Performance analysis of IFN (India Fund)
Annual Return
Over the past 3 years, IFN has had an average annual return of +1.34%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IFN has had an average annual return of +0.85%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IFN has had an average annual return of +6.12%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, IFN has had an average annual return of +9.88%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -14.28% | +0.49% | -2.25% | +36.49% | -15.97% | +22.36% | +12.37% | +11.10% | -5.45% | +37.24% | +1.68% | -4.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +38.33% | +0.25% | +22.24% | -42.90% | +27.16% | +67.76% | -60.52% | +58.23% | +28.48% | +49.32% | +23.51% | +139.25% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +12.38% | -20.68% | -27.99% | +40.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.09% | +1.40% | -14.95% | +6.36% | -3.28% | -2.31% | -14.28% | ||||||
| 2025 | +1.78% | -7.07% | +9.06% | +1.01% | +5.36% | +0.98% | -6.47% | +0.13% | -2.72% | +2.46% | +2.37% | -5.12% | +0.49% |
| 2024 | +4.59% | +9.19% | +0.10% | -10.85% | -2.94% | +3.42% | +3.47% | +1.48% | +4.11% | -7.47% | +3.33% | -8.59% | -2.25% |
| 2023 | +7.97% | -2.88% | +0.07% | +2.97% | +0.83% | +8.36% | +3.13% | -1.41% | +5.77% | -7.41% | +7.92% | +7.59% | +36.49% |
| 2022 | -4.46% | -2.23% | +0.94% | -6.99% | -0.97% | -5.51% | +7.12% | +2.99% | -8.22% | -0.44% | +10.91% | -8.41% | -15.97% |
| 2021 | -2.20% | +5.63% | +6.85% | -4.99% | +6.82% | +3.53% | +0.59% | +5.39% | +1.81% | -3.20% | -1.39% | +2.41% | +22.36% |
| 2020 | +0.65% | -10.27% | -21.61% | +7.05% | +1.37% | +7.68% | +4.85% | +2.89% | +1.54% | +0.49% | +11.94% | +10.24% | +12.37% |
| 2019 | +1.33% | -0.34% | +7.41% | -0.98% | +2.83% | +0.53% | -3.53% | -2.48% | +5.51% | +2% | -1.81% | +0.66% | +11.10% |
| 2018 | +4.17% | -5.40% | -4.31% | +5.54% | -2.10% | +1.16% | +5.19% | -0.20% | -10.40% | -9.58% | +11.84% | +0.85% | -5.45% |
| 2017 | +5.52% | +2.70% | +9.58% | +3.90% | +2.43% | -0.26% | +5.97% | -1.96% | -3.21% | +4.07% | -1.97% | +6.14% | +37.24% |
Drawdown analysis of IFN (India Fund)
The maximum drawdown for the IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2062 trading sessions.
The current IFN drawdown is -28.27%.
Since Nov 1, 1999 IFN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 6 times
- 20% or more: 8 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.83% | Jan 14, 2008 | 289 | Mar 9, 2009 | 2062 | May 16, 2017 | 2351 |
| -65.53% | Mar 6, 2000 | 387 | Sep 21, 2001 | 561 | Dec 12, 2003 | 948 |
| -41.96% | May 10, 2006 | 23 | Jun 13, 2006 | 337 | Oct 15, 2007 | 360 |
| -41.41% | Jan 17, 2020 | 44 | Mar 23, 2020 | 176 | Dec 1, 2020 | 220 |
| -32.89% | Apr 5, 2004 | 29 | May 17, 2004 | 145 | Dec 13, 2004 | 174 |
| -31.53% | Mar 8, 2024 | 515 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -24.71% | Jan 13, 2022 | 107 | Jun 17, 2022 | 308 | Sep 11, 2023 | 415 |
| -23.21% | Jan 23, 2018 | 194 | Oct 29, 2018 | 302 | Jan 13, 2020 | 496 |
| -19.93% | Jan 3, 2005 | 71 | Apr 15, 2005 | 52 | Jun 29, 2005 | 123 |
| -18.00% | Sep 20, 2005 | 22 | Oct 20, 2005 | 44 | Dec 22, 2005 | 66 |
| -17.60% | Jan 14, 2004 | 29 | Feb 26, 2004 | 27 | Apr 5, 2004 | 56 |
| -17.14% | Oct 31, 2007 | 15 | Nov 21, 2007 | 10 | Dec 6, 2007 | 25 |
| -12.67% | Oct 15, 2007 | 4 | Oct 19, 2007 | 6 | Oct 29, 2007 | 10 |
| -10.93% | Sep 25, 2023 | 23 | Oct 26, 2023 | 16 | Nov 17, 2023 | 39 |
| -10.70% | Mar 3, 2006 | 2 | Mar 7, 2006 | 24 | Apr 10, 2006 | 26 |
| -10.22% | Aug 11, 2005 | 8 | Aug 23, 2005 | 12 | Sep 9, 2005 | 20 |
| -9.39% | Jan 10, 2000 | 4 | Jan 14, 2000 | 13 | Feb 3, 2000 | 17 |
| -9.39% | Dec 11, 2007 | 4 | Dec 17, 2007 | 6 | Dec 26, 2007 | 10 |
| -8.56% | Apr 5, 2021 | 11 | Apr 20, 2021 | 29 | Jun 1, 2021 | 40 |
| -8.36% | Sep 27, 2021 | 59 | Dec 20, 2021 | 15 | Jan 11, 2022 | 74 |
| -8.06% | Dec 26, 2007 | 6 | Jan 4, 2008 | 6 | Jan 14, 2008 | 12 |
| -7.81% | Aug 3, 2005 | 3 | Aug 8, 2005 | 3 | Aug 11, 2005 | 6 |
| -7.24% | Aug 7, 2017 | 37 | Sep 28, 2017 | 60 | Dec 22, 2017 | 97 |
| -7.02% | Jan 27, 2006 | 12 | Feb 14, 2006 | 7 | Feb 24, 2006 | 19 |
| -7.01% | Jan 9, 2006 | 2 | Jan 11, 2006 | 8 | Jan 24, 2006 | 10 |