Aberdeen New India Investment Trust PLC

10-Year Study

ANII.LSE · Financial Services · GB · Common Stock

Executive Summary: Aberdeen New India Investment Trust PLC has compounded at 7.9% annually over the last 10 years, with a maximum drawdown of 35.4% and an annualized volatility of 21.3%.

1Y CAGR
-15.6%
3Y CAGR
+8.8%
5Y CAGR
+4.9%
10Y CAGR
+7.9%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
35.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.29
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.41
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
20.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · +25.5%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -12.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-8.72.5-12.87.8————————-12.0%
2025-6.4-9.79.24.02.52.5-2.9-3.0-1.85.2-0.5-2.0-4.2%
20240.01.8-3.315.0-1.311.4-1.0-1.70.5-5.03.92.823.6%
2023-5.4-1.9-1.52.72.73.31.4-0.73.6-2.46.39.618.2%
2022-4.8-6.41.8-0.5-3.8-2.67.65.0-2.4-3.81.8-1.1-9.7%
2021-5.21.25.9-3.54.44.40.011.24.1-7.4-0.82.316.1%
2020-1.5-5.0-25.516.8-1.06.61.42.83.36.63.911.113.9%
2019-8.1-2.410.24.83.91.2-1.0-6.24.7-3.0-1.5-0.40.6%
2018-1.4-3.3-4.16.60.4-1.16.01.0-10.7-7.811.84.90.3%
20173.85.58.7-2.36.1-0.22.7-1.0-4.33.3-3.24.725.5%
2016———-0.44.59.26.72.2-1.97.1-10.61.818.4%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 21.3%. The dominant macroeconomic risk driver is VTI.US, accounting for 31.8% of variance. Idiosyncratic stock-specific factors contribute 29.2%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-019960.096617955594
2016-05-0110407.023455995732
2016-06-0111364.723823224595
2016-07-0112122.904080537575
2016-08-0112386.270881602048
2016-09-0112154.82742611187
2016-10-0113016.757756617848
2016-11-0111636.07386045303
2016-12-0111843.574006839026
2017-01-0112290.500844879161
2017-02-0112960.894301633221
2017-03-0114094.174669367634
2017-04-0113774.938013930827
2017-05-0114620.908271496583
2017-06-0114588.984925922288
2017-07-0114988.028345447909
2017-08-0114832.401635811486
2017-09-0114197.924742560632
2017-10-0114668.794889704952
2017-11-0114205.904779030743
2017-12-0114868.314999620838
2018-01-0114652.831617070879
2018-02-0114173.981433456449
2018-03-0113599.361213119128
2018-04-0114493.214889199402
2018-05-0114557.061580347992
2018-06-0114397.444852476516
2018-07-0115259.37518298249
2018-08-0115418.995110547825
2018-09-0113774.938013930827
2018-10-0112705.507537038857
2018-11-0114205.904779030743
2018-12-0114908.218381665241
2019-01-0113695.131249842016
2019-02-0113359.934521464987
2019-03-0114716.67830821947
2019-04-0115418.995110547825
2019-05-0116025.538676459437
2019-06-0116217.07874990521
2019-07-0116057.462022033733
2019-08-0115067.83510953672
2019-09-0115770.151911865074
2019-10-0115291.30172825064
2019-11-0115067.83510953672
2019-12-0115003.98841838813
2020-01-0114780.52499936806
2020-02-0114046.288051159267
2020-03-0110470.87014714432
2020-04-0112226.654153730571
2020-05-0112098.960771433389
2020-06-0112897.04761048463
2020-07-0113072.624411296327
2020-08-0113439.744485247651
2020-09-0113886.671323287786
2020-10-0114798.584071476042
2020-11-0115374.528965068623
2020-12-0117086.365176579904
2021-01-0116190.450897658113
2021-02-0116382.43252885564
2021-03-0117342.340684843275
2021-04-0116734.39885271777
2021-05-0117470.328438974957
2021-06-0118238.254963765066
2021-07-0118238.254963765066
2021-08-0120286.05902987202
2021-09-0121117.979431727974
2021-10-0119550.129443614835
2021-11-0119390.14475095023
