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ALPS/Kotak India ESG Fund Class I (INDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.78+0.09 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return-2.87%
5-year average return13.52%
Number of years up7
Number of years down3
Best 1-yr total return (3 Feb 2019)48.22%
Worst 1-yr total return (3 Feb 2019)-12.15%
Best 3-yr total return48.22%
Worst 3-yr total return3.00%

Trailing returns (%) vs. Benchmarks

ReturnINDIXCategory
YTD-9.83%13.71%
1-month7.68%0.81%
3-month6.10%7.36%
1-year-3.93%58.25%
3-year12.89%8.86%
5-year8.77%10.53%
10-year11.32%5.80%
Last bull market49.50%-0.50%
Last bear market-31.52%-19.08%

Annual total return (%) history

Year
INDIXCategory
2022
N/AN/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
2022-5.46%N/AN/AN/A
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)

YTD68
1-month40
3-month71
1-year70
3-year50
5-year54

Load adjusted returns

1-year-2.47%
3-year8.50%
5-year6.15%
10-year12.09%