Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| MIPIX (MATTHEWS ASIA DIVIDEND FUND INSTITUTIONAL CLASS SHARES) | 3.55% | 7.04% | 8.55% | 3.52% | 0.78% | 1.43% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIPIX (MATTHEWS ASIA DIVIDEND FUND INSTITUTIONAL CLASS SHARES) | 11/01/2010 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 11/01/2010.
AR inception is since 11/01/2010.
| 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 (%) | 0.13 | 8.55 | 3.52 | 0.78 | 1.43 | NA | NA | 3.55 | 7.04 | 6.02 | 4.78 | -29.51 | -15.49 | 32.07 | 11.36 | -12.63 | 34.77 | 4.03 | 3.94 | -0.18 | 11.43 | 21.70 | -9.92 | 0.77 |
| Sharpe Ratio | NA | 0.14 | -0.02 | -0.09 | -0.02 | NA | NA | 0.15 | 0.89 | -0.04 | 0.04 | -1.61 | -0.78 | 1.23 | 0.86 | -1.01 | 4.73 | 0.31 | 0.27 | -0.03 | 1.08 | 2.17 | -0.59 | 0.35 |
| Standard Deviation(%) | NA | 15.96 | 14.87 | 16.54 | 16.02 | NA | NA | 14.81 | 18.45 | 13.26 | 11.89 | 19.24 | 19.78 | 25.68 | 11.51 | 13.79 | 7.25 | 12.24 | 14.28 | 7.67 | 10.58 | 10.08 | 16.95 | 13.14 |
| Draw Down(%) | NA | 18.11 | 20.87 | 51.20 | 51.20 | NA | NA | 51.20 | 13.23 | 10.10 | 15.81 | 37.29 | 24.16 | 28.78 | 10.54 | 20.75 | 2.86 | 9.06 | 17.27 | 9.11 | 11.87 | 9.12 | 16.46 | 5.01 |
| Yield(%) | 0.00 | 2.51 | 1.61 | 1.48 | 2.86 | 3.28 | 2.46 | 3.51 | 0.00 | 3.31 | 1.29 | 0.67 | 0.97 | 1.86 | 2.35 | 6.27 | 7.26 | 3.04 | 3.43 | 2.03 | 4.23 | 4.55 | 3.09 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIPIX (MATTHEWS ASIA DIVIDEND FUND INSTITUTIONAL CLASS SHARES) |
-15.87%
Jan 2021 - Jan 2024 |
-6.33%
Oct 2017 - Oct 2022 |
0.37%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIPIX (MATTHEWS ASIA DIVIDEND FUND INSTITUTIONAL CLASS SHARES) |
14.40%
Jan 2015 - Jan 2018 |
13.87%
Jan 2016 - Jan 2021 |
9.91%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart