IFN vs. ESCIX
IFN (Aberdeen India Fund) and ESCIX (Ashmore Emerging Markets Small Cap Equity Fund) are both Emerging Markets Equities funds. Over the past 10 years, IFN returned 6.36%/yr vs 9.13%/yr for ESCIX. Their 0.51 correlation means they have sometimes moved together and sometimes differently. IFN charges 0.01%/yr vs 1.52%/yr for ESCIX.
Performance
IFN vs. ESCIX - 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 ESCIX's 8.91% return. Over the past 10 years, IFN has underperformed ESCIX with an annualized return of 6.36%, while ESCIX has yielded a comparatively higher 9.13% 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%
ESCIX
- 1D
- 0.00%
- 1M
- 0.00%
- 6M
- 0.50%
- YTD
- 8.91%
- 1Y
- 23.63%
- 3Y*
- 13.53%
- 5Y*
- 4.21%
- 10Y*
- 9.13%
- ALL TIME*
- 6.55%
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. ESCIX - 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% |
ESCIX Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | 26.07% | 3.55% | 19.64% | -24.45% | 11.93% | 43.41% | 15.24% | -22.01% | 28.57% |
Correlation
The correlation between IFN and ESCIX is 0.10, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.10 |
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. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2011 | 0.51 |
Over the past year, the correlation between IFN and ESCIX has dropped to 0.10 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
IFN vs. ESCIX — Risk / Return Rank
IFN
ESCIX
IFN vs. ESCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aberdeen India Fund (IFN) and Ashmore Emerging Markets Small Cap Equity Fund (ESCIX). 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 | ESCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.87 | ||
| Sortino ratioReturn per unit of downside risk | -4.16 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.53 | -0.64 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 3.92 | -4.42 |
| Martin ratioReturn relative to average drawdown | -1.04 | 17.72 | -18.75 |
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Drawdowns
IFN vs. ESCIX - Drawdown Comparison
The maximum IFN drawdown since its inception was -71.52%, which is greater than ESCIX's maximum drawdown of -48.76%. Use the drawdown chart below to compare losses from any high point for IFN and ESCIX.
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Drawdown Indicators
| IFN | ESCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.52% | -48.76% | -22.76% |
Max Drawdown (1Y)Largest decline over 1 year | -22.99% | -5.70% | -17.29% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -19.97% | -11.56% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -36.59% | +5.06% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -48.76% | +7.28% |
Current DrawdownCurrent decline from peak | -23.64% | -0.74% | -22.90% |
Average DrawdownAverage peak-to-trough decline | -25.88% | -13.21% | -12.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.11% | 1.49% | +9.62% |
Volatility
IFN vs. ESCIX - Volatility Comparison
Aberdeen India Fund (IFN) has a higher volatility of 3.30% compared to Ashmore Emerging Markets Small Cap Equity Fund (ESCIX) at 0.00%. This indicates that IFN's price experiences larger fluctuations and is considered to be riskier than ESCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFN | ESCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.30% | 0.00% | +3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 5.66% | +8.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.70% | 10.28% | +6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.77% | 15.57% | +2.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 17.48% | +1.40% |
IFN vs. ESCIX - Expense Ratio Comparison
IFN has a 0.01% expense ratio, which is lower than ESCIX's 1.52% expense ratio.
Dividends
IFN vs. ESCIX - Dividend Comparison
IFN's dividend yield for the trailing twelve months is around 18.58%, more than ESCIX's 0.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESCIX Ashmore Emerging Markets Small Cap Equity Fund | 0.42% | 0.91% | 0.00% | 0.56% | 0.60% | 0.00% | 0.00% | 0.13% | 0.11% | 1.66% | 1.16% | 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 ESCIX have a correlation of 0.10, 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 ESCIX (0.00%). In terms of maximum drawdown, IFN dropped -71.52% vs ESCIX's -48.76%.
ESCIX currently has the higher Sharpe Ratio (2.17 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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