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Matthews China Dividend Instl (MICDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.87-0.16 (-1.33%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.43%
5-Year Average Return-0.49%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (May 19, 2024)37.88%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return37.88%
Worst 3-Yr Total Return-12.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMICDXCategory
YTD1.40%6.62%
1-Month5.14%1.20%
3-Month12.20%6.57%
1-Year-18.47%37.26%
3-Year-14.08%13.53%
5-Year-3.95%15.37%
10-Year4.08%7.09%
Last Bull Market-7.14%18.73%
Last Bear Market3.28%-27.14%

Annual Total Return (%) History

Year
MICDXCategory
2024
N/AN/A
2023
-20.58%N/A
2022
-16.58%N/A
2021
-0.38%N/A
2020
24.38%37.10%
2019
15.16%25.86%
2018
-9.83%-20.68%
2017
37.88%42.40%
2016
5.90%-2.06%
2015
9.71%-4.20%
2014
1.11%1.54%
2013
13.72%10.71%
2012
27.90%18.42%
2011
-14.22%-24.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-3.55%N/AN/AN/A
20232.86%-11.24%-5.06%-8.36%
2022-16.42%3.28%-17.08%16.55%
20211.02%11.01%-9.11%-2.26%
2020-12.72%19.26%7.52%11.12%
201916.27%-0.60%-5.77%5.74%
20181.99%1.18%-6.12%-6.92%
20178.37%8.14%8.47%8.47%
2016-2.61%1.90%11.66%-4.44%
20157.03%14.72%-17.71%8.58%
2014-4.51%3.78%2.98%-0.91%
20131.70%-1.74%7.67%5.69%
201214.31%-3.55%5.16%10.32%
2011-0.99%2.76%-18.92%3.98%

Rank In Category (By Total Return)

YTD52
1-Month36
3-Month70
1-Year78
3-Year24
5-Year47

Load Adjusted Returns

1-Year-18.47%
3-Year-14.08%
5-Year-3.95%
10-Year4.08%