PortfoliosLab logoPortfoliosLab logo
Xtrackers MSCI China A Inclusion Equity ETF (ASHX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US2330515238
CUSIP
233051523
Inception Date
Oct 20, 2015
Region
Emerging Asia Pacific (China)
Leveraged
1x (No leverage)
Index Tracked
MSCI China A Inclusion Index
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Mega-Cap
Asset Class Style
Blend

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Xtrackers MSCI China A Inclusion Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


Loading graphics...

S&P 500 Index

Returns By Period


Xtrackers MSCI China A Inclusion Equity ETF

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.50%8.40%1.09%0.27%
202310.29%-4.85%-0.53%-1.69%-7.71%-0.82%6.05%-7.44%-2.32%-3.53%0.72%-1.27%-13.59%
2022-8.02%2.06%-9.88%-9.77%3.42%10.28%-6.53%-4.50%-9.15%-9.42%15.38%-0.31%-26.45%
20213.31%-0.50%-6.59%3.84%6.53%-2.13%-6.15%0.96%0.73%2.45%-0.27%1.25%2.64%
2020-9.38%7.78%-7.70%4.90%0.13%10.23%13.41%5.82%-3.59%3.59%5.69%7.57%42.24%
201910.66%11.63%5.12%-0.00%-9.09%7.17%-0.20%-2.88%-0.54%3.00%-0.65%8.20%35.03%

Benchmark Metrics

Xtrackers MSCI China A Inclusion Equity ETF has an annualized alpha of -3.98%, beta of 0.51, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since October 21, 2015.

  • This ETF participated in 80.18% of S&P 500 Index downside but only 39.45% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.51 may look defensive, but with R² of 0.17 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R² of 0.17 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-3.98%
Beta
0.51
0.17
Upside Capture
39.45%
Downside Capture
80.18%

Expense Ratio

ASHX has an expense ratio of 0.60%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Xtrackers MSCI China A Inclusion Equity ETF (ASHX) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Xtrackers MSCI China A Inclusion Equity ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%5.00%10.00%15.00%20.00%$0.00$1.00$2.00$3.00$4.00201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018201720162015
Dividend$0.00$0.44$0.38$0.25$0.24$0.37$0.17$0.55$3.66$0.74

Dividend yield

0.00%2.38%1.76%0.84%0.80%1.78%1.07%2.48%19.46%2.91%

Monthly Dividends

The table displays the monthly dividend distributions for Xtrackers MSCI China A Inclusion Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.44$0.44
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.25$0.25
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.24
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.37$0.37

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Xtrackers MSCI China A Inclusion Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Xtrackers MSCI China A Inclusion Equity ETF was 49.44%, occurring on Feb 2, 2024. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.44%Feb 18, 2021745Feb 2, 2024
-34.71%Jan 29, 2018235Jan 3, 2019378Jul 6, 2020613
-29.34%Dec 23, 201535Feb 12, 2016429Oct 25, 2017464
-7.38%Nov 12, 201511Nov 27, 201516Dec 21, 201527
-7.29%Nov 22, 201711Dec 7, 201728Jan 19, 201839

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...