iShares India 50
for period ending January 31, 2025
Quick Links

Overview
INDY is the Ingredient ID for this portfolio ingredient
This Ingredient ID appears in the scatterplots and comparisons below.
Portfolio Ingredient Provider iShares (www.iShares.com)
Description iShares India 50 gives investors access to an equity portfolio that uses stocks from a specific country or region. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.
Category Global Equities, Asia and Australia
Peer Group Global Equities. See How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, iShares. The investment seeks to track the investment results of the CNX Nifty IndexTM composed of 50 of the largest Indian equities. The Subsidiary and the fund will collectively invest at least 90% of the fund's assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index measures the equity performance of the top 50 companies by free float market capitalization whose equity securities trade in the Indian securities markets. The fund is non-diversified. You may consult www.iShares.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost
- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker INDY. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.

How to Invest
You can invest in this portfolio ingredient by buying the ticker symbol "INDY" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit www.RecipeInvesting.com. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.

How to Rebalance
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.

Compare: Total Return
for period ending January 31, 2025
5-year graph
●
INDY
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
|
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
-1.6% |
-1.6% |
1.5% |
2.9% |
8.3% |
5.9% |
6.2% |
|
Peer Group* average |
|
|
|
|
|
|
|
|
60% Equity / 40% Bonds |
2.1% |
2.1% |
16.1% |
6.2% |
8.5% |
8.5% |
9.5% |
7.8% |
Global Equities (ACWI) |
3.1% |
3.1% |
20.8% |
8.2% |
11.1% |
9.9% |
9.8% |
|
U.S. Equities (SPY) |
2.7% |
2.7% |
26.2% |
11.8% |
15.1% |
13.6% |
14.3% |
10.5% |
U.S. Bonds (BND) |
0.6% |
0.6% |
2.1% |
-1.6% |
-0.6% |
1.1% |
2.3% |
3.0% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-0.974025974025972% |
-0.974025974025972% |
-11.9829574155725% |
-4.36148144122027% |
-2.86519383320635% |
-1.60836351991939% |
0% |
0% |
ENZL |
-0.486941124391316% |
-0.486941124391316% |
-0.302789231053591% |
-2.557021547247% |
-2.35382274849399% |
4.66728855637966% |
0% |
0% |
EPHE |
-6.83180183779465% |
-6.83180183779465% |
-9.82492513050116% |
-8.44445406090856% |
-4.14593134121584% |
-4.39352669696739% |
0% |
0% |
EWA |
3.14333612740989% |
3.14333612740989% |
8.00537879195882% |
6.86156039275814% |
6.13308179739924% |
5.63604251081238% |
5.62314585638246% |
6.5641310899512% |
EWH |
-0.960384153661464% |
-0.960384153661464% |
9.75433298384376% |
-8.01820356711952% |
-3.20400396960788% |
0.467250931188379% |
3.99536608051982% |
4.95548712025391% |
EWJ |
1.80327868852461% |
1.80327868852461% |
5.57275187880186% |
4.0706407983814% |
5.25560894469577% |
5.81952287872758% |
5.4751548031682% |
3.95187582895311% |
EWM |
-4.52507134121484% |
-4.52507134121484% |
14.6720919455156% |
1.86221337032713% |
0.96650161120948% |
-1.11754419954354% |
1.69027684594965% |
4.05198230270101% |
EWS |
3.34096109839817% |
3.34096109839817% |
33.1583417546063% |
7.02610595191229% |
4.25071201156333% |
3.01178147362706% |
4.44202217880252% |
6.31168278594716% |
EWT |
-0.598918083462119% |
-0.598918083462119% |
18.9956100339014% |
1.59910626653641% |
13.4214857471605% |
10.3835083934456% |
9.3362217683018% |
7.89161718595563% |
EWY |
6.05226960110041% |
6.05226960110041% |
-7.04921976243456% |
-7.43632499262932% |
0.498409952110346% |
1.61243290410094% |
2.8092754236493% |
4.3095344883133% |
INDY |
-1.63257277734069% |
-1.63257277734069% |
1.51133135179238% |
2.92706226830173% |
8.32333900570623% |
5.92579064016057% |
6.2498855391391% |
0% |
MCHI |
3.30772513871105% |
3.30772513871105% |
35.5790456239568% |
-5.7973115938635% |
-2.32525595663126% |
1.46789298102021% |
0% |
0% |
THD |
-4.74851091992058% |
-4.74851091992058% |
0.0865941361787748% |
-6.42474509164829% |
-3.42961474818385% |
-0.572267554735317% |
5.27825145214005% |
0% |
VNM |
0.696864111498252% |
0.696864111498252% |
-8.97637795275589% |
-14.6213892185119% |
-3.57181121523179% |
-2.92134954359237% |
-3.17199471372871% |
0% |
EPOL |
13.2247244849065% |
13.2247244849065% |
14.2082446140835% |
8.79166095453794% |
6.31689837572909% |
2.6535470029704% |
0% |
0% |
EWD |
9.50977765871954% |
9.50977765871954% |
11.2445516822234% |
1.40344444536507% |
7.96084640784749% |
5.83004243824059% |
7.54298011078269% |
7.05113140051354% |
EWG |
8.83092394720302% |
8.83092394720302% |
22.0646053132192% |
5.47748208972225% |
6.68244322896683% |
4.65156833855502% |
6.06329370867282% |
5.8162098529013% |
EWI |
7.17264386989158% |
7.17264386989158% |
19.7671622386409% |
10.2847972545944% |
9.59223526974331% |
6.91083660481524% |
3.71139961235658% |
1.87578127929267% |
EWK |
1.66803390757451% |
1.66803390757451% |
5.83631807932048% |
-0.732788078962598% |
1.76592891566127% |
3.69779121596188% |
5.53837654162361% |
3.14462116219762% |
EWL |
7.85465622280244% |
7.85465622280244% |
6.52461046787045% |
2.26838501580642% |
6.04659227711515% |
6.81500081247461% |
8.09211766631659% |
7.6804298301723% |
EWN |
4.18071476736346% |
4.18071476736346% |
3.81974772809732% |
1.89500668896618% |
8.89603268052719% |
8.84149614060372% |
8.00528776516605% |
0% |
EWO |
5.64569204795835% |
5.64569204795835% |
12.2653332250358% |
1.24065812646661% |
6.43290127785696% |
7.87544327957224% |
4.24412949249304% |
3.01521745164246% |
EWP |
6.24798711755234% |
6.24798711755234% |
16.48705877933% |
11.4015455233734% |
6.45986962436307% |
3.44433544486913% |
2.27282083122065% |
3.59610151964875% |
EWQ |
7.66443701226309% |
7.66443701226309% |
2.71624006151165% |
3.74264750847564% |
7.20695992670797% |
7.23739790382047% |
6.12721754272718% |
5.28070648924159% |
EWU |
5.04424778761061% |
5.04424778761061% |
14.3061610870898% |
5.63718755217373% |
5.60023214644616% |
3.83747754873682% |
4.94438860680626% |
3.91909712534113% |
EZU |
7.13983050847458% |
7.13983050847458% |
