Intelligent Investor Australian Equity Income ETF (INIF.AX) Sharpe Ratio: 0.67

INIF.AX's Sharpe Ratio of 0.67 indicates that for each unit of volatility, it generates 0.67 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jul 16, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

INIF.AX Sharpe Ratio Rank

Below Average

INIF.AX ranks above 22.6% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating below-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Returns may not adequately compensate for volatility taken
Consider smaller allocation given below-average risk-adjusted profile
Explore higher-ranked investments with better consistency
Assess whether the volatility profile aligns with your portfolio goals

INIF.AX Sharpe Ratio Market Positioning

The chart shows INIF.AX's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 0.74 or lower
Yellow zone (middle 50%): 0.74 to 1.89
Green zone (top 25%): 1.89 or higher
Top 1%: 6.47+
Median: 1.42 — half of all investments score higher

How it compares to other similar ETFs

The table compares Intelligent Investor Australian Equity Income ETF's Sharpe Ratio with other ETFs in the Dividend category across multiple time periods, showing how INIF.AX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 16, 2026.

Symbol	Name	1Y Sharpe Ratio
INCM.AX	Betashares S&P Global High Dividend Aristocrats ETF	1.60
IHD.AX	iShares S&P/ASX Dividend Opportunities ESG Screened ETF	1.51
ZYAU.AX	Global X S&P/ASX 200 High Dividend ETF	1.50
VHY.AX	Vanguard Australian Shares High Yield ETF	1.49
SYI.AX	SPDR ETFs Australia - State Street SPDR MSCI Australia Select High Dividend Yield ETF	1.21
WDIV.AX	SPDR ETFs Australia - State Street SPDR S&P Global Dividend ETF	1.16
RDV.AX	Russell Investments High Dividend Australian Shares ETF	0.71
INIF.AX	Intelligent Investor Australian Equity Income ETF	0.67
JHGA.AX	JPMorgan Global Equity Premium Income (Hedged) Complex ETF	0.42
HVST.AX	Betashares Australian Dividend Harvester Active ETF	0.06

Benchmark

S&P 500 Index

Lookback Period

How to choose period

Historical Sharpe Ratio

The chart shows INIF.AX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when INIF.AX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does INIF.AX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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