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High Quality Low CAPEX Companies China

Top 25 High Quality & Low CAPEX Chinese companies screened from here. These companies are of high quality and belong to low Capex industries.

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Guru Strategies:

All numbers do not include dividends. The Since Inception return is the cumulative return since inception date.

Last Portfolio Rebalance: 2024-01-01

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As of April 26, 2024 portfolio is 56.25 (+1.24%)
PerformanceDecember 31, 2020
(Inception)
Last
(April 26, 2024)
Last Change
(April 26, 2024)
% Change
Since Inception
% Change
Since Last Rebalance
Portfolio10056.25+0.69+1.24%-43.75%-1.76%
CSI 3005211.293558.9900%-31.71%+4.15%

Annualized Performance

The following are the average annualized total return over certain years. For YTD, the figure is not annualized and it represents the cumulative total return.
Portfolio/IndexYTD1 Year3 Years5 Years10 Years
Portfolio -1.76% -19.4% -18.52%
CSI 300 4.15% -10.77% -11.16% -1.76% 5.24% 2.1%

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