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Matthews Japan Investor (MJFOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.36+0.51 (+2.71%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.22%
5-year average return4.94%
Number of years up14
Number of years down11
Best 1-yr total return (30 Apr 2024)34.03%
Worst 1-yr total return (30 Apr 2024)N/A
Best 3-yr total return34.03%
Worst 3-yr total return-5.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMJFOXCategory
YTD15.30%2.38%
1-month5.57%-0.51%
3-month15.30%-0.85%
1-year25.82%23.25%
3-year0.58%5.89%
5-year6.94%10.16%
10-year7.30%8.44%
Last bull market12.30%5.77%
Last bear market-15.50%-8.45%

Annual total return (%) history

Year
MJFOXCategory
2024
N/AN/A
2023
17.99%N/A
2022
-27.85%N/A
2021
-1.92%N/A
2020
29.82%11.30%
2019
26.08%18.93%
2018
-20.18%-15.07%
2017
33.14%25.51%
2016
0.40%2.17%
2015
20.83%11.97%
2014
-2.59%-3.94%
2013
34.03%26.70%
2012
8.31%11.27%
2011
-7.72%-13.46%
2010
19.58%11.94%
2009
10.06%7.42%
2008
-28.38%-35.14%
2007
-10.96%-9.10%
2006
-6.44%-1.75%
2005
14.83%32.69%
2004
22.03%13.96%
2003
59.54%38.14%
2002
-13.39%-14.18%
2001
-29.15%-31.38%
2000
-25.04%-35.86%
1999
107.35%110.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202415.30%N/AN/AN/A
20238.12%4.90%-3.91%8.25%
2022-16.16%-15.50%-8.05%10.76%
2021-5.38%-0.33%5.37%-1.30%
2020-15.34%18.18%11.99%15.87%
201912.68%0.96%2.04%8.62%
20185.22%-4.89%0.17%-20.38%
20177.38%6.73%7.32%8.24%
20160.21%6.05%3.42%-8.65%
201517.39%4.18%-10.52%10.42%
2014-2.22%5.30%-1.26%-4.19%
201314.34%5.99%10.29%0.28%
20127.67%-4.09%4.36%0.51%
2011-2.63%3.77%-5.69%-3.16%
20103.76%-8.04%10.18%13.74%
2009-17.96%23.44%6.40%2.15%
2008-4.19%-3.23%-14.46%-9.70%
20070.93%-3.21%-4.03%-5.03%
20064.98%-7.01%-3.66%-0.52%
2005-1.12%-3.39%8.51%10.77%
200418.02%1.09%-9.52%13.04%
2003-7.37%17.21%37.26%7.05%
2002-0.52%8.62%-10.36%-10.58%
2001-8.29%2.30%-20.79%-4.66%
200024.91%-12.45%-12.64%-21.54%
199940.40%35.19%18.55%-7.85%

Rank in category (by total return)

YTD20
1-month2
3-month20
1-year30
3-year74
5-year48

Load adjusted returns

1-year25.82%
3-year0.58%
5-year6.94%
10-year7.30%