MarketGrader China All-Cap Growth Leaders


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 10/22/2020
Price Return Total Return
YTD 31.2% 33.5%
1 Year 42.7% 45.3%
3 Years 43.3% 51.8%
5 Years 109.0% 128.7%
10 Years 148.8% 211.3%
Since Inception 126.3% 197.4%

Annualized Returns - through 10/22/2020
Price Return Total Return
3 Years 12.9% 15.1%
5 Years 16.4% 18.5%
10 Years 9.8% 12.3%
Since Inception 6.6% 8.9%

Standard Deviation - through 10/23/2020
Price Return Total Return
3 Years 22.6% 22.6%
5 Years 22.4% 22.5%
10 Years 22.0% 21.9%
Since Inception 26.0% 25.9%

Sharpe Ratio - through 10/23/2020
Price Return Total Return
3 Years 0.57 0.67
5 Years 0.73 0.82
10 Years 0.44 0.56
Since Inception 0.25 0.34

All returns in U.S. Dollars

The MarketGrader China All-Cap Growth Leaders index was first published on February 21, 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.

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