IFN vs BSJT

Comparison between India Fund Inc (IFN, ETF) and Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT, ETF).

5-Year PerformanceBSJT has outperformed IFN, delivering a return of +2.7% compared to +1.3%

IFN vs BSJT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFN(ETF)	BSJT(ETF)
Net Assets	$539M	$540M
Expense Ratio	N/A	0.42%
Max Drawdown	84.81%	23.60%
Sharpe Ratio	-1.17	0.40
5Y Beta	0.50	0.21
5Y Dividends CAGR	5.70%	N/A

Net Assets

IFN

$539M

Winner

BSJT

$540M

Expense Ratio

IFN

N/A

BSJT

0.42%

Max Drawdown

IFN

84.81%

Winner

BSJT

23.60%

Sharpe Ratio

IFN

-1.17

Winner

BSJT

0.40

5Y Beta

IFN

0.50

Winner

BSJT

0.21

5Y Dividends CAGR

IFN

5.70%

BSJT

N/A

IFN vs BSJT - Historical Returns

Returns include dividend reinvestment.

Period	IFN	BSJT
1 month	-2.31%	+0.16%
3 months	-3.28%	+0.92%
6 months	-11.15%	+0.95%
1 year	-16.72%	+5.05%
5 years(CAGR)	+1.33%	+2.67%
10 years(CAGR)	+6.25%	N/A
Max(CAGR)	+9.99%	+2.67%

IFN

-2.31%

Winner

BSJT

+0.16%

IFN

-3.28%

Winner

BSJT

+0.92%

IFN

-11.15%

Winner

BSJT

+0.95%

IFN

-16.72%

Winner

BSJT

+5.05%

5Y(CAGR)

IFN

+1.33%

Winner

BSJT

+2.67%

10Y(CAGR)

IFN

+6.25%

BSJT

N/A

Max(CAGR)

Winner

IFN

+9.99%

BSJT

+2.67%

IFN vs BSJT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	BSJT
2026	-13.18%	+1.45%
2025	-1.32%	+7.39%
2024	-2.20%	+8.75%
2023	+32.46%	+13.25%
2022	-17.34%	-14.68%
2021	+22.42%	-0.52%
2020	+11.04%	N/A
2019	+11.21%	N/A
2018	-5.34%	N/A
2017	+39.00%	N/A
2016	+3.59%	N/A
2015	-6.72%	N/A
2014	+41.45%	N/A
2013	-2.50%	N/A
2012	+18.26%	N/A
2011	-43.26%	N/A
2010	+25.52%	N/A
2009	+59.56%	N/A
2008	-60.29%	N/A
2007	+60.19%	N/A
2006	+23.68%	N/A
2005	+45.06%	N/A
2004	+19.71%	N/A
2003	+136.57%	N/A
2002	+10.29%	N/A
2001	-21.06%	N/A
2000	-32.29%	N/A
1999	+40.99%	N/A

IFN vs BSJT Drawdown Comparison

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

The maximum drawdown for BSJT was -19.62%, occurring on Sep 27, 2022. Recovery took 708 trading sessions.

The current IFN drawdown is -25.60%. The current BSJT drawdown is -0.12%.

Rank	IFN	BSJT
#1	-71.83% Jan 14, 2008 - May 16, 2017	-19.62% Sep 15, 2021 - Jul 11, 2024
#2	-65.52% Mar 6, 2000 - Dec 12, 2003	-5.59% Feb 28, 2025 - Jun 3, 2025
#3	-41.96% May 10, 2006 - Oct 15, 2007	-2.47% Jan 27, 2026 - Apr 14, 2026
#4	-41.41% Jan 17, 2020 - Dec 1, 2020	-1.88% Dec 6, 2024 - Jan 24, 2025
#5	-32.89% Apr 5, 2004 - Dec 13, 2004	-1.50% Sep 19, 2024 - Nov 29, 2024
#6	-31.53% Mar 8, 2024 - Mar 30, 2026	-1.20% Sep 29, 2025 - Oct 24, 2025
#7	-24.71% Jan 13, 2022 - Sep 11, 2023	-1.15% Jul 31, 2024 - Aug 14, 2024
#8	-23.21% Jan 23, 2018 - Jan 13, 2020	-1.06% Oct 27, 2025 - Nov 25, 2025
#9	-19.93% Jan 3, 2005 - Jun 29, 2005	-0.80% May 6, 2026 - May 29, 2026
#10	-18.00% Sep 20, 2005 - Dec 22, 2005	-0.66% Feb 6, 2025 - Feb 14, 2025
#11	-17.60% Jan 14, 2004 - Apr 5, 2004	-0.58% Jul 16, 2024 - Jul 30, 2024
#12	-17.14% Oct 31, 2007 - Dec 6, 2007	-0.56% Jun 12, 2025 - Jun 20, 2025
#13	-12.67% Oct 15, 2007 - Oct 29, 2007	-0.56% Jun 30, 2025 - Jul 22, 2025
#14	-10.93% Sep 25, 2023 - Nov 17, 2023	-0.49% Apr 27, 2026 - May 6, 2026
#15	-10.70% Mar 3, 2006 - Apr 10, 2006	-0.48% Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between IFN and BSJT is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2001 - 2026)

IFN vs BSJT dividend yield comparison.

Year	IFN	BSJT
2026	7.36%	3.80%
2025	16.09%	6.77%
2024	14.60%	6.65%
2023	8.97%	6.42%
2022	21.47%	5.45%
2021	15.21%	1.20%
2020	9.77%	0.00%
2019	11.57%	0.00%
2018	22.25%	0.00%
2017	12.11%	0.00%
2016	7.97%	0.00%
2015	8.02%	0.00%
2014	7.22%	0.00%
2013	4.76%	0.00%
2012	11.34%	0.00%
2011	6.09%	0.00%
2010	11.02%	0.00%
2008	38.91%	0.00%
2007	15.44%	0.00%
2006	11.15%	0.00%
2005	11.23%	0.00%
2004	5.13%	0.00%
2003	0.52%	0.00%
2002	0.80%	0.00%
2001	0.74%	0.00%