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Matthews China Investor (MCHFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
12.29-0.03 (-0.24%)
As of 08:06AM EDT. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-15.24%
5-Year Average Return-1.14%
Number of Years Up15
Number of Years Down9
Best 1 Yr Total Return (Sep 26, 2023)78.30%
Worst 1 Yr Total Return (Sep 26, 2023)N/A
Best 3-Yr Total Return78.30%
Worst 3-Yr Total Return-2.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMCHFXCategory
YTD-15.24%6.62%
1-Month-2.46%1.20%
3-Month-4.43%6.57%
1-Year-3.81%37.26%
3-Year-13.26%13.53%
5-Year-1.14%15.37%
10-Year2.78%7.09%
Last Bull Market5.21%18.73%
Last Bear Market8.90%-27.14%

Annual Total Return (%) History

Year
MCHFXCategory
2023
N/AN/A
2022
-24.40%N/A
2021
-12.26%N/A
2020
43.05%37.10%
2019
34.56%25.86%
2018
-21.42%-20.68%
2017
59.37%42.40%
2016
-5.17%-2.06%
2015
2.41%-4.20%
2014
-4.42%1.54%
2013
6.83%10.71%
2012
11.96%18.42%
2011
-18.93%-24.95%
2010
15.77%13.39%
2009
78.30%64.47%
2008
-48.95%-52.09%
2007
70.14%55.45%
2006
64.80%63.12%
2005
6.91%8.40%
2004
3.88%8.92%
2003
65.00%64.65%
2002
-7.52%-8.68%
2001
20.91%-7.02%
2000
-6.69%-13.77%
1999
47.11%64.81%
1998
N/A-17.83%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.41%-13.05%N/AN/A
2022-20.26%8.90%-25.57%16.98%
20212.56%4.33%-13.08%-5.66%
2020-8.73%23.04%13.04%12.69%
201924.08%-1.46%-5.58%16.56%
20186.17%-5.94%-10.06%-12.51%
201715.84%12.28%11.83%9.58%
2016-10.53%-1.76%14.95%-6.14%
20156.90%10.64%-21.51%10.33%
2014-8.49%3.64%-1.29%2.11%
2013-3.03%-6.50%11.75%5.44%
20128.97%-6.36%0.68%8.97%
2011-1.09%0.93%-23.54%6.21%
20102.86%-5.26%18.19%0.52%
20093.56%34.28%14.59%11.89%
2008-22.45%-1.98%-19.30%-16.77%
20073.44%24.85%33.17%-1.07%
200620.05%-0.28%7.58%27.96%
20051.07%-0.28%8.43%-2.17%
20043.33%-8.09%4.85%4.32%
20031.51%11.91%21.08%19.95%
20024.44%3.34%-17.35%3.67%
200117.76%21.50%-27.11%15.95%
20002.79%0.33%-4.11%-5.64%
1999-9.71%69.56%-15.77%14.07%
1998-32.70%-18.17%8.04%N/A

Rank In Category (By Total Return)

YTD63
1-Month52
3-Month11
1-Year31
3-Year68
5-Year40

Load Adjusted Returns

1-Year-9.61%
3-Year-13.30%
5-Year-0.31%
10-Year3.83%
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