UK markets closed

Matthews Asia ESG Institutional (MISFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.95+0.05 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.19%
5-year average return10.58%
Number of years up5
Number of years down3
Best 1-yr total return (23 May 2024)43.13%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return43.13%
Worst 3-yr total return1.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMISFXCategory
YTD1.75%8.73%
1-month0.87%1.20%
3-month8.50%5.47%
1-year6.12%41.79%
3-year-0.65%11.48%
5-year8.78%12.18%
10-year0.00%4.39%
Last bull market10.32%17.73%
Last bear market0.89%-25.55%

Annual total return (%) history

Year
MISFXCategory
2024
N/AN/A
2023
8.05%N/A
2022
-14.32%N/A
2021
11.98%N/A
2020
43.13%17.90%
2019
12.74%19.25%
2018
-9.52%-16.07%
2017
34.11%34.17%
2016
-1.16%8.47%
2015
N/A-13.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.88%N/AN/AN/A
20231.36%6.94%-2.65%2.40%
2022-12.55%0.89%-13.19%11.87%
20215.03%9.06%0.12%-2.35%
2020-23.60%31.83%13.29%25.43%
201912.05%-2.06%-3.20%6.13%
20181.91%-3.75%-1.33%-6.51%
201712.33%6.19%4.89%7.19%
2016-2.51%1.23%5.08%-4.69%
2015-9.86%4.69%N/AN/A

Rank in category (by total return)

YTD66
1-month21
3-month10
1-year78
3-year24
5-year3

Load adjusted returns

1-year6.12%
3-year-0.65%
5-year8.78%
10-yearN/A