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

Correlation

The correlation between CYB and ASHR is 0.27, 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.


-0.50.00.51.00.3

Performance

CYB vs. ASHR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Chinese Yuan Strategy Fund (CYB) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
6.76%
56.07%
CYB
ASHR

Key characteristics

Returns By Period


CYB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ASHR

YTD

13.13%

1M

-1.46%

6M

13.80%

1Y

16.85%

5Y*

-0.36%

10Y*

1.26%

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CYB vs. ASHR - Expense Ratio Comparison

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


ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
Expense ratio chart for ASHR: current value at 0.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.65%
Expense ratio chart for CYB: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

Risk-Adjusted Performance

CYB vs. ASHR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Chinese Yuan Strategy Fund (CYB) and Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR). 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.


Sharpe ratio
No data
The chart of Calmar ratio for CYB, currently valued at 0.00, compared to the broader market0.005.0010.0015.000.000.37
CYB
ASHR


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
-1.00
0.59
CYB
ASHR

Dividends

CYB vs. ASHR - Dividend Comparison

CYB has not paid dividends to shareholders, while ASHR's dividend yield for the trailing twelve months is around 1.12%.


TTM20232022202120202019201820172016201520142013
CYB
WisdomTree Chinese Yuan Strategy Fund
0.00%100.63%0.84%6.52%0.41%2.04%1.16%0.00%0.00%0.00%0.39%0.84%
ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
1.12%2.48%1.13%0.88%0.81%0.98%1.32%0.84%0.73%30.13%0.27%0.00%

Drawdowns

CYB vs. ASHR - Drawdown Comparison


-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-9.63%
-39.04%
CYB
ASHR

Volatility

CYB vs. ASHR - Volatility Comparison

The current volatility for WisdomTree Chinese Yuan Strategy Fund (CYB) is 0.00%, while Xtrackers Harvest CSI 300 China A-Shares Fund (ASHR) has a volatility of 10.33%. This indicates that CYB experiences smaller price fluctuations and is considered to be less risky than ASHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%JulyAugustSeptemberOctoberNovemberDecember0
10.33%
CYB
ASHR
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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