Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and iShares MSCI China ETF (MCHI)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and MCHI | ||
|---|---|---|
| S&P 500 | MCHI | |
| Start Date | Jun-01-2014 | May-30-2014 |
| Start Price | $2,546.84 | $38.40 |
| End Date | Jun-01-2024 | May-31-2024 |
| End Price | $5,277.52 | $43.82 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Feb-29-2016 |
| Min Price | $2,503.97 | $33.73 |
| Max Date | Jun-01-2024 | Jan-29-2021 |
| Max Price | $5,277.52 | $82.94 |
| Total Return | 107.22% | 14.12% |
| Annualized Return | 7.49% | 1.32% |
| Current Value of $1,000 Purchase | $2,072 | $1,141 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 11.62% |
| Minimum Return | -25.54% | -58.85% |
| Maximum Return | 110.77% | 145.89% |
| Number Profitable Returns | 6,506 | 4,274 |
| Percent Profitable Returns | 89.61% | 58.87% |
| Number Unprofitable Returns | 754 | 2,986 |
| Percent Unprofitable Returns | 10.39% | 41.13% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 1.43 |
MCHI Performance Table and Chart
MCHI Dollar-cost Average
MCHI Trendline Chart
MCHI Moving Average Chart
MCHI Stock Return Map - See Patterns of Gains and Losses
MCHI Stock Returns/Purchase Dates