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MAPTX vs. PAAOX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MAPTX vs. PAAOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matthews Pacific Tiger Fund (MAPTX) and T. Rowe Price Asia Opportunities Fund (PAAOX). The values are adjusted to include any dividend payments, if applicable.

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MAPTX vs. PAAOX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
PAAOX
T. Rowe Price Asia Opportunities Fund
0.87%27.78%11.30%-1.00%-19.33%-5.50%26.57%24.86%-11.26%43.07%

Returns By Period

In the year-to-date period, MAPTX achieves a 1.43% return, which is significantly higher than PAAOX's 0.87% return. Over the past 10 years, MAPTX has underperformed PAAOX with an annualized return of 4.10%, while PAAOX has yielded a comparatively higher 8.58% 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%

PAAOX

1D
3.09%
1M
-9.10%
YTD
0.87%
6M
3.39%
1Y
26.50%
3Y*
10.22%
5Y*
0.16%
10Y*
8.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MAPTX vs. PAAOX - Expense Ratio Comparison

MAPTX has a 1.09% expense ratio, which is lower than PAAOX's 1.25% expense ratio.


Return for Risk

MAPTX vs. PAAOX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MAPTX
MAPTX Risk / Return Rank: 7878
Overall Rank
MAPTX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
MAPTX Sortino Ratio Rank: 8585
Sortino Ratio Rank
MAPTX Omega Ratio Rank: 8484
Omega Ratio Rank
MAPTX Calmar Ratio Rank: 7272
Calmar Ratio Rank
MAPTX Martin Ratio Rank: 6363
Martin Ratio Rank

PAAOX
PAAOX Risk / Return Rank: 7070
Overall Rank
PAAOX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
PAAOX Sortino Ratio Rank: 7070
Sortino Ratio Rank
PAAOX Omega Ratio Rank: 6666
Omega Ratio Rank
PAAOX Calmar Ratio Rank: 7272
Calmar Ratio Rank
PAAOX Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MAPTX vs. PAAOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Matthews Pacific Tiger Fund (MAPTX) and T. Rowe Price Asia Opportunities Fund (PAAOX). 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.


MAPTXPAAOXDifference

Sharpe ratio

Return per unit of total volatility

1.80

1.44

+0.36

Sortino ratio

Return per unit of downside risk

2.37

1.94

+0.43

Omega ratio

Gain probability vs. loss probability

1.36

1.28

+0.08

Calmar ratio

Return relative to maximum drawdown

1.85

1.93

-0.08

Martin ratio

Return relative to average drawdown

6.67

7.46

-0.79

MAPTX vs. PAAOX - Sharpe Ratio Comparison

The current MAPTX Sharpe Ratio is 1.80, which is comparable to the PAAOX Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of MAPTX and PAAOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MAPTXPAAOXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.80

1.44

+0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.20

0.01

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.23

0.49

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.43

-0.08

Correlation

The correlation between MAPTX and PAAOX is 0.91, 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. PAAOX - Dividend Comparison

MAPTX's dividend yield for the trailing twelve months is around 2.29%, more than PAAOX's 0.63% yield.


TTM20252024202320222021202020192018201720162015
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%
PAAOX
T. Rowe Price Asia Opportunities Fund
0.63%0.64%0.00%1.55%1.51%7.43%1.33%0.62%0.61%0.13%2.12%0.89%

Drawdowns

MAPTX vs. PAAOX - Drawdown Comparison

The maximum MAPTX drawdown since its inception was -69.79%, which is greater than PAAOX's maximum drawdown of -43.02%. Use the drawdown chart below to compare losses from any high point for MAPTX and PAAOX.


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Drawdown Indicators


MAPTXPAAOXDifference

Max Drawdown

Largest peak-to-trough decline

-69.79%

-43.02%

-26.77%

Max Drawdown (1Y)

Largest decline over 1 year

-14.03%

-13.70%

-0.33%

Max Drawdown (5Y)

Largest decline over 5 years

-48.55%

-41.76%

-6.79%

Max Drawdown (10Y)

Largest decline over 10 years

-52.31%

-43.02%

-9.29%

Current Drawdown

Current decline from peak

-26.33%

-11.03%

-15.30%

Average Drawdown

Average peak-to-trough decline

-17.47%

-13.23%

-4.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.96%

3.54%

+0.42%

Volatility

MAPTX vs. PAAOX - Volatility Comparison

Matthews Pacific Tiger Fund (MAPTX) and T. Rowe Price Asia Opportunities Fund (PAAOX) have volatilities of 9.66% and 9.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MAPTXPAAOXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.66%

9.86%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

13.70%

14.53%

-0.83%

Volatility (1Y)

Calculated over the trailing 1-year period

18.60%

18.65%

-0.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.46%

18.10%

+1.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.86%

17.62%

+0.24%