CMDY vs IFN

Comparison between ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY, ETF) and India Fund Inc (IFN, ETF).

5-Year PerformanceCMDY has outperformed IFN, delivering a return of +10.0% compared to +0.1%

CMDY vs IFN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMDY(ETF)	IFN(ETF)
Net Assets	$537M	$538M
Expense Ratio	0.28%	N/A
Max Drawdown	33.81%	84.81%
Sharpe Ratio	1.61	-1.70
5Y Beta	0.16	0.49
5Y Dividends CAGR	50.79%	5.70%

Net Assets

CMDY

$537M

Winner

IFN

$538M

Expense Ratio

CMDY

0.28%

IFN

N/A

Max Drawdown

Winner

CMDY

33.81%

IFN

84.81%

Sharpe Ratio

Winner

CMDY

1.61

IFN

-1.70

5Y Beta

Winner

CMDY

0.16

IFN

0.49

5Y Dividends CAGR

Winner

CMDY

50.79%

IFN

5.70%

CMDY vs IFN - Historical Returns

Returns include dividend reinvestment.

Period	CMDY	IFN
1 month	-5.20%	-5.29%
3 months	+5.34%	-11.67%
6 months	+20.01%	-17.22%
1 year	+32.29%	-22.36%
5 years(CAGR)	+10.04%	+0.10%
10 years(CAGR)	+7.75%	+5.83%
Max(CAGR)	+7.75%	+9.80%

Winner

CMDY

-5.20%

IFN

-5.29%

Winner

CMDY

+5.34%

IFN

-11.67%

Winner

CMDY

+20.01%

IFN

-17.22%

Winner

CMDY

+32.29%

IFN

-22.36%

5Y(CAGR)

Winner

CMDY

+10.04%

IFN

+0.10%

10Y(CAGR)

Winner

CMDY

+7.75%

IFN

+5.83%

Max(CAGR)

CMDY

+7.75%

Winner

IFN

+9.80%

CMDY vs IFN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CMDY	IFN
2026	+21.26%	-18.05%
2025	+15.05%	-1.32%
2024	+5.97%	-2.20%
2023	-7.25%	+32.46%
2022	+13.73%	-17.34%
2021	+25.42%	+22.42%
2020	+0.99%	+11.04%
2019	+4.79%	+11.21%
2018	-11.10%	-5.34%
2017	N/A	+39.00%
2016	N/A	+3.59%
2015	N/A	-6.72%
2014	N/A	+41.45%
2013	N/A	-2.50%
2012	N/A	+18.26%
2011	N/A	-43.26%
2010	N/A	+25.52%
2009	N/A	+59.56%
2008	N/A	-60.29%
2007	N/A	+60.19%
2006	N/A	+23.68%
2005	N/A	+45.06%
2004	N/A	+19.71%
2003	N/A	+136.57%
2002	N/A	+10.29%
2001	N/A	-21.06%
2000	N/A	-32.29%
1999	N/A	+40.99%

CMDY vs IFN Drawdown Comparison

The maximum drawdown for CMDY was -31.20%, occurring on Mar 18, 2020. Recovery took 732 trading sessions.

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

The current CMDY drawdown is -7.04%. The current IFN drawdown is -29.77%.

Rank	CMDY	IFN
#1	-31.20% May 24, 2018 - Apr 22, 2021	-71.83% Jan 14, 2008 - May 16, 2017
#2	-26.56% Jun 7, 2022 - Jan 23, 2026	-65.52% Mar 6, 2000 - Dec 12, 2003
#3	-10.71% Mar 8, 2022 - Apr 14, 2022	-41.96% May 10, 2006 - Oct 15, 2007
#4	-10.02% Oct 25, 2021 - Jan 26, 2022	-41.41% Jan 17, 2020 - Dec 1, 2020
#5	-7.73% Jan 29, 2026 - Mar 5, 2026	-32.89% Apr 5, 2004 - Dec 13, 2004
#6	-7.56% Apr 18, 2022 - Jun 6, 2022	-31.53% Mar 8, 2024 - Mar 30, 2026
#7	-7.04% May 12, 2026 - Jun 5, 2026	-24.71% Jan 13, 2022 - Sep 11, 2023
#8	-5.77% Jul 29, 2021 - Sep 3, 2021	-23.21% Jan 23, 2018 - Jan 13, 2020
#9	-5.72% Jun 11, 2021 - Jul 22, 2021	-19.93% Jan 3, 2005 - Jun 29, 2005
#10	-4.67% Mar 18, 2026 - Apr 2, 2026	-18.00% Sep 20, 2005 - Dec 22, 2005
#11	-4.16% Apr 6, 2026 - Apr 27, 2026	-17.60% Jan 14, 2004 - Apr 5, 2004
#12	-3.79% Sep 15, 2021 - Sep 27, 2021	-17.14% Oct 31, 2007 - Dec 6, 2007
#13	-3.20% May 11, 2021 - Jun 1, 2021	-12.67% Oct 15, 2007 - Oct 29, 2007
#14	-2.63% May 4, 2026 - May 12, 2026	-10.93% Sep 25, 2023 - Nov 17, 2023
#15	-2.00% Mar 12, 2026 - Mar 18, 2026	-10.70% Mar 3, 2006 - Apr 10, 2006

Correlation

Correlation between CMDY and IFN is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2001 - 2026)

CMDY vs IFN dividend yield comparison.

Year	CMDY	IFN
2026	0.00%	7.80%
2025	12.89%	16.09%
2024	4.23%	14.60%
2023	5.10%	8.97%
2022	3.98%	21.47%
2021	16.09%	15.21%
2020	0.15%	9.77%
2019	2.21%	11.57%
2018	1.73%	22.25%
2017	0.00%	12.11%
2016	0.00%	7.97%
2015	0.00%	8.02%
2014	0.00%	7.22%
2013	0.00%	4.76%
2012	0.00%	11.34%
2011	0.00%	6.09%
2010	0.00%	11.02%
2008	0.00%	38.91%
2007	0.00%	15.44%
2006	0.00%	11.15%
2005	0.00%	11.23%
2004	0.00%	5.13%
2003	0.00%	0.52%
2002	0.00%	0.80%
2001	0.00%	0.74%