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Matthews Korea Investor (MAKOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.2800-0.0900 (-2.06%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.04%
5-year average return1.05%
Number of years up17
Number of years down10
Best 1-yr total return (19 Jun 2023)62.92%
Worst 1-yr total return (19 Jun 2023)N/A
Best 3-yr total return62.92%
Worst 3-yr total return-2.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAKOXCategory
YTD12.04%0.00%
1-month7.00%0.00%
3-month10.59%0.00%
1-year7.52%0.00%
3-year7.36%0.00%
5-year1.05%0.00%
10-year6.11%0.00%
Last bull market33.07%15.97%
Last bear market-18.67%-26.09%

Annual total return (%) history

Year
MAKOXCategory
2023
N/AN/A
2022
-25.42%N/A
2021
-0.33%N/A
2020
40.77%N/A
2019
3.80%N/A
2018
-22.21%N/A
2017
43.70%N/A
2016
-6.32%N/A
2015
15.16%N/A
2014
-0.73%-8.08%
2013
10.11%13.40%
2012
24.05%N/A
2011
-6.45%N/A
2010
21.86%N/A
2009
62.92%N/A
2008
-52.66%N/A
2007
18.89%N/A
2006
12.99%N/A
2005
58.76%N/A
2004
23.49%N/A
2003
33.26%N/A
2002
8.19%N/A
2001
71.06%N/A
2000
-52.84%N/A
1999
108.01%N/A
1998
96.15%N/A
1997
-64.75%N/A
1996
-31.79%N/A
1995
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.76%5.94%N/AN/A
2022-7.89%-18.67%-15.93%18.42%
20214.58%7.19%-12.10%1.16%
2020-22.37%23.53%13.33%29.53%
20191.31%-2.16%-5.51%10.81%
2018-2.03%-9.90%-1.48%-10.56%
201716.38%9.00%0.30%12.94%
2016-0.49%0.16%3.59%-9.27%
20158.67%6.51%-4.59%4.27%
2014-1.01%6.45%1.44%-7.13%
2013-4.26%-5.00%13.06%7.07%
20129.80%-5.36%12.79%5.83%
20114.47%3.72%-20.47%8.55%
20101.39%-5.49%15.25%10.34%
2009-5.45%25.38%32.21%3.95%
2008-16.46%-9.12%-23.90%-18.05%
2007-4.65%18.35%5.97%-0.58%
20064.55%-5.56%3.82%10.22%
20058.09%3.17%20.44%18.20%
200410.21%-6.86%2.78%17.04%
2003-19.03%36.14%6.44%13.58%
200229.05%-3.90%-12.84%0.09%
20015.36%23.41%-12.59%50.51%
2000-17.82%-7.02%-18.01%-24.72%
19999.31%69.73%-15.46%32.61%
199851.44%-36.51%1.00%101.98%
1997-4.24%15.40%-12.73%-63.44%
1996-2.31%-10.53%-4.10%-18.62%
1995-3.61%6.82%-10.13%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year11.55%
3-year6.93%
5-year1.41%
10-year5.84%