Canada markets close in 1 hour 8 minutes

ALPS/Kotak India ESG I (INDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
18.79+0.08 (+0.43%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.68%
5-Year Average Return11.17%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (May 13, 2024)48.22%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return48.22%
Worst 3-Yr Total Return3.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnINDIXCategory
YTD5.57%13.71%
1-Month1.77%0.81%
3-Month4.06%7.36%
1-Year23.79%58.25%
3-Year9.05%8.86%
5-Year10.07%10.53%
10-Year11.01%5.80%
Last Bull Market14.07%-0.50%
Last Bear Market-12.74%-19.08%

Annual Total Return (%) History

Year
INDIXCategory
2024
N/AN/A
2023
17.19%N/A
2022
-12.35%N/A
2021
26.83%N/A
2020
14.59%14.57%
2019
8.55%2.32%
2018
-12.15%-14.88%
2017
40.17%46.78%
2016
4.34%0.65%
2015
-3.03%-2.89%
2014
48.22%44.59%
2013
-4.73%-11.23%
2012
37.92%29.69%
2011
N/A-35.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.73%N/AN/AN/A
2023-2.25%9.73%1.93%7.19%
2022-5.46%-12.74%4.85%1.34%
20218.58%5.45%10.39%0.36%
2020-30.75%18.92%16.27%19.67%
20196.23%0.68%-3.43%5.11%
2018-6.38%-3.30%-6.90%4.22%
201719.98%3.51%1.88%10.79%
2016-3.23%7.73%10.45%-9.39%
20155.43%-3.17%-3.27%-1.81%
201411.18%17.43%5.60%7.51%
2013-4.93%-6.29%-6.24%14.06%
201224.31%-6.98%15.27%3.47%
2011-1.84%-18.93%-15.87%N/A

Rank In Category (By Total Return)

YTD62
1-Month54
3-Month50
1-Year76
3-Year80
5-Year58

Load Adjusted Returns

1-Year23.79%
3-Year9.05%
5-Year10.07%
10-Year11.01%