MarketGrader China New Economy Index


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 10/21/2021
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
YTD 4.1% 4.9% -1.5% -0.7%
1 Year -6.6% -5.9% -6.0% -5.2%
3 Years 76.9% 83.1% 71.9% 77.9%
5 Years 46.5% 55.5% 36.2% 44.5%
10 Years 344.2% 399.1% 222.3% 262.1%
Since Inception 415.6% 496.4% 285.7% 346.2%

Annualized Returns - through 10/21/2021
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
3 Years 23.2% 24.7% 21.8% 23.2%
5 Years 7.9% 9.2% 6.4% 7.6%
10 Years 16.1% 17.4% 12.4% 13.7%
Since Inception 12.6% 13.8% 10.3% 11.4%

Standard Deviation - through 10/21/2021
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
3 Years 21.0% 21.0% 21.9% 22.0%
5 Years 19.1% 19.1% 19.7% 19.7%
10 Years 26.5% 26.5% 25.6% 25.7%
Since Inception 27.0% 27.0% 27.9% 27.9%

Sharpe Ratio - through 10/21/2021
PR - (AUD) TR - (AUD) PR - (CNY) TR - (CNY)
3 Years 1.10 1.18 0.99 1.06
5 Years 0.41 0.48 0.33 0.39
10 Years 0.61 0.66 0.48 0.53
Since Inception 0.47 0.51 0.37 0.41

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.

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