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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 31 China Equities mutual funds.

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


Category: China Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AACFX
Invesco Greater China FundChina EquitiesMar 30, 20061.55%
7.06%
1.40%
1.81%
AB All China Equity PortfolioChina EquitiesJul 24, 20181.25%
9.94%
1.98%
Baillie Gifford China A Shares FundChina EquitiesDec 18, 20190.87%
-18.93%
0.03%
Baillie Gifford China Equities FundChina EquitiesJul 6, 20210.96%
-2.53%
1.54%
BlackRock China A Opportunities FundChina EquitiesDec 26, 20180.99%
4.10%
1.94%
Eaton Vance Greater China Growth FundChina EquitiesOct 27, 19921.53%
0.97%
1.28%
8.39%
Fidelity Advisor China Region Fund Class CChina EquitiesMay 9, 20081.96%
21.02%
5.73%
0.52%
Fidelity Advisor China Region Fund Class AChina EquitiesMay 9, 20081.21%
21.52%
6.75%
1.30%
Fidelity China Region FundChina EquitiesNov 1, 19950.91%
21.68%
7.19%
1.58%
Fidelity Advisor China Region Fund Class IChina EquitiesMay 9, 20080.93%
21.69%
7.22%
1.55%
Fidelity Advisor China Region Fund Class MChina EquitiesMay 9, 20081.50%
21.38%
6.27%
1.05%
Fidelity Advisor China Region Fund Class ZChina EquitiesOct 2, 20180.80%
21.81%
1.75%
abrdn China A Share Equity FundChina EquitiesJun 28, 20040.99%
-6.78%
1.08%
0.85%
Goldman Sachs China Equity FundChina EquitiesJul 7, 19941.47%
3.04%
0.72%
0.87%
Harding Loevner Chinese Equity PortfolioChina EquitiesDec 15, 20201.15%
-4.07%
0.75%
Hartford Schroders China A FundChina EquitiesApr 5, 20201.15%
-11.86%
0.40%
Guinness Atkinson China And Hong Kong FundChina EquitiesJun 29, 19941.71%
-8.47%
-0.77%
0.81%
Columbia Greater China FundChina EquitiesMay 15, 19971.25%
5.57%
1.06%
0.63%
Matthews China Dividend FundChina EquitiesNov 29, 20091.20%
5.20%
3.81%
3.86%
Matthews China FundChina EquitiesFeb 18, 19981.12%
2.32%
2.45%
0.76%

1–20 of 31

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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