MarketGrader China New Economy Index

*Inception date: December 31, 2007.

Calendar Year Total Returns
INDEX MG China New Economy (PR) - AUD MG China New Economy (TR) - AUD MG China New Economy (PR) - CNY MG China New Economy (TR) - CNY
2023 -7.1% -4.3% -5.2% -2.5%
2022 -27.8% -26.4% -26.4% -25.0%
2021 18.2% 8.1% 19.2% 9.0%
2020 26.6% 30.5% 28.2% 32.1%
2019 39.2% 41.1% 41.2% 43.1%
2018 -21.7% -25.7% -20.7% -24.7%
2017 5.9% 7.0% 7.1% 8.2%
2016 -20.0% -15.0% -19.1% -14.0%
2015 87.0% 74.5% 88.4% 75.9%
2014 24.1% 16.5% 25.9% 18.2%
2013 56.1% 30.7% 58.1% 32.4%
2012 5.1% 5.4% 6.2% 6.5%
Cumulative Returns - through 05/21/2024
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
YTD 4.2% 4.8% 3.5% 4.0%
1 Year -9.5% -7.7% -6.5% -4.5%
3 Years -20.8% -17.0% -23.6% -19.9%
5 Years 14.5% 23.3% 15.5% 24.4%
10 Years 149.1% 184.1% 109.1% 138.5%
Since Inception 309.7% 395.3% 208.2% 272.6%

Annualized Returns - through 05/21/2024
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
3 Years -7.5% -6.0% -8.6% -7.1%
5 Years 2.7% 4.3% 2.9% 4.5%
10 Years 9.6% 11.0% 7.7% 9.1%
Since Inception 9.0% 10.2% 7.1% 8.3%

Standard Deviation - through 05/21/2024
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
3 Years 21.9% 22.0% 20.2% 20.3%
5 Years 19.9% 20.0% 19.8% 19.9%
10 Years 25.6% 25.6% 25.2% 25.2%
Since Inception 26.5% 26.6% 27.1% 27.1%

Sharpe Ratio - through 05/21/2024
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
3 Years -0.34 -0.27 -0.43 -0.35
5 Years 0.14 0.21 0.15 0.23
10 Years 0.38 0.43 0.31 0.36
Since Inception 0.34 0.38 0.26 0.31

The China New Economy Index index was first published on August 18, 2021. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.

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