Performance analysis of CHN (CHINA FUND)
Annual Return
Over the past 3 years, CHN has had an average annual return of +22.06%, underperforming the benchmark SPY, which returned +23.58% annual.
Over the past 5 years, CHN has had an average annual return of -2.85%, underperforming the benchmark SPY, which returned +13.33% annual.
Over the past 10 years, CHN has had an average annual return of +9.65%, underperforming the benchmark SPY, which returned +15.29% annual.
Since Nov 1, 1999, CHN has had an average annual return of +12.49%, outperforming the benchmark SPY, which returned +8.35% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +52.47% | +18.89% | -21.21% | -25.76% | -11.05% | +46.85% | +33.10% | -19.43% | +47.65% | +0.04% | -6.54% | +5.78% |
| 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 |
| +13.09% | +20.46% | -27.51% | +23.61% | +72.22% | -40.72% | +49.32% | +65.72% | -21.55% | -10.76% | +209.32% | +12.44% |
| 2001 | 2000 | 1999 | |||||||||
| +35.70% | -12.90% | +11.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.08% | +7.22% | +0.47% | -6.93% | +2.51% | +21.55% | +5.17% | +9.77% | +7.39% | -1.46% | +52.47% | ||
| 2024 | -9.55% | +5.11% | +3.42% | +4.30% | +2.35% | -5.11% | -3.36% | +1.12% | +28.82% | -2.20% | -4.98% | +2.02% | +18.89% |
| 2023 | +19.04% | -16.25% | -0.70% | -8.05% | -9.10% | +3.56% | +12.92% | -9.20% | -6.87% | -7.85% | +5.03% | -0.50% | -21.21% |
| 2022 | -2.24% | -9.74% | -8.49% | -10.43% | +1.29% | +16.13% | -12.35% | -1.98% | -12.80% | -15.88% | +33.27% | +3.91% | -25.76% |
| 2021 | +4.62% | +7.10% | -8.53% | +1.61% | +1.35% | +1.19% | -9.03% | -1.48% | -6.97% | +2.48% | -1.92% | -0.62% | -11.05% |
| 2020 | -7.40% | +3.64% | -8.80% | +8.40% | +0.90% | +10.60% | +10.50% | +5.43% | -3.21% | +10.92% | +6.02% | +4.59% | +46.85% |
| 2019 | +14.15% | +2.65% | +2.98% | +3.93% | -11.80% | +8.35% | -0.30% | -4.21% | +0.41% | +3.45% | +2.09% | +9.66% | +33.10% |
| 2018 | +10.85% | -6.63% | -1.20% | -3.12% | +2.89% | -5.30% | -1.48% | -3.64% | -1.21% | -13.37% | +6.36% | -3.42% | -19.43% |
| 2017 | +4.59% | +2.60% | +2.89% | +5.86% | +2.56% | +3.55% | +4.87% | +5.51% | -1.55% | +3.69% | +1.80% | +3.45% | +47.65% |
Drawdown analysis of CHN (CHINA FUND)
The maximum drawdown for the CHN was -61.92%, occurring on Jan 22, 2024. This drawdown has not yet recovered.
The current CHN drawdown is -22.59%.
Since Nov 1, 1999 CHN has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 7 times
- 20% or more: 10 times
- 10% or more: 21 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.92% | Feb 19, 2021 | 734 | Jan 22, 2024 | Ongoing | Ongoing | Ongoing |
| -55.78% | Oct 29, 2007 | 269 | Nov 20, 2008 | 280 | Jan 4, 2010 | 549 |
| -51.10% | Jan 5, 2004 | 92 | May 17, 2004 | 676 | Jan 24, 2007 | 768 |
| -36.52% | Apr 27, 2015 | 202 | Feb 12, 2016 | 369 | Aug 1, 2017 | 571 |
| -32.85% | Jan 4, 2011 | 188 | Oct 3, 2011 | 704 | Jul 23, 2014 | 892 |
| -32.67% | Jan 26, 2018 | 191 | Oct 29, 2018 | 302 | Jan 13, 2020 | 493 |
| -30.55% | Jun 7, 2001 | 70 | Sep 21, 2001 | 114 | Mar 7, 2002 | 184 |
| -29.34% | Jan 13, 2020 | 45 | Mar 18, 2020 | 74 | Jul 2, 2020 | 119 |
| -27.17% | May 15, 2002 | 100 | Oct 7, 2002 | 72 | Jan 21, 2003 | 172 |
| -26.33% | Nov 16, 1999 | 233 | Oct 18, 2000 | 133 | May 1, 2001 | 366 |
| -18.50% | Nov 4, 2003 | 13 | Nov 21, 2003 | 20 | Dec 22, 2003 | 33 |
| -18.18% | Jan 11, 2010 | 93 | May 25, 2010 | 73 | Sep 8, 2010 | 166 |
| -17.78% | Jan 24, 2007 | 27 | Mar 5, 2007 | 27 | Apr 12, 2007 | 54 |
| -16.59% | Mar 26, 2003 | 20 | Apr 24, 2003 | 15 | May 15, 2003 | 35 |
| -15.94% | Jul 30, 2007 | 13 | Aug 16, 2007 | 7 | Aug 27, 2007 | 20 |
| -14.74% | Aug 1, 2003 | 4 | Aug 7, 2003 | 10 | Aug 21, 2003 | 14 |
| -12.06% | Oct 13, 2003 | 7 | Oct 22, 2003 | 4 | Oct 28, 2003 | 11 |
| -11.82% | Jul 15, 2003 | 2 | Jul 17, 2003 | 7 | Jul 28, 2003 | 9 |
| -11.53% | Jul 3, 2003 | 4 | Jul 10, 2003 | 3 | Jul 15, 2003 | 7 |
| -10.25% | Nov 8, 2010 | 6 | Nov 16, 2010 | 32 | Jan 3, 2011 | 38 |
| -10.19% | Oct 9, 2007 | 8 | Oct 19, 2007 | 6 | Oct 29, 2007 | 14 |
| -9.91% | Aug 21, 2003 | 12 | Sep 9, 2003 | 19 | Oct 6, 2003 | 31 |
| -9.89% | Jan 20, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
| -8.90% | Sep 10, 2014 | 26 | Oct 16, 2014 | 54 | Jan 5, 2015 | 80 |
| -8.06% | Mar 6, 2003 | 3 | Mar 11, 2003 | 4 | Mar 17, 2003 | 7 |