Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) | -12.88% | -10.46% | 4.18% | -1.93% | 3.05% | 4.35% | 6.98% | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) | 11/01/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.94 | -10.46 | 4.18 | -1.93 | 3.05 | 4.35 | 6.98 | … | … | -12.88 | 1.60 | 9.99 | 23.14 | -21.58 | 7.15 | 12.93 | -0.79 | -9.80 | 35.78 | -1.22 | 0.91 | 63.71 | -5.91 | 31.51 | -36.48 | 32.89 | 97.25 | -62.20 | 64.13 | 36.48 | 13.20 |
| Sharpe Ratio | NA | -0.78 | 0.08 | -0.22 | 0.09 | NA | NA | … | … | -1.53 | -0.08 | 0.39 | 1.97 | -0.97 | 0.36 | 0.39 | -0.16 | -0.74 | 3.61 | -0.11 | 0.05 | 4.69 | -0.28 | 1.76 | -1.81 | 1.77 | 2.63 | -1.32 | 2.44 | 1.32 | 8.95 |
| Standard Deviation(%) | NA | 15.44 | 15.39 | 17.51 | 18.39 | NA | NA | … | … | 19.28 | 15.18 | 16.35 | 9.96 | 23.72 | 19.94 | 32.52 | 13.98 | 15.24 | 9.77 | 13.50 | 17.06 | 13.59 | 21.03 | 18.05 | 20.21 | 18.56 | 36.92 | 47.59 | 25.13 | 25.08 | 12.45 |
| Draw Down(%) | NA | 21.96 | 26.51 | 36.33 | 48.46 | NA | NA | … | … | 19.83 | 14.38 | 10.57 | 5.81 | 27.15 | 19.85 | 42.77 | 16.46 | 23.02 | 5.17 | 13.51 | 16.37 | 6.59 | 32.88 | 19.51 | 36.97 | 11.39 | 28.10 | 68.69 | 16.51 | 32.08 | 1.87 |
| Yield(%) | 0.00 | 6.50 | 8.89 | 4.28 | 5.37 | 5.11 | 7.56 | … | … | 0.00 | 6.27 | 14.50 | 3.66 | 0.00 | 0.00 | 0.00 | 10.76 | 12.67 | 1.92 | 1.76 | 0.97 | 1.20 | 1.10 | 2.61 | 0.31 | 0.88 | 2.48 | 3.23 | 5.66 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) |
-14.40%
Mar 2006 – Mar 2009 |
-5.82%
Mar 2015 – Mar 2020 |
2.18%
Feb 2015 – Feb 2025 |
2.58%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINDX (MATTHEWS INDIA FUND INVESTOR CLASS SHARES) |
37.02%
Feb 2009 – Feb 2012 |
22.34%
Aug 2013 – Aug 2018 |
17.23%
Feb 2009 – Feb 2019 |
12.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart