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Matthews India Investor (MINDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.54-0.28 (-1.01%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.50%
5-year average return8.58%
Number of years up11
Number of years down7
Best 1-yr total return (11 Apr 2024)97.25%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return97.25%
Worst 3-yr total return-7.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMINDXCategory
YTD4.78%13.71%
1-month-0.54%0.81%
3-month4.78%7.36%
1-year30.81%58.25%
3-year10.06%8.86%
5-year8.47%10.53%
10-year10.66%5.80%
Last bull market45.75%-0.50%
Last bear market-10.25%-19.08%

Annual total return (%) history

Year
MINDXCategory
2024
N/AN/A
2023
23.10%N/A
2022
-9.92%N/A
2021
18.11%N/A
2020
16.46%14.57%
2019
-0.88%2.32%
2018
-10.09%-14.88%
2017
35.79%46.78%
2016
-1.23%0.65%
2015
0.90%-2.89%
2014
63.71%44.59%
2013
-5.90%-11.23%
2012
31.54%29.69%
2011
-36.48%-35.50%
2010
32.53%20.55%
2009
97.25%85.20%
2008
-62.32%-64.35%
2007
64.13%56.57%
2006
36.48%36.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
2023-1.40%13.13%1.54%8.68%
2022-5.11%-10.25%5.17%0.58%
20212.93%7.87%9.18%-2.57%
2020-32.47%19.40%18.54%21.85%
20195.51%-3.06%-5.13%2.15%
2018-2.62%-2.36%-8.86%3.76%
201717.43%4.05%0.99%10.05%
2016-4.01%6.03%4.46%-7.10%
201510.36%-3.53%-4.01%-1.26%
201414.56%18.66%11.48%8.03%
2013-2.23%-7.77%-5.70%10.66%
201223.84%-7.78%14.37%0.71%
2011-5.26%0.59%-19.63%-17.06%
20109.33%1.91%19.12%-0.15%
2009-11.35%66.04%20.78%10.95%
2008-22.95%-18.69%-12.61%-31.17%
2007-4.27%23.53%13.30%22.50%
200619.70%-15.79%17.88%14.87%

Rank in category (by total return)

YTD48
1-month77
3-month48
1-year74
3-year54
5-year84

Load adjusted returns

1-year30.81%
3-year10.06%
5-year8.47%
10-year10.66%