CSI MarketGrader China New Economy Index


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
YTD 39.8% 41.5% 33.5% 35.0%
1 Year 50.1% 51.9% 41.5% 43.2%
3 Years 36.2% 41.8% 37.2% 42.8%
5 Years 37.6% 46.4% 44.5% 53.8%
10 Years 168.4% 200.9% 168.9% 201.4%
Since Inception 329.3% 389.3% 292.0% 346.8%

Annualized Returns - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 10.9% 12.3% 11.1% 12.6%
5 Years 6.6% 7.9% 7.6% 9.0%
10 Years 10.7% 11.9% 10.7% 12.0%
Since Inception 12.0% 13.2% 11.2% 12.4%

Standard Deviation - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 25.1% 25.1% 23.2% 23.3%
5 Years 26.9% 26.9% 25.4% 25.5%
10 Years 27.2% 27.2% 26.2% 26.2%
Since Inception 29.3% 29.3% 28.7% 28.7%

Sharpe Ratio - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 0.43 0.49 0.48 0.54
5 Years 0.25 0.29 0.30 0.35
10 Years 0.39 0.44 0.41 0.46
Since Inception 0.41 0.45 0.39 0.43

All returns in U.S. Dollars

The CSI MarketGrader China New Economy Index index was first published on March 20, 2015. 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. CSI is a registered trademark of China Securities Index Co.

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