Global X MSCI China Energy ETF chart

Last update: 2022-12-30
Key statistics and financials
Three year average return 7.60%
YTD return 2.90%
Beta 3Y 0.88
Total Assets 8.32M
Annual report expense ratio 0.66%

Company description

The fund invests at least 80% of its total assets in the securities of the underlying index and in ADRs and GDRs based on the securities in the underlying index. The underlying index tracks the performance of companies in the MSCI China Investable Market Index (the "parent index") that are classified in the energy sector, as defined by the index provider. The fund is non-diversified.

Sector: N/A - Industry: N/A


Insider Transactions

Here are the insider transactions of stock shares related to Global X MSCI China Energy ETF:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to Global X MSCI China Energy ETF. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on Global X MSCI China Energy ETF

Here is the result of two systematic investment strategies applied to Global X MSCI China Energy ETF. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on Global X MSCI China Energy ETF

The following chart shows the equity curve of the two systematic investment strategies applied to Global X MSCI China Energy ETF:

Global X MSCI China Energy ETF automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 27.27% on the backtest period.

Performance at glance

Performance

27.27 %

Latent gain

615.07 $

Invested capital

2255.39 $

Annualized return

6.59 %
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Momentum strategy results on Global X MSCI China Energy ETF

This is the result of two momentum investment strategies applied to Global X MSCI China Energy ETF. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on Global X MSCI China Energy ETF

The following chart shows all the entries opened by the momentum investment system on Global X MSCI China Energy ETF:

Global X MSCI China Energy ETF momentum entries
  • The first momentum investment strategy would give 28.98% of return on Global X MSCI China Energy ETF. That represents 1673.27$ of latent gain with 5774.41$ of employed capital.
  • The second momentum investment strategy would give 27.91% of return on Global X MSCI China Energy ETF. That represents 1187.91$ of latent gain with 4255.62$ of employed capital.
Performance at glance (1Q Momentum)

Performance

28.98 %

Latent gain

1673.27 $

Invested capital

5774.41 $

Annualized return

23.29 %
Performance at glance (2Q Momentum)

Performance

27.91 %

Latent gain

1187.91 $

Invested capital

4255.62 $

Annualized return

7.63 %

Momentum equity curve on Global X MSCI China Energy ETF

The following chart shows the equity curve of the two momentum strategies applied to Global X MSCI China Energy ETF:

Global X MSCI China Energy ETF momentum equity

Note: the dividends potentially given by Global X MSCI China Energy ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Global X MSCI China Energy ETF

The following chart shows the employed capital evolution of the two momentum strategies on Global X MSCI China Energy ETF since the beginning:

Global X MSCI China Energy ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Buy the dip strategy result on Global X MSCI China Energy ETF

Buy the dip entry openings on Global X MSCI China Energy ETF

Global X MSCI China Energy ETF

The performance achieved by the robo-advisor on Global X MSCI China Energy ETF is 49.83%. That represents 124.7$ of latent gain with 250.27$ of employed capital. The following chart shows Global X MSCI China Energy ETF stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of Global X MSCI China Energy ETF, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

49.83 %

Latent gain

124.7 $

Invested capital

250.27 $

Annualized return

23.29 %

Equity curve of the strategy applied to Global X MSCI China Energy ETF

The following chart shows the result of the investment strategy applied to Global X MSCI China Energy ETF:

Global X MSCI China Energy ETF

Note: the dividends potentially given by Global X MSCI China Energy ETF are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on Global X MSCI China Energy ETF

The following chart shows the employed capital evolution since the beginning of the investment strategy on Global X MSCI China Energy ETF:

Global X MSCI China Energy ETF

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on Global X MSCI China Energy ETF

In this section, I will compare the three previous investment strategies applied to Global X MSCI China Energy ETF.

Equity curve comparison on Global X MSCI China Energy ETF

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

Global X MSCI China Energy ETF investment strategy comparison

Employed capital comparison on Global X MSCI China Energy ETF

Global X MSCI China Energy ETF investment comparison

Performance comparison on Global X MSCI China Energy ETF

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 27.27% 615.07$ 2255.39$ 6.59%
Momentum 1 quarter 28.98% 1673.27$ 5774.41$ 7.43%
Momentum 2 quarters 27.91% 1187.91$ 4255.62$ 7.63%
Non-directional 49.83% 124.7$ 250.27$ 23.29%
Annualized return comparison

Automatic investment

6.59 %

Momentum 1Q

7.63 %

Momentum 2Q

7.63 %

Non-directional

23.29 %

Correlated stocks

Here are the most positively and negatively correlated stocks with Global X MSCI China Energy ETF:

Note: The algorithm computes the probability of correlation between Global X MSCI China Energy ETF and the other stocks. There may be false positives or some missing correlated stocks. If the price of Global X MSCI China Energy ETF does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name Global X MSCI China Energy ETF
Country
City
Address
Phone
Website
FullTime employees
Industry
Sector
Exchange ARCX
Ticker CHIE
Market

Global X MSCI China Energy ETF ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown