MINDX vs. MCHFX
Compare and contrast key facts about Matthews India Fund (MINDX) and Matthews China Fund (MCHFX).
MINDX is managed by Matthews. It was launched on Oct 30, 2005. MCHFX is managed by Matthews. It was launched on Feb 18, 1998.
Performance
MINDX vs. MCHFX - Performance Comparison
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MINDX vs. MCHFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MINDX Matthews India Fund | -18.11% | 1.61% | 9.99% | 23.14% | -9.87% | 17.87% | 16.46% | -0.79% | -9.80% | 33.76% |
MCHFX Matthews China Fund | -7.84% | 29.82% | 17.84% | -19.21% | -24.38% | -19.41% | 43.07% | 34.57% | -21.17% | 59.08% |
Returns By Period
In the year-to-date period, MINDX achieves a -18.11% return, which is significantly lower than MCHFX's -7.84% return. Over the past 10 years, MINDX has underperformed MCHFX with an annualized return of 5.29%, while MCHFX has yielded a comparatively higher 5.96% annualized return.
MINDX
- 1D
- 1.76%
- 1M
- -10.65%
- YTD
- -18.11%
- 6M
- -15.90%
- 1Y
- -10.21%
- 3Y*
- 4.55%
- 5Y*
- 2.83%
- 10Y*
- 5.29%
MCHFX
- 1D
- 1.80%
- 1M
- -7.63%
- YTD
- -7.84%
- 6M
- -13.46%
- 1Y
- 8.06%
- 3Y*
- 4.29%
- 5Y*
- -7.85%
- 10Y*
- 5.96%
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MINDX vs. MCHFX - Expense Ratio Comparison
MINDX has a 1.15% expense ratio, which is higher than MCHFX's 1.12% expense ratio.
Return for Risk
MINDX vs. MCHFX — Risk / Return Rank
MINDX
MCHFX
MINDX vs. MCHFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews India Fund (MINDX) and Matthews China Fund (MCHFX). 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.
| MINDX | MCHFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.73 | 0.39 | -1.12 |
Sortino ratioReturn per unit of downside risk | -0.96 | 0.67 | -1.63 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.09 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.46 | 0.09 | -0.55 |
Martin ratioReturn relative to average drawdown | -1.73 | 0.28 | -2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MINDX | MCHFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.73 | 0.39 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | -0.27 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.23 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.30 | +0.09 |
Correlation
The correlation between MINDX and MCHFX is 0.44, 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.
Dividends
MINDX vs. MCHFX - Dividend Comparison
MINDX's dividend yield for the trailing twelve months is around 8.26%, more than MCHFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MINDX Matthews India Fund | 8.26% | 6.76% | 15.03% | 3.07% | 15.30% | 9.87% | 3.03% | 12.04% | 16.50% | 0.00% | 0.00% | 0.99% |
MCHFX Matthews China Fund | 1.47% | 1.36% | 1.91% | 0.78% | 7.53% | 6.54% | 1.25% | 1.12% | 22.28% | 10.31% | 13.66% | 19.24% |
Drawdowns
MINDX vs. MCHFX - Drawdown Comparison
The maximum MINDX drawdown since its inception was -72.18%, which is greater than MCHFX's maximum drawdown of -67.02%. Use the drawdown chart below to compare losses from any high point for MINDX and MCHFX.
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Drawdown Indicators
| MINDX | MCHFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.18% | -67.02% | -5.16% |
Max Drawdown (1Y)Largest decline over 1 year | -21.96% | -16.32% | -5.64% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -60.35% | +33.84% |
Max Drawdown (10Y)Largest decline over 10 years | -48.46% | -64.75% | +16.29% |
Current DrawdownCurrent decline from peak | -25.22% | -43.16% | +17.94% |
Average DrawdownAverage peak-to-trough decline | -14.90% | -22.00% | +7.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.89% | 6.15% | -0.26% |
Volatility
MINDX vs. MCHFX - Volatility Comparison
The current volatility for Matthews India Fund (MINDX) is 6.68%, while Matthews China Fund (MCHFX) has a volatility of 7.37%. This indicates that MINDX experiences smaller price fluctuations and is considered to be less risky than MCHFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MINDX | MCHFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.68% | 7.37% | -0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 10.88% | 13.67% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 22.35% | -6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 29.85% | -14.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 26.53% | -9.25% |