Matthews China Small Fund Market Value
| MCSMX Fund | USD 14.23 0.01 0.07% |
| Symbol | Matthews |
Matthews China 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Matthews China's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Matthews China.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Matthews China on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Matthews China Small or generate 0.0% return on investment in Matthews China over 90 days. Matthews China is related to or competes with Matthews Asia, Matthews Pacific, Matthews Asia, Matthews Asia, Matthews Asia, Matthews Asia, and Matthews China. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its n... More
Matthews China Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Matthews China's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Matthews China Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.03 | |||
| Information Ratio | 0.27 | |||
| Maximum Drawdown | 4.74 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.09 |
Matthews China Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthews China's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Matthews China's standard deviation. In reality, there are many statistical measures that can use Matthews China historical prices to predict the future Matthews China's volatility.| Risk Adjusted Performance | 0.2903 | |||
| Jensen Alpha | 0.3443 | |||
| Total Risk Alpha | 0.2483 | |||
| Sortino Ratio | 0.2758 | |||
| Treynor Ratio | 0.9606 |
Matthews China February 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2903 | |||
| Market Risk Adjusted Performance | 0.9706 | |||
| Mean Deviation | 0.8316 | |||
| Semi Deviation | 0.3839 | |||
| Downside Deviation | 1.03 | |||
| Coefficient Of Variation | 267.94 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.11 | |||
| Information Ratio | 0.27 | |||
| Jensen Alpha | 0.3443 | |||
| Total Risk Alpha | 0.2483 | |||
| Sortino Ratio | 0.2758 | |||
| Treynor Ratio | 0.9606 | |||
| Maximum Drawdown | 4.74 | |||
| Value At Risk | (1.25) | |||
| Potential Upside | 2.09 | |||
| Downside Variance | 1.07 | |||
| Semi Variance | 0.1474 | |||
| Expected Short fall | (0.95) | |||
| Skewness | 0.0185 | |||
| Kurtosis | (0.15) |
Matthews China Small Backtested Returns
Matthews China appears to be very steady, given 3 months investment horizon. Matthews China Small has Sharpe Ratio of 0.39, which conveys that the entity had a 0.39 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Matthews China, which you can use to evaluate the volatility of the fund. Please exercise Matthews China's Downside Deviation of 1.03, risk adjusted performance of 0.2903, and Mean Deviation of 0.8316 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.4, 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.
Auto-correlation | 0.83 |
Very good predictability
Matthews China Small has very good predictability. Overlapping area represents the amount of predictability between Matthews China time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Matthews China Small price movement. The serial correlation of 0.83 indicates that around 83.0% of current Matthews China price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.83 | |
| Spearman Rank Test | 0.85 | |
| Residual Average | 0.0 | |
| Price Variance | 0.34 |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |