Matthews China Small Fund Manager Performance Evaluation
| MCSMX Fund | USD 12.89 0.15 1.18% |
The fund secures a Beta (Market Risk) of 0.51, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Matthews China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Matthews China is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews China Small are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Matthews China may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more1 | Is Matthews China Small Companies Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance | 01/12/2026 |
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.4000 |
Matthews |
Matthews China Relative Risk vs. Return Landscape
If you would invest 1,150 in Matthews China Small on October 31, 2025 and sell it today you would earn a total of 139.00 from holding Matthews China Small or generate 12.09% return on investment over 90 days. Matthews China Small is currently producing 0.1948% returns and takes up 0.9548% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Matthews, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Matthews China Current Valuation
Undervalued
Today
Please note that Matthews China's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Matthews China Small secures a last-minute Real Value of $13.73 per share. The latest price of the fund is $12.89. We determine the value of Matthews China Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Matthews China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Matthews Mutual Fund. However, Matthews China's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.89 | Real 13.73 | Hype 12.89 | Naive 13.11 |
The intrinsic value of Matthews China's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Matthews China's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Matthews China Small helps investors to forecast how Matthews mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Matthews China more accurately as focusing exclusively on Matthews China's fundamentals will not take into account other important factors: Matthews China Target Price Odds to finish over Current Price
The tendency of Matthews Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.89 | 90 days | 12.89 | near 1 |
Based on a normal probability distribution, the odds of Matthews China to move above the current price in 90 days from now is near 1 (This Matthews China Small probability density function shows the probability of Matthews Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Matthews China has a beta of 0.51. This indicates as returns on the market go up, Matthews China average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Matthews China Small will be expected to be much smaller as well. Additionally Matthews China Small has an alpha of 0.1531, implying that it can generate a 0.15 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Matthews China Price Density |
| Price |
Predictive Modules for Matthews China
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Matthews China Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Matthews China Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Matthews China is not an exception. The market had few large corrections towards the Matthews China's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Matthews China Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Matthews China within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 0.51 | |
σ | Overall volatility | 0.47 | |
Ir | Information ratio | 0.13 |
Matthews China Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Matthews China for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Matthews China Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is Matthews China Small Companies Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund generated five year return of -6.0% | |
| Matthews China Small maintains 99.3% of its assets in stocks |
Matthews China Fundamentals Growth
Matthews Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Matthews China, and Matthews China fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Matthews Mutual Fund performance.
| Price To Earning | 13.18 X | ||||
| Price To Book | 1.49 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 48.64 M | ||||
About Matthews China Performance
Evaluating Matthews China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matthews China has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Matthews China has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in China. China includes its administrative and other districts, such as Hong Kong. A company or other issuer is considered to be located in a country or a region, and a security or instrument is deemed to be a Chinese security or instrument, if it has substantial ties to china.Things to note about Matthews China Small performance evaluation
Checking the ongoing alerts about Matthews China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matthews China Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Is Matthews China Small Companies Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund generated five year return of -6.0% | |
| Matthews China Small maintains 99.3% of its assets in stocks |
- Analyzing Matthews China's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Matthews China's stock is overvalued or undervalued compared to its peers.
- Examining Matthews China's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Matthews China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matthews China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Matthews China's mutual fund. These opinions can provide insight into Matthews China's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Matthews Mutual Fund
Matthews China financial ratios help investors to determine whether Matthews Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Matthews with respect to the benefits of owning Matthews China security.
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