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Matthews China Small Companies (MCSMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.44+0.09 (+0.96%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.47%
5-Year Average Return4.00%
Number of Years Up6
Number of Years Down6
Best 1 Yr Total Return (May 5, 2024)82.51%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return82.51%
Worst 3-Yr Total Return-18.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMCSMXCategory
YTD1.23%6.62%
1-Month3.31%1.20%
3-Month15.27%6.57%
1-Year-11.98%37.26%
3-Year-19.54%13.53%
5-Year2.70%15.37%
10-Year6.15%7.09%
Last Bull Market-2.28%18.73%
Last Bear Market-0.99%-27.14%

Annual Total Return (%) History

Year
MCSMXCategory
2024
N/AN/A
2023
-17.51%N/A
2022
-31.25%N/A
2021
-3.59%N/A
2020
82.51%37.10%
2019
35.41%25.86%
2018
-17.68%-20.68%
2017
53.88%42.40%
2016
-2.35%-2.06%
2015
4.07%-4.20%
2014
-3.33%1.54%
2013
28.84%10.71%
2012
10.53%18.42%
2011
N/A-24.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-2.01%N/AN/AN/A
20230.27%-10.95%-0.71%-6.96%
2022-19.95%-0.99%-22.26%11.57%
20211.01%11.67%-11.12%-3.83%
202010.51%42.64%1.88%13.65%
201917.75%0.80%2.64%11.16%
20186.48%2.37%-14.51%-11.66%
201714.62%7.44%14.74%8.91%
2016-6.03%0.12%13.30%-8.39%
20151.95%14.27%-19.57%11.06%
2014-1.72%-0.10%0.10%-1.64%
20137.86%-1.19%10.76%9.15%
20129.38%-8.05%0.28%9.59%
2011-29.79%4.58%N/AN/A

Rank In Category (By Total Return)

YTD55
1-Month73
3-Month38
1-Year48
3-Year68
5-Year7

Load Adjusted Returns

1-Year-11.98%
3-Year-19.54%
5-Year2.70%
10-Year6.15%