Bridgewater Associates Performance Guide: Compare Returns of S&P 500 and iShares China Large-Cap ETF (FXI)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
Compare Returns for S&P 500 and FXI | ||
---|---|---|
S&P 500 | FXI | |
Start Date | Jun-01-2014 | Jun-30-2014 |
Start Price | $2,546.84 | $29.10 |
End Date | Jun-01-2024 | Jun-28-2024 |
End Price | $5,277.52 | $25.99 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Oct-31-2022 |
Min Price | $2,503.97 | $19.82 |
Max Date | Jun-01-2024 | Jan-29-2021 |
Max Price | $5,277.52 | $45.80 |
Total Return | 107.22% | -10.70% |
Annualized Return | 7.49% | -1.12% |
Current Value of $1,000 Purchase | $2,072 | $893 |
Number Returns | 7,260 | 7,260 |
Average Return | 30.36% | -1.84% |
Minimum Return | -25.54% | -56.74% |
Maximum Return | 110.77% | 85.14% |
Number Profitable Returns | 6,506 | 3,254 |
Percent Profitable Returns | 89.61% | 44.82% |
Number Unprofitable Returns | 754 | 4,006 |
Percent Unprofitable Returns | 10.39% | 55.18% |
Profitable to Unprofitable Returns Ratio | 8.63 | 0.81 |
FXI Performance Table and Chart
FXI Dollar-cost Average
FXI Trendline Chart
FXI Moving Average Chart
FXI Stock Return Map - See Patterns of Gains and Losses
FXI Stock Returns/Purchase Dates