Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICHX (MATTHEWS CHINA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) | 34.94% | 61.64% | 19.60% | -1.37% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICHX (MATTHEWS CHINA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) | 12/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.11 | 61.64 | 19.60 | -1.37 | NA | NA | NA | … | … | 34.94 | 29.17 | 2.96 | -17.36 | -31.08 | -3.51 | 83.10 | 35.68 | -17.48 | 6.83 |
| Sharpe Ratio | NA | 3.24 | 0.79 | -0.12 | NA | NA | NA | … | … | 5.08 | 1.23 | -0.03 | -1.12 | -1.15 | -0.14 | 2.98 | 2.25 | -0.87 | 9.65 |
| Standard Deviation(%) | NA | 21.50 | 22.95 | 23.92 | NA | NA | NA | … | … | 26.40 | 21.47 | 25.33 | 18.94 | 28.39 | 25.31 | 27.65 | 15.19 | 21.86 | 14.42 |
| Draw Down(%) | NA | 12.28 | 26.36 | 58.21 | NA | NA | NA | … | … | 12.28 | 20.15 | 19.40 | 31.82 | 44.38 | 21.07 | 16.89 | 11.87 | 34.96 | 3.25 |
| Yield(%) | 0.00 | 2.85 | 2.31 | 3.49 | 6.88 | 4.59 | 3.44 | … | … | 0.00 | 3.11 | 1.66 | 2.14 | 1.45 | 13.65 | 26.01 | 1.60 | 1.75 | 5.87 |
Data as of 06/05/2026, Common starting date is 12/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICHX (MATTHEWS CHINA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) |
-23.31%
Jan 2021 – Jan 2024 |
-6.23%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICHX (MATTHEWS CHINA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) |
38.41%
Oct 2018 – Oct 2021 |
7.38%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart