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Matthews China Dividend Investor (MCDFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.34+0.47 (+4.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.40%
5-year average return-4.07%
Number of years up9
Number of years down5
Best 1-yr total return (29 Apr 2024)37.69%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return37.69%
Worst 3-yr total return-13.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCDFXCategory
YTD-3.64%6.62%
1-month0.10%1.20%
3-month-3.64%6.57%
1-year-25.68%37.26%
3-year-14.41%13.53%
5-year-4.90%15.37%
10-year3.22%7.09%
Last bull market17.67%18.73%
Last bear market3.22%-27.14%

Annual total return (%) history

Year
MCDFXCategory
2024
N/AN/A
2023
-20.67%N/A
2022
-16.74%N/A
2021
-0.49%N/A
2020
24.22%37.10%
2019
15.00%25.86%
2018
-9.98%-20.68%
2017
37.69%42.40%
2016
5.70%-2.06%
2015
9.54%-4.20%
2014
0.94%1.54%
2013
13.35%10.71%
2012
27.81%18.42%
2011
-14.44%-24.95%
2010
22.53%13.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.64%N/AN/AN/A
20232.86%-11.33%-5.06%-8.38%
2022-16.47%3.22%-17.08%16.45%
20211.02%10.98%-9.20%-2.25%
2020-12.72%19.18%7.46%11.12%
201916.27%-0.66%-5.83%5.72%
20181.93%1.14%-6.17%-6.94%
20178.30%8.13%8.40%8.46%
2016-2.68%1.87%11.66%-4.51%
20157.03%14.68%-17.71%8.46%
2014-4.51%3.68%2.98%-0.99%
20131.54%-1.75%7.50%5.69%
201214.31%-3.58%5.16%10.27%
2011-1.07%2.77%-19.07%3.97%
20102.65%-1.06%14.29%5.57%

Rank in category (by total return)

YTD62
1-month56
3-month62
1-year78
3-year30
5-year50

Load adjusted returns

1-year-25.68%
3-year-14.41%
5-year-4.90%
10-year3.22%