iShares India 50 ETF (INDY)

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The chart shows the growth of an initial investment of $10,000 in iShares India 50 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares India 50 ETF (INDY) has returned -14.30% so far this year and -9.92% over the past 12 months. Over the last ten years, INDY has returned 6.85% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 20, 2009, INDY's average daily return is +0.03%, while the average monthly return is +0.57%. At this rate, your investment would double in approximately 10.2 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 2012 with a return of +21.2%, while the worst month was Mar 2020 at -27.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, INDY closed higher 52% of trading days. The best single day was May 10, 2010 with a return of +13.5%, while the worst single day was Mar 18, 2020 at -11.1%.

iShares India 50 ETF has an annualized alpha of -2.89%, beta of 0.82, and R² of 0.40 versus S&P 500 Index. Calculated based on daily prices since November 23, 2009.

• This ETF participated in 96.33% of S&P 500 Index downside but only 69.19% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.40 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

INDY has a high expense ratio of 0.94%, indicating above-average management fees.

INDY ranks 2 for risk / return — in the bottom 2% 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.

The table below present risk-adjusted performance metrics for iShares India 50 ETF (INDY) and compare them to a chosen benchmark (S&P 500 Index).

iShares India 50 ETF provided a 9.46% dividend yield over the last twelve months, with an annual payout of $4.00 per share.

The table displays the monthly dividend distributions for iShares India 50 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 iShares India 50 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 iShares India 50 ETF was 44.74%, occurring on Aug 28, 2013. Recovery took 350 trading sessions.

The current iShares India 50 ETF drawdown is 19.99%.

The chart below shows the rolling one-month volatility.