IFN vs. SIVLX
IFN (The India Fund) and SIVLX (Seafarer Overseas Value Fund Institutional Class) are both Emerging Markets Equities funds. Over the past 5 years, IFN returned 1.47%/yr vs 9.66%/yr for SIVLX. At a 0.42 correlation, their price movements are largely independent. IFN charges 0.01%/yr vs 1.05%/yr for SIVLX.
Performance
IFN vs. SIVLX - Performance Comparison
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Returns By Period
In the year-to-date period, IFN achieves a -10.24% return, which is significantly lower than SIVLX's 8.13% return.
IFN
- 1D
- -1.46%
- 1M
- 2.13%
- YTD
- -10.24%
- 6M
- -11.08%
- 1Y
- -16.11%
- 3Y*
- 1.50%
- 5Y*
- 1.47%
- 10Y*
- 7.10%
SIVLX
- 1D
- 0.49%
- 1M
- -1.13%
- YTD
- 8.13%
- 6M
- 7.87%
- 1Y
- 27.10%
- 3Y*
- 14.76%
- 5Y*
- 9.66%
- 10Y*
- —
IFN vs. SIVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IFN The India Fund | -10.24% | 0.42% | -2.26% | 36.48% | -15.85% | 22.31% | 12.25% | 11.27% | -5.33% | 37.15% |
SIVLX Seafarer Overseas Value Fund Institutional Class | 8.13% | 37.79% | -3.34% | 13.38% | -0.74% | 10.05% | 4.05% | 21.98% | -13.91% | 23.02% |
Correlation
The correlation between IFN and SIVLX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.42 |
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Return for Risk
IFN vs. SIVLX — Risk / Return Rank
IFN
SIVLX
IFN vs. SIVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The India Fund (IFN) and Seafarer Overseas Value Fund Institutional Class (SIVLX). 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 | SIVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.15 | ||
| Sortino ratioReturn per unit of downside risk | -4.38 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.43 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 2.25 | -2.87 |
| Martin ratioReturn relative to average drawdown | -1.27 | 6.82 | -8.08 |
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Drawdowns
IFN vs. SIVLX - Drawdown Comparison
The maximum IFN drawdown since its inception was -71.52%, which is greater than SIVLX's maximum drawdown of -33.09%. Use the drawdown chart below to compare losses from any high point for IFN and SIVLX.
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Drawdown Indicators
| IFN | SIVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.52% | -33.09% | -38.43% |
Max Drawdown (1Y)Largest decline over 1 year | -26.05% | -12.51% | -13.54% |
Max Drawdown (3Y)Largest decline over 3 years | -31.53% | -12.51% | -19.02% |
Max Drawdown (5Y)Largest decline over 5 years | -31.53% | -16.39% | -15.14% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | — | — |
Current DrawdownCurrent decline from peak | -24.95% | -6.66% | -18.29% |
Average DrawdownAverage peak-to-trough decline | -25.88% | -5.60% | -20.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.74% | 4.12% | +8.62% |
Volatility
IFN vs. SIVLX - Volatility Comparison
The India Fund (IFN) has a higher volatility of 5.77% compared to Seafarer Overseas Value Fund Institutional Class (SIVLX) at 5.15%. This indicates that IFN's price experiences larger fluctuations and is considered to be riskier than SIVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IFN | SIVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 5.15% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 11.34% | +2.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.72% | 12.92% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 11.92% | +5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.89% | 12.67% | +6.22% |
IFN vs. SIVLX - Expense Ratio Comparison
IFN has a 0.01% expense ratio, which is lower than SIVLX's 1.05% expense ratio.
Dividends
IFN vs. SIVLX - Dividend Comparison
IFN's dividend yield for the trailing twelve months is around 18.91%, more than SIVLX's 4.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFN The India Fund | 18.91% | 16.09% | 14.60% | 8.97% | 21.47% | 15.21% | 9.77% | 11.57% | 22.25% | 12.11% | 7.97% | 8.02% |
SIVLX Seafarer Overseas Value Fund Institutional Class | 4.67% | 5.05% | 4.23% | 2.93% | 1.70% | 3.56% | 1.38% | 3.06% | 3.30% | 3.41% | 0.00% | 0.00% |
Frequently Asked Questions
IFN and SIVLX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IFN has higher volatility (5.77%) compared to SIVLX (5.15%). In terms of maximum drawdown, IFN dropped -71.52% vs SIVLX's -33.09%.
SIVLX currently has the higher Sharpe Ratio (2.18 vs -0.97), 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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