Matthews Mutual Funds List
Here you can find all mutual funds issued by Matthews and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Matthews
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Matthews Pacific Tiger Fund | Asia Pacific Equities | Sep 11, 1994 | 1.09% | -1.16% | 3.83% | 2.35% | 74 | ||||||||
| Matthews Asia ESG Fund | Asia Pacific Equities | Apr 29, 2015 | 1.24% | 4.69% | 9.21% | 5.33% | 68 | ||||||||
| Matthews Asia Innovators Fund | Asia Pacific Equities | Dec 26, 1999 | 1.18% | 6.71% | 11.50% | 0.00% | 81 | ||||||||
| Matthews China Dividend Fund | China Equities | Nov 29, 2009 | 1.20% | — | — | 3.84% | — | ||||||||
| Matthews China Fund | China Equities | Feb 18, 1998 | 1.12% | -9.47% | 5.77% | 1.50% | 9 | ||||||||
| Matthews China Small Companies Fund | China Equities | May 30, 2011 | 1.41% | 10.66% | 11.23% | 2.01% | 67 | ||||||||
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | Apr 29, 2020 | 1.08% | -0.31% | — | 2.98% | 72 | ||||||||
| Matthews India Fund | Asia Pacific Equities | Oct 30, 2005 | 1.15% | -19.53% | 5.11% | 8.40% | 1 | ||||||||
| Matthews Japan Fund | Japan Equities | Dec 30, 1998 | 1.05% | -1.91% | 7.88% | 2.00% | 41 | ||||||||
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | Sep 14, 2008 | 1.37% | -0.43% | 9.25% | 1.50% | 33 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years