Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINCX (MATTHEWS ASIA STRATEGIC INCOME FUND INSTITUTIONAL CLASS SHARES) | NA | 13.33% | 5.87% | 1.26% | 2.63% | NA | NA | … | … |
Data as of 03/24/2023, Common starting date is 12/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINCX (MATTHEWS ASIA STRATEGIC INCOME FUND INSTITUTIONAL CLASS SHARES) | 12/13/2011 | 03/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.33 | 5.87 | 1.26 | 2.63 | NA | NA | … | … | 5.21 | -6.60 | -7.06 | 5.60 | 13.20 | -3.78 | 9.66 | 8.49 | -0.26 | 2.64 | -0.19 | 13.74 | 0.40 |
| Sharpe Ratio | NA | 0.71 | 0.46 | 0.03 | 0.29 | NA | NA | … | … | 1.67 | -0.51 | -0.99 | 0.63 | 4.48 | -1.52 | 4.34 | 1.91 | -0.07 | 1.01 | -0.05 | 4.48 | 1.74 |
| Standard Deviation(%) | NA | 14.92 | 10.86 | 9.14 | 6.95 | NA | NA | … | … | 11.54 | 15.79 | 7.17 | 8.54 | 2.64 | 3.37 | 2.09 | 4.32 | 3.94 | 2.58 | 4.12 | 3.08 | 5.09 |
| Draw Down(%) | NA | 29.07 | 36.94 | 36.94 | 36.94 | NA | NA | … | … | 4.48 | 34.02 | 11.04 | 18.34 | 1.73 | 8.07 | 1.00 | 3.78 | 4.87 | 3.74 | 8.64 | 3.40 | 0.51 |
| Yield(%) | 0.00 | 4.89 | 4.97 | 3.79 | 3.69 | 3.09 | 2.32 | … | … | 1.24 | 3.76 | 4.34 | 4.15 | 4.53 | 2.85 | 4.27 | 3.79 | 3.03 | 3.81 | 3.56 | 4.44 | 0.00 |
Data as of 03/24/2023, Common starting date is 12/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINCX (MATTHEWS ASIA STRATEGIC INCOME FUND INSTITUTIONAL CLASS SHARES) |
-10.58%
Oct 2019 – Oct 2022 |
-4.97%
Oct 2017 – Oct 2022 |
-0.57%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINCX (MATTHEWS ASIA STRATEGIC INCOME FUND INSTITUTIONAL CLASS SHARES) |
6.62%
Jan 2015 – Jan 2018 |
6.53%
Jan 2016 – Jan 2021 |
3.62%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart