Columbia India Consumer ETF (INCO)

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Columbia India Consumer ETF (INCO) is down 7.3% since the beginning of the year. INCO is currently trading at $60 per share. Investors who bought $1,000 worth of INCO shares 5 years ago would now be looking at an investment worth $1,405.

Columbia India Consumer ETF (INCO) has returned -7.34% so far this year and -5.19% over the past 12 months. Over the last ten years, INCO has returned 9.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Aug 10, 2011, INCO's average daily return is +0.04%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Sep 2013 with a return of +15.5%, while the worst month was Mar 2020 at -21.6%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.

On a daily basis, INCO closed higher 50% of trading days. The best single day was Mar 26, 2020 with a return of +9.2%, while the worst single day was Mar 12, 2020 at -12.4%.

Columbia India Consumer ETF has an annualized alpha of 2.26%, beta of 0.65, and R2 of 0.27 versus S&P 500 Index. Calculated based on daily prices since August 10, 2011.

• This ETF participated in 87.90% of S&P 500 Index downside but only 75.60% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.65 may look defensive, but with R2 of 0.27 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.27 means this ETF 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.

INCO has an expense ratio of 0.75%, placing it in the medium range.

INCO ranks 6 for risk / return — in the bottom 6% of ETFs 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.

Columbia India Consumer ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

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.

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 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 21.09%.

The chart below shows the rolling one-month volatility.