MAPTX vs. MJFOX
Compare and contrast key facts about Matthews Pacific Tiger Fund (MAPTX) and Matthews Japan Fund (MJFOX).
MAPTX is managed by Matthews. It was launched on Sep 11, 1994. MJFOX is managed by Matthews. It was launched on Dec 30, 1998.
Performance
MAPTX vs. MJFOX - Performance Comparison
Loading graphics...
MAPTX vs. MJFOX - 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% |
MJFOX Matthews Japan Fund | 2.07% | 22.72% | 16.31% | 25.79% | -27.84% | -5.79% | 29.80% | 26.08% | -20.12% | 33.22% |
Returns By Period
In the year-to-date period, MAPTX achieves a 1.43% return, which is significantly lower than MJFOX's 2.07% return. Over the past 10 years, MAPTX has underperformed MJFOX with an annualized return of 4.10%, while MJFOX has yielded a comparatively higher 8.31% 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%
MJFOX
- 1D
- 4.06%
- 1M
- -9.22%
- YTD
- 2.07%
- 6M
- 5.82%
- 1Y
- 24.95%
- 3Y*
- 19.23%
- 5Y*
- 5.34%
- 10Y*
- 8.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAPTX vs. MJFOX - Expense Ratio Comparison
MAPTX has a 1.09% expense ratio, which is higher than MJFOX's 1.05% expense ratio.
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.
| MAPTX | MJFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.80 | 1.09 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.63 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.21 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.39 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.67 | 4.89 | +1.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MAPTX | MJFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.80 | 1.09 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.27 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | 0.45 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.34 | +0.01 |
Correlation
The correlation between MAPTX and MJFOX is 0.52, 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.
Dividends
MAPTX vs. MJFOX - Dividend Comparison
MAPTX's dividend yield for the trailing twelve months is around 2.29%, more than MJFOX's 1.92% yield.
| 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% |
MJFOX Matthews Japan Fund | 1.92% | 1.96% | 2.12% | 6.09% | 7.19% | 8.08% | 10.15% | 8.63% | 4.14% | 3.90% | 1.15% | 0.00% |
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.
Loading graphics...
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 | -14.03% | -14.53% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -48.55% | -42.85% | -5.70% |
Max Drawdown (10Y)Largest decline over 10 years | -52.31% | -42.85% | -9.46% |
Current DrawdownCurrent decline from peak | -26.33% | -11.06% | -15.27% |
Average DrawdownAverage peak-to-trough decline | -17.47% | -21.37% | +3.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 4.12% | -0.16% |
Volatility
MAPTX vs. MJFOX - Volatility Comparison
The current volatility for Matthews Pacific Tiger Fund (MAPTX) is 9.66%, while Matthews Japan Fund (MJFOX) has a volatility of 10.22%. This indicates that MAPTX experiences smaller price fluctuations and is considered to be less risky than MJFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MAPTX | MJFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.66% | 10.22% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 16.79% | -3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 23.27% | -4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.46% | 20.24% | -0.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.86% | 18.76% | -0.90% |