Data Source: from January 2013 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: iShares MSCI India ETF (INDA)
ETF • LIVE PERFORMANCE (USD currency)
2.14%
1 Day
Sep 23 2022
3.35%
Current Month
September 2022

In the last 5 Years, the iShares MSCI India ETF (INDA) ETF obtained a 6.73% compound annual return, with a 20.54% standard deviation.

In 2021, the ETF granted a 7.27% dividend yield. If you are interested in getting periodic income, please refer to the iShares MSCI India ETF (INDA) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Emerging Asia Pacific
  • Country: India

Historical Returns as of Aug 31, 2022

Historical returns and stats of iShares MSCI India ETF (INDA) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES MSCI INDIA ETF (INDA) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 2013 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022		 Return (%)
Infl.Adj.		 Standard
Deviation (%)		 Max
Drawdown (%)		 Months
Pos - Neg
1M
Aug 2022
0.80
0.83
0.00
1 - 0
3M
3.84
2.48
-4.97
Jun 2022 - Jun 2022
2 - 1
6M
-1.67
-5.80
-11.67
Apr 2022 - Jun 2022
3 - 3
YTD
-6.15
-11.66
-14.17
Feb 2022 - Jun 2022
4 - 4
1Y
-5.79
-12.98
12.78
-14.21
Nov 2021 - Jun 2022
7 - 5
58% pos
3Y(*)
12.68
7.41
22.37
-31.41
Jan 2020 - Mar 2020
24 - 12
67% pos
5Y(*)
6.73
2.80
20.54
-34.00
Feb 2018 - Mar 2020
35 - 25
58% pos
MAX(*)
01 Jan 2013
6.68
3.91
19.45
-34.00
Feb 2018 - Mar 2020
66 - 50
57% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82%

Correlations as of Aug 31, 2022

Monthly correlations of iShares MSCI India ETF (INDA) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES MSCI INDIA ETF (INDA) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs INDA
 
Asset Class 1 Year 5 Years Since
Jan 2013
US Total Stock Market
VTI
0.66
0.61
0.55
US Large Cap
SPY
0.66
0.60
0.55
US Small Cap
IJR
0.58
0.59
0.47
US REITs
VNQ
0.67
0.60
0.59
US Technology
QQQ
0.63
0.49
0.48
Preferred Stocks
PFF
0.59
0.60
0.55
EAFE Stocks
EFA
0.60
0.66
0.64
World All Countries
VT
0.65
0.67
0.63
Emerging Markets
EEM
0.43
0.68
0.66
Europe
VGK
0.56
0.65
0.61
Pacific
VPL
0.59
0.64
0.62
Latin America
FLLA
0.34
0.54
0.54
US Total Bond Market
BND
0.31
0.27
0.31
Long Term Treasuries
TLT
0.18
-0.08
0.06
US Cash
BIL
0.12
-0.30
-0.18
TIPS
TIP
0.49
0.39
0.39
Investment Grade Bonds
LQD
0.41
0.44
0.45
High Yield Bonds
HYG
0.62
0.60
0.53
International Bond Market
BNDX
0.44
0.32
0.32
Emerging Market Bonds
EMB
0.67
0.61
0.60
Gold
GLD
-0.11
0.17
0.08
Commodities
DBC
0.12
0.35
0.22

Capital Growth as of Aug 31, 2022

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares MSCI India ETF (INDA) ETF: Dividend Yield page.

An investment of 1000$, since September 2017, now would be worth 1385.21$, with a total return of 38.52% (6.73% annualized).

The Inflation Adjusted Capital now would be 1148.31$, with a net total return of 14.83% (2.80% annualized).
An investment of 1000$, since January 2013, now would be worth 1869.18$, with a total return of 86.92% (6.68% annualized).

