MarketGrader China New Elite 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 36.8% 39.5% 31.0% 33.5%
1 Year 47.7% 50.6% 39.4% 42.0%
3 Years 59.4% 69.8% 60.1% 70.6%
5 Years 88.4% 109.2% 97.9% 119.6%
10 Years 291.4% 375.4% 292.0% 376.1%
Since Inception 588.0% 759.0% 528.1% 684.2%

Annualized Returns - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 16.8% 19.3% 17.0% 19.5%
5 Years 13.5% 15.9% 14.6% 17.0%
10 Years 15.0% 17.2% 15.0% 17.2%
Since Inception 16.2% 18.2% 15.4% 17.4%

Standard Deviation - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 25.0% 24.9% 22.5% 22.5%
5 Years 24.7% 24.7% 22.7% 22.7%
10 Years 23.7% 23.7% 22.4% 22.4%
Since Inception 25.9% 25.9% 25.1% 25.1%

Sharpe Ratio - through 10/23/2020
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 0.67 0.77 0.76 0.87
5 Years 0.55 0.64 0.64 0.75
10 Years 0.63 0.73 0.67 0.77
Since Inception 0.62 0.70 0.61 0.69

The MarketGrader China New Elite 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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