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MIDNX: MATTHEWS INDIA FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info 21.54 0.04(0.19%) June 05
| Asset Class: | India Equity |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/01/2010 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 6.47% |
| Expenses | 1.10% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | -12.8 | -10.3 | 4.3 | -1.5 | 3.3 | 4.6 | 3.7 | 1.7 | 10.1 | 23.4 | -21.3 | 7.5 | 13.2 | -0.5 | -9.6 | 36.0 | -1.0 | 1.1 | 63.8 | -5.7 | 31.7 | -36.4 | -3.8 |
| Sharpe Ratio | NA | -1.57 | -0.84 | 0.07 | -0.23 | 0.09 | NA | 0.14 | -0.08 | 0.4 | 1.99 | -0.97 | 0.37 | 0.4 | -0.14 | -0.72 | 3.64 | -0.09 | 0.06 | 4.68 | -0.27 | 1.77 | -1.8 | -0.98 |
| Draw Down(%) | NA | 19.8 | 21.9 | 26.4 | 35.9 | 48.2 | NA | 48.2 | 14.4 | 10.5 | 5.8 | 26.9 | 19.7 | 42.8 | 16.4 | 22.9 | 5.2 | 13.5 | 16.2 | 6.6 | 32.9 | 19.5 | 36.9 | 11.6 |
| Standard Deviation(%) | NA | 19.0 | 15.5 | 15.4 | 17.5 | 18.4 | NA | 18.3 | 15.2 | 16.3 | 10.0 | 23.6 | 19.9 | 32.6 | 14.0 | 15.3 | 9.8 | 13.6 | 17.1 | 13.6 | 21.0 | 18.1 | 20.2 | 21.5 |
| Treynor Ratio | NA | -0.45 | -0.29 | 0.03 | -0.1 | 0.04 | NA | 0.05 | -0.05 | 0.16 | 0.61 | -0.45 | 0.14 | 0.23 | -0.06 | -0.32 | 0.57 | -0.02 | 0.02 | 1.47 | -0.09 | 0.47 | -0.68 | -0.22 |
| Alpha | NA | -0.18 | -0.09 | -0.02 | -0.03 | -0.01 | NA | -0.01 | -0.02 | 0.0 | 0.05 | -0.05 | -0.02 | 0.02 | -0.04 | -0.03 | 0.07 | -0.03 | 0.0 | 0.18 | -0.09 | 0.07 | -0.18 | -0.23 |
| Beta | NA | 0.67 | 0.45 | 0.36 | 0.42 | 0.47 | NA | 0.5 | 0.25 | 0.42 | 0.32 | 0.51 | 0.55 | 0.55 | 0.31 | 0.35 | 0.62 | 0.55 | 0.55 | 0.43 | 0.67 | 0.68 | 0.54 | 0.96 |
| RSquared | NA | 0.24 | 0.13 | 0.12 | 0.17 | 0.22 | NA | 0.22 | 0.1 | 0.11 | 0.18 | 0.28 | 0.14 | 0.36 | 0.08 | 0.15 | 0.18 | 0.28 | 0.25 | 0.13 | 0.13 | 0.23 | 0.38 | 0.3 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 6.2 | 14.3 | 3.7 | 0.0 | 0.0 | 0.0 | 10.8 | 12.6 | 2.0 | 1.8 | 1.1 | 1.4 | 1.3 | 2.8 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -56.9 | 356.0 | N/A | N/A | N/A | -100.0 | -34.5 | 733.3 | 13.0 | 59.5 | 28.4 | 0.4 | -43.4 | 491.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2010
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