INCO:ARCA-Columbia India Consumer (USD)

ETF | India Equity | NYSE Arca

Last Closing

USD 64.9

Change

0.00 (0.00)%

Market Cap

USD 0.07B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks investment results that correspond to the price and yield performance of the Indxx India Consumer Index. The fund will invest at least 80% of its net assets in Indian consumer companies included in the INCO underlying index and the advisor generally expects to be substantially invested at such times, with at least 95% of its net assets invested in these securities. The INCO underlying index is a maximum 30-stock free-float adjusted market capitalization-weighted index designed to measure the market performance of companies in the consumer industry in India, as defined by Indxx's proprietary methodology. It is non-diversified.

Inception Date: 10/08/2011

Primary Benchmark: Indxx India Consumer TR USD

Primary Index: MSCI ACWI Ex USA NR USD

Gross Expense Ratio: 0.89%

Management Expense Ratio: 0.77 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for India Equity

Symbol Name Mer Price(Change) Market Cap
FLIN Franklin FTSE India ETF 0.19 %

-0.14 (-0.36%)

USD 1.72B
EPI WisdomTree India Earnings Fund 0.85 %

-0.20 (-0.43%)

N/A
PIN Invesco India ETF 0.82 %

+0.01 (+0.04%)

N/A

ETFs Containing INCO

ION Proshares S&P Global Core.. 3.53 % 0.00 %

-0.11 (-0.42%)

USD 2.80M

Market Performance

  Market Performance vs. Industry/Classification (India Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.41% 75% C 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.41% 50% F 55% F
Trailing 12 Months  
Capital Gain 11.11% 75% C 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 11.11% 50% F 58% F
Trailing 5 Years  
Capital Gain 54.05% 50% F 76% C+
Dividend Return 25.10% 75% C 74% C
Total Return 79.15% 75% C 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 16.34% 50% F 77% C+
Dividend Return 19.01% 25% F 78% C+
Total Return 2.67% 75% C 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 21.70% 50% F 51% F
Risk Adjusted Return 87.62% 25% F 92% A
Market Capitalization 0.07B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.