MarketGrader China New Economy Index
*Inception date: December 31, 2007.
Calendar Year Total Returns
Cumulative Returns - through 06/02/2023
|
PR - (AUD) |
TR - (AUD) |
PR - (CNY) |
TR - (CNY) |
| YTD |
6.3% |
7.1% |
5.6% |
6.4% |
| 1 Year |
2.3% |
4.1% |
-1.1% |
0.6% |
| 3 Years |
0.2% |
4.3% |
-4.6% |
-0.7% |
| 5 Years |
15.4% |
23.5% |
9.9% |
17.6% |
| 10 Years |
195.0% |
234.8% |
131.4% |
162.7% |
| Since Inception |
349.7% |
434.5% |
228.6% |
290.6% |
Annualized Returns - through 06/02/2023
|
PR - (AUD) |
TR - (AUD) |
PR - (CNY) |
TR - (CNY) |
| 3 Years |
0.1% |
1.4% |
-1.6% |
-0.2% |
| 5 Years |
2.8% |
4.2% |
2.0% |
3.4% |
| 10 Years |
11.2% |
12.6% |
8.6% |
10.0% |
| Since Inception |
10.2% |
11.4% |
8.0% |
9.2% |
Standard Deviation - through 06/02/2023
|
PR - (AUD) |
TR - (AUD) |
PR - (CNY) |
TR - (CNY) |
| 3 Years |
21.8% |
22.0% |
21.1% |
21.3% |
| 5 Years |
22.8% |
22.9% |
22.3% |
22.4% |
| 10 Years |
25.7% |
25.7% |
25.2% |
25.2% |
| Since Inception |
26.9% |
26.9% |
27.4% |
27.4% |
Sharpe Ratio - through 06/02/2023
|
PR - (AUD) |
TR - (AUD) |
PR - (CNY) |
TR - (CNY) |
| 3 Years |
0.00 |
0.06 |
-0.08 |
-0.01 |
| 5 Years |
0.12 |
0.18 |
0.09 |
0.15 |
| 10 Years |
0.44 |
0.49 |
0.34 |
0.40 |
| Since Inception |
0.38 |
0.42 |
0.29 |
0.34 |
The MarketGrader China New Economy Index index was first published on August 18, 2021.
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.
