Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MISFX (MATTHEWS ASIA ESG FUND INSTITUTIONAL CLASS SHARES) | 35.31% | 55.48% | 18.73% | 8.74% | 12.78% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MISFX (MATTHEWS ASIA ESG FUND INSTITUTIONAL CLASS SHARES) | 05/01/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.78 | 55.48 | 18.73 | 8.74 | 12.78 | NA | NA | … | … | 35.31 | 16.26 | -2.39 | 8.21 | -14.30 | 11.84 | 43.15 | 12.74 | -9.52 | 34.11 | -1.16 | -7.14 |
| Sharpe Ratio | NA | 2.86 | 0.90 | 0.36 | 0.64 | NA | NA | … | … | 4.65 | 0.68 | -0.33 | 0.27 | -0.63 | 0.63 | 1.53 | 1.10 | -0.81 | 4.80 | -0.13 | -0.76 |
| Standard Deviation(%) | NA | 22.15 | 19.92 | 20.56 | 18.59 | NA | NA | … | … | 28.77 | 20.06 | 18.29 | 16.76 | 25.03 | 18.80 | 27.87 | 10.23 | 13.56 | 7.00 | 10.78 | 13.86 |
| Draw Down(%) | NA | 14.13 | 24.87 | 32.46 | 33.82 | NA | NA | … | … | 14.13 | 16.39 | 15.92 | 16.70 | 25.68 | 14.06 | 33.82 | 8.85 | 20.44 | 2.39 | 10.91 | 15.94 |
| Yield(%) | 0.00 | 6.28 | 5.32 | 5.00 | 6.90 | 4.21 | 3.16 | … | … | 0.00 | 6.72 | 2.73 | 7.61 | 4.51 | 8.90 | 7.74 | 1.70 | 3.79 | 5.01 | 1.62 | 1.15 |
Data as of 06/05/2026, Common starting date is 05/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISFX (MATTHEWS ASIA ESG FUND INSTITUTIONAL CLASS SHARES) |
-3.26%
Dec 2021 – Dec 2024 |
4.50%
Dec 2020 – Dec 2025 |
7.54%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISFX (MATTHEWS ASIA ESG FUND INSTITUTIONAL CLASS SHARES) |
25.18%
Oct 2018 – Oct 2021 |
18.25%
Feb 2016 – Feb 2021 |
13.46%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart