UK markets closed

Matthews Japan Instl (MIJFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.82+0.11 (+0.56%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.42%
5-year average return5.90%
Number of years up8
Number of years down5
Best 1-yr total return (5 May 2024)34.27%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return34.27%
Worst 3-yr total return-5.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMIJFXCategory
YTD7.83%2.38%
1-month-6.49%-0.51%
3-month5.09%-0.85%
1-year18.59%23.25%
3-year-1.23%5.89%
5-year5.00%10.16%
10-year7.03%8.44%
Last bull market30.24%5.77%
Last bear market-15.46%-8.45%

Annual total return (%) history

Year
MIJFXCategory
2024
N/AN/A
2023
18.08%N/A
2022
-27.84%N/A
2021
-1.83%N/A
2020
29.85%11.30%
2019
26.10%18.93%
2018
-20.09%-15.07%
2017
33.23%25.51%
2016
0.51%2.17%
2015
20.94%11.97%
2014
-2.47%-3.94%
2013
34.27%26.70%
2012
8.47%11.27%
2011
-7.72%-13.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.31%N/AN/AN/A
20238.17%4.89%-3.90%8.29%
2022-16.13%-15.46%-8.09%10.74%
2021-5.37%-0.29%5.40%-1.28%
2020-15.31%18.14%12.01%15.87%
201912.65%0.96%2.08%8.61%
20185.30%-4.91%0.21%-20.35%
20177.42%6.71%7.40%8.21%
20160.26%6.04%3.47%-8.62%
201517.38%4.23%-10.51%10.47%
2014-2.22%5.37%-1.20%-4.18%
201314.36%6.06%10.36%0.31%
20127.76%-4.09%4.44%0.49%
2011-2.55%3.60%-5.61%-3.16%

Rank in category (by total return)

YTD30
1-month98
3-month26
1-year36
3-year77
5-year55

Load adjusted returns

1-year18.59%
3-year-1.23%
5-year5.00%
10-year7.03%