Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIKOX (MATTHEWS KOREA FUND INSTITUTIONAL CLASS SHARES) | NA | 738.68% | 109.10% | 54.00% | 29.44% | NA | NA | … | … |
Data as of 07/19/2023, Common starting date is 11/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIKOX (MATTHEWS KOREA FUND INSTITUTIONAL CLASS SHARES) | 11/01/2010 | 07/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.66 | 738.68 | 109.10 | 54.00 | 29.44 | NA | NA | … | … | 582.90 | -5.38 | -6.81 | 40.75 | 4.01 | -22.15 | 44.11 | -6.31 | 15.29 | -0.39 | 9.87 | 24.16 | -6.05 | 3.63 |
| Sharpe Ratio | NA | 4.01 | 1.01 | 0.62 | 0.47 | NA | NA | … | … | 13.88 | -0.21 | -0.34 | 1.20 | 0.17 | -1.33 | 3.43 | -0.39 | 0.83 | -0.03 | 0.65 | 1.42 | -0.22 | 0.88 |
| Standard Deviation(%) | NA | 183.16 | 106.90 | 84.47 | 60.68 | NA | NA | … | … | 245.76 | 33.07 | 20.06 | 33.72 | 15.56 | 17.65 | 12.72 | 16.50 | 18.42 | 11.75 | 15.10 | 17.16 | 27.75 | 26.94 |
| Draw Down(%) | NA | 19.96 | 43.82 | 43.82 | 49.07 | NA | NA | … | … | 12.18 | 36.96 | 19.11 | 36.54 | 17.45 | 29.24 | 7.33 | 13.36 | 18.06 | 16.47 | 15.28 | 13.73 | 27.09 | 8.02 |
| Yield(%) | 0.00 | 9.89 | 6.81 | 6.95 | 7.57 | 5.85 | 4.38 | … | … | 0.00 | 7.60 | 6.55 | 1.11 | 8.11 | 11.15 | 11.84 | 8.75 | 6.33 | 4.28 | 4.58 | 1.13 | 4.27 | 0.00 |
Data as of 07/19/2023, Common starting date is 11/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIKOX (MATTHEWS KOREA FUND INSTITUTIONAL CLASS SHARES) |
-8.06%
Mar 2017 – Mar 2020 |
-3.98%
Sep 2017 – Sep 2022 |
2.69%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIKOX (MATTHEWS KOREA FUND INSTITUTIONAL CLASS SHARES) |
107.66%
Jun 2020 – Jun 2023 |
51.02%
Jun 2018 – Jun 2023 |
29.26%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart