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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MICFX (MATTHEWS CHINA FUND INSTITUTIONAL CLASS SHARES) 12.59% 29.64% -2.15% -8.19% 1.90% NA NA 1.42%
Data as of 07/11/2025, AR inception is 11/01/2010
More Performance Analytics Comparison
Name Start Date End Date
MICFX (MATTHEWS CHINA FUND INSTITUTIONAL CLASS SHARES) 11/01/2010 07/11/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 1.34 29.64 -2.15 -8.19 1.90 NA NA 1.42 12.59 17.92 -19.10 -29.47 -23.49 41.72 34.91 -21.07 59.41 -4.92 2.46 -4.22 6.92 12.21 -19.00 -3.71
Sharpe Ratio NA 0.78 -0.18 -0.34 0.02 NA NA 0.01 0.82 0.35 -0.93 -0.77 -0.79 1.43 1.67 -0.85 4.08 -0.25 0.10 -0.34 0.47 0.76 -0.77 -1.26
Standard Deviation(%) NA 33.89 30.28 30.90 27.33 NA NA 24.83 27.60 32.35 25.19 40.14 29.68 28.94 20.01 26.31 14.48 20.73 24.98 12.55 14.79 16.18 24.77 16.17
Draw Down(%) NA 27.07 40.58 68.73 68.73 NA NA 68.73 22.09 22.53 35.08 44.18 38.77 19.24 15.31 36.20 9.30 22.08 31.67 12.10 16.54 16.41 31.81 8.89
Yield(%) 0.00 2.21 0.75 0.47 5.01 3.89 2.92 4.17 0.00 2.33 0.74 0.00 0.37 0.49 1.75 14.06 14.89 12.10 16.43 1.78 9.43 2.95 8.00 0.00
Data as of 07/11/2025, AR inception is 11/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MICFX (MATTHEWS CHINA FUND INSTITUTIONAL CLASS SHARES) -29.02%
Jan 2021 - Jan 2024
-8.60%
May 2018 - May 2023
-0.68%
Jan 2014 - Jan 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MICFX (MATTHEWS CHINA FUND INSTITUTIONAL CLASS SHARES) 22.87%
Oct 2018 - Oct 2021
24.62%
Feb 2016 - Feb 2021
10.27%
Sep 2011 - Sep 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart