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BlackRock China A Opportunities Fund (CHILX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US09258N2247
CUSIP
09258N224
Issuer
BlackRock
Inception Date
Dec 26, 2018
Min. Investment
$2,000,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

BlackRock China A Opportunities Fund (CHILX) has returned -1.01% so far this year and 21.38% over the past 12 months.


BlackRock China A Opportunities Fund

1D
0.19%
1M
-6.92%
YTD
-1.01%
6M
0.83%
1Y
21.38%
3Y*
5.90%
5Y*
-0.68%
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

Based on dividend-adjusted daily data since Jan 3, 2019, CHILX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, your investment would double in approximately 5.6 years.

Historically, 53% of months were positive and 47% were negative. The best month was Sep 2024 with a return of +22.1%, while the worst month was Apr 2022 at -11.1%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CHILX closed higher 49% of trading days. The best single day was Jul 6, 2020 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -10.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.65%2.61%-6.92%-1.01%
2025-0.46%2.95%0.53%-4.94%2.60%4.22%3.54%10.96%3.08%-1.24%-1.32%4.53%26.30%
2024-6.89%10.68%-1.02%4.79%-0.49%-2.87%-1.18%-1.54%22.05%-4.55%-1.64%0.22%15.44%
202310.35%-4.21%0.85%-0.21%-8.11%0.08%5.52%-8.36%-1.35%-5.47%0.51%-1.08%-12.29%
2022-7.81%1.15%-7.98%-11.08%4.04%8.84%-6.58%-4.61%-10.42%-8.32%13.70%-0.60%-28.54%
20213.92%-1.83%-5.01%3.76%4.81%-0.15%-4.65%-0.38%-0.54%2.13%0.48%1.50%3.54%

Benchmark Metrics

BlackRock China A Opportunities Fund has an annualized alpha of 4.91%, beta of 0.51, and R² of 0.21 versus S&P 500 Index. Calculated based on daily prices since January 04, 2019.

  • This fund participated in 57.70% of S&P 500 Index downside but only 56.71% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.51 may look defensive, but with R² of 0.21 this fund 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 fund's risk.
  • R² of 0.21 means this fund 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
4.91%
Beta
0.51
0.21
Upside Capture
56.71%
Downside Capture
57.70%

Expense Ratio

CHILX has a high expense ratio of 0.99%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

CHILX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


CHILX Risk / Return Rank: 6565
Overall Rank
CHILX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
CHILX Sortino Ratio Rank: 6464
Sortino Ratio Rank
CHILX Omega Ratio Rank: 5959
Omega Ratio Rank
CHILX Calmar Ratio Rank: 6767
Calmar Ratio Rank
CHILX Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) and compare them to a chosen benchmark (S&P 500 Index).


CHILXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.23

0.90

+0.34

Sortino ratio

Return per unit of downside risk

1.66

1.39

+0.28

Omega ratio

Gain probability vs. loss probability

1.24

1.21

+0.03

Calmar ratio

Return relative to maximum drawdown

1.59

1.40

+0.19

Martin ratio

Return relative to average drawdown

6.36

6.61

-0.24

Explore CHILX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

BlackRock China A Opportunities Fund provided a 2.97% dividend yield over the last twelve months, with an annual payout of $0.47 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.502019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.47$0.47$0.27$0.23$0.12$0.22$0.67$1.64

Dividend yield

2.97%2.94%2.11%2.02%0.92%1.19%3.64%12.77%

Monthly Dividends

The table displays the monthly dividend distributions for BlackRock China A Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47$0.47
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.27$0.27
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.23
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.22$0.22

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BlackRock China A Opportunities Fund. 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 BlackRock China A Opportunities Fund was 47.73%, occurring on Feb 5, 2024. The portfolio has not yet recovered.

The current BlackRock China A Opportunities Fund drawdown is 17.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.73%Feb 18, 2021747Feb 5, 2024
-18.45%Jan 14, 202047Mar 20, 202064Jun 22, 2020111
-14.23%Apr 18, 201925May 23, 2019143Dec 17, 2019168
-7.44%Sep 3, 20205Sep 10, 202022Oct 12, 202027
-6.5%Jul 14, 20209Jul 24, 20207Aug 4, 202016

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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