PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Global X MSCI China Consumer Discretionary ETF (CH...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS37950E4089
CUSIP37950E408
IssuerGlobal X
Inception DateNov 30, 2009
RegionBroad Asia (Pacific ex-Japan)
CategoryChina Equities
Index TrackedMSCI China Consumer Discretionary 10/50 Index
Home Pagewww.globalxetfs.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Global X MSCI China Consumer Discretionary ETF has a high expense ratio of 0.65%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.65%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with CHIQ

Global X MSCI China Consumer Discretionary ETF

Popular comparisons: CHIQ vs. ONLN, CHIQ vs. PEJ, CHIQ vs. CQQQ, CHIQ vs. CXSE, CHIQ vs. KURE, CHIQ vs. CNYA, CHIQ vs. ARKK, CHIQ vs. BABA, CHIQ vs. PGJ, CHIQ vs. KWEB

Performance

Performance Chart

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


0.00%100.00%200.00%300.00%400.00%OctoberNovemberDecember2024FebruaryMarch
24.29%
373.32%
CHIQ (Global X MSCI China Consumer Discretionary ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Global X MSCI China Consumer Discretionary ETF had a return of -4.60% year-to-date (YTD) and -12.33% in the last 12 months. Over the past 10 years, Global X MSCI China Consumer Discretionary ETF had an annualized return of 3.12%, while the S&P 500 had an annualized return of 10.96%, indicating that Global X MSCI China Consumer Discretionary ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-4.60%10.04%
1 month-0.94%3.53%
6 months-5.02%22.79%
1 year-12.33%32.16%
5 years (annualized)0.93%13.15%
10 years (annualized)3.12%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-14.89%13.02%
2023-10.63%-4.81%-4.02%2.38%-0.55%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Global X MSCI China Consumer Discretionary ETF (CHIQ) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
CHIQ
Global X MSCI China Consumer Discretionary ETF
-0.31
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Global X MSCI China Consumer Discretionary ETF Sharpe ratio is -0.31. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
-0.31
2.76
CHIQ (Global X MSCI China Consumer Discretionary ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X MSCI China Consumer Discretionary ETF granted a 2.37% dividend yield in the last twelve months. The annual payout for that period amounted to $0.40 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.40$0.40$0.08$0.00$0.04$0.19$0.35$0.12$0.17$0.59$0.26$0.15

Dividend yield

2.37%2.26%0.38%0.00%0.11%1.05%2.71%0.62%1.51%4.86%2.08%0.94%

Monthly Dividends

The table displays the monthly dividend distributions for Global X MSCI China Consumer Discretionary ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.00$0.37
2022$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.02
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.00$0.00$0.00$0.02
2019$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.14
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.17
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.59
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.26
2013$0.15

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-60.25%
0
CHIQ (Global X MSCI China Consumer Discretionary ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X MSCI China Consumer Discretionary 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 Global X MSCI China Consumer Discretionary ETF was 67.04%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Global X MSCI China Consumer Discretionary ETF drawdown is 60.25%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.04%Feb 18, 2021425Oct 24, 2022
-49.91%Nov 5, 20101325Feb 11, 2016475Jan 2, 20181800
-35.44%Mar 13, 2018161Oct 29, 2018299Jan 8, 2020460
-27.12%Jan 21, 202041Mar 18, 202053Jun 3, 202094
-19.5%Apr 12, 201029May 20, 201072Sep 1, 2010101

Volatility

Volatility Chart

The current Global X MSCI China Consumer Discretionary ETF volatility is 8.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
8.50%
2.82%
CHIQ (Global X MSCI China Consumer Discretionary ETF)
Benchmark (^GSPC)