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INCO: Columbia India Consumer ETF (ETF)
Basic Info 57.14 0.7(1.21%) June 05
| Asset Class: | India Equity |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 08/10/2011 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/10/2011 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | -11.8 | -10.7 | 6.5 | 5.9 | 8.5 | 9.1 | -0.5 | 12.7 | 34.6 | -7.0 | 19.3 | 14.5 | -4.2 | -10.8 | 53.3 | 1.0 | -0.6 | 44.8 | -8.2 | 51.6 | -20.1 |
| Sharpe Ratio | NA | -1.15 | -0.71 | 0.32 | 0.25 | 0.35 | 0.38 | -0.2 | 0.67 | 2.7 | -0.38 | 1.05 | 0.39 | -0.29 | -0.59 | 3.85 | 0.04 | -0.03 | 2.1 | -0.3 | 2.4 | -1.34 |
| Draw Down(%) | NA | 18.3 | 21.4 | 30.0 | 30.0 | 47.7 | 47.7 | 16.4 | 15.5 | 6.7 | 20.1 | 12.4 | 39.3 | 18.1 | 26.8 | 6.7 | 16.7 | 19.6 | 9.2 | 30.8 | 18.5 | 23.3 |
| Standard Deviation(%) | NA | 21.0 | 16.6 | 15.5 | 16.8 | 20.4 | 21.7 | 16.8 | 13.5 | 11.6 | 22.3 | 18.4 | 36.5 | 19.4 | 20.7 | 13.7 | 20.6 | 23.3 | 21.3 | 27.5 | 21.7 | 32.5 |
| Treynor Ratio | NA | -0.25 | -0.21 | 0.12 | 0.08 | 0.11 | 0.13 | -0.11 | 0.24 | 0.72 | -0.15 | 0.31 | 0.18 | -0.12 | -0.22 | 0.54 | 0.01 | -0.01 | 0.62 | -0.08 | 0.72 | -0.98 |
| Alpha | NA | -0.19 | -0.1 | -0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | 0.07 | 0.02 | 0.01 | 0.01 | -0.06 | -0.03 | 0.1 | -0.04 | 0.0 | 0.12 | -0.14 | 0.13 | -0.27 |
| Beta | NA | 0.97 | 0.57 | 0.43 | 0.49 | 0.62 | 0.65 | 0.32 | 0.38 | 0.44 | 0.57 | 0.63 | 0.79 | 0.46 | 0.56 | 0.98 | 0.99 | 0.86 | 0.73 | 1.08 | 0.72 | 0.44 |
| RSquared | NA | 0.39 | 0.17 | 0.17 | 0.24 | 0.31 | 0.26 | 0.13 | 0.12 | 0.24 | 0.38 | 0.2 | 0.56 | 0.09 | 0.21 | 0.23 | 0.4 | 0.33 | 0.15 | 0.19 | 0.18 | 0.15 |
| Yield(%) | N/A | 0.0 | 0.0 | 2.7 | 4.5 | 3.8 | N/A | 0.0 | 3.2 | 5.0 | 8.8 | 6.9 | 0.4 | 0.3 | 0.1 | 0.1 | 0.1 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -50.8 | 3010.8 | N/A | N/A | -100.0 | -17.2 | -53.3 | 42.3 | 1943.6 | 37.5 | 125.1 | 105.0 | -13.3 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2011
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