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MCHFX: MATTHEWS CHINA FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 16.88 0.61(3.49%) June 05
| Asset Class: | China Region |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 12/28/1998 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 1.63% |
| Expenses | 1.12% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | -1.9 | 17.0 | 11.2 | -9.4 | 5.6 | 2.2 | 6.6 | 9.5 | 28.1 | 17.8 | -19.2 | -29.5 | -23.6 | 41.5 | 34.6 | -21.2 | 59.1 | -5.0 | 2.4 | -4.4 | 6.8 | 12.0 | -19.1 | 15.8 | 78.3 | -47.7 | 70.1 | 64.8 | 6.9 | 3.9 | 64.9 | -7.5 | 20.9 | -6.7 | 47.1 | 0.4 |
| Sharpe Ratio | NA | -0.31 | 0.7 | 0.29 | -0.39 | 0.15 | NA | NA | 0.31 | 1.18 | 0.44 | -0.91 | -0.78 | -0.8 | 1.42 | 1.66 | -0.86 | 4.07 | -0.25 | 0.09 | -0.35 | 0.46 | 0.74 | -0.78 | 0.78 | 2.77 | -1.01 | 2.39 | 3.82 | 0.41 | 0.14 | 3.41 | -0.5 | 0.71 | -0.34 | 1.41 | 3.33 |
| Draw Down(%) | NA | 15.1 | 15.6 | 27.8 | 64.6 | 68.9 | NA | NA | 68.9 | 22.1 | 22.6 | 35.1 | 44.2 | 38.9 | 19.3 | 15.3 | 36.3 | 9.3 | 22.1 | 31.7 | 12.2 | 16.6 | 16.5 | 31.8 | 16.6 | 17.4 | 62.2 | 18.4 | 17.6 | 9.9 | 25.1 | 13.4 | 26.5 | 35.3 | 27.6 | 25.3 | 0.6 |
| Standard Deviation(%) | NA | 22.7 | 20.4 | 26.9 | 30.5 | 27.0 | NA | NA | 25.6 | 24.0 | 32.3 | 25.2 | 40.1 | 29.7 | 28.9 | 20.0 | 26.4 | 14.4 | 20.7 | 25.0 | 12.6 | 14.8 | 16.2 | 24.7 | 20.0 | 28.3 | 48.3 | 28.1 | 16.2 | 11.2 | 20.8 | 18.9 | 17.5 | 26.6 | 31.6 | 31.1 | 12.5 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 1.12 | NA | NA | 2.28 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 5.94 | -8.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | NA | NA | NA | NA | 0.03 | NA | NA | 0.04 | NA | NA | NA | NA | NA | NA | 0.12 | -0.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | NA | NA | NA | NA | 0.04 | NA | NA | 0.04 | NA | NA | NA | NA | NA | NA | 0.06 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.6 | 1.5 | 0.4 | 5.3 | 4.0 | 7.3 | N/A | 1.8 | 2.3 | 0.6 | 0.0 | 0.2 | 0.3 | 1.5 | 13.9 | 14.7 | 11.9 | 16.3 | 1.6 | 9.3 | 2.7 | 7.8 | 0.6 | 0.4 | 15.1 | 6.0 | 1.0 | 1.6 | 4.6 | 0.7 | 1.5 | 1.9 | 4.8 | 2.0 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | -9.3 | 428.2 | -92.0 | -49.6 | N/A | N/A | N/A | -9.3 | 182.4 | N/A | -100.0 | -16.7 | -72.1 | -93.3 | 39.9 | 8.3 | -40.4 | 863.3 | -83.4 | 272.6 | -74.6 | 1309.6 | 147.8 | -98.9 | 300.7 | 875.7 | -30.0 | -67.5 | 1011.7 | -57.7 | -6.0 | -65.1 | 260.8 | 22.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1998
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See China Region Asset Class Trend Rankings |
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