CSI MarketGrader China New Economy Index


*Inception date: December 31, 2007.

Calendar Year Total Returns
Cumulative Returns - through 09/17/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
YTD -0.6% 0.9% -1.9% -0.5%
1 Year -2.0% -0.5% -6.6% -5.2%
3 Years 79.0% 86.7% 67.9% 75.1%
5 Years 41.6% 51.3% 36.8% 46.1%
10 Years 188.0% 225.5% 190.6% 228.4%
Since Inception 326.4% 393.2% 276.2% 335.2%

Annualized Returns - through 09/17/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 21.4% 23.1% 18.9% 20.5%
5 Years 7.4% 8.9% 6.7% 8.1%
10 Years 11.0% 12.3% 11.1% 12.4%
Since Inception 11.1% 12.3% 10.1% 11.3%

Standard Deviation - through 09/17/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 23.5% 23.5% 21.9% 22.0%
5 Years 21.2% 21.3% 19.7% 19.7%
10 Years 26.9% 26.9% 25.9% 25.9%
Since Inception 28.5% 28.5% 27.9% 27.9%

Sharpe Ratio - through 09/17/2021
PR - (USD) TR - (USD) PR - (CNY) TR - (CNY)
3 Years 0.91 0.98 0.86 0.93
5 Years 0.35 0.42 0.34 0.41
10 Years 0.41 0.46 0.43 0.48
Since Inception 0.39 0.43 0.36 0.40

All returns in U.S. Dollars

The CSI MarketGrader China New Economy Index index was first published on March 20, 2015. 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. CSI is a registered trademark of China Securities Index Co.

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