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MACSX vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MACSX vs. V

Last updated May 11, 2025

Compare and contrast key facts about Matthews Asian Growth and Income Fund (MACSX) and Visa Inc. (V).

MACSX is managed by Matthews Asia Funds. It was launched on Sep 11, 1994.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MACSX or V.

Correlation

The correlation between MACSX and V is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

MACSX vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matthews Asian Growth and Income Fund (MACSX) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

MACSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

V

YTD

11.74%

1M

8.60%

6M

14.92%

1Y

26.51%

5Y*

14.81%

10Y*

18.64%

*Annualized

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Risk-Adjusted Performance

MACSX vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MACSX
The Risk-Adjusted Performance Rank of MACSX is 6969
Overall Rank
The Sharpe Ratio Rank of MACSX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of MACSX is 7474
Sortino Ratio Rank
The Omega Ratio Rank of MACSX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of MACSX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of MACSX is 6767
Martin Ratio Rank
V
The Risk-Adjusted Performance Rank of V is 8888
Overall Rank
The Sharpe Ratio Rank of V is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8383
Sortino Ratio Rank
The Omega Ratio Rank of V is 8585
Omega Ratio Rank
The Calmar Ratio Rank of V is 9393
Calmar Ratio Rank
The Martin Ratio Rank of V is 9090
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MACSX vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Matthews Asian Growth and Income Fund (MACSX) and Visa Inc. (V). 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.

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Dividends

MACSX vs. V - Dividend Comparison

MACSX has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.63%.

TTM20242023202220212020201920182017201620152014
MACSX
Matthews Asian Growth and Income Fund		4.22%3.52%2.74%1.67%1.28%1.50%2.26%2.32%2.64%10.84%0.00%0.00%
V
Visa Inc.		0.63%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

MACSX vs. V - Drawdown Comparison

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Volatility

MACSX vs. V - Volatility Comparison

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