SIVLX vs. IFN
Compare and contrast key facts about Seafarer Overseas Value Fund Institutional Class (SIVLX) and The India Fund (IFN).
SIVLX is an actively managed fund by Seafarer. It was launched on May 31, 2016. IFN is managed by India Fund. It was launched on Feb 25, 1994.
Performance
SIVLX vs. IFN - Performance Comparison
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SIVLX vs. IFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 1.35% | 37.79% | -3.34% | 13.38% | -0.74% | 10.05% | 4.05% | 21.98% | -13.91% | 23.02% |
IFN The India Fund | -15.78% | 0.42% | -2.26% | 36.48% | -15.85% | 22.31% | 12.25% | 11.27% | -5.33% | 38.90% |
Returns By Period
In the year-to-date period, SIVLX achieves a 1.35% return, which is significantly higher than IFN's -15.78% return.
SIVLX
- 1D
- -0.35%
- 1M
- -11.11%
- YTD
- 1.35%
- 6M
- 6.13%
- 1Y
- 31.82%
- 3Y*
- 13.40%
- 5Y*
- 9.45%
- 10Y*
- —
IFN
- 1D
- -1.33%
- 1M
- -14.27%
- YTD
- -15.78%
- 6M
- -16.54%
- 1Y
- -17.09%
- 3Y*
- 2.44%
- 5Y*
- 0.74%
- 10Y*
- 6.62%
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SIVLX vs. IFN - Expense Ratio Comparison
SIVLX has a 1.05% expense ratio, which is higher than IFN's 0.01% expense ratio.
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 The 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.
| SIVLX | IFN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | -0.92 | +3.43 |
Sortino ratioReturn per unit of downside risk | 3.06 | -1.22 | +4.28 |
Omega ratioGain probability vs. loss probability | 1.50 | 0.85 | +0.64 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | -0.69 | +3.12 |
Martin ratioReturn relative to average drawdown | 9.89 | -2.10 | +11.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SIVLX | IFN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | -0.92 | +3.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.04 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.23 | +0.50 |
Correlation
The correlation between SIVLX and IFN is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SIVLX vs. IFN - Dividend Comparison
SIVLX's dividend yield for the trailing twelve months is around 4.98%, less than IFN's 19.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIVLX Seafarer Overseas Value Fund Institutional Class | 4.98% | 5.05% | 4.23% | 2.93% | 1.70% | 3.56% | 1.38% | 3.06% | 3.30% | 3.41% | 0.00% | 0.00% |
IFN The India Fund | 19.66% | 16.09% | 14.60% | 8.97% | 21.47% | 15.21% | 9.77% | 11.57% | 22.25% | 12.11% | 7.97% | 8.02% |
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% | -26.05% | +13.54% |
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 | -12.51% | -29.58% | +17.07% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -25.89% | +20.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 8.57% | -5.50% |
Volatility
SIVLX vs. IFN - Volatility Comparison
The current volatility for Seafarer Overseas Value Fund Institutional Class (SIVLX) is 6.19%, while The India Fund (IFN) has a volatility of 7.34%. This indicates that SIVLX experiences smaller price fluctuations and is considered to be less risky 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 | 6.19% | 7.34% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.10% | 12.51% | -3.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.58% | 18.74% | -6.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.50% | 17.59% | -6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.55% | 18.89% | -6.34% |