LNGZX vs. ICHKX
LNGZX (Columbia Greater China Fund) and ICHKX (Guinness Atkinson China And Hong Kong Fund) are both China Equities funds. Over the past 10 years, LNGZX returned 2.95%/yr vs 3.39%/yr for ICHKX. Their correlation of 0.85 means they have usually moved in the same direction. LNGZX charges 1.25%/yr vs 1.71%/yr for ICHKX.
Performance
LNGZX vs. ICHKX - Performance Comparison
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Returns By Period
In the year-to-date period, LNGZX achieves a -10.99% return, which is significantly lower than ICHKX's -0.49% return. Over the past 10 years, LNGZX has underperformed ICHKX with an annualized return of 2.95%, while ICHKX has yielded a comparatively higher 3.39% annualized return.
LNGZX
- 1D
- 1.31%
- 1M
- 3.76%
- 6M
- -14.42%
- YTD
- -10.99%
- 1Y
- -2.31%
- 3Y*
- 1.74%
- 5Y*
- -8.49%
- 10Y*
- 2.95%
- ALL TIME*
- 7.28%
ICHKX
- 1D
- 2.02%
- 1M
- 10.14%
- 6M
- -5.32%
- YTD
- -0.49%
- 1Y
- 11.84%
- 3Y*
- 3.04%
- 5Y*
- -4.27%
- 10Y*
- 3.39%
- ALL TIME*
- 4.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LNGZX vs. ICHKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LNGZX Columbia Greater China Fund | -10.99% | 27.49% | 12.29% | -18.70% | -28.42% | -25.21% | 46.04% | 32.95% | -20.01% | 59.90% |
ICHKX Guinness Atkinson China And Hong Kong Fund | -0.49% | 28.97% | 0.05% | -14.52% | -23.67% | -6.90% | 14.58% | 30.08% | -20.50% | 49.07% |
Correlation
The correlation between LNGZX and ICHKX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1998 | 0.85 |
The correlation between LNGZX and ICHKX has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.
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Return for Risk
LNGZX vs. ICHKX — Risk / Return Rank
LNGZX
ICHKX
LNGZX vs. ICHKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Greater China Fund (LNGZX) and Guinness Atkinson China And Hong Kong Fund (ICHKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LNGZX | ICHKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.73 | ||
| Sortino ratioReturn per unit of downside risk | -1.00 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.10 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 0.47 | -0.68 |
| Martin ratioReturn relative to average drawdown | -0.41 | 1.37 | -1.78 |
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Drawdowns
LNGZX vs. ICHKX - Drawdown Comparison
The maximum LNGZX drawdown since its inception was -73.37%, roughly equal to the maximum ICHKX drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for LNGZX and ICHKX.
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Drawdown Indicators
| LNGZX | ICHKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.37% | -70.67% | -2.70% |
Max Drawdown (1Y)Largest decline over 1 year | -23.54% | -18.33% | -5.21% |
Max Drawdown (3Y)Largest decline over 3 years | -24.58% | -26.21% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -56.81% | -48.88% | -7.93% |
Max Drawdown (10Y)Largest decline over 10 years | -67.94% | -58.39% | -9.55% |
Current DrawdownCurrent decline from peak | -53.57% | -36.68% | -16.89% |
Average DrawdownAverage peak-to-trough decline | -26.67% | -27.27% | +0.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.71% | 6.31% | +5.40% |
Volatility
LNGZX vs. ICHKX - Volatility Comparison
Columbia Greater China Fund (LNGZX) has a higher volatility of 6.62% compared to Guinness Atkinson China And Hong Kong Fund (ICHKX) at 5.60%. This indicates that LNGZX's price experiences larger fluctuations and is considered to be riskier than ICHKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LNGZX | ICHKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 5.60% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 16.18% | 12.88% | +3.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.84% | 17.22% | +4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.57% | 23.61% | +5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.61% | 22.45% | +4.16% |
LNGZX vs. ICHKX - Expense Ratio Comparison
LNGZX has a 1.25% expense ratio, which is lower than ICHKX's 1.71% expense ratio.
Dividends
LNGZX vs. ICHKX - Dividend Comparison
LNGZX's dividend yield for the trailing twelve months is around 2.11%, more than ICHKX's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ICHKX Guinness Atkinson China And Hong Kong Fund | 1.06% | 1.06% | 1.11% | 0.74% | 0.86% | 20.44% | 3.57% | 4.37% | 12.53% | 6.76% | 5.31% | 12.25% |
LNGZX Columbia Greater China Fund | 2.11% | 1.88% | 1.21% | 0.67% | 0.00% | 0.00% | 4.29% | 1.40% | 5.85% | 1.20% | 0.00% | 4.54% |
Frequently Asked Questions
LNGZX and ICHKX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LNGZX has higher volatility (6.62%) compared to ICHKX (5.60%). In terms of maximum drawdown, LNGZX dropped -73.37% vs ICHKX's -70.67%.
ICHKX currently has the higher Sharpe Ratio (0.50 vs -0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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