Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIJFX (MATTHEWS JAPAN FUND INSTITUTIONAL CLASS SHARES) | 9.91% | 13.41% | 9.69% | 0.40% | 3.54% | NA | NA | 6.62% |
Data as of 08/01/2025, AR inception is 11/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIJFX (MATTHEWS JAPAN FUND INSTITUTIONAL CLASS SHARES) | 11/01/2010 | 08/01/2025 |
| 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 (%) | -2.52 | 13.41 | 9.69 | 0.40 | 3.54 | NA | NA | 6.62 | 9.91 | 16.41 | 18.08 | -32.54 | -11.64 | 18.11 | 26.10 | -20.09 | 33.23 | 0.51 | 20.94 | -2.47 | 34.26 | 8.46 | -7.72 | 7.83 |
| Sharpe Ratio | NA | 0.46 | 0.32 | -0.07 | 0.11 | NA | NA | 0.29 | 0.67 | 0.48 | 0.92 | -1.41 | -0.62 | 0.65 | 1.94 | -1.17 | 3.91 | 0.02 | 1.27 | -0.19 | 2.05 | 0.68 | -0.33 | 3.19 |
| Standard Deviation(%) | NA | 22.14 | 19.98 | 20.31 | 19.16 | NA | NA | 18.39 | 21.72 | 20.33 | 15.18 | 24.21 | 18.84 | 27.53 | 12.76 | 18.35 | 8.37 | 17.66 | 16.50 | 12.74 | 16.69 | 12.56 | 23.62 | 17.90 |
| Draw Down(%) | NA | 17.11 | 17.11 | 46.61 | 46.61 | NA | NA | 46.61 | 14.45 | 12.97 | 12.81 | 35.79 | 18.94 | 28.26 | 6.37 | 30.45 | 5.13 | 13.21 | 14.23 | 9.37 | 11.99 | 11.33 | 16.36 | 5.36 |
| Yield(%) | 0.00 | 2.22 | 0.86 | 0.76 | 2.43 | 3.04 | 2.28 | 3.26 | 0.00 | 2.53 | 0.00 | 0.00 | 1.08 | 0.65 | 10.01 | 3.22 | 4.96 | 1.27 | 0.00 | 0.57 | 2.06 | 0.34 | 1.77 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| MIJFX (MATTHEWS JAPAN FUND INSTITUTIONAL CLASS SHARES) |
-13.87%
Nov 2020 - Nov 2023 |
-7.17%
Feb 2018 - Feb 2023 |
1.68%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIJFX (MATTHEWS JAPAN FUND INSTITUTIONAL CLASS SHARES) |
19.11%
Jul 2012 - Jul 2015 |
17.10%
Jan 2013 - Jan 2018 |
10.22%
Oct 2011 - Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart