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-25-2024 |
| End Price | $5,277.52 | $26.51 |
| 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% | -8.91% |
| Annualized Return | 7.49% | -0.92% |
| Current Value of $1,000 Purchase | $2,072 | $911 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | -1.81% |
| Minimum Return | -25.54% | -56.74% |
| Maximum Return | 110.77% | 85.14% |
| Number Profitable Returns | 6,506 | 3,255 |
| Percent Profitable Returns | 89.61% | 44.83% |
| Number Unprofitable Returns | 754 | 4,005 |
| Percent Unprofitable Returns | 10.39% | 55.17% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 0.81 |
FXI Performance Table and Chart
FXI Dividend 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