10.2168741954581% |
5.00370963391028% |
7.09213311558758% |
5.88129275735338% |
5.35232724311596% |
4.60225201537598% |
GREK |
6.65119876256768% |
6.65119876256768% |
11.0904733855007% |
17.2759480713724% |
10.9426023956229% |
5.37673956233895% |
0% |
0% |
NORW |
6.41514097712317% |
6.41514097712317% |
9.59611737546051% |
-0.88620070626626% |
4.53867606177252% |
3.79991036773604% |
0% |
0% |
EIS |
4.64633354964308% |
4.64633354964308% |
39.60172097121% |
4.5083347773758% |
7.80971502460652% |
7.32588621680164% |
4.65252476488158% |
0% |
EZA |
4.39036029587212% |
4.39036029587212% |
19.3453806903694% |
-0.462111560393597% |
3.91403350013129% |
0.188507495078283% |
2.73940082787913% |
4.64364507868369% |
TUR |
0.22308979364194% |
0.22308979364194% |
2.03454286090112% |
24.5420893505644% |
8.08483974476679% |
-1.17897341071271% |
-0.420171292732163% |
0% |
EWC |
2.28287841191068% |
2.28287841191068% |
16.0075645999045% |
4.93571813490805% |
9.16432539563061% |
6.8274528998298% |
5.79293948864719% |
6.73985775918766% |
EWW |
4.61341307133702% |
4.61341307133702% |
-23.5456916466028% |
3.6149419968099% |
4.09666845203249% |
1.0766731191576% |
2.54038009635551% |
5.45072329380201% |
SPTM |
2.78594428111436% |
2.78594428111436% |
25.768185822246% |
11.5904179374988% |
14.8482524534582% |
13.3312047201068% |
14.1160296443914% |
10.6033993395225% |
ARGT |
4.60868513366397% |
4.60868513366397% |
67.5928747890604% |
43.6457352391943% |
29.4884065176792% |
18.1414241052955% |
0% |
0% |
ECH |
9.14536741214058% |
9.14536741214058% |
10.6241474178045% |
6.08538778627976% |
1.577598933553% |
-0.427031645917242% |
-2.34641696834066% |
0% |
EPU |
1.68635766939311% |
1.68635766939311% |
26.4702737633401% |
12.5275104307842% |
7.53393816243144% |
6.31638356363859% |
4.88114226263088% |
0% |
EWZ |
12.5277654375833% |
12.5277654375833% |
-16.9139100063661% |
1.09372281011577% |
-3.61736834686988% |
1.88080800963466% |
-1.94034827507196% |
4.86698223673203% |
|
|
|
|
|
|
INDY |
10.0% |
19.5% |
-7.3% |
16.9% |
3.5% |
Peer Group* average |
|
|
|
|
|
60% Equity / 40% Bonds |
16.4% |
14.0% |
-16.7% |
17.5% |
14.4% |
Global Equities (ACWI) |
16.3% |
18.7% |
-18.4% |
22.3% |
17.5% |
U.S. Equities (SPY) |
18.4% |
28.7% |
-18.2% |
26.2% |
24.9% |
U.S. Bonds (BND) |
7.7% |
-1.9% |
-13.1% |
5.4% |
1.4% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-7.1370120837275% |
-0.601366323471475% |
-0.159115997018144% |
2.56987297379807% |
-12.9490296615782% |
ENZL |
19.2313761504698% |
-11.3811349577622% |
-16.1795937287134% |
2.96014467323324% |
-4.86603381167585% |
EPHE |
-3.94077350311066% |
-2.22539573623151% |
-15.8737197891641% |
1.27134070386119% |
-1.38782985690403% |
EWA |
8.26548924547703% |
8.95035287652579% |
-5.92071938319786% |
13.8374650093717% |
1.61633552940474% |
EWH |
4.18725441840027% |
-3.47965873763993% |
-6.80691225617256% |
-13.8242903026459% |
0.036610317928587% |
EWJ |
15.409364464848% |
1.16503083940074% |
-17.7229786650309% |
20.3002937043169% |
7.04951628448225% |
EWM |
3.16636500777123% |
-7.40618838465441% |
-6.00212045923264% |
-3.60199110937089% |
19.4852898418701% |
EWS |
-8.48812202616375% |
5.55802427521443% |
-9.80288556411557% |
6.20667458251687% |
22.1006547776224% |
EWT |
31.5022545574496% |
28.9445447347456% |
-28.8982676038929% |
24.4848126180483% |
16.1235533506537% |
EWY |
39.4383153551619% |
-7.55947408280722% |
-26.5891383326166% |
19.0581243947996% |
-20.4590373092894% |
INDY |
10.0122442529701% |
19.5473257564212% |
-7.31296691882432% |
16.8822592482137% |
3.46847825276879% |
MCHI |
27.7838195270677% |
-21.7327830701484% |
-22.7642710301429% |
-11.2325477495887% |
17.7083555584408% |
THD |
-9.86556970117346% |
1.85245735118427% |
1.22103248435226% |
-12.6192203640113% |
-2.18012989560772% |
VNM |
9.83579943037776% |
22.0486082978499% |
-43.7428518586273% |
15.05791488482% |
-11.1455108359133% |
EPOL |
-8.36886025577675% |
12.2176889469703% |
-24.6172345602251% |
50.7898017506914% |
-2.47137702269681% |
EWD |
22.2612159226546% |
22.8630526459482% |
-27.8444990585693% |
25.0995569419867% |
-3.89786408670704% |
EWG |
10.5638043058162% |
5.84010185589661% |
-22.2663433040249% |
23.3452183360074% |
9.81768114856214% |
EWI |
1.67356254423512% |
14.4121027627441% |
-14.1593013986793% |
30.6548062165143% |
10.3024357491133% |
EWK |
-0.862723785695862% |
12.8517668981469% |
-13.9600189899799% |
7.48483333755678% |
0.176007519250443% |
EWL |
11.7869941666805% |
20.1938017748866% |
-18.8922991269075% |
17.6678372679907% |
-2.78824414790945% |
EWN |
23.2257613303791% |
22.7401745801964% |
-24.4288381461311% |
22.0949711677608% |
1.68544088155527% |
EWO |
-3.68400461617667% |
31.5372591434171% |
-21.9304404095059% |
20.6304637416666% |
4.13368622828685% |
EWP |
-4.85369000891213% |
0.268415847613435% |
-5.1787255895102% |
30.2865548628205% |
5.76994373767712% |
EWQ |
2.85239160526263% |
21.4728739940749% |
-12.0469753935533% |
21.7163867593406% |
-5.59430165176772% |
EWU |
-11.8045068614162% |
18.2235913646434% |
-4.39403789099337% |
12.4189361579772% |
6.77580364644683% |
EZU |
6.66561654144979% |
13.9353035106812% |
-17.2424753360999% |
23.4353608715804% |
2.26481831785785% |
GREK |
-13.9080490845131% |
6.15871454338597% |
3.63647816505532% |
42.7515515262799% |
9.5322003197597% |
NORW |
2.61148640939508% |
18.5652564979858% |
-12.5506507565636% |
5.05261757911113% |
-2.52797859586975% |
EIS |
12.0114677259749% |
22.8428623515418% |
-27.0558935057172% |
5.48526306893995% |
34.4787736179802% |
EZA |
-5.19108396411971% |
7.91687912062649% |
-5.17761579437099% |
1.52206964736277% |
7.29523512180941% |
TUR |
-1.85762849233754% |
-27.4791523746312% |
105.750536890083% |
-8.81555424887528% |
12.9090975237458% |
EWC |
5.52117105281553% |
27.0007877315337% |
-12.9531944438606% |
14.7453418933418% |
12.3979671149244% |
EWW |
-3.05421886308641% |
20.304386399111% |
1.23980750151178% |
40.3579981867868% |
-28.1990732679033% |
SPTM |
17.9635581485433% |
28.5820224634963% |
-17.7540615755163% |
25.5506671986013% |
23.8665724023697% |
ARGT |
14.5712098105721% |
3.82496999677782% |
11.8025070446303% |
53.686776683117% |
63.4759288989117% |
ECH |
-8.89018153121168% |
-19.7140834143362% |
25.1178232542317% |
