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CUSIP
577125784
Issuer
Matthews
Inception Date
Oct 29, 2010
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
$127M

Highlights

Avg. Volume (1M)
21K
Avg. Volume Value (1M)
$1.21M

Share Price Chart


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Performance

MKOR Performance Chart

Matthews Korea Active ETF (MKOR) is up 55.6% since the beginning of the year. MKOR is currently trading at $54 per share.


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Benchmark

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Returns By Period

Matthews Korea Active ETF (MKOR) has returned 55.62% so far this year and 103.69% over the past 12 months.


Matthews Korea Active ETF

1D
-0.76%
1M
-12.41%
6M
23.47%
YTD
55.62%
1Y
103.69%
3Y*
29.91%
5Y*
10Y*
ALL TIME*
29.17%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MKOR Monthly Returns History

Based on dividend-adjusted daily data since Jul 17, 2023, MKOR's average daily return is +0.12%, while the average monthly return is +2.63%. At this rate, an investment would double in approximately 2.2 years.

Historically, 46% of months were positive and 54% were negative. The best month was Apr 2026 with a return of +30.7%, while the worst month was Jul 2026 at -19.3%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MKOR closed higher 53% of trading days. The best single day was Jun 11, 2026 with a return of +9.8%, while the worst single day was Jun 5, 2026 at -11.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202626.04%20.13%-16.25%30.68%16.72%-0.34%-19.27%55.62%
20255.22%-1.53%-0.62%4.17%7.00%17.86%-0.87%-1.42%10.00%14.49%-4.85%7.54%70.33%
2024-7.47%5.43%3.65%-3.21%-1.28%3.76%-0.20%1.42%-2.08%-5.58%-1.83%-8.51%-15.76%
2023-0.47%-7.18%-4.11%-5.99%10.87%5.56%-2.52%

Benchmark Metrics

Matthews Korea Active ETF has an annualized alpha of 10.77%, beta of 1.12, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since July 17, 2023.

  • This ETF captured 170.33% of S&P 500 Index gains and 138.85% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • R2 of 0.30 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
10.77%
Beta
1.12
0.30
Upside Capture
170.33%
Downside Capture
138.85%

Expense Ratio

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


Return for Risk

Risk / Return Rank

MKOR ranks 84 for risk / return — above 84% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


MKOR Risk / Return Rank: 8484
Overall Rank
MKOR Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
MKOR Sortino Ratio Rank: 7979
Sortino Ratio Rank
MKOR Omega Ratio Rank: 8282
Omega Ratio Rank
MKOR Calmar Ratio Rank: 8585
Calmar Ratio Rank
MKOR Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Matthews Korea Active ETF (MKOR) 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.


MKORBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.76

Sortino ratioReturn per unit of downside risk

+0.61

Omega ratioGain probability vs. loss probability

1.35

1.25

+0.10

Calmar ratioReturn relative to maximum drawdown

3.34

2.00

+1.34

Martin ratioReturn relative to average drawdown

12.22

8.49

+3.73

Dividends

Dividend History

Matthews Korea Active ETF provided a 1.69% dividend yield over the last twelve months, with an annual payout of $0.90 per share.


3.00%3.50%4.00%4.50%5.00%$0.00$0.20$0.40$0.60$0.80$1.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.90$0.90$1.10

Dividend yield

1.69%2.62%5.28%

Monthly Dividends

The table displays the monthly dividend distributions for Matthews Korea 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$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$0.90$0.90
2024$1.10$1.10

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 Korea 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 Korea Active ETF was 29.42%, occurring on Jul 29, 2026. The portfolio has not yet recovered.

The current Matthews Korea Active ETF drawdown is 24.50%.


Drawdown

Fall

Recovery

Underwater

Related event

-29.42%Jul 2026
1mo 7d
1mo 11dJun 2026 - now
-22.09%Apr 2025
8mo 27d1mo 28d
10mo 25dJul 2024 - Jun 2025
2025 selloff2025
-20.62%Mar 2026
28d18d
1mo 16dMar 2026 - Apr 2026
-16.78%Oct 2023
3mo 12d6mo 21d
10mo 3dJul 2023 - May 2024
-14.34%Jun 2026
3d10d
13dJun 2026 - Jun 2026

Drawdown Indicators


MKORBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.42%

-56.78%

+27.36%

Max Drawdown (1Y)

Largest decline over 1 year

-29.42%

-9.10%

-20.32%

Max Drawdown (3Y)

Largest decline over 3 years

-29.42%

-18.90%

-10.52%

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

-24.50%

-1.58%

-22.92%

Average Drawdown

Average peak-to-trough decline

-6.64%

-10.70%

+4.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.02%

2.14%

+5.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MKOR

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

Open Portfolio Analyzer with MKOR