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The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Matthews China Dividend Investor (MCDFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.48
+0.06
(+0.53%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
9
Number of years down
5
Best 1-yr total return (2 May 2024)
37.69%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
MCDFX
Category average
5 years
MCDFX
Category average
10 years
MCDFX
Category average
Alpha
-13.81
0.06
-7.14
0.06
1.33
0.03
BETA
0.87
0.01
0.8
0.01
0.86
0.01
Mean annual return
-1
0.01
-0.13
0.01
0.49
0.01
R-squared
28.99
0.46
35.96
0.43
41.15
0.53
Standard deviation
26.35
0.22
23.35
0.19
20.1
0.21
Sharpe ratio
-0.57
0.01
-0.16
0.01
0.21
0
Treynor ratio
-19.84
0.15
-7.87
0.17
2.79
0.07
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