9.03130887973857% |
-8.63330753027664% |
EPU |
-4.30829622016265% |
-11.8249696264587% |
2.05025746064413% |
25.3484886383478% |
21.7830658326384% |
EWZ |
-20.3272306998449% |
-17.275707145832% |
12.0910724807815% |
32.7101861220412% |
-30.4724334447642% |

Compare: Risk vs. Return
for period ending January 31, 2025
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Maximum Drawdown vs. Annual Return
●
INDY
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
INDY
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
INDY
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
-25.1% |
-9.8% |
-7.1% |
-8.3% |
-9.5% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-7.2% |
-5.4% |
-4.5% |
-2.3% |
-0.8% |
0.3% |
Global Equities (ACWI) |
-4.0% |
-3.5% |
-3.6% |
-3.5% |
-4.6% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-26.3% |
-21.9% |
-22.9% |
-14.6% |
-10.3% |
-4.8% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-31.5614925914883% |
-17.1969395045177% |
-16.4229767053686% |
-14.1216970755458% |
0% |
0% |
ENZL |
-25.5801445302441% |
-13.154816206104% |
-16.5989224914938% |
-9.45650742964485% |
0% |
0% |
EPHE |
-29.5178516934055% |
-17.0776399729234% |
-17.7482502554335% |
-16.6342857158418% |
0% |
0% |
EWA |
-19.2981972789296% |
-5.28151695477666% |
-9.63925067638742% |
-8.75383079258169% |
-9.89595327640471% |
-5.57619221440001% |
EWH |
-18.8606203574016% |
-15.528726869726% |
-16.9833790100425% |
-12.781815230582% |
-10.9036109662291% |
-6.47327213290132% |
EWJ |
-20.7052990209811% |
-7.82342755236679% |
-9.49044165516915% |
-7.44771193854377% |
-8.71867016331019% |
-6.64350475972298% |
EWM |
-14.9639167763763% |
-10.0205052813441% |
-14.3208999227628% |
-14.6019170406838% |
-12.5903689091755% |
-6.75326904009699% |
EWS |
6.51050460708136% |
-4.76871962616703% |
-10.8818027862499% |
-10.7679461732644% |
-10.440103498504% |
-5.56931214890897% |
EWT |
-8.97800274547947% |
-9.21768202592567% |
-3.31196139313792% |
-4.84717630280831% |
-6.69279559478887% |
-4.55301069051917% |
EWY |
-27.9127757881369% |
-14.4315810374225% |
-13.7449831284521% |
-11.8437360106599% |
-11.9427695541613% |
-7.32568134086555% |
INDY |
-25.0902813866522% |
-9.78902465715006% |
-7.11144799239128% |
-8.33113044955468% |
-9.51552081054405% |
0% |
MCHI |
-7.69982878978038% |
-12.0786821575942% |
-15.3882974132435% |
-11.8976298187023% |
0% |
0% |
THD |
-24.0240379283129% |
-16.9809281476405% |
-17.0429962207141% |
-13.6097847948715% |
-10.2033642592784% |
0% |
VNM |
-29.6483109887722% |
-19.308765790294% |
-16.3651753150361% |
-14.8636191894606% |
-15.5805879640017% |
0% |
EPOL |
-16.1364513893642% |
-4.62817629635586% |
-10.1636960908098% |
-11.2059609325584% |
0% |
0% |
EWD |
-17.7751946107049% |
-9.01944166994352% |
-8.39074744999916% |
-8.73994846092044% |
-8.65223144659568% |
-5.32435284586628% |
EWG |
-8.72814000441247% |
-6.33348568856163% |
-9.22724344435105% |
-9.58840269282858% |
-9.63538971934489% |
-6.06161760588634% |
EWI |
-11.3630236843713% |
-2.76057983429519% |
-7.29401016859017% |
-8.2092648066483% |
-11.4626253898334% |
-8.70494141455667% |
EWK |
-20.5582713781146% |
-12.2231653497724% |
-13.1143198615539% |
-10.1491307796161% |
-9.5160566205502% |
-7.77112196344425% |
EWL |
-20.2940839710295% |
-9.39414676853583% |
-8.92282312588995% |
-6.65028228992416% |
-6.45169565205965% |
-3.24604033357921% |
EWN |
-22.1120582530448% |
-8.84402642923989% |
-7.47151864912597% |
-6.19090947116378% |
-7.99390853032378% |
0% |
EWO |
-15.6644218615719% |
-9.44382761225915% |
-9.68956082966958% |
-7.66687185889184% |
-11.0901432725475% |
-8.0604801602932% |
EWP |
-14.4828720588197% |
-1.52431771365024% |
-9.46262998250312% |
-10.5555471596787% |
-12.3080245350671% |
-7.64664893100215% |
EWQ |
-22.7871673100672% |
-7.70748663766395% |
-8.69188668620438% |
-7.38270885751937% |
-9.45154772389686% |
-6.26855229699046% |
EWU |
-12.6223748337444% |
-6.16102396713231% |
-9.55271108308173% |
-9.90235970433057% |
-9.76160050876899% |
-6.92938774373194% |
EZU |
-17.4455439298386% |
-6.70158068559797% |
-8.75908615454636% |
-8.47372532847956% |
-10.009768133581% |
-6.77996951393731% |
GREK |
-17.0801102200731% |
2.62206391079064% |
-7.02592294369343% |
-9.77751608134824% |
0% |
0% |
NORW |
-18.2220799313449% |
-11.1109328437059% |
-10.9274169493531% |
-10.3453302272753% |
0% |
0% |
EIS |
1.65080817442541% |
-7.05750501013871% |
-8.14580815230221% |
-7.35215550449164% |
-10.3741404424491% |
0% |
EZA |
-12.5120956545932% |
-10.2465743674023% |
-11.3756576533673% |
-12.6570415332555% |
-12.0436593130539% |
-7.14883606164621% |
TUR |
-22.6795223803419% |
3.43812730259446% |
-9.322799765688% |
-13.0242459943156% |
-13.6430866969541% |
0% |
EWC |
-12.2708528936408% |
-6.82555113634617% |
-6.68260151894387% |
-7.47690393296604% |
-9.15230090409779% |
-5.07053221963606% |
EWW |
-39.2540003513524% |
-7.65511750961892% |
-11.2540012549356% |
-12.1712291911672% |
-12.1007862373258% |
-6.51856534440074% |
SPTM |
-0.983412758644793% |
-0.234969300731386% |
-0.356416341475377% |
-0.493149738504281% |
-0.383967871216131% |
-0.181085894610524% |
ARGT |
5.47992987613662% |
13.4425571736242% |
1.77866386944396% |
-3.9461592530333% |
0% |
0% |
ECH |
-17.26971421406% |
-5.95942756963372% |
-12.8559176111903% |
-12.9814267216523% |
-15.0078401454859% |
0% |
EPU |
-8.04172664749908% |
-1.31034308959306% |
-8.97458166998516% |
-8.92222012643412% |
-10.745599220902% |
0% |
EWZ |
-32.2225690025141% |
-9.01132937021416% |
-15.4194390257171% |
-11.5994457028047% |
-14.3472277824353% |
-7.38124971530319% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
-11.9% |
-6.1% |
-4.0% |
-4.4% |
-5.9% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-5.2% |
-4.0% |
-3.1% |
-1.4% |
-0.4% |
0.3% |
Global Equities (ACWI) |
-3.0% |
-3.3% |
-3.3% |
-3.1% |
-4.3% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-10.0% |
-9.1% |
-6.5% |
-2.7% |
-0.3% |
0.5% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-27.0913756435103% |
-12.3122872828514% |
-15.9200844272144% |
-12.817380033153% |
0% |
0% |
ENZL |
-20.9499654192309% |
-13.8572307584173% |
-16.5371548231081% |
-7.87343144907316% |
0% |
0% |
EPHE |
-21.70806041605% |
-19.0810611457613% |
