Columbia International Equity Income ETF (INEQ) Performance
INEQ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.7% since Dec 31, 2025
- 1 year
- +13.3% total return
- 5 years
- +12.4% a year
- 10 years
- +9.4% a year
- Since first price
- +9.7% a year since 2016
INEQ trailing returns vs SPY, QQQ, AGG
| Period | INEQ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.9% | −4.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.0% | −1.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +0.8% | −1.5% | +7.8% | +8.4% | −1.5% |
| YTD | +6.7% | +4.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.3% | +2.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +76.8%+20.9%/yr | +50.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +79.1%+12.4%/yr | +41.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +144.6%+9.4%/yr | +52.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionJun 13, 2016 | +159.9%+9.7%/yr | +60.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: INEQ vs SPY
From Jun 13, 2016: INEQ grew to $25,993, SPY to $43,130.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
INEQ returns by calendar year
6 of 9 full years positive. Best 2025 (+39.8%), worst 2018 (−16.3%). 2026 is year to date.
INEQ annual returns table
| Year | INEQ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.7% | −9.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +39.8% | −14.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.0% | −8.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.9% | −8.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −6.0% | −24.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +10.2% | −9.4% | +28.7% | +27.4% | −1.8% |
| 2020 | −0.5% | −35.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +15.8% | −10.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −16.3% | −22.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +24.9% | −2.1% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
INEQ largest drawdowns
Now 8.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 29, 2018 | −40.3% | Mar 23, 2020 | Mar 15, 2021 | 2.1 years | 3.1 years |
| Sep 13, 2021 | −24.5% | Sep 27, 2022 | Apr 21, 2023 | 1.0 years | 1.6 years |
| Mar 19, 2025 | −14.4% | Apr 8, 2025 | May 12, 2025 | 20 days | 54 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
INEQ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2016 |
|---|---|---|---|---|
| Annualized return | +20.5% | +13.0% | +9.5% | +10.0% |
| Volatility (annualized) | 11.5% | 14.5% | 15.2% | 15.0% |
| Sharpe ratio | 1.31 | 0.67 | 0.53 | 0.56 |
| Sortino ratio | 2.37 | 1.09 | 0.80 | 0.86 |
| Best month | +7.6% | +13.8% | +14.8% | +14.8% |
| Worst month | −5.6% | −9.9% | −16.1% | −16.1% |
| Best 12 months | +45.7% | +45.7% | +48.2% | +48.2% |
| Worst 12 months | +6.0% | −21.0% | −21.8% | −21.8% |
| Positive months | 67% | 60% | 61% | 62% |
| Beta vs S&P 500 | 0.38 | 0.61 | 0.74 | — |
| Correlation with S&P 500 | 0.41 | 0.66 | 0.74 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
INEQ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 113 | −21.8% | +11.8% | +48.2% | 71% |
| 3-year (a year) | 89 | −6.4% | +6.8% | +25.5% | 85% |
| 5-year (a year) | 65 | −2.4% | +6.8% | +16.0% | 95% |
| 10-year (a year) | 5 | +9.4% | +9.9% | +10.2% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
INEQ performance overview
Columbia International Equity Income ETF (INEQ) returned +13.3% over the past year and +9.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +9.7% a year, turning $10,000 into about $25,993. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −40.3%, from Jan 29, 2018 to Mar 23, 2020, and it took 12 months to get back to the old high. INEQ finished 6 of its 9 full calendar years with a gain; the best year was 2025 (+39.8%) and the worst 2018 (−16.3%). Volatility has been 15.0% a year.
Related: INEQ chart, INEQ holdings, INEQ dividends. See the INEQ overview for the latest quote and fund facts.
INEQ performance FAQ
What is the INEQ return over the past year?
INEQ returned +13.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 2.1%.
What is the average annual return of INEQ?
INEQ has returned +12.4% a year over 5 years, +9.4% a year over 10 years, +9.7% a year since June 13, 2016 (total return, distributions reinvested).
How much would $10,000 invested in INEQ be worth?
$10,000 invested in INEQ at its first recorded close on June 13, 2016 would be worth about $25,993 on October 23, 2026 with distributions reinvested.
What was the worst year for INEQ?
The worst calendar year was 2018, with a total return of −16.3%. The best was 2025 at +39.8%.
What is the biggest drawdown of INEQ?
The largest peak-to-trough decline was −40.3% between January 29, 2018 and March 23, 2020. It recovered to the old high on March 15, 2021, 12 months after the bottom.
How volatile is INEQ?
Over the past 3 years INEQ had an annualized volatility of 11.5% and a Sharpe ratio of 1.31 (excess return over 1–3 month T-bills per unit of risk).