SIVLX vs. IFN
SIVLX (Seafarer Overseas Value Fund Institutional Class) and IFN (Aberdeen India Fund) are both Emerging Markets Equities funds. Over the past 5 years, SIVLX returned 10.04%/yr vs 1.54%/yr for IFN. Their 0.42 correlation means their historical movements had little consistent relationship. SIVLX charges 1.05%/yr vs 0.01%/yr for IFN.
Performance
SIVLX vs. IFN - Performance Comparison
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Returns By Period
In the year-to-date period, SIVLX achieves a 7.95% return, which is significantly higher than IFN's -8.68% return.
SIVLX
- 1D
- 2.92%
- 1M
- 2.86%
- 6M
- -1.13%
- YTD
- 7.95%
- 1Y
- 20.54%
- 3Y*
- 12.78%
- 5Y*
- 10.04%
- 10Y*
- —
- ALL TIME*
- 9.55%
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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.78M | $1.59M | $1.78M | |
| $0.00 | $0.00 | $0.00 |
SIVLX vs. IFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 7.95% | 37.79% | -3.34% | 13.38% | -0.74% | 10.05% | 4.05% | 21.98% | -13.91% | 23.02% |
IFN Aberdeen India Fund | -8.68% | 0.42% | -2.26% | 36.48% | -15.85% | 22.31% | 12.25% | 11.27% | -5.33% | 37.15% |
Correlation
The correlation between SIVLX and IFN is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.36 |
Correlation (5Y) Shows whether the relationship held over a longer 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
SIVLX vs. IFN — Risk / Return Rank
SIVLX
IFN
SIVLX vs. IFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Seafarer Overseas Value Fund Institutional Class (SIVLX) and Aberdeen India Fund (IFN). 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.
| SIVLX | IFN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.02 | ||
| Sortino ratioReturn per unit of downside risk | +2.86 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 0.90 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | -0.50 | +1.95 |
| Martin ratioReturn relative to average drawdown | 3.58 | -1.04 | +4.61 |
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Drawdowns
SIVLX vs. IFN - Drawdown Comparison
The maximum SIVLX drawdown since its inception was -33.09%, smaller than the maximum IFN drawdown of -71.52%. Use the drawdown chart below to compare losses from any high point for SIVLX and IFN.
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Drawdown Indicators
| SIVLX | IFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.09% | -71.52% | +38.43% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -22.99% | +10.48% |
Max Drawdown (3Y)Largest decline over 3 years | -12.51% | -31.53% | +19.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -31.53% | +15.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.48% | — |
Current DrawdownCurrent decline from peak | -6.81% | -23.64% | +16.83% |
Average DrawdownAverage peak-to-trough decline | -5.64% | -25.88% | +20.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 11.11% | -6.06% |
Volatility
SIVLX vs. IFN - Volatility Comparison
Seafarer Overseas Value Fund Institutional Class (SIVLX) has a higher volatility of 4.60% compared to Aberdeen India Fund (IFN) at 3.30%. This indicates that SIVLX's price experiences larger fluctuations and is considered to be riskier than IFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIVLX | IFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.60% | 3.30% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 14.15% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.60% | 16.70% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.04% | 17.77% | -5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 18.88% | -6.17% |
SIVLX vs. IFN - Expense Ratio Comparison
SIVLX has a 1.05% expense ratio, which is higher than IFN's 0.01% expense ratio.
Dividends
SIVLX vs. IFN - Dividend Comparison
SIVLX's dividend yield for the trailing twelve months is around 4.68%, less than IFN's 18.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SIVLX Seafarer Overseas Value Fund Institutional Class | 4.68% | 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
SIVLX and IFN 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.
SIVLX has higher volatility (4.60%) compared to IFN (3.30%). In terms of maximum drawdown, SIVLX dropped -33.09% vs IFN's -71.52%.
SIVLX currently has the higher Sharpe Ratio (1.33 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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