-16.3744013725726% |
-14.4918504354121% |
0% |
0% |
EWA |
-23.9231560499631% |
-5.43264128845889% |
-10.5119603798268% |
-8.58627039081958% |
-10.3714986617289% |
-5.72630085945868% |
EWH |
3.1944318674951% |
-15.8476640755854% |
-12.2127553170968% |
-8.83937848451551% |
-6.66042798995568% |
-4.15864626360564% |
EWJ |
-17.9794845966852% |
-6.54989399116707% |
-5.94715777310328% |
-4.61272096603891% |
-5.0389018432538% |
-4.28208740347933% |
EWM |
4.42323030881237% |
-6.79126707701599% |
-8.79084653583431% |
-9.52122562013238% |
-7.59691359727963% |
-3.37944647215157% |
EWS |
18.8687986162749% |
-2.71478844497206% |
-8.19351335745008% |
-8.75659847060253% |
-8.34682459142786% |
-4.5772237938907% |
EWT |
2.10911055533417% |
-9.72717071161371% |
0.277001989973163% |
-1.43624114809392% |
-3.75790417288423% |
-2.89632859608724% |
EWY |
-36.0629968664306% |
-20.8567347107222% |
-15.7270869679754% |
-12.7476512705336% |
-13.063321592003% |
-8.62768149480519% |
INDY |
-11.9043281166433% |
-6.05264607209725% |
-4.0302060595265% |
-4.40194793200903% |
-5.88332406611653% |
0% |
MCHI |
31.4305925782663% |
-13.4448840425255% |
-9.4291672689601% |
-7.66677730275686% |
0% |
0% |
THD |
-6.55383515218234% |
-14.8170429951986% |
-16.0608060141196% |
-11.4253628152976% |
-6.57496590431969% |
0% |
VNM |
-40.5727935556927% |
-26.4801949243765% |
-19.9517427839558% |
-16.9002971772315% |
-17.2712964481671% |
0% |
EPOL |
-7.71490606286475% |
-4.87556796894441% |
-12.8728335640385% |
-12.9880888522671% |
0% |
0% |
EWD |
-14.424425606549% |
-11.685463571304% |
-8.74057528779058% |
-8.6991999200514% |
-9.15713159787795% |
-5.70161111762558% |
EWG |
-0.0446719438632925% |
-7.20368720346488% |
-9.88699642861959% |
-10.0194033336438% |
-10.7250496704766% |
-6.95335888744876% |
EWI |
5.01740881767022% |
-1.59449708230829% |
-6.30307606776318% |
-7.03117456069479% |
-12.781895221894% |
-10.5829669065752% |
EWK |
-5.69145688684501% |
-10.8970437158159% |
-12.28408636219% |
-8.86109625173994% |
-8.34591578892452% |
-8.30290336042164% |
EWL |
-14.9026318216222% |
-8.44911183878128% |
-6.47544901138681% |
-4.11968799994451% |
-3.80032997511436% |
-1.54737935763016% |
EWN |
-18.9892167746489% |
-11.1578212314251% |
-7.5741770293737% |
-5.5489635618353% |
-8.17162403541879% |
0% |
EWO |
5.23596111501048% |
-10.1207146567631% |
-9.91746602202296% |
-6.83490187735678% |
-12.6772605046225% |
-10.6101043339004% |
EWP |
0.794817887925628% |
0.731835958765402% |
-8.05322568067557% |
-9.27128334977447% |
-12.9433403808373% |
-7.95787583113854% |
EWQ |
-11.126881769113% |
-7.92179955104865% |
-8.17638154956689% |
-6.2704230677518% |
-9.5522972908978% |
-6.64356784802283% |
EWU |
0.350340390224193% |
-4.34235384271169% |
-7.33533804229433% |
-7.88245449594961% |
-8.32747567180404% |
-6.29288487963666% |
EZU |
-7.56600629942487% |
-7.05691792378955% |
-8.70760044305032% |
-7.98925716149144% |
-10.6643801439319% |
-7.6661291020016% |
GREK |
6.26749433683438% |
7.07336696486977% |
-5.3515267516337% |
-9.73867628756022% |
0% |
0% |
NORW |
-9.68314490496133% |
-12.3839355664623% |
-12.4586152019239% |
-10.6493291317359% |
0% |
0% |
EIS |
14.1735153963224% |
-7.56786962936974% |
-7.72362155323785% |
-6.67922330910876% |
-10.177411141179% |
0% |
EZA |
11.6449727895572% |
-12.070139283085% |
-11.2265525079041% |
-13.4358586821068% |
-12.1752497417675% |
-7.25340804697023% |
TUR |
-5.9688318606149% |
17.668347423794% |
-2.29499137408395% |
-10.361894909237% |
-11.72413823921% |
0% |
EWC |
-7.97386482722149% |
-6.73976675010722% |
-6.35275669848136% |
-6.69655289249363% |
-8.55498466584788% |
-4.64957805862076% |
EWW |
-34.3268113818832% |
-7.4841825305173% |
-11.6748280375766% |
-12.0284400318543% |
-11.8844121166321% |
-6.38445383405721% |
SPTM |
-0.947490524905344% |
-0.227516666489499% |
-0.346119154591387% |
-0.464947314501272% |
-0.345110086211216% |
-0.105819653856154% |
ARGT |
61.9381894247882% |
30.3743912338495% |
10.6969890344791% |
1.4322461250338% |
0% |
0% |
ECH |
-3.07155538936201% |
-6.18353494227975% |
-12.9725933342249% |
-12.7914887001934% |
-15.3951032896805% |
0% |
EPU |
16.8755677760849% |
1.07634368462606% |
-7.30470647103909% |
-6.47968431559873% |
-7.97366550608823% |
0% |
EWZ |
-28.2989068307732% |
-10.5253284344254% |
-20.4283392844295% |
-11.929419393374% |
-18.1297699019993% |
-7.98735771101256% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
-0.30 |
-0.13 |
0.34 |
0.29 |
0.32 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
1.25 |
0.11 |
0.43 |
0.61 |
0.82 |
0.62 |
Global Equities (ACWI) |
1.51 |
0.23 |
0.50 |
0.56 |
0.60 |
|
U.S. Equities (SPY) |
1.80 |
0.41 |
0.67 |
0.76 |
0.88 |
0.62 |
U.S. Bonds (BND) |
-0.43 |
-0.80 |
-0.53 |
-0.17 |
0.18 |
0.27 |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-0.910518070984673 |
-0.550876077547629 |
-0.125513809769803 |
-0.0598351838942001 |
0 |
0 |
ENZL |
-0.32895040050407 |
-0.287778552106852 |
-0.155648359516264 |
0.218110847862142 |
0 |
0 |
EPHE |
-0.697051146393297 |
-0.513402462502459 |
-0.209697620502617 |
-0.240288154771422 |
0 |
0 |
EWA |
0.257863446093531 |
0.16326204191558 |
0.230700527170148 |
0.266579832955129 |
0.296203088148244 |
0.318677672272146 |
EWH |
0.310064054336053 |
-0.421630953470365 |
-0.17500413298776 |
0.0117101605460215 |
0.220830028693267 |
0.250669809291852 |
EWJ |
0.110872238622469 |
-0.00564365021323086 |
0.19152356193147 |
0.316100441943063 |
0.338866595796717 |
0.213305338168547 |
EWM |
0.626173335148241 |
-0.12289183709714 |
-0.054341686082666 |
-0.123264554553637 |
0.0918676561713387 |
0.214214197260304 |
EWS |
2.28094468462405 |
0.164113853980085 |
0.141589049889543 |
0.13435784012684 |
0.248154944682165 |
0.312130502173411 |
EWT |
1.10378288211722 |
-0.0537353582850352 |
0.524769388071798 |
0.494890893165731 |
0.487746318159433 |
0.374521620816472 |
EWY |
-0.532883538058943 |
-0.338438860618377 |
0.0203655547998449 |
0.0874433585434014 |
0.169817798665985 |
0.224017142089543 |
INDY |
-0.298371442050434 |
-0.130389297870202 |
0.341970589074142 |
0.28933231043129 |
0.323022145452206 |
0 |
MCHI |
1.18392353185287 |
-0.180416645668262 |
-0.0632791137095274 |
0.0927105176747837 |
0 |
0 |
THD |
-0.160834141606836 |
-0.524034620246735 |
