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

Key characteristics


CYBASHR

Correlation

-0.50.00.51.00.3

The correlation between CYB and ASHR 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

CYB vs. ASHR - Performance Comparison

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


10.00%20.00%30.00%40.00%December2024FebruaryMarchAprilMay
6.76%
42.34%
CYB
ASHR

Compare stocks, funds, or ETFs

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


WisdomTree Chinese Yuan Strategy Fund

Xtrackers Harvest CSI 300 China A-Shares Fund

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.


CYB
Sharpe ratio
The chart of Sharpe ratio for CYB, currently valued at -0.88, compared to the broader market-1.000.001.002.003.004.005.00-0.88
Sortino ratio
The chart of Sortino ratio for CYB, currently valued at -1.24, compared to the broader market-2.000.002.004.006.008.00-1.24
Omega ratio
The chart of Omega ratio for CYB, currently valued at 0.81, compared to the broader market0.501.001.502.002.500.81
Calmar ratio
The chart of Calmar ratio for CYB, currently valued at -0.32, compared to the broader market0.002.004.006.008.0010.0012.00-0.32
Martin ratio
The chart of Martin ratio for CYB, currently valued at -0.88, compared to the broader market0.0020.0040.0060.00-0.88
ASHR
Sharpe ratio
The chart of Sharpe ratio for ASHR, currently valued at -0.70, compared to the broader market-1.000.001.002.003.004.005.00-0.70
Sortino ratio
The chart of Sortino ratio for ASHR, currently valued at -0.98, compared to the broader market-2.000.002.004.006.008.00-0.98
Omega ratio
The chart of Omega ratio for ASHR, currently valued at 0.90, compared to the broader market0.501.001.502.002.500.90
Calmar ratio
The chart of Calmar ratio for ASHR, currently valued at -0.25, compared to the broader market0.002.004.006.008.0010.0012.00-0.25
Martin ratio
The chart of Martin ratio for ASHR, currently valued at -0.91, compared to the broader market0.0020.0040.0060.00-0.91

CYB vs. ASHR - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.00December2024FebruaryMarchAprilMay
-0.88
-0.70
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 2.40%.


TTM20232022202120202019201820172016201520142013
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%
ASHR
Xtrackers Harvest CSI 300 China A-Shares Fund
2.40%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%December2024FebruaryMarchAprilMay
-9.63%
-44.40%
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 4.92%. 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%2.00%4.00%6.00%8.00%December2024FebruaryMarchAprilMay0
4.92%
CYB
ASHR