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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.


Category is China Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
AB All China Equity PortfolioChina EquitiesJul 24, 20181.25%
-5.02%
5.23%
20
Baillie Gifford China Equities FundChina EquitiesJul 6, 20210.96%
-6.09%
0.97%
13
Morgan Stanley China A Share FundChina EquitiesJul 6, 20061.67%
-0.35%
4.66%
1.52%
86
BlackRock China A Opportunities FundChina EquitiesDec 26, 20180.99%
0.13%
2.93%
69
Eaton Vance Greater China Growth FundChina EquitiesOct 27, 19921.53%
-8.12%
4.83%
1.73%
5
Fidelity Advisor China Region Fund Class CChina EquitiesMay 9, 20081.96%
8.09%
11.30%
0.81%
89
Fidelity Advisor China Region Fund Class AChina EquitiesMay 9, 20081.21%
8.27%
12.13%
1.47%
90
Fidelity China Region FundChina EquitiesNov 1, 19950.91%
8.35%
12.46%
1.62%
91
Fidelity Advisor China Region Fund Class IChina EquitiesMay 9, 20080.93%
8.35%
12.46%
1.70%
90
Fidelity Advisor China Region Fund Class MChina EquitiesMay 9, 20081.50%
8.22%
11.79%
1.17%
89
Fidelity Advisor China Region Fund Class ZChina EquitiesOct 2, 20180.80%
8.41%
1.91%
90
abrdn China A Share Equity FundChina EquitiesJun 28, 20040.99%1.46%
Goldman Sachs China Equity FundChina EquitiesJul 7, 19941.47%
-3.87%
4.74%
1.39%
21
Guinness Atkinson China And Hong Kong FundChina EquitiesJun 29, 19941.71%
-2.77%
4.00%
1.09%
27
Columbia Greater China FundChina EquitiesMay 15, 19971.25%
-7.17%
3.77%
2.02%
7
Matthews China Dividend FundChina EquitiesNov 29, 20091.20%3.84%
Matthews China FundChina EquitiesFeb 18, 19981.12%
-7.84%
5.96%
1.47%
10
Matthews China Small Companies FundChina EquitiesMay 30, 20111.41%
9.70%
11.14%
2.03%
64
AMG Veritas China FundChina EquitiesJun 29, 19941.14%
-5.40%
-2.13%
0.34%
9
Oberweis China Opportunities FundChina EquitiesOct 2, 20052.03%
7.49%
8.25%
0.94%
62

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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