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CHIQ: Global X MSCI China Consumer Disc ETF (ETF)
Basic Info 18.96 0.37(1.91%) May 07
Asset Class: | China Region |
MyPlanIQ Rating: | (21%) |
Start Date: | 12/01/2009 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.18% |
Expenses | 0.65% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/01/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.0 | 7.7 | 5.9 | -16.2 | 3.4 | 4.6 | 2.4 | -10.7 | -22.0 | -27.1 | 92.6 | 44.2 | -28.7 | 67.7 | -6.5 | 1.0 | -18.4 | 7.2 | 9.7 | -23.9 | 10.8 | 1.0 |
Sharpe Ratio | NA | 0.95 | 0.23 | -0.45 | 0.04 | 0.12 | 0.06 | -0.49 | -0.43 | -0.78 | 2.59 | 1.84 | -1.18 | 4.66 | -0.3 | 0.03 | -1.09 | 0.39 | 0.47 | -0.7 | 0.43 | 0.76 |
Draw Down(%) | NA | 15.4 | 29.7 | 60.0 | 67.0 | 67.0 | 67.0 | 30.4 | 45.5 | 43.1 | 27.1 | 17.2 | 35.4 | 6.8 | 21.4 | 32.3 | 20.9 | 16.6 | 26.8 | 34.8 | 19.5 | 5.1 |
Standard Deviation(%) | NA | 31.7 | 30.3 | 40.5 | 37.5 | 30.8 | 29.1 | 30.8 | 54.0 | 34.8 | 35.4 | 23.3 | 25.3 | 14.5 | 22.2 | 27.8 | 16.9 | 18.3 | 20.6 | 34.1 | 25.2 | 16.2 |
Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -2.13 | 0.91 | 0.44 | 0.0 | 0.0 | 0.0 | 0.0 | 5.67 | -10.46 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | NA | NA | NA | 0.03 | 0.03 | 0.02 | NA | NA | NA | NA | 0.15 | -0.13 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | NA | NA | NA | -0.01 | 0.04 | 0.04 | NA | NA | NA | NA | 0.08 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 2.2 | 0.5 | 0.9 | 1.6 | N/A | 1.9 | 0.3 | 0.0 | 0.2 | 1.5 | 1.8 | 1.1 | 1.5 | 4.7 | 1.7 | 1.0 | 1.2 | 0.3 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 396.7 | -18.4 | -52.3 | N/A | N/A | 400.0 | N/A | -100.0 | -78.9 | -45.7 | 191.7 | -29.4 | -71.2 | 126.9 | 73.3 | -11.8 | 183.3 | -68.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/2009
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