INCO Performance — Columbia India Consumer ETF

Data updated: 2026-08-28

INCO returned −8.68% year to date and −8.46% over one year to Jun 2026. Annualised returns are +6.89% over 3 years and +6.81% over 5 years. The fund beat its India Equity category average: $100 invested three years ago grew to $122, against $119 for the category, and to $92 over one year, against $89. Volatility over the past three years was 18.21% a year. In the 12 months to Jun 2026 the fund lost a net $71.2M, and assets reached $225.89M.

INCO Growth of $100

What $100 invested in Columbia India Consumer ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the India Equity category average over the same months.

PeriodINCOCategory average
1 year (Jul 2025 – Jun 2026)$92$89
3 years (Jul 2023 – Jun 2026)$122$119
5 years (Jul 2021 – Jun 2026)$139$121
Since data start (Jul 2019 – Jun 2026)$182$156

INCO Trailing Returns

Total returns to Jun 2026, from SEC N-PORT.

PeriodTotal return
YTD−8.68%
1 year−8.46%
3 years (annualised)+6.89%
5 years (annualised)+6.81%

INCO Annual Returns

Calendar-year total returns of Columbia India Consumer ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–Jun)−8.68%
2025+0.33%
2024+13.78%
2023+34.11%
2022−7.38%
2021+19.70%
2020+14.04%
2019 (Jul–Dec)+3.17%

INCO Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026−6.2%+3.5%−15.7%+10.4%−0.4%+1.4%——————
2025−3.4%−10.8%+7.2%+6.5%−0.1%+1.8%−2.5%+3.0%−0.5%+0.8%−0.4%−0.1%
2024+1.8%+4.5%+1.9%+1.7%+0.3%+7.6%+5.0%+0.6%+3.4%−9.4%−1.1%−2.2%
2023+1.1%−3.1%−0.3%+5.9%+4.8%+5.5%+1.1%−0.7%+2.0%−0.7%+8.4%+6.3%
2022−1.3%−4.1%−2.1%+1.4%+0.5%−5.8%+8.8%+3.4%−4.2%0.0%+1.7%−5.1%
2021+1.8%+1.3%+2.2%−3.6%+9.4%+0.3%−0.4%+5.7%+1.6%+0.9%−3.7%+3.3%
2020+0.7%−7.5%−22.0%+14.3%+2.1%+5.5%+4.8%+4.8%+1.0%−2.7%+10.6%+7.0%
2019——————−6.6%−0.7%+8.4%+7.4%−5.3%+0.9%

INCO Risk

Risk measures from monthly returns over Jul 2023 – Jun 2026.

  • 3-year volatility (annualised): 18.21%
  • 3-year Sharpe ratio: 0.13 (vs 4.5% risk-free rate)
  • Best month: +10.41% (Apr 2026)
  • Worst month: −15.65% (Mar 2026)

INCO Fund Flows

Monthly money in and out of Columbia India Consumer ETF, from SEC Form N-PORT.

  • 12-month net flow: −$71.2M
  • 12-month gross sales (incl. reinvestments): $9.5M
  • Sales ÷ redemptions: 0.12×
MonthSalesRedemptionsNet flow
Jun 2026$2.8M$2.9M−$57K
May 2026$0$8.8M−$8.8M
Apr 2026$0$2.7M−$2.7M
Mar 2026$0$11.4M−$11.4M
Feb 2026$6.5M$0$6.5M
Jan 2026$68K$19.4M−$19.3M
Dec 2025$0$0$0
Nov 2025$19K$3.3M−$3.3M
Oct 2025$28K$0$28K
Sep 2025$0$9.8M−$9.8M
Aug 2025$46K$15.9M−$15.8M
Jul 2025$38K$6.5M−$6.4M

INCO Assets Under Management

Net assets of Columbia India Consumer ETF by report date, from SEC N-PORT filings.

Report dateNet assets
2026-06-30$225.89M
2026-03-31$213.19M
2025-12-31$285.85M
2025-09-30$288.62M
2025-06-30$321.41M
2025-03-31$317.81M
2024-12-31$379.42M
2024-09-30$483.88M
2024-06-30$341.63M
2024-03-31$248.14M
2023-12-31$146.53M
2023-09-30$119.76M

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.