China Equities (FXI)
VS
60/40 Portfolio
Total Return by Period
Updated: Nov 14, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | -0.07% | -0.13% | 0.07% | 2.95% | 8.12% | 38.73% | 36.37% | 98.08% |
| China Equities (FXI) | -1.30% | 0.45% | 0.30% | 4.64% | 33.96% | 49.09% | -15.48% | 6.93% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| China Equities (FXI) | 28.93% | -12.36% | -20.63% | -19.99% | 8.80% | 14.81% | -13.23% | 36.11% | 1.06% | -12.79% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| 60/40 Portfolio | 98.08% | 7.51% | 7.09% | -39.57% | 0.39 | 0.48 | 0.19 | 0.07 |
| China Equities (FXI) | 6.93% | 4.57% | 0.67% | -89.34% | 0.06 | 0.08 | 0.05 | 0.32 |
Total Return
No Taxes, No Rebalancing.