CSI MarketGrader Shanghai - Hong Kong - Shenzhen 120 Index


*Inception date: November 14, 2014.

Calendar Year Total Returns
Cumulative Returns - through 12/07/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
YTD 6.4% 9.4% 3.8% 6.7%
1 Year 8.9% 11.9% 6.1% 9.1%
3 Years 84.1% 98.6% 70.5% 84.0%
5 Years 84.1% 107.3% 70.4% 91.8%
10 Years 127.9% 166.4% 135.3% 175.0%
Since Inception 142.1% 182.9% 151.6% 194.0%

Annualized Returns - through 12/07/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 22.6% 25.7% 19.5% 22.5%
5 Years 13.0% 15.7% 11.2% 13.9%
10 Years 8.7% 10.4% 9.1% 10.8%
Since Inception 13.3% 15.8% 13.9% 16.4%

Standard Deviation - through 12/07/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 18.7% 18.7% 17.0% 17.1%
5 Years 18.4% 18.4% 16.3% 16.4%
10 Years 22.3% 22.3% 20.5% 20.5%
Since Inception 22.3% 22.3% 20.5% 20.5%

Sharpe Ratio - through 12/07/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 1.21 1.37 1.15 1.32
5 Years 0.71 0.85 0.69 0.85
10 Years 0.39 0.47 0.44 0.53
Since Inception 0.60 0.71 0.68 0.80

All returns in U.S. Dollars

The CSI MarketGrader Shanghai - Hong Kong - Shenzhen 120 Index index was first published on May 1, 2020. 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.

Get Access to the World's Smartest Global Research Platform

Don't wait another day to make better informed, higher-returning investments.

TRY IT FOR FREE