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Matthews Asian Growth & Income Instl (MICSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.02+0.02 (+0.15%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.83%
5-Year Average Return1.63%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (May 5, 2024)27.09%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return27.09%
Worst 3-Yr Total Return-5.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMICSXCategory
YTD1.12%6.84%
1-Month0.24%0.38%
3-Month5.58%3.55%
1-Year0.29%39.94%
3-Year-6.08%13.48%
5-Year0.82%14.45%
10-Year1.84%7.68%
Last Bull Market10.25%18.71%
Last Bear Market-8.03%-22.83%

Annual Total Return (%) History

Year
MICSXCategory
2024
N/AN/A
2023
3.39%N/A
2022
-18.31%N/A
2021
0.18%N/A
2020
16.18%29.34%
2019
17.47%19.98%
2018
-10.84%-14.74%
2017
22.00%37.39%
2016
1.44%2.62%
2015
-4.33%-7.45%
2014
-0.48%5.53%
2013
5.04%2.21%
2012
27.09%23.62%
2011
-10.54%-20.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.88%N/AN/AN/A
20235.77%-1.26%-6.69%6.10%
2022-7.48%-8.03%-13.42%10.89%
20212.22%2.10%-6.11%2.24%
2020-18.85%14.82%7.93%15.53%
201910.73%2.07%-3.80%8.04%
2018-1.78%-4.42%1.67%-6.59%
20179.45%5.07%0.53%5.53%
20164.06%2.91%3.24%-8.24%
20152.00%1.51%-10.27%2.97%
20140.48%4.50%-1.88%-3.40%
20134.46%-2.49%1.93%1.17%
201211.09%-1.28%10.43%4.94%
20110.11%1.61%-13.07%1.17%

Rank In Category (By Total Return)

YTD62
1-Month58
3-Month67
1-Year71
3-Year33
5-Year75

Load Adjusted Returns

1-Year0.29%
3-Year-6.08%
5-Year0.82%
10-Year1.84%