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Matthews Asia Innovators Fund (MITEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.59+0.13 (+1.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.61%
5-year average return7.69%
Number of years up5
Number of years down5
Best 1-yr total return (2 May 2024)87.01%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return87.01%
Worst 3-yr total return-13.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMITEXCategory
YTD7.00%6.84%
1-month-0.17%0.38%
3-month9.43%3.55%
1-year7.99%39.94%
3-year-12.01%13.48%
5-year7.15%14.45%
10-year8.36%7.68%
Last bull market18.08%18.71%
Last bear market0.13%-22.83%

Annual total return (%) history

Year
MITEXCategory
2024
N/AN/A
2023
-1.62%N/A
2022
-24.73%N/A
2021
-12.96%N/A
2020
87.01%29.34%
2019
29.71%19.98%
2018
-18.40%-14.74%
2017
53.18%37.39%
2016
-8.92%2.62%
2015
4.63%-7.45%
2014
9.54%5.53%
2013
N/A2.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.18%N/AN/AN/A
20232.52%-4.58%-5.25%6.14%
2022-18.92%0.13%-14.53%8.48%
2021-0.67%5.80%-11.10%-6.84%
2020-8.40%38.78%13.97%29.08%
201917.05%1.81%-3.93%13.30%
20184.21%-2.69%-10.37%-10.22%
201714.60%13.68%7.19%9.69%
2016-6.40%1.82%6.55%-10.30%
20154.85%3.78%-16.68%15.39%
2014-0.48%8.55%1.25%0.14%
201313.61%11.90%N/AN/A

Rank in category (by total return)

YTD11
1-month71
3-month25
1-year28
3-year82
5-year1

Load adjusted returns

1-year7.99%
3-year-12.01%
5-year7.15%
10-year8.36%