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IBN vs. INDA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBN vs. INDA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ICICI Bank Limited (IBN) and iShares MSCI India ETF (INDA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBN achieves a -14.43% return, which is significantly lower than INDA's -12.38% return. Over the past 10 years, IBN has outperformed INDA with an annualized return of 15.33%, while INDA has yielded a comparatively lower 6.56% annualized return.


IBN

1D
0.87%
1M
-2.45%
YTD
-14.43%
6M
-16.97%
1Y
-23.64%
3Y*
4.21%
5Y*
8.01%
10Y*
15.33%

INDA

1D
-1.39%
1M
-2.61%
YTD
-12.38%
6M
-11.33%
1Y
-12.23%
3Y*
4.17%
5Y*
2.32%
10Y*
6.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBN vs. INDA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IBN
ICICI Bank Limited
-14.43%0.57%26.32%9.80%11.27%33.57%-1.52%47.01%6.25%44.03%
INDA
iShares MSCI India ETF
-12.38%2.68%8.63%17.16%-8.94%21.36%14.83%6.49%-6.67%36.08%

Correlation

The correlation between IBN and INDA is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.61

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

0.58

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

0.63

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

0.64

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

0.65

The correlation between IBN and INDA has been stable across timeframes, ranging from 0.58 to 0.65 - a consistent structural relationship.

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Return for Risk

IBN vs. INDA — Risk / Return Rank

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

IBN
IBN Risk / Return Rank: 44
Overall Rank
IBN Sharpe Ratio Rank: 22
Sharpe Ratio Rank
IBN Sortino Ratio Rank: 44
Sortino Ratio Rank
IBN Omega Ratio Rank: 55
Omega Ratio Rank
IBN Calmar Ratio Rank: 66
Calmar Ratio Rank
IBN Martin Ratio Rank: 22
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.

IBN vs. INDA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ICICI Bank Limited (IBN) 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.


IBNINDADifference
Sharpe ratioReturn per unit of total volatility

-0.33

Sortino ratioReturn per unit of downside risk

-0.53

Omega ratioGain probability vs. loss probability

0.80

0.87

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.91

-0.66

-0.25

Martin ratioReturn relative to average drawdown

-1.79

-1.59

-0.20

IBN vs. INDA - Sharpe Ratio Comparison

The current IBN Sharpe Ratio is -1.17, which is lower than the INDA Sharpe Ratio of -0.84. The chart below compares the historical Sharpe Ratios of IBN 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


IBNINDADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.17

-0.84

-0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.15

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.49

0.31

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.23

-0.01

Drawdowns

IBN vs. INDA - Drawdown Comparison

The maximum IBN drawdown since its inception was -86.09%, which is greater than INDA's maximum drawdown of -45.07%. Use the drawdown chart below to compare losses from any high point for IBN and INDA.


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Drawdown Indicators


IBNINDADifference

Max Drawdown

Largest peak-to-trough decline

-86.09%

-45.07%

-41.02%

Max Drawdown (1Y)

Largest decline over 1 year

-26.20%

-18.69%

-7.51%

Max Drawdown (3Y)

Largest decline over 3 years

-26.20%

-22.72%

-3.48%

Max Drawdown (5Y)

Largest decline over 5 years

-26.24%

-22.72%

-3.52%

Max Drawdown (10Y)

Largest decline over 10 years

-55.05%

-45.07%

-9.98%

Current Drawdown

Current decline from peak

-25.32%

-19.42%

-5.90%

Average Drawdown

Average peak-to-trough decline

-28.01%

-9.57%

-18.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.22%

7.71%

+5.51%

Volatility

IBN vs. INDA - Volatility Comparison

ICICI Bank Limited (IBN) has a higher volatility of 6.04% compared to iShares MSCI India ETF (INDA) at 5.26%. This indicates that IBN's price experiences larger fluctuations and is considered to be riskier 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


IBNINDADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.04%

5.26%

+0.78%

Volatility (6M)

Calculated over the trailing 6-month period

16.32%

12.66%

+3.66%

Volatility (1Y)

Calculated over the trailing 1-year period

20.29%

14.67%

+5.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.59%

15.37%

+8.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.68%

21.12%

+10.56%

Dividends

IBN vs. INDA - Dividend Comparison

IBN's dividend yield for the trailing twelve months is around 0.98%, while INDA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IBN
ICICI Bank Limited
0.98%0.84%0.80%0.81%0.57%0.27%0.00%0.19%0.43%0.79%1.98%4.01%
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


IBN and INDA have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBN has higher volatility (6.04%) compared to INDA (5.26%). In terms of maximum drawdown, IBN dropped -86.09% vs INDA's -45.07%.

INDA currently has the higher Sharpe Ratio (-0.84 vs -1.17), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IBN and INDA

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