INDY Performance — iShares India 50 ETF
Data updated: 2026-08-24
INDY returned −11.49% year to date and −13.27% over one year to Jun 2026. Annualised returns are +1.84% over 3 years and +2.46% over 5 years. The fund trailed its India Equity category average: $100 invested three years ago grew to $106, against $119 for the category, and to $87 over one year, against $89. Volatility over the past three years was 13.37% a year. In the 12 months to Jun 2026 the fund lost a net $16.8M, and assets reached $558.00M.
INDY Growth of $100
What $100 invested in iShares India 50 ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the India Equity category average over the same months.
| Period | INDY | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $87 | $89 |
| 3 years (Jul 2023 – Jun 2026) | $106 | $119 |
| 5 years (Jul 2021 – Jun 2026) | $113 | $121 |
| Since data start (Jul 2019 – Jun 2026) | $137 | $156 |
INDY Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | −11.49% |
| 1 year | −13.27% |
| 3 years (annualised) | +1.84% |
| 5 years (annualised) | +2.46% |
INDY Annual Returns
Calendar-year total returns of iShares India 50 ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | −11.49% |
| 2025 | +4.44% |
| 2024 | +4.02% |
| 2023 | +17.05% |
| 2022 | −7.86% |
| 2021 | +19.28% |
| 2020 | +10.66% |
| 2019 (Jul–Dec) | +0.32% |
INDY Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.8% | +0.5% | −11.9% | +5.2% | −2.2% | +2.1% | — | — | — | — | — | — |
| 2025 | −1.5% | −5.4% | +7.0% | +4.1% | +0.5% | +2.2% | −4.7% | −1.8% | −0.1% | +4.2% | +1.4% | −0.7% |
| 2024 | +0.4% | +1.1% | +1.3% | +0.3% | +0.3% | +5.5% | +2.5% | +0.8% | +1.5% | −5.7% | −0.2% | −3.3% |
| 2023 | −0.3% | −3.2% | +1.5% | +3.7% | +0.4% | +4.4% | +2.2% | −2.7% | +1.3% | −2.5% | +4.8% | +6.7% |
| 2022 | +0.7% | −4.7% | +1.8% | −3.2% | −3.4% | −5.0% | +7.4% | +0.4% | −4.7% | +3.4% | +5.5% | −5.4% |
| 2021 | −2.3% | +5.0% | +1.8% | −1.8% | +7.4% | −0.5% | +0.3% | +9.4% | +0.6% | +0.1% | −4.2% | +2.9% |
| 2020 | −1.6% | −7.1% | −26.7% | +15.5% | −3.5% | +7.6% | +8.5% | +4.4% | −1.4% | +3.0% | +10.4% | +8.4% |
| 2019 | — | — | — | — | — | — | −4.8% | −4.3% | +4.5% | +3.4% | +0.1% | +1.8% |
INDY Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.37%
- 3-year Sharpe ratio: -0.20 (vs 4.5% risk-free rate)
- Best month: +7.00% (Mar 2025)
- Worst month: −11.92% (Mar 2026)
INDY Fund Flows
Monthly money in and out of iShares India 50 ETF, from SEC Form N-PORT.
- 12-month net flow: −$16.8M
- 12-month gross sales (incl. reinvestments): $45.0M
- Sales ÷ redemptions: 0.73×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $0 | $12.7M | −$12.7M |
| May 2026 | $0 | $12.7M | −$12.7M |
| Apr 2026 | $0 | $0 | $0 |
| Mar 2026 | $0 | $0 | $0 |
| Feb 2026 | $16.9M | $0 | $16.9M |
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $7.2M | $9 | $7.2M |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $20.9M | $0 | $20.9M |
| Aug 2025 | $0 | $36.4M | −$36.4M |
| Jul 2025 | $0 | $0 | $0 |
INDY Assets Under Management
Net assets of iShares India 50 ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $558.00M |
| 2026-03-31 | $557.37M |
| 2025-12-31 | $644.19M |
| 2025-09-30 | $658.00M |
| 2025-06-30 | $720.26M |
| 2025-03-31 | $645.87M |
| 2024-12-31 | $915.70M |
| 2024-09-30 | $1.00B |
| 2024-06-30 | $942.47M |
| 2024-03-31 | $868.71M |
| 2023-12-31 | $761.93M |
| 2023-09-30 | $664.93M |
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.