CHILX vs. BCANX
Compare and contrast key facts about BlackRock China A Opportunities Fund (CHILX) and Baillie Gifford China A Shares Fund (BCANX).
CHILX is managed by Blackrock. It was launched on Dec 26, 2018. BCANX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHILX or BCANX.
Key characteristics
| CHILX | BCANX | |
|---|---|---|
| YTD Return | 9.77% | -8.24% |
| 1Y Return | -7.80% | -24.80% |
| 3Y Return (Ann) | -10.76% | -21.08% |
| Sharpe Ratio | -0.34 | -1.09 |
| Daily Std Dev | 17.75% | 21.23% |
| Max Drawdown | -47.73% | -64.94% |
| Current Drawdown | -37.01% | -59.49% |
Correlation
The correlation between CHILX and BCANX is 0.85, 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
CHILX vs. BCANX - Performance Comparison
In the year-to-date period, CHILX achieves a 9.77% return, which is significantly higher than BCANX's -8.24% 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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CHILX vs. BCANX - Expense Ratio Comparison
CHILX has a 0.99% expense ratio, which is higher than BCANX's 0.87% expense ratio.
Risk-Adjusted Performance
CHILX vs. BCANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock China A Opportunities Fund (CHILX) and Baillie Gifford China A Shares Fund (BCANX). 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
CHILX vs. BCANX - Dividend Comparison
CHILX's dividend yield for the trailing twelve months is around 1.84%, more than BCANX's 0.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
CHILX BlackRock China A Opportunities Fund | 1.84% | 2.02% | 0.92% | 1.19% | 3.64% | 12.77% |
BCANX Baillie Gifford China A Shares Fund | 0.03% | 0.03% | 2.82% | 11.35% | 0.72% | 0.00% |
Drawdowns
CHILX vs. BCANX - Drawdown Comparison
The maximum CHILX drawdown since its inception was -47.73%, smaller than the maximum BCANX drawdown of -64.94%. Use the drawdown chart below to compare losses from any high point for CHILX and BCANX. For additional features, visit the drawdowns tool.
Volatility
CHILX vs. BCANX - Volatility Comparison
The current volatility for BlackRock China A Opportunities Fund (CHILX) is 4.32%, while Baillie Gifford China A Shares Fund (BCANX) has a volatility of 5.24%. This indicates that CHILX experiences smaller price fluctuations and is considered to be less risky than BCANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.