The Inflation Adjusted Capital now would be 1449.05$, with a net total return of 44.90% (3.91% annualized).
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Drawdowns

Worst drawdowns since September 2017.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-34.00% Feb 2018 Mar 2020 26 Nov 2020 8 34
-14.21% Nov 2021 Jun 2022 8 in progress 2 10
-3.69% Sep 2017 Sep 2017 1 Oct 2017 1 2
-2.75% Apr 2021 Apr 2021 1 May 2021 1 2
-2.69% Jan 2021 Jan 2021 1 Feb 2021 1 2
-1.31% Nov 2017 Nov 2017 1 Dec 2017 1 2

Worst drawdowns since January 2013.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-34.00% Feb 2018 Mar 2020 26 Nov 2020 8 34
-27.41% Mar 2015 Feb 2016 12 Jul 2017 17 29
-24.80% Feb 2013 Aug 2013 7 May 2014 9 16
-14.21% Nov 2021 Jun 2022 8 in progress 2 10
-6.02% Dec 2014 Dec 2014 1 Jan 2015 1 2
-4.39% Aug 2017 Sep 2017 2 Oct 2017 1 3
-2.75% Apr 2021 Apr 2021 1 May 2021 1 2
-2.69% Jan 2021 Jan 2021 1 Feb 2021 1 2
-2.45% Sep 2014 Sep 2014 1 Oct 2014 1 2
-1.31% Nov 2017 Nov 2017 1 Dec 2017 1 2

Rolling Returns ( more details)

iShares MSCI India ETF (INDA) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period		 Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
 10.26 75.57
Apr 2020 - Mar 2021 		-30.91
Apr 2019 - Mar 2020 		33.33%
2 Years
 8.10 40.58
Apr 2020 - Mar 2022 		-15.13
Apr 2018 - Mar 2020 		21.51%
3 Years
 6.41 18.28
Nov 2018 - Oct 2021 		-7.57
Apr 2017 - Mar 2020 		9.88%
5 Years
 6.82 13.52
Jan 2017 - Dec 2021 		-4.52
Apr 2015 - Mar 2020 		5.26%
7 Years
 6.32 8.74
Mar 2014 - Feb 2021 		0.32
Apr 2013 - Mar 2020 		0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares MSCI India ETF (INDA) ETF: Rolling Returns page.

Seasonality

iShares MSCI India ETF (INDA) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %		 0.25
50% 		-1.74
40% 		1.09
70% 		0.94
50% 		1.21
70% 		-0.24
40% 		3.26
80% 		-0.49
60% 		0.16
56% 		1.77
56% 		0.24
33% 		2.13
78%
Best
Year		 7.2
2015 		4.8
2021 		12.9
2016 		12.2
2020 		7.9
2021 		5.9
2020 		10.1
2020 		8.7
2021 		9.4
2013 		9.2
2013 		10.5
2018 		10.3
2020
Worst
Year		 -5.6
2014 		-7.9
2013 		-25.1
2020 		-8.1
2015 		-5.4
2013 		-6.2
2013 		-6.5
2019 		-10.6
2013 		-9.0
2018 		-7.0
2018 		-7.3
2016 		-6.0
2014
Statistics calculated for the period Jan 2013 - Aug 2022

Monthly/Yearly Returns

iShares MSCI India ETF (INDA) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
66 Positive Months (57%) - 50 Negative Months (43%)
Jan 2013 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
 -6.15 -11.66 0.1 -4.6 1.9 -2.1 -5.1 -5.0 8.4 0.8
2021
 +21.41 +13.43 -2.7 4.8 2.8 -2.8 7.9 0.0 1.0 8.7 0.2 0.3 -2.7 2.7
2020
 +14.83 +13.28 -1.9 -6.7 -25.1 12.2 1.6 5.9 10.1 4.5 1.5 -0.8 8.6 10.3
2019
 +6.49 +4.11 -1.6 -0.3 7.8 0.7 1.3 -1.0 -6.5 -2.5 4.3 3.2 -0.5 2.1
2018
 -6.69 -8.44 3.3 -7.9 -0.6 2.4 -3.7 -0.9 7.0 0.1 -9.0 -7.0 10.5 0.8
2017
 +36.08 +33.27 5.8 4.6 6.1 1.9 1.5 -1.0 7.0 -0.7 -3.7 7.3 -1.3 4.5
2016
 -1.64 -3.63 -5.5 -7.5 12.9 -0.2 2.1 1.7 5.8 0.0 -0.5 -1.3 -7.3 -0.2
2015
 -7.12 -7.79 7.2 4.3 -4.4 -8.1 3.9 -0.5 2.7 -9.6 1.7 -0.3 -3.6 0.9
2014
 +21.74 +20.82 -5.6 3.8 8.9 -0.2 7.9 4.7 0.1 4.3 -2.4 5.3 0.3 -6.0
2013
 -5.01 -6.41 3.5 -7.9 0.5 5.5 -5.4 -6.2 -3.0 -10.6 9.4 9.2 -1.8 4.1
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