MINDX vs. INDY

In the year-to-date period, MINDX achieves a -4.78% return, which is significantly lower than INDY's 0.92% return. Over the past 10 years, MINDX has underperformed INDY with an annualized return of -1.14%, while INDY has yielded a comparatively higher 7.03% annualized return.

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MINDX has a 1.15% expense ratio, which is higher than INDY's 0.94% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Matthews India Fund (MINDX) and iShares India 50 ETF (INDY). 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 -0.59, which is lower than the INDY Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of MINDX and INDY, 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 has not paid dividends to shareholders, while INDY's dividend yield for the trailing twelve months is around 0.24%.

The maximum MINDX drawdown since its inception was -74.48%, which is greater than INDY's maximum drawdown of -44.74%. Use the drawdown chart below to compare losses from any high point for MINDX and INDY. For additional features, visit the drawdowns tool.

Matthews India Fund (MINDX) has a higher volatility of 6.26% compared to iShares India 50 ETF (INDY) at 5.84%. This indicates that MINDX's price experiences larger fluctuations and is considered to be riskier than INDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.