Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MJFOX (MATTHEWS JAPAN FUND INVESTOR CLASS SHARES) | 12.68% | 15.96% | 14.83% | 6.33% | 6.69% | 8.96% | 5.43% | 3.42% |
Data as of 07/25/2025, AR inception is 07/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MJFOX (MATTHEWS JAPAN FUND INVESTOR CLASS SHARES) | 07/23/1999 | 07/25/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.15 | 15.96 | 14.83 | 6.33 | 6.69 | 8.96 | 5.43 | 3.42 | 12.68 | 16.31 | 17.99 | -27.84 | -1.67 | 29.80 | 26.08 | -20.12 | 33.13 | 0.40 | 20.83 | -2.60 | 34.03 | 8.32 | -7.72 | 19.63 | 10.07 | -28.38 | -10.96 | -6.44 | 14.83 | 22.03 | 59.54 | -13.39 | -31.64 | -25.03 | 1.69 |
| Sharpe Ratio | NA | 0.56 | 0.58 | 0.24 | 0.28 | NA | NA | 0.10 | 0.95 | 0.63 | 0.95 | -1.26 | -0.10 | 1.14 | 1.92 | -1.17 | 3.90 | 0.01 | 1.26 | -0.20 | 2.03 | 0.66 | -0.33 | 1.25 | 0.48 | -0.89 | -0.87 | -0.48 | 0.90 | 1.06 | 2.72 | -0.61 | -1.32 | -1.12 | 0.01 |
| Standard Deviation(%) | NA | 22.94 | 19.62 | 19.28 | 18.62 | NA | NA | 20.05 | 21.82 | 20.27 | 15.19 | 23.36 | 16.97 | 25.79 | 12.81 | 18.37 | 8.37 | 17.68 | 16.57 | 12.78 | 16.76 | 12.63 | 23.61 | 15.63 | 20.78 | 32.90 | 16.25 | 20.80 | 14.03 | 19.76 | 21.59 | 23.84 | 26.22 | 26.16 | 24.57 |
| Draw Down(%) | NA | 17.14 | 17.14 | 40.35 | 40.35 | NA | NA | 67.90 | 14.45 | 12.96 | 12.84 | 35.84 | 13.66 | 28.28 | 6.38 | 30.43 | 5.09 | 13.23 | 14.24 | 9.44 | 12.05 | 11.41 | 16.43 | 11.24 | 25.64 | 42.48 | 16.93 | 21.82 | 9.87 | 19.29 | 13.68 | 29.82 | 39.63 | 41.53 | 17.78 |
| Yield(%) | 0.00 | 2.14 | 3.06 | 6.04 | 5.55 | 7.11 | 4.29 | 2.79 | 0.00 | 2.45 | 0.00 | 4.85 | 10.96 | 11.79 | 9.96 | 3.16 | 4.88 | 1.15 | 0.00 | 0.50 | 1.94 | 0.11 | 1.77 | 4.46 | 3.02 | 1.51 | 5.29 | 0.00 | 0.19 | 0.00 | 0.00 | 0.00 | 1.90 | 4.34 | 2.64 |
Data as of 07/25/2025, AR inception is 07/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MJFOX (MATTHEWS JAPAN FUND INVESTOR CLASS SHARES) |
-30.95%
Mar 2000 - Mar 2003 |
-10.29%
Mar 2004 - Mar 2009 |
-5.95%
Mar 2000 - Mar 2010 |
-0.36%
Nov 1999 - Nov 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MJFOX (MATTHEWS JAPAN FUND INVESTOR CLASS SHARES) |
36.32%
Mar 2003 - Mar 2006 |
16.96%
Feb 2009 - Feb 2014 |
11.87%
Feb 2009 - Feb 2019 |
10.16%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart