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ISIN
US5771258341
Issuer
Matthews
Inception Date
Jul 13, 2022
Region
Emerging Asia Pacific (China)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$24M

Share Price Chart


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Performance

MCH Performance Chart

Matthews China Active ETF (MCH) is up 6.6% since the beginning of the year. MCH is currently trading at $30 per share.


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S&P 500 Index

Returns By Period

Matthews China Active ETF (MCH) has returned 6.57% so far this year and 28.39% over the past 12 months.


Matthews China Active ETF

1D
1.78%
1M
3.34%
YTD
6.57%
6M
5.27%
1Y
28.39%
3Y*
14.88%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MCH Monthly Returns History

Based on dividend-adjusted daily data since Jul 14, 2022, MCH's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2022 with a return of +30.9%, while the worst month was Sep 2022 at -13.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MCH closed higher 48% of trading days. The best single day was Sep 26, 2024 with a return of +10.6%, while the worst single day was Oct 8, 2024 at -12.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.33%-2.84%-7.93%7.47%2.53%3.62%6.57%
20252.39%7.09%0.70%-7.83%2.60%6.40%5.35%9.74%6.91%-2.02%-2.94%-0.29%30.20%
2024-10.23%6.83%2.92%5.27%2.85%-5.54%-1.80%-0.03%30.24%-2.74%-5.08%-1.54%17.32%
202313.38%-12.27%0.19%-6.65%-9.95%3.18%12.69%-8.27%-4.96%-6.47%3.15%-2.23%-19.91%
2022-4.84%-0.52%-13.32%-12.65%30.89%2.80%-3.57%

Benchmark Metrics

Matthews China Active ETF has an annualized alpha of -1.75%, beta of 0.64, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since July 14, 2022.

  • This ETF participated in 96.87% of S&P 500 Index downside but only 56.24% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.64 may look defensive, but with R2 of 0.13 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.13 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.75%
Beta
0.64
0.13
Upside Capture
56.24%
Downside Capture
96.87%

Expense Ratio

MCH has an expense ratio of 0.79%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MCH ranks 38 for risk / return — below 38% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


MCH Risk / Return Rank: 3838
Overall Rank
MCH Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
MCH Sortino Ratio Rank: 3939
Sortino Ratio Rank
MCH Omega Ratio Rank: 3838
Omega Ratio Rank
MCH Calmar Ratio Rank: 3939
Calmar Ratio Rank
MCH Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Matthews China Active ETF (MCH) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MCHBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.65

Sortino ratioReturn per unit of downside risk

-0.78

Omega ratioGain probability vs. loss probability

1.24

1.37

-0.12

Calmar ratioReturn relative to maximum drawdown

1.90

2.78

-0.89

Martin ratioReturn relative to average drawdown

5.01

12.44

-7.43

Dividends

Dividend History

Matthews China Active ETF provided a 1.65% dividend yield over the last twelve months, with an annual payout of $0.50 per share.


1.30%1.40%1.50%1.60%1.70%1.80%$0.00$0.10$0.20$0.30$0.40$0.50202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$0.50$0.50$0.29$0.31

Dividend yield

1.65%1.76%1.31%1.62%

Monthly Dividends

The table displays the monthly dividend distributions for Matthews China Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.50$0.50
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2023$0.31$0.31

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Matthews China 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 China Active ETF was 40.53%, occurring on Feb 2, 2024. Recovery took 170 trading sessions.

The current Matthews China Active ETF drawdown is 1.00%.


Related event

Drawdown

Fall

Recovery

Underwater

2024 bear market2024
-40.53%Feb 2024
1y 6d8mo 8d
1y 8moJan 2023 - Oct 2024
2025 selloff2025
-30.57%Apr 2025
6mo 2d5mo 6d
11mo 8dOct 2024 - Sep 2025
Bear market2022
-29.24%Oct 2022
3mo 12d1mo 16d
4mo 28dJul 2022 - Dec 2022
2026 correction2026
-15.05%Mar 2026
2mo 16d
5mo 11dJan 2026 - now
Bear market2022
-9.18%Dec 2022
8d15d
23dDec 2022 - Jan 2023

Drawdown Indicators


MCHBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-40.53%

-56.78%

+16.25%

Max Drawdown (1Y)

Largest decline over 1 year

-15.05%

-9.10%

-5.95%

Max Drawdown (3Y)

Largest decline over 3 years

-30.57%

-18.90%

-11.67%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.00%

-1.80%

+0.80%

Average Drawdown

Average peak-to-trough decline

-18.32%

-10.71%

-7.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.68%

2.03%

+3.65%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MCH

Add Matthews China Active ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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