-0.175515226924529 |
-0.0430291239379332 |
0.277020523297302 |
0 |
VNM |
-0.708051533683347 |
-0.653698727012478 |
-0.113115284049675 |
-0.105864814711359 |
-0.0725085149643169 |
0 |
EPOL |
0.533632517242934 |
0.251097009055134 |
0.249572386847203 |
0.153397570936025 |
0 |
0 |
EWD |
0.397759762625761 |
-0.0267081825000481 |
0.296759799843156 |
0.271061577735477 |
0.377070752432501 |
0.334940637751093 |
EWG |
1.1187034211516 |
0.112556473674032 |
0.249813272273828 |
0.216641607563882 |
0.313673924934688 |
0.286849654934813 |
EWI |
0.913946530310332 |
0.301810275758355 |
0.355843655121705 |
0.313140488523832 |
0.210954221284128 |
0.126736342168535 |
EWK |
0.129943533680108 |
-0.243855489533422 |
0.0293343243893532 |
0.168182456828677 |
0.304870640627139 |
0.171369427680526 |
EWL |
0.169048833881221 |
-0.08511033955764 |
0.231020376638684 |
0.369683864263883 |
0.489030698229394 |
0.431045002865379 |
EWN |
-0.000448908896028224 |
-0.0254792427254031 |
0.334412264755696 |
0.4187645474925 |
0.411504803240995 |
0 |
EWO |
0.556788665166033 |
-0.0623293313946926 |
0.24410308998606 |
0.349579430821623 |
0.231912575331577 |
0.181814196393096 |
EWP |
0.667564670192274 |
0.354333160560568 |
0.24003622579863 |
0.161054949932061 |
0.151194247799934 |
0.194108313673417 |
EWQ |
-0.0560109681014426 |
0.0259656476361767 |
0.270514068200388 |
0.345675554840565 |
0.320694681186093 |
0.266532302488744 |
EWU |
0.806392023648107 |
0.0853540559976027 |
0.207254945358523 |
0.178172049011848 |
0.283190732141208 |
0.206292129421967 |
EZU |
0.408432803101023 |
0.0830378983123879 |
0.266774441608928 |
0.279293897487762 |
0.284672447036573 |
0.23590463483507 |
GREK |
0.443345908857603 |
0.572958250791442 |
0.388176270937398 |
0.250430760159028 |
0 |
0 |
NORW |
0.345446834277204 |
-0.154578259975394 |
0.175872173976049 |
0.180367910478823 |
0 |
0 |
EIS |
1.86920861218333 |
0.069547016980485 |
0.296782660372411 |
0.349045884737132 |
0.2557753386638 |
0 |
EZA |
0.827214152899109 |
-0.0954277777746863 |
0.163258066343166 |
0.0523286057776465 |
0.17463143015791 |
0.239393103925403 |
TUR |
-0.0162308581556312 |
0.654918458094867 |
0.297175802705208 |
0.0601104752602485 |
0.0995359305520555 |
0 |
EWC |
0.836691019907193 |
0.061885119358314 |
0.364265718378517 |
0.336148811799037 |
0.326785025612671 |
0.338551107494655 |
EWW |
-1.76314448296986 |
0.0398220648332383 |
0.169745814049631 |
0.0774123039554668 |
0.162069981385154 |
0.272952973358661 |
SPTM |
1.72808608059013 |
0.401486524981371 |
0.65674542499514 |
0.737090719298342 |
0.862549566881107 |
0.615649344233682 |
ARGT |
2.02963832108886 |
1.10082114568673 |
0.821479849634038 |
0.612679887470257 |
0 |
0 |
ECH |
0.424551158090842 |
0.15375181012472 |
0.0852372472886998 |
0.0314196648281895 |
-0.0289095418532649 |
0 |
EPU |
1.17256190172909 |
0.385607097053836 |
0.285308134173248 |
0.283611067966456 |
0.257255334603498 |
0 |
EWZ |
-0.985021239315907 |
-0.0157161932170594 |
-0.0177086109783211 |
0.161846051336176 |
0.0530257623773726 |
0.259851662226891 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
-0.38 |
-0.18 |
0.46 |
0.41 |
0.48 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
2.02 |
0.15 |
0.62 |
0.90 |
1.26 |
0.90 |
Global Equities (ACWI) |
2.65 |
0.32 |
0.73 |
0.83 |
0.91 |
|
U.S. Equities (SPY) |
3.57 |
0.60 |
1.03 |
1.17 |
1.40 |
0.92 |
U.S. Bonds (BND) |
2.02 |
0.15 |
0.62 |
0.90 |
1.26 |
0.90 |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-1.08807711425476 |
-0.665039735368783 |
-0.158677108497655 |
-0.078720898121777 |
0 |
0 |
ENZL |
-0.457852822611749 |
-0.386054595241758 |
-0.208399224255894 |
0.318134824758612 |
0 |
0 |
EPHE |
-0.902411941959147 |
-0.620567792474842 |
-0.259847265103152 |
-0.306577299532933 |
0 |
0 |
EWA |
0.338426749451873 |
0.239793092525583 |
0.322475957389385 |
0.378725073795439 |
0.425439313318746 |
0.455708549402699 |
EWH |
0.607932015691968 |
-0.608994809387854 |
-0.254619007059768 |
0.0168691134684771 |
0.323629442798079 |
0.368895334132559 |
EWJ |
0.148984218099868 |
-0.0078027129925691 |
0.27996408597667 |
0.461885714197127 |
0.492757029882713 |
0.303455014410215 |
EWM |
0.970337864983575 |
-0.164091741246506 |
-0.075820441451222 |
-0.168129935792091 |
0.130023607951512 |
0.314657726474812 |
EWS |
5.72955681857093 |
0.247532009117486 |
0.203113172197784 |
0.192838121258975 |
0.361006766378556 |
0.461602158558199 |
EWT |
2.70456369489814 |
-0.0818521204096585 |
0.869258050550303 |
0.780314128038743 |
0.766410345638062 |
0.580180947460211 |
EWY |
-0.706441182756866 |
-0.45140755290767 |
0.0292086971806744 |
0.126996666154354 |
0.247156401845387 |
0.333430009698977 |
INDY |
-0.383144838270817 |
-0.181057865301529 |
0.464742608401201 |
0.409588835379169 |
0.483007460396884 |
0 |
MCHI |
4.04390281056485 |
-0.280832236101522 |
-0.0961789944619705 |
0.139285327455353 |
0 |
0 |
THD |
-0.293214631015307 |
-0.69582968190357 |
-0.256718368500249 |
-0.0625275953141608 |
0.416361787398956 |
0 |
VNM |
-0.815822179202642 |
-0.786474587130262 |
-0.147677302773162 |
-0.138299373492024 |
-0.0989942169162627 |
0 |
EPOL |
1.05567206387764 |
0.383980450546238 |
0.375439001765923 |
0.230749618289827 |
0 |
0 |
EWD |
0.677711902147985 |
-0.0385519639465811 |
0.440947317366622 |
0.40058173393087 |
0.579603682221184 |
0.498718260361359 |
EWG |
2.22342717420672 |
0.170386344101003 |
0.371018985284114 |
0.322637486086106 |
0.469162294431752 |
0.413211668271834 |
EWI |
1.66008229608292 |
0.480286984059052 |
0.550415415473229 |
0.474260906671956 |
0.311480894233101 |
0.180387172619817 |
EWK |
0.195097511486526 |
-0.328091898824152 |
0.0424257634710173 |
0.244657284092583 |
0.457968985880544 |
0.23268634407894 |
EWL |
0.285643598835943 |
-0.123459362159273 |
0.342568077694958 |
0.551741852593934 |
0.732238308358215 |
0.631016585814905 |
EWN |
-0.000646669619786383 |
-0.0378896634112111 |
0.507713261131449 |
0.638775828201254 |
0.626905927548011 |
0 |
EWO |
0.957234260464266 |
-0.0872861028736923 |
0.354817788800288 |
0.522936075588287 |
0.339649867057251 |
0.2552328228957 |
EWP |
1.26024978147069 |
0.601039805696331 |
0.377215877579935 |
0.244810812010886 |
0.23072231154464 |
0.288564229180394 |
EWQ |
-0.0763309583483524 |
0.0379184349620897 |
