Nasdaq - Delayed Quote USD

Matthews Pacific Tiger Instl (MIPTX)

19.61 -0.05 (-0.25%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.37%
5y Average Return 1.35%
Number of Years Up 7
Number of Years Down 6
Best 1Y Total Return (May 22, 2024) 40.17%
Worst 1Y Total Return (May 22, 2024) --
Best 3Y Total Return 40.17%
Worst 3Y Total Return -10.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MIPTX
Category
YTD
-0.16%
6.84%
1-Month
0.98%
0.38%
3-Month
6.41%
3.55%
1-Year
-5.18%
39.94%
3-Year
-11.10%
13.48%
5-Year
-0.91%
14.45%
10-Year
3.30%
7.68%
Last Bull Market
4.49%
18.71%
Last Bear Market
-6.12%
-22.83%

Annual Total Return (%) History

Year
MIPTX
Category
2024
--
--
2023
-4.75%
--
2022
-20.62%
--
2021
-4.29%
--
2020
28.98%
29.34%
2019
10.90%
19.98%
2018
-10.94%
-14.74%
2017
40.17%
37.39%

2016
0.02%
2.62%
2015
-1.15%
-7.45%
2014
12.03%
5.53%
2013
3.78%
2.21%
2012
21.23%
23.62%
2011
-11.28%
-20.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.13% -- -- --
2023 4.37% -5.32% -5.37% 1.87%
2022 -11.49% -6.12% -12.74% 9.48%
2021 1.60% 3.98% -9.25% -0.17%
2020 -20.83% 20.37% 13.38% 19.38%
2019 7.60% 0.10% -3.91% 7.15%
2018 -0.79% -4.56% -2.34% -3.70%
2017 12.79% 6.66% 4.72% 11.26%
2016 0.26% 3.86% 6.12% -9.48%
2015 7.53% 0.60% -15.70% 8.40%

2014 2.40% 8.02% 2.43% -1.12%
2013 2.79% -4.34% 2.42% 3.06%
2012 11.02% -3.81% 8.20% 4.92%
2011 -0.85% 4.09% -17.03% 3.62%

Rank in Category (By Total Return)

YTD 81
1-Month 25
3-Month 60
1-Year 98
3-Year 67
5-Year 90

Load Adjusted Returns

1-Year -5.18%
3-Year -11.10%
5-Year -0.91%
10-Year 3.30%

Performance & Risk

YTD Return 5.37%
5y Average Return 1.35%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Pacific/Asia ex-Japan Stk
Fund Family Matthews Asia Funds
Net Assets 1.21B
YTD Return -0.16%
Yield 3.11%
Morningstar Rating
Inception Date Sep 12, 1994

Fund Summary

Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Asia ex Japan, which consists of all countries and markets in Asia excluding Japan, but including all other developed, emerging, and frontier countries and markets in the Asian region.

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