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ABCA.PA vs. INDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ABCA.PA vs. INDA - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in ABC arbitrage SA (ABCA.PA) and iShares MSCI India ETF (INDA). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ABCA.PA is traded in EUR, while INDA is traded in USD. To make them comparable, the INDA values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, ABCA.PA achieves a 0.37% return, which is significantly higher than INDA's -10.23% return. Over the past 10 years, ABCA.PA has underperformed INDA with an annualized return of 4.33%, while INDA has yielded a comparatively higher 6.46% annualized return.


ABCA.PA

1D
0.57%
1M
0.76%
YTD
0.37%
6M
0.19%
1Y
-11.51%
3Y*
1.96%
5Y*
1.09%
10Y*
4.33%

INDA

1D
0.00%
1M
-0.70%
YTD
-10.23%
6M
-9.74%
1Y
-12.91%
3Y*
1.83%
5Y*
3.54%
10Y*
6.46%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ABCA.PA vs. INDA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ABCA.PA
ABC arbitrage SA
0.37%19.60%6.72%-19.95%-4.30%6.70%13.63%17.74%2.70%-9.27%
INDA
iShares MSCI India ETF
-11.33%-9.51%15.80%13.65%-3.30%30.43%5.36%8.89%-2.29%19.35%

Correlation

The correlation between ABCA.PA and INDA is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.05

Correlation (5Y)
Calculated over the trailing 5-year period

0.09

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Feb 6, 2012

0.11

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Return for Risk

ABCA.PA vs. INDA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ABCA.PA
ABCA.PA Risk / Return Rank: 1818
Overall Rank
ABCA.PA Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
ABCA.PA Sortino Ratio Rank: 1616
Sortino Ratio Rank
ABCA.PA Omega Ratio Rank: 1515
Omega Ratio Rank
ABCA.PA Calmar Ratio Rank: 2222
Calmar Ratio Rank
ABCA.PA Martin Ratio Rank: 2121
Martin Ratio Rank

INDA
INDA Risk / Return Rank: 22
Overall Rank
INDA Sharpe Ratio Rank: 22
Sharpe Ratio Rank
INDA Sortino Ratio Rank: 22
Sortino Ratio Rank
INDA Omega Ratio Rank: 22
Omega Ratio Rank
INDA Calmar Ratio Rank: 33
Calmar Ratio Rank
INDA Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ABCA.PA vs. INDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ABC arbitrage SA (ABCA.PA) and iShares MSCI India ETF (INDA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ABCA.PAINDADifference
Sharpe ratioReturn per unit of total volatility

+0.28

Sortino ratioReturn per unit of downside risk

+0.55

Omega ratioGain probability vs. loss probability

0.90

0.86

+0.04

Calmar ratioReturn relative to maximum drawdown

-0.55

-0.72

+0.17

Martin ratioReturn relative to average drawdown

-1.01

-1.52

+0.51

ABCA.PA vs. INDA - Sharpe Ratio Comparison

The current ABCA.PA Sharpe Ratio is -0.62, which is higher than the INDA Sharpe Ratio of -0.90. The chart below compares the historical Sharpe Ratios of ABCA.PA and INDA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ABCA.PAINDADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.62

-0.90

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.06

0.24

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

0.31

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.28

0.28

+0.01

Drawdowns

ABCA.PA vs. INDA - Drawdown Comparison

The maximum ABCA.PA drawdown since its inception was -89.34%, which is greater than INDA's maximum drawdown of -41.78%. Use the drawdown chart below to compare losses from any high point for ABCA.PA and INDA.


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Drawdown Indicators


ABCA.PAINDADifference

Max Drawdown

Largest peak-to-trough decline

-89.34%

-41.78%

-47.56%

Max Drawdown (1Y)

Largest decline over 1 year

-20.71%

-18.08%

-2.63%

Max Drawdown (3Y)

Largest decline over 3 years

-39.00%

-25.03%

-13.97%

Max Drawdown (5Y)

Largest decline over 5 years

-47.12%

-25.03%

-22.09%

Max Drawdown (10Y)

Largest decline over 10 years

-47.12%

-41.78%

-5.34%

Current Drawdown

Current decline from peak

-13.01%

-21.85%

+8.84%

Average Drawdown

Average peak-to-trough decline

-23.26%

-9.09%

-14.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.31%

8.52%

+2.79%

Volatility

ABCA.PA vs. INDA - Volatility Comparison

The current volatility for ABC arbitrage SA (ABCA.PA) is 4.13%, while iShares MSCI India ETF (INDA) has a volatility of 4.72%. This indicates that ABCA.PA experiences smaller price fluctuations and is considered to be less risky than INDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ABCA.PAINDADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.13%

4.72%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

15.67%

12.19%

+3.48%

Volatility (1Y)

Calculated over the trailing 1-year period

18.83%

14.47%

+4.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.84%

14.99%

+3.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.80%

21.01%

-2.21%

Dividends

ABCA.PA vs. INDA - Dividend Comparison

ABCA.PA's dividend yield for the trailing twelve months is around 6.39%, while INDA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ABCA.PA
ABC arbitrage SA
6.39%6.30%6.26%8.53%6.20%8.12%4.55%6.42%6.58%3.82%6.55%7.80%
INDA
iShares MSCI India ETF
0.00%0.00%0.76%0.16%0.00%6.44%0.27%0.99%0.94%1.09%0.90%1.19%

Frequently Asked Questions


ABCA.PA and INDA have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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