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ALPS/Kotak India ESG C (INFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.93+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.58%
5-year average return8.83%
Number of years up8
Number of years down4
Best 1-yr total return (21 Apr 2024)46.39%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return46.39%
Worst 3-yr total return1.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnINFCXCategory
YTD3.45%13.71%
1-month0.82%0.81%
3-month3.45%7.36%
1-year23.09%58.25%
3-year6.49%8.86%
5-year8.52%10.53%
10-year9.69%5.80%
Last bull market48.29%-0.50%
Last bear market-12.93%-19.08%

Annual total return (%) history

Year
INFCXCategory
2024
N/AN/A
2023
16.08%N/A
2022
-13.27%N/A
2021
25.54%N/A
2020
13.51%14.57%
2019
7.52%2.32%
2018
-13.09%-14.88%
2017
38.70%46.78%
2016
3.40%0.65%
2015
-3.95%-2.89%
2014
46.39%44.59%
2013
-5.56%-11.23%
2012
36.70%29.69%
2011
N/A-35.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.45%N/AN/AN/A
2023-2.44%9.43%1.68%6.93%
2022-5.70%-12.93%4.55%1.03%
20218.27%5.23%10.06%0.12%
2020-30.89%18.59%15.98%19.41%
20196.03%0.41%-3.69%4.87%
2018-6.58%-3.56%-7.15%3.89%
201719.62%3.26%1.62%10.49%
2016-3.50%7.45%10.22%-9.53%
20155.31%-3.51%-3.48%-2.06%
201410.87%17.06%5.32%7.09%
2013-5.13%-6.43%-6.51%13.79%
201223.98%-7.08%14.97%3.20%
2011-2.04%-19.21%-16.11%N/A

Rank in category (by total return)

YTD65
1-month36
3-month65
1-year94
3-year100
5-year80

Load adjusted returns

1-year22.09%
3-year6.49%
5-year8.52%
10-year9.69%