IFN vs SPY
Comparison between India Fund Inc (IFN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed IFN, delivering a return of +13.3% compared to +0.1%
IFN vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IFN
$538M
Winner
SPY
$735B
Expense Ratio
IFN
N/A
SPY
0.09%
Max Drawdown
IFN
84.81%
Winner
SPY
56.47%
Sharpe Ratio
IFN
-1.70
Winner
SPY
1.62
5Y Beta
Winner
IFN
0.49
SPY
1.00
P/E Ratio
IFN
N/A
SPY
28.99
Forward P/E
IFN
N/A
SPY
22.37
5Y Dividends CAGR
Winner
IFN
5.70%
SPY
5.43%
5Y EPS CAGR
IFN
N/A
SPY
26.05%
Debt to Equity
IFN
N/A
SPY
32.40%
P/S Ratio
IFN
N/A
SPY
3.74
P/B Ratio
IFN
N/A
SPY
5.61
IFN vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
IFN
-5.29%
Winner
SPY
+1.90%
3M
IFN
-11.67%
Winner
SPY
+8.55%
6M
IFN
-17.22%
Winner
SPY
+8.18%
1Y
IFN
-22.36%
Winner
SPY
+25.79%
5Y(CAGR)
IFN
+0.10%
Winner
SPY
+13.32%
10Y(CAGR)
IFN
+5.83%
Winner
SPY
+15.19%
Max(CAGR)
Winner
IFN
+9.80%
SPY
+8.47%
IFN vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IFN | SPY |
|---|---|---|
| 2026 | -18.05% | +8.26% |
| 2025 | -1.32% | +18.00% |
| 2024 | -2.20% | +25.59% |
| 2023 | +32.46% | +26.72% |
| 2022 | -17.34% | -18.64% |
| 2021 | +22.42% | +30.52% |
| 2020 | +11.04% | +17.28% |
| 2019 | +11.21% | +31.09% |
| 2018 | -5.34% | -5.24% |
| 2017 | +39.00% | +20.78% |
| 2016 | +3.59% | +13.59% |
| 2015 | -6.72% | +1.31% |
| 2014 | +41.45% | +14.56% |
| 2013 | -2.50% | +29.00% |
| 2012 | +18.26% | +14.17% |
| 2011 | -43.26% | +0.85% |
| 2010 | +25.52% | +13.14% |
| 2009 | +59.56% | +22.67% |
| 2008 | -60.29% | -36.25% |
| 2007 | +60.19% | +5.32% |
| 2006 | +23.68% | +13.85% |
| 2005 | +45.06% | +5.32% |
| 2004 | +19.71% | +10.75% |
| 2003 | +136.57% | +24.18% |
| 2002 | +10.29% | -22.42% |
| 2001 | -21.06% | -10.13% |
| 2000 | -32.29% | -8.84% |
| 1999 | +40.99% | +8.61% |
IFN vs SPY Drawdown Comparison
The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current IFN drawdown is -29.77%. The current SPY drawdown is -2.90%.
| Rank | IFN | SPY |
|---|---|---|
| #1 | -71.83% Jan 14, 2008 - May 16, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -65.52% Mar 6, 2000 - Dec 12, 2003 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.96% May 10, 2006 - Oct 15, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -41.41% Jan 17, 2020 - Dec 1, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.89% Apr 5, 2004 - Dec 13, 2004 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -31.53% Mar 8, 2024 - Mar 30, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.71% Jan 13, 2022 - Sep 11, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -23.21% Jan 23, 2018 - Jan 13, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.93% Jan 3, 2005 - Jun 29, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.00% Sep 20, 2005 - Dec 22, 2005 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.60% Jan 14, 2004 - Apr 5, 2004 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.14% Oct 31, 2007 - Dec 6, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.67% Oct 15, 2007 - Oct 29, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.93% Sep 25, 2023 - Nov 17, 2023 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.70% Mar 3, 2006 - Apr 10, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between IFN and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
IFN vs SPY dividend yield comparison.
| Year | IFN | SPY |
|---|---|---|
| 2026 | 7.80% | 0.24% |
| 2025 | 16.09% | 1.07% |
| 2024 | 14.60% | 1.21% |
| 2023 | 8.97% | 1.40% |
| 2022 | 21.47% | 1.65% |
| 2021 | 15.21% | 1.20% |
| 2020 | 9.77% | 1.52% |
| 2019 | 11.57% | 1.75% |
| 2018 | 22.25% | 2.04% |
| 2017 | 12.11% | 1.80% |
| 2016 | 7.97% | 2.03% |
| 2015 | 8.02% | 2.06% |
| 2014 | 7.22% | 1.87% |
| 2013 | 4.76% | 1.81% |
| 2012 | 11.34% | 2.18% |
| 2011 | 6.09% | 2.05% |
| 2010 | 11.02% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 38.91% | 3.02% |
| 2007 | 15.44% | 1.85% |
| 2006 | 11.15% | 1.73% |
| 2005 | 11.23% | 1.73% |
| 2004 | 5.13% | 1.82% |
| 2003 | 0.52% | 1.47% |
| 2002 | 0.80% | 1.70% |
| 2001 | 0.74% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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