Matthews Emerging Markets Small Companies Fund Investor Class: (MF: MSMLX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$25.47 USD
+0.09 (0.36%)
Latest Performance as of May 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 4.20 | 68 |
3 months | 6.79 | 33 |
6 months | 1.05 | 75 |
1 Year | -0.91 | 93 |
3 Year | 3.61 | 50 |
5 Year | 12.00 | 12 |
10 Year | 5.83 | 35 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | 559.48 |
Load Adjusted Returns as of May 31, 2025
1 Year | -6.89 |
5 Year | 15.19 |
10 Year | 5.96 |
Since Inception | 9.91 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.04 | NA | NA | NA |
2024 | -0.11 | 0.31 | 6.80 | -12.18 |
2023 | 5.50 | 8.04 | -0.22 | 5.40 |
2022 | -11.13 | -8.08 | -6.66 | 9.08 |
2021 | 0.34 | 18.06 | 1.33 | 1.72 |
2020 | -19.77 | 37.25 | 6.17 | 22.91 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 4.20 | -6.02 | 19.88 | -16.83 | 22.12 | 43.70 | 17.37 | -18.03 | 30.59 | -1.44 | -9.43 |
% Total Return Rel to Index | -6.08 | -13.39 | 4.17 | -1.57 | 17.15 | 34.43 | 1.46 | -3.75 | 9.02 | -2.93 | -9.86 |
% Total Return Rel to Peer | -2.14 | -15.50 | 20.66 | 6.18 | 28.41 | 15.03 | -3.05 | -2.31 | -7.48 | -3.78 | -5.59 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 1.00 | 1.00 | 2.00 | 4.00 | 4.00 | 4.00 | 4.00 | 5.00 |
% Dividends | 0.00 | 0.76 | 0.40 | 0.08 | 0.00 | 0.05 | 0.09 | 0.07 | 0.09 | 0.08 | 0.02 |
% Yield | 0.00 | 3.09 | 2.80 | 0.34 | 0.00 | 0.19 | 0.48 | 0.38 | 0.38 | 0.40 | 0.12 |
Capital Gains ($) | 0.00 | 0.14 | 1.73 | 1.76 | 1.74 | 0.02 | 0.00 | 3.23 | 1.76 | 0.00 | 0.00 |
Expense Ratio | 0.00 | 1.35 | 1.34 | 1.37 | 1.36 | 1.39 | 1.45 | 1.46 | 1.46 | 1.47 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%