IFN vs. DEMCX
IFN (Aberdeen India Fund) and DEMCX (Nomura Emerging Markets Fund Class C) are both Emerging Markets Equities funds. Over the past 10 years, IFN returned 6.36%/yr vs 16.80%/yr for DEMCX. Their 0.52 correlation means they have sometimes moved together and sometimes differently. IFN charges 0.01%/yr vs 2.17%/yr for DEMCX.
Performance
IFN vs. DEMCX - 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 DEMCX's 67.60% return. Over the past 10 years, IFN has underperformed DEMCX with an annualized return of 6.36%, while DEMCX has yielded a comparatively higher 16.80% 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%
DEMCX
- 1D
- 8.32%
- 1M
- -18.28%
- 6M
- 33.85%
- YTD
- 67.60%
- 1Y
- 153.43%
- 3Y*
- 49.76%
- 5Y*
- 21.94%
- 10Y*
- 16.80%
- ALL TIME*
- 9.70%
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. DEMCX - 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% |
DEMCX Nomura Emerging Markets Fund Class C | 67.60% | 84.86% | 5.47% | 16.47% | -29.38% | -3.05% | 24.55% | 23.16% | -17.94% | 40.59% |
Correlation
The correlation between IFN and DEMCX is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.39 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 1996 | 0.52 |
Over the past year, the correlation between IFN and DEMCX has dropped to 0.23 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
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Return for Risk
IFN vs. DEMCX — Risk / Return Rank
IFN
DEMCX
IFN vs. DEMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen India Fund (IFN) and Nomura Emerging Markets Fund Class C (DEMCX). 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 | DEMCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.44 | ||
| Sortino ratioReturn per unit of downside risk | -3.79 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.43 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 3.98 | -4.48 |
| Martin ratioReturn relative to average drawdown | -1.04 | 16.56 | -17.60 |
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Drawdowns
IFN vs. DEMCX - Drawdown Comparison
The maximum IFN drawdown since its inception was -71.52%, which is greater than DEMCX's maximum drawdown of -63.54%. Use the drawdown chart below to compare losses from any high point for IFN and DEMCX.
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Drawdown Indicators
| IFN | DEMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.52% | -63.54% | -7.98% |
Max Drawdown (1Y)Largest decline over 1 year | -22.99% | -36.58% | +13.59% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -36.58% | +5.05% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -38.96% | +7.43% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -47.21% | +5.73% |
Current DrawdownCurrent decline from peak | -23.64% | -31.31% | +7.67% |
Average DrawdownAverage peak-to-trough decline | -25.88% | -19.59% | -6.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 8.76% | +2.35% |
Volatility
IFN vs. DEMCX - Volatility Comparison
The current volatility for Aberdeen India Fund (IFN) is 3.30%, while Nomura Emerging Markets Fund Class C (DEMCX) has a volatility of 25.07%. This indicates that IFN experiences smaller price fluctuations and is considered to be less risky than DEMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFN | DEMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 25.07% | -21.77% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 49.53% | -35.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.70% | 52.91% | -36.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.77% | 30.11% | -12.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 25.79% | -6.91% |
IFN vs. DEMCX - Expense Ratio Comparison
IFN has a 0.01% expense ratio, which is lower than DEMCX's 2.17% expense ratio.
Dividends
IFN vs. DEMCX - Dividend Comparison
IFN's dividend yield for the trailing twelve months is around 18.58%, more than DEMCX's 12.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEMCX Nomura Emerging Markets Fund Class C | 12.22% | 20.47% | 1.09% | 2.03% | 0.69% | 2.58% | 0.61% | 0.00% | 0.00% | 1.03% | 0.08% | 0.00% |
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 DEMCX have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DEMCX has higher volatility (25.07%) compared to IFN (3.30%). In terms of maximum drawdown, IFN dropped -71.52% vs DEMCX's -63.54%.
DEMCX currently has the higher Sharpe Ratio (2.75 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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