PortfoliosLab logoPortfoliosLab logo

Sortino ratio is not yet available for CAS. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Simplify China A Shares PLUS Income ETF's Sortino Ratio with other ETFs in the China Equities category across multiple time periods, showing how CAS's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.


SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
KCAIKraneShares China Alpha Index ETF5.19
CNXTVanEck Vectors ChinaAMC SME-ChiNext ETF4.38
NBCENeuberger Berman China Equity ETF4.21
MCHSMatthews China Discovery Active ETF3.94
KSTRKraneShares SSE STAR Market 50 Index ETF3.49
ASHSXtrackers Harvest CSI 500 China A-Shares Small Cap ETF3.43
KBAKraneShares Bosera MSCI China A Share ETF3.21
ASHRXtrackers Harvest CSI 300 China A-Shares ETF2.89
CNYAiShares MSCI China A ETF2.73
CHAUDirexion Daily CSI 300 China A Share Bull 2x Shares2.68
CASSimplify China A Shares PLUS Income ETF

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows CAS's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when CAS consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


Loading charts...

Sortino Ratio Calculator

IHow does CAS fit in your portfolio?

Add your other holdings to see your portfolio's Sortino Ratio and find out.

Analyze Your Portfolio