It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
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% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/12/2023)
Not up-to-date? Try| 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See China Region Asset Class Trend Rankings |
Top Rated Funds in China Region
Best Mutual Funds
- MCHFX (MATTHEWS CHINA FUND INVESTOR CLASS SHARES) (76%)
- GOPIX (Aberdeen China Oppty Fd Insti Cl) (74%)
- GOPSX (Aberdeen China Oppty Fd Insti Serv Cl) (71%)
- LNGZX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS Z) (68%)
- ICHKX (GUINNESS ATKINSON CHINA & HONG KONG FUND GUINNESS ATKINSON CHINA & HONG KONG FUND) (66%)
- FHKCX (FIDELITY CHINA REGION FUND FIDELITY CHINA REGION FUND) (63%)
- AMCYX (INVESCO GREATER CHINA FUND CLASS Y) (61%)
- FHKIX (FIDELITY CHINA REGION FUND FIDELITY ADVISOR CHINA REGION FUND: CLASS I) (58%)
- GOPAX (Aberdeen China Oppty Fd Cl A) (47%)
- OBCHX (OBERWEIS CHINA OPPORTUNITIES FUND OBERWEIS CHINA OPPORTUNITIES FUND) (37%)
Best ETFs
- FXI (iShares China Large-Cap ETF) (89%)
- EWH (iShares MSCI Hong Kong ETF) (87%)
- EWT (iShares MSCI Taiwan ETF) (84%)
- GXC (SPDR S&P China ETF) (82%)
- PGJ (Invesco Golden Dragon China ETF) (79%)
- CHIQ (Global X MSCI China Consumer Discretionary ETF) (24%)
- ECNS (iShares MSCI China Small-Cap ETF) (21%)
- MCHI (iShares MSCI China ETF) (18%)
- CQQQ (Invesco China Technology ETF) (15%)
Best Closed End Funds
- CHN (China Fund Inc) (100%)
- CAF (Morgan Stanley China A Share Closed Fund) (97%)
- TWN (Taiwan Closed Fund) (95%)
- TDF (Templeton Dragon Closed Fund) (92%)
Latest Articles Related to USCOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
