MAPTX vs. MJFOX
MAPTX (Matthews Pacific Tiger Fund) and MJFOX (Matthews Japan Fund) are both mutual funds - MAPTX is a Asia Pacific Equities fund managed by Matthews, while MJFOX is a Japan Equities fund managed by Matthews. Over the past 10 years, MAPTX returned 4.96%/yr vs 8.77%/yr for MJFOX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. MAPTX charges 1.09%/yr vs 1.05%/yr for MJFOX.
Performance
MAPTX vs. MJFOX - Performance Comparison
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Returns By Period
In the year-to-date period, MAPTX achieves a 19.29% return, which is significantly higher than MJFOX's 16.42% return. Over the past 10 years, MAPTX has underperformed MJFOX with an annualized return of 4.96%, while MJFOX has yielded a comparatively higher 8.77% annualized return.
MAPTX
- 1D
- 4.12%
- 1M
- -5.17%
- 6M
- 11.07%
- YTD
- 19.29%
- 1Y
- 38.26%
- 3Y*
- 13.25%
- 5Y*
- -0.03%
- 10Y*
- 4.96%
- ALL TIME*
- 7.54%
MJFOX
- 1D
- 4.86%
- 1M
- 0.25%
- 6M
- 11.30%
- YTD
- 16.42%
- 1Y
- 30.02%
- 3Y*
- 21.72%
- 5Y*
- 8.79%
- 10Y*
- 8.77%
- ALL TIME*
- 7.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
MJFOX Matthews Japan Fund | $0.00 | $0.00 | $0.00 |
MAPTX vs. MJFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAPTX Matthews Pacific Tiger Fund | 19.29% | 30.07% | 3.25% | -4.82% | -20.69% | -17.92% | 28.88% | 10.75% | -11.05% | 39.94% |
MJFOX Matthews Japan Fund | 16.42% | 22.72% | 16.31% | 25.79% | -27.84% | -5.79% | 29.80% | 26.08% | -20.12% | 33.22% |
Correlation
The correlation between MAPTX and MJFOX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.55 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1998 | 0.53 |
The correlation between MAPTX and MJFOX shifts across timeframes, from 0.53 (all time) to 0.64 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
MAPTX vs. MJFOX — Risk / Return Rank
MAPTX
MJFOX
MAPTX vs. MJFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Pacific Tiger Fund (MAPTX) and Matthews Japan Fund (MJFOX). 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.
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.
| MAPTX | MJFOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.16 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.24 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.11 | +0.01 |
| Martin ratioReturn relative to average drawdown | 6.98 | 7.09 | -0.11 |
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Drawdowns
MAPTX vs. MJFOX - Drawdown Comparison
The maximum MAPTX drawdown since its inception was -69.79%, which is greater than MJFOX's maximum drawdown of -63.52%. Use the drawdown chart below to compare losses from any high point for MAPTX and MJFOX.
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Drawdown Indicators
| MAPTX | MJFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.79% | -63.52% | -6.27% |
Max Drawdown (1Y)Largest decline over 1 year | -17.30% | -14.53% | -2.77% |
Max Drawdown (3Y)Largest decline over 3 years | -22.23% | -17.14% | -5.09% |
Max Drawdown (5Y)Largest decline over 5 years | -46.28% | -42.85% | -3.43% |
Max Drawdown (10Y)Largest decline over 10 years | -52.31% | -42.85% | -9.46% |
Current DrawdownCurrent decline from peak | -13.89% | -4.62% | -9.27% |
Average DrawdownAverage peak-to-trough decline | -17.40% | -21.15% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.18% | 4.28% | +0.90% |
Volatility
MAPTX vs. MJFOX - Volatility Comparison
Matthews Pacific Tiger Fund (MAPTX) has a higher volatility of 10.17% compared to Matthews Japan Fund (MJFOX) at 8.47%. This indicates that MAPTX's price experiences larger fluctuations and is considered to be riskier than MJFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MAPTX | MJFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.17% | 8.47% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 23.53% | 20.00% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.40% | 23.80% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.18% | 20.97% | +0.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.89% | 19.10% | -0.21% |
MAPTX vs. MJFOX - Expense Ratio Comparison
MAPTX has a 1.09% expense ratio, which is higher than MJFOX's 1.05% expense ratio.
Dividends
MAPTX vs. MJFOX - Dividend Comparison
MAPTX's dividend yield for the trailing twelve months is around 1.95%, more than MJFOX's 1.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAPTX Matthews Pacific Tiger Fund | 1.95% | 2.33% | 8.93% | 2.93% | 8.52% | 4.85% | 5.74% | 3.44% | 4.78% | 1.25% | 2.61% | 11.18% |
MJFOX Matthews Japan Fund | 1.68% | 1.96% | 2.12% | 6.09% | 7.19% | 8.08% | 10.15% | 8.63% | 4.14% | 3.90% | 1.15% | 0.00% |
Frequently Asked Questions
MAPTX and MJFOX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAPTX has higher volatility (10.17%) compared to MJFOX (8.47%). In terms of maximum drawdown, MAPTX dropped -69.79% vs MJFOX's -63.52%.
MAPTX currently has the higher Sharpe Ratio (1.44 vs 1.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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