Matthews India Active ETF (INDE)
INDE is an actively managed ETF by Matthews Asia. INDE launched on Sep 21, 2023 and has a 0.79% expense ratio.
ETF Info
| Issuer | Matthews Asia |
|---|---|
| Inception Date | Sep 21, 2023 |
| Region | Emerging Asia Pacific (India) |
| Category | Asia Pacific Equities |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
INDE features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: INDE vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Matthews India Active ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.38% | 18.10% |
| 1 month | 3.93% | 1.42% |
| 6 months | 17.91% | 9.39% |
| 1 year | N/A | 26.58% |
| 5 years (annualized) | N/A | 13.42% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of INDE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.26% | 1.57% | -0.52% | 2.36% | -0.67% | 7.03% | 2.32% | 2.46% | 20.38% | ||||
| 2023 | -1.09% | 2.68% | 3.51% | 2.91% | 8.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Matthews India Active ETF (INDE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Not enough dataDividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Matthews India Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Matthews India Active ETF was 6.26%, occurring on Jun 4, 2024. Recovery took 6 trading sessions.
The current Matthews India Active ETF drawdown is 0.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.26% | Jun 4, 2024 | 1 | Jun 4, 2024 | 6 | Jun 12, 2024 | 7 |
| -5.21% | Mar 4, 2024 | 12 | Mar 19, 2024 | 28 | Apr 29, 2024 | 40 |
| -4.94% | Oct 18, 2023 | 7 | Oct 26, 2023 | 3 | Oct 31, 2023 | 10 |
| -4.15% | Jul 17, 2024 | 15 | Aug 6, 2024 | 11 | Aug 21, 2024 | 26 |
| -3.76% | May 3, 2024 | 6 | May 10, 2024 | 10 | May 24, 2024 | 16 |
Volatility
Volatility Chart
The current Matthews India Active ETF volatility is 2.56%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.