Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICFX (MATTHEWS CHINA FUND INSTITUTIONAL CLASS SHARES) | 1.69% | 22.13% | 12.62% | -8.61% | 6.00% | 2.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICFX (MATTHEWS CHINA FUND INSTITUTIONAL CLASS SHARES) | 11/01/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 22.13 | 12.62 | -8.61 | 6.00 | 2.65 | NA | … | … | 1.69 | 30.63 | 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 | 0.99 | 0.33 | -0.37 | 0.17 | NA | NA | … | … | -0.07 | 1.18 | 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 | 19.91 | 26.84 | 30.46 | 26.93 | NA | NA | … | … | 21.70 | 23.96 | 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 | 15.53 | 27.66 | 64.84 | 68.73 | NA | NA | … | … | 15.10 | 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 | 1.75 | 1.64 | 0.51 | 5.49 | 4.09 | 2.96 | … | … | 0.00 | 1.93 | 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 06/04/2026, Common starting date 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 |
-9.68%
Mar 2021 – Mar 2026 |
-0.68%
Jan 2014 – Jan 2024 |
2.07%
Mar 2011 – Mar 2026 |
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 |
2.84%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart