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 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
YTD 30.4% 32.3% 24.9% 26.7%
1 Year 41.9% 43.9% 33.9% 35.8%
3 Years -10.8% -5.8% -10.4% -5.3%
5 Years -8.5% -0.2% -4.1% 4.7%
10 Years 40.3% 66.3% 40.7% 66.8%
Since Inception 94.7% 138.1% 78.6% 118.4%

Annualized Returns - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years -3.7% -2.0% -3.6% -1.8%
5 Years -1.8% 0.0% -0.8% 0.9%
10 Years 3.7% 5.5% 3.7% 5.5%
Since Inception 5.3% 7.0% 4.6% 6.3%

Standard Deviation - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 26.8% 26.7% 24.2% 24.1%
5 Years 27.4% 27.3% 25.6% 25.5%
10 Years 26.9% 26.7% 25.7% 25.6%
Since Inception 29.3% 29.2% 28.7% 28.5%

Sharpe Ratio - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years -0.14 -0.07 -0.15 -0.07
5 Years -0.07 0.00 -0.03 0.04
10 Years 0.14 0.21 0.14 0.21
Since Inception 0.18 0.24 0.16 0.22

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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