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KURE vs. FXI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

KURE vs. FXI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KraneShares MSCI All China Health Care Index ETF (KURE) and iShares China Large-Cap ETF (FXI). The values are adjusted to include any dividend payments, if applicable.

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KURE vs. FXI - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
KURE
KraneShares MSCI All China Health Care Index ETF
0.18%24.87%-17.83%-17.70%-25.43%-16.01%68.97%34.30%-30.07%
FXI
iShares China Large-Cap ETF
-6.24%28.95%28.98%-12.42%-20.66%-20.06%8.92%14.90%-22.87%

Returns By Period

In the year-to-date period, KURE achieves a 0.18% return, which is significantly higher than FXI's -6.24% return.


KURE

1D
1.67%
1M
-2.79%
YTD
0.18%
6M
-15.23%
1Y
13.79%
3Y*
-4.11%
5Y*
-12.05%
10Y*

FXI

1D
2.57%
1M
-3.70%
YTD
-6.24%
6M
-11.79%
1Y
2.68%
3Y*
9.39%
5Y*
-3.25%
10Y*
3.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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KURE vs. FXI - Expense Ratio Comparison

KURE has a 0.65% expense ratio, which is lower than FXI's 0.74% expense ratio.


Return for Risk

KURE vs. FXI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KURE
KURE Risk / Return Rank: 2626
Overall Rank
KURE Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
KURE Sortino Ratio Rank: 2929
Sortino Ratio Rank
KURE Omega Ratio Rank: 2727
Omega Ratio Rank
KURE Calmar Ratio Rank: 2727
Calmar Ratio Rank
KURE Martin Ratio Rank: 2121
Martin Ratio Rank

FXI
FXI Risk / Return Rank: 1616
Overall Rank
FXI Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FXI Sortino Ratio Rank: 1616
Sortino Ratio Rank
FXI Omega Ratio Rank: 1616
Omega Ratio Rank
FXI Calmar Ratio Rank: 1616
Calmar Ratio Rank
FXI Martin Ratio Rank: 1616
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

KURE vs. FXI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KraneShares MSCI All China Health Care Index ETF (KURE) 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.


KUREFXIDifference

Sharpe ratio

Return per unit of total volatility

0.48

0.11

+0.37

Sortino ratio

Return per unit of downside risk

0.82

0.32

+0.49

Omega ratio

Gain probability vs. loss probability

1.11

1.04

+0.06

Calmar ratio

Return relative to maximum drawdown

0.62

0.15

+0.47

Martin ratio

Return relative to average drawdown

1.31

0.46

+0.86

KURE vs. FXI - Sharpe Ratio Comparison

The current KURE Sharpe Ratio is 0.48, which is higher than the FXI Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of KURE and FXI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


KUREFXIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

0.11

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.38

-0.10

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.06

0.17

-0.23

Correlation

The correlation between KURE and FXI is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

KURE vs. FXI - Dividend Comparison

KURE's dividend yield for the trailing twelve months is around 4.19%, more than FXI's 2.58% yield.


TTM20252024202320222021202020192018201720162015
KURE
KraneShares MSCI All China Health Care Index ETF
4.19%4.19%1.29%0.65%0.05%14.12%0.00%0.25%0.21%0.00%0.00%0.00%
FXI
iShares China Large-Cap ETF
2.58%2.42%1.76%3.17%2.61%1.60%2.19%2.74%2.69%2.31%2.69%2.90%

Drawdowns

KURE vs. FXI - Drawdown Comparison

The maximum KURE drawdown since its inception was -68.53%, smaller than the maximum FXI drawdown of -72.68%. Use the drawdown chart below to compare losses from any high point for KURE and FXI.


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Drawdown Indicators


KUREFXIDifference

Max Drawdown

Largest peak-to-trough decline

-68.53%

-72.68%

+4.15%

Max Drawdown (1Y)

Largest decline over 1 year

-22.72%

-17.25%

-5.47%

Max Drawdown (5Y)

Largest decline over 5 years

-67.94%

-55.14%

-12.80%

Max Drawdown (10Y)

Largest decline over 10 years

-60.81%

Current Drawdown

Current decline from peak

-56.38%

-26.17%

-30.21%

Average Drawdown

Average peak-to-trough decline

-37.67%

-31.27%

-6.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.71%

5.85%

+4.86%

Volatility

KURE vs. FXI - Volatility Comparison

KraneShares MSCI All China Health Care Index ETF (KURE) has a higher volatility of 9.06% compared to iShares China Large-Cap ETF (FXI) at 7.06%. This indicates that KURE'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


KUREFXIDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.06%

7.06%

+2.00%

Volatility (6M)

Calculated over the trailing 6-month period

17.78%

14.69%

+3.09%

Volatility (1Y)

Calculated over the trailing 1-year period

28.85%

24.27%

+4.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.89%

31.64%

+0.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.52%

27.70%

+4.82%