2021-12-0119838.101890411126
2022-01-0118878.19373442349
2022-02-0117662.310070172487
2022-03-0117982.2794555017
2022-04-0117886.288639902934
2022-05-0117214.35293071159
2022-06-0116766.395791250692
2022-07-0118046.27333256754
2022-08-0118942.187611489335
2022-09-0118494.230472028437
2022-10-0117790.297824304173
2022-11-0118110.26720963338
2022-12-0117918.285578435854
2023-01-0116958.377422448222
2023-02-0116638.408037119007
2023-03-0116382.43252885564
2023-04-0116830.389668316537
2023-05-0117278.34680777743
2023-06-0117854.291701370013
2023-07-0118110.26720963338
2023-08-0117982.2794555017
2023-09-0118622.21822616012
2023-10-0118174.261086699225
2023-11-0119326.150873884388
2023-12-0121181.973308793815
2024-01-0121181.973308793815
2024-02-0121565.936571188868
2024-03-0120862.003923464606
2024-04-0123997.703899690878
2024-05-0123677.73451436167
2024-06-0126365.477351127043
2024-07-0126109.501842863672
2024-08-0125661.54470340278
2024-09-0125789.532457534464
2024-10-0124509.654916217616
2024-11-0125469.563072205252
2024-12-0126173.495719929517
2025-01-0124509.654916217616
2025-02-0122141.881464781447
2025-03-0124189.685530888404
2025-04-0125149.59368687604
2025-05-0125789.532457534464
2025-06-0126429.471228192884
2025-07-0125661.54470340278
2025-08-0124893.61817861267
2025-09-0124445.661039151775
2025-10-0125725.53858046862
2025-11-0125597.550826336937
2025-12-0125085.5998098102
2026-01-0122909.807989571556
2026-02-0123485.752883164136
2026-03-0120478.040661069546
2026-04-0122077.887587715606
Annual Return Matrix
YearAnnual Return
20170.25539089729461617
20180.002683786430770718
20190.006423975975604845
20200.1387882141817518
20210.16104868913857673
2022-0.09677419354838712
20230.18214285714285716
20240.2356495468277946
2025-0.041564792176039145
2026-0.11989795918367352
Total Factor Risk
0.2130179241507441
VTI.US Exposure
0.31772092455571427
VEA.US Exposure
0.07322781076252964
VWO.US Exposure
0.011113854170064956
QQQ.US Exposure
-0.029027679289725328
VTV.US Exposure
-0.026159539646364433
IJR.US Exposure
-0.010675010558410096
QUAL.US Exposure
-0.05585249345503058
SHV.US Exposure
0.22080947755003566
TLT.US Exposure
-0.014692183809967873
LQD.US Exposure
0.054809959508382876
HYG.US Exposure
0.040325528996330004
GLD.US Exposure
0.01507746988368861
USO.US Exposure
0.011686381758061859
VNQ.US Exposure
0.02005787632354343
BTC-USD.CC Exposure
-0.003540879135398186
CPER.US Exposure
-0.007155354181444224
VIX.INDX Exposure
0.04231006617613214
UUP.US Exposure
0.02028973006307822
TIP.US Exposure
0.027932543093744735
Idiosyncratic Exposure
0.29174151723503433
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
21.3%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$285.1M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-1.9%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-9.8%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
17.1% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.01
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Aberdeen New India Investment Trust PLC a high-risk investment?

Aberdeen New India Investment Trust PLC (ANII.LSE) has an annualized volatility of 21.3% and experienced a maximum drawdown of 35.4% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of ANII.LSE?

Over the past 10 years, ANII.LSE has generated a Compound Annual Growth Rate (CAGR) of 7.9%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

Run a Full Backtest on Aberdeen New India Investment Trust PLC

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest