Nasdaq - Delayed Quote USD

Matthews India Instl (MIDNX)

28.50 +0.30 (+1.06%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.68%
5y Average Return 8.56%
Number of Years Up 7
Number of Years Down 6
Best 1Y Total Return (Apr 19, 2024) 63.80%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 63.80%
Worst 3Y Total Return -7.52%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIDNX
Category
YTD
4.79%
13.71%
1-Month
-0.53%
0.81%
3-Month
4.79%
7.36%
1-Year
30.96%
58.25%
3-Year
10.22%
8.86%
5-Year
8.61%
10.53%
10-Year
10.85%
5.80%
Last Bull Market
45.91%
-0.50%
Last Bear Market
-10.19%
-19.08%

Annual Total Return (%) History

Year
MIDNX
Category
2024
--
--
2023
23.32%
--
2022
-9.83%
--
2021
18.28%
--
2020
16.65%
14.57%
2019
-0.76%
2.32%
2018
-9.92%
-14.88%
2017
36.04%
46.78%

2016
-1.00%
0.65%
2015
1.12%
-2.89%
2014
63.80%
44.59%
2013
-5.67%
-11.23%
2012
31.74%
29.69%
2011
-36.35%
-35.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.79% -- -- --
2023 -1.33% 13.17% 1.55% 8.75%
2022 -5.10% -10.19% 5.20% 0.57%
2021 2.93% 7.91% 9.26% -2.53%
2020 -32.44% 19.42% 18.63% 21.88%
2019 5.57% -3.07% -5.04% 2.13%
2018 -2.58% -2.32% -8.83% 3.83%
2017 17.46% 4.13% 1.02% 10.11%
2016 -3.93% 6.05% 4.52% -7.03%
2015 10.42% -3.49% -3.93% -1.23%

2014 14.47% 18.69% 11.55% 8.07%
2013 -2.17% -7.76% -5.69% 10.83%
2012 23.88% -7.71% 14.33% 0.79%
2011 -5.21% 0.64% -19.62% -16.99%

Rank in Category (By Total Return)

YTD 45
1-Month 68
3-Month 45
1-Year 70
3-Year 50
5-Year 78

Load Adjusted Returns

1-Year 30.96%
3-Year 10.22%
5-Year 8.61%
10-Year 10.85%

Performance & Risk

YTD Return 4.68%
5y Average Return 8.56%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.46
Morningstar Risk Rating

Fund Overview

Category India Equity
Fund Family Matthews Asia Funds
Net Assets 831.16M
YTD Return 4.79%
Yield 1.88%
Morningstar Rating
Inception Date Oct 31, 2005

Fund Summary

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be an Asian (or specific country) security or instrument, if it has substantial ties to that country or region.

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