ATAT vs. FXI
ATAT (Atour Lifestyle Holdings Limited) is a stock, while FXI (iShares China Large-Cap ETF) is China Equities fund tracking the FTSE China 50 Index. Over the past 3 years, ATAT returned 30.68%/yr vs 9.64%/yr for FXI. At a 0.45 correlation, their price movements are largely independent.
Performance
ATAT vs. FXI - Performance Comparison
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Returns By Period
In the year-to-date period, ATAT achieves a -15.43% return, which is significantly lower than FXI's -13.61% return.
ATAT
- 1D
- 3.08%
- 1M
- -1.54%
- YTD
- -15.43%
- 6M
- -21.92%
- 1Y
- 8.01%
- 3Y*
- 30.68%
- 5Y*
- —
- 10Y*
- —
FXI
- 1D
- -1.79%
- 1M
- -6.88%
- YTD
- -13.61%
- 6M
- -14.15%
- 1Y
- -7.33%
- 3Y*
- 9.64%
- 5Y*
- -4.39%
- 10Y*
- 2.55%
ATAT vs. FXI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ATAT Atour Lifestyle Holdings Limited | -15.43% | 49.78% | 58.43% | -2.92% | 16.26% |
FXI iShares China Large-Cap ETF | -13.61% | 28.95% | 28.98% | -12.42% | 18.63% |
Correlation
The correlation between ATAT and FXI is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 11, 2022 | 0.45 |
The correlation between ATAT and FXI shifts across timeframes, from 0.28 (1 year) to 0.46 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
ATAT vs. FXI — Risk / Return Rank
ATAT
FXI
ATAT vs. FXI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Atour Lifestyle Holdings Limited (ATAT) and iShares China Large-Cap ETF (FXI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ATAT | FXI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.58 | ||
| Sortino ratioReturn per unit of downside risk | +0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.95 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | -0.37 | +0.70 |
| Martin ratioReturn relative to average drawdown | 0.75 | -0.90 | +1.66 |
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Drawdowns
ATAT vs. FXI - Drawdown Comparison
The maximum ATAT drawdown since its inception was -46.91%, smaller than the maximum FXI drawdown of -72.68%. Use the drawdown chart below to compare losses from any high point for ATAT and FXI.
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Drawdown Indicators
| ATAT | FXI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.91% | -72.68% | +25.77% |
Max Drawdown (1Y)Largest decline over 1 year | -24.64% | -19.91% | -4.73% |
Max Drawdown (3Y)Largest decline over 3 years | -30.96% | -28.72% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -54.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -60.81% | — |
Current DrawdownCurrent decline from peak | -22.32% | -31.97% | +9.65% |
Average DrawdownAverage peak-to-trough decline | -20.09% | -31.21% | +11.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.65% | 8.13% | +2.52% |
Volatility
ATAT vs. FXI - Volatility Comparison
Atour Lifestyle Holdings Limited (ATAT) has a higher volatility of 10.56% compared to iShares China Large-Cap ETF (FXI) at 6.02%. This indicates that ATAT's price experiences larger fluctuations and is considered to be riskier than FXI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATAT | FXI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.56% | 6.02% | +4.54% |
Volatility (6M)Calculated over the trailing 6-month period | 28.55% | 14.66% | +13.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.97% | 20.00% | +17.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.82% | 31.72% | +27.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.82% | 27.60% | +31.22% |
Dividends
ATAT vs. FXI - Dividend Comparison
ATAT's dividend yield for the trailing twelve months is around 2.74%, more than FXI's 2.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATAT Atour Lifestyle Holdings Limited | 2.74% | 1.98% | 1.67% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXI iShares China Large-Cap ETF | 2.07% | 2.42% | 1.76% | 3.17% | 2.61% | 1.60% | 2.19% | 2.74% | 2.69% | 2.31% | 2.69% | 2.90% |
Frequently Asked Questions
ATAT and FXI have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ATAT has higher volatility (10.56%) compared to FXI (6.02%). In terms of maximum drawdown, ATAT dropped -46.91% vs FXI's -72.68%.
ATAT currently has the higher Sharpe Ratio (0.21 vs -0.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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