Matthews Asia Innovators Fund Market Value
| MITEX Fund | USD 18.88 0.19 1.00% |
| Symbol | Matthews |
Matthews Asia '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 Asia'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 Asia.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Matthews Asia on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Matthews Asia Innovators or generate 0.0% return on investment in Matthews Asia over 90 days. Matthews Asia is related to or competes with Payson Total, Hennessy Nerstone, Ab Select, Cambiar Opportunity, Wireless Portfolio, Small Pany, and Small Company. 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 companies located in Asia that Matthews believes are innovators in their products, services, processes, business models, management, use of technology, or approach to creating, expanding or servicing their markets. More
Matthews Asia 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 Asia'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 Asia Innovators upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9642 | |||
| Information Ratio | 0.0336 | |||
| Maximum Drawdown | 4.69 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.82 |
Matthews Asia Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthews Asia's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Matthews Asia's standard deviation. In reality, there are many statistical measures that can use Matthews Asia historical prices to predict the future Matthews Asia's volatility.| Risk Adjusted Performance | 0.0701 | |||
| Jensen Alpha | 0.0479 | |||
| Total Risk Alpha | 0.0126 | |||
| Sortino Ratio | 0.0363 | |||
| Treynor Ratio | 0.1153 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Matthews Asia's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Matthews Asia January 31, 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 | 0.0701 | |||
| Market Risk Adjusted Performance | 0.1253 | |||
| Mean Deviation | 0.802 | |||
| Semi Deviation | 0.8637 | |||
| Downside Deviation | 0.9642 | |||
| Coefficient Of Variation | 1083.5 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | 0.0336 | |||
| Jensen Alpha | 0.0479 | |||
| Total Risk Alpha | 0.0126 | |||
| Sortino Ratio | 0.0363 | |||
| Treynor Ratio | 0.1153 | |||
| Maximum Drawdown | 4.69 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 0.9296 | |||
| Semi Variance | 0.7459 | |||
| Expected Short fall | (0.90) | |||
| Skewness | 0.2606 | |||
| Kurtosis | 0.6117 |
Matthews Asia Innovators Backtested Returns
At this stage we consider Matthews Mutual Fund to be very steady. Matthews Asia Innovators has Sharpe Ratio of 0.0783, which conveys that the entity had a 0.0783 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Matthews Asia, which you can use to evaluate the volatility of the fund. Please verify Matthews Asia's Downside Deviation of 0.9642, mean deviation of 0.802, and Risk Adjusted Performance of 0.0701 to check out if the risk estimate we provide is consistent with the expected return of 0.0808%. The fund secures a Beta (Market Risk) of 0.75, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Matthews Asia's returns are expected to increase less than the market. However, during the bear market, the loss of holding Matthews Asia is expected to be smaller as well.
Auto-correlation | -0.68 |
Very good reverse predictability
Matthews Asia Innovators has very good reverse predictability. Overlapping area represents the amount of predictability between Matthews Asia time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 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 Asia Innovators price movement. The serial correlation of -0.68 indicates that around 68.0% of current Matthews Asia price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.68 | |
| Spearman Rank Test | -0.42 | |
| Residual Average | 0.0 | |
| Price Variance | 0.6 |
Also Currently Popular
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 Asia 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 Asia security.
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