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Matthews Asia Innovators Fund (MATFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.88-0.05 (-0.42%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.93%
5-year average return7.88%
Number of years up14
Number of years down10
Best 1-yr total return (26 Mar 2024)86.72%
Worst 1-yr total return (26 Mar 2024)N/A
Best 3-yr total return86.72%
Worst 3-yr total return-13.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMATFXCategory
YTD5.13%6.84%
1-month7.55%0.38%
3-month6.77%3.55%
1-year4.01%39.94%
3-year-14.45%13.48%
5-year7.60%14.45%
10-year7.51%7.68%
Last bull market22.91%18.71%
Last bear market0.07%-22.83%

Annual total return (%) history

Year
MATFXCategory
2023
-1.77%N/A
2022
-24.80%N/A
2021
-13.10%N/A
2020
86.72%29.34%
2019
29.60%19.98%
2018
-18.62%-14.74%
2017
52.88%37.39%
2016
-9.10%2.62%
2015
4.48%-7.45%
2014
9.24%5.53%
2013
35.61%2.21%
2012
14.11%23.62%
2011
-17.26%-20.95%
2010
23.58%18.77%
2009
70.28%71.16%
2008
-51.94%-53.50%
2007
23.74%47.53%
2006
21.29%45.36%
2005
19.82%21.30%
2004
12.84%13.21%
2003
64.95%53.64%
2002
-24.87%-8.76%
2001
-5.49%-2.63%
2000
-57.04%-25.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.48%-4.66%-5.25%6.11%
2022-18.93%0.07%-14.58%8.51%
2021-0.71%5.77%-11.20%-6.82%
2020-8.45%38.74%13.91%29.06%
201917.14%1.67%-3.88%13.21%
20184.16%-2.71%-10.50%-10.27%
201714.55%13.57%7.15%9.67%
2016-6.41%1.73%6.39%-10.26%
20154.85%3.71%-16.69%15.32%
2014-0.56%8.47%1.25%0.02%
20133.98%2.59%13.62%11.88%
201213.97%-7.31%7.42%0.55%
20110.81%-0.70%-19.09%2.16%
20104.86%-7.13%16.39%9.03%
2009-0.64%28.21%24.83%7.08%
2008-16.22%-6.94%-18.46%-24.40%
2007-0.88%12.48%10.19%0.72%
20068.27%-6.36%7.55%11.24%
2005-1.83%2.24%7.50%11.05%
20048.70%-2.86%-4.90%12.37%
2003-8.53%28.73%28.70%8.85%
20026.92%-13.19%-23.76%6.16%
2001-1.92%1.22%-29.23%34.50%
20007.40%-21.67%-24.38%-32.46%

Rank in category (by total return)

YTD2
1-month9
3-month8
1-year42
3-year96
5-year3

Load adjusted returns

1-year4.01%
3-year-14.45%
5-year7.60%
10-year7.51%