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Matthews Asia Growth Investor (MPACX)

21.91 +0.19 (+0.87%)
At close: 6:46 PM EDT

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 the common and preferred stocks of companies located in Asia. It may also invest in convertible securities, of any duration or quality, including those that are unrated, or would be below investment grade if rated, of Asian companies. Asia consists of all countries and markets in Asia, and includes developed, emerging, and frontier countries and markets in the Asian region.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 46.76%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 6

Performance & Risk

YTD Return 2.50%
5y Average Return -0.86%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MPACXCategory AverageMPACXCategory AverageMPACXCategory Average
Alpha -15.81 0.02 -4.36 0.02 0.19 0.05
BETA 0.89 0.01 0.93 0.01 0.91 0.01
Mean Annual Return -1.05 0.01 0.22 0.01 0.43 0.01
R-squared 56.36 0.84 62.46 0.8 60.78 0.77
Standard Deviation 19.59 0.17 20.7 0.14 17.5 0.14
Sharpe Ratio -0.8 0.01 0.02 0.01 0.21 0.01
Treynor Ratio -18.54 0.1 -1.78 0.12 2.41 0.11

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