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ASHR vs. CYB
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


ASHRCYB

Correlation

-0.50.00.51.00.3

The correlation between ASHR and CYB is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ASHR vs. CYB - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2024FebruaryMarchApril
-2.91%
-0.23%
ASHR
CYB

Compare stocks, funds, or ETFs

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


Xtrackers Harvest CSI 300 China A-Shares Fund

WisdomTree Chinese Yuan Strategy Fund

ASHR vs. CYB - Expense Ratio Comparison

ASHR has a 0.65% expense ratio, which is higher than CYB's 0.45% expense ratio.

ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
0.50%1.00%1.50%2.00%0.65%
0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

ASHR vs. CYB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) and WisdomTree Chinese Yuan Strategy Fund (CYB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ASHR
Sharpe ratio
The chart of Sharpe ratio for ASHR, currently valued at -0.97, compared to the broader market0.002.004.00-0.97
Sortino ratio
The chart of Sortino ratio for ASHR, currently valued at -1.41, compared to the broader market-2.000.002.004.006.008.0010.00-1.41
Omega ratio
The chart of Omega ratio for ASHR, currently valued at 0.85, compared to the broader market1.001.502.002.500.85
Calmar ratio
The chart of Calmar ratio for ASHR, currently valued at -0.34, compared to the broader market0.002.004.006.008.0010.0012.00-0.34
Martin ratio
The chart of Martin ratio for ASHR, currently valued at -1.10, compared to the broader market0.0020.0040.0060.0080.00-1.10
CYB
Sharpe ratio
The chart of Sharpe ratio for CYB, currently valued at -1.04, compared to the broader market0.002.004.00-1.04
Sortino ratio
The chart of Sortino ratio for CYB, currently valued at -1.44, compared to the broader market-2.000.002.004.006.008.0010.00-1.44
Omega ratio
The chart of Omega ratio for CYB, currently valued at 0.79, compared to the broader market1.001.502.002.500.79
Calmar ratio
The chart of Calmar ratio for CYB, currently valued at -0.39, compared to the broader market0.002.004.006.008.0010.0012.00-0.39
Martin ratio
The chart of Martin ratio for CYB, currently valued at -1.01, compared to the broader market0.0020.0040.0060.0080.00-1.01

ASHR vs. CYB - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.00NovemberDecember2024FebruaryMarchApril
-0.97
-1.04
ASHR
CYB

Dividends

ASHR vs. CYB - Dividend Comparison

ASHR's dividend yield for the trailing twelve months is around 2.47%, while CYB has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
2.47%2.48%1.13%0.88%0.81%0.98%1.32%0.84%0.73%30.13%0.27%0.00%
CYB
WisdomTree Chinese Yuan Strategy Fund
100.63%100.63%0.84%6.52%0.41%2.04%1.16%0.00%0.00%0.00%0.39%0.84%

Drawdowns

ASHR vs. CYB - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%NovemberDecember2024FebruaryMarchApril
-45.98%
-9.63%
ASHR
CYB

Volatility

ASHR vs. CYB - Volatility Comparison

Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) has a higher volatility of 4.74% compared to WisdomTree Chinese Yuan Strategy Fund (CYB) at 0.00%. This indicates that ASHR's price experiences larger fluctuations and is considered to be riskier than CYB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%NovemberDecember2024FebruaryMarchApril
4.74%
0
ASHR
CYB