LGI vs INCO

Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and COLUMBIA INDIA CONSUMER ETF (INCO, ETF).

5-Year PerformanceLGI has outperformed INCO, delivering a return of +6.9% compared to +5.6%

LGI vs INCO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGI(ETF)	INCO(ETF)
Net Assets	$233M	$233M
Expense Ratio	N/A	0.75%
Max Drawdown	67.17%	47.90%
Sharpe Ratio	1.13	-0.79
5Y Beta	0.77	0.41
5Y Dividends CAGR	6.33%	138.31%

Net Assets

Winner

LGI

$233M

INCO

$233M

Expense Ratio

LGI

N/A

INCO

0.75%

Max Drawdown

LGI

67.17%

Winner

INCO

47.90%

Sharpe Ratio

Winner

LGI

1.13

INCO

-0.79

5Y Beta

LGI

0.77

Winner

INCO

0.41

5Y Dividends CAGR

LGI

6.33%

Winner

INCO

138.31%

LGI vs INCO - Historical Returns

Returns include dividend reinvestment.

Period	LGI	INCO
1 month	+4.19%	-3.51%
3 months	-0.84%	-5.78%
6 months	+7.69%	-11.23%
1 year	+24.09%	-10.67%
5 years(CAGR)	+6.91%	+5.65%
10 years(CAGR)	+13.33%	+8.21%
Max(CAGR)	+8.36%	+9.06%

Winner

LGI

+4.19%

INCO

-3.51%

Winner

LGI

-0.84%

INCO

-5.78%

Winner

LGI

+7.69%

INCO

-11.23%

Winner

LGI

+24.09%

INCO

-10.67%

5Y(CAGR)

Winner

LGI

+6.91%

INCO

+5.65%

10Y(CAGR)

Winner

LGI

+13.33%

INCO

+8.21%

Max(CAGR)

LGI

+8.36%

Winner

INCO

+9.06%

LGI vs INCO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	LGI	INCO
2026	+8.56%	-12.36%
2025	+21.51%	-1.91%
2024	+15.23%	+13.15%
2023	+11.58%	+35.63%
2022	-21.14%	-7.89%
2021	+25.87%	+18.54%
2020	+16.65%	+13.93%
2019	+31.99%	-2.43%
2018	-10.66%	-11.27%
2017	+38.76%	+50.99%
2016	+15.48%	+2.44%
2015	-10.65%	-1.95%
2014	-2.44%	+46.94%
2013	+21.92%	-11.35%
2012	+21.19%	+50.22%
2011	-5.56%	-20.08%
2010	+7.57%	N/A
2009	+29.91%	N/A
2008	-42.31%	N/A
2007	+11.82%	N/A
2006	+34.42%	N/A
2005	+1.49%	N/A
2004	+0.25%	N/A

LGI vs INCO Drawdown Comparison

The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.

The maximum drawdown for INCO was -47.69%, occurring on Mar 23, 2020. Recovery took 759 trading sessions.

The current LGI drawdown is -6.13%. The current INCO drawdown is -24.89%.

Rank	LGI	INCO
#1	-63.35% Dec 31, 2007 - Jan 4, 2013	-47.69% Jan 5, 2018 - Jan 12, 2021
#2	-42.90% Feb 19, 2020 - Sep 15, 2020	-30.81% Jan 2, 2013 - Apr 1, 2014
#3	-34.82% Jul 3, 2014 - Apr 24, 2017	-29.95% Sep 23, 2024 - Mar 30, 2026
#4	-32.83% Sep 3, 2021 - Aug 16, 2024	-27.77% Mar 18, 2015 - Mar 15, 2017
#5	-24.45% Mar 16, 2018 - Jun 20, 2019	-23.31% Sep 7, 2011 - Sep 21, 2012
#6	-21.93% Sep 27, 2024 - Jun 30, 2025	-22.05% Oct 15, 2021 - Jun 30, 2023
#7	-21.25% Feb 25, 2026 - Mar 30, 2026	-9.25% Feb 17, 2021 - May 25, 2021
#8	-18.75% May 10, 2004 - Dec 1, 2004	-9.24% Dec 5, 2014 - Jan 13, 2015
#9	-14.31% Jul 13, 2007 - Oct 5, 2007	-7.48% Sep 18, 2014 - Nov 4, 2014
#10	-13.89% May 20, 2013 - Dec 23, 2013	-7.09% Jan 22, 2015 - Mar 5, 2015
#11	-10.00% May 10, 2006 - Aug 15, 2006	-6.97% Jul 3, 2014 - Aug 19, 2014
#12	-9.74% Feb 26, 2007 - Apr 5, 2007	-6.73% Sep 19, 2017 - Oct 27, 2017
#13	-8.86% Jan 29, 2018 - Mar 12, 2018	-6.39% Oct 4, 2012 - Nov 27, 2012
#14	-8.25% Dec 26, 2013 - Mar 7, 2014	-5.81% Apr 8, 2014 - May 12, 2014
#15	-7.76% Sep 16, 2020 - Nov 9, 2020	-5.46% Aug 15, 2011 - Sep 7, 2011

Correlation

Correlation between LGI and INCO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

LGI vs INCO dividend yield comparison.

Year	LGI	INCO
2026	4.23%	0.00%
2025	10.09%	0.00%
2024	9.19%	2.88%
2023	7.32%	3.81%
2022	10.22%	10.57%
2021	9.77%	6.25%
2020	7.18%	0.34%
2019	6.44%	0.28%
2018	19.89%	0.12%
2017	5.45%	0.05%
2016	6.94%	0.09%
2015	8.51%	0.00%
2014	7.89%	0.08%
2013	6.18%	0.00%
2012	7.81%	0.00%
2011	7.86%	0.00%
2010	7.17%	0.00%
2009	6.69%	0.00%
2008	12.06%	0.00%
2007	7.12%	0.00%
2006	10.36%	0.00%
2005	6.74%	0.00%
2004	3.23%	0.00%