Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIPTX (MATTHEWS PACIFIC TIGER FUND INSTITUTIONAL CLASS SHARES) 35.11% 64.80% 20.76% -0.99% 5.13% 4.97% NA
Data as of 06/04/2026, Common starting date is 11/01/2010
More Performance Analytics Comparison
Name Start Date End Date
MIPTX (MATTHEWS PACIFIC TIGER FUND INSTITUTIONAL CLASS SHARES) 11/01/2010 06/04/2026
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 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 1.34 64.80 20.76 -0.99 5.13 4.97 NA 35.11 30.25 3.40 -4.70 -26.69 -21.10 21.99 10.94 -10.88 40.17 0.02 -1.15 12.03 3.78 21.24 -11.28 -1.18
Sharpe Ratio NA 3.10 0.92 -0.18 0.18 NA NA 3.70 1.57 -0.01 -0.54 -1.16 -0.79 0.81 0.82 -0.88 5.31 -0.01 -0.08 1.23 0.29 1.69 -0.58 -0.44
Standard Deviation(%) NA 19.65 18.10 21.12 18.94 NA NA 25.78 17.53 16.23 15.70 24.43 26.57 26.87 11.55 14.02 7.48 13.30 14.78 9.77 12.72 12.64 19.49 15.77
Draw Down(%) NA 14.01 22.15 52.58 56.02 NA NA 14.01 15.80 11.94 21.13 34.56 33.15 30.91 10.10 21.48 3.58 13.32 22.91 7.76 16.33 11.43 22.80 7.03
Yield(%) 0.00 2.77 4.54 1.50 2.62 3.23 2.42 0.00 2.97 8.79 2.82 0.00 0.13 0.43 3.90 4.17 1.93 2.80 10.06 5.71 1.46 1.08 2.03 0.00
Data as of 06/04/2026, Common starting date is 11/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIPTX (MATTHEWS PACIFIC TIGER FUND INSTITUTIONAL CLASS SHARES) -20.77%
Jan 2021 – Jan 2024
-7.81%
Jan 2019 – Jan 2024
-1.63%
Apr 2015 – Apr 2025
2.97%
Dec 2010 – Dec 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIPTX (MATTHEWS PACIFIC TIGER FUND INSTITUTIONAL CLASS SHARES) 20.93%
May 2023 – May 2026
14.21%
Feb 2016 – Feb 2021
8.94%
Feb 2011 – Feb 2021
4.69%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return