0.408579308969276 |
0.527230696095968 |
0.482803492057417 |
0.383583252284162 |
EWU |
1.32879108859636 |
0.12104276664226 |
0.287885443329271 |
0.247487345112969 |
0.41268464224827 |
0.292287558630309 |
EZU |
0.649331774886286 |
0.124804935561427 |
0.400495074474932 |
0.419763189697699 |
0.4252493610805 |
0.335706195905799 |
GREK |
0.692597852429754 |
0.918496447132498 |
0.576931372287528 |
0.366969683955117 |
0 |
0 |
NORW |
0.733474028254302 |
-0.200854094651238 |
0.241877254719636 |
0.255209723496365 |
0 |
0 |
EIS |
3.78680552166494 |
0.0955520950207313 |
0.417789523438035 |
0.491857583849518 |
0.359606836124466 |
0 |
EZA |
1.37803282978966 |
-0.128275156475425 |
0.215884968926391 |
0.0718728491508514 |
0.249355733450043 |
0.345365828709139 |
TUR |
-0.0242032727004069 |
1.31906067013299 |
0.493810701099606 |
0.0903923233005539 |
0.149774611337453 |
0 |
EWC |
1.37139271063803 |
0.0859809669431573 |
0.517582871139337 |
0.489185865547939 |
0.472579775985983 |
0.490356829959505 |
EWW |
-1.76932123163223 |
0.0634780530452082 |
0.238732238118563 |
0.10627374151552 |
0.226865686126127 |
0.382609587103716 |
SPTM |
3.33916108176581 |
0.583265921718375 |
1.00026598879863 |
1.12639798063778 |
1.35929660900366 |
0.895762413340237 |
ARGT |
4.6504058219486 |
2.12607021219042 |
1.39757995060519 |
0.984665982337659 |
0 |
0 |
ECH |
0.682586639110398 |
0.217113485014213 |
0.121810694132128 |
0.0449426270106351 |
-0.040614139853287 |
0 |
EPU |
2.42118705301738 |
0.591767756153754 |
0.405726129538492 |
0.426985786587686 |
0.387406946023752 |
0 |
EWZ |
-1.31630865223167 |
-0.022816142561481 |
-0.0239112279912373 |
0.24029379010139 |
0.0770502594553339 |
0.390180323893292 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
2.9 |
4.7 |
10.4 |
7.9 |
7.1 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
20.5 |
7.8 |
11.6 |
12.1 |
14.0 |
11.4 |
Global Equities (ACWI) |
23.1 |
8.3 |
11.5 |
10.1 |
9.6 |
|
U.S. Equities (SPY) |
25.9 |
11.5 |
14.7 |
13.3 |
13.9 |
10.2 |
U.S. Bonds (BND) |
20.5 |
7.8 |
11.6 |
12.1 |
14.0 |
11.4 |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
-25.732123941786 |
-11.9958777011842 |
-3.87649627053435 |
-2.48023232282388 |
0 |
0 |
ENZL |
-0.876162015969014 |
-3.15293464230182 |
-2.92086165420813 |
4.78484884905762 |
0 |
0 |
EPHE |
-31.0065608367845 |
-10.7758075960557 |
-5.92556491902339 |
-6.86269849196678 |
0 |
0 |
EWA |
6.04659117012536 |
6.05213071178442 |
5.11047614660925 |
5.03879744380703 |
4.64862288360787 |
5.18613114519148 |
EWH |
119.722875121489 |
-22.4101563716178 |
-7.32483586758313 |
0.197926693223383 |
5.08522485758464 |
5.50987613071013 |
EWJ |
5.9780111414758 |
4.58309981874996 |
7.32281970572707 |
7.60971829967598 |
7.25834964762885 |
4.89850722559574 |
EWM |
56.9896608788917 |
3.0175659009452 |
1.13549496041389 |
-2.6945709403746 |
2.20319591476034 |
5.7492959521067 |
EWS |
74.4590482613479 |
9.90747329578585 |
5.03349793585719 |
3.19045049726637 |
4.63114067518803 |
5.74116879186939 |
EWT |
33.1664218144866 |
1.3575963346219 |
15.6512370197158 |
11.9433388338822 |
9.8953697946052 |
7.34258474268277 |
EWY |
-6.540216919639 |
-6.20283855692159 |
0.140486356351721 |
1.1938648897684 |
2.1891027559292 |
3.11458619844522 |
INDY |
2.91936622037484 |
4.65827745421525 |
10.3841506799942 |
7.85698679248218 |
7.08496524265318 |
0 |
MCHI |
-1025.23622437534 |
-17.8281705191285 |
-8.27252414214253 |
1.85326295875574 |
0 |
0 |
THD |
-3.12836201557561 |
-14.6558067424923 |
-4.76525950479618 |
-1.21200069920003 |
6.07901508741183 |
0 |
VNM |
-7.44787083149863 |
-14.8434628727647 |
-3.52729672664598 |
-3.17369172540671 |
-3.56141524302513 |
0 |
EPOL |
17.3668278252079 |
6.53182993334846 |
4.4281825933248 |
1.96693309777467 |
0 |
0 |
EWD |
11.1938006316896 |
0.881085086769708 |
6.695771167647 |
5.09363350552665 |
6.04548284758051 |
5.35658935191194 |
EWG |
26.9142101378771 |
4.51132370108289 |
5.62735119863118 |
3.95399662562421 |
4.77516339807013 |
4.36359815308344 |
EWI |
42.0173745712549 |
9.82786663835596 |
8.65037939253684 |
6.40173664827926 |
2.86665831142747 |
1.25684370856744 |
EWK |
17.6409993305029 |
-1.45323971822994 |
1.55811273980446 |
3.70527600682089 |
5.35193785394641 |
2.53850527511336 |
EWL |
7.97389631939127 |
2.32282155138174 |
7.28549929807145 |
8.47677818725244 |
9.50995131731874 |
8.63209249168293 |
EWN |
4.13845581969716 |
1.29613167172341 |
7.64991060121657 |
7.97954462150412 |
6.66271389377822 |
0 |
EWO |
118.509737240263 |
0.96402191803646 |
5.49656063464098 |
6.89170944069797 |
3.22817857228664 |
1.97607295695361 |
EWP |
31.8769033044989 |
13.4710630217952 |
6.42574726282763 |
3.37424975046964 |
1.79451791610136 |
2.91566760726803 |
EWQ |
5.65039494274824 |
3.47623608578433 |
6.69128181508461 |
6.9778180622889 |
5.205505004554 |
4.26456836216507 |
EWU |
32.8463852533938 |
7.43347591385472 |
6.42692789001097 |
4.19925126761731 |
4.98600319564425 |
3.71538328570667 |
EZU |
16.3359570780313 |
4.48003601944898 |
6.36010041581295 |
5.43104810808104 |
4.40344536292555 |
3.55777402232581 |
GREK |
-3881.19011890728 |
22.6604406997869 |
9.60915465361245 |
4.46088688700628 |
0 |
0 |
NORW |
13.7176725063225 |
-1.29344128404103 |
3.60765424996871 |
3.22955005716879 |
0 |
0 |
EIS |
40.7870202714728 |
3.99430472459408 |
7.18971258097072 |
6.77003136098261 |
4.12479648908689 |
0 |
EZA |
143.918829477746 |
-0.832441508157069 |
3.55197412208546 |
-0.156080423642008 |
2.27867840530543 |
3.72420541979841 |
TUR |
11.5597829743198 |
108.743274896936 |
12.8832886508305 |
-2.49509717710462 |
-0.994501593252728 |
0 |
EWC |
17.506292977292 |
4.68830119855115 |
8.50559707304048 |
6.55346736172903 |
5.41200813533971 |
5.83262726280183 |
EWW |
-86.4498884871026 |
3.68111527919442 |
3.54477386399848 |
0.768735528398446 |
2.16837766209673 |
4.4505328512808 |
SPTM |
24.8568972676169 |
11.2260290746174 |
14.3664605389254 |
12.8200161468275 |
13.5598401660516 |
10.068792755254 |
ARGT |
1858.04948349271 |
35.1796261123949 |
22.1635490111921 |
14.0445624122961 |
0 |
0 |
ECH |
24.8979198265006 |
5.35115371222697 |
1.29159321491141 |
-0.868497998856667 |
-2.9726613169398 |
0 |
EPU |
118.342302676457 |
12.9061846236088 |
7.3410985900246 |
6.45103782786541 |
5.09769611549065 |
0 |
EWZ |
-56.6522485301483 |
0.772266940090083 |
-3.45446596776647 |
1.5149434104755 |
-1.98523310853794 |
3.57902844847668 |

Compare: Risk & Volatility
for period ending January 31, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
11.0% |
11.1% |
27.0% |
34.0% |
38.8% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
3.6% |
16.0% |
20.7% |
20.7% |
20.7% |
32.2% |
Global Equities (ACWI) |
3.6% |
21.3% |
25.7% |
25.7% |
25.7% |
|
U.S. Equities (SPY) |
4.0% |
20.2% |
23.9% |
23.9% |
23.9% |
50.8% |
U.S. Bonds (BND) |
3.1% |
12.7% |
17.3% |
17.3% |
17.3% |
17.3% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
17.4% |
20% |
31.9% |
48.6% |
0% |
0% |
ENZL |
7.8% |
24.3% |
37.3% |
37.3% |
0% |
0% |
EPHE |
19.2% |
32.2% |
32.2% |
43.7% |
0% |
0% |
EWA |
10.5% |
23.4% |
23.4% |
31.4% |
31.4% |
63.8% |
EWH |
9.8% |
27.9% |
40.4% |
40.4% |
40.4% |
57.1% |
EWJ |
5.7% |
21.6% |
28.9% |
28.9% |
28.9% |
48.8% |
EWM |
11.8% |
20.6% |
23.8% |
33.7% |
41.1% |
45.2% |
EWS |
3.6% |
17.3% |
24.4% |
32.1% |
32.1% |
60% |
EWT |
3.1% |
34.8% |
37.5% |
37.5% |
37.5% |
58.1% |
EWY |
22.3% |
34.6% |
48.1% |
48.1% |
48.1% |
70.2% |
INDY |
11% |
11.1% |
27% |
34% |
38.8% |
0% |
MCHI |
7.1% |
39% |
58.7% |
58.7% |
0% |
0% |
THD |
15.9% |
28.4% |
28.4% |
40% |
40% |
0% |
VNM |
17.4% |
41.8% |
46.5% |
46.5% |
56.8% |
0% |
EPOL |
12.3% |
42.8% |
52.8% |
60.4% |
0% |
0% |
EWD |
14% |
27.9% |
40.3% |
40.3% |
40.3% |
63.1% |
EWG |
6% |
30.1% |
41.7% |
41.7% |
41.7% |
60.7% |
EWI |
6.7% |
26.8% |
32.9% |
33.4% |
47.9% |
66.1% |
EWK |
11.3% |
26.8% |
32.4% |
33% |
33% |
70.4% |
EWL |
13% |
22.2% |
27.6% |
27.6% |
27.6% |
47.4% |
EWN |
11.8% |
27.7% |
41.3% |
41.3% |
41.3% |
0% |
EWO |
9.4% |
28.4% |
37.6% |
47.6% |
47.6% |
73.7% |
EWP |
9.7% |
23.4% |
32.5% |
38.7% |
49.1% |
58.6% |
EWQ |
11.3% |
22% |
29.1% |
29.1% |
34% |
57.8% |
EWU |
7.8% |
20.7% |
21.3% |
30% |
30% |
60% |
EZU |
9% |
25.4% |
34.7% |
34.7% |
35.9% |
62% |
GREK |
10% |
21.5% |
25.3% |
51.3% |
0% |
0% |
NORW |
9.5% |
30.1% |
30.6% |
43.7% |
0% |
0% |
EIS |
7.4% |
35.6% |
38.6% |
38.6% |
38.6% |
0% |
EZA |
12.4% |
33.7% |
33.7% |
54% |
54% |
57.1% |
TUR |
20.2% |
21% |
30.8% |
58.7% |
71% |
0% |
EWC |
5.6% |
22.9% |
22.9% |
26.9% |
34.1% |
56.7% |
EWW |
29.7% |
29.7% |
31.9% |
47.4% |
56.2% |
61.2% |
SPTM |
4.1% |
19.9% |
23.6% |
23.6% |
23.6% |
50.1% |
ARGT |
9.1% |
29.3% |
30.8% |
55.9% |
0% |
0% |
ECH |
8.7% |
21.8% |
29.2% |
59.6% |
68.2% |
0% |
EPU |
6.2% |
31.6% |
31.6% |
45% |
56.5% |
0% |
EWZ |
26.4% |
30.5% |
38.6% |
50.3% |
70.5% |
73.7% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
9.4% |
12.9% |
21.4% |
19.6% |
23.0% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
9.3% |
13.6% |
14.1% |
11.3% |
10.5% |
10.7% |
Global Equities (ACWI) |
11.2% |
17.8% |
19.4% |
16.3% |
16.3% |
|
U.S. Equities (SPY) |
12.8% |
19.0% |
21.0% |
17.4% |
16.6% |
16.6% |
U.S. Bonds (BND) |
5.7% |
7.5% |
6.4% |
5.1% |
4.6% |
4.6% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
15.3% |
14.9% |
24.3% |
22.1% |
0% |
0% |
ENZL |
12.6% |
19.9% |
21.4% |
20.1% |
0% |
0% |
EPHE |
17.2% |
20.8% |
22.4% |
19.1% |
0% |
0% |
EWA |
17% |
24.3% |
26.2% |
20.9% |
22.5% |
24.6% |
EWH |
22.4% |
23.8% |
22.6% |
20.4% |
20.6% |
22.3% |
EWJ |
11.7% |
16.7% |
16.4% |
14.7% |
15.1% |
16.1% |
EWM |
18.1% |
17.1% |
17% |
16.1% |
16.4% |
17.9% |
EWS |
13.6% |
18.1% |
20.3% |
19.1% |
19.5% |
23.1% |
EWT |
13.8% |
23.8% |
24.9% |
21.1% |
20.7% |
24% |
EWY |
17.8% |
26.3% |
27% |
24% |
24.3% |
28.6% |
INDY |
9.4% |
12.9% |
21.4% |
19.6% |
23% |
0% |
MCHI |
31.5% |
33.6% |
29% |
26.4% |
0% |
0% |
THD |
18.8% |
18.1% |
23.2% |
19.9% |
23% |
0% |
VNM |
16% |
23.7% |
27.5% |
23.1% |
24.3% |
0% |
EPOL |
21.2% |
37.9% |
38.4% |
30.1% |
0% |
0% |
EWD |
20.6% |
27% |
27.7% |
22.1% |
23.4% |
25.3% |
EWG |
17% |
25.6% |
26.3% |
21.5% |
22.9% |
24.3% |
EWI |
18.3% |
25.6% |
28.7% |
24.3% |
26.3% |
25.8% |
EWK |
13.2% |
18% |
21.7% |
18.5% |
19.3% |
21.8% |
EWL |
17.2% |
18.4% |
18.7% |
15.8% |
16.5% |
17.4% |
EWN |
14.9% |
25.4% |
26.3% |
21.3% |
21.7% |
0% |
EWO |
15% |
24% |
30.1% |
25.3% |
25.5% |
28.3% |
EWP |
20.3% |
23.6% |
27.1% |
22.5% |
25.7% |
26.1% |
EWQ |
16% |
22.6% |
25.2% |
20.6% |
21.9% |
22.7% |
EWU |
12.6% |
17.2% |
20% |
17% |
17.7% |
18.4% |
EZU |
15.5% |
23.3% |
24.9% |
20.3% |
21.8% |
22.9% |
GREK |
16.7% |
26.5% |
33.8% |
32% |
0% |
0% |
NORW |
17.1% |
23% |
28.6% |
23.6% |
0% |
0% |
EIS |
21.3% |
24.3% |
24.8% |
20.8% |
20.4% |
0% |
EZA |
20.1% |
26.6% |
29.9% |
26.6% |
26.4% |
29% |
TUR |
23% |
43% |
40.9% |
34.9% |
34.1% |
0% |
EWC |
14.5% |
19.7% |
23.2% |
19.2% |
18.5% |
21.9% |
EWW |
12.9% |
25.5% |
29.8% |
25% |
23.9% |
26.8% |
SPTM |
13.1% |
19% |
21.2% |
17.6% |
16.9% |
17.1% |
ARGT |
39.8% |
48.4% |
47.8% |
40.4% |
0% |
0% |
ECH |
16% |
30.3% |
31% |
27.3% |
25.4% |
0% |
EPU |
21% |
27.3% |
30.6% |
27.3% |
26.3% |
0% |
EWZ |
17.8% |
29.3% |
36.1% |
36.9% |
33.3% |
37.6% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
6.9% |
8.3% |
15.5% |
13.6% |
15.2% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
5.3% |
9.0% |
9.0% |
7.2% |
6.5% |
7.0% |
Global Equities (ACWI) |
5.9% |
11.6% |
12.6% |
10.5% |
10.5% |
|
U.S. Equities (SPY) |
6.0% |
12.1% |
13.1% |
10.8% |
10.1% |
11.0% |
U.S. Bonds (BND) |
4.2% |
5.4% |
4.5% |
3.5% |
3.0% |
2.8% |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
12.6% |
11.7% |
19% |
16.6% |
0% |
0% |
ENZL |
8.6% |
13.8% |
15.4% |
13.3% |
0% |
0% |
EPHE |
12.9% |
16.4% |
17.6% |
14.5% |
0% |
0% |
EWA |
12.8% |
15.5% |
18.2% |
14.3% |
15.3% |
16.9% |
EWH |
10.9% |
15.5% |
14.9% |
13.7% |
13.7% |
14.8% |
EWJ |
8.3% |
11.1% |
10.5% |
9.6% |
10.1% |
11% |
EWM |
11.5% |
11.9% |
11.6% |
11.4% |
11.3% |
11.8% |
EWS |
5% |
11% |
13.6% |
12.9% |
13.1% |
15.3% |
EWT |
5% |
14.4% |
14.2% |
12.8% |
12.8% |
15.1% |
EWY |
13.1% |
18.7% |
18% |
15.9% |
16.3% |
18.8% |
INDY |
6.9% |
8.3% |
15.5% |
13.6% |
15.2% |
0% |
MCHI |
8.5% |
20.4% |
18.2% |
17% |
0% |
0% |
THD |
9.7% |
12.7% |
15.3% |
13.3% |
15% |
0% |
VNM |
13.8% |
18.9% |
20.5% |
17.2% |
17.5% |
0% |
EPOL |
10.3% |
23.6% |
24.7% |
19.4% |
0% |
0% |
EWD |
11.7% |
17.8% |
18% |
14.5% |
14.9% |
16.6% |
EWG |
8% |
15.8% |
17.1% |
13.9% |
15% |
16.6% |
EWI |
9.6% |
15.1% |
18% |
15.6% |
