MATFX vs. MSFT
Compare and contrast key facts about Matthews Asia Innovators Fund (MATFX) and Microsoft Corporation (MSFT).
MATFX is managed by Matthews Asia Funds. It was launched on Dec 26, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MATFX or MSFT.
Correlation
The correlation between MATFX and MSFT is 0.41, 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
MATFX vs. MSFT - Performance Comparison
Key characteristics
MATFX:
-0.08
MSFT:
-0.62
MATFX:
0.03
MSFT:
-0.71
MATFX:
1.00
MSFT:
0.91
MATFX:
-0.03
MSFT:
-0.60
MATFX:
-0.31
MSFT:
-1.41
MATFX:
5.36%
MSFT:
9.70%
MATFX:
20.70%
MSFT:
21.97%
MATFX:
-77.90%
MSFT:
-69.39%
MATFX:
-63.92%
MSFT:
-23.02%
Returns By Period
In the year-to-date period, MATFX achieves a -9.04% return, which is significantly higher than MSFT's -14.93% return. Over the past 10 years, MATFX has underperformed MSFT with an annualized return of -2.11%, while MSFT has yielded a comparatively higher 25.90% annualized return.
MATFX
-9.04%
-13.77%
-16.35%
-2.32%
-3.35%
-2.11%
MSFT
-14.93%
-9.01%
-12.27%
-15.26%
17.83%
25.90%
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Risk-Adjusted Performance
MATFX vs. MSFT — Risk-Adjusted Performance Rank
MATFX
MSFT
MATFX vs. MSFT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Asia Innovators Fund (MATFX) and Microsoft Corporation (MSFT). 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.
Dividends
MATFX vs. MSFT - Dividend Comparison
MATFX has not paid dividends to shareholders, while MSFT's dividend yield for the trailing twelve months is around 0.88%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATFX Matthews Asia Innovators Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.36% | 1.68% | 0.00% | 0.00% | 0.44% |
MSFT Microsoft Corporation | 0.88% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% | 2.48% |
Drawdowns
MATFX vs. MSFT - Drawdown Comparison
The maximum MATFX drawdown since its inception was -77.90%, which is greater than MSFT's maximum drawdown of -69.39%. Use the drawdown chart below to compare losses from any high point for MATFX and MSFT. For additional features, visit the drawdowns tool.
Volatility
MATFX vs. MSFT - Volatility Comparison
Matthews Asia Innovators Fund (MATFX) has a higher volatility of 9.31% compared to Microsoft Corporation (MSFT) at 7.60%. This indicates that MATFX's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.