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USCOX: CHINA REGION FUND CHINA REGION FUND (MUTUAL FUND)

Basic Info

Asset Class:	China Region
MyPlanIQ Rating:	Not Rated
Start Date:	03/30/1994
Last Dividend Date:	09/01/2023
12-Mo. Yield	108.67%
Expenses	4.23%
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Performance Analytics (As of 09/12/2023)

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	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 03/30/1994	2023
Annualized Return(%) ?	0.0	14.3	-7.4	-2.6	0.2	NA	NA	�	13.0
Sharpe Ratio ?	NA	0.55	-0.37	-0.16	-0.03	NA	NA	-0.02	1.0
Draw Down(%) ?	NA	17.9	57.3	57.3	57.3	NA	NA	71.7	6.9

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 03/30/1994	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994
Annualized Return(%) ?	0.0	14.3	-7.4	-2.6	0.2	NA	NA	�	13.0	-22.8	-31.2	11.7	22.0	-32.5	57.7	-1.1	-8.6	-1.0	9.1	12.0	-28.1	13.3	49.6	-56.1	53.3	38.0	18.5	4.2	81.1	-12.3	-13.2	-18.9	57.0	-33.8	-22.5	27.8	-14.1	-13.1
Sharpe Ratio ?	NA	0.55	-0.37	-0.16	-0.03	NA	NA	-0.02	1.0	-0.87	-1.05	0.4	1.15	-1.29	3.67	-0.08	-0.4	-0.06	0.51	0.75	-1.1	0.67	1.63	-1.5	1.8	2.21	1.14	0.17	5.02	-0.84	-0.66	-0.8	2.38	-1.02	-0.82	1.64	-1.7	-1.59
Draw Down(%) ?	NA	17.9	57.3	57.3	57.3	NA	NA	71.7	6.9	37.8	43.1	28.5	16.8	40.2	11.0	15.2	32.4	12.3	16.2	19.8	34.1	16.3	18.1	62.5	21.6	18.4	9.6	24.2	11.0	27.2	34.4	35.0	19.5	52.6	43.2	10.3	16.6	22.9
Standard Deviation(%) ?	NA	19.1	23.7	24.1	21.6	NA	NA	22.9	14.9	28.0	29.8	28.4	17.9	26.3	15.6	16.5	21.6	15.4	17.7	16.0	25.5	19.7	30.4	38.0	28.0	15.8	14.3	18.7	16.0	15.9	23.8	28.6	22.6	36.4	31.5	14.7	10.5	12.7
Treynor Ratio ?	NA	0.0	0.0	-0.59	-0.17	NA	NA	-0.15	0.0	0.0	0.0	0.0	3.6	-11.67	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	0.0	0.0	0.0
Alpha	NA	0.05	0.0	0.0	0.01	NA	NA	0.01	NA	NA	NA	NA	0.08	-0.15	0.18	-0.01	-0.02	-0.04	0.02	-0.01	-0.02	0.01	0.04	-0.17	0.11	0.05	0.05	0.05	0.15	-0.05	-0.05	-0.05	0.1	-0.08	-0.24	0.08	-0.07	-0.06
Beta	NA	-0.17	-0.11	0.07	0.04	NA	NA	0.04	NA	NA	NA	NA	0.06	0.03	0.0	0.46	0.79	0.73	0.61	0.56	0.76	0.73	0.65	0.41	0.54	0.32	0.49	0.31	0.22	0.28	0.36	0.48	0.44	0.37	0.23	0.16	0.12	0.14
RSquared ?	NA	0.0	0.0	0.0	0.0	NA	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	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	108.7	25.5	17.4	10.1	7.0	11.5	N/A	110.9	3.1	12.7	2.0	1.4	1.9	0.1	0.2	1.0	0.0	0.3	0.2	0.0	0.0	0.0	0.0	30.0	2.0	2.9	2.3	1.4	0.0	0.0	1.0	0.0	0.5	0.6	1.7	1.6	0.6
Dividend Growth(%)	N/A	344.8	2016.3	5664.2	102.3	N/A	N/A	N/A	2462.2	-83.3	570.3	87.3	-54.8	1950.9	-8.3	-86.2	N/A	-100.0	17.6	N/A	N/A	N/A	N/A	-100.0	1935.7	-19.1	25.2	210.0	N/A	N/A	-100.0	N/A	-100.0	-36.2	-53.0	-9.1	120.0	N/A

