Data Source: from January 2005 to September 2021

Last Update: 30 Sep 2021

Category: Stocks
ETF: iShares China Large-Cap ETF (FXI)

In the last 10 years, the iShares China Large-Cap ETF (FXI) ETF obtained a 4.89% compound annual return, with a 20.09% standard deviation.

In 2020, the portfolio granted a 2.34% dividend yield. If you are interested in getting periodic income, please refer to the iShares China Large-Cap ETF (FXI) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Emerging Asia Pacific
  • Country: China

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares China Large-Cap ETF (FXI) ETF: Dividend Yield page.

Time Range:
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Period Returns
Sep 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-4.91%
-4.91%
Sep 2021 - Sep 2021
0 - 1
3M
-15.97%
-15.97%
Jul 2021 - Sep 2021
1 - 2
6M
-16.29%
-16.30%
Apr 2021 - Sep 2021
2 - 4
YTD
-15.88%
-20.87%
Feb 2021 - Sep 2021
3 - 6
1Y
-5.61%
17.71%
-20.87%
Feb 2021 - Sep 2021
6 - 6
3Y
-0.97%
annualized
18.93%
-20.87%
Feb 2021 - Sep 2021
21 - 15
5Y
+2.99%
annualized
18.08%
-24.85%
Feb 2018 - Mar 2020
36 - 24
10Y
+4.89%
annualized
20.09%
-39.43%
May 2015 - Feb 2016
73 - 47
MAX
01 Jan 2005
+6.78%
annualized
25.33%
-65.57%
Nov 2007 - Feb 2009
122 - 79
* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares China Large-Cap ETF (FXI) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.67% +158.55%
Nov 2006 - Oct 2007
-64.62%
Nov 2007 - Oct 2008
35.79%
2 Years
+8.26% +97.94%
Nov 2005 - Oct 2007
-22.80%
Nov 2007 - Oct 2009
43.26%
3 Years
+5.81% +47.53%
Jan 2005 - Dec 2007
-13.23%
Nov 2007 - Oct 2010
27.11%
5 Years
+5.03% +20.68%
Nov 2005 - Oct 2010
-10.94%
Nov 2007 - Oct 2012
21.83%
7 Years
+4.36% +13.35%
Feb 2005 - Jan 2012
-6.22%
Nov 2007 - Oct 2014
6.78%
10 Years
+4.33% +12.98%
May 2005 - Apr 2015
-2.36%
Nov 2007 - Oct 2017
3.66%
15 Years
+7.01% +8.22%
Jan 2005 - Dec 2019
+4.74%
Oct 2006 - Sep 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares China Large-Cap ETF (FXI) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares China Large-Cap ETF (FXI) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.78
41%
0.22
59%
0.72
65%
3.37
71%
-0.69
41%
0.54
65%
2.27
76%
-1.23
53%
0.01
59%
2.15
75%
2.07
75%
1.35
50%
Best
Year
16.4
2006
6.7
2005
17.4
2009
17.5
2008
16.9
2009
14.7
2007
9.3
2014
7.4
2007
19.8
2007
21.4
2007
11.3
2006
18.5
2006
Worst
Year
-15.5
2008
-10.4
2018
-9.0
2012
-3.0
2010
-11.7
2012
-13.0
2008
-12.5
2021
-11.3
2015
-20.2
2011
-27.0
2008
-14.2
2007
-8.0
2007
Statistics calculated for the period Jan 2005 - Sep 2021

For further information about the seasonality, check the Asset Class Seasonality page.

Monthly Returns of iShares China Large-Cap ETF (FXI) ETF:

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-15.88% 6.3 -0.6 -4.9 -0.8 -0.1 0.5 -12.5 1.0 -4.9
2020
+8.93% -8.9 2.3 -7.7 2.8 1.2 2.5 4.2 6.3 -4.5 5.0 6.6 0.3
2019
+14.87% 10.4 1.1 1.5 0.5 -9.3 7.0 -3.9 -4.8 1.7 3.4 -0.5 8.6
2018
-13.26% 14.1 -10.4 0.0 -0.7 -0.5 -6.8 1.5 -2.8 1.0 -8.2 7.0 -6.0
2017
+36.22% 5.7 4.1 0.8 0.1 4.2 -0.6 7.1 4.0 -0.5 4.3 0.5 2.0
2016
+1.08% -11.6 -3.0 11.5 -0.7 0.4 2.4 3.5 4.6 2.6 -3.0 2.0 -5.8
2015
-12.93% -0.9 6.1 1.5 15.6 -5.0 -5.0 -12.2 -11.3 -1.3 7.9 -2.1 -3.7
2014
+11.45% -9.9 2.3 1.1 -2.4 5.5 2.0 9.3 0.0 -5.4 4.3 1.7 3.8
2013
-2.18% 2.5 -6.1 -5.2 2.2 -4.6 -7.3 5.4 2.5 5.6 1.3 6.8 -3.9
2012
+19.17% 11.4 3.8 -9.0 3.4 -11.7 3.1 1.6 -3.3 4.6 6.3 1.0 9.1
2011
-17.56% -1.3 -0.2 5.8 0.7 0.4 -3.8 -1.4 -8.8 -20.2 17.0 0.4 -3.5
2010
+3.50% -9.2 3.2 6.3 -3.0 -3.6 0.5 5.4 -4.7 9.0 5.0 -3.6 -0.2
2009
+47.37% -13.7 -3.2 17.4 12.1 16.9 3.6 9.1 -6.1 4.1 1.9 4.8 -2.8
2008
-47.78% -15.5 0.8 -7.0 17.5 -4.2 -13.0 2.4 -5.7 -18.1 -27.0 5.7 10.2
2007
+54.72% -6.9 -4.6 3.4 2.8 6.7 14.7 8.6 7.4 19.8 21.4 -14.2 -8.0
2006
+83.17% 16.4 1.2 2.3 5.8 -6.8 4.8 2.4 0.7 2.7 5.2 11.3 18.5
2005
+13.31% -2.3 6.7 -5.5 1.3 -1.2 4.5 8.1 0.1 4.0 -10.3 5.8 3.1
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