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Matthews Emerging Markets Sustainable Future Fund (MISFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.95+0.05 (+0.39%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.19%
5-Year Average Return10.58%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 23, 2024)43.13%
Worst 1 Yr Total Return (May 23, 2024)N/A
Best 3-Yr Total Return43.13%
Worst 3-Yr Total Return1.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMISFXCategory
YTD1.75%8.73%
1-Month0.87%1.20%
3-Month8.50%5.47%
1-Year6.12%41.79%
3-Year-0.65%11.48%
5-Year8.78%12.18%
10-Year0.00%4.39%
Last Bull Market10.32%17.73%
Last Bear Market0.89%-25.55%

Annual Total Return (%) History

Year
MISFXCategory
2024
N/AN/A
2023
8.05%N/A
2022
-14.32%N/A
2021
11.98%N/A
2020
43.13%17.90%
2019
12.74%19.25%
2018
-9.52%-16.07%
2017
34.11%34.17%
2016
-1.16%8.47%
2015
N/A-13.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.88%N/AN/AN/A
20231.36%6.94%-2.65%2.40%
2022-12.55%0.89%-13.19%11.87%
20215.03%9.06%0.12%-2.35%
2020-23.60%31.83%13.29%25.43%
201912.05%-2.06%-3.20%6.13%
20181.91%-3.75%-1.33%-6.51%
201712.33%6.19%4.89%7.19%
2016-2.51%1.23%5.08%-4.69%
2015-9.86%4.69%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month21
3-Month10
1-Year78
3-Year24
5-Year3

Load Adjusted Returns

1-Year6.12%
3-Year-0.65%
5-Year8.78%
10-YearN/A