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PBD vs IIF

Comparison between INVESCO GLOBAL CLEAN ENERGY ETF (PBD, ETF) and Morgan Stanley India Investment Fund Inc (IIF, ETF).

5-Year PerformanceIIF has outperformed PBD, delivering a return of +8.7% compared to -5.3%

PBD vs IIF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PBD
$233M
IIF
$232M
Expense Ratio
PBD
0.75%
IIF
N/A
Max Drawdown
Winner
PBD
79.25%
IIF
85.15%
Sharpe Ratio
Winner
PBD
2.09
IIF
-1.19
5Y Beta
PBD
1.03
Winner
IIF
0.47
5Y Dividends CAGR
PBD
22.17%
Winner
IIF
128.74%

PBD vs IIF - Historical Returns

Returns include dividend reinvestment.

1M
PBD
-3.12%
Winner
IIF
+4.19%
3M
Winner
PBD
+14.83%
IIF
+2.38%
6M
Winner
PBD
+27.72%
IIF
-9.69%
1Y
Winner
PBD
+68.94%
IIF
-12.79%
5Y(CAGR)
PBD
-5.26%
Winner
IIF
+8.65%
10Y(CAGR)
Winner
PBD
+9.04%
IIF
+8.33%
Max(CAGR)
PBD
+0.36%
Winner
IIF
+13.71%

PBD vs IIF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPBDIIF
2026+23.74%-11.01%
2025+41.06%+5.62%
2024-24.79%+30.11%
2023-10.02%+21.08%
2022-31.15%-10.32%
2021-23.91%+30.04%
2020+141.41%+5.23%
2019+41.07%+0.04%
2018-20.09%-21.78%
2017+27.84%+50.17%
2016-5.51%+8.14%
2015-0.11%-6.26%
2014-4.59%+58.58%
2013+50.73%-7.61%
2012-5.32%+27.71%
2011-40.89%-43.26%
2010-18.01%+22.07%
2009+28.38%+68.48%
2008-60.08%-55.37%
2007+26.14%+77.20%
2006N/A+43.07%
2005N/A+31.95%
2004N/A+16.57%
2003N/A+170.13%
2002N/A+14.42%
2001N/A-11.08%
2000N/A-26.41%
1999N/A+36.82%

PBD vs IIF Drawdown Comparison

The maximum drawdown for PBD was -78.61%, occurring on Jul 24, 2012. Recovery took 3250 trading sessions.

The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.

The current PBD drawdown is -43.61%. The current IIF drawdown is -14.98%.

RankPBDIIF
#1-78.61%
Dec 26, 2007 - Nov 20, 2020
-66.78%
Jan 2, 2008 - Oct 4, 2010
#2-75.38%
Jan 22, 2021 - Apr 8, 2025
-59.10%
Jan 23, 2018 - Aug 30, 2021
#3-16.85%
Jul 13, 2007 - Sep 27, 2007
-54.90%
Feb 8, 2000 - Aug 22, 2003
#4-13.00%
Nov 8, 2007 - Dec 26, 2007
-49.86%
Nov 5, 2010 - Nov 18, 2014
#5-5.80%
Jan 7, 2021 - Jan 21, 2021
-36.83%
May 10, 2006 - Jul 9, 2007
#6-3.48%
Nov 27, 2020 - Dec 8, 2020
-34.47%
Jan 13, 2004 - Dec 21, 2004
#7-3.04%
Oct 17, 2007 - Oct 24, 2007
-28.32%
Mar 5, 2015 - Feb 2, 2017
#8-2.27%
Nov 1, 2007 - Nov 6, 2007
-24.17%
Jun 27, 2025 - Mar 30, 2026
#9-2.24%
Dec 8, 2020 - Dec 15, 2020
-23.35%
Jan 12, 2022 - Dec 6, 2023
#10-2.21%
Oct 2, 2007 - Oct 17, 2007
-21.21%
Sep 19, 2005 - Jan 6, 2006
#11-1.80%
Jun 18, 2007 - Jun 28, 2007
-17.77%
Mar 4, 2005 - Jun 22, 2005
#12-1.29%
Jul 3, 2007 - Jul 9, 2007
-17.61%
Sep 27, 2024 - Jun 11, 2025
#13-1.07%
Dec 23, 2020 - Dec 30, 2020
-15.76%
Nov 4, 2003 - Dec 1, 2003
#14-0.46%
Dec 30, 2020 - Jan 4, 2021
-15.75%
Jul 23, 2007 - Sep 19, 2007
#15-0.38%
Jun 28, 2007 - Jul 2, 2007
-15.56%
Oct 29, 2007 - Dec 5, 2007

Correlation

Correlation between PBD and IIF is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

Dividend Comparison (2000 - 2026)

PBD vs IIF dividend yield comparison.

YearPBDIIF
20260.09%0.00%
20252.71%7.95%
20241.81%10.67%
20232.85%14.61%
20222.98%19.62%
20210.67%3.75%
20200.48%0.02%
20191.83%0.14%
20181.86%30.40%
20171.76%15.23%
20162.04%4.46%
20151.24%0.16%
20141.05%0.00%
20130.88%0.00%
20122.17%0.00%
20111.59%8.41%
20100.14%9.64%
20090.10%0.00%
20080.18%152.11%
20070.00%52.30%
20060.00%10.43%
20050.00%10.39%
20040.00%0.30%
20030.00%0.75%
20020.00%0.13%
20010.00%12.29%
20000.00%14.49%

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