MINDX vs. INDA

In the year-to-date period, MINDX achieves a -1.34% return, which is significantly lower than INDA's 3.17% return. Over the past 10 years, MINDX has underperformed INDA with an annualized return of 6.61%, while INDA has yielded a comparatively higher 7.52% annualized return.

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MINDX has a 1.15% expense ratio, which is higher than INDA's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Matthews India Fund (MINDX) and iShares MSCI India ETF (INDA). 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 MINDX Sharpe Ratio is 0.16, which is comparable to the INDA Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of MINDX and INDA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MINDX's dividend yield for the trailing twelve months is around 15.23%, more than INDA's 0.73% yield.

The maximum MINDX drawdown since its inception was -72.18%, which is greater than INDA's maximum drawdown of -45.06%. Use the drawdown chart below to compare losses from any high point for MINDX and INDA.

The current volatility for Matthews India Fund (MINDX) is 5.84%, while iShares MSCI India ETF (INDA) has a volatility of 6.19%. This indicates that MINDX experiences smaller price fluctuations and is considered to be less risky than INDA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.