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MCHI: iShares MSCI China ETF (ETF)
Basic Info 42.77 0.42(0.99%) April 29
Asset Class: | China Region |
MyPlanIQ Rating: | (17%) |
Start Date: | 03/31/2011 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 1.04% |
Expenses | 0.58% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/31/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 6.4 | 5.0 | -6.8 | -18.1 | -5.9 | 1.6 | 0.5 | -11.3 | -22.5 | -21.7 | 27.8 | 23.7 | -19.8 | 54.7 | -0.3 | -9.0 | 6.9 | 2.2 | 23.2 | -20.8 |
Sharpe Ratio | NA | 0.37 | -0.41 | -0.65 | -0.25 | 0.02 | -0.01 | -0.61 | -0.58 | -0.8 | 0.88 | 1.12 | -0.8 | 3.72 | -0.02 | -0.31 | 0.37 | 0.11 | 1.11 | -0.77 |
Draw Down(%) | NA | 11.5 | 25.8 | 56.9 | 62.7 | 62.7 | 62.7 | 27.7 | 44.9 | 36.9 | 22.8 | 17.2 | 33.2 | 8.7 | 20.0 | 35.1 | 12.0 | 20.8 | 15.9 | 37.1 |
Standard Deviation(%) | NA | 24.5 | 24.9 | 31.6 | 30.0 | 26.7 | 26.2 | 25.8 | 41.2 | 27.2 | 31.1 | 19.9 | 26.3 | 14.6 | 22.6 | 29.1 | 18.5 | 20.0 | 21.1 | 34.3 |
Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | -0.7 | 0.13 | -0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 3.36 | -8.44 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | NA | NA | NA | -0.01 | 0.02 | 0.01 | NA | NA | NA | NA | 0.09 | -0.08 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | NA | NA | NA | 0.11 | 0.04 | 0.04 | NA | NA | NA | NA | 0.07 | 0.02 | 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 |
Yield(%) | N/A | 0.0 | 3.0 | 1.3 | 1.6 | 2.3 | N/A | 2.9 | 1.9 | 0.8 | 1.3 | 1.8 | 1.2 | 2.4 | 1.7 | 2.4 | 2.5 | 2.3 | 2.2 | 2.0 |
Dividend Growth(%) | N/A | -100.0 | 18.3 | 25.7 | 0.8 | N/A | N/A | 18.3 | 81.8 | -21.4 | -9.7 | 10.7 | -19.2 | 44.4 | -41.5 | 4.2 | 3.5 | 23.9 | -12.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2011
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See China Region Asset Class Trend Rankings |
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