IFN vs. EAD
IFN (Aberdeen India Fund) and EAD (Emerging Markets Dividend Fund) are both Emerging Markets Equities funds. Over the past 10 years, IFN returned 6.36%/yr vs 6.61%/yr for EAD. Their 0.28 correlation means their historical movements had little consistent relationship. IFN charges 0.01%/yr vs 0.04%/yr for EAD.
Performance
IFN vs. EAD - 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 EAD's -1.68% return. Both investments have delivered pretty close results over the past 10 years, with IFN having a 6.36% annualized return and EAD not far ahead at 6.61%.
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%
EAD
- 1D
- 0.00%
- 1M
- -2.42%
- 6M
- -3.45%
- YTD
- -1.68%
- 1Y
- -1.32%
- 3Y*
- 9.25%
- 5Y*
- 2.58%
- 10Y*
- 6.61%
- ALL TIME*
- 6.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.20M | $1.82M | $1.50M | |
| $1.78M | $1.59M | $1.78M |
IFN vs. EAD - 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% |
EAD Emerging Markets Dividend Fund | -1.68% | 8.05% | 15.86% | 11.94% | -23.08% | 21.62% | 6.35% | 27.22% | -6.52% | 7.80% |
Correlation
The correlation between IFN and EAD is 0.36, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.36 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2003 | 0.28 |
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Return for Risk
IFN vs. EAD — Risk / Return Rank
IFN
EAD
IFN vs. EAD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen India Fund (IFN) and Emerging Markets Dividend Fund (EAD). 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 | EAD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.50 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.97 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | -0.21 | -0.29 |
| Martin ratioReturn relative to average drawdown | -1.04 | -0.72 | -0.31 |
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Drawdowns
IFN vs. EAD - Drawdown Comparison
The maximum IFN drawdown since its inception was -71.52%, which is greater than EAD's maximum drawdown of -67.37%. Use the drawdown chart below to compare losses from any high point for IFN and EAD.
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Drawdown Indicators
| IFN | EAD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.52% | -67.37% | -4.15% |
Max Drawdown (1Y)Largest decline over 1 year | -22.99% | -8.16% | -14.83% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -12.65% | -18.88% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -29.44% | -2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -41.54% | +0.06% |
Current DrawdownCurrent decline from peak | -23.64% | -4.34% | -19.30% |
Average DrawdownAverage peak-to-trough decline | -25.88% | -7.12% | -18.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 2.40% | +8.71% |
Volatility
IFN vs. EAD - Volatility Comparison
Aberdeen India Fund (IFN) has a higher volatility of 3.30% compared to Emerging Markets Dividend Fund (EAD) at 1.77%. This indicates that IFN's price experiences larger fluctuations and is considered to be riskier than EAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFN | EAD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 1.77% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 7.55% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.70% | 8.95% | +7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.77% | 13.57% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 16.10% | +2.78% |
IFN vs. EAD - Expense Ratio Comparison
IFN has a 0.01% expense ratio, which is lower than EAD's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IFN vs. EAD - Dividend Comparison
IFN's dividend yield for the trailing twelve months is around 18.58%, more than EAD's 10.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAD Emerging Markets Dividend Fund | 10.19% | 9.47% | 9.08% | 9.07% | 10.97% | 7.59% | 8.51% | 8.44% | 9.11% | 8.58% | 9.62% | 10.95% |
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 EAD have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IFN has higher volatility (3.30%) compared to EAD (1.77%). In terms of maximum drawdown, IFN dropped -71.52% vs EAD's -67.37%.
EAD currently has the higher Sharpe Ratio (-0.19 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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