BCANX vs. CHILX
Compare and contrast key facts about Baillie Gifford China A Shares Fund (BCANX) and BlackRock China A Opportunities Fund (CHILX).
BCANX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2019. CHILX is managed by Blackrock. It was launched on Dec 26, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCANX or CHILX.
Key characteristics
| BCANX | CHILX | |
|---|---|---|
| YTD Return | -12.69% | 3.93% |
| 1Y Return | -28.71% | -11.11% |
| 3Y Return (Ann) | -22.16% | -12.63% |
| Sharpe Ratio | -1.46 | -0.72 |
| Daily Std Dev | 21.07% | 17.77% |
| Max Drawdown | -64.94% | -47.73% |
| Current Drawdown | -61.45% | -40.37% |
Correlation
The correlation between BCANX and CHILX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BCANX vs. CHILX - Performance Comparison
In the year-to-date period, BCANX achieves a -12.69% return, which is significantly lower than CHILX's 3.93% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BCANX vs. CHILX - Expense Ratio Comparison
BCANX has a 0.87% expense ratio, which is lower than CHILX's 0.99% expense ratio.
Risk-Adjusted Performance
BCANX vs. CHILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford China A Shares Fund (BCANX) and BlackRock China A Opportunities Fund (CHILX). 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.
Dividends
BCANX vs. CHILX - Dividend Comparison
BCANX's dividend yield for the trailing twelve months is around 0.03%, less than CHILX's 1.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
BCANX Baillie Gifford China A Shares Fund | 0.03% | 0.03% | 2.82% | 11.35% | 0.72% | 0.00% |
CHILX BlackRock China A Opportunities Fund | 1.94% | 2.02% | 0.92% | 1.19% | 3.64% | 12.77% |
Drawdowns
BCANX vs. CHILX - Drawdown Comparison
The maximum BCANX drawdown since its inception was -64.94%, which is greater than CHILX's maximum drawdown of -47.73%. Use the drawdown chart below to compare losses from any high point for BCANX and CHILX. For additional features, visit the drawdowns tool.
Volatility
BCANX vs. CHILX - Volatility Comparison
Baillie Gifford China A Shares Fund (BCANX) has a higher volatility of 6.25% compared to BlackRock China A Opportunities Fund (CHILX) at 5.45%. This indicates that BCANX's price experiences larger fluctuations and is considered to be riskier than CHILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.