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ALPS|Kotak India Growth Inv (INDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.11-0.01 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.66%
5-year average return9.70%
Number of years up8
Number of years down4
Best 1-yr total return (25 Apr 2024)47.61%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return47.61%
Worst 3-yr total return2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnINDAXCategory
YTD3.67%13.71%
1-month0.91%0.81%
3-month3.67%7.36%
1-year23.97%58.25%
3-year7.22%8.86%
5-year9.38%10.53%
10-year10.51%5.80%
Last bull market49.05%-0.50%
Last bear market-12.80%-19.08%

Annual total return (%) history

Year
INDAXCategory
2024
N/AN/A
2023
16.77%N/A
2022
-12.63%N/A
2021
26.39%N/A
2020
14.68%14.57%
2019
8.40%2.32%
2018
-12.46%-14.88%
2017
39.74%46.78%
2016
4.14%0.65%
2015
-3.39%-2.89%
2014
47.61%44.59%
2013
-5.07%-11.23%
2012
37.45%29.69%
2011
N/A-35.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.67%N/AN/AN/A
2023-2.34%9.60%1.89%7.08%
2022-5.54%-12.80%4.76%1.26%
20218.45%5.38%10.32%0.25%
2020-30.82%19.33%16.20%19.55%
20196.17%0.77%-3.54%5.03%
2018-6.47%-3.39%-6.94%4.09%
201719.85%3.44%1.77%10.76%
2016-3.29%7.59%10.49%-9.41%
20155.42%-3.28%-3.39%-1.92%
201411.12%17.42%5.46%7.28%
2013-4.96%-6.33%-6.41%13.94%
201224.09%-6.90%15.08%3.38%
2011-1.94%-18.95%-16.02%N/A

Rank in category (by total return)

YTD64
1-month33
3-month64
1-year92
3-year91
5-year69

Load adjusted returns

1-year23.97%
3-year7.22%
5-year9.38%
10-year10.51%