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Matthews Asia Small Companies Instl (MISMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.90+0.52 (+2.05%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.43%
5-year average return13.08%
Number of years up6
Number of years down4
Best 1-yr total return (30 Apr 2024)43.90%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return43.90%
Worst 3-yr total return0.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMISMXCategory
YTD-0.08%8.73%
1-month-2.75%1.20%
3-month-0.08%5.47%
1-year13.71%41.79%
3-year6.83%11.48%
5-year13.61%12.18%
10-year7.89%4.39%
Last bull market47.13%17.73%
Last bear market-8.02%-25.55%

Annual total return (%) history

Year
MISMXCategory
2024
N/AN/A
2023
20.12%N/A
2022
-16.66%N/A
2021
22.39%N/A
2020
43.90%17.90%
2019
17.65%19.25%
2018
-17.86%-16.07%
2017
30.85%34.17%
2016
-1.24%8.47%
2015
-9.22%-13.79%
2014
11.65%-3.01%
2013
N/A-0.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.08%N/AN/AN/A
20235.56%8.10%-0.19%5.47%
2022-11.08%-8.02%-6.63%9.13%
20210.43%18.09%1.37%1.81%
2020-19.77%37.34%6.23%22.94%
20199.51%2.95%0.23%4.12%
20182.01%-2.87%-9.09%-8.81%
201710.56%3.71%6.00%7.66%
2016-1.13%0.57%8.35%-8.33%
20152.38%3.60%-17.40%3.62%
20144.35%6.99%1.90%-1.86%
2013-0.75%4.54%N/AN/A

Rank in category (by total return)

YTD89
1-month100
3-month89
1-year29
3-year2
5-year1

Load adjusted returns

1-year13.71%
3-year6.83%
5-year13.61%
10-year7.89%