MarketGrader China Consumer Discretionary Index
*Inception date: December 31, 2007.
Calendar Year Total Returns
| INDEX |
MG China Consumer Discretionary (PR) - USD |
MG China Consumer Discretionary (TR) - USD |
MG China Consumer Discretionary (PR) - CNY |
MG China Consumer Discretionary (TR) - CNY |
| 2024 |
14.5% |
18.0% |
16.9% |
20.5% |
| 2023 |
-16.1% |
-13.9% |
-14.1% |
-11.9% |
| 2022 |
-34.3% |
-28.9% |
-32.9% |
-27.3% |
| 2021 |
7.8% |
5.1% |
10.1% |
7.3% |
| 2020 |
27.0% |
19.2% |
28.8% |
21.0% |
| 2019 |
17.0% |
18.7% |
19.6% |
21.3% |
| 2018 |
-39.2% |
-35.9% |
-38.1% |
-34.7% |
| 2017 |
14.8% |
7.5% |
16.6% |
9.2% |
| 2016 |
-20.7% |
-15.2% |
-19.4% |
-13.7% |
| 2015 |
51.3% |
58.4% |
54.5% |
61.7% |
| 2014 |
29.3% |
32.5% |
31.4% |
34.7% |
| 2013 |
22.7% |
19.2% |
24.5% |
21.0% |
Cumulative Returns - through 03/13/2025
|
PR - (USD) |
TR - (USD) |
PR - (CNY) |
TR - (CNY) |
| YTD |
5.6% |
5.7% |
4.7% |
4.8% |
| 1 Year |
11.9% |
14.4% |
12.6% |
15.1% |
| 3 Years |
-17.6% |
-11.9% |
-6.2% |
0.2% |
| 5 Years |
-7.4% |
2.6% |
-4.2% |
6.2% |
| 10 Years |
-24.2% |
-7.8% |
-12.4% |
6.7% |
| Since Inception |
47.7% |
96.7% |
46.3% |
94.9% |
Annualized Returns - through 03/13/2025
|
PR - (USD) |
TR - (USD) |
PR - (CNY) |
TR - (CNY) |
| 3 Years |
-7.5% |
-5.4% |
-3.2% |
-1.0% |
| 5 Years |
-1.5% |
0.5% |
-0.8% |
1.2% |
| 10 Years |
-2.7% |
-0.8% |
-1.3% |
0.6% |
| Since Inception |
2.3% |
4.0% |
2.2% |
3.9% |
Standard Deviation - through 03/13/2025
|
PR - (USD) |
TR - (USD) |
PR - (CNY) |
TR - (CNY) |
| 3 Years |
28.4% |
28.4% |
25.1% |
25.1% |
| 5 Years |
26.4% |
26.4% |
23.6% |
23.6% |
| 10 Years |
27.9% |
27.8% |
25.8% |
25.7% |
| Since Inception |
28.4% |
28.3% |
27.3% |
27.2% |
Sharpe Ratio - through 03/13/2025
|
PR - (USD) |
TR - (USD) |
PR - (CNY) |
TR - (CNY) |
| 3 Years |
-0.26 |
-0.19 |
-0.13 |
-0.04 |
| 5 Years |
-0.06 |
0.02 |
-0.03 |
0.05 |
| 10 Years |
-0.10 |
-0.03 |
-0.05 |
0.02 |
| Since Inception |
0.08 |
0.14 |
0.08 |
0.14 |
All returns in U.S. Dollars
The China Consumer Discretionary 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.
