Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MISMX (MATTHEWS ASIA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) | 25.36% | 33.82% | 13.61% | 5.14% | 10.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MISMX (MATTHEWS ASIA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) | 05/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 33.82 | 13.61 | 5.14 | 10.09 | NA | NA | … | … | 25.36 | 13.74 | -5.92 | 20.28 | -22.43 | 15.61 | 43.81 | 17.66 | -17.61 | 30.68 | -1.24 | -9.22 | 11.65 | -1.04 |
| Sharpe Ratio | NA | 1.71 | 0.63 | 0.16 | 0.49 | NA | NA | … | … | 2.81 | 0.67 | -0.65 | 1.19 | -1.07 | 0.81 | 1.61 | 1.51 | -1.18 | 3.95 | -0.14 | -0.66 | 1.57 | -0.13 |
| Standard Deviation(%) | NA | 18.55 | 16.61 | 17.96 | 17.35 | NA | NA | … | … | 23.95 | 16.22 | 14.77 | 14.14 | 22.38 | 19.34 | 26.86 | 10.71 | 16.19 | 7.63 | 10.45 | 13.99 | 7.43 | 12.71 |
| Draw Down(%) | NA | 12.84 | 22.53 | 34.10 | 34.10 | NA | NA | … | … | 12.84 | 12.95 | 12.63 | 13.97 | 25.82 | 15.80 | 30.59 | 7.12 | 26.91 | 3.87 | 10.85 | 24.71 | 6.58 | 16.21 |
| Yield(%) | 0.00 | 1.81 | 4.72 | 2.59 | 4.86 | 3.30 | 2.47 | … | … | 0.00 | 1.94 | 3.89 | 9.39 | 0.48 | 0.15 | 0.52 | 0.83 | 14.54 | 9.98 | 0.70 | 0.37 | 0.64 | 0.68 |
Data as of 06/04/2026, Common starting date is 05/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISMX (MATTHEWS ASIA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) |
-5.74%
Nov 2021 – Nov 2024 |
-2.30%
Mar 2015 – Mar 2020 |
4.37%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISMX (MATTHEWS ASIA SMALL COMPANIES FUND INSTITUTIONAL CLASS SHARES) |
29.31%
Oct 2018 – Oct 2021 |
17.21%
Nov 2016 – Nov 2021 |
10.08%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart