Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSMX (MATTHEWS CHINA SMALL COMPANIES FUND INVESTOR CLASS SHARES) | 43.36% | 72.55% | 21.81% | -3.43% | 9.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSMX (MATTHEWS CHINA SMALL COMPANIES FUND INVESTOR CLASS SHARES) | 06/08/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 72.55 | 21.81 | -3.43 | 9.32 | NA | NA | … | … | 43.36 | 27.86 | 2.82 | -17.50 | -31.25 | -16.72 | 55.62 | 35.41 | -17.68 | 53.89 | -2.35 | 4.07 | -3.33 | 28.84 | 10.52 | -26.80 |
| Sharpe Ratio | NA | 3.22 | 0.78 | -0.23 | 0.34 | NA | NA | … | … | 5.07 | 1.18 | -0.15 | -1.16 | -1.15 | -0.56 | 1.74 | 2.25 | -0.87 | 5.32 | -0.19 | 0.16 | -0.28 | 2.25 | 0.70 | -1.45 |
| Standard Deviation(%) | NA | 21.52 | 22.96 | 24.95 | 23.14 | NA | NA | … | … | 26.41 | 21.62 | 25.35 | 18.93 | 28.46 | 29.77 | 31.69 | 15.15 | 21.85 | 10.05 | 13.47 | 24.60 | 12.16 | 12.81 | 15.19 | 29.12 |
| Draw Down(%) | NA | 12.32 | 26.50 | 64.09 | 65.48 | NA | NA | … | … | 12.32 | 20.13 | 19.40 | 31.94 | 44.46 | 31.84 | 16.85 | 11.97 | 35.00 | 5.50 | 14.79 | 33.08 | 10.42 | 13.24 | 18.43 | 34.22 |
| Yield(%) | 0.00 | 2.62 | 2.04 | 0.85 | 2.91 | 2.58 | 1.93 | … | … | 0.00 | 2.85 | 1.39 | 1.85 | 1.20 | 0.58 | 1.02 | 1.40 | 1.76 | 8.14 | 4.56 | 8.48 | 3.61 | 1.34 | 0.28 | 0.09 |
Data as of 06/04/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSMX (MATTHEWS CHINA SMALL COMPANIES FUND INVESTOR CLASS SHARES) |
-27.07%
Jan 2021 – Jan 2024 |
-11.99%
Jun 2020 – Jun 2025 |
0.82%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSMX (MATTHEWS CHINA SMALL COMPANIES FUND INVESTOR CLASS SHARES) |
30.90%
Oct 2018 – Oct 2021 |
25.75%
Aug 2015 – Aug 2020 |
14.62%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart