Nasdaq - Delayed Quote USD

ALPS/Kotak India ESG I (INDIX)

20.55 -0.24 (-1.15%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 16.38%
5y Average Return 14.57%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Sep 4, 2024) 48.22%
Worst 1Y Total Return (Sep 4, 2024) --
Best 3Y Total Return 48.22%
Worst 3Y Total Return 3.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
INDIX
Category
YTD
16.38%
13.71%
1-Month
0.92%
0.81%
3-Month
8.80%
7.36%
1-Year
25.54%
58.25%
3-Year
6.15%
8.86%
5-Year
14.03%
10.53%
10-Year
9.69%
5.80%
Last Bull Market
14.07%
-0.50%
Last Bear Market
-12.74%
-19.08%

Annual Total Return (%) History

Year
INDIX
Category
2024
--
--
2023
17.19%
--
2022
-12.35%
--
2021
26.83%
--
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
--
-35.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.73% 9.88% -- --
2023 -2.25% 9.73% 1.93% 7.19%
2022 -5.46% -12.74% 4.85% 1.34%
2021 8.58% 5.45% 10.39% 0.36%
2020 -30.75% 18.92% 16.27% 19.67%
2019 6.23% 0.68% -3.43% 5.11%
2018 -6.38% -3.30% -6.90% 4.22%
2017 19.98% 3.51% 1.88% 10.79%
2016 -3.23% 7.73% 10.45% -9.39%
2015 5.43% -3.17% -3.27% -1.81%

2014 11.18% 17.43% 5.60% 7.51%
2013 -4.93% -6.29% -6.24% 14.06%
2012 24.31% -6.98% 15.27% 3.47%
2011 -1.84% -18.93% -15.87% --

Rank in Category (By Total Return)

YTD 73
1-Month 33
3-Month 97
1-Year 84
3-Year 88
5-Year 66

Load Adjusted Returns

1-Year 25.54%
3-Year 6.15%
5-Year 14.03%
10-Year 9.69%

Performance & Risk

YTD Return 16.38%
5y Average Return 14.57%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.43
Morningstar Risk Rating

Fund Overview

Category India Equity
Fund Family ALPS
Net Assets 408.53M
YTD Return 16.38%
Yield 0.00%
Morningstar Rating
Inception Date Feb 14, 2011

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity and equity-linked securities of “Indian companies.” Equity securities in which the fund can invest may include common stocks, preferred stocks, convertible securities, rights and warrants to buy common stocks. The Advisor intends to invest in companies of all capitalization sizes.

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