Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) | 0.67% | -14.60% | 2.41% | 6.20% | 2.31% | 5.03% | NA | 8.07% |
Data as of 07/02/2025, AR inception is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) | 11/01/2005 | 07/02/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | -14.60 | 2.41 | 6.20 | 2.31 | 5.03 | NA | 8.07 | 0.67 | -3.94 | 21.69 | -21.58 | 7.15 | 12.93 | -0.79 | -9.80 | 35.78 | -1.22 | 0.91 | 63.71 | -5.91 | 31.51 | -36.48 | 32.89 | 97.25 | -62.20 | 64.13 | 36.48 | 13.20 |
| Sharpe Ratio | NA | -0.75 | -0.03 | 0.25 | 0.06 | NA | NA | 0.29 | 0.04 | -0.47 | 1.77 | -0.97 | 0.36 | 0.39 | -0.16 | -0.73 | 3.61 | -0.11 | 0.05 | 4.69 | -0.28 | 1.76 | -1.81 | 1.77 | 2.63 | -1.32 | 2.45 | 1.33 | 8.96 |
| Standard Deviation(%) | NA | 22.52 | 19.02 | 19.44 | 19.10 | NA | NA | 23.10 | 18.28 | 22.55 | 9.91 | 23.72 | 19.94 | 32.52 | 13.98 | 15.24 | 9.77 | 13.50 | 17.06 | 13.59 | 21.03 | 18.05 | 20.21 | 18.56 | 36.92 | 47.59 | 25.13 | 25.08 | 12.45 |
| Draw Down(%) | NA | 31.20 | 31.20 | 36.33 | 48.46 | NA | NA | 72.18 | 14.38 | 21.50 | 5.81 | 27.15 | 19.85 | 42.77 | 16.46 | 23.02 | 5.17 | 13.51 | 16.37 | 6.59 | 32.88 | 19.51 | 36.97 | 11.39 | 28.10 | 68.69 | 16.51 | 32.08 | 1.87 |
| Yield(%) | 0.00 | 0.00 | 0.70 | 0.53 | 3.11 | 3.62 | 5.86 | 6.17 | 0.00 | 0.00 | 2.28 | 0.00 | 0.00 | 0.00 | 10.76 | 12.67 | 1.92 | 1.76 | 0.97 | 1.20 | 1.10 | 2.61 | 0.31 | 0.88 | 2.48 | 3.23 | 5.66 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 11/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) |
-14.40%
Mar 2006 - Mar 2009 |
-5.82%
Mar 2015 - Mar 2020 |
0.69%
Feb 2015 - Feb 2025 |
2.58%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) |
37.02%
Feb 2009 - Feb 2012 |
22.34%
Aug 2013 - Aug 2018 |
17.23%
Feb 2009 - Feb 2019 |
12.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart