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.

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