Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITEX (MATTHEWS ASIA INNOVATORS FUND INSTITUTIONAL CLASS SHARES) | 62.45% | 95.37% | 35.55% | 9.07% | 16.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITEX (MATTHEWS ASIA INNOVATORS FUND INSTITUTIONAL CLASS SHARES) | 05/02/2013 | 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 (%) | -1.73 | 95.37 | 35.55 | 9.07 | 16.48 | NA | NA | … | … | 62.45 | 30.27 | 16.58 | -1.62 | -24.59 | -13.23 | 87.03 | 29.71 | -18.40 | 53.19 | -8.92 | 4.63 | 9.54 | 23.77 |
| Sharpe Ratio | NA | 4.27 | 1.60 | 0.29 | 0.67 | NA | NA | … | … | 8.02 | 1.33 | 0.73 | -0.27 | -0.77 | -0.51 | 2.91 | 1.86 | -1.02 | 5.30 | -0.62 | 0.26 | 0.77 | 2.85 |
| Standard Deviation(%) | NA | 23.02 | 20.68 | 24.37 | 22.43 | NA | NA | … | … | 29.37 | 21.07 | 17.70 | 19.85 | 33.90 | 25.77 | 29.71 | 15.15 | 19.49 | 9.96 | 14.85 | 17.52 | 12.30 | 13.20 |
| Draw Down(%) | NA | 11.24 | 18.11 | 50.22 | 56.63 | NA | NA | … | … | 10.64 | 17.30 | 12.04 | 23.01 | 39.42 | 31.72 | 22.74 | 10.67 | 30.70 | 6.13 | 16.05 | 22.32 | 8.11 | 11.47 |
| Yield(%) | 0.00 | 0.00 | 0.07 | 5.31 | 8.92 | 8.24 | 6.18 | … | … | 0.00 | 0.00 | 0.00 | 0.19 | 15.61 | 16.06 | 2.98 | 0.38 | 2.23 | 11.95 | 9.42 | 13.88 | 1.37 | 0.30 |
Data as of 06/04/2026, Common starting date is 05/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITEX (MATTHEWS ASIA INNOVATORS FUND INSTITUTIONAL CLASS SHARES) |
-16.15%
Jan 2021 – Jan 2024 |
-0.43%
Dec 2020 – Dec 2025 |
7.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITEX (MATTHEWS ASIA INNOVATORS FUND INSTITUTIONAL CLASS SHARES) |
37.22%
May 2023 – May 2026 |
27.68%
Feb 2016 – Feb 2021 |
16.75%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
