MAPTX vs. FERIX
Compare and contrast key facts about Matthews Pacific Tiger Fund (MAPTX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX).
MAPTX is managed by Matthews. It was launched on Sep 11, 1994. FERIX is managed by Fidelity. It was launched on Jun 15, 1999.
Performance
MAPTX vs. FERIX - Performance Comparison
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MAPTX vs. FERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPTX Matthews Pacific Tiger Fund | 1.43% | 30.07% | 3.25% | -4.82% | -20.69% | -17.92% | 28.88% | 10.75% | -11.05% | 39.94% |
FERIX Fidelity Advisor Emerging Asia Fund Class I | 3.70% | 37.04% | 20.95% | 13.84% | -30.60% | -14.83% | 72.97% | 31.02% | -14.87% | 45.94% |
Returns By Period
In the year-to-date period, MAPTX achieves a 1.43% return, which is significantly lower than FERIX's 3.70% return. Over the past 10 years, MAPTX has underperformed FERIX with an annualized return of 4.10%, while FERIX has yielded a comparatively higher 12.96% annualized return.
MAPTX
- 1D
- 2.61%
- 1M
- -9.89%
- YTD
- 1.43%
- 6M
- 3.98%
- 1Y
- 32.00%
- 3Y*
- 7.51%
- 5Y*
- -3.94%
- 10Y*
- 4.10%
FERIX
- 1D
- 2.75%
- 1M
- -9.32%
- YTD
- 3.70%
- 6M
- 4.13%
- 1Y
- 36.73%
- 3Y*
- 21.92%
- 5Y*
- 2.48%
- 10Y*
- 12.96%
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MAPTX vs. FERIX - Expense Ratio Comparison
MAPTX has a 1.09% expense ratio, which is higher than FERIX's 0.94% expense ratio.
Return for Risk
MAPTX vs. FERIX — Risk / Return Rank
MAPTX
FERIX
MAPTX vs. FERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Pacific Tiger Fund (MAPTX) and Fidelity Advisor Emerging Asia Fund Class I (FERIX). 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.
| MAPTX | FERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.87 | -0.07 |
Sortino ratioReturn per unit of downside risk | 2.37 | 2.43 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.73 | -0.87 |
Martin ratioReturn relative to average drawdown | 6.67 | 9.72 | -3.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MAPTX | FERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.87 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.11 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.63 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.36 | -0.01 |
Correlation
The correlation between MAPTX and FERIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MAPTX vs. FERIX - Dividend Comparison
MAPTX's dividend yield for the trailing twelve months is around 2.29%, while FERIX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPTX Matthews Pacific Tiger Fund | 2.29% | 2.33% | 8.93% | 2.93% | 8.52% | 4.85% | 5.74% | 3.44% | 4.78% | 1.25% | 2.61% | 11.18% |
FERIX Fidelity Advisor Emerging Asia Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 12.49% | 6.58% | 5.30% | 6.70% | 0.03% | 1.29% | 0.82% |
Drawdowns
MAPTX vs. FERIX - Drawdown Comparison
The maximum MAPTX drawdown since its inception was -69.79%, which is greater than FERIX's maximum drawdown of -60.82%. Use the drawdown chart below to compare losses from any high point for MAPTX and FERIX.
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Drawdown Indicators
| MAPTX | FERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.79% | -60.82% | -8.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -13.53% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -48.55% | -53.29% | +4.74% |
Max Drawdown (10Y)Largest decline over 10 years | -52.31% | -57.71% | +5.40% |
Current DrawdownCurrent decline from peak | -26.33% | -11.15% | -15.18% |
Average DrawdownAverage peak-to-trough decline | -17.47% | -18.22% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.79% | +0.17% |
Volatility
MAPTX vs. FERIX - Volatility Comparison
The current volatility for Matthews Pacific Tiger Fund (MAPTX) is 9.66%, while Fidelity Advisor Emerging Asia Fund Class I (FERIX) has a volatility of 10.17%. This indicates that MAPTX experiences smaller price fluctuations and is considered to be less risky than FERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPTX | FERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.66% | 10.17% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 14.84% | -1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 20.42% | -1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.46% | 22.58% | -3.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 20.72% | -2.86% |