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MJFOX vs. CNJFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MJFOX vs. CNJFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matthews Japan Fund (MJFOX) and Commonwealth Japan Fund (CNJFX). The values are adjusted to include any dividend payments, if applicable.

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MJFOX vs. CNJFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MJFOX
Matthews Japan Fund
-1.91%22.72%16.31%25.79%-27.84%-5.79%29.80%26.08%-20.12%33.22%
CNJFX
Commonwealth Japan Fund
3.66%18.27%-1.53%14.15%-18.49%-7.92%9.93%19.15%-10.80%20.61%

Returns By Period

In the year-to-date period, MJFOX achieves a -1.91% return, which is significantly lower than CNJFX's 3.66% return. Over the past 10 years, MJFOX has outperformed CNJFX with an annualized return of 7.88%, while CNJFX has yielded a comparatively lower 4.16% annualized return.


MJFOX

1D
-0.08%
1M
-14.22%
YTD
-1.91%
6M
1.35%
1Y
19.54%
3Y*
17.66%
5Y*
4.82%
10Y*
7.88%

CNJFX

1D
0.00%
1M
-10.65%
YTD
3.66%
6M
6.88%
1Y
20.66%
3Y*
9.88%
5Y*
1.61%
10Y*
4.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MJFOX vs. CNJFX - Expense Ratio Comparison

MJFOX has a 1.05% expense ratio, which is lower than CNJFX's 1.75% expense ratio.


Return for Risk

MJFOX vs. CNJFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MJFOX
MJFOX Risk / Return Rank: 4141
Overall Rank
MJFOX Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
MJFOX Sortino Ratio Rank: 4343
Sortino Ratio Rank
MJFOX Omega Ratio Rank: 3636
Omega Ratio Rank
MJFOX Calmar Ratio Rank: 4646
Calmar Ratio Rank
MJFOX Martin Ratio Rank: 3939
Martin Ratio Rank

CNJFX
CNJFX Risk / Return Rank: 5656
Overall Rank
CNJFX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
CNJFX Sortino Ratio Rank: 5959
Sortino Ratio Rank
CNJFX Omega Ratio Rank: 4444
Omega Ratio Rank
CNJFX Calmar Ratio Rank: 6969
Calmar Ratio Rank
CNJFX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MJFOX vs. CNJFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Matthews Japan Fund (MJFOX) and Commonwealth Japan Fund (CNJFX). 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.


MJFOXCNJFXDifference

Sharpe ratio

Return per unit of total volatility

0.84

1.02

-0.18

Sortino ratio

Return per unit of downside risk

1.30

1.55

-0.24

Omega ratio

Gain probability vs. loss probability

1.17

1.19

-0.02

Calmar ratio

Return relative to maximum drawdown

1.16

1.59

-0.43

Martin ratio

Return relative to average drawdown

4.14

5.46

-1.32

MJFOX vs. CNJFX - Sharpe Ratio Comparison

The current MJFOX Sharpe Ratio is 0.84, which is comparable to the CNJFX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of MJFOX and CNJFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MJFOXCNJFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

1.02

-0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

0.09

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.24

+0.18

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

-0.08

+0.41

Correlation

The correlation between MJFOX and CNJFX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MJFOX vs. CNJFX - Dividend Comparison

MJFOX's dividend yield for the trailing twelve months is around 2.00%, more than CNJFX's 1.16% yield.


TTM2025202420232022202120202019201820172016
MJFOX
Matthews Japan Fund
2.00%1.96%2.12%6.09%7.19%8.08%10.15%8.63%4.14%3.90%1.15%
CNJFX
Commonwealth Japan Fund
1.16%1.20%0.58%0.10%0.00%4.25%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MJFOX vs. CNJFX - Drawdown Comparison

The maximum MJFOX drawdown since its inception was -63.52%, smaller than the maximum CNJFX drawdown of -73.98%. Use the drawdown chart below to compare losses from any high point for MJFOX and CNJFX.


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Drawdown Indicators


MJFOXCNJFXDifference

Max Drawdown

Largest peak-to-trough decline

-63.52%

-73.98%

+10.46%

Max Drawdown (1Y)

Largest decline over 1 year

-14.53%

-11.44%

-3.09%

Max Drawdown (5Y)

Largest decline over 5 years

-42.85%

-36.47%

-6.38%

Max Drawdown (10Y)

Largest decline over 10 years

-42.85%

-36.47%

-6.38%

Current Drawdown

Current decline from peak

-14.53%

-38.97%

+24.44%

Average Drawdown

Average peak-to-trough decline

-21.37%

-50.01%

+28.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.06%

3.33%

+0.73%

Volatility

MJFOX vs. CNJFX - Volatility Comparison

Matthews Japan Fund (MJFOX) has a higher volatility of 9.26% compared to Commonwealth Japan Fund (CNJFX) at 7.30%. This indicates that MJFOX's price experiences larger fluctuations and is considered to be riskier than CNJFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MJFOXCNJFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.26%

7.30%

+1.96%

Volatility (6M)

Calculated over the trailing 6-month period

16.33%

13.58%

+2.75%

Volatility (1Y)

Calculated over the trailing 1-year period

22.97%

19.19%

+3.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.16%

18.00%

+2.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.73%

17.27%

+1.46%