Matthews China Fund Manager Performance Evaluation

MCHFX Fund  USD 13.52  0.42  3.01%   
The fund secures a Beta (Market Risk) of 0.26, which conveys not very significant fluctuations relative to the market. 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

8 of 100

 
Weak
 
Strong
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews China Fund are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Matthews China showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio Date28th of April 2023
Expense Ratio1.1500
  

Matthews China Relative Risk vs. Return Landscape

If you would invest  1,121  in Matthews China Fund on August 25, 2024 and sell it today you would earn a total of  231.00  from holding Matthews China Fund or generate 20.61% return on investment over 90 days. Matthews China Fund is currently producing 0.3345% returns and takes up 3.0646% volatility of returns over 90 trading days. Put another way, 27% of traded mutual funds are less volatile than Matthews, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Matthews China is expected to generate 4.02 times more return on investment than the market. However, the company is 4.02 times more volatile than its market benchmark. It trades about 0.11 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.15 per unit of risk.

Matthews China Current Valuation

Fairly Valued
Today
13.52
Please note that Matthews China's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Matthews China secures a last-minute Real Value of $13.68 per share. The latest price of the fund is $13.52. We determine the value of Matthews China 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  13.52 Real  13.68 Hype  13.52 Naive  12.58
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.
13.68
Real Value
16.74
Upside
Estimating the potential upside or downside of Matthews China Fund 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
13.2613.6614.06
Details
Hype
Prediction
LowEstimatedHigh
10.4613.5216.58
Details
Naive
Forecast
LowNext ValueHigh
9.5212.5815.65
Details

Matthews China Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthews China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matthews China Fund, and traders can use it to determine the average amount a Matthews China's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1092

Best PortfolioBest Equity
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Estimated Market Risk

 3.06
  actual daily
27
73% of assets are more volatile

Expected Return

 0.33
  actual daily
6
94% of assets have higher returns

Risk-Adjusted Return

 0.11
  actual daily
8
92% of assets perform better
Based on monthly moving average Matthews China is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Matthews China by adding it to a well-diversified portfolio.

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.

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 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 an Asian security or instrument, if it has substantial ties to that country or region.

Things to note about Matthews China 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 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Matthews China had very high historical volatility over the last 90 days
Matthews China generated five year return of 0.0%
This fund maintains 98.28% of its assets in stocks
Evaluating Matthews China's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Matthews China's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Matthews China's mutual fund performance is not an exact science, and many factors can impact Matthews China's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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