IFN vs IBTM

Comparison between India Fund Inc (IFN, ETF) and ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF).

IFN vs IBTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFN(ETF)	IBTM(ETF)
Net Assets	$538M	$534M
Expense Ratio	N/A	0.07%
Max Drawdown	84.81%	16.81%
Sharpe Ratio	-1.70	-0.15
5Y Beta	0.49	-0.02
5Y Dividends CAGR	5.70%	N/A

Net Assets

Winner

IFN

$538M

IBTM

$534M

Expense Ratio

IFN

N/A

IBTM

0.07%

Max Drawdown

IFN

84.81%

Winner

IBTM

16.81%

Sharpe Ratio

IFN

-1.70

Winner

IBTM

-0.15

5Y Beta

IFN

0.49

Winner

IBTM

-0.02

5Y Dividends CAGR

IFN

5.70%

IBTM

N/A

IFN vs IBTM - Historical Returns

Returns include dividend reinvestment.

Period	IFN	IBTM
1 month	-5.29%	-0.53%
3 months	-11.67%	-1.64%
6 months	-17.22%	-0.69%
1 year	-22.36%	+3.27%
5 years(CAGR)	+0.10%	N/A
10 years(CAGR)	+5.83%	N/A
Max(CAGR)	+9.80%	+1.42%

IFN

-5.29%

Winner

IBTM

-0.53%

IFN

-11.67%

Winner

IBTM

-1.64%

IFN

-17.22%

Winner

IBTM

-0.69%

IFN

-22.36%

Winner

IBTM

+3.27%

5Y(CAGR)

IFN

+0.10%

IBTM

N/A

10Y(CAGR)

IFN

+5.83%

IBTM

N/A

Max(CAGR)

Winner

IFN

+9.80%

IBTM

+1.42%

IFN vs IBTM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	IBTM
2026	-18.05%	-0.74%
2025	-1.32%	+7.99%
2024	-2.20%	+0.25%
2023	+32.46%	+2.94%
2022	-17.34%	-4.63%
2021	+22.42%	N/A
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 IBTM Drawdown Comparison

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

The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.

The current IFN drawdown is -29.77%. The current IBTM drawdown is -2.66%.

Rank	IFN	IBTM
#1	-71.83% Jan 14, 2008 - May 16, 2017	-13.59% Aug 1, 2022 - Aug 1, 2025
#2	-65.52% Mar 6, 2000 - Dec 12, 2003	-3.26% Feb 27, 2026 - May 19, 2026
#3	-41.96% May 10, 2006 - Oct 15, 2007	-1.12% Nov 26, 2025 - Feb 10, 2026
#4	-41.41% Jan 17, 2020 - Dec 1, 2020	-1.07% Oct 21, 2025 - Nov 24, 2025
#5	-32.89% Apr 5, 2004 - Dec 13, 2004	-1.05% Jul 13, 2022 - Jul 22, 2022
#6	-31.53% Mar 8, 2024 - Mar 30, 2026	-0.97% Sep 11, 2025 - Oct 13, 2025
#7	-24.71% Jan 13, 2022 - Sep 11, 2023	-0.54% Aug 4, 2025 - Aug 22, 2025
#8	-23.21% Jan 23, 2018 - Jan 13, 2020	-0.40% Jul 22, 2022 - Jul 28, 2022
#9	-19.93% Jan 3, 2005 - Jun 29, 2005	-0.24% Aug 29, 2025 - Sep 3, 2025
#10	-18.00% Sep 20, 2005 - Dec 22, 2005	-0.22% Feb 10, 2026 - Feb 12, 2026
#11	-17.60% Jan 14, 2004 - Apr 5, 2004	-0.21% Feb 13, 2026 - Feb 23, 2026
#12	-17.14% Oct 31, 2007 - Dec 6, 2007	-0.21% Oct 16, 2025 - Oct 21, 2025
#13	-12.67% Oct 15, 2007 - Oct 29, 2007	-0.19% Sep 8, 2025 - Sep 11, 2025
#14	-10.93% Sep 25, 2023 - Nov 17, 2023	-0.17% Aug 22, 2025 - Aug 26, 2025
#15	-10.70% Mar 3, 2006 - Apr 10, 2006	-0.13% Feb 23, 2026 - Feb 26, 2026

Correlation

Correlation between IFN and IBTM is 0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

0.27

-101

Dividend Comparison (2001 - 2026)

IFN vs IBTM dividend yield comparison.

Year	IFN	IBTM
2026	7.80%	1.64%
2025	16.09%	3.87%
2024	14.60%	3.96%
2023	8.97%	3.39%
2022	21.47%	1.38%
2021	15.21%	0.00%
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%