17.5% |
17.8% |
EWK |
8.3% |
12.4% |
14.4% |
12.3% |
12.5% |
15.8% |
EWL |
9.7% |
11.5% |
11.9% |
10.1% |
10.7% |
11.6% |
EWN |
10% |
16.1% |
16.6% |
13.4% |
13.9% |
0% |
EWO |
8.1% |
16.2% |
20.1% |
16.5% |
17.1% |
19.8% |
EWP |
10.1% |
12.6% |
16.6% |
14.3% |
16.5% |
17.2% |
EWQ |
11.4% |
14.5% |
16% |
13% |
14.2% |
15.4% |
EWU |
7.2% |
11.1% |
13.9% |
11.8% |
11.8% |
12.7% |
EZU |
9.3% |
14.5% |
16% |
13% |
14.3% |
15.7% |
GREK |
10.3% |
15.4% |
22.1% |
21.4% |
0% |
0% |
NORW |
7.5% |
16.8% |
20.2% |
16.2% |
0% |
0% |
EIS |
10.3% |
16.7% |
17% |
14.3% |
14.1% |
0% |
EZA |
11.7% |
18.9% |
22.1% |
18.9% |
18.1% |
19.7% |
TUR |
15.2% |
20.2% |
23.9% |
22.6% |
22.2% |
0% |
EWC |
8.4% |
13.2% |
15.7% |
12.8% |
12.5% |
14.8% |
EWW |
12.7% |
15.2% |
20.8% |
17.8% |
16.8% |
18.8% |
SPTM |
6.3% |
12.1% |
13.3% |
11.1% |
10.4% |
11.5% |
ARGT |
17% |
24% |
27.4% |
24.5% |
0% |
0% |
ECH |
9.7% |
20.5% |
21% |
18.6% |
17.7% |
0% |
EPU |
9.7% |
17% |
21.1% |
17.7% |
17.1% |
0% |
EWZ |
13% |
19.4% |
26.2% |
24.3% |
22.5% |
24.5% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
INDY |
0.40 |
0.55 |
0.77 |
0.71 |
0.83 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.77 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
Global Equities (ACWI) |
0.89 |
0.95 |
0.94 |
0.94 |
0.99 |
|
U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
U.S. Bonds (BND) |
0.77 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Ranking: All Ingredients |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
EIDO |
0.479060257474007 |
0.392281587372991 |
0.827931749331076 |
0.787282710286085 |
0 |
0 |
ENZL |
0.738527492167642 |
0.92019099084827 |
0.923735381283584 |
0.903478497946392 |
0 |
0 |
EPHE |
0.327969480051768 |
0.815598690668724 |
0.757769412353082 |
0.690370880761531 |
0 |
0 |
EWA |
1.26701112595106 |
1.07685709344239 |
1.13273227894968 |
1.05020335992742 |
1.13557616593603 |
1.1993238139351 |
EWH |
0.0785986175905179 |
0.373155989355034 |
0.484418291288103 |
0.62129278195459 |
0.717979180358497 |
0.836898417592384 |
EWJ |
0.874617201228326 |
0.813065488515852 |
0.670688155209138 |
0.719506578006726 |
0.706892688686029 |
0.736468307073247 |
EWM |
0.251410715895133 |
0.503032216966366 |
0.54797346317603 |
0.542507411095611 |
0.610929028871002 |
0.64489666704492 |
EWS |
0.44069944507077 |
0.674422756145288 |
0.77608683981024 |
0.836089126153208 |
0.884823407637815 |
1.03940547594866 |
EWT |
0.562355795656625 |
0.92429960895065 |
0.835538125539511 |
0.840571303196438 |
0.908701892866249 |
1.0278855396452 |
EWY |
1.13046713260624 |
1.25436208383655 |
1.09711327690724 |
1.06222438538618 |
1.12602979080826 |
1.2731238534866 |
INDY |
0.399761714825206 |
0.554449963179422 |
0.76838816637608 |
0.710388127439464 |
0.833540438314842 |
0 |
MCHI |
-0.0343674601822543 |
0.344488072548247 |
0.322699144311281 |
0.606288746224142 |
0 |
0 |
THD |
0.0823710196808415 |
0.461866461254233 |
0.791960070530894 |
0.756227336067404 |
0.811639858737077 |
0 |
VNM |
1.25145275327136 |
1.00823304185332 |
1.11022463491129 |
1.02896888906449 |
0.98732525670735 |
0 |
EPOL |
0.798301465776464 |
1.2932639911638 |
1.34877407255064 |
1.17404425206454 |
0 |
0 |
EWD |
0.973777498415703 |
1.2021131170381 |
1.13751884761491 |
1.07698402858312 |
1.19075676615825 |
1.25207486603152 |
EWG |
0.807020703807279 |
1.13784820698136 |
1.12631369536275 |
1.08935040695501 |
1.19765811692467 |
1.25399478952986 |
EWI |
0.462258337925664 |
1.01146231578543 |
1.06908082810674 |
1.02574605302574 |
1.17457985613477 |
1.21852921212115 |
EWK |
0.31132236168116 |
0.741149977380902 |
0.91241690925853 |
0.905063672572835 |
0.970507539145105 |
1.10314549444457 |
EWL |
0.775070268660041 |
0.828347967294045 |
0.782693338985299 |
0.763346658860659 |
0.8147083936039 |
0.849869175047437 |
EWN |
0.839798073045297 |
1.19642642600632 |
1.11788916511451 |
1.06487475643309 |
1.14983284318834 |
0 |
EWO |
0.100591335339264 |
0.929831162926067 |
1.10771465598907 |
1.09278588121628 |
1.20806482659913 |
1.35163883343029 |
EWP |
0.506409864214107 |
0.820816070725156 |
0.951731972779049 |
0.918739029055304 |
1.07468435315369 |
1.11529208823744 |
EWQ |
0.419786506998647 |
0.977599598899604 |
1.02561506315642 |
0.987861439916478 |
1.11092718810864 |
1.157544108732 |
EWU |
0.425065969178898 |
0.712036617617353 |
0.8178015579236 |
0.831861877459489 |
0.922604322735362 |
0.962166308321712 |
EZU |
0.604347430821931 |
1.04004278277004 |
1.06096636359357 |
1.01951080930072 |
1.13730189091212 |
1.1968077464515 |
GREK |
-0.00276878806524265 |
0.747190568372267 |
1.1029400891478 |
1.12812971601342 |
0 |
0 |
NORW |
0.674446548119865 |
0.951323594492427 |
1.16263789870561 |
1.07000349932117 |
0 |
0 |
EIS |
0.962498368465883 |
1.042497896168 |
1.0383495077443 |
1.03125160567288 |
1.04447438096582 |
0 |
EZA |
0.132026505871318 |
0.968707179813038 |
1.00500534973009 |
0.998030416752035 |
1.05110063665414 |
1.15443808510001 |
TUR |
0.14621921184191 |
0.222522347870854 |
0.600821688407584 |
0.610498833481464 |
0.768678304038119 |
0 |
EWC |
0.894723064151235 |
0.979339303326847 |
1.03696951719642 |
0.989273622137452 |
1.00677213467874 |
1.09651739528146 |
EWW |
0.276344742254924 |
0.888497437166134 |
1.05856906270102 |
0.95272377400182 |
1.01278464052218 |
1.14737784420576 |
SPTM |
1.02281089402237 |
1.00179122621322 |
1.00957169713638 |
1.01301933367596 |
1.01562768959016 |
1.0189025718934 |
ARGT |
0.0361931126599039 |
1.23086739454019 |
1.31495754572652 |
1.267191036467 |
0 |
0 |
ECH |
0.412880553239245 |
1.07287280270593 |
0.954881470405562 |
0.888098938932715 |
0.90514767300943 |
0 |
EPU |
0.22076630813442 |
0.94398385586127 |
0.979370807915386 |
0.925758493076789 |
0.889982779379868 |
0 |
EWZ |
0.304633813475462 |
0.970444629800934 |
1.14681947634409 |
1.01424745880101 |
1.15081134330218 |
1.26366744397476 |

Compare: Correlation
for period ending January 31, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
to Global Stocks (ACWI) |
0.49 |
0.76 |
0.75 |
0.65 |
0.65 |
|
to S&P500 (SPY) |
0.44 |
0.75 |
0.71 |
0.59 |
0.57 |
|
to U.S. Bonds (BND) |
0.60 |
0.61 |
0.39 |
0.31 |
0.21 |
|
to Commodities (DBC) |
-0.35 |
0.06 |
0.47 |
0.28 |
0.33 |
|
to Gold (GLD) |
0.01 |
0.06 |
0.16 |
0.05 |
0.16 |
|