IFN vs. DEMIX
IFN (Aberdeen India Fund) and DEMIX (Delaware Emerging Markets Fund) are both Emerging Markets Equities funds. Over the past 10 years, IFN returned 6.36%/yr vs 18.00%/yr for DEMIX. Their 0.52 correlation means they have sometimes moved together and sometimes differently. IFN charges 0.01%/yr vs 1.26%/yr for DEMIX.
Performance
IFN vs. DEMIX - 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 DEMIX's 68.59% return. Over the past 10 years, IFN has underperformed DEMIX with an annualized return of 6.36%, while DEMIX has yielded a comparatively higher 18.00% 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%
DEMIX
- 1D
- 8.34%
- 1M
- -18.22%
- 6M
- 34.53%
- YTD
- 68.59%
- 1Y
- 156.06%
- 3Y*
- 51.27%
- 5Y*
- 23.17%
- 10Y*
- 18.00%
- ALL TIME*
- 10.80%
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. DEMIX - 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% |
DEMIX Delaware Emerging Markets Fund | 68.59% | 86.79% | 6.52% | 17.59% | -28.66% | -2.08% | 26.09% | 24.33% | -17.10% | 41.98% |
Correlation
The correlation between IFN and DEMIX 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. | 0.33 |
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 DEMIX 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. DEMIX — Risk / Return Rank
IFN
DEMIX
IFN vs. DEMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen India Fund (IFN) and Delaware Emerging Markets Fund (DEMIX). 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 | DEMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.49 | ||
| Sortino ratioReturn per unit of downside risk | -3.82 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.43 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 4.06 | -4.56 |
| Martin ratioReturn relative to average drawdown | -1.04 | 16.90 | -17.94 |
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Drawdowns
IFN vs. DEMIX - Drawdown Comparison
The maximum IFN drawdown since its inception was -71.52%, which is greater than DEMIX's maximum drawdown of -63.15%. Use the drawdown chart below to compare losses from any high point for IFN and DEMIX.
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Drawdown Indicators
| IFN | DEMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.52% | -63.15% | -8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -22.99% | -36.51% | +13.52% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -36.51% | +4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -38.47% | +6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -46.29% | +4.81% |
Current DrawdownCurrent decline from peak | -23.64% | -31.22% | +7.58% |
Average DrawdownAverage peak-to-trough decline | -25.88% | -18.43% | -7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 8.73% | +2.38% |
Volatility
IFN vs. DEMIX - Volatility Comparison
The current volatility for Aberdeen India Fund (IFN) is 3.30%, while Delaware Emerging Markets Fund (DEMIX) has a volatility of 25.06%. This indicates that IFN experiences smaller price fluctuations and is considered to be less risky than DEMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFN | DEMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 25.06% | -21.76% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 49.51% | -35.36% |
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% | 30.10% | -12.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 25.79% | -6.91% |
IFN vs. DEMIX - Expense Ratio Comparison
IFN has a 0.01% expense ratio, which is lower than DEMIX's 1.26% expense ratio.
Dividends
IFN vs. DEMIX - Dividend Comparison
IFN's dividend yield for the trailing twelve months is around 18.58%, more than DEMIX's 11.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DEMIX Delaware Emerging Markets Fund | 11.25% | 18.97% | 1.99% | 2.95% | 1.89% | 3.42% | 0.87% | 0.80% | 0.65% | 1.80% | 0.94% | 0.30% |
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 DEMIX 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.
DEMIX has higher volatility (25.06%) compared to IFN (3.30%). In terms of maximum drawdown, IFN dropped -71.52% vs DEMIX's -63.15%.
DEMIX currently has the higher Sharpe Ratio (2.80 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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