• INCEPTION (01/07/2004)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • -1.71%
  • S&P RETURN

  • 8.84%
(CHINA) AdvisorCFA's China Fund

CHINA Growth of $10,000

CHINA Model
CHINA Composite
S&P 500

CHINA Month By Month (As Of: 08/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CHINA YTD S&P YTD
20183.97%-3.88%-0.76%-4.61%5.85%-4.24%-1.79%-4.58%-----10.13% 9.94%
20172.80%2.74%2.03%1.17%8.99%-2.70%5.65%-2.09%0.92%2.36%3.03%1.53%29.23% 21.83%
2016-7.30%-1.56%6.06%-0.85%-2.07%-1.15%5.18%4.92%2.82%-1.45%2.98%-4.72%1.92% 11.96%
2015-2.87%2.30%-0.69%9.19%-3.91%0.80%-8.45%-9.20%-5.59%12.10%-1.46%-1.18%-10.59% 1.38%
2014-2.65%4.85%-4.54%-7.61%2.50%2.18%2.11%0.45%-6.52%1.17%-2.83%-6.41%-16.82% 13.69%
20137.04%-2.48%1.58%-0.86%3.71%-3.42%10.51%1.91%12.40%2.62%2.39%1.88%42.67% 32.39%
20129.47%4.79%-1.31%-0.38%-12.36%0.74%-4.79%3.81%1.13%0.72%0.66%1.81%2.74% 16.00%
2011-3.04%-1.52%-7.30%-1.45%-11.18%-6.94%-1.32%-10.86%-19.10%10.47%-5.88%-7.81%-50.82% 2.11%
2010-7.89%3.91%-0.06%-1.77%-11.71%-5.78%4.27%-9.84%9.57%5.15%-1.74%1.02%-15.97% 15.06%
2009-8.71%-6.96%13.91%23.93%31.31%2.20%3.33%-3.50%6.08%-3.35%2.44%0.54%69.45% 26.46%
2008-11.82%-1.80%-7.00%14.70%2.01%-16.15%4.61%-1.03%-13.83%-15.60%4.04%0.43%-37.84% -37.00%
2007-2.53%-2.56%-1.20%2.80%6.64%6.64%0.06%3.60%15.22%14.72%-12.31%-3.04%27.80% 5.49%
200614.77%1.88%2.45%5.81%-9.28%1.00%-3.04%0.28%2.19%4.35%9.87%10.98%46.82% 15.79%
2005-4.09%6.69%-5.49%-3.65%2.15%1.90%5.33%-1.56%1.62%-8.49%2.27%2.94%-1.55% 4.91%
2004-6.38%1.69%-6.83%-18.61%5.39%-1.94%-4.02%-3.51%5.21%-1.59%10.71%-0.89%-21.48% 8.88%
Returns greater than 5%
Returns less than -5%

CHINA Top 5 Holdings


Symbol Name Current Price % Fund
HTHT Huazhu Group Shs Sponsored American Depositary Rec $33.08 10.06%
SORL SORL Auto Parts Inc $4.66 5.78%
JOBS 51job Shs Sponsored American Depositary Receipt Re $72.28 5.38%
CAAS China Automotive Systems Inc $4.02 3.99%
CYD China Yuchai International Ltd $19.67 3.66%
Total 28.88%

CHINA Skill Metrics


Over the past years, Thomas has invested in a total of 189 stocks at one time or another and made money on 72 (38.10%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 38.10%
Trading Skills Avg. Gain/Loss Ratio 1.51