WCQGX vs. ICHKX
Compare and contrast key facts about WCM China Quality Growth Fund (WCQGX) and Guinness Atkinson China And Hong Kong Fund (ICHKX).
WCQGX is managed by WCM Investment Management. It was launched on Mar 30, 2020. ICHKX is managed by Guinness Atkinson. It was launched on Jun 29, 1994.
Performance
WCQGX vs. ICHKX - Performance Comparison
Loading graphics...
WCQGX vs. ICHKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WCQGX WCM China Quality Growth Fund | -3.58% | 20.97% | -3.03% | -18.49% | -26.70% | 4.03% | 64.08% |
ICHKX Guinness Atkinson China And Hong Kong Fund | -2.77% | 28.97% | 0.05% | -14.52% | -23.67% | -6.90% | 40.98% |
Returns By Period
In the year-to-date period, WCQGX achieves a -3.58% return, which is significantly lower than ICHKX's -2.77% return.
WCQGX
- 1D
- 1.40%
- 1M
- -4.75%
- YTD
- -3.58%
- 6M
- -12.57%
- 1Y
- 5.17%
- 3Y*
- -3.22%
- 5Y*
- -8.42%
- 10Y*
- —
ICHKX
- 1D
- 0.83%
- 1M
- -5.95%
- YTD
- -2.77%
- 6M
- -3.81%
- 1Y
- 13.55%
- 3Y*
- 1.41%
- 5Y*
- -6.79%
- 10Y*
- 4.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WCQGX vs. ICHKX - Expense Ratio Comparison
WCQGX has a 1.50% expense ratio, which is lower than ICHKX's 1.71% expense ratio.
Return for Risk
WCQGX vs. ICHKX — Risk / Return Rank
WCQGX
ICHKX
WCQGX vs. ICHKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM China Quality Growth Fund (WCQGX) 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.
| WCQGX | ICHKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.73 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.46 | 1.06 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.15 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.96 | -0.70 |
Martin ratioReturn relative to average drawdown | 0.65 | 3.99 | -3.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WCQGX | ICHKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.73 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.36 | -0.29 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.18 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.19 | -0.09 |
Correlation
The correlation between WCQGX and ICHKX is 0.84, 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.
Dividends
WCQGX vs. ICHKX - Dividend Comparison
WCQGX's dividend yield for the trailing twelve months is around 6.91%, more than ICHKX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCQGX WCM China Quality Growth Fund | 6.91% | 6.67% | 2.02% | 0.82% | 0.28% | 8.54% | 2.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ICHKX Guinness Atkinson China And Hong Kong Fund | 1.09% | 1.06% | 1.11% | 0.74% | 0.86% | 20.44% | 3.57% | 4.37% | 12.53% | 6.76% | 5.31% | 12.25% |
Drawdowns
WCQGX vs. ICHKX - Drawdown Comparison
The maximum WCQGX drawdown since its inception was -59.28%, smaller than the maximum ICHKX drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for WCQGX and ICHKX.
Loading graphics...
Drawdown Indicators
| WCQGX | ICHKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.28% | -70.67% | +11.39% |
Max Drawdown (1Y)Largest decline over 1 year | -15.08% | -14.00% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -57.82% | -53.67% | -4.15% |
Max Drawdown (10Y)Largest decline over 10 years | — | -58.39% | — |
Current DrawdownCurrent decline from peak | -44.45% | -38.13% | -6.32% |
Average DrawdownAverage peak-to-trough decline | -34.13% | -27.16% | -6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 3.37% | +3.28% |
Volatility
WCQGX vs. ICHKX - Volatility Comparison
WCM China Quality Growth Fund (WCQGX) has a higher volatility of 7.14% compared to Guinness Atkinson China And Hong Kong Fund (ICHKX) at 5.50%. This indicates that WCQGX'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.
Loading graphics...
Volatility by Period
| WCQGX | ICHKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 5.50% | +1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 11.19% | +4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 18.63% | +4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.45% | 23.71% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.76% | 22.40% | +1.36% |