Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCHFX (MATTHEWS CHINA FUND INVESTOR CLASS SHARES) | 1.63% | 22.03% | 12.47% | -8.72% | 5.84% | 2.50% | 6.78% | … | … |
Data as of 06/04/2026, Common starting date is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCHFX (MATTHEWS CHINA FUND INVESTOR CLASS SHARES) | 12/28/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | 22.03 | 12.47 | -8.72 | 5.84 | 2.50 | 6.78 | … | … | 1.63 | 28.05 | 17.84 | -19.21 | -29.54 | -23.62 | 41.54 | 34.58 | -21.17 | 59.08 | -5.05 | 2.38 | -4.42 | 6.78 | 11.95 | -19.13 | 15.77 | 78.29 | -47.74 | 70.14 | 64.80 | 6.90 | 3.88 | 64.92 | -7.52 | 20.91 | -6.69 | 47.11 | 0.44 |
| Sharpe Ratio | NA | 0.98 | 0.33 | -0.38 | 0.16 | NA | NA | … | … | -0.08 | 1.18 | 0.44 | -0.91 | -0.78 | -0.80 | 1.42 | 1.66 | -0.86 | 4.07 | -0.25 | 0.09 | -0.35 | 0.46 | 0.74 | -0.78 | 0.78 | 2.77 | -1.01 | 2.39 | 3.82 | 0.41 | 0.14 | 3.41 | -0.50 | 0.71 | -0.34 | 1.41 | 3.33 |
| Standard Deviation(%) | NA | 19.93 | 26.84 | 30.45 | 26.93 | NA | NA | … | … | 21.71 | 24.02 | 32.33 | 25.20 | 40.09 | 29.68 | 28.93 | 20.00 | 26.37 | 14.43 | 20.74 | 24.95 | 12.55 | 14.80 | 16.18 | 24.66 | 20.02 | 28.27 | 48.28 | 28.12 | 16.17 | 11.22 | 20.77 | 18.85 | 17.45 | 26.62 | 31.62 | 31.08 | 12.46 |
| Draw Down(%) | NA | 15.58 | 27.77 | 64.98 | 68.87 | NA | NA | … | … | 15.14 | 22.12 | 22.56 | 35.15 | 44.25 | 38.85 | 19.29 | 15.29 | 36.31 | 9.27 | 22.10 | 31.68 | 12.17 | 16.61 | 16.48 | 31.83 | 16.63 | 17.43 | 62.15 | 18.41 | 17.59 | 9.91 | 25.14 | 13.38 | 26.51 | 35.26 | 27.62 | 25.26 | 0.64 |
| Yield(%) | 0.00 | 1.60 | 1.51 | 0.44 | 5.32 | 3.98 | 7.28 | … | … | 0.00 | 1.77 | 2.27 | 0.61 | 0.00 | 0.18 | 0.30 | 1.52 | 13.86 | 14.67 | 11.94 | 16.28 | 1.62 | 9.26 | 2.71 | 7.81 | 0.64 | 0.45 | 15.10 | 5.98 | 1.01 | 1.55 | 4.60 | 0.70 | 1.49 | 1.91 | 4.75 | 1.98 | 1.57 |
Data as of 06/04/2026, Common starting date is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCHFX (MATTHEWS CHINA FUND INVESTOR CLASS SHARES) |
-29.11%
Jan 2021 – Jan 2024 |
-9.78%
Mar 2021 – Mar 2026 |
-0.83%
Jan 2014 – Jan 2024 |
-0.94%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCHFX (MATTHEWS CHINA FUND INVESTOR CLASS SHARES) |
53.67%
Oct 2004 – Oct 2007 |
43.80%
Oct 2002 – Oct 2007 |
20.92%
Nov 2000 – Nov 2010 |
16.19%
Feb 1999 – Feb 2014 |
Annualized Rolling Returns Comparison Chart