Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACSX (MATTHEWS ASIAN GROWTH AND INCOME FUND INVESTOR CLASS SHARES) | NA | 11.51% | -0.16% | 4.94% | 1.72% | 3.30% | 5.20% | … | … |
Data as of 03/19/2025, Common starting date is 12/27/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACSX (MATTHEWS ASIAN GROWTH AND INCOME FUND INVESTOR CLASS SHARES) | 12/27/1994 | 03/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 11.51 | -0.16 | 4.94 | 1.72 | 3.30 | 5.20 | … | … | 2.68 | 9.97 | 3.35 | -20.99 | -9.97 | 16.78 | 17.30 | -10.88 | 21.82 | 1.40 | -4.50 | -0.66 | 4.78 | 26.86 | -10.71 | 19.19 | 41.47 | -31.75 | 21.68 | 23.47 | 15.76 | 21.44 | 38.51 | 9.01 | 11.07 | 3.68 | 48.87 | 1.25 | -23.19 | 11.89 | 7.24 | -0.29 |
| Sharpe Ratio | NA | 0.61 | -0.28 | 0.20 | 0.03 | NA | NA | … | … | 0.67 | 0.52 | -0.03 | -1.24 | -0.59 | 0.74 | 1.59 | -1.08 | 4.01 | 0.11 | -0.40 | -0.10 | 0.52 | 2.98 | -0.72 | 1.82 | 2.83 | -1.28 | 1.30 | 2.08 | 1.99 | 1.95 | 4.12 | 0.85 | 0.77 | -0.05 | 4.70 | -0.17 | -2.35 | 1.09 | 0.48 | -15.42 |
| Standard Deviation(%) | NA | 13.26 | 13.86 | 15.54 | 13.87 | NA | NA | … | … | 15.29 | 12.26 | 11.60 | 18.14 | 16.94 | 22.19 | 9.93 | 11.41 | 5.31 | 10.41 | 11.42 | 6.73 | 9.17 | 9.07 | 14.86 | 10.51 | 14.65 | 25.44 | 14.29 | 9.67 | 6.79 | 10.47 | 9.18 | 9.29 | 11.38 | 10.70 | 9.68 | 12.88 | 11.41 | 7.48 | 6.83 | 1.64 |
| Draw Down(%) | NA | 10.72 | 26.94 | 42.67 | 42.67 | NA | NA | … | … | 3.73 | 8.70 | 15.27 | 32.20 | 18.90 | 27.88 | 8.21 | 17.74 | 2.46 | 9.46 | 17.67 | 10.66 | 10.93 | 8.81 | 16.65 | 9.17 | 12.92 | 43.34 | 11.32 | 12.81 | 5.96 | 12.04 | 4.35 | 10.42 | 15.74 | 8.95 | 6.12 | 20.12 | 32.45 | 7.71 | 5.45 | 0.29 |
| Yield(%) | 0.00 | 4.51 | 2.52 | 2.67 | 3.91 | 4.39 | 6.08 | … | … | 0.79 | 3.76 | 2.73 | 1.30 | 1.13 | 1.70 | 4.19 | 9.41 | 4.84 | 8.52 | 6.60 | 4.18 | 3.09 | 3.08 | 5.98 | 4.46 | 3.77 | 10.68 | 15.48 | 13.83 | 7.28 | 6.61 | 4.01 | 2.97 | 2.23 | 14.59 | 8.60 | 11.05 | 4.96 | 2.21 | 2.88 | 0.43 |
Data as of 03/19/2025, Common starting date is 12/27/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACSX (MATTHEWS ASIAN GROWTH AND INCOME FUND INVESTOR CLASS SHARES) |
-11.59%
Jan 2021 – Jan 2024 |
-4.62%
Oct 2017 – Oct 2022 |
-0.56%
Oct 2013 – Oct 2023 |
1.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACSX (MATTHEWS ASIAN GROWTH AND INCOME FUND INVESTOR CLASS SHARES) |
29.10%
Apr 2003 – Apr 2006 |
24.33%
Oct 2002 – Oct 2007 |
18.69%
Jan 1998 – Jan 2008 |
15.28%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart