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Matthews Asia Small Companies Inv (MSMLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.10+0.18 (+0.69%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.27%
5-year average return13.19%
Number of years up10
Number of years down5
Best 1-yr total return (2 May 2024)103.00%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return103.00%
Worst 3-yr total return-0.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSMLXCategory
YTD-0.08%8.73%
1-month0.04%1.20%
3-month2.20%5.47%
1-year10.63%41.79%
3-year4.61%11.48%
5-year12.87%12.18%
10-year7.72%4.39%
Last bull market12.34%17.73%
Last bear market-8.09%-25.55%

Annual total return (%) history

Year
MSMLXCategory
2024
N/AN/A
2023
19.88%N/A
2022
-16.84%N/A
2021
22.14%N/A
2020
43.68%17.90%
2019
17.38%19.25%
2018
-18.05%-16.07%
2017
30.59%34.17%
2016
-1.44%8.47%
2015
-9.43%-13.79%
2014
11.39%-3.01%
2013
7.19%-0.14%
2012
23.92%18.15%
2011
-20.03%-19.86%
2010
35.54%19.26%
2009
103.00%73.81%
2008
N/A-54.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.12%N/AN/AN/A
20235.50%8.05%-0.23%5.40%
2022-11.13%-8.09%-6.67%9.08%
20210.35%18.06%1.33%1.74%
2020-19.78%37.26%6.17%22.90%
20199.48%2.89%0.11%4.08%
20181.92%-2.91%-9.14%-8.85%
201710.45%3.66%5.96%7.65%
2016-1.18%0.52%8.30%-8.38%
20152.33%3.55%-17.46%3.55%
20144.29%6.94%1.85%-1.95%
20135.24%-1.73%-0.85%4.53%
201214.22%-6.99%9.43%6.60%
2011-2.41%5.18%-22.10%0.01%
20105.07%-1.69%22.87%6.80%
20090.89%45.91%20.26%14.67%
2008-19.91%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month42
3-month94
1-year49
3-year3
5-year1

Load adjusted returns

1-year10.63%
3-year4.61%
5-year12.87%
10-year7.72%