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Matthews India Instl (MIDNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.04-0.06 (-0.21%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.31%
5-year average return8.40%
Number of years up7
Number of years down6
Best 1-yr total return (16 Apr 2024)63.80%
Worst 1-yr total return (16 Apr 2024)N/A
Best 3-yr total return63.80%
Worst 3-yr total return-7.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIDNXCategory
YTD4.79%13.71%
1-month-0.53%0.81%
3-month4.79%7.36%
1-year30.96%58.25%
3-year10.22%8.86%
5-year8.61%10.53%
10-year10.85%5.80%
Last bull market45.91%-0.50%
Last bear market-10.19%-19.08%

Annual total return (%) history

Year
MIDNXCategory
2024
N/AN/A
2023
23.32%N/A
2022
-9.83%N/A
2021
18.28%N/A
2020
16.65%14.57%
2019
-0.76%2.32%
2018
-9.92%-14.88%
2017
36.04%46.78%
2016
-1.00%0.65%
2015
1.12%-2.89%
2014
63.80%44.59%
2013
-5.67%-11.23%
2012
31.74%29.69%
2011
-36.35%-35.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.79%N/AN/AN/A
2023-1.33%13.17%1.55%8.75%
2022-5.10%-10.19%5.20%0.57%
20212.93%7.91%9.26%-2.53%
2020-32.44%19.42%18.63%21.88%
20195.57%-3.07%-5.04%2.13%
2018-2.58%-2.32%-8.83%3.83%
201717.46%4.13%1.02%10.11%
2016-3.93%6.05%4.52%-7.03%
201510.42%-3.49%-3.93%-1.23%
201414.47%18.69%11.55%8.07%
2013-2.17%-7.76%-5.69%10.83%
201223.88%-7.71%14.33%0.79%
2011-5.21%0.64%-19.62%-16.99%

Rank in category (by total return)

YTD45
1-month68
3-month45
1-year70
3-year50
5-year78

Load adjusted returns

1-year30.96%
3-year10.22%
5-year8.61%
10-year10.85%