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Matthews China Dividend Instl (MICDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.86+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.40%
5-year average return-3.95%
Number of years up8
Number of years down5
Best 1-yr total return (29 Apr 2024)37.88%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return37.88%
Worst 3-yr total return-12.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMICDXCategory
YTD-3.55%6.62%
1-month0.19%1.20%
3-month-3.55%6.57%
1-year-25.52%37.26%
3-year-14.27%13.53%
5-year-4.75%15.37%
10-year3.38%7.09%
Last bull market17.82%18.73%
Last bear market3.28%-27.14%

Annual total return (%) history

Year
MICDXCategory
2024
N/AN/A
2023
-20.58%N/A
2022
-16.58%N/A
2021
-0.38%N/A
2020
24.38%37.10%
2019
15.16%25.86%
2018
-9.83%-20.68%
2017
37.88%42.40%
2016
5.90%-2.06%
2015
9.71%-4.20%
2014
1.11%1.54%
2013
13.72%10.71%
2012
27.90%18.42%
2011
-14.22%-24.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.55%N/AN/AN/A
20232.86%-11.24%-5.06%-8.36%
2022-16.42%3.28%-17.08%16.55%
20211.02%11.01%-9.11%-2.26%
2020-12.72%19.26%7.52%11.12%
201916.27%-0.60%-5.77%5.74%
20181.99%1.18%-6.12%-6.92%
20178.37%8.14%8.47%8.47%
2016-2.61%1.90%11.66%-4.44%
20157.03%14.72%-17.71%8.58%
2014-4.51%3.78%2.98%-0.91%
20131.70%-1.74%7.67%5.69%
201214.31%-3.55%5.16%10.32%
2011-0.99%2.76%-18.92%3.98%

Rank in category (by total return)

YTD59
1-month53
3-month59
1-year76
3-year27
5-year48

Load adjusted returns

1-year-25.52%
3-year-14.27%
5-year-4.75%
10-year3.38%