MCHFX vs. CQQQ

In the year-to-date period, MCHFX achieves a 6.25% return, which is significantly lower than CQQQ's 9.70% return. Over the past 10 years, MCHFX has underperformed CQQQ with an annualized return of -5.05%, while CQQQ has yielded a comparatively higher 0.47% annualized return.

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MCHFX has a 1.12% expense ratio, which is higher than CQQQ's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Matthews China Fund (MCHFX) and Invesco China Technology ETF (CQQQ). 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.

The current MCHFX Sharpe Ratio is 0.52, which is comparable to the CQQQ Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of MCHFX and CQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MCHFX's dividend yield for the trailing twelve months is around 1.80%, more than CQQQ's 0.26% yield.

The maximum MCHFX drawdown since its inception was -74.87%, roughly equal to the maximum CQQQ drawdown of -73.99%. Use the drawdown chart below to compare losses from any high point for MCHFX and CQQQ. For additional features, visit the drawdowns tool.

The current volatility for Matthews China Fund (MCHFX) is 7.57%, while Invesco China Technology ETF (CQQQ) has a volatility of 12.04%. This indicates that MCHFX experiences smaller price fluctuations and is considered to be less risky than CQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.