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
US19762B7073
19762B707
Aug 10, 2011
Emerging Asia Pacific (India)
1x
Indxx India Consumer Index
Large-Cap
Blend
Share Price Chart
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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 12.74% year-to-date (YTD) and 23.67% in the last 12 months. Over the past 10 years, Columbia India Consumer ETF had an annualized return of 9.60%, while the S&P 500 had an annualized return of 11.11%, indicating that Columbia India Consumer ETF did not perform as well as the benchmark.
INCO
12.74%
-10.15%
-0.35%
23.67%
14.01%
9.60%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
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% | 5.41% | 0.64% | 3.76% | -10.01% | 12.74% | ||
| 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% |
Expense Ratio
INCO features an expense ratio of 0.75%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INCO is 55, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 provided a 3.38% dividend yield over the last twelve months, with an annual payout of $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 | $0.17 | $0.12 | $0.05 | $0.03 | $0.03 | $0.00 | $0.03 |
Dividend yield | 3.38% | 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 | $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 | $0.17 | $0.17 |
| 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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 15.31%.
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 2.90%, 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.