Fund Performance


Ratings as of 9/30/2018.
Fund Category Overall 3 Year 5 Year 10 Year
Asia Fixed Income
Matthews Asia Strategic Income Fund
MAINX
World Bond MorningstarMorningstarMorningstarMorningstar
out of 261
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 261
funds
MorningstarMorningstarMorningstarMorningstar
out of 246
funds
n.a.
Asia Growth and Income
Matthews Asian Growth and Income Fund
MACSX
Pacific/Asia ex-Japan MorningstarMorningstar
out of 73
funds
Morningstar
out of 73
funds
MorningstarMorningstar
out of 59
funds
MorningstarMorningstarMorningstar
out of 28
funds
Matthews Asia Dividend Fund
MAPIX
Diversified Pacific/Asia MorningstarMorningstarMorningstarMorningstar
out of 29
funds
MorningstarMorningstarMorningstar
out of 29
funds
MorningstarMorningstarMorningstar
out of 27
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 17
funds
Matthews China Dividend Fund
MCDFX
China Region MorningstarMorningstarMorningstarMorningstarMorningstar
out of 80
funds
MorningstarMorningstarMorningstarMorningstar
out of 80
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 74
funds
n.a.
Asia Growth
Matthews Asia Focus Fund
MAFSX
Pacific/Asia ex-Japan MorningstarMorningstar
out of 73
funds
MorningstarMorningstar
out of 73
funds
MorningstarMorningstar
out of 59
funds
n.a.
Matthews Asia Growth Fund
MPACX
Diversified Pacific/Asia MorningstarMorningstarMorningstarMorningstar
out of 29
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 29
funds
MorningstarMorningstarMorningstarMorningstar
out of 27
funds
MorningstarMorningstarMorningstarMorningstar
out of 17
funds
Matthews Pacific Tiger Fund
MAPTX
Pacific/Asia ex-Japan MorningstarMorningstarMorningstarMorningstar
out of 73
funds
MorningstarMorningstarMorningstar
out of 73
funds
MorningstarMorningstarMorningstarMorningstar
out of 59
funds
MorningstarMorningstarMorningstarMorningstar
out of 28
funds
Matthews Asia ESG Fund
MASGX
Pacific/Asia ex-Japan MorningstarMorningstar
out of 73
funds
MorningstarMorningstar
out of 73
funds
n.a. n.a.
Matthews Emerging Asia Fund
MEASX
Pacific/Asia ex-Japan MorningstarMorningstarMorningstarMorningstar
out of 73
funds
MorningstarMorningstar
out of 73
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 59
funds
n.a.
Matthews Asia Innovators Fund
MATFX
Pacific/Asia ex-Japan MorningstarMorningstarMorningstarMorningstarMorningstar
out of 73
funds
MorningstarMorningstarMorningstar
out of 73
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 59
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 28
funds
Matthews China Fund
MCHFX
China Region MorningstarMorningstarMorningstar
out of 80
funds
MorningstarMorningstarMorningstar
out of 80
funds
MorningstarMorningstarMorningstar
out of 74
funds
MorningstarMorningstarMorningstar
out of 41
funds
Matthews India Fund
MINDX
India Equity MorningstarMorningstarMorningstarMorningstarMorningstar
out of 24
funds
MorningstarMorningstarMorningstar
out of 24
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 24
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 9
funds
Matthews Japan Fund
MJFOX
Japan Stock MorningstarMorningstarMorningstar
out of 39
funds
MorningstarMorningstarMorningstarMorningstar
out of 39
funds
MorningstarMorningstarMorningstar
out of 26
funds
MorningstarMorningstarMorningstar
out of 14
funds
Asia Small Company
Matthews Asia Small Companies Fund
MSMLX
Pacific/Asia ex-Japan MorningstarMorningstarMorningstar
out of 73
funds
Morningstar
out of 73
funds
MorningstarMorningstar
out of 59
funds
MorningstarMorningstarMorningstarMorningstarMorningstar
out of 28
funds
Matthews China Small Companies Fund
MCSMX
China Region MorningstarMorningstarMorningstarMorningstar
out of 80
funds
MorningstarMorningstarMorningstarMorningstar
out of 80
funds
MorningstarMorningstarMorningstarMorningstar
out of 74
funds
n.a.
The Overall Morningstar® Rating for a fund is derived from a weighted-average of the performance figures associated with its three-, five- and (if applicable) ten-year ratings. Past performance is no guarantee of future results.

The Matthews Asia Credit Opportunities and the Matthews Asia Value Funds will not be rated by Morningstar until they have three-year track records. The Matthews Korea Fund is not currently rated by Morningstar.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Unusually high returns may not be sustainable.