2018 Indexes Report Card
CSI MarketGrader China New Economy Index
Annual Returns (price-only)
Cumulative and Annualized Returns (price-only) - through 07/15/2019
| Cumulative | Annualized | |||||||
|---|---|---|---|---|---|---|---|---|
| YTD | 3 Mo. | 1 Yr. | 3 Yr. | 5 Yr. | Since Inception* | 3 Yr. | 5 Yr. | 7 Yr. |
| 28.69% | -8.39% | -6.65% | -7.43% | 56.2% | 203.64% | -2.5% | 9.3% | 11.7% |
*Since Dec. 31, 2007
Annualized Returns, Standard Deviation & Sharpe Ratio - through 12/28/2018
| 3-Year | 5-Year | 7-Year | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Anlzd Return | Anlzd StdDev | Sharpe Ratio | Anlzd Return | Anlzd StdDev | Sharpe Ratio | Anlzd Return | Anlzd StdDev | Sharpe Ratio | |
| 14.84% | 18.09% | -0.82% | 16.76% | 32.79% | 0.18% | 10.51% | 45.8% | 0.44% | |
All returns in U.S. Dollars
The CSI MarketGrader China New Economy Index index was first published on October 1, 2014. 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.