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The Best China Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 24 China Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AACFXInvesco Greater China FundChina EquitiesMar 30, 20061.55%-14.8%-0.1%1.9%-71.4%-0.6
ACEYXAB All China Equity PortfolioChina EquitiesJul 24, 20181.25%-12.5%N/A1.6%-57.6%-0.6
BCANXBaillie Gifford China A Shares FundChina EquitiesDec 18, 20190.87%-23.7%N/A3.7%-54.0%-1.0
CHILXBlackRock China A Opportunities FundChina EquitiesDec 26, 20180.99%-13.4%N/A0.0%-43.6%-1.1
EVCGXEaton Vance Greater China Growth FundChina EquitiesOct 27, 19921.53%-18.6%1.4%8.6%-68.4%-0.7
FCHKXFidelity Advisor China Region Fund Class CChina EquitiesMay 9, 20081.96%-4.2%3.6%0.6%-59.1%-0.2
FHKAXFidelity Advisor China Region Fund Class AChina EquitiesMay 9, 20081.21%-3.6%4.6%1.6%-58.6%-0.1
FHKCXFidelity China Region FundChina EquitiesNov 1, 19950.91%-3.3%5.1%1.9%-60.7%-0.1
FHKIXFidelity Advisor China Region Fund Class IChina EquitiesMay 9, 20080.93%-3.3%5.1%1.9%-58.4%-0.1
FHKTXFidelity Advisor China Region Fund Class MChina EquitiesMay 9, 20081.50%-3.8%4.1%1.2%-58.8%-0.2
FIQFXFidelity Advisor China Region Fund Class ZChina EquitiesOct 2, 20180.80%-3.1%N/A2.1%-58.3%-0.1
GOPIXabrdn China A Share Equity FundChina EquitiesJun 28, 20040.99%-26.0%2.2%0.0%-78.6%-1.5
GSAGXGoldman Sachs China Equity FundChina EquitiesJul 7, 19941.47%-20.8%1.1%0.0%-70.7%-0.9
ICHKXGuinness Atkinson China And Hong Kong FundChina EquitiesJun 29, 19941.71%-17.8%-0.3%0.0%-70.7%-0.8
LNGZXColumbia Greater China FundChina EquitiesMay 15, 19971.25%-20.5%0.5%0.0%-72.4%-0.7
MCDFXMatthews China Dividend FundChina EquitiesNov 29, 20091.20%-22.7%3.1%6.6%-44.4%-1.1
MCHFXMatthews China FundChina EquitiesFeb 18, 19981.12%-22.0%1.3%9.7%-67.0%-0.9
MCSMXMatthews China Small Companies FundChina EquitiesMay 30, 20111.41%-19.9%8.3%33.7%-54.8%0.1
MMCFXAMG Veritas China FundChina EquitiesJun 29, 19941.14%-20.2%1.8%0.0%-70.4%-0.9
NCEIXNeuberger Berman Greater China Equity FundChina EquitiesJul 16, 20131.51%N/AN/AN/AN/AN/A

1–20 of 24

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

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