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Matthews China Small Companies (MCSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.38-0.06 (-0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.47%
5-year average return4.00%
Number of years up6
Number of years down6
Best 1-yr total return (5 May 2024)82.51%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return82.51%
Worst 3-yr total return-18.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCSMXCategory
YTD1.23%6.62%
1-month3.31%1.20%
3-month15.27%6.57%
1-year-11.98%37.26%
3-year-19.54%13.53%
5-year2.70%15.37%
10-year6.15%7.09%
Last bull market-2.28%18.73%
Last bear market-0.99%-27.14%

Annual total return (%) history

Year
MCSMXCategory
2024
N/AN/A
2023
-17.51%N/A
2022
-31.25%N/A
2021
-3.59%N/A
2020
82.51%37.10%
2019
35.41%25.86%
2018
-17.68%-20.68%
2017
53.88%42.40%
2016
-2.35%-2.06%
2015
4.07%-4.20%
2014
-3.33%1.54%
2013
28.84%10.71%
2012
10.53%18.42%
2011
N/A-24.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.01%N/AN/AN/A
20230.27%-10.95%-0.71%-6.96%
2022-19.95%-0.99%-22.26%11.57%
20211.01%11.67%-11.12%-3.83%
202010.51%42.64%1.88%13.65%
201917.75%0.80%2.64%11.16%
20186.48%2.37%-14.51%-11.66%
201714.62%7.44%14.74%8.91%
2016-6.03%0.12%13.30%-8.39%
20151.95%14.27%-19.57%11.06%
2014-1.72%-0.10%0.10%-1.64%
20137.86%-1.19%10.76%9.15%
20129.38%-8.05%0.28%9.59%
2011-29.79%4.58%N/AN/A

Rank in category (by total return)

YTD55
1-month73
3-month38
1-year48
3-year68
5-year7

Load adjusted returns

1-year-11.98%
3-year-19.54%
5-year2.70%
10-year6.15%