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Matthews China Fund Investor Class: (MF: MCHFX)

(NASDAQ Mutual Funds) As of Apr 17, 2024 08:00 PM ET

$11.02 USD

+0.03 (0.27%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2024

Total Return %* Percentile Rank Objective
YTD -2.75 77
3 months -2.75 77
6 months -7.76 77
1 Year -21.77 77
3 Year -20.21 82
5 Year -4.17 72
10 Year 2.45 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 511.85
Bear Market (10/07 - 2/09) -60.04
Bull Market (2/09 - 3/21) 159.24

Load Adjusted Returns as of Mar 31, 2024

1 Year -21.77
5 Year -4.16
10 Year 2.45
Since Inception 6.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -2.75 NA NA NA
2023 0.41 -13.04 -2.44 -5.15
2022 -20.26 8.89 -25.57 16.96
2021 2.55 4.33 -13.08 -5.65
2020 -8.73 23.03 13.04 12.70
2019 24.07 -1.45 -5.57 16.55

Annual Return

20242023202220212020201920182017201620152014
% Total Return -2.75-19.22-24.41-12.2643.0534.56-21.4359.38-5.152.41-4.43
% Total Return Rel to Index -9.62-34.93-9.14-17.2233.7918.65-7.1637.82-6.641.980.77
% Total Return Rel to Peer -4.71-18.44-1.39-5.9714.3914.13-5.7121.30-7.496.25-7.18
% Perf Quintile vs Peer* 0.005.003.004.002.001.005.001.005.002.005.00
% Dividends 0.000.090.000.050.060.210.280.370.250.210.26
% Yield 0.000.740.000.200.211.071.591.471.420.951.17
Capital Gains ($) 0.000.001.093.150.280.002.911.921.863.330.10
Expense Ratio 0.001.151.121.061.091.091.101.091.181.141.11

* 1 = Top 20%, 5 = Bottom 20%