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Matthews China Instl (MICFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.67+0.07 (+0.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.22%
5-year average return-2.53%
Number of years up6
Number of years down7
Best 1-yr total return (2 May 2024)59.71%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return59.71%
Worst 3-yr total return-18.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMICFXCategory
YTD2.59%6.62%
1-month5.50%1.20%
3-month15.65%6.57%
1-year-11.91%37.26%
3-year-19.12%13.53%
5-year-3.49%15.37%
10-year3.38%7.09%
Last bull market-2.32%18.73%
Last bear market8.92%-27.14%

Annual total return (%) history

Year
MICFXCategory
2024
N/AN/A
2023
-19.11%N/A
2022
-24.31%N/A
2021
-12.07%N/A
2020
43.23%37.10%
2019
34.89%25.86%
2018
-21.32%-20.68%
2017
59.71%42.40%
2016
-5.05%-2.06%
2015
2.50%-4.20%
2014
-4.22%1.54%
2013
6.97%10.71%
2012
12.22%18.42%
2011
-18.80%-24.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.76%N/AN/AN/A
20230.48%-13.06%-2.37%-5.16%
2022-20.26%8.92%-25.57%17.09%
20212.64%4.38%-13.03%-5.62%
2020-8.70%23.13%13.05%12.69%
201924.21%-1.40%-5.53%16.59%
20186.22%-5.94%-9.98%-12.52%
201715.87%12.35%11.89%9.65%
2016-10.49%-1.76%15.03%-6.13%
20156.90%10.69%-21.48%10.32%
2014-8.42%3.69%-1.29%2.18%
2013-2.99%-6.46%11.75%5.48%
20129.03%-6.27%0.73%9.03%
2011-1.02%0.93%-23.49%6.24%

Rank in category (by total return)

YTD45
1-month24
3-month31
1-year47
3-year63
5-year44

Load adjusted returns

1-year-11.91%
3-year-19.12%
5-year-3.49%
10-year3.38%