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MINCX: Matthews Asia Strategic Income Instl (MUTUAL FUND)
Basic Info
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/13/2011 |
Last Dividend Date: | 02/22/2023 |
12-Mo. Yield | 1.20% |
Expenses | 1.05% |
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Performance Analytics (As of 03/24/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 13.3 | 5.9 | 1.4 | 2.7 | 3.7 | 5.2 | -6.6 | -7.1 | 5.6 | 13.2 | -3.8 | 9.7 | 8.5 | -0.3 | 2.6 | -0.2 | 13.7 | 0.4 |
Sharpe Ratio | NA | 0.71 | 0.46 | 0.03 | 0.29 | 0.47 | 1.67 | -0.51 | -0.99 | 0.63 | 4.48 | -1.52 | 4.34 | 1.91 | -0.07 | 1.01 | -0.05 | 4.48 | 1.74 |
Draw Down(%) | NA | 29.1 | 36.9 | 36.9 | 36.9 | 36.9 | 4.5 | 34.0 | 11.0 | 18.3 | 1.7 | 8.1 | 1.0 | 3.8 | 4.9 | 3.7 | 8.6 | 3.4 | 0.5 |
Standard Deviation(%) | NA | 14.9 | 10.9 | 9.1 | 6.9 | 6.6 | 11.5 | 15.8 | 7.2 | 8.5 | 2.6 | 3.4 | 2.1 | 4.3 | 3.9 | 2.6 | 4.1 | 3.1 | 5.1 |
Treynor Ratio | NA | 0.51 | 0.18 | 0.01 | 0.1 | 0.17 | 1.51 | -0.28 | -3.86 | 0.09 | 1.75 | -0.23 | 1.79 | 0.76 | -0.26 | -5.84 | -0.02 | 1.93 | 0.46 |
Alpha | NA | 0.06 | 0.02 | 0.01 | 0.01 | 0.01 | 0.06 | 0.0 | -0.03 | 0.0 | 0.04 | -0.02 | 0.03 | 0.03 | 0.0 | 0.01 | 0.0 | 0.05 | 0.01 |
Beta | NA | 0.21 | 0.28 | 0.31 | 0.2 | 0.19 | 0.13 | 0.28 | 0.02 | 0.63 | 0.07 | 0.22 | 0.05 | 0.11 | 0.01 | 0.0 | 0.13 | 0.07 | 0.19 |
RSquared | NA | 0.02 | 0.04 | 0.07 | 0.04 | 0.04 | 0.01 | 0.03 | 0.0 | 0.4 | 0.01 | 0.16 | 0.03 | 0.04 | 0.0 | 0.0 | 0.05 | 0.02 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2011
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