MarketGrader China A-Shares Consumer Discretionary 30 Index


Inception date: December 31, 2007. Chart returns are in USD.

Calendar Year Total Returns
Cumulative Returns - through 06/29/2022
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
YTD -17.2% -15.6% -13.0% -11.3%
1 Year -17.5% -15.1% -14.5% -12.0%
3 Years 11.4% 18.4% 9.0% 15.8%
5 Years -21.9% -13.8% -22.8% -14.9%
10 Years 57.0% 89.0% 65.1% 98.8%
Since Inception 65.8% 111.0% 52.7% 94.4%

Annualized Returns - through 06/29/2022
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 4.7% 6.8% 3.8% 5.9%
5 Years -4.8% -2.9% -5.0% -3.2%
10 Years 4.6% 6.6% 5.1% 7.1%
Since Inception 3.5% 5.3% 3.0% 4.7%

Standard Deviation - through 06/29/2022
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 22.2% 22.3% 20.0% 20.1%
5 Years 23.9% 23.8% 21.6% 21.6%
10 Years 26.8% 26.6% 25.4% 25.3%
Since Inception 28.4% 28.3% 27.7% 27.5%

Sharpe Ratio - through 06/29/2022
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 0.21 0.31 0.19 0.29
5 Years -0.20 -0.12 -0.23 -0.15
10 Years 0.17 0.25 0.20 0.28
Since Inception 0.12 0.19 0.11 0.17

The MarketGrader China A-Shares Consumer Discretionary 30 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.

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