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Matthews Asia ESG Investor (MASGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.75-0.16 (-1.24%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.67%
5-year average return8.59%
Number of years up5
Number of years down3
Best 1-yr total return (29 Apr 2024)42.87%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return42.87%
Worst 3-yr total return1.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMASGXCategory
YTD0.88%8.73%
1-month0.40%1.20%
3-month0.88%5.47%
1-year7.40%41.79%
3-year-0.30%11.48%
5-year8.36%12.18%
10-year0.00%4.39%
Last bull market41.33%17.73%
Last bear market0.74%-25.55%

Annual total return (%) history

Year
MASGXCategory
2024
N/AN/A
2023
7.83%N/A
2022
-14.38%N/A
2021
11.76%N/A
2020
42.87%17.90%
2019
12.54%19.25%
2018
-9.73%-16.07%
2017
33.79%34.17%
2016
-1.40%8.47%
2015
N/A-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.88%N/AN/AN/A
20231.28%6.87%-2.66%2.35%
2022-12.56%0.74%-13.15%11.90%
20215.02%8.99%0.06%-2.41%
2020-23.65%31.80%13.27%25.34%
201912.02%-2.15%-3.29%6.16%
20181.82%-3.82%-1.33%-6.58%
201712.26%6.16%4.77%7.15%
2016-2.60%1.22%5.05%-4.81%
2015-9.96%4.63%N/AN/A

Rank in category (by total return)

YTD82
1-month92
3-month82
1-year66
3-year26
5-year5

Load adjusted returns

1-year7.40%
3-year-0.30%
5-year8.36%
10-yearN/A