Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSMLX (MATTHEWS ASIA SMALL COMPANIES FUND INVESTOR CLASS SHARES) | 25.27% | 33.56% | 13.39% | 7.69% | 11.30% | 7.77% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSMLX (MATTHEWS ASIA SMALL COMPANIES FUND INVESTOR CLASS SHARES) | 09/16/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 33.56 | 13.39 | 7.69 | 11.30 | 7.77 | NA | … | … | 25.27 | 13.50 | -6.09 | 20.03 | -16.78 | 22.15 | 43.69 | 17.38 | -17.81 | 30.43 | -1.44 | -9.43 | 11.39 | 7.19 | 23.91 | -20.17 | 35.54 | 100.38 | -21.20 |
| Sharpe Ratio | NA | 1.69 | 0.61 | 0.30 | 0.57 | NA | NA | … | … | 2.79 | 0.66 | -0.66 | 1.17 | -0.85 | 1.20 | 1.61 | 1.48 | -1.19 | 3.93 | -0.16 | -0.67 | 1.53 | 0.63 | 1.96 | -0.98 | 1.92 | 4.16 | -1.13 |
| Standard Deviation(%) | NA | 18.59 | 16.62 | 17.57 | 17.15 | NA | NA | … | … | 24.01 | 16.20 | 14.76 | 14.13 | 21.53 | 18.50 | 26.90 | 10.72 | 16.19 | 7.60 | 10.45 | 14.02 | 7.45 | 11.30 | 12.30 | 20.57 | 18.51 | 24.09 | 49.40 |
| Draw Down(%) | NA | 12.89 | 22.62 | 30.42 | 34.34 | NA | NA | … | … | 12.89 | 12.98 | 12.67 | 13.96 | 25.98 | 15.83 | 30.67 | 7.11 | 26.99 | 3.91 | 10.90 | 24.77 | 6.67 | 16.26 | 12.27 | 27.40 | 15.23 | 17.14 | 36.40 |
| Yield(%) | 0.00 | 1.57 | 4.51 | 4.82 | 6.44 | 4.68 | 7.63 | … | … | 0.00 | 1.68 | 3.65 | 9.21 | 6.17 | 6.69 | 0.39 | 0.60 | 14.27 | 9.72 | 0.43 | 0.12 | 0.43 | 0.50 | 1.13 | 10.32 | 1.48 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSMLX (MATTHEWS ASIA SMALL COMPANIES FUND INVESTOR CLASS SHARES) |
-2.95%
Mar 2017 – Mar 2020 |
-2.51%
Mar 2015 – Mar 2020 |
3.22%
Mar 2010 – Mar 2020 |
6.24%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSMLX (MATTHEWS ASIA SMALL COMPANIES FUND INVESTOR CLASS SHARES) |
41.15%
Feb 2009 – Feb 2012 |
27.21%
Feb 2009 – Feb 2014 |
14.07%
Feb 2009 – Feb 2019 |
14.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart