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MIPTX: MATTHEWS PACIFIC TIGER FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info 27.99 2.37(7.81%) June 05
| Asset Class: | PACIFIC/ASIA EX-JAPAN STK |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 11/01/2010 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 2.81% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| 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(%) | -5.8 | 24.6 | 50.9 | 17.3 | -2.6 | 4.4 | 4.4 | 4.6 | 30.3 | 3.4 | -4.7 | -26.7 | -21.1 | 22.0 | 10.9 | -10.9 | 40.2 | 0.0 | -1.2 | 12.0 | 3.8 | 21.2 | -11.3 | -1.2 |
| Sharpe Ratio | NA | 3.7 | 3.1 | 0.92 | -0.18 | 0.18 | NA | 0.2 | 1.57 | -0.01 | -0.54 | -1.16 | -0.79 | 0.81 | 0.82 | -0.88 | 5.31 | -0.01 | -0.08 | 1.23 | 0.29 | 1.69 | -0.58 | -0.44 |
| Draw Down(%) | NA | 14.0 | 14.0 | 22.2 | 52.6 | 56.0 | NA | 56.0 | 15.8 | 11.9 | 21.1 | 34.6 | 33.2 | 30.9 | 10.1 | 21.5 | 3.6 | 13.3 | 22.9 | 7.8 | 16.3 | 11.4 | 22.8 | 7.0 |
| Standard Deviation(%) | NA | 25.8 | 19.6 | 18.1 | 21.1 | 18.9 | NA | 17.4 | 17.5 | 16.2 | 15.7 | 24.4 | 26.6 | 26.9 | 11.6 | 14.0 | 7.5 | 13.3 | 14.8 | 9.8 | 12.7 | 12.6 | 19.5 | 15.8 |
| Treynor Ratio | NA | 0.95 | 0.69 | 0.21 | -0.05 | 0.05 | NA | 0.05 | 0.39 | 0.0 | -0.12 | -0.34 | -0.26 | 0.36 | 0.11 | -0.16 | 0.91 | 0.0 | -0.02 | 0.23 | 0.06 | 0.36 | -0.18 | -0.09 |
| Alpha | NA | 0.23 | 0.1 | 0.03 | -0.02 | 0.0 | NA | 0.01 | 0.02 | 0.01 | -0.03 | -0.06 | -0.12 | 0.05 | 0.0 | 0.0 | 0.09 | -0.02 | 0.0 | 0.06 | 0.01 | 0.03 | 0.01 | -0.16 |
| Beta | NA | 1.01 | 0.88 | 0.79 | 0.79 | 0.73 | NA | 0.68 | 0.71 | 0.8 | 0.72 | 0.82 | 0.8 | 0.6 | 0.85 | 0.76 | 0.44 | 0.62 | 0.64 | 0.52 | 0.58 | 0.59 | 0.62 | 0.78 |
| RSquared | NA | 0.56 | 0.49 | 0.51 | 0.43 | 0.42 | NA | 0.46 | 0.48 | 0.55 | 0.48 | 0.54 | 0.22 | 0.39 | 0.53 | 0.51 | 0.22 | 0.49 | 0.56 | 0.31 | 0.33 | 0.59 | 0.77 | 0.78 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 8.8 | 2.8 | 0.0 | 0.1 | 0.4 | 3.9 | 4.2 | 1.9 | 2.8 | 10.1 | 5.7 | 1.5 | 1.1 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -67.5 | 177.9 | N/A | -100.0 | -63.2 | -87.9 | -22.7 | 202.5 | -31.0 | -76.0 | 90.3 | 290.0 | 61.9 | -53.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/29/2010
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See PACIFIC/ASIA EX-JAPAN STK Asset Class Trend Rankings |
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