INDE vs. MINDX

In the year-to-date period, INDE achieves a -2.14% return, which is significantly lower than MINDX's -1.26% return.

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INDE has a 0.79% expense ratio, which is lower than MINDX's 1.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Matthews India Active ETF (INDE) and Matthews India Fund (MINDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current INDE Sharpe Ratio is 0.16, which is higher than the MINDX Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of INDE and MINDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

INDE's dividend yield for the trailing twelve months is around 0.58%, while MINDX has not paid dividends to shareholders.

The maximum INDE drawdown since its inception was -22.02%, smaller than the maximum MINDX drawdown of -74.48%. Use the drawdown chart below to compare losses from any high point for INDE and MINDX. For additional features, visit the drawdowns tool.

Matthews India Active ETF (INDE) has a higher volatility of 6.66% compared to Matthews India Fund (MINDX) at 6.06%. This indicates that INDE's price experiences larger fluctuations and is considered to be riskier than MINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.