Nasdaq - Delayed Quote • USD
ALPS/Kotak India ESG I (INDIX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 48.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| INDIX | Category Average | INDIX | Category Average | INDIX | Category Average | |
| Alpha | 3.08 | 0.02 | 7.73 | 0.01 | 6.59 | 0.02 |
| BETA | 0.43 | 0.01 | 0.79 | 0.01 | 0.73 | 0.01 |
| Mean Annual Return | 0.55 | 0.01 | 1.27 | 0.01 | 0.92 | 0.01 |
| R-squared | 37.09 | 0.46 | 50.1 | 0.46 | 35.71 | 0.44 |
| Standard Deviation | 11.58 | 0.26 | 19.23 | 0.22 | 18.38 | 0.24 |
| Sharpe Ratio | 0.26 | 0 | 0.66 | 0.01 | 0.51 | 0 |
| Treynor Ratio | 5.66 | 0.08 | 14.61 | 0.09 | 10.92 | 0.05 |
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