IFN vs CMDY

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

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

IFN vs CMDY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

IFN

$538M

CMDY

$537M

Expense Ratio

IFN

N/A

CMDY

0.28%

Max Drawdown

IFN

84.81%

Winner

CMDY

33.81%

Sharpe Ratio

IFN

-1.70

Winner

CMDY

1.61

5Y Beta

IFN

0.49

Winner

CMDY

0.16

5Y Dividends CAGR

IFN

5.70%

Winner

CMDY

50.79%

IFN vs CMDY - Historical Returns

Returns include dividend reinvestment.

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

IFN

-5.29%

Winner

CMDY

-5.20%

IFN

-11.67%

Winner

CMDY

+5.34%

IFN

-17.22%

Winner

CMDY

+20.01%

IFN

-22.36%

Winner

CMDY

+32.29%

5Y(CAGR)

IFN

+0.10%

Winner

CMDY

+10.04%

10Y(CAGR)

IFN

+5.83%

Winner

CMDY

+7.75%

Max(CAGR)

Winner

IFN

+9.80%

CMDY

+7.75%

IFN vs CMDY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	CMDY
2026	-18.05%	+21.26%
2025	-1.32%	+15.05%
2024	-2.20%	+5.97%
2023	+32.46%	-7.25%
2022	-17.34%	+13.73%
2021	+22.42%	+25.42%
2020	+11.04%	+0.99%
2019	+11.21%	+4.79%
2018	-5.34%	-11.10%
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 CMDY Drawdown Comparison

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

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

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

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

Correlation

Correlation between IFN and CMDY 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)

IFN vs CMDY dividend yield comparison.

Year	IFN	CMDY
2026	7.80%	0.00%
2025	16.09%	12.89%
2024	14.60%	4.23%
2023	8.97%	5.10%
2022	21.47%	3.98%
2021	15.21%	16.09%
2020	9.77%	0.15%
2019	11.57%	2.21%
2018	22.25%	1.73%
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%