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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 China Equities mutual funds.

Number of Funds
24
Avg. Expense Ratio
1.28%
Avg. Yield
1.85%
Avg. 1 Year Return
37.16%
Median Risk/Return Score
36 / 100
The Best China Equities Mutual Funds

21 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AB All China Equity PortfolioChina EquitiesJul 24, 20181.25%
-1.38%
5.03%
16
Baillie Gifford China Equities FundChina EquitiesJul 6, 20210.96%
-4.93%
0.96%
11
Morgan Stanley China A Share FundChina EquitiesJul 6, 20061.67%
16.42%
6.38%
1.30%
85
BlackRock China A Opportunities FundChina EquitiesDec 26, 20180.99%
14.29%
2.57%
78
Eaton Vance Greater China Growth FundChina EquitiesOct 27, 19921.53%
-9.92%
4.81%
1.76%
3
Fidelity Advisor China Region Fund Class CChina EquitiesMay 9, 20081.96%
33.13%
14.04%
0.66%
92
Fidelity Advisor China Region Fund Class AChina EquitiesMay 9, 20081.21%
33.59%
14.88%
1.19%
92
Fidelity China Region FundChina EquitiesNov 1, 19950.91%
33.77%
15.23%
1.31%
92
Fidelity Advisor China Region Fund Class IChina EquitiesMay 9, 20080.93%
33.77%
15.23%
1.38%
92
Fidelity Advisor China Region Fund Class MChina EquitiesMay 9, 20081.50%
33.42%
14.55%
0.95%
92
Fidelity Advisor China Region Fund Class ZChina EquitiesOct 2, 20180.80%
33.87%
1.55%
92
abrdn China A Share Equity FundChina EquitiesJun 28, 20040.99%1.46%
Goldman Sachs China Equity FundChina EquitiesJul 7, 19941.47%
1.80%
5.70%
1.32%
18
Guinness Atkinson China And Hong Kong FundChina EquitiesJun 29, 19941.71%
-9.41%
3.52%
1.17%
6
Columbia Greater China FundChina EquitiesMay 15, 19971.25%
-11.87%
3.69%
2.13%
3
Matthews China FundChina EquitiesFeb 18, 19981.12%
1.69%
7.67%
1.33%
18
Matthews China Small Companies FundChina EquitiesMay 30, 20111.41%
48.51%
14.78%
1.50%
94
AMG Veritas China FundChina EquitiesJun 29, 19941.14%
6.21%
5.61%
0.30%
16
Oberweis China Opportunities FundChina EquitiesOct 2, 20052.03%
34.44%
11.27%
0.75%
87
T. Rowe Price China Evolution Equity FundChina EquitiesDec 9, 20191.04%
35.90%
1.20%
95

Rows per page

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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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Best China Equities Mutual funds by Risk/Return Score

The top China Equities Mutual funds by PortfoliosLab Risk/Return Score are TRCLX (95) and MCSMX (94). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing China Equities Mutual funds Over 5 Years

The top China Equities Mutual funds is FIQFX (8.26%). Across the lineup, China Equities Mutual funds show an average 1-year return of 37.16% and an average 5-year return of -0.55%, providing a clearer view of performance across different investment horizons.

Lowest-Cost China Equities Mutual funds

The top China Equities Mutual funds is FIQFX (0.80%). With an average expense ratio of 1.28%, China Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield China Equities Mutual funds

The top China Equities Mutual funds is WCQGX (5.80%). Across the lineup, China Equities Mutual funds show an average dividend yield of 1.85%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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