Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MATW (Matthews International Corporation) | -0.49% | 18.09% | -10.03% | -5.13% | -4.95% | -0.34% | 0.23% | … | … |
Data as of 06/04/2026, Common starting date is 07/20/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MATW (Matthews International Corporation) | 07/20/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -5.76 | 18.09 | -10.03 | -5.13 | -4.95 | -0.34 | 0.23 | … | … | -0.49 | -1.50 | -21.90 | 23.36 | -14.50 | 27.69 | -20.49 | -3.95 | -21.84 | -30.53 | 45.35 | 10.98 | 15.44 | 34.21 | 3.39 | -9.35 | -0.45 | -2.66 | -21.33 | 19.76 | 8.68 | -0.55 | 25.00 | 33.16 | -8.77 | 56.60 | 15.66 | -12.70 | 43.18 | 55.75 | 44.87 | 41.82 | -5.17 |
| Sharpe Ratio | NA | 0.68 | -0.32 | -0.19 | -0.17 | NA | NA | … | … | 0.21 | -0.10 | -0.61 | 0.61 | -0.54 | 0.87 | -0.33 | -0.15 | -0.83 | -1.46 | 2.06 | 0.54 | 0.85 | 1.72 | 0.15 | -0.24 | -0.02 | -0.09 | -0.45 | 0.46 | 0.18 | -0.11 | 0.73 | 1.20 | -0.29 | 1.50 | 0.30 | -0.34 | 0.97 | 1.73 | 1.29 | 1.09 | -0.31 |
| Standard Deviation(%) | NA | 34.01 | 38.70 | 36.02 | 36.95 | NA | NA | … | … | 30.43 | 42.94 | 41.54 | 32.75 | 29.65 | 31.72 | 62.84 | 36.57 | 28.03 | 21.49 | 21.95 | 20.26 | 18.07 | 19.90 | 22.19 | 39.06 | 26.73 | 30.62 | 49.66 | 36.42 | 28.72 | 26.67 | 33.02 | 27.08 | 34.02 | 36.87 | 38.73 | 47.01 | 41.14 | 29.99 | 31.55 | 34.78 | 47.01 |
| Draw Down(%) | NA | 15.87 | 59.02 | 59.02 | 75.26 | NA | NA | … | … | 15.87 | 39.42 | 40.41 | 28.97 | 39.00 | 25.00 | 54.70 | 34.26 | 36.46 | 30.62 | 12.47 | 11.86 | 12.52 | 8.31 | 16.59 | 29.04 | 21.67 | 31.72 | 38.51 | 17.51 | 18.91 | 16.41 | 13.06 | 13.92 | 25.22 | 15.87 | 27.33 | 36.24 | 16.02 | 8.16 | 10.17 | 9.76 | 16.67 |
| Yield(%) | 0.00 | 4.52 | 2.53 | 2.43 | 1.57 | 1.97 | 1.76 | … | … | 1.97 | 3.72 | 2.64 | 2.80 | 2.42 | 3.03 | 2.21 | 1.97 | 1.44 | 0.91 | 1.21 | 1.12 | 1.11 | 1.25 | 1.15 | 0.94 | 0.81 | 0.73 | 0.53 | 0.56 | 0.54 | 0.50 | 0.54 | 0.54 | 0.44 | 0.68 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/20/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATW (Matthews International Corporation) |
-30.86%
Jun 2017 – Jun 2020 |
-17.21%
Jun 2015 – Jun 2020 |
-6.43%
Oct 2015 – Oct 2025 |
-3.61%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MATW (Matthews International Corporation) |
47.83%
Dec 1995 – Dec 1998 |
31.95%
Dec 1994 – Dec 1999 |
27.10%
Dec 1994 – Dec 2004 |
17.27%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart