IFN vs. CNWIX
IFN (Aberdeen India Fund) and CNWIX (Calamos Evolving World Growth Fund Class I) are both Emerging Markets Equities funds. Over the past 10 years, IFN returned 6.36%/yr vs 9.45%/yr for CNWIX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. IFN charges 0.01%/yr vs 1.05%/yr for CNWIX.
Performance
IFN vs. CNWIX - Performance Comparison
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Returns By Period
In the year-to-date period, IFN achieves a -8.68% return, which is significantly lower than CNWIX's 21.73% return. Over the past 10 years, IFN has underperformed CNWIX with an annualized return of 6.36%, while CNWIX has yielded a comparatively higher 9.45% annualized return.
IFN
- 1D
- -0.26%
- 1M
- 0.09%
- 6M
- -7.67%
- YTD
- -8.68%
- 1Y
- -11.96%
- 3Y*
- 0.40%
- 5Y*
- 1.54%
- 10Y*
- 6.36%
- ALL TIME*
- 7.57%
CNWIX
- 1D
- 3.40%
- 1M
- -10.76%
- 6M
- 6.84%
- YTD
- 21.73%
- 1Y
- 32.42%
- 3Y*
- 18.04%
- 5Y*
- 5.56%
- 10Y*
- 9.45%
- ALL TIME*
- 6.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.78M | $1.59M | $1.78M |
IFN vs. CNWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFN Aberdeen India Fund | -8.68% | 0.42% | -2.26% | 36.48% | -15.85% | 22.31% | 12.25% | 11.27% | -5.33% | 37.15% |
CNWIX Calamos Evolving World Growth Fund Class I | 21.73% | 19.29% | 14.99% | 6.60% | -24.35% | -4.70% | 54.23% | 20.76% | -17.74% | 36.97% |
Correlation
The correlation between IFN and CNWIX is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.45 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2008 | 0.61 |
Over the past year, the correlation between IFN and CNWIX has dropped to 0.33 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
IFN vs. CNWIX — Risk / Return Rank
IFN
CNWIX
IFN vs. CNWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen India Fund (IFN) and Calamos Evolving World Growth Fund Class I (CNWIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IFN | CNWIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.73 | ||
| Sortino ratioReturn per unit of downside risk | -2.41 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.21 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.38 | -1.88 |
| Martin ratioReturn relative to average drawdown | -1.04 | 4.77 | -5.81 |
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Drawdowns
IFN vs. CNWIX - Drawdown Comparison
The maximum IFN drawdown since its inception was -71.52%, which is greater than CNWIX's maximum drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for IFN and CNWIX.
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Drawdown Indicators
| IFN | CNWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.52% | -43.57% | -27.95% |
Max Drawdown (1Y)Largest decline over 1 year | -22.99% | -22.46% | -0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -22.46% | -9.07% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -36.91% | +5.38% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -43.57% | +2.09% |
Current DrawdownCurrent decline from peak | -23.64% | -19.82% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -25.88% | -16.37% | -9.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 6.46% | +4.65% |
Volatility
IFN vs. CNWIX - Volatility Comparison
The current volatility for Aberdeen India Fund (IFN) is 3.30%, while Calamos Evolving World Growth Fund Class I (CNWIX) has a volatility of 12.13%. This indicates that IFN experiences smaller price fluctuations and is considered to be less risky than CNWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFN | CNWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 12.13% | -8.83% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 27.59% | -13.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.70% | 29.78% | -13.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.77% | 20.23% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 25.13% | -6.25% |
IFN vs. CNWIX - Expense Ratio Comparison
IFN has a 0.01% expense ratio, which is lower than CNWIX's 1.05% expense ratio.
Dividends
IFN vs. CNWIX - Dividend Comparison
IFN's dividend yield for the trailing twelve months is around 18.58%, more than CNWIX's 0.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CNWIX Calamos Evolving World Growth Fund Class I | 0.05% | 0.06% | 0.00% | 0.54% | 0.97% | 2.79% | 2.01% | 1.04% | 0.00% | 0.42% | 0.00% | 0.38% |
IFN Aberdeen India Fund | 18.58% | 16.09% | 14.60% | 8.97% | 21.47% | 15.21% | 9.77% | 11.57% | 22.25% | 12.11% | 7.97% | 8.02% |
Frequently Asked Questions
IFN and CNWIX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CNWIX has higher volatility (12.13%) compared to IFN (3.30%). In terms of maximum drawdown, IFN dropped -71.52% vs CNWIX's -43.57%.
CNWIX currently has the higher Sharpe Ratio (1.04 vs -0.69), 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.
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