at 29.82, compared to the broader market0.0010.0020.0030.0040.0050.0060.0029.82
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-1.000.001.002.003.004.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-2.000.002.004.006.008.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market1.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.002.004.006.008.0010.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.21

Sharpe Ratio

The current Columbia India Consumer ETF Sharpe ratio is 3.73. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
3.73
1.81
INCO (Columbia India Consumer ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Columbia India Consumer ETF granted a 3.49% dividend yield in the last twelve months. The annual payout for that period amounted to $2.24 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$2.24$2.24$4.80$3.37$0.16$0.12$0.05$0.03$0.03$0.00$0.03

Dividend yield

3.49%3.81%10.57%6.25%0.34%0.28%0.12%0.05%0.09%0.00%0.08%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.24
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.80
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.37
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.16
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.03

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-1.28%
-4.64%
INCO (Columbia India Consumer ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Columbia India Consumer ETF. 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 Columbia India Consumer ETF was 47.69%, occurring on Mar 23, 2020. Recovery took 204 trading sessions.

The current Columbia India Consumer ETF drawdown is 1.28%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.69%Jan 8, 2018555Mar 23, 2020204Jan 12, 2021759
-30.81%Jan 3, 2013154Aug 28, 2013123Apr 1, 2014277
-27.77%Mar 19, 2015228Feb 11, 2016274Mar 15, 2017502
-23.31%Sep 8, 201139Dec 19, 2011125Sep 21, 2012164
-22.09%Oct 18, 202197Mar 7, 2022331Jun 30, 2023428

Volatility

Volatility Chart

The current Columbia India Consumer ETF volatility is 3.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%NovemberDecember2024FebruaryMarchApril
3.26%
3.30%
INCO (Columbia India Consumer ETF)
Benchmark (^GSPC)