	Last 1 Week*	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 03/30/1994	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001	2000	1999	1998	1997	1996	1995	1994
Annualized Return(%) ?	0.0	14.3	-7.4	-2.6	0.2	NA	NA	�	13.0	-22.8	-31.2	11.7	22.0	-32.5	57.7	-1.1	-8.6	-1.0	9.1	12.0	-28.1	13.3	49.6	-56.1	53.3	38.0	18.5	4.2	81.1	-12.3	-13.2	-18.9	57.0	-33.8	-22.5	27.8	-14.1	-13.1
Sharpe Ratio ?	NA	0.55	-0.37	-0.16	-0.03	NA	NA	-0.02	1.0	-0.87	-1.05	0.4	1.15	-1.29	3.67	-0.08	-0.4	-0.06	0.51	0.75	-1.1	0.67	1.63	-1.5	1.8	2.21	1.14	0.17	5.02	-0.84	-0.66	-0.8	2.38	-1.02	-0.82	1.64	-1.7	-1.59
Draw Down(%) ?	NA	17.9	57.3	57.3	57.3	NA	NA	71.7	6.9	37.8	43.1	28.5	16.8	40.2	11.0	15.2	32.4	12.3	16.2	19.8	34.1	16.3	18.1	62.5	21.6	18.4	9.6	24.2	11.0	27.2	34.4	35.0	19.5	52.6	43.2	10.3	16.6	22.9
Standard Deviation(%) ?	NA	19.1	23.7	24.1	21.6	NA	NA	22.9	14.9	28.0	29.8	28.4	17.9	26.3	15.6	16.5	21.6	15.4	17.7	16.0	25.5	19.7	30.4	38.0	28.0	15.8	14.3	18.7	16.0	15.9	23.8	28.6	22.6	36.4	31.5	14.7	10.5	12.7
Treynor Ratio ?	NA	0.0	0.0	-0.59	-0.17	NA	NA	-0.15	0.0	0.0	0.0	0.0	3.6	-11.67	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	0.0	0.0	0.0
Alpha	NA	0.05	0.0	0.0	0.01	NA	NA	0.01	NA	NA	NA	NA	0.08	-0.15	0.18	-0.01	-0.02	-0.04	0.02	-0.01	-0.02	0.01	0.04	-0.17	0.11	0.05	0.05	0.05	0.15	-0.05	-0.05	-0.05	0.1	-0.08	-0.24	0.08	-0.07	-0.06
Beta	NA	-0.17	-0.11	0.07	0.04	NA	NA	0.04	NA	NA	NA	NA	0.06	0.03	0.0	0.46	0.79	0.73	0.61	0.56	0.76	0.73	0.65	0.41	0.54	0.32	0.49	0.31	0.22	0.28	0.36	0.48	0.44	0.37	0.23	0.16	0.12	0.14
RSquared ?	NA	0.0	0.0	0.0	0.0	NA	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	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Yield(%)	N/A	108.7	25.5	17.4	10.1	7.0	11.5	N/A	110.9	3.1	12.7	2.0	1.4	1.9	0.1	0.2	1.0	0.0	0.3	0.2	0.0	0.0	0.0	0.0	30.0	2.0	2.9	2.3	1.4	0.0	0.0	1.0	0.0	0.5	0.6	1.7	1.6	0.6
Dividend Growth(%)	N/A	344.8	2016.3	5664.2	102.3	N/A	N/A	N/A	2462.2	-83.3	570.3	87.3	-54.8	1950.9	-8.3	-86.2	N/A	-100.0	17.6	N/A	N/A	N/A	N/A	-100.0	1935.7	-19.1	25.2	210.0	N/A	N/A	-100.0	N/A	-100.0	-36.2	-53.0	-9.1	120.0	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1994

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USCOX: CHINA REGION FUND CHINA REGION FUND (MUTUAL FUND)

Basic Info

Performance Analytics (As of 09/12/2023)

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USCOX: CHINA REGION FUND CHINA REGION FUND (MUTUAL FUND)

Basic Info

Performance Analytics (As of 09/12/2023)

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Best Closed End Funds

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