Columbia India Consumer ETF (INCO)
INCO is a passive ETF by Ameriprise Financial tracking the investment results of the Indxx India Consumer Index. INCO launched on Aug 10, 2011 and has a 0.75% expense ratio.
ETF Info
ISIN | US19762B7073 |
---|---|
CUSIP | 19762B707 |
Issuer | Ameriprise Financial |
Inception Date | Aug 10, 2011 |
Region | Emerging Asia Pacific (India) |
Category | Asia Pacific Equities |
Index Tracked | Indxx India Consumer Index |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
INCO features an expense ratio of 0.75%, falling within the medium range.
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.
Popular comparisons: INCO vs. FLIN, INCO vs. EPI, INCO vs. INDY, INCO vs. INDA, INCO vs. PIN, INCO vs. GLIN, INCO vs. SMIN, INCO vs. QQQ, INCO vs. SCHD, 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.
Returns By Period
Columbia India Consumer ETF had a return of 22.39% year-to-date (YTD) and 41.08% in the last 12 months. Over the past 10 years, Columbia India Consumer ETF had an annualized return of 12.18%, outperforming the S&P 500 benchmark which had an annualized return of 10.58%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 22.39% | 13.20% |
1 month | 3.01% | -1.28% |
6 months | 21.44% | 10.32% |
1 year | 41.08% | 18.23% |
5 years (annualized) | 17.88% | 12.31% |
10 years (annualized) | 12.18% | 10.58% |
Monthly Returns
The table below presents the monthly returns of INCO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.58% | 4.69% | 2.40% | 1.06% | 1.07% | 6.93% | 22.39% | ||||||
2023 | 2.27% | -3.97% | -0.35% | 6.36% | 4.82% | 5.84% | 1.05% | -0.54% | 0.50% | 0.30% | 8.80% | 5.77% | 34.63% |
2022 | -0.19% | -4.10% | -3.97% | 1.52% | 0.43% | -4.49% | 9.26% | 1.73% | -4.47% | 1.59% | 1.85% | -5.43% | -7.01% |
2021 | 1.56% | 1.56% | 3.08% | -5.26% | 10.21% | 0.92% | -0.32% | 4.61% | 1.50% | 1.29% | -3.27% | 2.68% | 19.28% |
2020 | -0.28% | -6.84% | -21.60% | 10.51% | 5.85% | 4.89% | 3.88% | 6.43% | 0.83% | -4.09% | 10.86% | 8.14% | 14.55% |
2019 | -7.11% | -0.29% | 3.17% | -2.15% | -0.24% | -0.12% | -8.02% | -0.02% | 9.16% | 6.75% | -5.00% | 0.99% | -4.22% |
2018 | -2.04% | -5.18% | 0.41% | 5.34% | -4.43% | -1.61% | 4.45% | 0.05% | -14.40% | -5.18% | 12.27% | 1.40% | -10.81% |
2017 | 7.35% | 3.42% | 7.34% | 4.20% | 2.64% | 1.02% | 4.41% | -0.83% | -1.57% | 7.44% | 3.42% | 5.14% | 53.28% |
2016 | -9.31% | -5.80% | 13.72% | 0.47% | 2.83% | 3.55% | 6.32% | 0.20% | 1.77% | -0.91% | -9.43% | -0.15% | 0.97% |
2015 | 11.95% | 2.38% | -3.65% | -8.16% | 5.49% | -0.87% | 5.52% | -11.01% | -2.58% | 1.50% | 0.03% | 0.91% | -0.59% |
2014 | -4.40% | 3.14% | 13.07% | -3.69% | 11.13% | 5.56% | -0.92% | 8.32% | 2.92% | 3.03% | 2.34% | -1.32% | 44.75% |
2013 | -1.41% | -9.33% | 1.26% | 8.70% | -1.59% | -11.93% | 1.78% | -14.11% | 15.54% | 7.40% | -3.33% | 2.68% | -8.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of INCO is 97, placing it in the top 3% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Columbia India Consumer ETF granted a 3.11% dividend yield in the last twelve months. The annual payout for that period amounted to $2.24 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|
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 | 3.11% | 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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $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 | $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 | $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 | $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 | $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 | $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 | $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 | $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 | $0.00 |
2014 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 0.55%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-47.69% | Jan 8, 2018 | 555 | Mar 23, 2020 | 204 | Jan 12, 2021 | 759 |
-30.81% | Jan 3, 2013 | 154 | Aug 28, 2013 | 123 | Apr 1, 2014 | 277 |
-27.77% | Mar 19, 2015 | 228 | Feb 11, 2016 | 274 | Mar 15, 2017 | 502 |
-23.31% | Sep 8, 2011 | 39 | Dec 19, 2011 | 125 | Sep 21, 2012 | 164 |
-22.09% | Oct 18, 2021 | 97 | Mar 7, 2022 | 331 | Jun 30, 2023 | 428 |
Volatility
Volatility Chart
The current Columbia India Consumer ETF volatility is 2.60%, 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.