iShares India 50 ETF (INDY)
INDY is a passive ETF by iShares tracking the investment results of the S&P CNX Nifty Index. INDY launched on Nov 18, 2009 and has a 0.94% expense ratio.
ETF Info
ID1000110901
464289529
Nov 18, 2009
Emerging Asia Pacific (India)
1x
S&P CNX Nifty Index
Mega-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 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.
Returns By Period
iShares India 50 ETF had a return of 4.41% year-to-date (YTD) and 13.43% in the last 12 months. Over the past 10 years, iShares India 50 ETF had an annualized return of 6.48%, while the S&P 500 had an annualized return of 11.11%, indicating that iShares India 50 ETF did not perform as well as the benchmark.
INDY
4.41%
-6.05%
1.34%
13.43%
8.96%
6.48%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of INDY, 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 | 0.26% | 1.34% | 0.80% | 0.28% | 1.05% | 5.07% | 2.27% | 0.60% | 1.97% | -5.38% | 4.41% | ||
| 2023 | -0.07% | -3.22% | 0.46% | 3.89% | 0.63% | 4.97% | 2.33% | -2.34% | 0.40% | -2.48% | 5.20% | 6.48% | 16.88% |
| 2022 | 1.12% | -5.25% | 1.83% | -3.01% | -3.84% | -4.69% | 7.77% | 0.18% | -4.72% | 3.58% | 6.18% | -5.53% | -7.31% |
| 2021 | -1.79% | 5.16% | 2.37% | -3.12% | 7.80% | -0.24% | 0.21% | 9.37% | 0.70% | 0.17% | -4.06% | 2.21% | 19.43% |
| 2020 | -2.77% | -6.43% | -27.00% | 11.62% | 0.80% | 7.22% | 7.63% | 4.93% | -0.23% | 0.80% | 11.05% | 8.85% | 10.01% |
| 2019 | -1.30% | -0.83% | 9.69% | 0.74% | 2.41% | -1.28% | -5.63% | -4.00% | 5.52% | 2.43% | 0.40% | 2.33% | 9.99% |
| 2018 | 4.74% | -8.00% | -1.15% | 1.92% | -1.33% | -0.84% | 6.48% | -0.59% | -8.19% | -6.99% | 11.22% | 0.23% | -4.28% |
| 2017 | 6.88% | 4.07% | 6.31% | 2.20% | 3.21% | -1.32% | 6.37% | -1.26% | -3.40% | 6.07% | -1.11% | 3.94% | 36.15% |
| 2016 | -5.15% | -8.69% | 14.23% | 0.52% | 3.14% | 1.84% | 5.23% | 0.97% | -0.90% | -0.47% | -7.08% | -0.69% | 1.03% |
| 2015 | 7.96% | 2.76% | -5.52% | -6.48% | 3.68% | -1.39% | 2.68% | -10.57% | 1.75% | 0.29% | -2.47% | -0.19% | -8.57% |
| 2014 | -6.17% | 4.62% | 11.44% | -0.54% | 8.91% | 4.41% | 0.21% | 4.27% | -2.05% | 5.97% | 0.80% | -5.47% | 27.86% |
| 2013 | 4.30% | -8.04% | 0.59% | 6.03% | -6.02% | -6.41% | -3.27% | -12.37% | 11.16% | 10.32% | -1.85% | 3.67% | -4.85% |
Expense Ratio
INDY has a high expense ratio of 0.94%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INDY is 36, 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 iShares India 50 ETF (INDY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares India 50 ETF provided a 0.31% dividend yield over the last twelve months, with an annual payout of $0.16 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.16 | $0.19 | $1.59 | $3.37 | $0.03 | $0.23 | $0.21 | $0.10 | $0.13 | $0.16 | $0.16 | $0.18 |
Dividend yield | 0.31% | 0.39% | 3.75% | 7.12% | 0.08% | 0.58% | 0.59% | 0.27% | 0.48% | 0.57% | 0.52% | 0.77% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $1.59 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.36 | $3.37 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.21 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.10 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.16 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.16 |
| 2013 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.18 |
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 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 10.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.74% | Nov 8, 2010 | 706 | Aug 28, 2013 | 350 | Jan 20, 2015 | 1056 |
| -43.5% | Jan 14, 2020 | 48 | Mar 23, 2020 | 172 | Nov 24, 2020 | 220 |
| -29.92% | Jan 30, 2015 | 271 | Feb 26, 2016 | 293 | Apr 26, 2017 | 564 |
| -20.1% | Jan 29, 2018 | 175 | Oct 5, 2018 | 162 | May 31, 2019 | 337 |
| -20% | Jan 13, 2022 | 107 | Jun 16, 2022 | 376 | Dec 14, 2023 | 483 |
Volatility
Volatility Chart
The current iShares India 50 ETF volatility is 2.99%, 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.